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, MSFT, COST, GOOG, and represent 37.15% of Everett Harris & Co's stock portfolio.
- Added to shares of these 10 stocks: LMT (+$10M), ABBV (+$7.6M), CVS (+$5.8M), NVS, UL, CMCSA, TRP, VCSH, NVO, HD.
- Started 10 new stock positions in GD, HUBB, EWT, AVO, SCHV, ALSN, TTE, EMXC, LTRX, TRP.
- Reduced shares in these 10 stocks: , AAPL (-$8.6M), GOOG (-$5.8M), DIS, VOO, , V, MSFT, BRK.A, JNJ.
- Sold out of its positions in China Mobile, LBRDK, FIZZ, SCHG, TC Pipelines.
- Everett Harris & Co was a net seller of stock by $-19M.
- Everett Harris & Co has $5.8B in assets under management (AUM), dropping by 1.93%.
- Central Index Key (CIK): 0001009254
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Portfolio Holdings for Everett Harris & Co
Companies in the Everett Harris & Co portfolio as of the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.8 | $622M | 5.1M | 122.15 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 9.6 | $554M | 1.4k | 385701.95 | ||
| Microsoft Corporation (MSFT) | 6.9 | $399M | 1.7M | 235.77 | ||
| Costco Wholesale Corporation (COST) | 5.6 | $321M | 911k | 352.48 | ||
| Alphabet Cap Stk Cl C (GOOG) | 4.3 | $246M | -2% | 119k | 2068.62 | |
| Walt Disney Company (DIS) | 3.9 | $227M | -2% | 1.2M | 184.52 | |
| Novo-nordisk A S Adr (NVO) | 3.8 | $220M | 3.3M | 67.42 | ||
| Abbott Laboratories (ABT) | 3.4 | $196M | 1.6M | 119.84 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.2 | $185M | 724k | 255.47 | ||
| Vanguard World Fds Health Car Etf (VHT) | 3.0 | $174M | 761k | 228.75 | ||
| Amazon (AMZN) | 2.9 | $166M | 54k | 3094.09 | ||
| Johnson & Johnson (JNJ) | 2.5 | $146M | 890k | 164.35 | ||
| Nike CL B (NKE) | 2.5 | $143M | 1.1M | 132.89 | ||
| Starbucks Corporation (SBUX) | 2.1 | $120M | 1.1M | 109.27 | ||
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| Becton, Dickinson and (BDX) | 2.0 | $118M | 485k | 243.15 | ||
| Bank of America Corporation (BAC) | 1.9 | $110M | 2.8M | 38.69 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 1.8 | $104M | 375k | 276.25 | ||
| McDonald's Corporation (MCD) | 1.6 | $92M | 409k | 224.14 | ||
| Unilever Spon Adr New (UL) | 1.5 | $89M | +3% | 1.6M | 55.83 | |
| Ishares Core Msci Emkt (IEMG) | 1.5 | $87M | 1.3M | 64.36 | ||
| Colgate-Palmolive Company (CL) | 1.5 | $85M | 1.1M | 78.83 | ||
| TJX Companies (TJX) | 1.3 | $73M | 1.1M | 66.15 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $69M | -2% | 34k | 2062.53 | |
| Pepsi (PEP) | 1.0 | $60M | 421k | 141.45 | ||
| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 1.0 | $58M | 773k | 75.53 | ||
| American Water Works (AWK) | 1.0 | $56M | 376k | 149.92 | ||
| Baxter International (BAX) | 0.9 | $55M | 648k | 84.34 | ||
| Chevron Corporation (CVX) | 0.9 | $52M | 498k | 104.79 | ||
| Abbvie (ABBV) | 0.9 | $51M | +17% | 475k | 108.22 | |
| Home Depot (HD) | 0.8 | $49M | +5% | 159k | 305.25 | |
| Wal-Mart Stores (WMT) | 0.8 | $48M | 353k | 135.83 | ||
| FactSet Research Systems (FDS) | 0.8 | $46M | 149k | 308.59 | ||
| Comcast Corp Cl A (CMCSA) | 0.7 | $38M | +8% | 693k | 54.11 | |
| Expeditors International of Washington (EXPD) | 0.6 | $37M | 345k | 107.69 | ||
| Mastercard Incorporated Cl A (MA) | 0.6 | $35M | -3% | 98k | 356.05 | |
| Progressive Corporation (PGR) | 0.6 | $35M | 363k | 95.61 | ||
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $32M | 392k | 82.19 | ||
| Novartis Sponsored Adr (NVS) | 0.4 | $25M | +15% | 292k | 85.48 | |
| Verizon Communications (VZ) | 0.4 | $25M | +6% | 425k | 58.15 | |
| Charles Schwab Corporation (SCHW) | 0.4 | $21M | 322k | 65.18 | ||
| Medtronic SHS (MDT) | 0.4 | $21M | 177k | 118.13 | ||
| Paypal Holdings (PYPL) | 0.4 | $21M | 85k | 242.84 | ||
| United Parcel Service CL B (UPS) | 0.3 | $19M | 114k | 169.99 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $18M | +16% | 218k | 82.50 | |
| Visa Com Cl A (V) | 0.3 | $17M | -11% | 82k | 211.73 | |
| Ecolab (ECL) | 0.3 | $17M | -2% | 79k | 214.07 | |
| Edwards Lifesciences (EW) | 0.3 | $16M | 191k | 83.64 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $16M | +3% | 61k | 257.04 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.3 | $15M | 243k | 62.85 | ||
| Lockheed Martin Corporation (LMT) | 0.2 | $12M | +828% | 31k | 369.48 | |
| Zimmer Holdings (ZBH) | 0.2 | $11M | 71k | 160.08 | ||
| Exxon Mobil Corporation (XOM) | 0.2 | $9.7M | -5% | 174k | 55.83 | |
| Facebook Cl A (FB) | 0.2 | $9.1M | 31k | 294.55 | ||
| Procter & Gamble Company (PG) | 0.2 | $9.0M | 67k | 135.42 | ||
| Nextera Energy (NEE) | 0.2 | $8.7M | 116k | 75.61 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $7.9M | -30% | 22k | 364.29 | |
| Coca-Cola Company (KO) | 0.1 | $7.5M | -5% | 142k | 52.71 | |
| SYSCO Corporation (SYY) | 0.1 | $7.4M | -6% | 93k | 78.74 | |
| Oneok (OKE) | 0.1 | $6.9M | -2% | 137k | 50.66 | |
| CVS Caremark Corporation (CVS) | 0.1 | $6.8M | +568% | 90k | 75.23 | |
| Union Pacific Corporation (UNP) | 0.1 | $6.7M | +14% | 30k | 220.42 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $6.2M | -2% | 120k | 52.05 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $6.0M | -7% | 78k | 77.27 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $5.8M | -2% | 13k | 456.35 | |
| Simon Property (SPG) | 0.1 | $5.4M | -3% | 48k | 113.76 | |
| Amgen (AMGN) | 0.1 | $5.3M | +7% | 21k | 248.79 | |
| Us Bancorp Del Com New (USB) | 0.1 | $5.3M | -5% | 96k | 55.31 | |
| Industrias Bachoco Sab Spon Adr B (IBA) | 0.1 | $5.0M | +3% | 126k | 39.73 | |
| Qualcomm (QCOM) | 0.1 | $4.8M | 36k | 132.58 | ||
| Yum! Brands (YUM) | 0.1 | $4.7M | 44k | 108.18 | ||
| Canadian Pacific Railway (CP) | 0.1 | $4.5M | 12k | 379.29 | ||
| 3M Company (MMM) | 0.1 | $4.4M | -10% | 23k | 192.68 | |
| Pfizer (PFE) | 0.1 | $4.3M | +6% | 118k | 36.23 | |
| Intel Corporation (INTC) | 0.1 | $4.2M | -5% | 66k | 63.99 | |
| Merck & Co (MRK) | 0.1 | $4.1M | +2% | 54k | 77.09 | |
| FedEx Corporation (FDX) | 0.1 | $3.8M | 13k | 284.05 | ||
| Intuitive Surgical Com New (ISRG) | 0.1 | $3.4M | 4.6k | 739.04 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $3.3M | -24% | 8.3k | 396.31 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $3.1M | 12k | 255.06 | ||
| Danaher Corporation (DHR) | 0.0 | $2.8M | 12k | 225.09 | ||
| Csw Industrials (CSWI) | 0.0 | $2.7M | 20k | 135.02 | ||
| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $2.7M | -2% | 34k | 79.57 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $2.7M | -4% | 18k | 152.21 | |
| Host Hotels & Resorts (HST) | 0.0 | $2.7M | -3% | 161k | 16.85 | |
| Emerson Electric (EMR) | 0.0 | $2.7M | 30k | 90.22 | ||
| Tc Energy Corp (TRP) | 0.0 | $2.7M | NEW | 58k | 45.76 | |
| Kinder Morgan (KMI) | 0.0 | $2.6M | -16% | 156k | 16.65 | |
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $2.5M | 51k | 49.11 | ||
| BlackRock (BLK) | 0.0 | $2.4M | 3.2k | 753.90 | ||
| Enbridge (ENB) | 0.0 | $2.4M | 66k | 36.40 | ||
| Deere & Company (DE) | 0.0 | $2.2M | +3% | 5.9k | 374.12 | |
| Enterprise Products Partners (EPD) | 0.0 | $2.2M | -15% | 101k | 22.02 | |
| Kansas City Southern Com New (KSU) | 0.0 | $2.1M | 8.1k | 263.90 | ||
| Plug Power Com New (PLUG) | 0.0 | $1.9M | 54k | 35.83 | ||
| Walgreen Boots Alliance (WBA) | 0.0 | $1.9M | 35k | 54.91 | ||
| Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) | 0.0 | $1.9M | -9% | 52k | 36.88 | |
| Alliant Energy Corporation (LNT) | 0.0 | $1.9M | -16% | 35k | 54.15 | |
| Rogers Communications CL B (RCI) | 0.0 | $1.9M | +45% | 41k | 46.10 | |
| Automatic Data Processing (ADP) | 0.0 | $1.9M | 9.9k | 188.48 | ||
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $1.8M | +113% | 18k | 101.11 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $1.8M | -8% | 51k | 35.60 | |
| Yum China Holdings (YUMC) | 0.0 | $1.8M | -22% | 31k | 59.21 | |
| Stryker Corporation (SYK) | 0.0 | $1.8M | 7.3k | 243.63 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.8M | -4% | 15k | 118.28 | |
| Wells Fargo & Company (WFC) | 0.0 | $1.8M | -40% | 45k | 39.06 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.8M | -15% | 33k | 53.34 | |
| International Flavors & Fragrances (IFF) | 0.0 | $1.7M | -12% | 12k | 139.60 | |
| eBay (EBAY) | 0.0 | $1.7M | 28k | 61.23 | ||
| Nuance Communications (NUAN) | 0.0 | $1.6M | 37k | 43.65 | ||
| Boeing Company (BA) | 0.0 | $1.6M | 6.3k | 254.80 | ||
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $1.6M | -2% | 7.2k | 217.49 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $1.6M | -2% | 11k | 139.04 | |
| At&t (T) | 0.0 | $1.5M | +8% | 51k | 30.26 | |
| Cisco Systems (CSCO) | 0.0 | $1.5M | 29k | 51.71 | ||
| Eli Lilly & Co. (LLY) | 0.0 | $1.4M | -6% | 7.7k | 186.88 | |
| General Electric Company (GE) | 0.0 | $1.4M | -6% | 108k | 13.13 | |
| Phillips 66 (PSX) | 0.0 | $1.4M | -4% | 17k | 81.53 | |
| Snap-on Incorporated (SNA) | 0.0 | $1.4M | 6.0k | 230.67 | ||
| Cardinal Health (CAH) | 0.0 | $1.4M | 23k | 60.77 | ||
| L Brands (LB) | 0.0 | $1.3M | +18% | 22k | 61.84 | |
| Caterpillar (CAT) | 0.0 | $1.3M | -42% | 5.7k | 231.85 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $1.3M | 21k | 61.53 | ||
| Cree (CREE) | 0.0 | $1.3M | 12k | 108.17 | ||
| Smucker J M Com New (SJM) | 0.0 | $1.3M | 10k | 126.53 | ||
| Honeywell International (HON) | 0.0 | $1.3M | +2% | 5.8k | 217.15 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $1.2M | -4% | 3.1k | 397.84 | |
| American Express Company (AXP) | 0.0 | $1.2M | 8.5k | 141.49 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $1.2M | 5.6k | 206.64 | ||
| Philip Morris International (PM) | 0.0 | $1.1M | 13k | 88.70 | ||
| West Pharmaceutical Services (WST) | 0.0 | $1.1M | 3.9k | 281.80 | ||
| Varian Medical Systems | 0.0 | $1.1M | 6.2k | 176.49 | ||
| TETRA Technologies (TTI) | 0.0 | $1.1M | -10% | 451k | 2.40 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.1M | 7.2k | 147.01 | ||
| Altria (MO) | 0.0 | $1.1M | +96% | 21k | 51.17 | |
| Clean Energy Fuels (CLNE) | 0.0 | $1.0M | 75k | 13.73 | ||
| Utah Medical Products (UTMD) | 0.0 | $1.0M | +8% | 12k | 86.58 | |
| Bristol Myers Squibb (BMY) | 0.0 | $1.0M | 16k | 63.14 | ||
| Royal Dutch Shell Spons Adr A (RDS.A) | 0.0 | $1.0M | -16% | 26k | 39.21 | |
| Templeton Global Income Fund (GIM) | 0.0 | $911k | -6% | 172k | 5.31 | |
| Kellogg Company (K) | 0.0 | $826k | -5% | 13k | 63.32 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $818k | 7.0k | 116.69 | ||
| V.F. Corporation (VFC) | 0.0 | $804k | -8% | 10k | 79.96 | |
| Zoetis Cl A (ZTS) | 0.0 | $777k | 4.9k | 157.48 | ||
| Cummins (CMI) | 0.0 | $751k | 2.9k | 258.97 | ||
| Lululemon Athletica (LULU) | 0.0 | $741k | 2.4k | 306.71 | ||
| Limoneira Company (LMNR) | 0.0 | $733k | 42k | 17.51 | ||
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $701k | -3% | 2.7k | 260.11 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $699k | 13k | 53.26 | ||
| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $684k | 46k | 14.87 | ||
| Profire Energy (PFIE) | 0.0 | $667k | +41% | 606k | 1.10 | |
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $663k | -18% | 31k | 21.60 | |
| International Business Machines (IBM) | 0.0 | $657k | -34% | 4.9k | 133.18 | |
| NVR (NVR) | 0.0 | $655k | -16% | 139.00 | 4712.23 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $654k | 7.4k | 88.74 | ||
| UnitedHealth (UNH) | 0.0 | $642k | 1.7k | 372.17 | ||
| Hannon Armstrong (HASI) | 0.0 | $634k | 11k | 56.11 | ||
| Texas Instruments Incorporated (TXN) | 0.0 | $616k | 3.3k | 189.13 | ||
| Kroger (KR) | 0.0 | $612k | 17k | 36.00 | ||
| Target Corporation (TGT) | 0.0 | $607k | +6% | 3.1k | 198.11 | |
| Edison International (EIX) | 0.0 | $606k | 10k | 58.64 | ||
| Carrier Global Corporation (CARR) | 0.0 | $596k | 14k | 42.21 | ||
| NVIDIA Corporation (NVDA) | 0.0 | $594k | 1.1k | 533.69 | ||
| Post Holdings Inc Common (POST) | 0.0 | $576k | 5.4k | 105.77 | ||
| American Electric Power Company (AEP) | 0.0 | $575k | 6.8k | 84.67 | ||
| Quest Diagnostics Incorporated (DGX) | 0.0 | $570k | -33% | 4.4k | 128.32 | |
| Air Products & Chemicals (APD) | 0.0 | $567k | 2.0k | 281.53 | ||
| ConocoPhillips (COP) | 0.0 | $560k | -2% | 11k | 52.94 | |
| CSX Corporation (CSX) | 0.0 | $543k | -18% | 5.6k | 96.48 | |
| Tesla Motors (TSLA) | 0.0 | $541k | -5% | 810.00 | 667.90 | |
| Brown Forman Corp Cl A (BF.A) | 0.0 | $539k | -2% | 8.5k | 63.62 | |
| CenterPoint Energy (CNP) | 0.0 | $508k | -17% | 23k | 22.63 | |
| Westport Fuel Systems Com New (WPRT) | 0.0 | $503k | 70k | 7.19 | ||
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $501k | 2.8k | 179.70 | ||
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $498k | 3.8k | 132.80 | ||
| Allison Transmission Hldngs I (ALSN) | 0.0 | $494k | NEW | 12k | 40.81 | |
| Public Storage (PSA) | 0.0 | $493k | 2.0k | 246.75 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $492k | +101% | 3.5k | 141.58 | |
| Glaxosmithkline Sponsored Adr (GSK) | 0.0 | $488k | 14k | 35.71 | ||
| Dana Holding Corporation (DAN) | 0.0 | $487k | 20k | 24.35 | ||
| Otis Worldwide Corp (OTIS) | 0.0 | $483k | 7.1k | 68.42 | ||
| Minerals Technologies (MTX) | 0.0 | $482k | 6.4k | 75.31 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $480k | -6% | 4.4k | 108.52 | |
| Chubb (CB) | 0.0 | $478k | 3.0k | 157.86 | ||
| Netflix (NFLX) | 0.0 | $468k | +3% | 897.00 | 521.74 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $464k | 2.1k | 218.05 | ||
| State Street Corporation (STT) | 0.0 | $463k | 5.5k | 84.00 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $451k | 2.0k | 226.75 | ||
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $446k | 1.4k | 308.01 | ||
| Royal Dutch Shell Spon Adr B (RDS.B) | 0.0 | $438k | -31% | 12k | 36.85 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $438k | 4.3k | 101.98 | ||
| Cerence (CRNC) | 0.0 | $414k | 4.6k | 89.51 | ||
| Northrop Grumman Corporation (NOC) | 0.0 | $413k | 1.3k | 323.67 | ||
| Lauder Estee Cos Cl A (EL) | 0.0 | $409k | 1.4k | 290.90 | ||
| Paccar (PCAR) | 0.0 | $403k | 4.3k | 92.81 | ||
| Anthem (ANTM) | 0.0 | $402k | -3% | 1.1k | 358.93 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $402k | -21% | 6.9k | 58.59 | |
| Vanguard World Fds Consum Dis Etf (VCR) | 0.0 | $399k | -8% | 1.4k | 295.56 | |
| Oracle Corporation (ORCL) | 0.0 | $387k | 5.5k | 70.24 | ||
| Ishares Tr National Mun Etf (MUB) | 0.0 | $383k | 3.3k | 115.96 | ||
| Illinois Tool Works (ITW) | 0.0 | $379k | -4% | 1.7k | 221.51 | |
| Discovery Com Ser C (DISCK) | 0.0 | $374k | -43% | 10k | 36.90 | |
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $372k | 4.8k | 77.02 | ||
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $371k | 601.00 | 617.30 | ||
| Atmos Energy Corporation (ATO) | 0.0 | $368k | 3.7k | 98.79 | ||
| Applied Materials (AMAT) | 0.0 | $363k | -2% | 2.7k | 133.60 | |
| Norfolk Southern (NSC) | 0.0 | $352k | -3% | 1.3k | 268.29 | |
| Church & Dwight (CHD) | 0.0 | $351k | 4.0k | 87.42 | ||
| Total Se Sponsored Ads (TTE) | 0.0 | $350k | NEW | 7.5k | 46.49 | |
| Shyft Group (SHYF) | 0.0 | $350k | 9.4k | 37.23 | ||
| Linde SHS (LIN) | 0.0 | $346k | -2% | 1.2k | 280.16 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $341k | -10% | 718.00 | 474.93 | |
| Corning Incorporated (GLW) | 0.0 | $337k | 7.7k | 43.54 | ||
| S&p Global (SPGI) | 0.0 | $328k | 930.00 | 352.69 | ||
| Ishares Tr Nasdaq Biotech (IBB) | 0.0 | $327k | +4% | 2.2k | 150.76 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $323k | 3.0k | 107.67 | ||
| Williams Companies (WMB) | 0.0 | $320k | -14% | 14k | 23.67 | |
| General Mills (GIS) | 0.0 | $318k | -2% | 5.2k | 61.38 | |
| Smith & Nephew Spdn Adr New (SNN) | 0.0 | $315k | 8.3k | 37.92 | ||
| Mission Produce (AVO) | 0.0 | $314k | NEW | 17k | 19.03 | |
| Lowe's Companies (LOW) | 0.0 | $306k | -35% | 1.6k | 189.94 | |
| Dominion Resources (D) | 0.0 | $302k | +2% | 4.0k | 75.99 | |
| Invesco Actively Managed Etf Emgring Mkts50 (ADRE) | 0.0 | $288k | 5.1k | 56.25 | ||
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $287k | NEW | 4.4k | 65.23 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $278k | 5.2k | 53.98 | ||
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $276k | -12% | 10k | 26.58 | |
| Fortune Brands (FBHS) | 0.0 | $273k | 2.9k | 95.79 | ||
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $267k | 4.6k | 58.04 | ||
| Schlumberger (SLB) | 0.0 | $266k | 9.8k | 27.14 | ||
| Novocure Ord Shs (NVCR) | 0.0 | $264k | 2.0k | 132.00 | ||
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $259k | +3% | 1.5k | 168.07 | |
| Diageo Spon Adr New (DEO) | 0.0 | $249k | 1.5k | 164.25 | ||
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $246k | 10k | 24.60 | ||
| Cigna Corp (CI) | 0.0 | $242k | -11% | 1.0k | 241.76 | |
| Biogen Idec (BIIB) | 0.0 | $241k | 863.00 | 279.26 | ||
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $241k | 2.2k | 112.09 | ||
| Ishares Msci Taiwan Etf (EWT) | 0.0 | $240k | NEW | 4.0k | 60.00 | |
| Grupo Aeropuerto Del Pacific Spon Adr B (PAC) | 0.0 | $231k | -12% | 2.2k | 105.19 | |
| First Tr Exchange-traded Ssi Strg Etf (FCVT) | 0.0 | $226k | 4.5k | 50.22 | ||
| Frp Holdings (FRPH) | 0.0 | $218k | 4.4k | 49.30 | ||
| Humana (HUM) | 0.0 | $218k | 521.00 | 418.43 | ||
| Hanesbrands (HBI) | 0.0 | $216k | 11k | 19.64 | ||
| Ida (IDA) | 0.0 | $214k | -5% | 2.1k | 99.77 | |
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $212k | 3.6k | 59.33 | ||
| Barrick Gold Corp (GOLD) | 0.0 | $211k | -2% | 11k | 19.83 | |
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $208k | NEW | 3.5k | 59.43 | |
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $207k | 1.0k | 207.00 | ||
| Hubbell (HUBB) | 0.0 | $206k | NEW | 1.1k | 187.27 | |
| Macerich Company (MAC) | 0.0 | $203k | -33% | 17k | 11.67 | |
| General Dynamics Corporation (GD) | 0.0 | $201k | NEW | 1.1k | 181.74 | |
| Dorchester Minerals Com Unit (DMLP) | 0.0 | $199k | 15k | 13.63 | ||
| Viatris (VTRS) | 0.0 | $152k | -14% | 11k | 13.94 | |
| Stereotaxis Com New (STXS) | 0.0 | $101k | +26% | 15k | 6.73 | |
| Aberdeen Asia-Pacific Income Fund (FAX) | 0.0 | $78k | 19k | 4.12 | ||
| San Juan Basin Rty Tr Unit Ben Int (SJT) | 0.0 | $75k | 19k | 3.95 | ||
| Lantronix Com New (LTRX) | 0.0 | $64k | NEW | 14k | 4.57 | |
| Helix Energy Solutions (HLX) | 0.0 | $50k | 10k | 5.00 | ||
| Conformis (CFMS) | 0.0 | $38k | 38k | 1.00 | ||
| Casi Pharmaceuticalsinc Com Stk (CASI) | 0.0 | $24k | 10k | 2.40 | ||
Past Filings by Everett Harris & Co
SEC 13F filings are viewable for Everett Harris & Co going back to 2010
- 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
- Everett Harris & Co 2018 Q3 filed Nov. 14, 2018
- Everett Harris & Co 2018 Q2 filed July 27, 2018
- Everett Harris & Co 2018 Q1 filed April 20, 2018
- Everett Harris & Co 2017 Q4 restated filed Feb. 1, 2018
- Everett Harris & Co 2017 Q4 filed Jan. 30, 2018
- Everett Harris & Co 2017 Q3 filed Oct. 11, 2017