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CIK: 0000046392
Total reported value
$376.7K
$376.7K
767 檔
12982.4%
The Q4 2024 SEC filing reveals that Hazlett, Burt & Watson, Inc. held a total portfolio value of $376.7K, covering 767 public equity positions.
In Q4 2024, Hazlett, Burt & Watson, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 107 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 767 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.19% | -0.20% | +6.99% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.89% | +0.38% | +3.10% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.55% | -0.09% | +200.86% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.08% | -0.25% | +2.96% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.93% | -0.08% | +8.83% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 1.67% | -0.66% | +2.65% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 1.57% | -0.11% | +0.79% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | -0.09% | +23.02% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.27% | -0.12% | -0.13% | |
| 10 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.24% | -0.34% | +0.19% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.22% | -0.16% | +0.24% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.21% | -0.08% | +3.98% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.20% | -0.14% | -0.95% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.16% | -0.12% | -1.60% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | -0.07% | -2.36% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.10% | +0.03% | +2.75% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.08% | +0.10% | +0.08% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.08% | -0.09% | +1.84% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.98% | -0.03% | -0.39% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 0.95% | -0.09% | — | |
| 21 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.87% | -0.04% | -6.01% | |
| 22 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.85% | -0.19% | +0.34% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 0.84% | — | — | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.14% | +5.36% | |
| 25 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.79% | -0.11% | -1.03% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.05% | +1.02% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | -0.04% | +9.59% | |
| 28 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.74% | -0.05% | +12.59% | |
| 29 | PAVE | Global X US Infrastructure | ETF-Other | 0.74% | — | +6.14% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | +0.04% | -1.48% | |
| 31 | SDHY | Pgim Shrt Durat Hi Yld | Stock-Other | 0.73% | -0.12% | +193.09% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.07% | +11.20% | |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.70% | -0.07% | -10.23% | |
| 34 | DHR | Danaher CORP | Stock-Healthcare | 0.67% | -0.06% | +0.09% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.66% | -0.09% | -3.58% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.62% | -0.07% | +0.40% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.61% | +0.07% | +81.58% | |
| 38 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.61% | -0.06% | +12.52% | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.58% | -0.03% | -2.01% | |
| 40 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.57% | +0.04% | +18.56% | |
| 41 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.57% | -0.11% | +45.44% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.57% | -0.01% | +8.44% | |
| 43 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.56% | -0.10% | +14.52% | |
| 44 | GD | General Dynamics CORP | Stock-Industrials | 0.56% | -0.06% | +0.13% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.56% | +0.32% | +9.49% | |
| 46 | ALL | Allstate CORP | Stock-Financials | 0.55% | -0.01% | — | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.12% | +2.74% | |
| 48 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.49% | -0.04% | +63.80% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.49% | — | -0.25% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | +0.18% | +29.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.6% | +6.99% | Add |
| 2 | AMZN | Amazon.com Inc | +0.6% | +8.83% | Add |
| 3 | SDHY | Pgim Shrt Durat Hi Yld | +0.5% | +193.09% | Add |
| 4 | NVDA | Nvidia CORP | +0.4% | +23.02% | Add |
| 5 | AVGO | Broadcom Inc | +0.3% | +2.75% | Add |
| 6 | IVE | Ishares S&p 500 Value ETF | +0.3% | +81.58% | Add |
| 7 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +3.10% | Add |
| 9 | BUFF | Innovator Laddered Allocatio | +0.2% | +63.80% | Add |
| 10 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 11 | NFLX | Netflix Inc | +0.2% | +36.13% | Add |
| 12 | V | Visa Inc-class A Shares | +0.1% | +9.59% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +11.20% | Add |
| 14 | TLH | Ishares 10-20 Year Treasury | +0.1% | +45.44% | Add |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +82.72% | Add |
| 16 | KBWB | Invesco Kbw Bank ETF | +0.1% | +18.56% | Add |
| 17 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +29.87% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.02% | Add |
| 19 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | +50.15% | Add |
| 20 | ISRG | Intuitive Surgical Inc | +0.1% | +87.02% | Add |
| 21 | IAU | Ishares Gold Trust | +0.1% | +4121.18% | Add |
| 22 | RPG | Invesco S&p 500 Pure Growth | +0.1% | +128.67% | Add |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | -2.36% | Trim |
| 24 | SCHG | Schwab US Large-cap Growth | +0.1% | +438.19% | Add |
| 25 | FISV | Fiserv Inc | +0.1% | +62.82% | Add |
| 26 | CRM | Salesforce Inc | +0.1% | -1.63% | Trim |
| 27 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +22.02% | Add |
| 28 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +1700.00% | Add |
| 29 | MA | Mastercard Inc - A | +0.1% | +0.79% | Add |
| 30 | PPA | Invesco Aerospace & Defense | +0.1% | +12.52% | Add |
| 31 | GS | Goldman Sachs Group Inc | +0.1% | +19.35% | Add |
| 32 | DFSEUR | Discover Financial Services | +0.1% | — | Unchanged |
| 33 | PNC | Pnc Financial Services Group | +0.1% | +10.35% | Add |
| 34 | ASML | ASML Holding N.V. | +0.1% | +44.54% | Add |
| 35 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +164.37% | Add |
| 36 | XMLV | Invesco S&p Midcap Low Volat | +0.1% | +192.40% | Add |
| 37 | APTV | Aptiv PLC | +0.1% | NEW | New buy |
| 38 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | NEW | New buy |
| 39 | COST | Costco Wholesale CORP | 0% | +5.36% | Add |
| 40 | FLQM | Franklin U.s. Mid Cap Multif | 0% | +14.52% | Add |
| 41 | EMR | Emerson Electric Co | 0% | -2.01% | Trim |
| 42 | EXE | Expand Energy CORP | 0% | — | Unchanged |
| 43 | KMI | Kinder Morgan, Inc. | 0% | — | Unchanged |
| 44 | SPHQ | Invesco S&p 500 Quality ETF | 0% | +21.07% | Add |
| 45 | SCHV | Schwab US Large-cap Value | 0% | +395.12% | Add |
| 46 | PSA | Public Storage | 0% | +2710.00% | Add |
| 47 | PLTR | Palantir Technologies Inc-a | 0% | +327.27% | Add |
| 48 | IGM | Ishares Expanded Tech Sector | 0% | +4.04% | Add |
| 49 | DIS | Walt Disney Co/the | 0% | -0.23% | Trim |
| 50 | AGG | Ishares Core U.s. Aggregate | 0% | +53.86% | Add |
According to official SEC Form 13F filings, Hazlett, Burt & Watson, Inc. reported a total U.S. public equity portfolio value of $376.7K across 767 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, QQQ, SCHD) accounted for 12982.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $542.0K
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $500.0K
During Q4 2024, Hazlett, Burt & Watson, Inc.'s top holdings by market value included AAPL (6.2%)、QQQ (4.9%)、SCHD (4.5%). The largest single position, AAPL, represented 6.2% of total portfolio value.
In Q4 2024, Hazlett, Burt & Watson, Inc. made 176 total portfolio adjustments, initiating 10 new buys, adding to 107 positions, trimming 50 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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