Everett Harris & Co
Latest statistics and disclosures from Everett Harris & Co's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, BRK.A, NVO, MSFT, COST, and represent 48.59% of Everett Harris & Co's stock portfolio.
- Added to shares of these 10 stocks: NVO (+$295M), SHEL, CVX, VZ, VVV, HSIC, J, LMT, LH, KVUE.
- Started 7 new stock positions in KVUE, CHTR, FNF, FTRE, LEVI, ET, MPC.
- Reduced shares in these 10 stocks: PGR (-$9.0M), AAPL (-$7.2M), COST (-$5.9M), JNJ (-$5.3M), MSFT, CVS, BRK.B, BRK.A, GOOG, CL.
- Sold out of its positions in C, ITEQ, EFX, HBI, HASI, TIP, IWM, PAG, BIV, WBD. ST.
- Everett Harris & Co was a net buyer of stock by $241M.
- Everett Harris & Co has $6.4B in assets under management (AUM), dropping by -2.68%.
- Central Index Key (CIK): 0001009254
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Portfolio Holdings for Everett Harris & Co
Everett Harris & Co holds 250 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 12.1 | $777M | 4.5M | 171.21 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 11.8 | $755M | 1.4k | 531477.00 |
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| Novo-nordisk A S Adr (NVO) | 9.3 | $595M | +98% | 6.5M | 90.94 |
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| Microsoft Corporation (MSFT) | 7.7 | $495M | 1.6M | 315.75 |
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| Costco Wholesale Corporation (COST) | 7.7 | $494M | 875k | 564.96 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.4 | $281M | 2.1M | 131.85 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.8 | $247M | 704k | 350.30 |
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| Vanguard World Fds Health Car Etf (VHT) | 2.7 | $176M | 749k | 235.10 |
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| Abbott Laboratories (ABT) | 2.3 | $150M | 1.5M | 96.85 |
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| Becton, Dickinson and (BDX) | 2.3 | $149M | 574k | 258.53 |
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| Amazon (AMZN) | 2.1 | $132M | 1.0M | 127.12 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.8 | $115M | 373k | 307.11 |
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| McDonald's Corporation (MCD) | 1.6 | $105M | 399k | 263.44 |
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| Starbucks Corporation (SBUX) | 1.6 | $104M | 1.1M | 91.27 |
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| Nike CL B (NKE) | 1.6 | $103M | 1.1M | 95.62 |
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| Walt Disney Company (DIS) | 1.6 | $100M | 1.2M | 81.05 |
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| TJX Companies (TJX) | 1.6 | $100M | 1.1M | 88.88 |
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| Chevron Corporation (CVX) | 1.4 | $93M | +2% | 551k | 168.62 |
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| Johnson & Johnson (JNJ) | 1.4 | $90M | -5% | 577k | 155.75 |
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| Unilever Spon Adr New (UL) | 1.3 | $84M | 1.7M | 49.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $82M | 626k | 130.86 |
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| Abbvie (ABBV) | 1.3 | $81M | 541k | 149.06 |
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| Bank of America Corporation (BAC) | 1.2 | $78M | 2.9M | 27.38 |
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| Comcast Corp Cl A (CMCSA) | 1.1 | $69M | 1.6M | 44.34 |
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| Pepsi (PEP) | 1.1 | $69M | 405k | 169.44 |
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| FactSet Research Systems (FDS) | 1.0 | $65M | 148k | 437.26 |
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| Colgate-Palmolive Company (CL) | 0.9 | $59M | -3% | 827k | 71.11 |
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| Wal-Mart Stores (WMT) | 0.7 | $46M | 289k | 159.93 |
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| American Water Works (AWK) | 0.6 | $40M | 326k | 123.83 |
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| Expeditors International of Washington (EXPD) | 0.6 | $38M | -2% | 330k | 114.63 |
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| Home Depot (HD) | 0.5 | $35M | -2% | 115k | 302.16 |
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| Progressive Corporation (PGR) | 0.5 | $30M | -23% | 213k | 139.30 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $24M | +3% | 59k | 408.96 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $24M | 439k | 54.90 |
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| Baxter International (BAX) | 0.4 | $23M | -3% | 606k | 37.74 |
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| Verizon Communications (VZ) | 0.3 | $20M | +9% | 620k | 32.41 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $20M | -3% | 49k | 395.91 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.3 | $18M | -5% | 16k | 1110.00 |
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| Merck & Co (MRK) | 0.3 | $17M | 167k | 102.95 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $17M | 144k | 117.58 |
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| United Parcel Service CL B (UPS) | 0.3 | $16M | 105k | 155.87 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $16M | -3% | 281k | 55.30 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $15M | 56k | 272.31 |
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| Ecolab (ECL) | 0.2 | $13M | 75k | 169.40 |
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| Edwards Lifesciences (EW) | 0.2 | $12M | +2% | 171k | 69.28 |
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| Union Pacific Corporation (UNP) | 0.2 | $11M | 52k | 203.63 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $10M | -2% | 218k | 47.59 |
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| Jacobs Engineering Group (J) | 0.1 | $8.6M | +9% | 63k | 136.50 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $8.5M | -3% | 114k | 75.15 |
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| Procter & Gamble Company (PG) | 0.1 | $8.3M | 57k | 145.86 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $8.3M | 21k | 392.70 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $8.0M | 106k | 75.17 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $7.8M | +2% | 90k | 86.90 |
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| Shell Spon Ads (SHEL) | 0.1 | $7.8M | +87% | 122k | 64.38 |
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| Oneok (OKE) | 0.1 | $7.5M | 119k | 63.43 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $7.1M | 14k | 506.17 |
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| Coca-Cola Company (KO) | 0.1 | $6.8M | 122k | 55.98 |
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| Nextera Energy (NEE) | 0.1 | $6.7M | 117k | 57.29 |
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| Henry Schein (HSIC) | 0.1 | $6.0M | +21% | 81k | 74.25 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $6.0M | 84k | 71.97 |
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| Amgen (AMGN) | 0.1 | $5.9M | 22k | 268.76 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $5.8M | 78k | 74.41 |
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| Simon Property (SPG) | 0.1 | $5.3M | -6% | 49k | 108.03 |
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| Zimmer Holdings (ZBH) | 0.1 | $5.1M | -5% | 45k | 112.22 |
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| Emerson Electric (EMR) | 0.1 | $4.8M | 50k | 96.57 |
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| Eli Lilly & Co. (LLY) | 0.1 | $4.8M | 8.9k | 537.13 |
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| Allison Transmission Hldngs I (ALSN) | 0.1 | $4.7M | -2% | 80k | 59.06 |
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| Yum! Brands (YUM) | 0.1 | $4.2M | 34k | 124.94 |
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| Qualcomm (QCOM) | 0.1 | $4.1M | 37k | 111.06 |
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| SYSCO Corporation (SYY) | 0.1 | $4.1M | -2% | 62k | 66.05 |
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| Paypal Holdings (PYPL) | 0.1 | $4.1M | 70k | 58.46 |
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| Medtronic SHS (MDT) | 0.1 | $4.0M | +4% | 50k | 78.36 |
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| Profire Energy (PFIE) | 0.1 | $4.0M | 1.4M | 2.78 |
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| Pfizer (PFE) | 0.1 | $3.9M | 118k | 33.17 |
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| Meta Platforms Cl A (META) | 0.1 | $3.9M | +2% | 13k | 300.21 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.8M | 37k | 103.32 |
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| Visa Com Cl A (V) | 0.1 | $3.7M | 16k | 230.01 |
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| Csw Industrials (CSWI) | 0.1 | $3.6M | 20k | 175.24 |
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| Rogers Communications CL B (RCI) | 0.1 | $3.4M | +2% | 90k | 38.39 |
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| Kinder Morgan (KMI) | 0.1 | $3.2M | -20% | 196k | 16.58 |
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| TETRA Technologies (TTI) | 0.1 | $3.2M | 504k | 6.38 |
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| Valvoline Inc Common (VVV) | 0.0 | $3.0M | +65% | 94k | 32.24 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $2.9M | -4% | 29k | 101.86 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $2.7M | +23% | 14k | 201.05 |
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| Danaher Corporation (DHR) | 0.0 | $2.7M | 11k | 248.10 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $2.6M | -2% | 18k | 145.02 |
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| Dorchester Minerals Com Unit (DMLP) | 0.0 | $2.5M | 87k | 29.05 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $2.5M | -3% | 5.9k | 427.48 |
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| Jpmorgan Chase & Co Alerian Ml Etn (AMJ) | 0.0 | $2.5M | 100k | 24.70 |
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| Automatic Data Processing (ADP) | 0.0 | $2.4M | 10k | 240.58 |
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| Intel Corporation (INTC) | 0.0 | $2.3M | 63k | 35.55 |
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| Enterprise Products Partners (EPD) | 0.0 | $2.2M | -3% | 81k | 27.37 |
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| Dominion Resources (D) | 0.0 | $2.2M | -4% | 49k | 44.67 |
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| CVS Caremark Corporation (CVS) | 0.0 | $2.1M | -65% | 30k | 69.82 |
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| BlackRock (BLK) | 0.0 | $2.1M | 3.3k | 646.49 |
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| Cardinal Health (CAH) | 0.0 | $1.9M | 22k | 86.82 |
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| Enbridge (ENB) | 0.0 | $1.9M | 58k | 33.19 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $1.9M | 1.7k | 1118.51 |
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| Cisco Systems (CSCO) | 0.0 | $1.8M | 34k | 53.76 |
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| Phillips 66 (PSX) | 0.0 | $1.8M | -2% | 15k | 120.15 |
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| Stryker Corporation (SYK) | 0.0 | $1.7M | 6.3k | 273.27 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.7M | -5% | 44k | 39.21 |
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| NVIDIA Corporation (NVDA) | 0.0 | $1.6M | +2% | 3.6k | 434.94 |
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| FedEx Corporation (FDX) | 0.0 | $1.5M | -3% | 5.8k | 264.92 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $1.5M | -5% | 5.3k | 292.29 |
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| Alliant Energy Corporation (LNT) | 0.0 | $1.5M | 31k | 48.45 |
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| American Express Company (AXP) | 0.0 | $1.5M | 9.9k | 149.19 |
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| Honeywell International (HON) | 0.0 | $1.4M | -2% | 7.8k | 184.74 |
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| West Pharmaceutical Services (WST) | 0.0 | $1.4M | 3.8k | 375.21 |
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| Organon & Co Common Stock (OGN) | 0.0 | $1.4M | -3% | 82k | 17.36 |
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| HNI Corporation (HNI) | 0.0 | $1.4M | -29% | 41k | 34.63 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $1.4M | -9% | 19k | 73.58 |
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| Yum China Holdings (YUMC) | 0.0 | $1.4M | 25k | 55.72 |
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| Bath & Body Works In (BBWI) | 0.0 | $1.4M | 40k | 33.80 |
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| UnitedHealth (UNH) | 0.0 | $1.3M | 2.6k | 504.19 |
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| Utah Medical Products (UTMD) | 0.0 | $1.2M | +2% | 14k | 86.00 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $1.2M | -3% | 10k | 120.85 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $1.2M | +2% | 5.7k | 212.41 |
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| Bank of Hawaii Corporation (BOH) | 0.0 | $1.2M | 24k | 49.69 |
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| International Flavors & Fragrances (IFF) | 0.0 | $1.2M | +43% | 18k | 68.17 |
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| Philip Morris International (PM) | 0.0 | $1.2M | 13k | 92.58 |
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| Wells Fargo & Company (WFC) | 0.0 | $1.2M | -4% | 29k | 40.86 |
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| Tc Energy Corp (TRP) | 0.0 | $1.1M | -7% | 33k | 34.41 |
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| General Electric Com New (GE) | 0.0 | $1.1M | 10k | 110.55 |
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| Us Bancorp Del Com New (USB) | 0.0 | $1.1M | -33% | 34k | 33.06 |
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| Paccar (PCAR) | 0.0 | $1.1M | 13k | 85.02 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $1.1M | 2.6k | 429.43 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.1M | -2% | 7.0k | 155.38 |
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| Deere & Company (DE) | 0.0 | $1.1M | -6% | 2.8k | 377.38 |
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| Boeing Company (BA) | 0.0 | $1.1M | 5.5k | 191.68 |
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| Snap-on Incorporated (SNA) | 0.0 | $1.0M | 4.0k | 255.06 |
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| ConocoPhillips (COP) | 0.0 | $1.0M | 8.5k | 119.80 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $983k | 32k | 30.66 |
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| Caterpillar (CAT) | 0.0 | $965k | +2% | 3.5k | 273.00 |
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| Bristol Myers Squibb (BMY) | 0.0 | $962k | 17k | 58.04 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $912k | 29k | 31.27 |
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| Zoetis Cl A (ZTS) | 0.0 | $889k | 5.1k | 173.98 |
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| 3M Company (MMM) | 0.0 | $882k | 9.4k | 93.62 |
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| eBay (EBAY) | 0.0 | $878k | 20k | 44.09 |
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| Lululemon Athletica (LULU) | 0.0 | $872k | 2.3k | 385.61 |
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| WD-40 Company (WDFC) | 0.0 | $813k | 4.0k | 203.24 |
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| Federal Agric Mtg Corp CL C (AGM) | 0.0 | $779k | 5.0k | 154.30 |
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| Kroger (KR) | 0.0 | $761k | 17k | 44.75 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $744k | +41% | 3.3k | 227.93 |
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| Tesla Motors (TSLA) | 0.0 | $742k | 3.0k | 250.22 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $709k | 19k | 37.95 |
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| Kellogg Company (K) | 0.0 | $696k | -4% | 12k | 59.51 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $690k | +3% | 4.3k | 159.01 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $684k | 2.6k | 265.99 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $680k | +4% | 4.8k | 141.69 |
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| Altria (MO) | 0.0 | $672k | 16k | 42.05 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $661k | -9% | 23k | 29.40 |
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| Edison International (EIX) | 0.0 | $654k | 10k | 63.29 |
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| At&t (T) | 0.0 | $646k | -6% | 43k | 15.02 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $643k | 3.9k | 163.93 |
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| Oracle Corporation (ORCL) | 0.0 | $643k | 6.1k | 105.92 |
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| Cummins (CMI) | 0.0 | $628k | 2.8k | 228.46 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $628k | 4.9k | 128.74 |
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| Illinois Tool Works (ITW) | 0.0 | $604k | 2.6k | 230.31 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $580k | 6.4k | 90.39 |
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| International Business Machines (IBM) | 0.0 | $561k | 4.0k | 140.30 |
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| Host Hotels & Resorts (HST) | 0.0 | $545k | -5% | 34k | 16.07 |
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| Chubb (CB) | 0.0 | $544k | 2.6k | 208.18 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $541k | +7% | 7.8k | 69.40 |
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| Air Products & Chemicals (APD) | 0.0 | $521k | 1.8k | 283.40 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $512k | 1.2k | 440.19 |
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| General Mills (GIS) | 0.0 | $512k | 8.0k | 63.99 |
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| Limoneira Company (LMNR) | 0.0 | $503k | 33k | 15.32 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $502k | -7% | 12k | 43.72 |
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| Brown Forman Corp Cl A (BF.A) | 0.0 | $489k | 8.4k | 58.10 |
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| Carrier Global Corporation (CARR) | 0.0 | $478k | 8.7k | 55.20 |
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| Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) | 0.0 | $470k | 22k | 21.54 |
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| Williams Companies (WMB) | 0.0 | $456k | 14k | 33.69 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $453k | +17% | 7.0k | 64.46 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $444k | 46k | 9.65 |
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| Templeton Global Income Fund (GIM) | 0.0 | $439k | 114k | 3.86 |
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| CSX Corporation (CSX) | 0.0 | $431k | -7% | 14k | 30.75 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $417k | 1.7k | 249.35 |
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| Atmos Energy Corporation (ATO) | 0.0 | $416k | 3.9k | 105.93 |
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| Anthem (ELV) | 0.0 | $413k | 949.00 | 435.42 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $413k | 7.1k | 57.84 |
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| Ishares Tr Global Energ Etf (IXC) | 0.0 | $413k | 10k | 41.26 |
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| Ishares Msci Singpor Etf (EWS) | 0.0 | $409k | +20% | 22k | 18.35 |
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| Target Corporation (TGT) | 0.0 | $403k | 3.6k | 110.57 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $398k | -2% | 4.2k | 94.04 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $397k | -3% | 779.00 | 509.90 |
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| Lowe's Companies (LOW) | 0.0 | $393k | +7% | 1.9k | 207.79 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $391k | 4.7k | 82.42 |
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| Grupo Aeropuerto Del Pacific Spon Adr B (PAC) | 0.0 | $385k | 2.3k | 164.37 |
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| Applied Materials (AMAT) | 0.0 | $384k | 2.8k | 138.45 |
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| Wolfspeed (WOLF) | 0.0 | $381k | -16% | 10k | 38.10 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $377k | 4.0k | 94.33 |
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| Linde SHS (LIN) | 0.0 | $374k | +2% | 1.0k | 372.35 |
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| Kenvue (KVUE) | 0.0 | $370k | NEW | 18k | 20.08 |
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| GSK Sponsored Adr (GSK) | 0.0 | $369k | 10k | 36.25 |
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| Public Storage (PSA) | 0.0 | $367k | 1.4k | 263.52 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $364k | +45% | 11k | 33.96 |
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| Netflix (NFLX) | 0.0 | $363k | 962.00 | 377.60 |
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| Chicago Atlantic Real Estate Fin (REFI) | 0.0 | $361k | 25k | 14.72 |
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| Ameriprise Financial (AMP) | 0.0 | $353k | 1.1k | 329.68 |
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| Hubbell (HUBB) | 0.0 | $345k | 1.1k | 313.41 |
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| American Electric Power Company (AEP) | 0.0 | $342k | 4.5k | 75.22 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $341k | -22% | 5.3k | 64.88 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $339k | 4.2k | 80.31 |
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| Post Holdings Inc Common (POST) | 0.0 | $335k | 3.9k | 85.74 |
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| S&p Global (SPGI) | 0.0 | $322k | 880.00 | 365.41 |
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| Walgreen Boots Alliance (WBA) | 0.0 | $317k | -21% | 14k | 22.24 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $315k | 4.8k | 65.76 |
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| Church & Dwight (CHD) | 0.0 | $314k | 3.4k | 91.63 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $309k | 3.0k | 102.86 |
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| Daily Journal Corporation (DJCO) | 0.0 | $306k | 1.0k | 294.00 |
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| Corning Incorporated (GLW) | 0.0 | $296k | 9.7k | 30.47 |
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| Dana Holding Corporation (DAN) | 0.0 | $293k | 20k | 14.67 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $291k | +33% | 4.0k | 72.72 |
|
| Clean Energy Fuels (CLNE) | 0.0 | $287k | 75k | 3.83 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $287k | 2.2k | 133.28 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $270k | 1.7k | 160.98 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $268k | 9.4k | 28.61 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $265k | 3.3k | 80.97 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $262k | 4.5k | 57.94 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $252k | 2.1k | 122.93 |
|
|
| Humana (HUM) | 0.0 | $251k | 515.00 | 486.52 |
|
|
| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $249k | NEW | 8.7k | 28.59 |
|
| CenterPoint Energy (CNP) | 0.0 | $248k | 9.2k | 26.85 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $245k | 7.4k | 33.34 |
|
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| General Dynamics Corporation (GD) | 0.0 | $245k | 1.1k | 220.97 |
|
|
| Textron (TXT) | 0.0 | $242k | 3.1k | 78.14 |
|
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| Marsh & McLennan Companies (MMC) | 0.0 | $240k | +2% | 1.3k | 190.30 |
|
| Norfolk Southern (NSC) | 0.0 | $239k | 1.2k | 196.93 |
|
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $236k | 1.9k | 122.29 |
|
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| Charter Communications Inc N Cl A (CHTR) | 0.0 | $234k | NEW | 531.00 | 439.82 |
|
| Public Service Enterprise (PEG) | 0.0 | $230k | 4.0k | 56.91 |
|
|
| Fortune Brands (FBIN) | 0.0 | $230k | 3.7k | 62.16 |
|
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| Biogen Idec (BIIB) | 0.0 | $222k | 863.00 | 257.01 |
|
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| Marathon Petroleum Corp (MPC) | 0.0 | $222k | NEW | 1.5k | 151.34 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $221k | 3.6k | 60.64 |
|
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.0 | $219k | NEW | 5.3k | 41.30 |
|
| Gilead Sciences (GILD) | 0.0 | $217k | -15% | 2.9k | 74.94 |
|
| Waste Management (WM) | 0.0 | $205k | 1.3k | 152.44 |
|
|
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.0 | $204k | NEW | 15k | 13.58 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $203k | 488.00 | 414.90 |
|
|
| Ford Motor Company (F) | 0.0 | $163k | 13k | 12.42 |
|
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| Embecta Corp Common Stock (EMBC) | 0.0 | $162k | 11k | 15.05 |
|
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| Mission Produce (AVO) | 0.0 | $160k | 17k | 9.68 |
|
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $150k | NEW | 11k | 14.03 |
|
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $135k | 16k | 8.43 |
|
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| Plug Power Com New (PLUG) | 0.0 | $134k | 18k | 7.60 |
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| Lantronix Com New (LTRX) | 0.0 | $58k | -45% | 13k | 4.45 |
|
| Aberdeen Asia-Pacific Income Fund (FAX) | 0.0 | $25k | 10k | 2.45 |
|
|
| Stereotaxis Com New (STXS) | 0.0 | $20k | 13k | 1.58 |
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Past Filings by Everett Harris & Co
SEC 13F filings are viewable for Everett Harris & Co going back to 2010
- 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
- Everett Harris & Co 2020 Q1 filed April 29, 2020
- Everett Harris & Co 2019 Q4 filed Jan. 27, 2020