Fund HoldingsWatts Gwilliam & Co., LLC

Total Portfolio Value
$473.68M
Total Bought
$49.19M
Total Sold
$37.61M
Net Transaction
+$11.57M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
META PLATFORMS INC(META)10,02518,489+8,4645,94411,4242.41%+5,480
UBER TECHNOLOGIES INC(UBER)11,44972,943+61,4948724,8251.02%+3,953
DEXCOM INC(DXCM)042,021+42,02103,3340.70%+3,334
TESLA INC(TSLA)12,57313,666+1,0933,0745,3891.14%+2,315
VERTIV HOLDINGS CO(VRT)014,707+14,70701,9210.41%+1,921
OFFERPAD SOLUTIONS INC0693,014+693,01401,8850.40%+1,885
BALCHEM CORP21,42735,069+13,6423,6395,4381.15%+1,799
AMAZON COM INC(AMZN)33,14235,320+2,1786,0567,8451.66%+1,789
ISHARES TR82,66792,706+10,03916,16517,7083.74%+1,543
ISHARES TR112,082119,416+7,33410,77612,2292.58%+1,454
VALERO ENERGY CORP(VLO)011,401+11,40101,4140.30%+1,414
ENERGY TRANSFER L P(ET)066,532+66,53201,2970.27%+1,297
NETFLIX INC(NFLX)4,6495,120+4713,3554,5010.95%+1,146
APPLE INC(AAPL)103,719101,332-2,38723,41724,5445.18%+1,127
GRAYSCALE BITCOIN TR BTC(GBTC)41,76741,76702,0683,1930.67%+1,125
INVESCO QQQ TR8,96110,518+1,5574,3855,4191.14%+1,034
ALPHABET INC(GOOG)41,43639,830-1,6066,8667,8351.65%+969
MICROCHIP TECHNOLOGY INC.(MCHP)026,861+26,86101,5440.33%+1,544
ISHARES TR
FLTG RATE NT ETF
023,281+23,28101,1860.25%+1,186
BROADCOM INC(AVGO)8,0199,763+1,7441,4492,2320.47%+783
ALPHABET INC(GOOG)18,58419,494+9103,0553,8110.80%+756
SHOPIFY INC(SHOP)013,401+13,40101,4310.30%+1,431
PIMCO ETF TR
SR LN ACTIVE ETF
35,88749,146+13,2591,8312,5130.53%+682
WALMART INC(WMT)19,45424,260+4,8061,5512,2030.47%+652
VISA INC(V)11,87312,540+6673,2653,9080.83%+644
JANUS DETROIT STR TR
HENDRSON AAA CL
38,86749,500+10,6331,9712,5130.53%+542
ISHARES TR21,70121,574-1278,1758,7111.84%+536
EOG RES INC(EOG)05,689+5,68907260.15%+726
ISHARES TR03,735+3,73503980.08%+398
SAMSARA INC(IOT)08,400+8,40003610.08%+361
ANAVEX LIFE SCIENCES CORP026,000+26,00003500.07%+350
ON HLDG AG(ONON)62,50064,830+2,3303,2343,5840.76%+349
REDDIT INC(RDDT)01,955+1,95503370.07%+337
THE TRADE DESK INC(TTD)30,25931,259+1,0003,4663,7950.80%+330
NIKE INC(NKE)04,517+4,51703260.07%+326
AMERICAN AIRLS GROUP INC(AAL)054,018+54,01809560.20%+956
JPMORGAN CHASE & CO.(JPM)17,47016,406-1,0643,6823,9900.84%+308
DUTCH BROS INC(BROS)05,281+5,28103040.06%+304
CROWDSTRIKE HLDGS INC(CRWD)5,8155,545-2701,7041,9960.42%+292
PROSHARES TR
PSHS ULTRA QQQ
35,02334,803-2203,5383,8180.81%+280
DISNEY WALT CO(DIS)14,56414,501-631,3471,6150.34%+268
ISHARES TR
ULTRA SHORT DUR
58,64863,532+4,8842,9653,2080.68%+244
GOLDMAN SACHS GROUP INC(GS)3,2413,193-481,6101,8530.39%+243
ISHARES TR69,76671,341+1,5757,9928,2301.74%+238
PALANTIR TECHNOLOGIES INC(PLTR)03,386+3,38602370.05%+237
ISHARES TR04,125+4,12502350.05%+235
MICROSTRATEGY INC(MSTR)0672+67202290.05%+229
CARNIVAL CORP09,003+9,00302150.05%+215
SOUTHWEST AIRLS CO(LUV)06,441+6,44102120.04%+212
FIRST TR EXCHANGE-TRADED FD7,7367,630-1061,6641,8760.40%+212
AMERICAN CENTY ETF TR03,021+3,02102040.04%+204
JOBY AVIATION INC(JOBY)019,000+19,00001950.04%+195
ISHARES TR9,08011,305+2,2259061,0890.23%+183
ARCHER AVIATION INC(ACHR)016,100+16,10001790.04%+179
SPDR S&P 500 ETF TR(SPY)(Put)020,000+20,0000168+168
SELECT SECTOR SPDR TR
ST STR FINL ETF
32,65934,033+1,3741,4811,6450.35%+164
DIREXION SHS ETF TR
DAILY NYSE FANG
03,954+3,95407320.15%+732
ARM HOLDINGS PLC7,0218,109+1,0881,0081,1710.25%+163
VANGUARD INDEX FDS2,5932,798+2051,3661,5150.32%+149
CISCO SYS INC(CSCO)19,75120,126+3751,0411,1860.25%+145
EMERSON ELEC CO(EMR)12,07612,07601,3211,4570.31%+136
ISHARES BITCOIN TRUST ETF(IBIT)06,960+6,96003810.08%+381
GRAYSCALE BITCOIN MINI TR BT08,353+8,35303570.08%+357
NVIDIA CORPORATION(NVDA)(Put)026,100+26,1000145+145
HONEYWELL INTL INC(HON)8,4648,466+21,7521,8680.39%+116
MASTERCARD INCORPORATED(MA)0750+75003830.08%+383
AMERICAN EXPRESS CO(AXP)3,4073,397-109171,0260.22%+109
DIREXION SHS ETF TR
DAILY SMALL CAP
23,60225,712+2,1109951,1000.23%+104
BANK AMERICA CORP62,61656,518-6,0982,5002,6040.55%+104
GOLDMAN SACHS ETF TR05,432+5,43206290.13%+629
PEPSICO INC(PEP)(Put)061,300+61,3000114+114
SPOTIFY TECHNOLOGY S A(SPOT)01,000+1,00004640.10%+464
MAPLEBEAR INC(CART)07,300+7,30003130.07%+313
MICROSOFT CORP(MSFT)43,87543,271-60418,19618,2763.86%+81
ZIONS BANCORPORATION N A(ZION)09,491+9,49105260.11%+526
SELECT SECTOR SPDR TR
ST STR DISCR ETF
03,034+3,03406750.14%+675
SELECT SECTOR SPDR TR
ST STR TECHN ETF
8,9268,994+682,0342,1040.44%+70
VANGUARD WORLD FD
INF TECH ETF
0460+46002890.06%+289
VANGUARD INDEX FDS13,06812,960-1083,0733,1350.66%+62
CITIGROUP INC(C)07,335+7,33505400.11%+540
SALESFORCE INC(CRM)3,8973,684-2131,1361,1970.25%+61
COSTCO WHSL CORP NEW(COST)2,1502,143-71,9151,9750.42%+60
BLACKSTONE INC(BX)03,003+3,00305150.11%+515
ISHARES TR02,284+2,28405090.11%+509
MORGAN STANLEY(MS)03,072+3,07203900.08%+390
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
09,048+9,04804540.10%+454
ISHARES TR03,200+3,20004600.10%+460
BOEING CO(BA)02,360+2,36004070.09%+407
PARAMOUNT GLOBAL96,69396,701+81,0151,0530.22%+38
PROSHARES TR
ULTRAPRO QQQ
04,015+4,01503240.07%+324
CHOICE HOTELS INTL INC(CHH)03,110+3,11004360.09%+436
VANGUARD INDEX FDS19,55518,310-1,2457,5337,5631.60%+31
LOWES COS INC(LOW)01,049+1,04902590.05%+259
VANGUARD INDEX FDS46,27047,372+1,1028,0288,0531.70%+25
VERIZON COMMUNICATIONS INC(VZ)012,998+12,99805060.11%+506
GOLDMAN SACHS ETF TR
INNOVAT EQ ETF
12,76012,804+447778000.17%+23
BERKSHIRE HATHAWAY INC DEL3,3093,364+551,5021,5240.32%+22
SEMPRA(SRE)10,60710,537-708668880.19%+22
ISHARES TR04,523+4,52302830.06%+283
SELECT SECTOR SPDR TR
ST STR SVC ETF
02,797+2,79702740.06%+274
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