Watts Gwilliam & Co., LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 5 quarters from 2024-03-31 to 2025-09-30, Watts Gwilliam & Co., LLC opened 69 positions, added to 253, reduced 169 and sold out of 38.
- Q3 2025: Stock INTC; Country of operation United States; Class COM; Shares before 496,873.
- Q3 2025: Stock DXCM; Country of operation United States; Class COM; Shares before 36,546.
- Q3 2025: Stock AMZN; Country of operation United States; Class COM; Shares before 42,638.
- Q3 2025: Stock VRT; Country of operation United States; Class COM CL A; Shares before 23,128.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1657733), 5 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-09-19); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-10); Q3 2024 (2024-03-31 to 2024-09-30, filed 2024-10-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2025 | INTC
INTEL CORP | United States | COM | 496,873 | 500,243 | +3,370 | $15,189,410 | $16,783,155 | +$1,593,745 | 2025-11-21 |
|---|
| Q3 2025 | DXCM
DEXCOM INC | United States | COM | 36,546 | 36,746 | +200 | $2,769,456 | $2,472,638 | -$296,818 | 2025-11-21 |
|---|
| Q3 2025 | AMZN
AMAZON COM INC | United States | COM | 42,638 | 43,559 | +921 | $9,859,191 | $9,564,256 | -$294,935 | 2025-11-21 |
|---|
| Q3 2025 | VRT
VERTIV HOLDINGS CO | United States | COM CL A | 23,128 | 23,228 | +100 | $3,283,220 | $3,504,247 | +$221,027 | 2025-11-21 |
|---|
| Q3 2025 | WMT
WALMART INC | United States | COM | 29,199 | 31,496 | +2,297 | $3,024,978 | $3,245,940 | +$220,962 | 2025-11-21 |
|---|
| Q3 2025 | ABBV
ABBVIE INC | United States | COM | 16,830 | 16,857 | +27 | $3,736,097 | $3,903,075 | +$166,978 | 2025-11-21 |
|---|
| Q3 2025 | AVGO
BROADCOM INC | United States | COM | 9,735 | 9,739 | +4 | $3,361,901 | $3,213,149 | -$148,752 | 2025-11-21 |
|---|
| Q3 2025 | META
META PLATFORMS INC | United States | CL A | 18,016 | 18,945 | +929 | $14,057,084 | $13,913,117 | -$143,967 | 2025-11-21 |
|---|
| Q3 2025 | V
VISA INC | United States | COM CL A | 12,130 | 12,380 | +250 | $4,102,156 | $4,226,318 | +$124,162 | 2025-11-21 |
|---|
| Q3 2025 | APP
APPLOVIN CORP | United States | COM CL A | 500 | 600 | +100 | $310,760 | $431,124 | +$120,364 | 2025-11-21 |
|---|
| Q3 2025 | DDOG
DATADOG INC | United States | CL A COM | 17,732 | 17,832 | +100 | $2,425,915 | $2,539,277 | +$113,362 | 2025-11-21 |
|---|
| Q3 2025 | HD
HOME DEPOT INC | United States | COM | 4,124 | 4,509 | +385 | $1,721,480 | $1,826,800 | +$105,320 | 2025-11-21 |
|---|
| Q3 2025 | CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 9,230 | 9,256 | +26 | $4,639,063 | $4,538,751 | -$100,312 | 2025-11-21 |
|---|
| Q3 2025 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 6,281 | 6,717 | +436 | $991,878 | $1,086,725 | +$94,847 | 2025-11-21 |
|---|
| Q3 2025 | GLD
SPDR GOLD TR | United States | GOLD SHS | 803 | 1,003 | +200 | $269,505 | $356,539 | +$87,034 | 2025-11-21 |
|---|
| Q3 2025 | MCD
MCDONALDS CORP | United States | COM | 4,068 | 4,243 | +175 | $1,225,107 | $1,289,475 | +$64,368 | 2025-11-21 |
|---|
| Q3 2025 | ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 1,368 | 1,450 | +82 | $596,106 | $648,636 | +$52,530 | 2025-11-21 |
|---|
| Q3 2025 | COST
COSTCO WHSL CORP NEW | United States | COM | 2,702 | 2,728 | +26 | $2,573,634 | $2,525,466 | -$48,168 | 2025-11-21 |
|---|
| Q3 2025 | FDX
FEDEX CORP | United States | COM | 3,924 | 3,973 | +49 | $888,791 | $936,879 | +$48,088 | 2025-11-21 |
|---|
| Q3 2025 | LMT
LOCKHEED MARTIN CORP | United States | COM | 1,780 | 1,785 | +5 | $843,208 | $890,903 | +$47,695 | 2025-11-21 |
|---|
| Q3 2025 | CSCO
CISCO SYS INC | United States | COM | 21,000 | 21,742 | +742 | $1,442,310 | $1,487,617 | +$45,307 | 2025-11-21 |
|---|
| Q3 2025 | ARCC
ARES CAPITAL CORP | United States | COM | 34,438 | 34,481 | +43 | $737,655 | $703,754 | -$33,901 | 2025-11-21 |
|---|
| Q3 2025 | PANW
PALO ALTO NETWORKS INC | United States | COM | 1,927 | 2,103 | +176 | $396,345 | $428,213 | +$31,868 | 2025-11-21 |
|---|
| Q3 2025 | CMG
CHIPOTLE MEXICAN GRILL INC | United States | COM | 61,499 | 61,799 | +300 | $2,448,275 | $2,421,903 | -$26,372 | 2025-11-21 |
|---|
| Q3 2025 | GS
GOLDMAN SACHS GROUP INC | United States | COM | 3,075 | 3,082 | +7 | $2,473,340 | $2,453,976 | -$19,364 | 2025-11-21 |
|---|
| Q3 2025 | PEP
PEPSICO INC | United States | COM | 64,777 | 64,787 | +10 | $9,116,130 | $9,098,746 | -$17,384 | 2025-11-21 |
|---|
| Q3 2025 | APLE
APPLE HOSPITALITY REIT INC | United States | COM NEW | 31,969 | 32,635 | +666 | $404,731 | $391,945 | -$12,786 | 2025-11-21 |
|---|
| Q3 2025 | BAC
BANK AMERICA CORP | United States | COM | 20,737 | 20,738 | +1 | $1,081,029 | $1,069,891 | -$11,138 | 2025-11-21 |
|---|
| Q3 2025 | TGT
TARGET CORP | United States | COM | 2,525 | 2,625 | +100 | $225,806 | $235,483 | +$9,677 | 2025-11-21 |
|---|
| Q3 2025 | AIG
AMERICAN INTL GROUP INC | United States | COM NEW | 6,026 | 6,027 | +1 | $470,232 | $473,342 | +$3,110 | 2025-11-21 |
|---|
| Q3 2025 | PLD
PROLOGIS INC. | United States | COM | 3,586 | 3,589 | +3 | $413,006 | $410,995 | -$2,011 | 2025-11-21 |
|---|
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