Everett Harris & CO Incresed Positions in Q2 2025

Everett Harris & CO

  • $7.69 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
380
+ 0.18%
$69.06 - $91.24 $26.2K - $34.7K
211K $19.2M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.44K
+ 1.43%
$58.52 - $71.7 $201K - $247K
244K $16.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.01%
$416.06 - $551.64 $832 - $1.1K
21.4K $11.8M
RTX
Raytheon Technologies Corp

Industrials
356
+ 0.3%
$113.75 - $148.48 $40.5K - $52.9K
119K $17.4M
JPM
Jpmorgan Chase & CO

Financial Services
1.43K
+ 5.41%
$210.28 - $289.91 $300K - $414K
27.8K $8.07M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
82.1K
+ 531.43%
$14.87 - $23.57 $1.22M - $1.94M
97.6K $1.81M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
140
+ 0.56%
$456.74 - $568.03 $63.9K - $79.5K
25K $14.2M
LVS
Las Vegas Sands Corp

Consumer Cyclical
28.4K
+ 166.74%
$30.7 - $44.12 $871K - $1.25M
45.4K $1.98M
ECL
Ecolab Inc.

Basic Materials
17
+ 0.02%
$225.65 - $270.95 $3.84K - $4.61K
74.7K $20.1M
TTI
Tetra Technologies Inc

Energy
264K
+ 40.14%
$2.13 - $3.77 $562K - $995K
921K $3.1M
PM
Philip Morris International Inc.

Consumer Defensive
2.25K
+ 17.75%
$149.23 - $184.95 $336K - $417K
14.9K $2.72M
ORCL
Oracle Corp

Technology
37
+ 0.42%
$122.82 - $218.63 $4.54K - $8.09K
8.82K $1.93M
BOH
Bank Of Hawaii Corp

Financial Services
9.42K
+ 46.42%
$60.02 - $70.83 $566K - $667K
29.7K $2.01M
UNP
Union Pacific Corp

Industrials
4.38K
+ 6.51%
$208.27 - $238.46 $911K - $1.04M
71.6K $16.5M
DJCO
Daily Journal Corp

Technology
1.3K
+ 125.12%
$365.66 - $435.19 $475K - $566K
2.34K $987K
PFE
Pfizer Inc

Healthcare
30.5K
+ 12.87%
$21.59 - $24.84 $658K - $757K
267K $6.48M
C
Citigroup Inc

Financial Services
285
+ 0.99%
$58.13 - $85.12 $16.6K - $24.3K
29.2K $2.48M
HST
Host Hotels & Resorts, Inc.

Real Estate
20.8K
+ 32.6%
$12.7 - $16.07 $264K - $334K
84.6K $1.3M
D
Dominion Energy, Inc

Utilities
5.76K
+ 4.62%
$49.66 - $58.0 $286K - $334K
131K $7.38M
VVV
Valvoline Inc

Energy
278
+ 0.24%
$31.48 - $38.2 $8.75K - $10.6K
117K $4.43M
IBM
International Business Machines Corp

Technology
117
+ 1.71%
$221.03 - $294.78 $25.9K - $34.5K
6.96K $2.05M
SPGI
S&P Global Inc.

Financial Services
608
+ 43.52%
$438.31 - $527.29 $266K - $321K
2.01K $1.06M
MO
Altria Group, Inc.

Consumer Defensive
4.43K
+ 25.58%
$55.56 - $60.91 $246K - $270K
21.7K $1.27M
OTCM
Otc Markets Group Inc.

Financial Services
555
+ 3.08%
$45.12 - $57.0 $25K - $31.6K
18.6K $1.06M
SBGSY
Schneider Electric Se Unsponso

Industrials
2.5K
+ 27.69%
$40.53 - $53.96 $101K - $135K
11.5K $615K
USFR
Wisdomtree Floating Rate Treas

ETFs
3.8K
+ 20.11%
$50.28 - $50.47 $191K - $192K
22.7K $1.14M
ETN
Eaton Corp PLC

Industrials
127
+ 8.34%
$246.52 - $356.99 $31.3K - $45.3K
1.65K $589K
KMTUY
Komatsu LTD Adr New

Industrials
125
+ 0.31%
$25.61 - $33.0 $3.2K - $4.13K
40.8K $1.35M
MMM
3 M CO

Industrials
666
+ 10.56%
$126.09 - $154.15 $84K - $103K
6.97K $1.06M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
5.18K
+ 5.57%
$25.21 - $34.03 $131K - $176K
98.1K $2.94M
T
At&T Inc.

Communication Services
3.22K
+ 9.23%
$26.33 - $28.94 $84.8K - $93.2K
38.1K $1.1M
AMD
Advanced Micro Devices Inc

Technology
22
+ 0.79%
$78.21 - $143.81 $1.72K - $3.16K
2.81K $398K
WM
Waste Management Inc

Industrials
484
+ 14.43%
$216.47 - $242.1 $105K - $117K
3.84K $877K
NSC
Norfolk Southern Corp

Industrials
224
+ 17.89%
$206.34 - $257.46 $46.2K - $57.7K
1.48K $377K
PAC
Pacific Airport Group

Industrials
15
+ 0.91%
$175.11 - $238.95 $2.63K - $3.58K
1.67K $383K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
300
+ 0.32%
$77.94 - $79.5 $23.4K - $23.9K
93.1K $7.4M
WMB
Williams Companies, Inc.

Energy
350
+ 2.1%
$54.33 - $62.87 $19K - $22K
17K $1.07M
SMMNY
Siemens Healthineers Ag Adr(Ge

Healthcare
865
+ 2.0%
$23.46 - $27.75 $20.3K - $24K
44.2K $1.22M
RSP
Invesco S&P 500 Equal Weight E

ETFs
20
+ 0.41%
$152.93 - $181.74 $3.06K - $3.63K
4.86K $883K
NGG
National Grid PLC

Utilities
48
+ 1.32%
$62.74 - $74.79 $3.01K - $3.59K
3.68K $273K
UTMD
Utah Medical Products Inc

Healthcare
362
+ 2.11%
$51.75 - $57.36 $18.7K - $20.8K
17.5K $994K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4
+ 0.09%
$62.73 - $78.42 $251 - $314
4.69K $363K
MDLZ
Mondelez International, Inc.

Consumer Defensive
522
+ 6.53%
$63.54 - $68.5 $33.2K - $35.8K
8.51K $574K
GD
General Dynamics Corp

Industrials
13
+ 1.01%
$247.68 - $291.66 $3.22K - $3.79K
1.3K $379K
GIS
General Mills Inc

Consumer Defensive
1.29K
+ 26.22%
$50.37 - $60.97 $65K - $78.7K
6.21K $321K
LOW
Lowes Companies Inc

Consumer Cyclical
199
+ 10.07%
$210.83 - $235.28 $42K - $46.8K
2.18K $482K
BX
Blackstone Inc.

Financial Services
9
+ 0.47%
$120.07 - $151.11 $1.08K - $1.36K
1.94K $289K
BDORY
Banco Do Brasil S A Spon Adr

Financial Services
10K
+ 33.33%
$3.88 - $5.44 $38.8K - $54.4K
40K $165K
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
381
+ 3.52%
$35.9 - $41.95 $13.7K - $16K
11.2K $456K
Activity Summary
Buys All Purchases 91 New Holdings 19 Increased Positions 72 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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