Watts Gwilliam & Co., LLC Reduced Holdings in Q4 2024

Watts Gwilliam & Co., LLC

  • $474 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EQIX
Equinix Inc

Real Estate
-28
- 7.0%
$865.69 - $985.0 $24.2K - $27.6K
372 $350M
BLK
Black Rock Inc.

Financial Services
-7
- 1.96%
$934.02 - $1065.26 $6.54K - $7.46K
351 $344M
IYF
Ishares Tr

ETFs
-392
- 5.75%
$102.7 - $119.05 $40.3K - $46.7K
6.43K $713M
OEF
Ishares S&P 100 ETF

ETFs
-49
- 3.19%
N/A
1.49K $430M
ARCC
Ares Capital Corp

Financial Services
-205
- 1.89%
$20.74 - $22.27 $4.25K - $4.57K
10.7K $235M
SCHW
Schwab Charles Corp

Financial Services
-2.62K
- 9.71%
$63.31 - $82.85 $166K - $217K
24.3K $1.76B
BMY
Bristol Myers Squibb CO

Healthcare
-60
- 1.17%
$51.92 - $59.94 $3.12K - $3.6K
5.06K $289M
SRE
Sempra Energy

Utilities
-70
- 0.66%
$80.81 - $94.77 $5.66K - $6.63K
10.5K $888M
VUG
Vanguard Growth ETF

ETFs
-1.25K
- 6.37%
$378.79 - $428.11 $472K - $533K
18.3K $7.56B
MS
Morgan Stanley

Financial Services
-45
- 1.44%
$104.42 - $134.99 $4.7K - $6.07K
3.07K $390M
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 0.33%
$873.59 - $994.69 $6.12K - $6.96K
2.14K $1.97B
CRM
Salesforce, Inc.

Technology
-213
- 5.47%
$270.87 - $367.87 $57.7K - $78.4K
3.68K $1.2B
C
Citigroup Inc

Financial Services
-234
- 3.09%
$61.31 - $72.5 $14.3K - $17K
7.34K $540M
VB
Vanguard Small Cap ETF

ETFs
-108
- 0.83%
$233.76 - $261.58 $25.2K - $28.3K
13K $3.13B
XLY
Select Sector Spdr Consumer Di

ETFs
-36
- 1.17%
$194.8 - $239.43 $7.01K - $8.62K
3.03K $675M
MSFT
Microsoft Corp

Technology
-604
- 1.38%
$406.35 - $454.46 $245K - $274K
43.3K $18.3B
BAC
Bank Of America Corp

Financial Services
-6.1K
- 9.74%
$39.22 - $47.77 $239K - $291K
56.5K $2.6B
AXP
American Express CO

Financial Services
-10
- 0.29%
$267.35 - $305.57 $2.67K - $3.06K
3.4K $1.03B
Grayscale Bitcoin Mini Tr Bt
-33.4K
- 80.0%
N/A
8.35K $357M
FDN
First Tr Fd Dow Jones

ETFs
-106
- 1.37%
$210.5 - $257.24 $22.3K - $27.3K
7.63K $1.88B
GS
Goldman Sachs Group Inc

Financial Services
-48
- 1.48%
$486.1 - $608.57 $23.3K - $29.2K
3.19K $1.85B
DIS
Walt Disney CO

Communication Services
-63
- 0.43%
$92.39 - $117.6 $5.82K - $7.41K
14.5K $1.62B
QLD
Proshares Ultra Qqq

ETFs
-220
- 0.63%
$97.85 - $120.25 $21.5K - $26.5K
34.8K $3.82B
CRWD
Crowd Strike Holdings, Inc.

Technology
-270
- 4.64%
$275.15 - $388.2 $74.3K - $105K
5.55K $2B
JPM
Jpmorgan Chase & CO

Financial Services
-1.06K
- 6.09%
$205.18 - $250.29 $218K - $266K
16.4K $3.99B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-127
- 0.59%
$370.24 - $418.94 $47K - $53.2K
21.6K $8.71B
GOOG
Alphabet Inc.

Communication Services
-1.61K
- 3.88%
$163.08 - $198.16 $262K - $318K
39.8K $7.83B
AAPL
Apple Inc.

Technology
-2.39K
- 2.3%
$221.69 - $259.02 $529K - $618K
101K $24.5B
Activity Summary
Buys All Purchases 95 New Holdings 20 Increased Positions 75 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 3
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