Watts Gwilliam & Co., LLC Incresed Positions in Q3 2024

Watts Gwilliam & Co., LLC

  • $459 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FICO
Fair Isaac Corp

Technology
6
+ 1.5%
$1496.51 - $1947.38 $8.98K - $11.7K
406 $808M
Direxion Shs ETF Tr
1.31K
+ 50.27%
N/A
3.9K $569M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.37K
+ 30.73%
$217.89 - $392.15 $298K - $536K
5.82K $1.7B
DVY
Ishares Tr

ETFs
1.07K
+ 9.84%
$119.99 - $135.74 $128K - $145K
11.9K $1.58B
GS
Goldman Sachs Group Inc

Financial Services
223
+ 7.39%
$459.02 - $510.25 $102K - $114K
3.24K $1.61B
SHOP
Shopify Inc.

Technology
160
+ 1.86%
$52.26 - $80.75 $8.36K - $12.9K
8.76K $723M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
8.7K
+ 8787.88%
$49.83 - $62.75 $434K - $546K
8.8K $510M
KO
Coca Cola CO

Consumer Defensive
2K
+ 25.44%
$62.69 - $73.01 $126K - $146K
9.87K $683M
PG
Procter & Gamble CO

Consumer Defensive
955
+ 22.59%
$160.76 - $177.82 $154K - $170K
5.18K $871M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.66K
+ 32.7%
$100.09 - $100.69 $166K - $167K
6.75K $677M
CRM
Salesforce, Inc.

Technology
383
+ 10.9%
$238.42 - $276.53 $91.3K - $106K
3.9K $1.14B
UNH
Unitedhealth Group Inc

Healthcare
196
+ 28.2%
$488.01 - $604.18 $95.6K - $118K
891 $518M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.3K
+ 16.75%
$96.25 - $101.98 $125K - $133K
9.08K $906M
MRK
Merck & Co., Inc.

Healthcare
2.53K
+ 41.89%
$111.15 - $128.97 $281K - $326K
8.57K $930M
IYY
Ishares Tr

ETFs
912
+ 43.78%
$125.77 - $139.59 $115K - $127K
3K $417M
CVX
Chevron Corp

Energy
1.24K
+ 44.17%
$137.88 - $161.97 $170K - $200K
4.03K $600M
SCHW
Schwab Charles Corp

Financial Services
6.04K
+ 28.88%
$61.74 - $76.08 $373K - $460K
27K $1.75B
FDX
Fedex Corp

Industrials
419
+ 9.61%
$254.64 - $313.52 $107K - $131K
4.78K $1.25B
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.17K
+ 3.84%
$50.32 - $50.75 $109K - $110K
58.6K $2.96B
KLAC
Kla Corp

Technology
24
+ 1.52%
$696.17 - $892.35 $16.7K - $21.4K
1.6K $1.25B
TNA
Direxion Daily Small Cap Bull

ETFs
1.01K
+ 4.46%
$34.86 - $49.09 $35.1K - $49.4K
23.6K $995M
PFE
Pfizer Inc

Healthcare
2.5K
+ 9.07%
$27.7 - $31.39 $69.2K - $78.4K
30K $876M
ABT
Abbott Laboratories

Healthcare
68
+ 0.87%
$100.07 - $118.13 $6.8K - $8.03K
7.85K $900M
XLE
Energy Sector Spdr

ETFs
1.39K
+ 9.63%
$84.35 - $93.39 $117K - $129K
15.8K $1.44B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
149
+ 1.42%
$75.88 - $83.21 $11.3K - $12.4K
10.6K $884M
TGT
Target Corp

Consumer Defensive
700
+ 29.22%
$133.47 - $159.25 $93.4K - $111K
3.1K $469M
V
Visa Inc.

Financial Services
405
+ 3.53%
$253.74 - $291.56 $103K - $118K
11.9K $3.26B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
214
+ 4.82%
$101.72 - $112.94 $21.8K - $24.2K
4.66K $526M
AMT
American Tower Corp

Real Estate
33
+ 2.07%
$192.27 - $242.73 $6.34K - $8.01K
1.63K $364M
BLK
Black Rock Inc.

Financial Services
16
+ 4.68%
$782.27 - $949.51 $12.5K - $15.2K
358 $340M
HON
Honeywell International Inc

Industrials
152
+ 1.83%
$196.73 - $220.21 $29.9K - $33.5K
8.46K $1.75B
SRE
Sempra Energy

Utilities
105
+ 1.0%
$74.97 - $84.04 $7.87K - $8.82K
10.6K $866M
AON
Aon PLC

Financial Services
27
+ 3.67%
$293.16 - $351.06 $7.92K - $9.48K
762 $270M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
221
+ 5.36%
$83.76 - $91.82 $18.5K - $20.3K
4.34K $395M
CAT
Caterpillar Inc

Industrials
24
+ 1.66%
$316.8 - $391.12 $7.6K - $9.39K
1.47K $570M
BOND
Pimco Active Bond Exchange Tra

ETFs
221
+ 1.9%
$90.01 - $95.32 $19.9K - $21.1K
11.8K $1.1B
MA
Mastercard Inc

Financial Services
57
+ 11.59%
$429.6 - $500.99 $24.5K - $28.6K
549 $273M
VZ
Verizon Communications Inc

Communication Services
195
+ 1.82%
$38.89 - $45.0 $7.58K - $8.78K
10.9K $481M
XLU
Utilities Sector Spdr

ETFs
200
+ 5.58%
$67.67 - $80.78 $13.5K - $16.2K
3.79K $301M
OEF
Ishares S&P 100 ETF

ETFs
3
+ 0.2%
$266.03 - $266.03 $798 - $798
1.54K $425M
AMAT
Applied Materials Inc

Technology
213
+ 22.16%
$174.88 - $254.97 $37.2K - $54.3K
1.17K $236M
MAR
Marriott International Inc

Consumer Cyclical
47
+ 4.48%
$211.35 - $255.11 $9.93K - $12K
1.1K $281M
MS
Morgan Stanley

Financial Services
62
+ 2.03%
$92.07 - $106.96 $5.71K - $6.63K
3.12K $335M
Bunge Global Sa
463
+ 12.81%
N/A
4.08K $400M
TMO
Thermo Fisher Scientific Inc.

Healthcare
19
+ 5.64%
$531.86 - $624.21 $10.1K - $11.9K
356 $212M
ETN
Eaton Corp PLC

Industrials
16
+ 1.57%
$272.52 - $333.02 $4.36K - $5.33K
1.03K $346M
NCA
Nuveen California Municipal Value Fund

Financial Services
500
+ 4.9%
$8.64 - $9.19 $4.32K - $4.6K
10.7K $97.6M
A
Agilent Technologies, Inc.

Healthcare
86
+ 5.83%
$125.42 - $148.48 $10.8K - $12.8K
1.56K $226M
MU
Micron Technology Inc

Technology
1.11K
+ 16.26%
$86.27 - $136.82 $95.8K - $152K
7.94K $815M
Activity Summary
Buys All Purchases 147 New Holdings 40 Increased Positions 107 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 1 Puts 4
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