Watts Gwilliam & Co., LLC Sells in Q3 2024

Watts Gwilliam & Co., LLC

  • $459 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.73K
- 51.26%
$475.2 - $527.7 $1.3M - $1.44M
2.59K $1.37B
CELH
Celsius Holdings, Inc.

Consumer Defensive
-73
- 0.49%
$31.02 - $58.9 $2.26K - $4.3K
14.9K $427M
IWM
Ishares Russell 2000 ETF

ETFs
-4.3K
- 67.39%
$200.87 - $224.6 $864K - $966K
2.08K $453M
CVS
Cvs Health Corp

Healthcare
-14.4K
- 68.36%
$55.81 - $63.18 $802K - $908K
6.65K $438M
SBUX
Starbucks Corp

Consumer Cyclical
-11.2K
- 50.33%
$72.51 - $98.6 $809K - $1.1M
11K $1.06B
VEA
Vanguard Ftse Developed Market

ETFs
-7.26K
- 62.35%
$47.6 - $53.31 $345K - $387K
4.38K $227M
BA
Boeing CO

Industrials
-1.11K
- 31.91%
$152.04 - $190.6 $168K - $211K
2.36K $365M
SHV
Ishares Tr

ETFs
-1.81K
- 34.68%
$110.05 - $110.63 $199K - $200K
3.4K $375M
AAL
American Airlines Group Inc.

Industrials
-739
- 1.35%
$11.04 - $11.04 $8.16K - $8.16K
53.9K $642M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.85K
- 7.7%
$75.32 - $84.37 $140K - $156K
22.2K $1.82B
CPT
Camden Property Trust

Real Estate
-1.45K
- 20.55%
$107.5 - $126.88 $156K - $184K
5.62K $674M
NOC
Northrop Grumman Corp

Industrials
-192
- 26.7%
$423.73 - $533.14 $81.4K - $102K
527 $281M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-774
- 10.03%
$95.81 - $109.03 $74.2K - $84.4K
6.94K $728M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-775
- 24.32%
$87.56 - $95.49 $67.9K - $74K
2.41K $228M
IEFA
Ishares Tr

ETFs
-735
- 12.43%
$70.09 - $78.74 $51.5K - $57.9K
5.18K $396M
AIG
American International Group, Inc.

Financial Services
-16
- 0.22%
$70.16 - $79.23 $1.12K - $1.27K
7.33K $547M
F
Ford Motor CO

Consumer Cyclical
-47
- 0.33%
$9.71 - $14.55 $456 - $684
14.2K $149M
EOG
Eog Resources Inc

Energy
-186
- 9.67%
$117.9 - $132.65 $21.9K - $24.7K
1.74K $226M
IWN
Ishares Russell2000 Val ETF

ETFs
-210
- 6.21%
$150.05 - $171.34 $31.5K - $36K
3.17K $519M
C
Citigroup Inc

Financial Services
-110
- 1.43%
$56.11 - $67.61 $6.17K - $7.44K
7.57K $479M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-200
- 7.97%
$117.9 - $128.2 $23.6K - $25.6K
2.31K $296M
WM
Waste Management Inc

Industrials
-15
- 1.43%
$196.96 - $223.45 $2.95K - $3.35K
1.03K $216M
IYF
Ishares Tr

ETFs
-629
- 8.45%
$93.83 - $105.05 $59K - $66.1K
6.82K $709M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-41
- 0.85%
$94.39 - $96.15 $3.87K - $3.94K
4.77K $455M
VNQ
Vanguard Specialized Funds Van

ETFs
-947
- 10.98%
$82.97 - $98.97 $78.6K - $93.7K
7.68K $725M
APLE
Apple Hospitality Reit, Inc.

Real Estate
-276
- 1.42%
$13.7 - $15.35 $3.78K - $4.24K
19.1K $290M
SOFI
So Fi Technologies, Inc.

Financial Services
-1.45K
- 8.68%
$6.32 - $8.19 $9.16K - $11.9K
15.2K $128M
PSA
Public Storage

Real Estate
-153
- 17.98%
$283.13 - $365.01 $43.3K - $55.8K
698 $243M
EQIX
Equinix Inc

Real Estate
-32
- 7.41%
$749.0 - $890.01 $24K - $28.5K
400 $349M
PLD
Prologis, Inc.

Real Estate
-173
- 4.84%
$111.95 - $132.43 $19.4K - $22.9K
3.4K $406M
IYR
Ishares Tr

ETFs
-290
- 6.82%
$86.93 - $103.61 $25.2K - $30K
3.97K $391M
GINN
Goldman Sachs ETF Tr Innovate

ETFs
-661
- 4.93%
$53.43 - $61.11 $35.3K - $40.4K
12.8K $777M
FDN
First Tr Fd Dow Jones

ETFs
-313
- 3.89%
$183.68 - $212.48 $57.5K - $66.5K
7.74K $1.66B
TQQQ
Proshares Ultrapro Qqq

ETFs
-88
- 2.14%
$53.19 - $84.93 $4.68K - $7.47K
4.02K $292M
XLF
Financial Sector Spdr

ETFs
-1.36K
- 3.98%
$40.84 - $45.74 $55.3K - $62K
32.7K $1.48B
AMGN
Amgen Inc

Healthcare
-58
- 0.33%
$309.38 - $337.38 $17.9K - $19.6K
17.5K $5.57B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.13K
- 8.93%
$332.02 - $382.76 $706K - $814K
21.7K $8.17B
VB
Vanguard Small Cap ETF

ETFs
-78
- 0.59%
$214.77 - $237.72 $16.8K - $18.5K
13.1K $3.07B
IWD
Ishares Russell 1000 Val ETF

ETFs
-122
- 0.61%
$173.36 - $189.8 $21.1K - $23.2K
19.8K $3.74B
QLD
Proshares Ultra Qqq

ETFs
-38
- 0.11%
$81.06 - $109.83 $3.08K - $4.17K
35K $3.54B
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.68K
- 3.18%
$84.77 - $97.13 $312K - $358K
112K $10.8B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-117
- 0.17%
$162.64 - $179.3 $19K - $21K
70.3K $12.6B
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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