Everett Harris & CO Sells in Q1 2025

Everett Harris & CO

  • $7.74 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-42.3K
- 0.97%
$209.68 - $247.1 $8.86M - $10.4M
4.31M $957M
NVO
Novo Nordisk A S

Healthcare
-45.1K
- 0.7%
$69.3 - $90.95 $3.12M - $4.1M
6.41M $445M
GOOG
Alphabet Inc.

Communication Services
-15.6K
- 0.75%
$156.06 - $207.71 $2.43M - $3.24M
2.05M $321M
MSFT
Microsoft Corp

Technology
-5.81K
- 0.38%
$375.39 - $447.2 $2.18M - $2.6M
1.51M $565M
GOOGL
Alphabet Inc.

Communication Services
-4.93K
- 0.85%
$154.33 - $206.19 $761K - $1.02M
575K $89M
DIS
Walt Disney CO

Communication Services
-11K
- 0.9%
$96.87 - $114.0 $1.06M - $1.25M
1.21M $119M
BAC
Bank Of America Corp

Financial Services
-14.3K
- 0.49%
$39.61 - $47.74 $568K - $685K
2.89M $120M
FDS
Factset Research Systems Inc

Financial Services
-1.48K
- 0.99%
$427.5 - $476.51 $632K - $704K
148K $67.5M
WMT
Walmart Inc.

Consumer Defensive
-19.6K
- 2.33%
$84.5 - $105.05 $1.66M - $2.06M
821K $72.1M
UPS
United Parcel Service Inc

Industrials
-15.3K
- 16.05%
$109.66 - $136.26 $1.68M - $2.09M
80.1K $8.81M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-153
- 0.17%
$165.25 - $224.62 $25.3K - $34.4K
88.1K $14.6M
LMT
Lockheed Martin Corp

Industrials
-1.39K
- 2.57%
$423.19 - $506.29 $590K - $706K
52.8K $23.6M
PEP
Pepsico Inc

Consumer Defensive
-3.62K
- 0.87%
$142.64 - $156.42 $516K - $566K
411K $61.7M
CSWI
Csw Industrials, Inc.

Industrials
-690
- 3.8%
$283.77 - $396.86 $196K - $274K
17.5K $5.09M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.9K
- 6.49%
$65.15 - $91.81 $189K - $267K
41.8K $2.73M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-8.15K
- 17.54%
$76.94 - $78.28 $627K - $638K
38.3K $3M
SPG
Simon Property Group Inc

Real Estate
-1.06K
- 2.33%
$159.48 - $187.78 $170K - $200K
44.6K $7.4M
SYY
Sysco Corp

Consumer Defensive
-4.41K
- 7.87%
$70.0 - $77.13 $309K - $340K
51.6K $3.87M
DHR
Danaher Corp

Healthcare
-293
- 2.65%
$201.62 - $250.59 $59.1K - $73.4K
10.8K $2.21M
IEMG
Ishares Inc

ETFs
-5.64K
- 4.48%
N/A
120K $6.45M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-25
- 1.15%
$283.06 - $421.16 $7.08K - $10.5K
2.16K $610K
USB
Us Bancorp \De\

Financial Services
-1.39K
- 5.22%
$40.92 - $50.9 $56.8K - $70.7K
25.2K $1.06M
AXP
American Express CO

Financial Services
-36
- 0.51%
$255.39 - $325.87 $9.19K - $11.7K
7.06K $1.9M
USFR
Wisdomtree Floating Rate Treas

ETFs
-4.1K
- 17.83%
$50.29 - $50.5 $206K - $207K
18.9K $951K
RCI
Rogers Communications Inc

Communication Services
-3.4K
- 13.38%
$26.73 - $31.05 $90.9K - $106K
22K $588K
LMNR
Limoneira CO

Consumer Defensive
-150
- 0.53%
$17.36 - $25.05 $2.6K - $3.76K
27.9K $495K
NEE
Nextera Energy Inc

Utilities
-821
- 0.62%
$66.96 - $76.16 $55K - $62.5K
131K $9.31M
VTI
Vanguard Total Stock Market Et

ETFs
-244
- 3.8%
$271.18 - $303.12 $66.2K - $74K
6.17K $1.7M
HON
Honeywell International Inc

Industrials
-301
- 4.3%
$202.75 - $226.52 $61K - $68.2K
6.7K $1.42M
EIX
Edison International

Utilities
-500
- 9.37%
$50.06 - $80.01 $25K - $40K
4.84K $284K
CAT
Caterpillar Inc

Industrials
-30
- 0.76%
$326.75 - $407.63 $9.8K - $12.2K
3.93K $1.3M
QCOM
Qualcomm Inc

Technology
-652
- 2.0%
$151.94 - $175.86 $99.1K - $115K
31.9K $4.9M
AGM
Federal Agricultural Mortgage Corp

Financial Services
-275
- 5.45%
$182.78 - $209.07 $50.3K - $57.5K
4.77K $894K
IXN
Ishares Global Information Tec

ETFs
-570
- 9.14%
$75.73 - $88.4 $43.2K - $50.4K
5.67K $429K
PSX
Phillips 66

Energy
-2.05K
- 12.32%
$113.93 - $131.55 $234K - $270K
14.6K $1.8M
PCAR
Paccar Inc

Industrials
-112
- 0.95%
$96.91 - $112.51 $10.9K - $12.6K
11.7K $1.14M
IVV
Ishares Core S&P 500 ETF

ETFs
-30
- 1.15%
$554.06 - $615.85 $16.6K - $18.5K
2.58K $1.45M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-821
- 9.35%
$57.21 - $65.8 $47K - $54K
7.96K $464K
AMAT
Applied Materials Inc

Technology
-150
- 5.25%
$145.06 - $195.51 $21.8K - $29.3K
2.71K $393K
AMD
Advanced Micro Devices Inc

Technology
-31
- 1.1%
$96.63 - $129.55 $3K - $4.02K
2.79K $286K
CSX
Csx Corp

Industrials
-450
- 3.24%
$29.11 - $33.67 $13.1K - $15.2K
13.4K $395K
GIS
General Mills Inc

Consumer Defensive
-422
- 7.9%
$57.56 - $65.3 $24.3K - $27.6K
4.92K $294K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.59K
- 7.55%
$42.5 - $46.71 $67.6K - $74.3K
19.5K $882K
BA
Boeing CO

Industrials
-7
- 0.14%
$148.15 - $186.25 $1.04K - $1.3K
5.07K $865K
IWM
Ishares Russell 2000 ETF

ETFs
-30
- 2.72%
$198.1 - $229.79 $5.94K - $6.89K
1.07K $214K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-100
- 0.46%
$21.23 - $23.75 $2.12K - $2.38K
21.7K $467K
FRPH
Frp Holdings, Inc.

Real Estate
-200
- 2.76%
$27.55 - $31.52 $5.51K - $6.3K
7.03K $200K
LNT
Alliant Energy Corp

Utilities
-1.7K
- 8.85%
$56.66 - $66.04 $96.3K - $112K
17.5K $1.13M
ORI
Old Republic International Corp

Financial Services
-719
- 10.7%
$33.46 - $39.22 $24.1K - $28.2K
6K $235K
Activity Summary
Buys All Purchases 143 New Holdings 98 Increased Positions 45 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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