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 46.29% of Everett Harris & Co's stock portfolio.
- Added to shares of these 10 stocks: TSM, EMR, DMLP, HNI, HSIC, J, WDFC, CMCSA, CVX, BAX.
- Started 7 new stock positions in WDFC, HNI, Linde, TIP, ST, GEHC, FTEC.
- Reduced shares in these 10 stocks: AAPL (-$8.8M), JNJ (-$6.3M), , PGR (-$5.3M), MSFT, HD, AMZN, CL, GOOG, COST.
- Sold out of its positions in ALL, GOLD, CI, CP, CHK, ITEQ, MUB, SJT, VSCO, Linde.
- Everett Harris & Co was a net seller of stock by $-43M.
- Everett Harris & Co has $6.2B in assets under management (AUM), dropping by 6.06%.
- Central Index Key (CIK): 0001009254
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Portfolio Holdings for Everett Harris & Co
Everett Harris & Co holds 252 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 12.4 | $762M | 4.6M | 164.90 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 10.8 | $664M | 1.4k | 465600.00 |
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| Novo-nordisk A S Adr (NVO) | 8.5 | $527M | 3.3M | 159.14 |
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| Microsoft Corporation (MSFT) | 7.5 | $462M | 1.6M | 288.30 |
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| Costco Wholesale Corporation (COST) | 7.1 | $440M | 886k | 496.87 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.6 | $225M | 2.2M | 104.00 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.6 | $219M | 710k | 308.77 |
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| Vanguard World Fds Health Car Etf (VHT) | 2.9 | $179M | 751k | 238.46 |
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| Abbott Laboratories (ABT) | 2.6 | $158M | 1.6M | 101.26 |
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| Nike CL B (NKE) | 2.2 | $133M | 1.1M | 122.64 |
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| Walt Disney Company (DIS) | 2.0 | $125M | 1.2M | 100.13 |
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| Johnson & Johnson (JNJ) | 2.0 | $123M | -4% | 791k | 155.00 |
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| Starbucks Corporation (SBUX) | 1.9 | $119M | 1.1M | 104.13 |
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| Becton, Dickinson and (BDX) | 1.9 | $118M | 477k | 247.54 |
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| McDonald's Corporation (MCD) | 1.8 | $113M | 404k | 279.61 |
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| Amazon (AMZN) | 1.8 | $109M | -2% | 1.1M | 103.29 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.7 | $107M | 376k | 285.81 |
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| TJX Companies (TJX) | 1.4 | $88M | 1.1M | 78.36 |
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| Abbvie (ABBV) | 1.4 | $88M | 552k | 159.37 |
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| Unilever Spon Adr New (UL) | 1.4 | $87M | 1.7M | 51.93 |
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| Chevron Corporation (CVX) | 1.4 | $87M | 532k | 163.16 |
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| Bank of America Corporation (BAC) | 1.3 | $79M | 2.8M | 28.60 |
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| Pepsi (PEP) | 1.2 | $75M | 409k | 182.30 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $66M | 636k | 103.73 |
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| Colgate-Palmolive Company (CL) | 1.0 | $65M | -3% | 861k | 75.15 |
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| FactSet Research Systems (FDS) | 1.0 | $61M | 146k | 415.09 |
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| Comcast Corp Cl A (CMCSA) | 1.0 | $59M | 1.6M | 37.91 |
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| American Water Works (AWK) | 0.8 | $48M | 326k | 146.49 |
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| Wal-Mart Stores (WMT) | 0.7 | $45M | 302k | 147.45 |
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| Progressive Corporation (PGR) | 0.7 | $41M | -11% | 284k | 143.06 |
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| Expeditors International of Washington (EXPD) | 0.6 | $37M | 339k | 110.12 |
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| Home Depot (HD) | 0.6 | $36M | -7% | 122k | 295.12 |
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| Baxter International (BAX) | 0.5 | $31M | +2% | 754k | 40.56 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $27M | 58k | 472.73 |
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| Becton Dickinson & Co 6% Dp Conv Pfd B (BDXB) | 0.4 | $27M | -2% | 544k | 49.72 |
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| Verizon Communications (VZ) | 0.4 | $22M | 567k | 38.89 |
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| United Parcel Service CL B (UPS) | 0.3 | $21M | 106k | 193.99 |
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| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.3 | $20M | -2% | 17k | 1157.00 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.3 | $19M | 288k | 66.73 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $19M | 52k | 363.41 |
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| Merck & Co (MRK) | 0.3 | $18M | 167k | 106.39 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $17M | +2% | 328k | 52.38 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $16M | +3% | 144k | 109.66 |
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| Edwards Lifesciences (EW) | 0.2 | $14M | -7% | 173k | 82.73 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $14M | -2% | 56k | 249.44 |
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| Ecolab (ECL) | 0.2 | $12M | 75k | 165.53 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $11M | 233k | 48.79 |
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| Union Pacific Corporation (UNP) | 0.2 | $10M | +2% | 51k | 201.26 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $9.2M | -10% | 120k | 76.23 |
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| Nextera Energy (NEE) | 0.1 | $9.0M | 116k | 77.08 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $8.9M | -4% | 116k | 76.49 |
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| CVS Caremark Corporation (CVS) | 0.1 | $8.5M | 115k | 74.31 |
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| Procter & Gamble Company (PG) | 0.1 | $8.5M | 57k | 148.69 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $8.0M | +3% | 82k | 97.93 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $8.0M | -6% | 21k | 376.07 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $7.8M | 14k | 576.37 |
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| Industrias Bachoco Sab Spon Adr B (IBA) | 0.1 | $7.7M | -17% | 116k | 66.25 |
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| Coca-Cola Company (KO) | 0.1 | $7.7M | 123k | 62.03 |
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| Oneok (OKE) | 0.1 | $7.6M | 120k | 63.54 |
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| Zimmer Holdings (ZBH) | 0.1 | $7.2M | -6% | 56k | 129.20 |
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| Simon Property (SPG) | 0.1 | $5.8M | 52k | 111.97 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $5.7M | +114% | 61k | 93.02 |
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| Paypal Holdings (PYPL) | 0.1 | $5.6M | 73k | 75.94 |
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| SYSCO Corporation (SYY) | 0.1 | $5.2M | -16% | 68k | 77.23 |
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| Amgen (AMGN) | 0.1 | $5.2M | 22k | 241.75 |
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| Jacobs Engineering Group (J) | 0.1 | $5.1M | +27% | 43k | 117.51 |
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| Qualcomm (QCOM) | 0.1 | $5.0M | 39k | 127.58 |
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| Pfizer (PFE) | 0.1 | $4.6M | 114k | 40.80 |
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| Yum! Brands (YUM) | 0.1 | $4.6M | 35k | 132.08 |
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| Kinder Morgan (KMI) | 0.1 | $4.5M | 256k | 17.51 |
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| Emerson Electric (EMR) | 0.1 | $4.3M | +115% | 50k | 87.14 |
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| Rogers Communications CL B (RCI) | 0.1 | $3.9M | -2% | 84k | 46.36 |
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| Medtronic SHS (MDT) | 0.1 | $3.9M | -4% | 48k | 80.62 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $3.8M | -2% | 36k | 105.50 |
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| Allison Transmission Hldngs I (ALSN) | 0.1 | $3.8M | -2% | 83k | 45.24 |
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| Visa Com Cl A (V) | 0.1 | $3.7M | 16k | 225.46 |
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| Henry Schein (HSIC) | 0.1 | $3.2M | +74% | 39k | 81.54 |
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| Eli Lilly & Co. (LLY) | 0.0 | $3.0M | 8.7k | 343.42 |
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| Csw Industrials (CSWI) | 0.0 | $3.0M | 21k | 138.93 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $2.9M | -2% | 31k | 92.00 |
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| Danaher Corporation (DHR) | 0.0 | $2.8M | 11k | 252.04 |
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| Meta Platforms Cl A (META) | 0.0 | $2.7M | -9% | 13k | 211.94 |
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| Dorchester Minerals Com Unit (DMLP) | 0.0 | $2.6M | +476% | 87k | 30.29 |
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| Us Bancorp Del Com New (USB) | 0.0 | $2.6M | -4% | 72k | 36.05 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $2.5M | 6.2k | 409.38 |
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| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $2.5M | 11k | 229.42 |
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| Enbridge (ENB) | 0.0 | $2.3M | 61k | 38.15 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $2.3M | 18k | 130.31 |
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| Automatic Data Processing (ADP) | 0.0 | $2.2M | 10k | 222.63 |
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| BlackRock (BLK) | 0.0 | $2.2M | 3.3k | 669.12 |
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| Enterprise Products Partners (EPD) | 0.0 | $2.1M | 83k | 25.90 |
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| Jpmorgan Chase & Co Alerian Ml Etn (AMJ) | 0.0 | $2.1M | +10% | 96k | 22.19 |
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| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $2.1M | 1.8k | 1176.25 |
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| Intel Corporation (INTC) | 0.0 | $2.1M | 65k | 32.67 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $2.0M | 49k | 40.40 |
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| Organon & Co Common Stock (OGN) | 0.0 | $1.9M | +2% | 81k | 23.52 |
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| Ishares Tr U.s. Utilits Etf (IDU) | 0.0 | $1.9M | -8% | 22k | 83.71 |
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| Valvoline Inc Common (VVV) | 0.0 | $1.8M | +7% | 53k | 34.94 |
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| Dominion Resources (D) | 0.0 | $1.8M | +2% | 32k | 55.91 |
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| Stryker Corporation (SYK) | 0.0 | $1.8M | 6.3k | 285.47 |
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| Shell Spon Ads (SHEL) | 0.0 | $1.8M | +36% | 31k | 57.54 |
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| Profire Energy (PFIE) | 0.0 | $1.7M | +4% | 1.4M | 1.24 |
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| Alliant Energy Corporation (LNT) | 0.0 | $1.7M | -3% | 32k | 53.40 |
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| Cardinal Health (CAH) | 0.0 | $1.7M | 22k | 75.50 |
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| Yum China Holdings (YUMC) | 0.0 | $1.6M | -7% | 26k | 63.39 |
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| American Express Company (AXP) | 0.0 | $1.6M | +3% | 9.8k | 164.95 |
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| HNI Corporation (HNI) | 0.0 | $1.6M | NEW | 58k | 27.84 |
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| Cisco Systems (CSCO) | 0.0 | $1.6M | 30k | 52.27 |
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| Phillips 66 (PSX) | 0.0 | $1.5M | 15k | 101.38 |
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| Tc Energy Corp (TRP) | 0.0 | $1.5M | 38k | 38.91 |
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| Honeywell International (HON) | 0.0 | $1.5M | 7.7k | 191.12 |
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| Bath & Body Works In (BBWI) | 0.0 | $1.5M | +30% | 40k | 36.58 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $1.4M | +3% | 5.6k | 255.47 |
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| FedEx Corporation (FDX) | 0.0 | $1.4M | -11% | 6.2k | 228.49 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $1.4M | 11k | 134.22 |
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| TETRA Technologies (TTI) | 0.0 | $1.3M | +4% | 504k | 2.65 |
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| West Pharmaceutical Services (WST) | 0.0 | $1.3M | -2% | 3.8k | 346.47 |
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| Utah Medical Products (UTMD) | 0.0 | $1.3M | 14k | 94.77 |
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| Bank of Hawaii Corporation (BOH) | 0.0 | $1.3M | 25k | 52.08 |
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| International Flavors & Fragrances (IFF) | 0.0 | $1.3M | +9% | 14k | 91.96 |
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| Boeing Company (BA) | 0.0 | $1.2M | 5.9k | 212.43 |
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| Deere & Company (DE) | 0.0 | $1.2M | +2% | 3.0k | 412.88 |
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| Philip Morris International (PM) | 0.0 | $1.2M | -4% | 12k | 97.25 |
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| Bristol Myers Squibb (BMY) | 0.0 | $1.2M | 17k | 69.31 |
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| Wells Fargo & Company (WFC) | 0.0 | $1.2M | 31k | 37.38 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $1.1M | 5.6k | 204.10 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $1.1M | -2% | 7.2k | 154.01 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $1.1M | 2.6k | 411.08 |
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| 3M Company (MMM) | 0.0 | $1.1M | -7% | 10k | 105.11 |
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| WD-40 Company (WDFC) | 0.0 | $1.1M | NEW | 6.0k | 178.05 |
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| Paccar (PCAR) | 0.0 | $1.1M | +34% | 14k | 73.20 |
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| NVIDIA Corporation (NVDA) | 0.0 | $1.0M | +2% | 3.7k | 277.74 |
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| General Electric Com New (GE) | 0.0 | $996k | -12% | 10k | 95.60 |
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| Snap-on Incorporated (SNA) | 0.0 | $988k | -33% | 4.0k | 246.89 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $978k | -8% | 33k | 30.13 |
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| UnitedHealth (UNH) | 0.0 | $967k | +9% | 2.0k | 472.59 |
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| eBay (EBAY) | 0.0 | $939k | 21k | 44.37 |
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| At&t (T) | 0.0 | $891k | -4% | 46k | 19.25 |
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| ConocoPhillips (COP) | 0.0 | $851k | 8.6k | 99.21 |
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| Zoetis Cl A (ZTS) | 0.0 | $850k | 5.1k | 166.44 |
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| Kroger (KR) | 0.0 | $839k | 17k | 49.37 |
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| Lululemon Athletica (LULU) | 0.0 | $834k | 2.3k | 364.19 |
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| Kellogg Company (K) | 0.0 | $823k | 12k | 66.96 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $819k | 24k | 33.77 |
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| Caterpillar (CAT) | 0.0 | $813k | +4% | 3.6k | 228.84 |
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| Wolfspeed (WOLF) | 0.0 | $779k | 12k | 64.95 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $778k | 4.2k | 186.01 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $760k | 19k | 39.46 |
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| Edison International (EIX) | 0.0 | $730k | 10k | 70.59 |
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| Altria (MO) | 0.0 | $708k | 16k | 44.62 |
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| General Mills (GIS) | 0.0 | $673k | 7.9k | 85.46 |
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| Federal Agric Mtg Corp CL C (AGM) | 0.0 | $672k | 5.0k | 133.19 |
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| Cummins (CMI) | 0.0 | $657k | 2.8k | 238.88 |
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| Host Hotels & Resorts (HST) | 0.0 | $657k | -21% | 40k | 16.49 |
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| Walgreen Boots Alliance (WBA) | 0.0 | $651k | -16% | 19k | 34.58 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $631k | 4.9k | 129.46 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $629k | 2.6k | 244.33 |
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| Target Corporation (TGT) | 0.0 | $628k | -2% | 3.8k | 165.63 |
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| Tesla Motors (TSLA) | 0.0 | $607k | +52% | 2.9k | 207.46 |
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| Illinois Tool Works (ITW) | 0.0 | $599k | 2.5k | 243.45 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $593k | 3.9k | 151.01 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $590k | -7% | 39k | 15.10 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $579k | +4% | 4.0k | 144.62 |
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| Limoneira Company (LMNR) | 0.0 | $573k | -9% | 34k | 16.66 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $569k | 8.2k | 69.72 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $561k | 1.2k | 461.72 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $558k | 12k | 45.17 |
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| Brown Forman Corp Cl A (BF.A) | 0.0 | $548k | 8.4k | 65.19 |
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| Oracle Corporation (ORCL) | 0.0 | $545k | +3% | 5.9k | 92.92 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $532k | 2.1k | 250.16 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $532k | -13% | 6.4k | 82.83 |
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| Air Products & Chemicals (APD) | 0.0 | $520k | 1.8k | 287.21 |
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| Templeton Global Income Fund (GIM) | 0.0 | $514k | -2% | 117k | 4.40 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $507k | 46k | 11.01 |
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| International Business Machines (IBM) | 0.0 | $497k | +13% | 3.8k | 131.09 |
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| Chubb (CB) | 0.0 | $490k | 2.5k | 194.18 |
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| Fresenius Med Care Ag&co Kga Sponsored Adr (FMS) | 0.0 | $480k | -29% | 23k | 21.26 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $477k | 7.6k | 62.43 |
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| CSX Corporation (CSX) | 0.0 | $463k | 16k | 29.94 |
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| Grupo Aeropuerto Del Pacific Spon Adr B (PAC) | 0.0 | $463k | 2.4k | 195.11 |
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| Atmos Energy Corporation (ATO) | 0.0 | $441k | 3.9k | 112.36 |
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| Anthem (ELV) | 0.0 | $431k | 938.00 | 459.81 |
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| Public Storage (PSA) | 0.0 | $421k | -22% | 1.4k | 302.14 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $414k | +20% | 2.2k | 191.31 |
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| American Electric Power Company (AEP) | 0.0 | $413k | -30% | 4.5k | 90.99 |
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| Williams Companies (WMB) | 0.0 | $402k | 14k | 29.86 |
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| Carrier Global Corporation (CARR) | 0.0 | $396k | -4% | 8.7k | 45.75 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $396k | 4.7k | 83.36 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $388k | 7.1k | 54.36 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $379k | 5.8k | 65.58 |
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| Ishares Tr Global Energ Etf (IXC) | 0.0 | $378k | 10k | 37.76 |
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| GSK Sponsored Adr (GSK) | 0.0 | $362k | -5% | 10k | 35.58 |
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| Ishares Msci Singpor Etf (EWS) | 0.0 | $360k | 18k | 19.85 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $356k | -5% | 4.2k | 84.40 |
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| Post Holdings Inc Common (POST) | 0.0 | $351k | -29% | 3.9k | 89.87 |
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| Lowe's Companies (LOW) | 0.0 | $350k | 1.8k | 199.97 |
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| Linde SHS | 0.0 | $350k | NEW | 984.00 | 355.44 |
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| Corning Incorporated (GLW) | 0.0 | $342k | 9.7k | 35.28 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $338k | 3.5k | 96.70 |
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| Applied Materials (AMAT) | 0.0 | $338k | +5% | 2.8k | 122.83 |
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| Netflix (NFLX) | 0.0 | $333k | 963.00 | 345.48 |
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| Chicago Atlantic Real Estate Fin (REFI) | 0.0 | $331k | 25k | 13.51 |
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| Ameriprise Financial (AMP) | 0.0 | $329k | 1.1k | 306.50 |
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| Clean Energy Fuels (CLNE) | 0.0 | $327k | 75k | 4.36 |
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| Plug Power Com New (PLUG) | 0.0 | $324k | -18% | 28k | 11.72 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $320k | 4.2k | 76.74 |
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| Embecta Corp Common Stock (EMBC) | 0.0 | $319k | -6% | 11k | 28.12 |
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| Truist Financial Corp equities (TFC) | 0.0 | $319k | 9.4k | 34.10 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $316k | -21% | 5.3k | 59.05 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $314k | 3.0k | 104.68 |
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| Hannon Armstrong (HASI) | 0.0 | $309k | 11k | 28.60 |
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| Jbg Smith Properties (JBGS) | 0.0 | $305k | -7% | 20k | 15.06 |
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| S&p Global (SPGI) | 0.0 | $303k | 880.00 | 344.77 |
|
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| Church & Dwight (CHD) | 0.0 | $303k | 3.4k | 88.41 |
|
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| Dana Holding Corporation (DAN) | 0.0 | $301k | 20k | 15.05 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $300k | +10% | 779.00 | 385.37 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $296k | 9.1k | 32.59 |
|
|
| Daily Journal Corporation (DJCO) | 0.0 | $296k | 1.0k | 284.96 |
|
|
| Gilead Sciences (GILD) | 0.0 | $280k | 3.4k | 82.97 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $280k | 2.2k | 130.00 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $275k | 4.5k | 60.94 |
|
|
| CenterPoint Energy (CNP) | 0.0 | $272k | -35% | 9.2k | 29.46 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $269k | 3.3k | 82.16 |
|
|
| Hubbell (HUBB) | 0.0 | $268k | 1.1k | 243.31 |
|
|
| Norfolk Southern (NSC) | 0.0 | $257k | 1.2k | 212.00 |
|
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| General Dynamics Corporation (GD) | 0.0 | $253k | 1.1k | 228.21 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $253k | 4.0k | 62.45 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $251k | 1.7k | 149.54 |
|
|
| Humana (HUM) | 0.0 | $250k | 515.00 | 485.46 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $250k | -5% | 1.9k | 129.16 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $250k | 7.2k | 34.80 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $248k | 3.6k | 68.00 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $247k | NEW | 2.2k | 110.25 |
|
| Biogen Idec (BIIB) | 0.0 | $240k | 863.00 | 278.03 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $234k | NEW | 2.1k | 113.95 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $230k | NEW | 4.6k | 50.02 |
|
| Waste Management (WM) | 0.0 | $219k | 1.3k | 163.17 |
|
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| Textron (TXT) | 0.0 | $219k | 3.1k | 70.63 |
|
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| Fortune Brands (FBIN) | 0.0 | $217k | 3.7k | 58.73 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $217k | -10% | 1.2k | 178.40 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $217k | NEW | 2.6k | 82.03 |
|
| Ida (IDA) | 0.0 | $215k | -7% | 2.0k | 108.33 |
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| Equifax (EFX) | 0.0 | $213k | 1.0k | 202.84 |
|
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| Agilent Technologies Inc C ommon (A) | 0.0 | $210k | 1.5k | 138.34 |
|
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| Marsh & McLennan Companies (MMC) | 0.0 | $205k | 1.2k | 166.55 |
|
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| Mission Produce (AVO) | 0.0 | $183k | 17k | 11.11 |
|
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| Invesco Van Kampen Cal Val Mun Inc Trust (VCV) | 0.0 | $163k | 16k | 10.17 |
|
|
| Ford Motor Company (F) | 0.0 | $127k | 10k | 12.60 |
|
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| Lantronix Com New (LTRX) | 0.0 | $104k | 24k | 4.34 |
|
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| Hanesbrands (HBI) | 0.0 | $59k | 11k | 5.26 |
|
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| Aberdeen Asia-Pacific Income Fund (FAX) | 0.0 | $29k | -42% | 11k | 2.66 |
|
| Stereotaxis Com New (STXS) | 0.0 | $26k | -44% | 13k | 2.04 |
|
Past Filings by Everett Harris & Co
SEC 13F filings are viewable for Everett Harris & Co going back to 2010
- 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
- Everett Harris & Co 2019 Q3 filed Nov. 6, 2019
- Everett Harris & Co 2019 Q2 filed Aug. 13, 2019