The Analysis of Watts Gwilliam & Co., LLC's Holdings

Currently, Watts Gwilliam & Co., LLC holds 222 types of securities in its portfolio with a total value $619.1M. In the most recent quarter, they have increased their positions in PSKY (+96.7K shares, valued at $1.8M), META (+929 shares, valued at $682.3K), LDUR (+3.8K shares, valued at $369.7K); decreased their positions in GOOG (-2.2K shares, valued at $546.8K), AAPL (-1.9K shares, valued at $474.4K), UBER (-4.5K shares, valued at $442.6K); initiated new positions in PSKY (+96.7K shares, valued at $1.8M), LDUR (+3.8K shares, valued at $369.7K), UTG (+5.2K shares, valued at $204.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION770.6K shares-0.15%2025-09-302025-11-21

MSFT MICROSOFT CORP53.7K shares-0.13%2025-09-302025-11-21

AAPL APPLE INC95.0K shares-1.92%2025-09-302025-11-21

IVE ISHARES TR108.2K shares-0.24%2025-09-302025-11-21

SPY SPDR S&P 500 ETF TR31.8K shares-0.01%2025-09-302025-11-21

INTC INTEL CORP500.2K shares0.68%2025-09-302025-11-21

IVW ISHARES TR134.2K shares0.20%2025-09-302025-11-21

META META PLATFORMS INC18.9K shares5.16%2025-09-302025-11-21

Sponsored

QUAL ISHARES TR64.3K shares-0.44%2025-09-302025-11-21

VUG VANGUARD INDEX FDS22.6K shares3.19%2025-09-302025-11-21

VTV VANGUARD INDEX FDS51.7K shares0.55%2025-09-302025-11-21

AMZN AMAZON COM INC43.6K shares2.16%2025-09-302025-11-21

PEP PEPSICO INC64.8K shares0.02%2025-09-302025-11-21

GOOG ALPHABET INC37.1K shares-5.70%2025-09-302025-11-21

IWF ISHARES TR19.3K shares-0.39%2025-09-302025-11-21

IJR ISHARES TR70.8K shares0.11%2025-09-302025-11-21

Sponsored

AVUV AMERICAN CENTY ETF TR82.8K shares0.13%2025-09-302025-11-21

VIG VANGUARD SPECIALIZED FUNDS36.7K shares2.66%2025-09-302025-11-21

QQQ INVESCO QQQ TR11.3K shares0.09%2025-09-302025-11-21

BCPC BALCHEM CORP42.1K shares0.00%2025-09-302025-11-21

NFLX NETFLIX INC4.6K shares0.00%2025-09-302025-11-21

AMGN AMGEN INC18.9K shares0.00%2025-09-302025-11-21

JPM JPMORGAN CHASE & CO.16.7K shares0.00%2025-09-302025-11-21

QLD PROSHARES TR35.9K shares1.42%2025-09-302025-11-21

Sponsored

CRWD CROWDSTRIKE HLDGS INC9.3K shares0.28%2025-09-302025-11-21

V VISA INC12.4K shares2.06%2025-09-302025-11-21

IJT ISHARES TR28.5K shares-0.38%2025-09-302025-11-21

IWD ISHARES TR19.6K shares0.19%2025-09-302025-11-21

TLT ISHARES TR44.4K shares-2.21%2025-09-302025-11-21

ABBV ABBVIE INC16.9K shares0.16%2025-09-302025-11-21

GOOGL ALPHABET INC15.7K shares-9.25%2025-09-302025-11-21

ENSG ENSIGN GROUP INC21.5K shares0.00%2025-09-302025-11-21

Sponsored

AR ANTERO RESOURCES CORP110.1K shares0.00%2025-09-302025-11-21

GBTC GRAYSCALE BITCOIN TRUST ETF40.0K shares0.00%2025-09-302025-11-21

VRT VERTIV HOLDINGS CO23.2K shares0.43%2025-09-302025-11-21

TSLA TESLA INC7.4K shares0.00%2025-09-302025-11-21

WMT WALMART INC31.5K shares7.87%2025-09-302025-11-21

AVGO BROADCOM INC9.7K shares0.04%2025-09-302025-11-21

VB VANGUARD INDEX FDS12.2K shares0.00%2025-09-302025-11-21

UBER UBER TECHNOLOGIES INC30.4K shares-12.93%2025-09-302025-11-21

Sponsored

ONON ON HLDG AG66.5K shares-0.15%2025-09-302025-11-21

JAAA JANUS DETROIT STR TR55.3K shares-2.15%2025-09-302025-11-21

LONZ PIMCO ETF TR53.5K shares-5.55%2025-09-302025-11-21

GRNY TIDAL TRUST I106.4K shares12.96%2025-09-302025-11-21

DDOG DATADOG INC17.8K shares0.56%2025-09-302025-11-21

COST COSTCO WHSL CORP NEW2.7K shares0.96%2025-09-302025-11-21

DXCM DEXCOM INC36.7K shares0.55%2025-09-302025-11-21

GS GOLDMAN SACHS GROUP INC3.1K shares0.23%2025-09-302025-11-21

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC61.8K shares0.49%2025-09-302025-11-21

XLK SELECT SECTOR SPDR TR8.4K shares0.01%2025-09-302025-11-21

IHAK ISHARES TR43.4K shares0.00%2025-09-302025-11-21

T AT&T INC75.6K shares-0.66%2025-09-302025-11-21

ICSH ISHARES TR42.1K shares-1.39%2025-09-302025-11-21

CVX CHEVRON CORP NEW13.7K shares0.00%2025-09-302025-11-21

YUM YUM BRANDS INC13.8K shares0.00%2025-09-302025-11-21

CIBR FIRST TR EXCHANGE TRADED FD26.7K shares1.81%2025-09-302025-11-21

Sponsored

PFE PFIZER INC79.4K shares0.00%2025-09-302025-11-21

SHOP SHOPIFY INC13.0K shares-13.06%2025-09-302025-11-21

FDN FIRST TR EXCHANGE-TRADED FD6.8K shares0.00%2025-09-302025-11-21

BRK.B BERKSHIRE HATHAWAY INC DEL3.7K shares0.00%2025-09-302025-11-21

EFA ISHARES TR19.9K shares0.00%2025-09-302025-11-21

HON HONEYWELL INTL INC8.7K shares0.00%2025-09-302025-11-21

PSKY PARAMOUNT SKYDANCE CORP96.7K sharesnew addition2025-09-302025-11-21

HD HOME DEPOT INC4.5K shares9.34%2025-09-302025-11-21

Sponsored

XOM EXXON MOBIL CORP15.6K shares0.00%2025-09-302025-11-21

XLF SELECT SECTOR SPDR TR32.1K shares0.02%2025-09-302025-11-21

MRK MERCK & CO INC20.0K shares0.00%2025-09-302025-11-21

VOO VANGUARD INDEX FDS2.7K shares0.00%2025-09-302025-11-21

DVY ISHARES TR11.6K shares0.36%2025-09-302025-11-21

DIS DISNEY WALT CO14.3K shares0.00%2025-09-302025-11-21

IVV ISHARES TR2.4K shares0.04%2025-09-302025-11-21

KLAC KLA CORP1.5K shares0.00%2025-09-302025-11-21

Sponsored

TNA DIREXION SHS ETF TR33.6K shares7.92%2025-09-302025-11-21

CSCO CISCO SYS INC21.7K shares3.53%2025-09-302025-11-21

FCX FREEPORT-MCMORAN INC35.1K shares0.00%2025-09-302025-11-21

MCD MCDONALDS CORP4.2K shares4.30%2025-09-302025-11-21

OPAD OFFERPAD SOLUTIONS INC309.0K shares-7.35%2025-09-302025-11-21

DGRO ISHARES TR17.2K shares0.12%2025-09-302025-11-21

BOND PIMCO ETF TR12.4K shares10.64%2025-09-302025-11-21

PLTR PALANTIR TECHNOLOGIES INC6.3K shares-1.95%2025-09-302025-11-21

Sponsored

ARM ARM HOLDINGS PLC8.1K shares0.00%2025-09-302025-11-21

AXP AMERICAN EXPRESS CO3.4K shares0.00%2025-09-302025-11-21

GSY INVESCO ACTIVELY MANAGED EXC22.4K shares0.18%2025-09-302025-11-21

MU MICRON TECHNOLOGY INC6.6K shares-1.90%2025-09-302025-11-21

AMD ADVANCED MICRO DEVICES INC6.7K shares6.94%2025-09-302025-11-21

BAC BANK AMERICA CORP20.7K shares0.00%2025-09-302025-11-21

XLE SELECT SECTOR SPDR TR12.0K shares0.24%2025-09-302025-11-21

OKLO OKLO INC9.5K shares-7.06%2025-09-302025-11-21

Sponsored

ABT ABBOTT LABS7.7K shares-3.75%2025-09-302025-11-21

AGG ISHARES TR10.2K shares0.00%2025-09-302025-11-21

SRE SEMPRA10.7K shares0.00%2025-09-302025-11-21

QCOM QUALCOMM INC5.7K shares-8.92%2025-09-302025-11-21

UPS UNITED PARCEL SERVICE INC11.3K shares-0.88%2025-09-302025-11-21

FDX FEDEX CORP4.0K shares1.25%2025-09-302025-11-21

LMT LOCKHEED MARTIN CORP1.8K shares0.28%2025-09-302025-11-21

GSLC GOLDMAN SACHS ETF TR6.7K shares11.81%2025-09-302025-11-21

Sponsored

GINN GOLDMAN SACHS ETF TR11.8K shares0.00%2025-09-302025-11-21

CELH CELSIUS HLDGS INC14.9K shares0.00%2025-09-302025-11-21

ET ENERGY TRANSFER L P48.7K shares0.00%2025-09-302025-11-21

LLY ELI LILLY & CO1.1K shares0.00%2025-09-302025-11-21

KO COCA COLA CO12.4K shares0.00%2025-09-302025-11-21

IWM ISHARES TR3.2K shares0.03%2025-09-302025-11-21

SHV ISHARES TR7.0K shares0.00%2025-09-302025-11-21

SPDW SPDR INDEX SHS FDS17.5K shares0.00%2025-09-302025-11-21

Sponsored

C CITIGROUP INC7.3K shares0.00%2025-09-302025-11-21

CRM SALESFORCE INC3.1K shares0.00%2025-09-302025-11-21

XLV SELECT SECTOR SPDR TR5.2K shares0.00%2025-09-302025-11-21

JNJ JOHNSON & JOHNSON3.9K shares0.00%2025-09-302025-11-21

VZ VERIZON COMMUNICATIONS INC16.0K shares0.00%2025-09-302025-11-21

ARCC ARES CAPITAL CORP34.5K shares0.12%2025-09-302025-11-21

EOG EOG RES INC6.3K shares0.00%2025-09-302025-11-21

IJS ISHARES TR6.3K shares0.06%2025-09-302025-11-21

Sponsored

XLI SELECT SECTOR SPDR TR4.5K shares0.00%2025-09-302025-11-21

CAT CATERPILLAR INC1.4K shares0.00%2025-09-302025-11-21

TQQQ PROSHARES TR6.5K shares0.03%2025-09-302025-11-21

XLY SELECT SECTOR SPDR TR2.8K shares0.00%2025-09-302025-11-21

MCHP MICROCHIP TECHNOLOGY INC.10.2K shares0.00%2025-09-302025-11-21

IYF ISHARES TR5.2K shares0.04%2025-09-302025-11-21

PG PROCTER AND GAMBLE CO4.2K shares0.00%2025-09-302025-11-21

ISRG INTUITIVE SURGICAL INC1.4K shares5.99%2025-09-302025-11-21

Sponsored

BX BLACKSTONE INC3.7K shares0.00%2025-09-302025-11-21

WTAI WISDOMTREE TR21.4K shares0.00%2025-09-302025-11-21

IBIT ISHARES BITCOIN TRUST ETF9.2K shares0.69%2025-09-302025-11-21

DGRW WISDOMTREE TR6.4K shares0.06%2025-09-302025-11-21

IWN ISHARES TR3.1K shares0.10%2025-09-302025-11-21

AAL AMERICAN AIRLS GROUP INC49.0K shares0.00%2025-09-302025-11-21

FLOT ISHARES TR10.6K shares0.00%2025-09-302025-11-21

ANET ARISTA NETWORKS INC3.7K shares0.00%2025-09-302025-11-21

Sponsored

IUSG ISHARES TR3.2K shares0.00%2025-09-302025-11-21

SPEM SPDR INDEX SHS FDS11.0K shares0.00%2025-09-302025-11-21

BLK BLACKROCK INC435 shares0.00%2025-09-302025-11-21

ZION ZIONS BANCORPORATION N A8.9K shares0.00%2025-09-302025-11-21

VNQ VANGUARD INDEX FDS5.5K shares-0.99%2025-09-302025-11-21

KGC KINROSS GOLD CORP20.2K shares0.00%2025-09-302025-11-21

CPT CAMDEN PPTY TR4.7K shares-0.81%2025-09-302025-11-21

IYY ISHARES TR3.1K shares0.13%2025-09-302025-11-21

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.8K shares0.00%2025-09-302025-11-21

MS MORGAN STANLEY3.1K shares0.00%2025-09-302025-11-21

JOBY JOBY AVIATION INC30.4K shares0.00%2025-09-302025-11-21

MA MASTERCARD INCORPORATED858 shares-8.04%2025-09-302025-11-21

XLP SELECT SECTOR SPDR TR6.2K shares0.00%2025-09-302025-11-21

VV VANGUARD INDEX FDS1.6K shares0.00%2025-09-302025-11-21

ACHR ARCHER AVIATION INC49.6K shares0.00%2025-09-302025-11-21

AIG AMERICAN INTL GROUP INC6.0K shares0.02%2025-09-302025-11-21

Sponsored

BILZ PIMCO ETF TR4.4K shares0.00%2025-09-302025-11-21

DELL DELL TECHNOLOGIES INC3.1K shares0.00%2025-09-302025-11-21

APP APPLOVIN CORP600 shares20.00%2025-09-302025-11-21

PANW PALO ALTO NETWORKS INC2.1K shares9.13%2025-09-302025-11-21

IEFA ISHARES TR4.8K shares0.00%2025-09-302025-11-21

BA BOEING CO1.9K shares0.00%2025-09-302025-11-21

PLD PROLOGIS INC.3.6K shares0.08%2025-09-302025-11-21

EQIX EQUINIX INC517 shares0.00%2025-09-302025-11-21

Sponsored

BTC GRAYSCALE BITCOIN MINI TR ET8.0K shares0.00%2025-09-302025-11-21

IUSV ISHARES TR4.0K shares0.00%2025-09-302025-11-21

OEF ISHARES TR1.2K shares0.00%2025-09-302025-11-21

APLE APPLE HOSPITALITY REIT INC32.6K shares2.08%2025-09-302025-11-21

SNOW SNOWFLAKE INC1.7K shares0.00%2025-09-302025-11-21

ETN EATON CORP PLC1.0K shares0.00%2025-09-302025-11-21

ADBE ADOBE INC1.1K shares0.00%2025-09-302025-11-21

SBUX STARBUCKS CORP4.5K shares-15.15%2025-09-302025-11-21

Sponsored

IYR ISHARES TR3.9K shares0.00%2025-09-302025-11-21

LDUR PIMCO ETF TR3.8K sharesnew addition2025-09-302025-11-21

SCZ ISHARES TR4.8K shares0.00%2025-09-302025-11-21

ORCL ORACLE CORP1.3K shares0.00%2025-09-302025-11-21

GLD SPDR GOLD TR1.0K shares24.91%2025-09-302025-11-21

VGT VANGUARD WORLD FD461 shares0.00%2025-09-302025-11-21

NOW SERVICENOW INC368 shares0.00%2025-09-302025-11-21

UNH UNITEDHEALTH GROUP INC965 shares0.00%2025-09-302025-11-21

Sponsored

LRCX LAM RESEARCH CORP2.4K shares0.00%2025-09-302025-11-21

TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K shares0.00%2025-09-302025-11-21

XLC SELECT SECTOR SPDR TR2.6K shares0.00%2025-09-302025-11-21

COP CONOCOPHILLIPS3.2K shares0.00%2025-09-302025-11-21

NEE NEXTERA ENERGY INC4.0K shares0.00%2025-09-302025-11-21

USMV ISHARES TR3.1K shares0.19%2025-09-302025-11-21

XLU SELECT SECTOR SPDR TR3.4K shares0.03%2025-09-302025-11-21

RTX RTX CORPORATION1.8K shares0.00%2025-09-302025-11-21

Sponsored

CHH CHOICE HOTELS INTL INC2.7K shares0.00%2025-09-302025-11-21

VEA VANGUARD TAX-MANAGED FDS4.8K shares0.06%2025-09-302025-11-21

ETHA ISHARES ETHEREUM TR9.1K shares1.47%2025-09-302025-11-21

VYM VANGUARD WHITEHALL FDS2.0K shares0.00%2025-09-302025-11-21

ASML ASML HOLDING N V291 shares0.00%2025-09-302025-11-21

MAR MARRIOTT INTL INC NEW1.1K shares0.00%2025-09-302025-11-21

BROS DUTCH BROS INC5.3K shares0.00%2025-09-302025-11-21

LOW LOWES COS INC1.1K shares0.00%2025-09-302025-11-21

Sponsored

AON AON PLC762 shares0.00%2025-09-302025-11-21

AMT AMERICAN TOWER CORP NEW1.4K shares0.00%2025-09-302025-11-21

MMM 3M CO1.7K shares0.00%2025-09-302025-11-21

WAL WESTERN ALLIANCE BANCORP3.1K shares0.00%2025-09-302025-11-21

DFAS DIMENSIONAL ETF TRUST3.7K shares0.08%2025-09-302025-11-21

NOC NORTHROP GRUMMAN CORP417 shares0.00%2025-09-302025-11-21

VTI VANGUARD INDEX FDS754 shares0.00%2025-09-302025-11-21

IJH ISHARES TR3.8K shares0.03%2025-09-302025-11-21

Sponsored

VLO VALERO ENERGY CORP1.4K shares0.00%2025-09-302025-11-21

IWB ISHARES TR663 shares0.15%2025-09-302025-11-21

MPC MARATHON PETE CORP1.2K shares0.00%2025-09-302025-11-21

ETHE GRAYSCALE ETHEREUM TRUST ETF7.0K shares0.00%2025-09-302025-11-21

TGT TARGET CORP2.6K shares3.96%2025-09-302025-11-21

BMY BRISTOL-MYERS SQUIBB CO5.2K shares0.00%2025-09-302025-11-21

AVXL ANAVEX LIFE SCIENCES CORP26.0K shares0.00%2025-09-302025-11-21

WM WASTE MGMT INC DEL1.0K shares0.00%2025-09-302025-11-21

Sponsored

MINT PIMCO ETF TR2.2K shares0.00%2025-09-302025-11-21

EW EDWARDS LIFESCIENCES CORP2.9K shares0.00%2025-09-302025-11-21

BG BUNGE GLOBAL SA2.7K shares0.00%2025-09-302025-11-21

MUB ISHARES TR2.1K shares0.00%2025-09-302025-11-21

HDV ISHARES TR1.8K shares0.00%2025-09-302025-11-21

ROP ROPER TECHNOLOGIES INC425 shares0.00%2025-09-302025-11-21

ADP AUTOMATIC DATA PROCESSING IN713 shares0.00%2025-09-302025-11-21

GLW CORNING INC2.5K shares0.00%2025-09-302025-11-21

Sponsored

ESGU ISHARES TR1.4K shares0.00%2025-09-302025-11-21

PM PHILIP MORRIS INTL INC1.3K shares0.00%2025-09-302025-11-21

UTG REAVES UTIL INCOME FD5.2K sharesnew addition2025-09-302025-11-21

SMMU PIMCO ETF TR4.0K shares0.00%2025-09-302025-11-21

DE DEERE & CO444 shares0.00%2025-09-302025-11-21

F FORD MTR CO14.0K shares0.00%2025-09-302025-11-21

RIVN RIVIAN AUTOMOTIVE INC10.7K shares0.00%2025-09-302025-11-21

NCA NUVEEN CALIFORNIA MUNI VLU F11.7K shares0.00%2025-09-302025-11-21

Sponsored

EVTL VERTICAL AEROSPACE LTD15.0K shares0.00%2025-09-302025-11-21

NAT NORDIC AMERICAN TANKERS LIMI20.0K shares0.00%2025-09-302025-11-21

SRTA STRATA CRITICAL MEDICAL INC12.0K shares0.00%2025-09-302025-11-21

POWW OUTDOOR HOLDING CO40.2K shares0.00%2025-09-302025-11-21

PDSB PDS BIOTECHNOLOGY CORP55.0K shares0.00%2025-09-302025-11-21

CELG.R BRISTOL-MYERS SQUIBB CO20.0K shares0.00%2025-09-302025-11-21

Call Option Holdings

AVXL Call CallANAVEX LIFE SCIENCES CORP109.0K shares0.00%2025-09-302025-11-21

Put Option Holdings

SPY Put PutSPDR S&P 500 ETF TR81.5K sharesnew addition2025-09-302025-11-21

INTC Put PutINTEL CORP43.4K shares15.73%2025-09-302025-11-21

NVDA Put PutNVIDIA CORPORATION16.0K shares-49.53%2025-09-302025-11-21

T Put PutAT&T INC13.7K shares0.00%2025-09-302025-11-21

SMH Put PutVANECK ETF TRUST11.5K sharesnew addition2025-09-302025-11-21