Hazlett, Burt & Watson, Inc. Incresed Positions in Q4 2024

Hazlett, Burt & Watson, Inc.

  • $226 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLRE
Select Sector Spdr Tr Real Est

ETFs
16
+ 20.0%
$40.06 - $45.21 $641 - $723
96 $4K
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
46
+ 3.63%
$18.2 - $19.3 $837 - $888
1.31K $24K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
18
+ 0.73%
$33.7 - $37.69 $607 - $678
2.48K $85K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
1
+ 0.86%
$74.71 - $79.24 $74.7 - $79.2
117 $9K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1
+ 0.9%
$22.39 - $23.45 $22.4 - $23.5
112 $3K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4
+ 2.29%
$36.54 - $37.53 $146 - $150
179 $7K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
1
+ 1.79%
$40.26 - $44.35 $40.3 - $44.4
57 $2K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
10
+ 0.77%
$46.92 - $51.34 $469 - $513
1.31K $62K
PGHY
Invesco ETF Tr Ii Global Short

ETFs
4
+ 1.29%
$19.65 - $20.27 $78.6 - $81.1
314 $6K
SCHA
Schwab Strategic Tr Us Small C

ETFs
148
+ 100.0%
$25.33 - $51.16 $3.75K - $7.57K
296 $8K
Global X Fds
6
+ 2.78%
N/A
222 $5K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
19
+ 0.65%
$24.19 - $24.63 $460 - $468
2.95K $72K
DFIV
Dimensional ETF Tr

ETFs
1
+ 0.71%
$34.86 - $37.97 $34.9 - $38
141 $5K
XLP
Consumer Staples Sector Spdr

ETFs
10
+ 2.22%
N/A
460 $36K
HAL
Halliburton CO

Energy
2
+ 0.48%
$25.77 - $31.99 $51.5 - $64
417 $11K
COP
Conocophillips

Energy
183
+ 5.7%
$95.12 - $114.72 $17.4K - $21K
3.39K $337K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
32
+ 3.55%
$26.63 - $30.23 $852 - $967
933 $25K
VLO
Valero Energy Corp

Energy
1
+ 1.22%
$118.59 - $144.02 $119 - $144
83 $10K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
4
+ 1.99%
$20.68 - $23.73 $82.7 - $94.9
205 $4K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
25
+ 1.47%
$11.42 - $12.5 $286 - $313
1.73K $20K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3
+ 1.05%
$99.2 - $108.47 $298 - $325
289 $29K
OGN
Organon & Co.

Healthcare
3
+ 1.41%
$14.44 - $18.83 $43.3 - $56.5
216 $3K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4
+ 0.72%
$60.13 - $67.31 $241 - $269
556 $35K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
9
+ 0.87%
$50.02 - $51.24 $450 - $461
1.04K $52K
WEC
Wec Energy Group, Inc.

Utilities
1
+ 0.26%
$92.94 - $101.82 $92.9 - $102
380 $36K
SCHX
Schwab Strategic Tr Us Large C

ETFs
369
+ 170.05%
$22.4 - $68.28 $8.27K - $25.2K
586 $13K
IWN
Ishares Russell2000 Val ETF

ETFs
2
+ 0.48%
$162.69 - $181.35 $325 - $363
417 $68K
LYB
Lyondell Basell Industries N.V.

Basic Materials
2
+ 1.54%
$72.97 - $96.75 $146 - $194
132 $10K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2
+ 0.66%
$68.25 - $75.42 $137 - $151
306 $21K
TGT
Target Corp

Consumer Defensive
1
+ 0.92%
$121.59 - $160.69 $122 - $161
110 $15K
DFAI
Dimensional ETF Tr

ETFs
10
+ 0.74%
$29.0 - $31.6 $290 - $316
1.36K $40K
PM
Philip Morris International Inc.

Consumer Defensive
2
+ 0.06%
$118.38 - $133.06 $237 - $266
3.29K $396K
SHEL
Shell PLC

Energy
4
+ 0.4%
$60.63 - $70.23 $243 - $281
1K $62K
TSCO
Tractor Supply CO

Consumer Cyclical
570
+ 401.41%
$52.59 - $303.74 $30K - $173K
712 $38K
VEU
Vanguard Ftse All World Ex Us

ETFs
142
+ 5.97%
$57.29 - $63.1 $8.14K - $8.96K
2.52K $145K
IWS
Ishares Russell Midcap Value E

ETFs
5
+ 0.26%
$128.08 - $140.32 $640 - $702
1.94K $250K
TDIV
First Trust Nasdaq Technology

ETFs
7
+ 0.25%
$78.03 - $82.13 $546 - $575
2.76K $216K
EFG
Msci Eafe Growth ETF

ETFs
121
+ 7.78%
$96.83 - $106.88 $11.7K - $12.9K
1.68K $162K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
9
+ 0.16%
$77.23 - $82.11 $695 - $739
5.59K $433K
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.09%
$87.44 - $102.5 $87.4 - $103
1.1K $100K
NOC
Northrop Grumman Corp

Industrials
42
+ 10.29%
$466.52 - $543.88 $19.6K - $22.8K
450 $212K
ADI
Analog Devices Inc

Technology
1
+ 0.27%
$206.35 - $236.48 $206 - $236
366 $77K
WTRG
Essential Utilities, Inc.

Utilities
13
+ 0.47%
$36.18 - $40.55 $470 - $527
2.78K $101K
PRU
Prudential Financial Inc

Financial Services
2
+ 0.1%
$114.59 - $129.52 $229 - $259
2.08K $245K
UPS
United Parcel Service Inc

Industrials
6
+ 0.49%
$122.65 - $138.35 $736 - $830
1.22K $155K
EFV
Msci Eafe Value ETF

ETFs
114
+ 3.18%
$51.78 - $57.15 $5.9K - $6.52K
3.7K $196K
ZTS
Zoetis Inc.

Healthcare
1
+ 0.37%
$162.24 - $194.42 $162 - $194
271 $43K
SLB
Schlumberger Limited

Energy
23
+ 0.71%
$36.83 - $45.59 $847 - $1.05K
3.24K $125K
Gsk PLC
1
+ 0.07%
N/A
1.53K $52K
Activity Summary
Buys All Purchases 315 New Holdings 74 Increased Positions 241 Sells All Sells 101 Reductions 100 Sold out 1 Options Calls 0 Puts 0
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