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Watts Gwilliam & Co., LLC Historic Quarter Change: USA Stocks, New

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Watts Gwilliam & Co., LLC historic quarter change: USA Stocks, New

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 PSKY; Country of operation United States; Class COM CL B; Shares before 0.
  • Q3 2025: Stock SNOW; Country of operation United States; Class COM SHS; Shares before 0.
  • Q2 2025: Stock DDOG; Country of operation United States; Class CL A COM; Shares before 0.
  • Q2 2025: Stock MRVL; Country of operation United States; Class COM; Shares before 0.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2025PSKY
PARAMOUNT SKYDANCE CORP		United StatesCOM CL B096,714+96,714$0$1,829,826+$1,829,8262025-11-21
Q3 2025SNOW
SNOWFLAKE INC		United StatesCOM SHS01,735+1,735$0$391,421+$391,4212025-11-21
Q2 2025DDOG
DATADOG INC		United StatesCL A COM017,732+17,732$0$2,425,915+$2,425,9152025-09-19
Q2 2025MRVL
MARVELL TECHNOLOGY INC		United StatesCOM031,938+31,938$0$2,370,758+$2,370,7582025-09-19
Q2 2025SHOP
SHOPIFY INC		CL A SUB VTG SHS014,946+14,946$0$2,273,436+$2,273,4362025-09-19
Q2 2025FCX
FREEPORT-MCMORAN INC		United StatesCL B035,070+35,070$0$1,575,701+$1,575,7012025-09-19
Q2 2025OKLO
OKLO INC		United StatesCOM CL A010,188+10,188$0$1,069,403+$1,069,4032025-09-19
Q2 2025ISRG
INTUITIVE SURGICAL INC		United StatesCOM NEW01,368+1,368$0$596,106+$596,1062025-09-19
Q2 2025ADBE
ADOBE INC		United StatesCOM01,081+1,081$0$397,224+$397,2242025-09-19
Q2 2025ORCL
ORACLE CORP		United StatesCOM01,294+1,294$0$383,728+$383,7282025-09-19
Q2 2025NOW
SERVICENOW INC		United StatesCOM0368+368$0$348,768+$348,7682025-09-19
Q2 2025LRCX
LAM RESEARCH CORP		United StatesCOM NEW02,448+2,448$0$309,231+$309,2312025-09-19
Q2 2025ASML
ASML HOLDING N V		N Y REGISTRY SHS0291+291$0$270,448+$270,4482025-09-19
Q2 2025GLD
SPDR GOLD TR		United StatesGOLD SHS0803+803$0$269,505+$269,5052025-09-19
Q2 2025MPC
MARATHON PETE CORP		United StatesCOM01,247+1,247$0$230,732+$230,7322025-09-19
Q2 2025PSA
PUBLIC STORAGE OPER CO		United StatesCOM0754+754$0$213,922+$213,9222025-09-19
Q2 2025DE
DEERE & CO		United StatesCOM0444+444$0$211,231+$211,2312025-09-19
Q2 2025PM
PHILIP MORRIS INTL INC		United StatesCOM01,259+1,259$0$203,723+$203,7232025-09-19
Q2 2025GLW
CORNING INC		United StatesCOM02,532+2,532$0$201,598+$201,5982025-09-19
Q2 2025RIVN
RIVIAN AUTOMOTIVE INC		United StatesCOM CL A010,693+10,693$0$156,973+$156,9732025-09-19
Q2 2025EVTL
VERTICAL AEROSPACE LTD		United KingdomSHS NEW015,000+15,000$0$77,850+$77,8502025-09-19
Q2 2025SRTA
BLADE AIR MOBILITY INC		United StatesCL A COM012,000+12,000$0$69,960+$69,9602025-09-19
Q2 2025PDSB
PDS BIOTECHNOLOGY CORP		United StatesCOM055,000+55,000$0$63,250+$63,2502025-09-19
Q1 2025AR
ANTERO RESOURCES CORP		United StatesCOM0110,076+110,076$0$4,451,473+$4,451,4732025-05-13
Q1 2025BLK
BLACKROCK INC		United StatesCOM0402+402$0$380,485+$380,4852025-05-13
Q1 2025ANET
ARISTA NETWORKS INC		United StatesCOM SHS03,677+3,677$0$284,894+$284,8942025-05-13
Q1 2025T
AT&T INC		United StatesCOM09,291+9,291$0$262,745+$262,7452025-05-13
Q1 2025ROP
ROPER TECHNOLOGIES INC		United StatesCOM0425+425$0$250,572+$250,5722025-05-13
Q1 2025WAL
WESTERN ALLIANCE BANCORP		United StatesCOM03,089+3,089$0$237,328+$237,3282025-05-13
Q1 2025RTX
RTX CORPORATION		United StatesCOM01,655+1,655$0$219,239+$219,2392025-05-13
Q1 2025TMO
THERMO FISHER SCIENTIFIC INC		United StatesCOM0439+439$0$218,446+$218,4462025-05-13
Q1 2025EW
EDWARDS LIFESCIENCES CORP		United StatesCOM02,900+2,900$0$210,192+$210,1922025-05-13
Q1 2025NAT
NORDIC AMERICAN TANKERS LIMI		COM020,003+20,003$0$49,207+$49,2072025-05-13
Q4 2024DXCM
DEXCOM INC		United StatesCOM042,021+42,021$0$3,334,366+$3,334,3662025-01-10
Q4 2024VRT
VERTIV HOLDINGS CO		United StatesCOM CL A014,707+14,707$0$1,921,322+$1,921,3222025-01-10
Q4 2024VLO
VALERO ENERGY CORP		United StatesCOM011,401+11,401$0$1,413,572+$1,413,5722025-01-10
Q4 2024ET
ENERGY TRANSFER L P		United StatesCOM UT LTD PTN066,532+66,532$0$1,296,709+$1,296,7092025-01-10
Q4 2024IOT
SAMSARA INC		United StatesCOM CL A08,400+8,400$0$360,528+$360,5282025-01-10
Q4 2024AVXL
ANAVEX LIFE SCIENCES CORP		United StatesCOM NEW026,000+26,000$0$349,960+$349,9602025-01-10
Q4 2024RDDT
REDDIT INC		United StatesCL A01,955+1,955$0$336,886+$336,8862025-01-10
Q4 2024NKE
NIKE INC		United StatesCL B04,517+4,517$0$325,604+$325,6042025-01-10
Q4 2024BROS
DUTCH BROS INC		United StatesCL A05,281+5,281$0$303,816+$303,8162025-01-10
Q4 2024PLTR
PALANTIR TECHNOLOGIES INC		United StatesCL A03,386+3,386$0$237,008+$237,0082025-01-10
Q4 2024MSTR
MICROSTRATEGY INC		United StatesCL A NEW0672+672$0$229,438+$229,4382025-01-10
Q4 2024LUV
SOUTHWEST AIRLS CO		United StatesCOM06,441+6,441$0$211,784+$211,7842025-01-10
Q4 2024JOBY
JOBY AVIATION INC		United StatesCOMMON STOCK019,000+19,000$0$195,130+$195,1302025-01-10
Q4 2024ACHR
ARCHER AVIATION INC		United StatesCOM CL A016,100+16,100$0$179,354+$179,3542025-01-10
Q3 2024DELL
DELL TECHNOLOGIES INC		United StatesCL C015,930+15,930$0$1,942,386+$1,942,3862024-10-09
Q3 2024YUM
YUM BRANDS INC		United StatesCOM013,840+13,840$0$1,864,578+$1,864,5782024-10-09
Q3 2024COIN
COINBASE GLOBAL INC		United StatesCOM CL A010,598+10,598$0$1,777,179+$1,777,1792024-10-09
Q3 2024AXP
AMERICAN EXPRESS CO		United StatesCOM03,407+3,407$0$916,799+$916,7992024-10-09
Q3 2024UBER
UBER TECHNOLOGIES INC		United StatesCOM011,449+11,449$0$872,070+$872,0702024-10-09
Q3 2024BX
BLACKSTONE INC		United StatesCOM03,043+3,043$0$454,746+$454,7462024-10-09
Q3 2024ZION
ZIONS BANCORPORATION N A		United StatesCOM09,469+9,469$0$447,115+$447,1152024-10-09
Q3 2024SPOT
SPOTIFY TECHNOLOGY S A		SHS01,000+1,000$0$370,380+$370,3802024-10-09
Q3 2024NEE
NEXTERA ENERGY INC		United StatesCOM04,109+4,109$0$330,741+$330,7412024-10-09
Q3 2024DOCN
DIGITALOCEAN HLDGS INC		United StatesCOM07,138+7,138$0$297,012+$297,0122024-10-09
Q3 2024BMY
BRISTOL-MYERS SQUIBB CO		United StatesCOM05,120+5,120$0$268,718+$268,7182024-10-09
Q3 2024MMM
3M CO		United StatesCOM01,990+1,990$0$268,044+$268,0442024-10-09
Q3 2024PANW
PALO ALTO NETWORKS INC		United StatesCOM0718+718$0$254,983+$254,9832024-10-09
Q3 2024LOW
LOWES COS INC		United StatesCOM0849+849$0$232,006+$232,0062024-10-09
Q3 2024CART
MAPLEBEAR INC		United StatesCOM05,253+5,253$0$231,132+$231,1322024-10-09
Q3 2024ARCC
ARES CAPITAL CORP		United StatesCOM010,873+10,873$0$228,449+$228,4492024-10-09
Q3 2024ORCL
ORACLE CORP		United StatesCOM01,232+1,232$0$214,832+$214,8322024-10-09
Q3 2024GE
GE AEROSPACE		United StatesCOM NEW01,093+1,093$0$204,985+$204,9852024-10-09
Q3 2024ADP
AUTOMATIC DATA PROCESSING IN		United StatesCOM0713+713$0$203,504+$203,5042024-10-09
Q3 2024WAL
WESTERN ALLIANCE BANCORP		United StatesCOM02,420+2,420$0$202,651+$202,6512024-10-09
Q3 2024POWW
AMMO INC		United StatesCOM040,179+40,179$0$52,634+$52,6342024-10-09
Q3 2024CELGRT
BRISTOL-MYERS SQUIBB CO		United StatesRIGHT 12/30/2030020,000+20,000$0$700+$7002024-10-09

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