Watts Gwilliam & Co., LLC New Holdings in Q3 2024

Watts Gwilliam & Co., LLC

  • $459 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
41.8K
New
$42.59 - $60.56 $1.78M - $2.53M
41.8K $2.07B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
38.9K
New
$50.52 - $50.95 $1.96M - $1.98M
38.9K $1.97B
DELL
Dell Technologies Inc.

Technology
15.9K
New
$87.89 - $145.97 $1.4M - $2.33M
15.9K $1.94B
YUM
Yum Brands Inc

Consumer Cyclical
13.8K
New
$125.95 - $139.96 $1.74M - $1.94M
13.8K $1.86B
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
35.9K
New
$50.28 - $51.29 $1.8M - $1.84M
35.9K $1.83B
COIN
Coinbase Global, Inc.

Technology
10.6K
New
$147.09 - $265.15 $1.56M - $2.81M
10.6K $1.78B
NVO
Novo Nordisk A S

Healthcare
13K
New
$119.07 - $145.42 $1.55M - $1.89M
13K $1.52B
AXP
American Express CO

Financial Services
3.41K
New
$225.92 - $271.17 $770K - $924K
3.41K $917M
UBER
Uber Technologies, Inc

Technology
11.4K
New
$58.48 - $77.47 $670K - $887K
11.4K $872M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.5K
New
$33.74 - $37.96 $591K - $664K
17.5K $646M
BX
Blackstone Inc.

Financial Services
3.04K
New
$120.77 - $159.66 $368K - $486K
3.04K $455M
ZION
Zions Bancorporation, National Association

Financial Services
9.47K
New
$42.49 - $52.53 $402K - $497K
9.47K $447M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
9.34K
New
$39.95 - $45.86 $373K - $428K
9.34K $418M
VV
Vanguard Large Cap ETF

ETFs
1.56K
New
$236.92 - $263.4 $369K - $411K
1.56K $410M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
8K
New
$49.9 - $50.37 $399K - $403K
8K $402M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
7.3K
New
$50.63 - $51.11 $370K - $373K
7.3K $372M
SPOT
Spotify Technology S.A.

Communication Services
1K
New
$290.16 - $384.01 $290K - $384K
1K $370M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.98K
New
$61.11 - $67.85 $305K - $338K
4.98K $338M
NEE
Nextera Energy Inc

Utilities
4.11K
New
$69.9 - $84.97 $287K - $349K
4.11K $331M
DOCN
Digital Ocean Holdings, Inc.

Technology
7.14K
New
$27.27 - $43.23 $195K - $309K
7.14K $297M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.36K
New
$75.47 - $83.18 $253K - $279K
3.36K $277M
BMY
Bristol Myers Squibb CO

Healthcare
5.12K
New
$39.66 - $51.75 $203K - $265K
5.12K $269M
MMM
3 M CO

Industrials
1.99K
New
$99.69 - $139.42 $198K - $277K
1.99K $268M
PANW
Palo Alto Networks Inc

Technology
718
New
$294.18 - $368.01 $211K - $264K
718 $255M
Ishares Bitcoin Trust ETF
6.96K
New
N/A
6.96K $246M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.7K
New
$59.25 - $65.33 $219K - $242K
3.7K $237M
LOW
Lowes Companies Inc

Consumer Cyclical
849
New
$213.3 - $270.78 $181K - $230K
849 $232M
Maplebear Inc
5.25K
New
N/A
5.25K $231M
Grayscale Bitcoin Mini Tr Bt
41.8K
New
N/A
41.8K $231M
ARCC
Ares Capital Corp

Financial Services
10.9K
New
$19.8 - $21.28 $215K - $231K
10.9K $228M
VGT
Vanguard Information Technolog

ETFs
376
New
$514.43 - $606.85 $193K - $228K
376 $222M
ORCL
Oracle Corp

Technology
1.23K
New
$125.9 - $170.35 $155K - $210K
1.23K $215M
VTI
Vanguard Total Stock Market Et

ETFs
754
New
$255.18 - $283.2 $192K - $214K
754 $213M
GE
General Electric CO

Industrials
1.09K
New
$156.66 - $189.66 $171K - $207K
1.09K $205M
ADP
Automatic Data Processing Inc

Industrials
713
New
$233.44 - $279.45 $166K - $199K
713 $204M
WAL
Western Alliance Bancorporation

Financial Services
2.42K
New
$61.15 - $88.41 $148K - $214K
2.42K $203M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.01K
New
$49.69 - $50.5 $199K - $203K
4.01K $202M
POWW
Ammo, Inc.

Industrials
40.2K
New
$1.37 - $1.91 $55K - $76.7K
40.2K $52.6M
CELGRT
Bristol Myers Squibb CO Cont V
20K
New
N/A
20K $700K
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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