Everett Harris & CO Purchases in Q4 2024

Everett Harris & CO

  • $7.85 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FISV
Fiserv Inc

Technology
1.03K
New
N/A
1.03K $129K
SCHG
Schwab Strategic Tr Us Large C

ETFs
21.9K
+ 342.21%
$25.93 - $105.3 $568K - $2.31M
28.3K $788K
T
At&T Inc.

Communication Services
3.62K
+ 11.57%
$21.22 - $23.88 $76.7K - $86.3K
34.9K $794K
ETN
Eaton Corp PLC

Industrials
292
+ 31.36%
$326.96 - $377.52 $95.5K - $110K
1.22K $405K
XLY
Select Sector Spdr Consumer Di

ETFs
225
+ 13.42%
$194.8 - $239.43 $43.8K - $53.9K
1.9K $426K
ORA
Ormat Technologies, Inc.

Utilities
2K
+ 40.0%
$67.12 - $83.84 $134K - $168K
7K $474K
USB
Us Bancorp \De\

Financial Services
719
+ 2.78%
$43.98 - $53.66 $31.6K - $38.6K
26.6K $1.27M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15.6K
+ 252.02%
$22.01 - $66.82 $344K - $1.04M
21.8K $495K
CRM
Salesforce, Inc.

Technology
13
+ 1.15%
$270.87 - $367.87 $3.52K - $4.78K
1.14K $381K
APD
Air Products & Chemicals, Inc.

Basic Materials
315
+ 11.09%
$285.5 - $335.62 $89.9K - $106K
3.16K $915K
BMY
Bristol Myers Squibb CO

Healthcare
31
+ 0.24%
$51.92 - $59.94 $1.61K - $1.86K
12.8K $724K
RNW
Re New Energy Global PLC

Utilities
5K
+ 14.29%
$5.22 - $7.46 $26.1K - $37.3K
40K $273K
TT
Trane Technologies PLC

Industrials
164
+ 27.99%
$369.35 - $419.14 $60.6K - $68.7K
750 $277K
XLE
Energy Sector Spdr

ETFs
685
+ 10.55%
$83.32 - $97.27 $57.1K - $66.6K
7.18K $615K
OXY
Occidental Petroleum Corp

Energy
1.11K
+ 19.87%
$45.36 - $55.91 $50.2K - $61.9K
6.68K $329K
EWS
Ishares Inc Msci Singapore ETF

ETFs
3.07K
+ 3.16%
$21.36 - $23.24 $65.6K - $71.4K
100K $2.19M
D
Dominion Energy, Inc

Utilities
8.9K
+ 7.87%
$52.63 - $60.92 $469K - $542K
122K $6.57M
MO
Altria Group, Inc.

Consumer Defensive
90
+ 0.52%
$49.06 - $57.74 $4.42K - $5.2K
17.3K $903K
SCHV
Schwab Strategic Tr Us Large C

ETFs
17.6K
+ 216.93%
$25.79 - $80.4 $454K - $1.42M
25.7K $671K
ALL
Allstate Corp

Financial Services
19
+ 1.22%
$181.25 - $208.2 $3.44K - $3.96K
1.57K $303K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
221
+ 0.65%
$126.68 - $134.74 $28K - $29.8K
34.3K $4.38M
MPC
Marathon Petroleum Corp

Energy
287
+ 19.59%
$131.65 - $174.84 $37.8K - $50.2K
1.75K $244K
HSIC
Henry Schein Inc

Healthcare
8.02K
+ 5.4%
$66.54 - $77.66 $533K - $622K
157K $10.8M
SPGI
S&P Global Inc.

Financial Services
52
+ 3.87%
$480.36 - $529.17 $25K - $27.5K
1.4K $695K
Fidelity Wise Origin Bitcoin
3
+ 0.03%
N/A
8.98K $0
Ge Vernova Inc
11
+ 0.68%
N/A
1.64K $0
Jacobs Solutions Inc
31.7K
+ 31.04%
N/A
134K $0
Jpmorgan Chase Finl CO LLC
3.1K
+ 2.9%
N/A
110K $0
Labcorp Holdings Inc
1.84K
+ 6.03%
N/A
32.4K $0
Lam Research Corp
5.91K
New
N/A
5.91K $0
TXN
Texas Instruments Inc

Technology
1
+ 0.02%
N/A
4.4K $856K
Blackrock Inc
3.42K
New
N/A
3.42K $0
Fidelity Covington Trust
23.2K
New
N/A
23.2K $0
Brookfield Renewable Corp
12.1K
New
N/A
12.1K $0
Canadian Pacific Kansas City
1.41K
+ 1.77%
N/A
81.1K $0
Linde PLC
772
+ 45.68%
N/A
2.46K $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
58
+ 4.28%
$209.89 - $233.24 $12.2K - $13.5K
1.41K $299K
NSC
Norfolk Southern Corp

Industrials
57
+ 4.77%
$230.6 - $277.0 $13.1K - $15.8K
1.25K $293K
F
Ford Motor CO

Consumer Cyclical
291
+ 2.71%
$9.69 - $11.4 $2.82K - $3.32K
11K $109K
PM
Philip Morris International Inc.

Consumer Defensive
34
+ 0.27%
$118.38 - $133.06 $4.02K - $4.52K
12.7K $1.53M
PEG
Public Service Enterprise Group Inc

Utilities
17
+ 0.42%
$81.87 - $94.51 $1.39K - $1.61K
4.06K $343K
ADBE
Adobe Inc.

Technology
88
+ 9.81%
$437.39 - $552.96 $38.5K - $48.7K
985 $438K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.25K
+ 102.78%
$18.41 - $40.87 $170K - $378K
18.3K $337K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3
+ 0.06%
$63.27 - $70.31 $190 - $211
4.68K $297K
COP
Conocophillips

Energy
116
+ 1.39%
$95.12 - $114.72 $11K - $13.3K
8.44K $836K
WY
Weyerhaeuser CO

Real Estate
4.35K
+ 14.36%
$27.21 - $33.7 $118K - $147K
34.7K $975K
CAT
Caterpillar Inc

Industrials
152
+ 3.99%
$360.37 - $416.88 $54.8K - $63.4K
3.96K $1.44M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
100
+ 0.22%
$77.02 - $78.58 $7.7K - $7.86K
46.5K $3.59M
FSLR
First Solar, Inc.

Technology
200
+ 15.38%
$175.88 - $240.66 $35.2K - $48.1K
1.5K $264K
Activity Summary
Buys All Purchases 135 New Holdings 17 Increased Positions 118 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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