Hazlett, Burt & Watson, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $226 Million distributed in 8840 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14M, Invesco Qqq Trust, Series 1 with a value of $11.1M, Schwab Strategic Tr Us Dividen with a value of $10.3M, Microsoft Corp with a value of $6.96M, and Amazon Com Inc with a value of $6.62M.
Examining the 13F form we can see an increase of $8.57M in the current position value, from $217M to 226M.
Also it can be appreciated an additional of 74 stocks purchases and 1 closed positions.
Below you can find more details about Hazlett, Burt & Watson, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$226 Million
ETFs: $84.8 Million
Technology: $38.9 Million
Financial Services: $19.8 Million
Industrials: $18.5 Million
Consumer Defensive: $14.8 Million
Healthcare: $13.6 Million
Consumer Cyclical: $11.3 Million
Energy: $8.42 Million
Other: $12.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions