Everett Harris & CO Incresed Positions in Q3 2024

Everett Harris & CO

  • $8 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
700
+ 0.1%
$405.19 - $478.57 $284K - $335K
689K $317M
MCD
Mcdonalds Corp

Consumer Cyclical
564
+ 0.14%
$245.82 - $304.51 $139K - $172K
402K $122M
ACN
Accenture PLC

Technology
803
+ 0.22%
$295.44 - $355.81 $237K - $286K
372K $132M
NKE
Nike, Inc.

Consumer Cyclical
8.96K
+ 0.85%
$71.09 - $89.44 $637K - $801K
1.06M $93.9M
AWK
American Water Works Company, Inc.

Utilities
2.03K
+ 0.67%
$127.76 - $149.9 $259K - $304K
304K $44.5M
CMCSA
Comcast Corp

Communication Services
9.82K
+ 0.59%
$37.33 - $41.78 $366K - $410K
1.69M $70.5M
HSIC
Henry Schein Inc

Healthcare
19.6K
+ 15.2%
$63.92 - $73.22 $1.25M - $1.44M
149K $10.8M
RTX
Raytheon Technologies Corp

Industrials
3.07K
+ 3.11%
$99.55 - $123.34 $305K - $378K
102K $12.3M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.44K
+ 0.52%
$58.35 - $66.29 $84.3K - $95.7K
280K $18.6M
UNP
Union Pacific Corp

Industrials
5.31K
+ 11.11%
$221.78 - $256.09 $1.18M - $1.36M
53.1K $13.1M
VZ
Verizon Communications Inc

Communication Services
1.17K
+ 0.2%
$38.89 - $45.0 $45.3K - $52.4K
574K $25.8M
PEP
Pepsico Inc

Consumer Defensive
77
+ 0.02%
$161.9 - $179.3 $12.5K - $13.8K
415K $70.5M
NEE
Nextera Energy Inc

Utilities
2K
+ 1.63%
$69.9 - $84.97 $140K - $170K
124K $10.5M
VUG
Vanguard Growth ETF

ETFs
3.03K
+ 5.05%
$341.08 - $391.94 $1.03M - $1.19M
63.1K $24.2M
PFE
Pfizer Inc

Healthcare
38.9K
+ 21.66%
$27.7 - $31.39 $1.08M - $1.22M
218K $6.32M
META
Meta Platforms, Inc.

Communication Services
319
+ 2.32%
$453.41 - $572.44 $145K - $183K
14K $8.04M
TMO
Thermo Fisher Scientific Inc.

Healthcare
56
+ 0.4%
$531.86 - $624.21 $29.8K - $35K
14.1K $8.75M
SPG
Simon Property Group Inc

Real Estate
234
+ 0.48%
$146.09 - $170.11 $34.2K - $39.8K
49K $8.29M
ALEX
Alexander & Baldwin, Inc.

Real Estate
25.1K
+ 15.69%
$16.77 - $19.85 $421K - $499K
185K $3.55M
EWS
Ishares Inc Msci Singapore ETF

ETFs
25.7K
+ 35.9%
$18.52 - $22.4 $476K - $576K
97.3K $2.16M
SHEL
Shell PLC

Energy
29.4K
+ 14.81%
$65.65 - $73.28 $1.93M - $2.16M
228K $15.1M
AMGN
Amgen Inc

Healthcare
1.31K
+ 5.85%
$309.38 - $337.38 $405K - $442K
23.7K $7.63M
MDT
Medtronic PLC

Healthcare
600
+ 1.24%
$76.84 - $91.03 $46.1K - $54.6K
48.8K $4.39M
KMI
Kinder Morgan, Inc.

Energy
4K
+ 2.49%
$19.72 - $22.22 $78.9K - $88.9K
165K $3.64M
ADP
Automatic Data Processing Inc

Industrials
250
+ 3.09%
$233.44 - $279.45 $58.4K - $69.9K
8.35K $2.31M
XOM
Exxon Mobil Corp

Energy
230
+ 0.16%
$109.72 - $119.0 $25.2K - $27.4K
143K $16.8M
JPM
Jpmorgan Chase & CO

Financial Services
600
+ 3.22%
$194.9 - $224.8 $117K - $135K
19.2K $4.06M
CSCO
Cisco Systems, Inc.

Technology
1.86K
+ 5.77%
$44.74 - $53.22 $83.2K - $99K
34.1K $1.81M
BAC
Bank Of America Corp

Financial Services
11.8K
+ 0.41%
$36.65 - $44.13 $432K - $520K
2.91M $115M
EPD
Enterprise Products Partners L.P.

Energy
7.05K
+ 9.54%
$27.88 - $30.0 $197K - $212K
80.9K $2.36M
TSLA
Tesla, Inc.

Consumer Cyclical
200
+ 8.06%
$191.76 - $263.26 $38.4K - $52.7K
2.68K $701K
C
Citigroup Inc

Financial Services
3.52K
+ 17.97%
$56.11 - $67.61 $198K - $238K
23.1K $1.45M
NOC
Northrop Grumman Corp

Industrials
190
+ 17.23%
$423.73 - $533.14 $80.5K - $101K
1.29K $682K
VTI
Vanguard Total Stock Market Et

ETFs
359
+ 5.93%
$255.18 - $283.2 $91.6K - $102K
6.42K $1.82M
PSA
Public Storage

Real Estate
100
+ 7.18%
$283.13 - $365.01 $28.3K - $36.5K
1.49K $542K
MO
Altria Group, Inc.

Consumer Defensive
500
+ 3.0%
$45.95 - $54.71 $23K - $27.4K
17.2K $876K
IVV
Ishares Core S&P 500 ETF

ETFs
54
+ 2.0%
$520.18 - $576.82 $28.1K - $31.1K
2.75K $1.59M
ORA
Ormat Technologies, Inc.

Utilities
1K
+ 25.0%
$69.2 - $78.16 $69.2K - $78.2K
5K $384K
AMD
Advanced Micro Devices Inc

Technology
520
+ 23.24%
$128.67 - $183.96 $66.9K - $95.7K
2.76K $452K
MDLZ
Mondelez International, Inc.

Consumer Defensive
239
+ 2.95%
$64.35 - $75.71 $15.4K - $18.1K
8.33K $613K
VVV
Valvoline Inc

Energy
5.48K
+ 5.06%
$38.64 - $47.6 $212K - $261K
114K $4.76M
GIS
General Mills Inc

Consumer Defensive
400
+ 8.09%
$62.5 - $75.15 $25K - $30.1K
5.34K $394K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
771
+ 9.63%
$57.32 - $62.65 $44.2K - $48.3K
8.78K $547K
ROK
Rockwell Automation, Inc

Industrials
300
+ 23.08%
$248.27 - $294.37 $74.5K - $88.3K
1.6K $429K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3
+ 0.06%
$162.83 - $179.16 $488 - $537
4.7K $842K
OTIS
Otis Worldwide Corp

Industrials
300
+ 6.43%
$91.43 - $104.43 $27.4K - $31.3K
4.97K $516K
TGT
Target Corp

Consumer Defensive
157
+ 3.84%
$133.47 - $159.25 $21K - $25K
4.25K $662K
SCHV
Schwab Strategic Tr Us Large C

ETFs
68
+ 0.84%
$73.43 - $80.37 $4.99K - $5.47K
8.12K $652K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
400
+ 4.65%
$36.98 - $41.55 $14.8K - $16.6K
9K $370K
Activity Summary
Buys All Purchases 82 New Holdings 8 Increased Positions 74 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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