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, COST, MSFT, NVO, and represent 43.57% of Everett Harris & Co's stock portfolio.
- Added to shares of these 10 stocks: GOOG (+$202M), GOOGL (+$59M), CMCSA (+$14M), NVO (+$5.4M), VZ, BAX, SBUX, DIS, NKE, BRK.B.
- Started 14 new stock positions in VOT, VO, ITEQ, VCV, J, NFLX, HUBB, VONG, QQQ, SHY. GKOS, Haleon Plc Spon Ads, GSK, BIIB.
- Reduced shares in these 10 stocks: BSV (-$12M), MA (-$11M), V (-$11M), AAPL (-$8.3M), BAC.PL (-$7.7M), MDT (-$7.6M), VCSH (-$6.3M), IEMG, BDXB, HD.
- Sold out of its positions in ADBE, BHG, CHTR, DEO, FRPH, FBHS, GlaxoSmithKline, OEF, TIP, Jacobs Engineering. EL, MMC, NGG, SJM, VFC, VUSB, BNDX, WPRT.
- Everett Harris & Co was a net buyer of stock by $196M.
- Everett Harris & Co has $5.4B in assets under management (AUM), dropping by -6.02%.
- Central Index Key (CIK): 0001009254
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Portfolio Holdings for Everett Harris & Co
Everett Harris & Co holds 257 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 12.1 | $659M | 4.8M | 138.20 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 10.6 | $577M | 1.4k | 406469.72 | ||
| Costco Wholesale Corporation (COST) | 7.8 | $422M | 893k | 472.27 | ||
| Microsoft Corporation (MSFT) | 7.0 | $379M | 1.6M | 232.90 | ||
| Novo-nordisk A S Adr (NVO) | 6.1 | $330M | 3.3M | 99.63 | ||
| Alphabet Cap Stk Cl C (GOOG) | 3.9 | $213M | +1890% | 2.2M | 96.15 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.5 | $192M | 719k | 267.02 | ||
| Vanguard World Fds Health Car Etf (VHT) | 3.1 | $170M | 758k | 223.70 | ||
| Abbott Laboratories (ABT) | 2.8 | $151M | 1.6M | 96.76 | ||
| Johnson & Johnson (JNJ) | 2.5 | $138M | 847k | 163.36 | ||
| Amazon (AMZN) | 2.3 | $123M | 1.1M | 113.00 | ||
| Walt Disney Company (DIS) | 2.2 | $119M | 1.3M | 94.33 | ||
| Becton, Dickinson and (BDX) | 2.0 | $106M | 476k | 222.83 | ||
| Starbucks Corporation (SBUX) | 1.8 | $97M | +2% | 1.2M | 84.26 | |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.8 | $97M | 376k | 257.30 | ||
| McDonald's Corporation (MCD) | 1.7 | $94M | 407k | 230.74 | ||
| Nike CL B (NKE) | 1.6 | $90M | 1.1M | 83.12 | ||
| Bank of America Corporation (BAC) | 1.5 | $83M | 2.7M | 30.20 | ||
| Chevron Corporation (CVX) | 1.4 | $77M | 535k | 143.67 | ||
| Abbvie (ABBV) | 1.4 | $75M | 555k | 134.21 | ||
| Unilever Spon Adr New (UL) | 1.4 | $74M | 1.7M | 43.84 | ||
| TJX Companies (TJX) | 1.3 | $71M | 1.1M | 62.12 | ||
| Pepsi (PEP) | 1.2 | $67M | 411k | 163.26 | ||
| Colgate-Palmolive Company (CL) | 1.2 | $66M | -2% | 936k | 70.25 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $62M | +1894% | 649k | 95.65 | |
| FactSet Research Systems (FDS) | 1.1 | $59M | 148k | 400.11 | ||
| Comcast Corp Cl A (CMCSA) | 0.8 | $44M | +46% | 1.5M | 29.33 | |
| American Water Works (AWK) | 0.8 | $43M | 334k | 130.16 | ||
| Wal-Mart Stores (WMT) | 0.8 | $43M | 331k | 129.70 | ||
| Home Depot (HD) | 0.7 | $40M | -9% | 145k | 275.94 | |
| Baxter International (BAX) | 0.7 | $39M | +9% | 728k | 53.86 | |
| Progressive Corporation (PGR) | 0.7 | $38M | 328k | 116.21 | ||
| Expeditors International of Washington (EXPD) | 0.6 | $31M | +2% | 352k | 88.31 | |
| Becton Dickinson & Co 6% Dp Conv Pfd B (BDXB) | 0.6 | $30M | -12% | 644k | 47.14 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $23M | 324k | 71.87 | ||
| Lockheed Martin Corporation (LMT) | 0.4 | $23M | 58k | 386.29 | ||
| Verizon Communications (VZ) | 0.4 | $22M | +22% | 590k | 37.97 | |
| Bk Of America Corp 7.25%CNV PFD L (BAC.PL) | 0.4 | $22M | -26% | 19k | 1174.99 | |
| United Parcel Service CL B (UPS) | 0.3 | $18M | 110k | 161.54 | ||
| Edwards Lifesciences (EW) | 0.3 | $15M | 187k | 82.63 | ||
| Mastercard Incorporated Cl A (MA) | 0.3 | $15M | -42% | 54k | 284.34 | |
| Merck & Co (MRK) | 0.3 | $15M | 179k | 86.12 | ||
| Ishares Core Msci Emkt (IEMG) | 0.3 | $14M | -23% | 336k | 42.98 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $14M | 155k | 87.31 | ||
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.2 | $13M | +3% | 295k | 45.16 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $13M | -32% | 175k | 74.28 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $12M | 58k | 213.96 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $12M | -50% | 155k | 74.82 | |
| CVS Caremark Corporation (CVS) | 0.2 | $11M | 118k | 95.37 | ||
| Ecolab (ECL) | 0.2 | $11M | 77k | 144.43 | ||
| Union Pacific Corporation (UNP) | 0.2 | $9.2M | 47k | 194.81 | ||
| Nextera Energy (NEE) | 0.2 | $9.1M | 116k | 78.41 | ||
| Procter & Gamble Company (PG) | 0.1 | $7.3M | -8% | 58k | 126.25 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $7.1M | 22k | 328.29 | ||
| Coca-Cola Company (KO) | 0.1 | $7.0M | 126k | 56.02 | ||
| Thermo Fisher Scientific (TMO) | 0.1 | $6.7M | 13k | 507.23 | ||
| Industrias Bachoco Sab Spon Adr B (IBA) | 0.1 | $6.6M | 144k | 46.04 | ||
| Paypal Holdings (PYPL) | 0.1 | $6.6M | 76k | 86.07 | ||
| Zimmer Holdings (ZBH) | 0.1 | $6.5M | -4% | 62k | 104.55 | |
| Pfizer (PFE) | 0.1 | $6.4M | 146k | 43.76 | ||
| Raytheon Technologies Corp (RTX) | 0.1 | $6.3M | -3% | 77k | 81.87 | |
| Oneok (OKE) | 0.1 | $6.2M | 121k | 51.24 | ||
| SYSCO Corporation (SYY) | 0.1 | $5.7M | 81k | 70.72 | ||
| Canadian Pacific Railway (CP) | 0.1 | $5.1M | 76k | 66.72 | ||
| Amgen (AMGN) | 0.1 | $4.7M | 21k | 225.41 | ||
| Qualcomm (QCOM) | 0.1 | $4.5M | 40k | 112.97 | ||
| Simon Property (SPG) | 0.1 | $4.4M | +25% | 49k | 89.75 | |
| Kinder Morgan (KMI) | 0.1 | $4.2M | +7% | 255k | 16.64 | |
| Medtronic SHS (MDT) | 0.1 | $4.0M | -65% | 49k | 80.76 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $4.0M | -19% | 52k | 76.01 | |
| Yum! Brands (YUM) | 0.1 | $3.7M | -20% | 35k | 106.34 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.4M | 36k | 94.89 | ||
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $3.4M | -9% | 92k | 36.49 | |
| Us Bancorp Del Com New (USB) | 0.1 | $3.2M | -7% | 80k | 40.32 | |
| Rogers Communications CL B (RCI) | 0.1 | $3.1M | +17% | 81k | 38.55 | |
| Allison Transmission Hldngs I (ALSN) | 0.1 | $2.9M | +2% | 87k | 33.75 | |
| Visa Com Cl A (V) | 0.1 | $2.9M | -79% | 16k | 177.67 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $2.8M | -4% | 7.9k | 357.14 | |
| Danaher Corporation (DHR) | 0.1 | $2.8M | -2% | 11k | 258.31 | |
| Eli Lilly & Co. (LLY) | 0.1 | $2.8M | 8.6k | 323.38 | ||
| Intuitive Surgical Com New (ISRG) | 0.0 | $2.6M | 14k | 187.42 | ||
| Csw Industrials (CSWI) | 0.0 | $2.5M | 21k | 119.79 | ||
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $2.5M | -6% | 2.1k | 1192.62 | |
| Enbridge (ENB) | 0.0 | $2.3M | 62k | 37.10 | ||
| Meta Platforms Cl A (META) | 0.0 | $2.3M | -31% | 17k | 135.69 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $2.3M | 11k | 204.81 | ||
| Automatic Data Processing (ADP) | 0.0 | $2.2M | 9.9k | 226.17 | ||
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $2.0M | 25k | 81.11 | ||
| JPMorgan Chase & Co. (JPM) | 0.0 | $2.0M | 19k | 104.51 | ||
| Deere & Company (DE) | 0.0 | $2.0M | 5.9k | 333.84 | ||
| BlackRock (BLK) | 0.0 | $1.9M | +14% | 3.5k | 550.35 | |
| Bank of Hawaii Corporation (BOH) | 0.0 | $1.9M | 25k | 76.10 | ||
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $1.9M | 52k | 36.36 | ||
| Enterprise Products Partners (EPD) | 0.0 | $1.8M | 77k | 23.78 | ||
| Emerson Electric (EMR) | 0.0 | $1.8M | -9% | 25k | 73.20 | |
| Alliant Energy Corporation (LNT) | 0.0 | $1.8M | 33k | 53.00 | ||
| Intel Corporation (INTC) | 0.0 | $1.7M | 66k | 25.78 | ||
| Honeywell International (HON) | 0.0 | $1.7M | +8% | 10k | 167.00 | |
| TETRA Technologies (TTI) | 0.0 | $1.7M | 468k | 3.59 | ||
| Dominion Resources (D) | 0.0 | $1.6M | +2% | 24k | 69.10 | |
| Jpmorgan Chase & Co Alerian Ml Etn (AMJ) | 0.0 | $1.6M | +2% | 81k | 20.06 | |
| Tc Energy Corp (TRP) | 0.0 | $1.5M | 38k | 40.30 | ||
| Cardinal Health (CAH) | 0.0 | $1.5M | 22k | 66.67 | ||
| Yum China Holdings (YUMC) | 0.0 | $1.3M | 28k | 47.31 | ||
| Stryker Corporation (SYK) | 0.0 | $1.3M | 6.4k | 202.50 | ||
| 3M Company (MMM) | 0.0 | $1.3M | -23% | 12k | 110.49 | |
| FedEx Corporation (FDX) | 0.0 | $1.3M | -8% | 8.7k | 148.46 | |
| American Express Company (AXP) | 0.0 | $1.3M | 9.5k | 134.92 | ||
| Wells Fargo & Company (WFC) | 0.0 | $1.3M | 32k | 40.22 | ||
| Wolfspeed (WOLF) | 0.0 | $1.2M | 12k | 103.33 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $1.2M | 17k | 71.07 | ||
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.2M | 21k | 57.80 | ||
| Phillips 66 (PSX) | 0.0 | $1.2M | 15k | 80.74 | ||
| Snap-on Incorporated (SNA) | 0.0 | $1.2M | 6.0k | 201.33 | ||
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.2M | -4% | 11k | 112.51 | |
| Cisco Systems (CSCO) | 0.0 | $1.2M | 30k | 39.99 | ||
| Utah Medical Products (UTMD) | 0.0 | $1.2M | 14k | 85.32 | ||
| Shell Spon Ads (SHEL) | 0.0 | $1.2M | 23k | 49.78 | ||
| Altria (MO) | 0.0 | $1.2M | -6% | 29k | 40.38 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.1M | 16k | 68.57 | ||
| Philip Morris International (PM) | 0.0 | $1.1M | 13k | 82.98 | ||
| International Flavors & Fragrances (IFF) | 0.0 | $1.1M | 12k | 90.81 | ||
| Valvoline Inc Common (VVV) | 0.0 | $1.1M | +6% | 42k | 25.34 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $1.0M | 36k | 28.57 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.0M | -23% | 7.5k | 135.10 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $982k | +22% | 5.5k | 179.52 | |
| West Pharmaceutical Services (WST) | 0.0 | $961k | 3.9k | 245.97 | ||
| Bath & Body Works In (BBWI) | 0.0 | $946k | 29k | 32.60 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $943k | 2.6k | 358.69 | ||
| Profire Energy (PFIE) | 0.0 | $917k | +12% | 1.1M | 0.85 | |
| UnitedHealth (UNH) | 0.0 | $916k | -2% | 1.8k | 505.24 | |
| Paccar (PCAR) | 0.0 | $903k | 11k | 83.69 | ||
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $870k | 7.2k | 121.05 | ||
| ConocoPhillips (COP) | 0.0 | $862k | 8.4k | 102.31 | ||
| Kellogg Company (K) | 0.0 | $856k | 12k | 69.62 | ||
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $848k | 24k | 35.92 | ||
| Host Hotels & Resorts (HST) | 0.0 | $809k | -7% | 51k | 15.88 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $807k | -4% | 26k | 31.41 | |
| Organon & Co Common Stock (OGN) | 0.0 | $799k | +3% | 34k | 23.41 | |
| eBay (EBAY) | 0.0 | $779k | 21k | 36.80 | ||
| Zoetis Cl A (ZTS) | 0.0 | $755k | 5.1k | 148.36 | ||
| At&t (T) | 0.0 | $755k | 49k | 15.33 | ||
| Kroger (KR) | 0.0 | $744k | 17k | 43.76 | ||
| General Electric Com New (GE) | 0.0 | $722k | 12k | 61.88 | ||
| Plug Power Com New (PLUG) | 0.0 | $714k | 34k | 21.00 | ||
| Boeing Company (BA) | 0.0 | $701k | 5.8k | 121.05 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $684k | -37% | 20k | 34.87 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $648k | 4.2k | 154.88 | ||
| Lululemon Athletica (LULU) | 0.0 | $640k | 2.3k | 279.35 | ||
| General Mills (GIS) | 0.0 | $603k | 7.9k | 76.58 | ||
| Cummins (CMI) | 0.0 | $590k | 2.9k | 203.45 | ||
| Edison International (EIX) | 0.0 | $585k | 10k | 56.60 | ||
| Target Corporation (TGT) | 0.0 | $577k | 3.9k | 148.41 | ||
| International Business Machines (IBM) | 0.0 | $574k | 4.8k | 118.77 | ||
| Brown Forman Corp Cl A (BF.A) | 0.0 | $568k | 8.4k | 67.52 | ||
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $567k | 49k | 11.50 | ||
| Northrop Grumman Corporation (NOC) | 0.0 | $565k | 1.2k | 470.44 | ||
| American Electric Power Company (AEP) | 0.0 | $565k | 6.5k | 86.38 | ||
| Limoneira Company (LMNR) | 0.0 | $560k | 43k | 13.17 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $541k | +19% | 2.6k | 210.26 | |
| Public Storage (PSA) | 0.0 | $526k | -10% | 1.8k | 292.55 | |
| Caterpillar (CAT) | 0.0 | $525k | -52% | 3.2k | 163.96 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $520k | 7.2k | 72.02 | ||
| Tesla Motors (TSLA) | 0.0 | $508k | +200% | 1.9k | 265.00 | |
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $505k | 46k | 10.98 | ||
| Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) | 0.0 | $504k | 36k | 14.05 | ||
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $503k | -2% | 6.8k | 73.48 | |
| Federal Agric Mtg Corp CL C (AGM) | 0.0 | $500k | 5.0k | 99.07 | ||
| Jbg Smith Properties (JBGS) | 0.0 | $500k | -2% | 27k | 18.57 | |
| Templeton Global Income Fund (GIM) | 0.0 | $495k | 122k | 4.07 | ||
| Victorias Secret And Common Stock (VSCO) | 0.0 | $491k | 17k | 29.13 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $488k | 3.8k | 127.18 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $483k | 2.2k | 219.05 | ||
| Occidental Petroleum Corporation (OXY) | 0.0 | $469k | +3% | 7.6k | 61.43 | |
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $466k | 3.9k | 118.73 | ||
| Air Products & Chemicals (APD) | 0.0 | $463k | 2.0k | 232.90 | ||
| NVIDIA Corporation (NVDA) | 0.0 | $462k | 3.8k | 121.36 | ||
| Chubb (CB) | 0.0 | $459k | 2.5k | 181.93 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $457k | -40% | 1.5k | 307.12 | |
| Post Holdings Inc Common (POST) | 0.0 | $455k | 5.6k | 81.88 | ||
| Mondelez Intl Cl A (MDLZ) | 0.0 | $434k | -8% | 7.9k | 54.78 | |
| CenterPoint Energy (CNP) | 0.0 | $432k | 15k | 28.19 | ||
| Illinois Tool Works (ITW) | 0.0 | $429k | 2.4k | 180.63 | ||
| Anthem (ELV) | 0.0 | $426k | -18% | 938.00 | 454.16 | |
| Dorchester Minerals Com Unit (DMLP) | 0.0 | $422k | +11% | 17k | 24.97 | |
| CSX Corporation (CSX) | 0.0 | $404k | 15k | 26.62 | ||
| Clean Energy Fuels (CLNE) | 0.0 | $400k | 75k | 5.33 | ||
| Atmos Energy Corporation (ATO) | 0.0 | $399k | 3.9k | 101.73 | ||
| Williams Companies (WMB) | 0.0 | $385k | 14k | 28.60 | ||
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $377k | 8.9k | 42.19 | ||
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $368k | -5% | 4.1k | 90.86 | |
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $364k | 4.8k | 75.36 | ||
| Embecta Corp Common Stock (EMBC) | 0.0 | $358k | -37% | 12k | 28.76 | |
| Chicago Atlantic Real Estate Fin (REFI) | 0.0 | $353k | +16% | 25k | 14.41 | |
| Oracle Corporation (ORCL) | 0.0 | $348k | 5.7k | 61.12 | ||
| Lowe's Companies (LOW) | 0.0 | $348k | 1.9k | 188.01 | ||
| Ishares Tr National Mun Etf (MUB) | 0.0 | $339k | 3.3k | 102.63 | ||
| Ishares Msci Singpor Etf (EWS) | 0.0 | $335k | -35% | 20k | 17.09 | |
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $333k | 10k | 33.30 | ||
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $332k | 5.7k | 58.50 | ||
| Hannon Armstrong (HASI) | 0.0 | $323k | -4% | 11k | 29.91 | |
| Carrier Global Corporation (CARR) | 0.0 | $321k | -35% | 9.0k | 35.58 | |
| GSK Sponsored Adr (GSK) | 0.0 | $318k | NEW | 11k | 29.41 | |
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $316k | 6.8k | 46.55 | ||
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $308k | 3.0k | 102.67 | ||
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $305k | 3.1k | 98.87 | ||
| Ishares Msci Taiwan Etf (EWT) | 0.0 | $302k | 7.0k | 43.14 | ||
| Grupo Aeropuerto Del Pacific Spon Adr B (PAC) | 0.0 | $301k | -2% | 2.4k | 126.95 | |
| Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $294k | 1.3k | 235.20 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $287k | 3.3k | 87.13 | ||
| Otis Worldwide Corp (OTIS) | 0.0 | $285k | -36% | 4.5k | 63.90 | |
| Chesapeake Energy Corp (CHK) | 0.0 | $283k | 3.0k | 94.33 | ||
| Corning Incorporated (GLW) | 0.0 | $281k | 9.7k | 28.97 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $281k | NEW | 3.5k | 81.33 | |
| Ameriprise Financial (AMP) | 0.0 | $270k | 1.1k | 251.87 | ||
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $269k | 2.1k | 126.41 | ||
| S&p Global (SPGI) | 0.0 | $269k | -5% | 880.00 | 305.68 | |
| Norfolk Southern (NSC) | 0.0 | $268k | 1.3k | 209.87 | ||
| Linde SHS (LIN) | 0.0 | $265k | 984.00 | 269.31 | ||
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $258k | 2.2k | 117.38 | ||
| Humana (HUM) | 0.0 | $250k | 515.00 | 485.44 | ||
| Etf Managers Tr Bluestar Israel (ITEQ) | 0.0 | $248k | NEW | 5.7k | 43.74 | |
| Hubbell (HUBB) | 0.0 | $245k | NEW | 1.1k | 222.73 | |
| Jacobs Engineering Group (J) | 0.0 | $245k | NEW | 2.3k | 108.60 | |
| Church & Dwight (CHD) | 0.0 | $244k | 3.4k | 71.30 | ||
| Brigham Minerals Cl A Com (MNRL) | 0.0 | $243k | 9.8k | 24.70 | ||
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $241k | 2.2k | 112.09 | ||
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $239k | +9% | 1.5k | 164.71 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $239k | 1.7k | 142.60 | ||
| Mission Produce (AVO) | 0.0 | $239k | 17k | 14.48 | ||
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $238k | 2.0k | 116.95 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $237k | -21% | 1.4k | 171.24 | |
| General Dynamics Corporation (GD) | 0.0 | $235k | 1.1k | 212.29 | ||
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $235k | NEW | 1.4k | 170.41 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $233k | 5.2k | 45.24 | ||
| Biogen Idec (BIIB) | 0.0 | $230k | NEW | 863.00 | 266.51 | |
| Dana Holding Corporation (DAN) | 0.0 | $229k | 20k | 11.45 | ||
| Netflix (NFLX) | 0.0 | $227k | NEW | 963.00 | 235.72 | |
| San Juan Basin Rty Tr Unit Ben Int (SJT) | 0.0 | $226k | +4% | 24k | 9.42 | |
| Public Service Enterprise (PEG) | 0.0 | $224k | 4.0k | 56.14 | ||
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $217k | NEW | 4.0k | 54.25 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $213k | NEW | 1.1k | 188.33 | |
| Applied Materials (AMAT) | 0.0 | $213k | 2.6k | 81.86 | ||
| Ida (IDA) | 0.0 | $212k | 2.1k | 98.83 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $211k | NEW | 788.00 | 267.77 | |
| Glaukos (GKOS) | 0.0 | $210k | NEW | 3.9k | 53.31 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $208k | 4.5k | 46.08 | ||
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $202k | 7.2k | 28.18 | ||
| Barrick Gold Corp (GOLD) | 0.0 | $162k | 11k | 15.50 | ||
| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $144k | NEW | 16k | 8.97 | |
| Lantronix Com New (LTRX) | 0.0 | $115k | 24k | 4.79 | ||
| Ford Motor Company (F) | 0.0 | $113k | 10k | 11.19 | ||
| Haleon Spon Ads | 0.0 | $82k | NEW | 14k | 6.07 | |
| Hanesbrands (HBI) | 0.0 | $78k | 11k | 6.96 | ||
| Aberdeen Asia-Pacific Income Fund (FAX) | 0.0 | $48k | 19k | 2.53 | ||
| Stereotaxis Com New (STXS) | 0.0 | $45k | +66% | 25k | 1.80 | |
| Conformis (CFMS) | 0.0 | $7.0k | 38k | 0.18 | ||
Past Filings by Everett Harris & Co
SEC 13F filings are viewable for Everett Harris & Co going back to 2010
- 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
- Everett Harris & Co 2019 Q3 filed Nov. 6, 2019
- Everett Harris & Co 2019 Q2 filed Aug. 13, 2019
- Everett Harris & Co 2019 Q1 filed May 13, 2019
- Everett Harris & Co 2018 Q4 filed Feb. 13, 2019