Hazlett, Burt & Watson, Inc. Reduced Holdings in Q3 2025

Hazlett, Burt & Watson, Inc.

  • $283 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-207K
- 57.11%
$26.38 - $27.95 $5.47M - $5.8M
156K $4.25M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.67K
- 9.34%
$59.29 - $62.87 $158K - $168K
25.9K $1.56M
CRM
Salesforce, Inc.

Technology
-216
- 6.24%
$231.66 - $273.65 $50K - $59.1K
3.25K $768K
MKC
Mccormick & CO Inc

Consumer Defensive
-1.71K
- 40.26%
$64.3 - $77.17 $110K - $132K
2.53K $168K
CL
Colgate Palmolive CO

Consumer Defensive
-452
- 4.7%
$79.36 - $93.33 $35.9K - $42.2K
9.17K $733K
PG
Procter & Gamble CO

Consumer Defensive
-160
- 0.99%
$150.47 - $161.22 $24.1K - $25.8K
15.9K $2.44M
ADBE
Adobe Inc.

Technology
-233
- 24.25%
$333.65 - $392.1 $77.7K - $91.4K
728 $258K
KO
Coca Cola CO

Consumer Defensive
-317
- 1.85%
$65.67 - $71.67 $20.8K - $22.7K
16.8K $1.12M
DIS
Walt Disney CO

Communication Services
-99
- 1.39%
$112.25 - $124.0 $11.1K - $12.3K
7.02K $804K
PPG
Ppg Industries Inc

Basic Materials
-364
- 14.03%
$103.65 - $119.07 $37.7K - $43.3K
2.23K $234K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.24K
- 16.65%
$62.09 - $66.51 $76.7K - $82.1K
6.18K $399K
F
Ford Motor CO

Consumer Cyclical
-6K
- 50.29%
$10.82 - $12.09 $64.9K - $72.5K
5.93K $71K
ABT
Abbott Laboratories

Healthcare
-418
- 59.71%
$120.51 - $136.62 $50.4K - $57.1K
282 $37K
ADP
Automatic Data Processing Inc

Industrials
-93
- 4.84%
$288.69 - $310.94 $26.8K - $28.9K
1.83K $536K
J P Morgan Exchange Traded F
-665
- 80.41%
N/A
162 $12K
UPS
United Parcel Service Inc

Industrials
-259
- 24.67%
$82.58 - $105.54 $21.4K - $27.3K
791 $65K
BALT
Innovator Etfs Tr
-1.18K
- 91.45%
$32.11 - $32.82 $37.8K - $38.6K
110 $4K
CVS
Cvs Health Corp

Healthcare
-495
- 29.43%
$58.75 - $76.5 $29.1K - $37.9K
1.19K $89K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.33K
- 26.49%
$21.69 - $23.34 $28.7K - $30.9K
3.68K $85K
SFLR
Innovator Etfs Tr Equity Manag
-932
- 17.42%
N/A
4.42K $158K
IWM
Ishares Russell 2000 ETF

ETFs
-118
- 26.7%
$214.92 - $244.84 $25.4K - $28.9K
324 $78K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-340
- 10.37%
$55.61 - $57.37 $18.9K - $19.5K
2.94K $168K
MET
Metlife Inc

Financial Services
-238
- 16.64%
$73.82 - $82.37 $17.6K - $19.6K
1.19K $98K
SLF
Sun Life Financial Inc

Financial Services
-220
- 59.46%
$56.54 - $66.41 $12.4K - $14.6K
150 $9K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-170
- 26.73%
$108.46 - $120.63 $18.4K - $20.5K
466 $54K
DLR
Digital Realty Trust, Inc.

Real Estate
-84
- 17.57%
$161.21 - $180.02 $13.5K - $15.1K
394 $68K
IEFA
Ishares Tr

ETFs
-425
- 7.49%
$81.7 - $87.53 $34.7K - $37.2K
5.25K $459K
PFF
Ishares Trust Ishares Pfd And

ETFs
-541
- 31.64%
$30.67 - $32.13 $16.6K - $17.4K
1.17K $37K
TROW
Price T Rowe Group Inc

Financial Services
-260
- 10.4%
$98.67 - $111.52 $25.7K - $29K
2.24K $228K
SBUX
Starbucks Corp

Consumer Cyclical
-99
- 13.11%
$81.9 - $96.86 $8.11K - $9.59K
656 $55K
XLV
Select Sector Spdr Fund Health

ETFs
-203
- 6.74%
$129.01 - $139.72 $26.2K - $28.4K
2.81K $392K
COF
Capital One Financial Corp

Financial Services
-50
- 0.81%
$207.29 - $229.74 $10.4K - $11.5K
6.11K $1.3M
TXN
Texas Instruments Inc

Technology
-10
- 2.95%
N/A
329 $60K
SOFI
So Fi Technologies, Inc.

Financial Services
-1.12K
- 48.87%
$17.64 - $29.81 $19.8K - $33.5K
1.18K $31K
HUBS
Hubspot Inc

Technology
-4
- 3.51%
$420.79 - $560.9 $1.68K - $2.24K
110 $51K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-210
- 66.88%
$50.85 - $51.35 $10.7K - $10.8K
104 $5K
VOD
Vodafone Group Public LTD CO

Communication Services
-1.25K
- 39.57%
$10.67 - $12.06 $13.3K - $15.1K
1.91K $22K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-428
- 22.22%
$24.39 - $24.93 $10.4K - $10.7K
1.5K $37K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-71
- 70.3%
$135.0 - $146.02 $9.59K - $10.4K
30 $4K
EPD
Enterprise Products Partners L.P.

Energy
-313
- 11.33%
$30.74 - $32.14 $9.62K - $10.1K
2.45K $77K
MCD
Mcdonalds Corp

Consumer Cyclical
-55
- 8.09%
$291.67 - $316.99 $16K - $17.4K
625 $190K
GILD
Gilead Sciences, Inc.

Healthcare
-75
- 2.52%
$108.22 - $120.47 $8.12K - $9.04K
2.9K $322K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-181
- 22.97%
$45.6 - $46.92 $8.25K - $8.49K
607 $28K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-80
- 51.61%
$87.29 - $93.61 $6.98K - $7.49K
75 $7K
CPB
Campbell Soup CO

Consumer Defensive
-238
- 68.0%
$30.41 - $34.03 $7.24K - $8.1K
112 $4K
First Tr Exchng Traded Fd Vi
-177
- 82.71%
N/A
37 $2K
Circle Internet Group Inc
-25
- 71.43%
N/A
10 $1K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-75
- 13.51%
$61.86 - $71.34 $4.64K - $5.35K
480 $31K
TECH
Bio Techne Corp

Healthcare
-120
- 35.82%
$49.87 - $58.78 $5.98K - $7.05K
215 $12K
Activity Summary
Buys All Purchases 434 New Holdings 118 Increased Positions 316 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 14 Puts 0
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