Watts Gwilliam & Co., LLC Purchases in Q3 2024

Watts Gwilliam & Co., LLC

  • $459 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
3.04K
New
$120.77 - $159.66 $368K - $486K
3.04K $455M
DGRO
Ishares Core Dividend Growth E

ETFs
6.23K
+ 43.82%
$57.47 - $62.76 $358K - $391K
20.4K $1.27B
ZION
Zions Bancorporation, National Association

Financial Services
9.47K
New
$42.49 - $52.53 $402K - $497K
9.47K $447M
MCD
Mcdonalds Corp

Consumer Cyclical
1.29K
+ 70.38%
$245.82 - $304.51 $317K - $393K
3.12K $943M
JNJ
Johnson & Johnson

Healthcare
2.53K
+ 54.82%
$145.48 - $167.38 $368K - $423K
7.15K $1.14B
CMCSA
Comcast Corp

Communication Services
9.71K
+ 30.75%
$37.33 - $41.78 $362K - $406K
41.3K $1.69B
CSCO
Cisco Systems, Inc.

Technology
7.33K
+ 59.03%
$44.74 - $53.22 $328K - $390K
19.8K $1.04B
HD
Home Depot, Inc.

Consumer Cyclical
720
+ 43.5%
$333.64 - $405.2 $240K - $292K
2.38K $984M
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
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
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
3.64K
+ 7.18%
$43.42 - $48.95 $158K - $178K
54.4K $2.64B
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
LMT
Lockheed Martin Corp

Industrials
152
+ 9.21%
$460.3 - $584.56 $70K - $88.9K
1.8K $1.1B
LLY
Eli Lilly & CO

Healthcare
97
+ 6.49%
$772.14 - $960.02 $74.9K - $93.1K
1.59K $1.45B
XOM
Exxon Mobil Corp

Energy
2.16K
+ 20.06%
$109.72 - $119.0 $237K - $257K
12.9K $1.58B
DOCN
Digital Ocean Holdings, Inc.

Technology
7.14K
New
$27.27 - $43.23 $195K - $309K
7.14K $297M
XLK
Technology Sector Spdr

ETFs
518
+ 6.16%
$197.34 - $237.68 $102K - $123K
8.93K $2.03B
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
FICO
Fair Isaac Corp

Technology
6
+ 1.5%
$1496.51 - $1947.38 $8.98K - $11.7K
406 $808M
PANW
Palo Alto Networks Inc

Technology
718
New
$294.18 - $368.01 $211K - $264K
718 $255M
Direxion Shs ETF Tr
1.31K
+ 50.27%
N/A
3.9K $569M
Ishares Bitcoin Trust ETF
6.96K
New
N/A
6.96K $246M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.37K
+ 30.73%
$217.89 - $392.15 $298K - $536K
5.82K $1.7B
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
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
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
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
IBM
International Business Machines Corp

Technology
157
+ 7.43%
$175.1 - $223.38 $27.5K - $35.1K
2.27K $519M
CRM
Salesforce, Inc.

Technology
383
+ 10.9%
$238.42 - $276.53 $91.3K - $106K
3.9K $1.14B
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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