Everett Harris & CO Incresed Positions in Q3 2025

Everett Harris & CO

  • $8 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
806
+ 1.22%
$433.97 - $484.08 $350K - $390K
67K $32.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
396
+ 1.58%
$567.77 - $614.76 $225K - $243K
25.4K $15.6M
TMO
Thermo Fisher Scientific Inc.

Healthcare
76
+ 0.49%
$404.94 - $499.99 $30.8K - $38K
15.5K $7.53M
NVDA
Nvidia Corp

Technology
934
+ 2.48%
$153.3 - $186.58 $143K - $174K
38.6K $7.2M
MRK
Merck & Co., Inc.

Healthcare
1.59K
+ 0.72%
$77.6 - $87.37 $123K - $139K
221K $18.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
54
+ 0.25%
$546.99 - $602.2 $29.5K - $32.5K
21.5K $12.9M
SCHW
Schwab Charles Corp

Financial Services
1.47K
+ 0.7%
$91.03 - $98.69 $134K - $145K
212K $20.3M
SHEL
Shell PLC

Energy
6.61K
+ 1.86%
$69.82 - $73.93 $462K - $489K
362K $25.9M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
565
+ 0.58%
$17.7 - $27.7 $10K - $15.7K
98.1K $2.66M
INTC
Intel Corp

Technology
300
+ 0.6%
$19.31 - $35.5 $5.79K - $10.7K
50.4K $1.69M
AVGO
Broadcom Inc.

Technology
801
+ 27.46%
$264.74 - $369.57 $212K - $296K
3.72K $1.23M
CAT
Caterpillar Inc

Industrials
115
+ 2.93%
$390.92 - $477.15 $45K - $54.9K
4.04K $1.93M
GE
General Electric CO

Industrials
37
+ 0.44%
$244.75 - $305.63 $9.06K - $11.3K
8.37K $2.52M
PFE
Pfizer Inc

Healthcare
1.15K
+ 0.43%
$23.29 - $25.88 $26.7K - $29.7K
268K $6.84M
TSLA
Tesla, Inc.

Consumer Cyclical
77
+ 3.0%
$293.94 - $444.72 $22.6K - $34.2K
2.65K $1.18M
SPY
Spdr S&P 500 ETF Trust

ETFs
37
+ 0.58%
$617.65 - $666.84 $22.9K - $24.7K
6.44K $4.29M
ALEX
Alexander & Baldwin, Inc.

Real Estate
7.9K
+ 3.58%
$17.48 - $19.44 $138K - $153K
229K $4.16M
USFR
Wisdomtree Floating Rate Treas

ETFs
4K
+ 17.62%
$50.23 - $50.48 $201K - $202K
26.7K $1.34M
HST
Host Hotels & Resorts, Inc.

Real Estate
3.14K
+ 3.71%
$15.27 - $17.68 $48K - $55.6K
87.8K $1.49M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1K
+ 3.46%
$28.92 - $32.19 $28.9K - $32.2K
29.9K $955K
WFC
Wells Fargo & Company

Financial Services
60
+ 0.23%
$77.05 - $85.16 $4.62K - $5.11K
26K $2.18M
RSP
Invesco S&P 500 Equal Weight E

ETFs
160
+ 3.29%
$181.56 - $190.33 $29K - $30.5K
5.02K $952K
LEVI
Levi Strauss & CO

Consumer Cyclical
250
+ 1.92%
$18.87 - $23.3 $4.72K - $5.83K
13.3K $309K
KMTUY
Komatsu LTD Adr New

Industrials
125
+ 0.31%
$31.91 - $36.93 $3.99K - $4.62K
40.9K $1.41M
BA
Boeing CO

Industrials
165
+ 3.25%
$209.79 - $237.38 $34.6K - $39.2K
5.24K $1.13M
EPD
Enterprise Products Partners L.P.

Energy
750
+ 0.9%
$30.74 - $32.14 $23.1K - $24.1K
83.9K $2.62M
SCHV
Schwab Strategic Tr Us Large C

ETFs
200
+ 0.78%
$27.61 - $29.15 $5.52K - $5.83K
26K $756K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
67
+ 2.23%
$108.46 - $120.63 $7.27K - $8.08K
3.07K $364K
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.01%
$56.02 - $60.3 $56 - $60.3
11.5K $688K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
75
+ 0.22%
$11.64 - $15.79 $873 - $1.18K
34.4K $504K
IFF
International Flavors & Fragrances Inc

Basic Materials
4.01K
+ 21.35%
$60.3 - $77.46 $242K - $310K
22.8K $1.4M
T
At&T Inc.

Communication Services
1.58K
+ 4.15%
$26.94 - $29.62 $42.5K - $46.8K
39.7K $1.12M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1
+ 0.02%
$75.26 - $80.19 $75.3 - $80.2
4.69K $374K
Fidelity Wise Origin Bitcoin F
156
+ 2.3%
N/A
6.94K $0
CGO.TO
Cogeco Inc.

Communication Services
920
+ 0.81%
N/A
114K $0
Yieldmax Mstr Option Income St
174
+ 1.65%
N/A
10.7K $0
Linde PLC
40
+ 1.65%
N/A
2.46K $0
Ge Vernova
9
+ 0.48%
N/A
1.89K $0
PSI.TO
Pason Systems Inc.

Energy
17.2K
+ 3.2%
N/A
556K $0
Lam Research Corporation
14
+ 0.24%
N/A
5.91K $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
6
+ 0.42%
$196.15 - $217.83 $1.18K - $1.31K
1.42K $286K
CRM
Salesforce, Inc.

Technology
10
+ 0.87%
$231.66 - $273.65 $2.32K - $2.74K
1.17K $276K
IBM
International Business Machines Corp

Technology
16
+ 0.23%
$234.77 - $292.47 $3.76K - $4.68K
6.97K $1.97M
VVV
Valvoline Inc

Energy
2.43K
+ 2.07%
$35.02 - $40.67 $84.9K - $98.6K
119K $4.29M
PM
Philip Morris International Inc.

Consumer Defensive
226
+ 1.51%
$157.77 - $183.27 $35.7K - $41.4K
15.2K $2.46M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
3.85K
+ 3.93%
$25.09 - $33.65 $96.7K - $130K
102K $2.63M
HSIC
Henry Schein Inc

Healthcare
2.87K
+ 1.82%
$64.83 - $74.67 $186K - $214K
161K $10.7M
Activity Summary
Buys All Purchases 56 New Holdings 8 Increased Positions 48 Sells All Sells 131 Reductions 131 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Everett Harris & CO Portfolio

Follow Everett Harris & CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Everett Harris & CO , based on Form 13F filings with the SEC.

News

Stay updated on Everett Harris & CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email