Everett Harris & Co
Latest statistics and disclosures from Everett Harris & Co's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.A, NVO, AAPL, MSFT, COST, and represent 50.11% of Everett Harris & Co's stock portfolio.
- Added to shares of these 10 stocks: WMT (+$35M), SHEL, CVX, J, HSIC, LRCX, LH, SU, VUG, ALEX.
- Started 12 new stock positions in FSLR, ROK, SU, CI, LRCX, BEP, AGR, NTG, SABA, RNW. CMG, ETN.
- Reduced shares in these 10 stocks: AAPL (-$11M), MSFT (-$6.8M), COST, IEMG, AMZN, NVO, GOOG, BRK.A, ABT, BRK.B.
- Sold out of its positions in BIIB, BF.A, CHTR, EMBC, FDL, GILD, HUM, XLP, TTE, VLTO. WOLF.
- Everett Harris & Co was a net buyer of stock by $4.6M.
- Everett Harris & Co has $7.5B in assets under management (AUM), dropping by 7.97%.
- Central Index Key (CIK): 0001009254
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Portfolio Holdings for Everett Harris & Co
Everett Harris & Co holds 268 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 11.9 | $899M | 1.4k | 634440.00 |
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| Novo-nordisk A S Adr (NVO) | 11.1 | $834M | 6.5M | 128.40 |
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| Apple (AAPL) | 10.1 | $762M | 4.4M | 171.48 |
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| Microsoft Corporation (MSFT) | 8.6 | $650M | 1.5M | 420.72 |
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| Costco Wholesale Corporation (COST) | 8.4 | $637M | 870k | 732.63 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.3 | $321M | 2.1M | 152.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.9 | $295M | 702k | 420.52 |
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| Vanguard World Health Car Etf (VHT) | 2.7 | $203M | 752k | 270.52 |
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| Amazon (AMZN) | 2.5 | $185M | 1.0M | 180.38 |
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| Abbott Laboratories (ABT) | 2.3 | $174M | 1.5M | 113.66 |
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| Walt Disney Company (DIS) | 2.0 | $152M | 1.2M | 122.36 |
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| Becton, Dickinson and (BDX) | 1.9 | $141M | 571k | 247.45 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.7 | $129M | 371k | 346.61 |
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| TJX Companies (TJX) | 1.5 | $116M | 1.1M | 101.42 |
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| McDonald's Corporation (MCD) | 1.5 | $113M | 401k | 281.95 |
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| Bank of America Corporation (BAC) | 1.5 | $110M | 2.9M | 37.92 |
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| Starbucks Corporation (SBUX) | 1.4 | $103M | 1.1M | 91.39 |
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| Nike CL B (NKE) | 1.3 | $102M | 1.1M | 93.98 |
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| Abbvie (ABBV) | 1.3 | $97M | 534k | 182.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $95M | 630k | 150.93 |
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| Chevron Corporation (CVX) | 1.2 | $94M | +2% | 595k | 157.74 |
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| Johnson & Johnson (JNJ) | 1.2 | $87M | 551k | 158.19 |
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| Unilever Spon Adr New (UL) | 1.1 | $85M | 1.7M | 50.19 |
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| Comcast Corp Cl A (CMCSA) | 1.0 | $73M | 1.7M | 43.35 |
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| Pepsi (PEP) | 1.0 | $73M | 416k | 175.01 |
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| Colgate-Palmolive Company (CL) | 1.0 | $72M | 800k | 90.05 |
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| FactSet Research Systems (FDS) | 0.9 | $67M | 148k | 454.39 |
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| Wal-Mart Stores (WMT) | 0.7 | $52M | +197% | 863k | 60.17 |
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| Home Depot (HD) | 0.5 | $40M | 105k | 383.60 |
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| Expeditors International of Washington (EXPD) | 0.5 | $40M | 325k | 121.57 |
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| American Water Works (AWK) | 0.5 | $37M | 302k | 122.21 |
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| Progressive Corporation (PGR) | 0.4 | $30M | 145k | 206.82 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $28M | 60k | 454.87 |
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| Baxter International (BAX) | 0.3 | $24M | 568k | 42.74 |
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| Verizon Communications (VZ) | 0.3 | $24M | 572k | 41.96 |
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| Merck & Co (MRK) | 0.3 | $23M | 177k | 131.95 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $23M | -2% | 48k | 481.57 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $20M | +4% | 59k | 344.20 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.3 | $19M | 16k | 1193.74 |
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| Ecolab (ECL) | 0.2 | $17M | 75k | 230.90 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $17M | 277k | 60.78 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $17M | 144k | 116.24 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $16M | -5% | 34k | 480.70 |
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| Edwards Lifesciences (EW) | 0.2 | $16M | 170k | 95.56 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $15M | 214k | 72.34 |
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| United Parcel Service CL B (UPS) | 0.2 | $15M | -2% | 101k | 148.63 |
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| Jacobs Engineering Group (J) | 0.2 | $15M | +12% | 94k | 153.73 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $13M | +2% | 93k | 136.05 |
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| Union Pacific Corporation (UNP) | 0.2 | $12M | 48k | 245.93 |
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| Shell Spon Ads (SHEL) | 0.1 | $11M | +24% | 169k | 67.04 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $9.5M | 21k | 444.01 |
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| Procter & Gamble Company (PG) | 0.1 | $9.1M | 56k | 162.25 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $9.1M | +8% | 93k | 97.53 |
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| Oneok (OKE) | 0.1 | $9.0M | 113k | 80.17 |
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| Henry Schein (HSIC) | 0.1 | $9.0M | +13% | 119k | 75.52 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $8.2M | 14k | 581.21 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $7.8M | -21% | 152k | 51.60 |
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| Nextera Energy (NEE) | 0.1 | $7.7M | 121k | 63.91 |
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| Simon Property (SPG) | 0.1 | $7.7M | 49k | 156.49 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $7.2M | -5% | 93k | 77.31 |
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| Coca-Cola Company (KO) | 0.1 | $7.2M | -3% | 118k | 61.18 |
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| Amgen (AMGN) | 0.1 | $7.1M | +10% | 25k | 284.32 |
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| Eli Lilly & Co. (LLY) | 0.1 | $7.0M | 8.9k | 777.96 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $6.8M | 78k | 88.17 |
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| Meta Platforms Cl A (META) | 0.1 | $6.6M | +2% | 14k | 485.58 |
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| Allison Transmission Hldngs I (ALSN) | 0.1 | $6.4M | 78k | 81.16 |
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| Qualcomm (QCOM) | 0.1 | $5.9M | 35k | 169.30 |
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| Emerson Electric (EMR) | 0.1 | $5.9M | +2% | 52k | 113.42 |
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| Zimmer Holdings (ZBH) | 0.1 | $5.6M | -3% | 43k | 131.98 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $5.2M | +26% | 24k | 218.46 |
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| Valvoline Inc Common (VVV) | 0.1 | $4.9M | +3% | 111k | 44.57 |
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| SYSCO Corporation (SYY) | 0.1 | $4.8M | -3% | 59k | 81.18 |
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| Csw Industrials (CSWI) | 0.1 | $4.6M | 20k | 234.60 |
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| Yum! Brands (YUM) | 0.1 | $4.4M | 32k | 138.65 |
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| Medtronic SHS (MDT) | 0.1 | $4.2M | 48k | 87.15 |
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| Visa Com Cl A (V) | 0.1 | $4.1M | -9% | 15k | 279.08 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $4.1M | -9% | 34k | 120.99 |
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| Pfizer (PFE) | 0.1 | $4.0M | +22% | 145k | 27.75 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $3.7M | -2% | 48k | 76.67 |
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| Paypal Holdings (PYPL) | 0.0 | $3.6M | -14% | 54k | 66.99 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $3.6M | 18k | 200.30 |
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| NVIDIA Corporation (NVDA) | 0.0 | $3.4M | -2% | 3.7k | 903.47 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $3.2M | +2% | 6.1k | 523.07 |
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| Kinder Morgan (KMI) | 0.0 | $3.2M | -3% | 173k | 18.34 |
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| Rogers Communications CL B (RCI) | 0.0 | $3.1M | 76k | 41.00 |
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| Jpmorgan Chase & Co Alerian Ml Etn (AMJ) | 0.0 | $2.9M | +2% | 103k | 28.49 |
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| Dorchester Minerals Com Unit (DMLP) | 0.0 | $2.9M | 87k | 33.72 |
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| BlackRock (BLK) | 0.0 | $2.8M | -3% | 3.4k | 833.70 |
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| Profire Energy (PFIE) | 0.0 | $2.7M | +3% | 1.5M | 1.85 |
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| Dominion Resources (D) | 0.0 | $2.7M | +23% | 56k | 49.19 |
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| Intel Corporation (INTC) | 0.0 | $2.7M | -3% | 61k | 44.17 |
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| Danaher Corporation (DHR) | 0.0 | $2.7M | 11k | 249.72 |
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| Phillips 66 (PSX) | 0.0 | $2.7M | 17k | 163.34 |
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| Cardinal Health (CAH) | 0.0 | $2.5M | 22k | 111.90 |
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| Bath & Body Works In (BBWI) | 0.0 | $2.4M | +3% | 48k | 50.02 |
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| TETRA Technologies (TTI) | 0.0 | $2.3M | +3% | 523k | 4.43 |
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| Enterprise Products Partners (EPD) | 0.0 | $2.3M | -2% | 78k | 29.18 |
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| Stryker Corporation (SYK) | 0.0 | $2.2M | 6.2k | 357.87 |
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| International Flavors & Fragrances (IFF) | 0.0 | $2.2M | +30% | 25k | 85.99 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $2.1M | 5.3k | 399.09 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $2.1M | -2% | 22k | 96.73 |
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| Automatic Data Processing (ADP) | 0.0 | $1.9M | -23% | 7.7k | 249.74 |
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| CVS Caremark Corporation (CVS) | 0.0 | $1.9M | -5% | 24k | 79.76 |
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| Enbridge (ENB) | 0.0 | $1.8M | -12% | 50k | 36.18 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $1.8M | 1.4k | 1219.35 |
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| American Express Company (AXP) | 0.0 | $1.6M | -26% | 7.2k | 227.69 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $1.6M | 19k | 84.52 |
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| Cisco Systems (CSCO) | 0.0 | $1.6M | -5% | 32k | 49.91 |
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| Wells Fargo & Company (WFC) | 0.0 | $1.6M | -2% | 27k | 57.96 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $1.6M | +7% | 6.1k | 259.90 |
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| Paccar (PCAR) | 0.0 | $1.6M | 13k | 123.89 |
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| General Electric Com New (GE) | 0.0 | $1.5M | -15% | 8.7k | 175.53 |
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| Honeywell International (HON) | 0.0 | $1.5M | 7.4k | 205.25 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.5M | +77% | 16k | 93.19 |
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| West Pharmaceutical Services (WST) | 0.0 | $1.5M | 3.8k | 395.71 |
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| FedEx Corporation (FDX) | 0.0 | $1.5M | -4% | 5.1k | 289.74 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $1.5M | +7% | 2.8k | 525.73 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.4M | +9% | 7.6k | 182.61 |
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| Caterpillar (CAT) | 0.0 | $1.4M | +6% | 3.8k | 366.43 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $1.3M | +9% | 32k | 41.87 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.3M | 31k | 41.77 |
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| Bank of Hawaii Corporation (BOH) | 0.0 | $1.3M | 20k | 62.39 |
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| UnitedHealth (UNH) | 0.0 | $1.2M | -2% | 2.5k | 494.70 |
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| Us Bancorp Del Com New (USB) | 0.0 | $1.2M | -6% | 27k | 44.70 |
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| Ishares Msci Singpor Etf (EWS) | 0.0 | $1.2M | +90% | 64k | 18.36 |
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| Deere & Company (DE) | 0.0 | $1.2M | 2.8k | 410.74 |
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| Philip Morris International (PM) | 0.0 | $1.1M | -2% | 13k | 91.62 |
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| Lam Research Corporation (LRCX) | 0.0 | $1.1M | NEW | 1.1k | 971.57 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $1.1M | -3% | 31k | 35.91 |
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| Citigroup Com New (C) | 0.0 | $1.1M | +80% | 17k | 63.24 |
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| Alliant Energy Corporation (LNT) | 0.0 | $1.1M | -9% | 21k | 50.40 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $1.1M | +173% | 2.1k | 504.60 |
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| Tc Energy Corp (TRP) | 0.0 | $1.0M | -10% | 26k | 40.20 |
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| Utah Medical Products (UTMD) | 0.0 | $1.0M | -3% | 14k | 71.11 |
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| Boeing Company (BA) | 0.0 | $1.0M | 5.2k | 192.99 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $1.0M | -3% | 7.8k | 129.35 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $1.0M | +22% | 4.0k | 250.04 |
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| Alexander & Baldwin (ALEX) | 0.0 | $996k | +489% | 61k | 16.47 |
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| Yum China Holdings (YUMC) | 0.0 | $994k | 25k | 39.79 |
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| Federal Agric Mtg Corp CL C (AGM) | 0.0 | $994k | 5.0k | 196.88 |
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| ConocoPhillips (COP) | 0.0 | $980k | -8% | 7.7k | 127.28 |
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| Kroger (KR) | 0.0 | $971k | 17k | 57.13 |
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| Organon & Co Common Stock (OGN) | 0.0 | $939k | -3% | 50k | 18.80 |
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| Suncor Energy (SU) | 0.0 | $877k | NEW | 24k | 36.91 |
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| Lululemon Athletica (LULU) | 0.0 | $874k | 2.2k | 390.65 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $867k | 2.6k | 337.05 |
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| eBay (EBAY) | 0.0 | $819k | -2% | 16k | 52.78 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $818k | 3.9k | 208.27 |
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| Zoetis Cl A (ZTS) | 0.0 | $813k | 4.8k | 169.21 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $795k | 4.7k | 169.37 |
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| 3M Company (MMM) | 0.0 | $773k | -14% | 7.3k | 106.07 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $756k | 4.3k | 174.21 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $753k | 18k | 41.08 |
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| Applied Materials (AMAT) | 0.0 | $742k | +51% | 3.6k | 206.23 |
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| International Business Machines (IBM) | 0.0 | $741k | +4% | 3.9k | 190.96 |
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| Oracle Corporation (ORCL) | 0.0 | $737k | 5.9k | 125.61 |
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| Altria (MO) | 0.0 | $733k | +6% | 17k | 43.62 |
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| Carrier Global Corporation (CARR) | 0.0 | $729k | +25% | 13k | 58.13 |
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| At&t (T) | 0.0 | $721k | -4% | 41k | 17.60 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $720k | 4.9k | 147.73 |
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| Illinois Tool Works (ITW) | 0.0 | $702k | 2.6k | 268.33 |
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| Host Hotels & Resorts (HST) | 0.0 | $698k | 34k | 20.68 |
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| Bristol Myers Squibb (BMY) | 0.0 | $693k | -3% | 13k | 54.23 |
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| Linde SHS (LIN) | 0.0 | $677k | +23% | 1.5k | 464.32 |
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| HNI Corporation (HNI) | 0.0 | $677k | -37% | 15k | 45.13 |
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| Chubb (CB) | 0.0 | $668k | 2.6k | 259.13 |
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| Kellogg Company (K) | 0.0 | $662k | 12k | 57.29 |
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| Target Corporation (TGT) | 0.0 | $639k | 3.6k | 177.21 |
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| Limoneira Company (LMNR) | 0.0 | $634k | 32k | 19.56 |
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| Air Products & Chemicals (APD) | 0.0 | $613k | +19% | 2.5k | 242.27 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $613k | 6.5k | 94.41 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $597k | +7% | 7.9k | 75.98 |
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| Snap-on Incorporated (SNA) | 0.0 | $592k | 2.0k | 296.22 |
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| Williams Companies (WMB) | 0.0 | $591k | 15k | 38.97 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $576k | 12k | 50.17 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $535k | 7.6k | 70.00 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $534k | 7.1k | 74.80 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $528k | -3% | 1.1k | 478.66 |
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| Netflix (NFLX) | 0.0 | $522k | -10% | 859.00 | 607.33 |
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| CSX Corporation (CSX) | 0.0 | $514k | 14k | 37.07 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $507k | 46k | 11.02 |
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| Cummins (CMI) | 0.0 | $501k | 1.7k | 294.65 |
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| Anthem (ELV) | 0.0 | $488k | 941.00 | 518.54 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $487k | +403% | 8.0k | 60.74 |
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| Lowe's Companies (LOW) | 0.0 | $477k | 1.9k | 254.66 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $477k | 4.3k | 110.52 |
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| Ameriprise Financial (AMP) | 0.0 | $470k | 1.1k | 438.44 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $459k | +14% | 5.0k | 92.72 |
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| Hubbell (HUBB) | 0.0 | $457k | 1.1k | 415.05 |
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| Kenvue (KVUE) | 0.0 | $456k | +7% | 21k | 21.46 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $456k | +7% | 12k | 39.02 |
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| Tesla Motors (TSLA) | 0.0 | $436k | -16% | 2.5k | 175.79 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $431k | 4.6k | 93.15 |
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| Ishares Tr Global Energ Etf (IXC) | 0.0 | $430k | 10k | 42.95 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $419k | 4.2k | 99.27 |
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| Post Holdings Inc Common (POST) | 0.0 | $415k | 3.9k | 106.28 |
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| Hannon Armstrong (HASI) | 0.0 | $415k | +5% | 15k | 28.40 |
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| Public Storage (PSA) | 0.0 | $404k | 1.4k | 290.06 |
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| Avangrid (AGR) | 0.0 | $401k | NEW | 11k | 36.44 |
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| Fresenius Medical Care Sponsored Adr (FMS) | 0.0 | $398k | -4% | 21k | 19.28 |
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| Grupo Aeropuerto Del Pacific Spon Adr B (PAC) | 0.0 | $387k | 2.4k | 163.17 |
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| Chicago Atlantic Real Estate Fin (REFI) | 0.0 | $386k | 25k | 15.77 |
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| S&p Global (SPGI) | 0.0 | $378k | 888.00 | 425.45 |
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| Edison International (EIX) | 0.0 | $377k | 5.3k | 70.73 |
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| Daily Journal Corporation (DJCO) | 0.0 | $376k | 1.0k | 361.61 |
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| Truist Financial Corp equities (TFC) | 0.0 | $362k | 9.3k | 38.98 |
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| Church & Dwight (CHD) | 0.0 | $356k | 3.4k | 104.31 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $353k | 2.2k | 164.01 |
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| General Mills (GIS) | 0.0 | $340k | -39% | 4.9k | 69.97 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $339k | +9% | 8.1k | 42.02 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $338k | +16% | 5.2k | 64.99 |
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| American Electric Power Company (AEP) | 0.0 | $332k | -14% | 3.9k | 86.10 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $328k | -24% | 1.8k | 183.89 |
|
| General Dynamics Corporation (GD) | 0.0 | $321k | +2% | 1.1k | 282.49 |
|
| Corning Incorporated (GLW) | 0.0 | $320k | 9.7k | 32.96 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $320k | 2.1k | 155.84 |
|
|
| GSK Sponsored Adr (GSK) | 0.0 | $317k | -23% | 7.4k | 42.87 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $315k | +3% | 4.7k | 67.34 |
|
| Waste Management (WM) | 0.0 | $315k | +10% | 1.5k | 213.15 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $314k | 3.0k | 104.73 |
|
|
| Fortune Brands (FBIN) | 0.0 | $313k | 3.7k | 84.67 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $311k | NEW | 107.00 | 2906.77 |
|
| Norfolk Southern (NSC) | 0.0 | $308k | 1.2k | 254.87 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $306k | +31% | 1.5k | 210.30 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $303k | -26% | 3.1k | 97.94 |
|
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.0 | $301k | 15k | 19.99 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $298k | +3% | 1.7k | 180.49 |
|
| Textron (TXT) | 0.0 | $297k | 3.1k | 95.93 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $295k | 1.5k | 201.50 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $294k | NEW | 940.00 | 312.68 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $288k | -29% | 2.4k | 118.87 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $286k | -26% | 9.2k | 31.21 |
|
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $286k | NEW | 12k | 23.23 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $281k | 5.3k | 53.10 |
|
|
| Equifax (EFX) | 0.0 | $280k | 1.0k | 267.52 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $278k | +19% | 4.6k | 61.05 |
|
| Silvercrest Metals (SILV) | 0.0 | $273k | 41k | 6.66 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $271k | 13k | 21.69 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $270k | 4.0k | 66.78 |
|
|
| Allstate Corporation (ALL) | 0.0 | $269k | 1.6k | 173.01 |
|
|
| Bellring Brands Common Stock (BRBR) | 0.0 | $266k | 4.5k | 59.03 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $265k | +3% | 506.00 | 524.34 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $265k | 1.9k | 137.22 |
|
|
| Broadcom (AVGO) | 0.0 | $264k | 199.00 | 1325.41 |
|
|
| Templeton Global Income Fund (SABA) | 0.0 | $259k | NEW | 68k | 3.82 |
|
| salesforce (CRM) | 0.0 | $257k | 852.00 | 301.18 |
|
|
| CenterPoint Energy (CNP) | 0.0 | $249k | -5% | 8.7k | 28.49 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $248k | 3.6k | 68.23 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $246k | 1.2k | 205.98 |
|
|
| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $246k | 6.1k | 40.14 |
|
|
| Cigna Corp (CI) | 0.0 | $242k | NEW | 665.00 | 363.19 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $236k | 2.7k | 86.67 |
|
|
| Frp Holdings (FRPH) | 0.0 | $232k | 3.8k | 61.40 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $221k | 1.5k | 145.51 |
|
|
| First Solar (FSLR) | 0.0 | $219k | NEW | 1.3k | 168.80 |
|
| Rockwell Automation (ROK) | 0.0 | $204k | NEW | 700.00 | 291.33 |
|
| Tortoise Midstream Energy M (NTG) | 0.0 | $203k | NEW | 5.3k | 38.33 |
|
| Seabridge Gold (SA) | 0.0 | $197k | 13k | 15.12 |
|
|
| Ford Motor Company (F) | 0.0 | $182k | 14k | 13.28 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $168k | 11k | 15.73 |
|
|
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $160k | 16k | 9.96 |
|
|
| Plug Power Com New (PLUG) | 0.0 | $91k | 27k | 3.44 |
|
|
| Renew Energy Global Cl A Shs (RNW) | 0.0 | $90k | NEW | 15k | 6.00 |
|
| Clean Energy Fuels (CLNE) | 0.0 | $67k | 25k | 2.68 |
|
|
| Equinox Gold Corp equities (EQX) | 0.0 | $64k | 11k | 6.02 |
|
|
| New Pac Metals Corp Com Npv Isin Ca64782a1075 Sedol Bmw5909 (NEWP) | 0.0 | $46k | 35k | 1.34 |
|
|
| Lantronix Com New (LTRX) | 0.0 | $46k | 13k | 3.56 |
|
|
| Aberdeen Asia-Pacific Income Fund (FAX) | 0.0 | $29k | 10k | 2.80 |
|
Past Filings by Everett Harris & Co
SEC 13F filings are viewable for Everett Harris & Co going back to 2010
- Everett Harris & Co 2024 Q1 filed April 19, 2024
- Everett Harris & Co 2023 Q4 filed Jan. 18, 2024
- Everett Harris & Co 2023 Q3 filed Oct. 24, 2023
- Everett Harris & Co 2023 Q2 filed July 27, 2023
- Everett Harris & Co 2023 Q1 filed April 25, 2023
- Everett Harris & Co 2022 Q4 filed Jan. 20, 2023
- Everett Harris & Co 2022 Q3 filed Oct. 21, 2022
- Everett Harris & Co 2022 Q2 filed July 22, 2022
- Everett Harris & Co 2022 Q1 filed April 22, 2022
- Everett Harris & Co 2021 Q4 filed Feb. 2, 2022
- Everett Harris & Co 2021 Q3 filed Nov. 3, 2021
- Everett Harris & Co 2021 Q2 filed July 29, 2021
- Everett Harris & Co 2021 Q1 filed May 13, 2021
- Everett Harris & Co 2020 Q4 filed Feb. 4, 2021
- Everett Harris & Co 2020 Q3 filed Nov. 3, 2020
- Everett Harris & Co 2020 Q2 filed July 29, 2020