Watts Gwilliam & Co., LLC Reduced Holdings in Q3 2025

Watts Gwilliam & Co., LLC

  • $668 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ONON
On Holding Ag

Consumer Cyclical
-100
- 0.15%
$42.35 - $54.36 $4.24K - $5.44K
66.5K $2.82M
UBER
Uber Technologies, Inc

Technology
-4.52K
- 12.93%
$86.91 - $99.57 $393K - $450K
30.4K $2.98M
UPS
United Parcel Service Inc

Industrials
-100
- 0.88%
$82.58 - $105.54 $8.26K - $10.6K
11.3K $945K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
-3.14K
- 5.55%
$50.7 - $51.11 $159K - $161K
53.5K $2.73M
SBUX
Starbucks Corp

Consumer Cyclical
-800
- 15.15%
$81.9 - $96.86 $65.5K - $77.5K
4.48K $378K
T
At&T Inc.

Communication Services
-500
- 0.66%
$26.94 - $29.62 $13.5K - $14.8K
75.6K $2.14M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.22K
- 2.15%
$50.53 - $50.82 $61.5K - $61.8K
55.3K $2.81M
ABT
Abbott Laboratories

Healthcare
-300
- 3.75%
$120.51 - $136.62 $36.2K - $41K
7.7K $1.03M
QCOM
Qualcomm Inc

Technology
-558
- 8.92%
$145.84 - $173.55 $81.4K - $96.8K
5.7K $948K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1K
- 2.21%
$85.01 - $90.35 $85K - $90.4K
44.4K $3.96M
CPT
Camden Property Trust

Real Estate
-38
- 0.81%
$104.05 - $115.69 $3.95K - $4.4K
4.65K $496K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-593
- 1.39%
$50.52 - $50.75 $30K - $30.1K
42.1K $2.13M
ALCC
Alt C Acquisition Corp.

Financial Services
-719
- 7.06%
N/A
9.47K $0
Offerpad Solutions Inc
-24.5K
- 7.35%
N/A
309K $0
VNQ
Vanguard Specialized Funds Van

ETFs
-55
- 0.99%
$88.47 - $93.24 $4.87K - $5.13K
5.49K $501K
SHOP
Shopify Inc.

Technology
-1.95K
- 13.06%
$112.11 - $157.12 $219K - $307K
13K $1.93M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-109
- 0.38%
$131.47 - $143.64 $14.3K - $15.7K
28.5K $4.03M
PLTR
Palantir Technologies Inc.

Technology
-125
- 1.95%
$130.68 - $186.97 $16.3K - $23.4K
6.27K $1.14M
MU
Micron Technology Inc

Technology
-127
- 1.9%
$104.88 - $168.89 $13.3K - $21.4K
6.55K $1.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-287
- 0.44%
$182.33 - $194.5 $52.3K - $55.8K
64.3K $12.5M
GOOGL
Alphabet Inc.

Communication Services
-1.6K
- 9.25%
$174.36 - $254.72 $279K - $408K
15.7K $3.82M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-75
- 0.39%
$420.11 - $472.68 $31.5K - $35.5K
19.3K $9.04M
MSFT
Microsoft Corp

Technology
-70
- 0.13%
$491.09 - $535.64 $34.4K - $37.5K
53.7K $27.8M
IVE
Ishares S&P 500 Value ETF

ETFs
-259
- 0.24%
$194.44 - $206.51 $50.4K - $53.5K
108K $22.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4
- 0.01%
$617.65 - $666.84 $2.47K - $2.67K
31.8K $21.2M
GOOG
Alphabet Inc.

Communication Services
-2.25K
- 5.7%
$175.16 - $255.24 $393K - $573K
37.1K $9.05M
AAPL
Apple Inc.

Technology
-1.86K
- 1.92%
$202.38 - $256.87 $377K - $479K
95K $24.2M
NVDA
Nvidia Corp

Technology
-1.14K
- 0.15%
$153.3 - $186.58 $174K - $212K
771K $144M
Activity Summary
Buys All Purchases 70 New Holdings 3 Increased Positions 67 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 4
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