Hazlett, Burt & Watson, Inc. Reduced Holdings in Q4 2024

Hazlett, Burt & Watson, Inc.

  • $226 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
-98
- 6.84%
$220.26 - $241.44 $21.6K - $23.7K
1.33K $309K
ITB
Ishares Tr

ETFs
-75
- 33.33%
$103.31 - $129.34 $7.75K - $9.7K
150 $16K
UGI
Ugi Corp

Utilities
-922
- 22.45%
$23.24 - $30.37 $21.4K - $28K
3.19K $90K
FOLD
Amicus Therapeutics, Inc.

Healthcare
-1K
- 38.93%
$9.36 - $12.01 $9.36K - $12K
1.57K $15K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-108
- 40.0%
$114.02 - $125.22 $12.3K - $13.5K
162 $18K
PFF
Ishares Trust Ishares Pfd And

ETFs
-333
- 16.49%
$31.23 - $33.51 $10.4K - $11.2K
1.69K $53K
VTV
Vanguard Value ETF

ETFs
-24
- 1.17%
$168.32 - $181.87 $4.04K - $4.36K
2.02K $343K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-221
- 49.89%
$50.53 - $55.55 $11.2K - $12.3K
222 $11K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-1.33K
- 22.62%
$7.83 - $8.16 $10.4K - $10.8K
4.55K $37K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-26
- 0.6%
$45.07 - $47.1 $1.17K - $1.22K
4.32K $195K
LIT
Global X Fds Global X Lithium

ETFs
-194
- 27.71%
$40.78 - $48.97 $7.91K - $9.5K
506 $21K
CHT
Chunghwa Telecom CO LTD

Communication Services
-200
- 44.44%
$37.24 - $39.29 $7.45K - $7.86K
250 $9K
VV
Vanguard Large Cap ETF

ETFs
-62
- 5.25%
$260.27 - $280.65 $16.1K - $17.4K
1.12K $301K
C
Citigroup Inc

Financial Services
-185
- 29.13%
$61.31 - $72.5 $11.3K - $13.4K
450 $31K
QLD
Proshares Ultra Qqq

ETFs
-75
- 42.86%
$97.85 - $120.25 $7.34K - $9.02K
100 $11K
CTVA
Corteva, Inc.

Basic Materials
-105
- 17.13%
$55.21 - $64.13 $5.8K - $6.73K
508 $29K
ELV
Elevance Health, Inc.

Healthcare
-10
- 35.71%
$365.96 - $514.62 $3.66K - $5.15K
18 $7K
VBR
Vanguard Small Cap Value ETF

ETFs
-23
- 1.39%
$197.36 - $217.3 $4.54K - $5K
1.64K $325K
SSO
Proshares Ultra S&P 500

ETFs
-50
- 33.33%
$87.92 - $99.73 $4.4K - $4.99K
100 $9K
MELI
Mercadolibre Inc

Consumer Cyclical
-2
- 66.67%
$1666.0 - $2117.3 $3.33K - $4.23K
1 $2K
LNG
Cheniere Energy, Inc.

Energy
-27
- 32.93%
$181.07 - $225.92 $4.89K - $6.1K
55 $12K
DDM
Proshares Ultra Dow30

ETFs
-25
- 25.0%
$92.63 - $107.31 $2.32K - $2.68K
75 $7K
ACN
Accenture PLC

Technology
-8
- 1.53%
$343.9 - $376.86 $2.75K - $3.01K
515 $182K
VSH
Vishay Intertechnology Inc

Technology
-120
- 37.5%
$15.17 - $19.41 $1.82K - $2.33K
200 $3K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-60
- 56.07%
$47.71 - $49.76 $2.86K - $2.99K
47 $2K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-13
- 61.9%
$209.89 - $233.24 $2.73K - $3.03K
8 $2K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-89
- 4.01%
$12.74 - $14.23 $1.13K - $1.27K
2.13K $28K
INTU
Intuit Inc

Technology
-2
- 25.0%
$602.01 - $706.25 $1.2K - $1.41K
6 $4K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-23
- 5.16%
$49.87 - $52.46 $1.15K - $1.21K
423 $21K
U
Unity Software Inc.

Technology
-24
- 85.71%
$17.34 - $27.72 $416 - $665
4 $0
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
-12
- 1.22%
$31.36 - $32.75 $376 - $393
975 $31K
VB
Vanguard Small Cap ETF

ETFs
-7
- 0.63%
$233.76 - $261.58 $1.64K - $1.83K
1.11K $265K
CRDO
Credo Technology Group Holding LTD

Technology
-50
- 50.0%
$30.16 - $77.25 $1.51K - $3.86K
50 $3K
DXCM
Dexcom Inc

Healthcare
-10
- 7.87%
$65.68 - $81.01 $657 - $810
117 $9K
CTRA
Coterra Energy Inc.

Energy
-29
- 32.58%
$22.71 - $27.63 $659 - $801
60 $3K
GLW
Corning Inc

Technology
-47
- 2.01%
$44.11 - $49.76 $2.07K - $2.34K
2.29K $108K
MRVL
Marvell Technology, Inc.

Technology
-872
- 31.58%
$70.31 - $124.78 $61.3K - $109K
1.89K $208K
VRT
Vertiv Holdings CO

Industrials
-104
- 6.4%
N/A
1.52K $171K
IVV
Ishares Core S&P 500 ETF

ETFs
-1
- 0.13%
$570.51 - $610.59 $571 - $611
755 $446K
CRWD
Crowd Strike Holdings, Inc.

Technology
-53
- 7.96%
$275.15 - $388.2 $14.6K - $20.6K
613 $210K
TSLA
Tesla, Inc.

Consumer Cyclical
-266
- 28.06%
$213.65 - $479.86 $56.8K - $128K
682 $273K
BAC
Bank Of America Corp

Financial Services
-500
- 4.01%
$39.22 - $47.77 $19.6K - $23.9K
12K $527K
CSCO
Cisco Systems, Inc.

Technology
-450
- 4.14%
$52.45 - $60.02 $23.6K - $27K
10.4K $618K
WMT
Walmart Inc.

Consumer Defensive
-188
- 3.08%
$79.1 - $95.7 $14.9K - $18K
5.92K $536K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-7
- 0.25%
$370.24 - $418.94 $2.59K - $2.93K
2.77K $1.11M
DIS
Walt Disney CO

Communication Services
-14
- 0.23%
$92.39 - $117.6 $1.29K - $1.65K
6.01K $668K
EMR
Emerson Electric CO

Industrials
-216
- 2.01%
$108.13 - $134.33 $23.4K - $29K
10.5K $1.31M
CRM
Salesforce, Inc.

Technology
-50
- 1.63%
$270.87 - $367.87 $13.5K - $18.4K
3.02K $1.01M
JPM
Jpmorgan Chase & CO

Financial Services
-263
- 2.36%
$205.18 - $250.29 $54K - $65.8K
10.9K $2.61M
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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