Hazlett, Burt & Watson, Inc. has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $222 Million distributed in 9229 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.2M, Schwab Strategic Tr Us Dividen with a value of $10.6M, Invesco Qqq Trust, Series 1 with a value of $10.2M, Microsoft Corp with a value of $6.21M, and Amazon Com Inc with a value of $5.81M.
Examining the 13F form we can see an decrease of $3.45M in the current position value, from $226M to 222M.
Also it can be appreciated an additional of 95 stocks purchases and 1 closed positions.
Below you can find more details about Hazlett, Burt & Watson, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$222 Million
ETFs: $85 Million
Technology: $34.8 Million
Financial Services: $20.7 Million
Industrials: $18.2 Million
Healthcare: $14.2 Million
Consumer Defensive: $14.1 Million
Consumer Cyclical: $10.4 Million
Energy: $9.37 Million
Other: $12.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
