HAZLETT, BURT & WATSON, INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HB HAZLETT, BURT & WATSON, INC. | Institutional Filer | ▲ 2.15% | $320K | 912 |
Current Portfolio Holdings
Showing all 912 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 64K | $16K | 5.11% |
| 2 | QQQ | Invesco QQQ Trust | — | 25K | $14K | 4.50% |
| 3 | NVDA | NVIDIA Corporation | Technology | 58K | $10K | 3.15% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 41K | $9K | 2.68% |
| 5 | MSFT | Microsoft Corporation | Technology | 21K | $8K | 2.39% |
| 6 | XOM | Exxon Mobil Corporation | Energy | 38K | $6K | 2.03% |
| 7 | JNJ | Johnson & Johnson | Healthcare | 18K | $4K | 1.40% |
| 8 | GOOG | Alphabet Inc. | Technology | 15K | $4K | 1.38% |
| 9 | LMT | Lockheed Martin Corporation | Industrials | 7K | $4K | 1.23% |
| 10 | AVGO | Broadcom Inc. | Technology | 12K | $4K | 1.15% |
| 11 | PNC | The PNC Financial Services Group, Inc. | Financial Services | 17K | $4K | 1.14% |
| 12 | MA | Mastercard Incorporated | Financial Services | 7K | $3K | 1.06% |
| 13 | IVE | ISHARES TR | — | 16K | $3K | 1.06% |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 7K | $3K | 1.03% |
| 15 | VIG | VANGUARD SPECIALIZED FUNDS | — | 15K | $3K | 1.01% |
Showing 1 to 15 of 912 holdings