Everett Harris & CO New Holdings in Q1 2025

Everett Harris & CO

  • $7.74 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
847K
New
$890.62 - $1076.86 $755M - $912M
847K $801M
ACN
Accenture PLC

Technology
372K
New
$300.91 - $398.25 $112M - $148M
372K $116M
ENZL
Ishares Tr Msci New Zealand Et

ETFs
1M
New
$41.75 - $46.05 $41.8M - $46.1M
1M $42.1M
VZ
Verizon Communications Inc

Communication Services
576K
New
$37.81 - $46.49 $21.8M - $26.8M
576K $26.1M
MA
Mastercard Inc

Financial Services
45.9K
New
$504.67 - $576.31 $23.2M - $26.5M
45.9K $25.2M
MRK
Merck & Co., Inc.

Healthcare
211K
New
$83.01 - $101.02 $17.5M - $21.3M
211K $18.9M
XOM
Exxon Mobil Corp

Energy
143K
New
$105.44 - $118.93 $15.1M - $17M
143K $17M
META
Meta Platforms, Inc.

Communication Services
13.9K
New
$576.36 - $736.67 $8.04M - $10.3M
13.9K $8.04M
D
Dominion Energy, Inc

Utilities
125K
New
$52.85 - $57.43 $6.6M - $7.17M
125K $7M
JPM
Jpmorgan Chase & CO

Financial Services
26.4K
New
$225.19 - $279.95 $5.94M - $7.39M
26.4K $6.48M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
64.9K
New
$93.57 - $120.35 $6.07M - $7.81M
64.9K $6.21M
MDT
Medtronic PLC

Healthcare
52.9K
New
$79.84 - $94.5 $4.22M - $5M
52.9K $4.76M
KMI
Kinder Morgan, Inc.

Energy
156K
New
$26.1 - $31.22 $4.08M - $4.88M
156K $4.46M
NVDA
Nvidia Corp

Technology
38.6K
New
$106.98 - $149.43 $4.13M - $5.76M
38.6K $4.18M
VVV
Valvoline Inc

Energy
117K
New
$34.44 - $40.19 $4.02M - $4.69M
117K $4.06M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
34K
New
$98.98 - $113.18 $3.36M - $3.84M
34K $3.84M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.68K
New
$551.42 - $612.93 $3.68M - $4.09M
6.68K $3.74M
ISRG
Intuitive Surgical Inc

Healthcare
5.13K
New
$476.63 - $610.45 $2.45M - $3.13M
5.13K $2.54M
EWS
Ishares Inc Msci Singapore ETF

ETFs
99K
New
$21.65 - $24.17 $2.14M - $2.39M
99K $2.35M
ENB
Enbridge Inc

Energy
39.7K
New
$41.54 - $45.45 $1.65M - $1.8M
39.7K $1.76M
CAH
Cardinal Health Inc

Healthcare
12.3K
New
$118.02 - $137.77 $1.45M - $1.69M
12.3K $1.69M
UNH
Unitedhealth Group Inc

Healthcare
2.65K
New
$461.52 - $548.18 $1.22M - $1.45M
2.65K $1.39M
VSAT
Viasat Inc

Technology
131K
New
$7.51 - $11.81 $980K - $1.54M
131K $1.36M
KMTUY
Komatsu LTD Adr New

Industrials
40.7K
New
$26.36 - $31.59 $1.07M - $1.28M
40.7K $1.18M
SMMNY
Siemens Healthineers Ag Adr(Ge

Healthcare
43.3K
New
$25.97 - $30.17 $1.12M - $1.31M
43.3K $1.16M
FDX
Fedex Corp

Industrials
4.62K
New
$230.33 - $281.53 $1.06M - $1.3M
4.62K $1.13M
MO
Altria Group, Inc.

Consumer Defensive
17.3K
New
$50.81 - $60.02 $879K - $1.04M
17.3K $1.04M
DBSDY
Dbs Group Holdings LTD Sp Adr

Financial Services
7.5K
New
$127.2 - $139.7 $954K - $1.05M
7.5K $1.03M
T
At&T Inc.

Communication Services
34.9K
New
$21.56 - $28.28 $752K - $986K
34.9K $986K
XLK
Technology Sector Spdr

ETFs
4.64K
New
$206.38 - $242.18 $958K - $1.12M
4.64K $958K
MMM
3 M CO

Industrials
6.31K
New
$129.7 - $155.12 $818K - $978K
6.31K $925K
HST
Host Hotels & Resorts, Inc.

Real Estate
63.8K
New
$14.21 - $17.45 $907K - $1.11M
63.8K $906K
COP
Conocophillips

Energy
8.44K
New
$88.6 - $105.85 $748K - $893K
8.44K $886K
OTCM
Otc Markets Group Inc.

Financial Services
18K
New
$46.7 - $53.99 $840K - $972K
18K $853K
NFLX
Netflix Inc

Communication Services
875
New
$828.4 - $1058.6 $725K - $926K
875 $815K
WM
Waste Management Inc

Industrials
3.35K
New
$200.54 - $233.78 $672K - $784K
3.35K $776K
BWEL
Boswell Co. J.G.
1.43K
New
$504.0 - $570.0 $721K - $815K
1.43K $720K
XLV
Select Sector Spdr Fund Health

ETFs
4.88K
New
$137.61 - $149.68 $671K - $730K
4.88K $711K
SPGI
S&P Global Inc.

Financial Services
1.4K
New
$478.26 - $543.77 $668K - $760K
1.4K $709K
XLE
Energy Sector Spdr

ETFs
7.18K
New
$85.7 - $93.96 $615K - $675K
7.18K $670K
LVS
Las Vegas Sands Corp

Consumer Cyclical
17K
New
$38.18 - $50.93 $650K - $867K
17K $657K
ACGBY
Agricultural Bank Of China Uns
41K
New
$13.32 - $16.32 $546K - $669K
41K $619K
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
4.81K
New
$96.69 - $129.67 $465K - $623K
4.81K $555K
AMP
Ameriprise Financial Inc

Financial Services
1.03K
New
$472.29 - $575.13 $487K - $593K
1.03K $499K
PSA
Public Storage

Real Estate
1.49K
New
$288.99 - $313.98 $431K - $468K
1.49K $446K
RHHBY
Roche Hldg LTD Spons Adr

Healthcare
10.8K
New
$34.94 - $44.24 $378K - $478K
10.8K $444K
OGN
Organon & Co.

Healthcare
28.3K
New
$14.29 - $16.41 $404K - $464K
28.3K $421K
FBAK
First National Bank Alaska

Financial Services
1.8K
New
$220.0 - $237.0 $395K - $426K
1.8K $420K
SBGSY
Schneider Electric Se Unsponso

Industrials
9.03K
New
$45.92 - $56.77 $415K - $513K
9.03K $414K
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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