Watts Gwilliam & Co., LLC Incresed Positions in Q4 2024

Watts Gwilliam & Co., LLC

  • $474 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAS
Dimensional ETF Tr U S Small C

ETFs
4
+ 0.11%
$63.58 - $71.15 $254 - $285
3.71K $242M
IWN
Ishares Russell2000 Val ETF

ETFs
4
+ 0.13%
$162.69 - $181.35 $651 - $725
3.18K $522M
PANW
Palo Alto Networks Inc

Technology
749
+ 104.32%
$181.96 - $405.9 $136K - $304K
1.47K $257M
SHV
Ishares Tr

ETFs
2
+ 0.06%
$109.92 - $110.57 $220 - $221
3.4K $375M
IYR
Ishares Tr

ETFs
300
+ 7.57%
$90.74 - $102.87 $27.2K - $30.9K
4.27K $390M
IWD
Ishares Russell 1000 Val ETF

ETFs
249
+ 1.26%
$183.23 - $199.79 $45.6K - $49.7K
20.1K $3.73B
ABT
Abbott Laboratories

Healthcare
11
+ 0.14%
$111.93 - $119.39 $1.23K - $1.31K
7.86K $892M
IBM
International Business Machines Corp

Technology
5
+ 0.22%
$204.9 - $238.04 $1.02K - $1.19K
2.27K $509M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5
+ 0.12%
$88.59 - $94.57 $443 - $473
4.35K $385M
AMAT
Applied Materials Inc

Technology
1
+ 0.09%
$161.44 - $213.89 $161 - $214
1.18K $209M
PLD
Prologis, Inc.

Real Estate
76
+ 2.24%
$101.4 - $126.96 $7.71K - $9.65K
3.48K $371M
YUM
Yum Brands Inc

Consumer Cyclical
241
+ 1.74%
$130.36 - $139.54 $31.4K - $33.6K
14.1K $1.81B
HD
Home Depot, Inc.

Consumer Cyclical
23
+ 0.97%
$385.02 - $431.37 $8.86K - $9.92K
2.4K $922M
AMT
American Tower Corp

Real Estate
6
+ 0.37%
$179.4 - $232.01 $1.08K - $1.39K
1.63K $289M
KO
Coca Cola CO

Consumer Defensive
6
+ 0.06%
$61.74 - $71.71 $370 - $430
9.88K $601M
CVS
Cvs Health Corp

Healthcare
650
+ 9.77%
$43.78 - $67.46 $28.5K - $43.8K
7.3K $334M
XOM
Exxon Mobil Corp

Energy
461
+ 3.56%
$105.51 - $125.37 $48.6K - $57.8K
13.4K $1.46B
LLY
Eli Lilly & CO

Healthcare
96
+ 6.03%
$727.2 - $932.06 $69.8K - $89.5K
1.69K $1.31B
COP
Conocophillips

Energy
48
+ 0.25%
$95.12 - $114.72 $4.57K - $5.51K
19.4K $1.97B
ABBV
Abb Vie Inc.

Healthcare
70
+ 0.43%
$164.99 - $203.87 $11.5K - $14.3K
16.2K $2.91B
LMT
Lockheed Martin Corp

Industrials
4
+ 0.22%
$479.66 - $614.62 $1.92K - $2.46K
1.81K $838M
ENSG
Ensign Group, Inc

Healthcare
8
+ 0.04%
$132.78 - $156.91 $1.06K - $1.26K
20K $2.62B
AMGN
Amgen Inc

Healthcare
128
+ 0.73%
$258.78 - $328.31 $33.1K - $42K
17.7K $4.63B
PEP
Pepsico Inc

Consumer Defensive
468
+ 0.72%
$151.29 - $176.1 $70.8K - $82.4K
65K $9.46B
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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