Hazlett, Burt & Watson, Inc. Purchases in Q4 2024

Hazlett, Burt & Watson, Inc.

  • $226 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3
+ 0.42%
$53.94 - $58.15 $162 - $174
722 $41K
Interactive Brokers Group In
1
New
N/A
1 $1K
Alphabet Inc
2
New
N/A
2 $1K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
10
New
$82.28 - $117.52 $823 - $1.18K
10 $1K
HSBC
Hsbc Holdings PLC

Financial Services
2
+ 4.08%
$43.83 - $49.51 $87.7 - $99
51 $3K
EMB
Ishares Tr

ETFs
8
+ 40.0%
$88.94 - $93.46 $712 - $748
28 $3K
Innodata Inc
1
New
N/A
1 $1K
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.04%
$87.25 - $95.52 $87.3 - $95.5
2.25K $199K
ABSI
Absci Corp

Healthcare
300
New
$2.55 - $4.38 $765 - $1.31K
300 $1K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
5
+ 1.25%
$9.95 - $12.23 $49.8 - $61.2
405 $5K
FCX
Freeport Mcmoran Inc

Basic Materials
440
+ 32.69%
$38.08 - $50.82 $16.8K - $22.4K
1.79K $68K
MET
Metlife Inc

Financial Services
28
+ 1.84%
$78.15 - $88.25 $2.19K - $2.47K
1.55K $127K
DFIV
Dimensional ETF Tr

ETFs
1
+ 0.71%
$34.86 - $37.97 $34.9 - $38
141 $5K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
18
+ 0.73%
$33.7 - $37.69 $607 - $678
2.48K $85K
XLRE
Select Sector Spdr Tr Real Est

ETFs
16
+ 20.0%
$40.06 - $45.21 $641 - $723
96 $4K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
166
+ 200.0%
$27.54 - $83.04 $4.57K - $13.8K
249 $7K
SCHA
Schwab Strategic Tr Us Small C

ETFs
148
+ 100.0%
$25.33 - $51.16 $3.75K - $7.57K
296 $8K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
10
+ 0.77%
$46.92 - $51.34 $469 - $513
1.31K $62K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
28
+ 100.0%
$22.63 - $47.53 $634 - $1.33K
56 $1K
ET
Energy Transfer LP

Energy
20
New
$16.05 - $19.86 $321 - $397
20 $0
PGHY
Invesco ETF Tr Ii Global Short

ETFs
4
+ 1.29%
$19.65 - $20.27 $78.6 - $81.1
314 $6K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
19
+ 0.65%
$24.19 - $24.63 $460 - $468
2.95K $72K
SONY
Sony Group Corp

Technology
359
+ 403.37%
$17.53 - $96.8 $6.29K - $34.8K
448 $9K
IEP
Icahn Enterprises L.P.

Industrials
16
New
$8.67 - $15.49 $139 - $248
16 $0
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
1
+ 0.86%
$74.71 - $79.24 $74.7 - $79.2
117 $9K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
0
New
$53.86 - $60.27 $0 - $0
0 $0
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
46
+ 3.63%
$18.2 - $19.3 $837 - $888
1.31K $24K
Hims &Hers Health Inc
1
New
N/A
1 $0
SPH
Suburban Propane Partners LP

Utilities
0
New
$17.0 - $19.85 $0 - $0
0 $0
Global X Fds
6
+ 2.78%
N/A
222 $5K
Pacer Fds Tr
10
New
N/A
10 $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
0
New
$77.86 - $79.27 $0 - $0
0 $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1
+ 0.9%
$22.39 - $23.45 $22.4 - $23.5
112 $3K
AVDV
American Centy ETF Tr Avantis

ETFs
0
New
$63.85 - $70.4 $0 - $0
0 $0
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.18%
$216.13 - $242.4 $216 - $242
557 $122K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4
+ 2.29%
$36.54 - $37.53 $146 - $150
179 $7K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
1
+ 1.79%
$40.26 - $44.35 $40.3 - $44.4
57 $2K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
25
+ 1.47%
$11.42 - $12.5 $286 - $313
1.73K $20K
XLP
Consumer Staples Sector Spdr

ETFs
10
+ 2.22%
N/A
460 $36K
WEC
Wec Energy Group, Inc.

Utilities
1
+ 0.26%
$92.94 - $101.82 $92.9 - $102
380 $36K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4
+ 0.72%
$60.13 - $67.31 $241 - $269
556 $35K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3
+ 1.05%
$99.2 - $108.47 $298 - $325
289 $29K
COP
Conocophillips

Energy
183
+ 5.7%
$95.12 - $114.72 $17.4K - $21K
3.39K $337K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
9
+ 0.87%
$50.02 - $51.24 $450 - $461
1.04K $52K
OGN
Organon & Co.

Healthcare
3
+ 1.41%
$14.44 - $18.83 $43.3 - $56.5
216 $3K
VLO
Valero Energy Corp

Energy
1
+ 1.22%
$118.59 - $144.02 $119 - $144
83 $10K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
4
+ 1.99%
$20.68 - $23.73 $82.7 - $94.9
205 $4K
HAL
Halliburton CO

Energy
2
+ 0.48%
$25.77 - $31.99 $51.5 - $64
417 $11K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
32
+ 3.55%
$26.63 - $30.23 $852 - $967
933 $25K
Activity Summary
Buys All Purchases 315 New Holdings 74 Increased Positions 241 Sells All Sells 101 Reductions 100 Sold out 1 Options Calls 0 Puts 0
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