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CIK: 0000046392
Total reported value
$376.7K
$376.7K
816 檔
11939.7%
In Q1 2025, Hazlett, Burt & Watson, Inc.'s U.S. equity holdings reached a combined market value of $376.7K, distributed across 816 disclosed stock positions.
In Q1 2025, Hazlett, Burt & Watson, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 98 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 816 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.46% | -0.20% | -1.98% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.75% | -0.09% | +0.41% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.61% | +0.38% | +1.41% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.79% | -0.25% | -0.05% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.61% | -0.08% | +1.12% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 1.88% | -0.66% | +0.29% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 1.68% | -0.11% | +1.13% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.51% | -0.12% | -0.55% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.40% | -0.16% | -1.88% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | -0.09% | +4.56% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.25% | -0.08% | -0.16% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.21% | -0.14% | -3.23% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.17% | -0.12% | -1.16% | |
| 14 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.17% | -0.34% | +0.75% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | -0.07% | -3.88% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.10% | -0.09% | +2.01% | |
| 17 | SDHY | Pgim Shrt Durat Hi Yld | Stock-Other | 0.99% | -0.12% | +31.18% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.96% | -0.03% | +2.48% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.93% | +0.10% | -2.49% | |
| 20 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.91% | -0.04% | +0.18% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.89% | +0.04% | +2.16% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 0.88% | — | -0.60% | |
| 23 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.88% | -0.19% | +1.10% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.14% | +2.39% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.87% | -0.04% | +1.42% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.83% | +0.03% | +2.38% | |
| 27 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.83% | -0.11% | -0.76% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.79% | -0.09% | -2.49% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | +0.02% | +181.84% | |
| 30 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.77% | -0.05% | +7.54% | |
| 31 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.77% | -0.11% | +28.21% | |
| 32 | PAVE | Global X US Infrastructure | ETF-Other | 0.76% | — | +7.84% | |
| 33 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.71% | -0.06% | +13.34% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.71% | -0.07% | -2.99% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.68% | +0.07% | +10.21% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.67% | -0.07% | -2.48% | |
| 37 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.65% | +0.04% | +17.56% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.05% | +0.04% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.62% | +0.07% | +4.80% | |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.62% | -0.01% | +8.43% | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.61% | -0.06% | — | |
| 42 | ALL | Allstate CORP | Stock-Financials | 0.60% | -0.01% | — | |
| 43 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.59% | -0.10% | +5.45% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.58% | +0.18% | +29.65% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.58% | -0.09% | -12.65% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.12% | +1.74% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.14% | +1.34% | |
| 48 | GD | General Dynamics CORP | Stock-Industrials | 0.56% | -0.06% | -5.05% | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.53% | -0.03% | +2.08% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.52% | +0.32% | +1.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.5% | +181.84% | Add |
| 2 | SDHY | Pgim Shrt Durat Hi Yld | +0.3% | +31.18% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.55% | Trim |
| 4 | XOM | Exxon Mobil CORP | +0.2% | +0.29% | Add |
| 5 | TLH | Ishares 10-20 Year Treasury | +0.2% | +28.21% | Add |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +0.41% | Add |
| 7 | JNJ | Johnson & Johnson | +0.2% | -1.88% | Trim |
| 8 | ABBV | Abbvie Inc | +0.2% | +2.16% | Add |
| 9 | XLK | Ss Technology Select Sector | +0.1% | +116.79% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +54.02% | Add |
| 11 | V | Visa Inc-class A Shares | +0.1% | +1.42% | Add |
| 12 | MA | Mastercard Inc - A | +0.1% | +1.13% | Add |
| 13 | PPA | Invesco Aerospace & Defense | +0.1% | +13.34% | Add |
| 14 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +29.65% | Add |
| 15 | GLD | Spdr Gold Shares | +0.1% | +20.40% | Add |
| 16 | RTX | Rtx CORP | +0.1% | -2.99% | Trim |
| 17 | CVX | Chevron CORP | +0.1% | +1.34% | Add |
| 18 | KBWB | Invesco Kbw Bank ETF | +0.1% | +17.56% | Add |
| 19 | AMGN | Amgen Inc | +0.1% | -0.25% | Trim |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | +39.47% | Add |
| 21 | PLTR | Palantir Technologies Inc-a | +0.1% | +136.00% | Add |
| 22 | KO | Coca-cola Co/the | +0.1% | — | Unchanged |
| 23 | IVE | Ishares S&p 500 Value ETF | +0.1% | +10.21% | Add |
| 24 | COST | Costco Wholesale CORP | +0.1% | +2.39% | Add |
| 25 | URI | United Rentals Inc | +0.1% | NEW | New buy |
| 26 | LLY | Eli Lilly & Co | +0.1% | +1.74% | Add |
| 27 | PM | Philip Morris International | +0.1% | -0.24% | Trim |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | +85.38% | Add |
| 29 | GE | General Electric | +0.1% | +6.16% | Add |
| 30 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +18.57% | Add |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +15.06% | Add |
| 32 | TMUS | T-mobile US Inc | +0.1% | +7.97% | Add |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +33.75% | Add |
| 34 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +8.43% | Add |
| 35 | ALL | Allstate CORP | +0.1% | — | Unchanged |
| 36 | MO | Altria Group Inc | 0% | +1.46% | Add |
| 37 | NFLX | Netflix Inc | 0% | +3.43% | Add |
| 38 | EXE | Expand Energy CORP | 0% | — | Unchanged |
| 39 | BLK | Blackrock Inc | 0% | +20.79% | Add |
| 40 | UBER | Uber Technologies Inc | 0% | +3.20% | Add |
| 41 | MGV | Vanguard Mega Cap Value ETF | 0% | +0.18% | Add |
| 42 | UNP | Union Pacific CORP | 0% | -0.60% | Trim |
| 43 | PG | Procter & Gamble Co/the | 0% | -0.16% | Trim |
| 44 | DXYZ | Destiny Tech100 Inc | 0% | +671.43% | Add |
| 45 | WFC | Wells Fargo & Co | 0% | +27.30% | Add |
| 46 | VST | Vistra CORP | 0% | +1980.00% | Add |
| 47 | INTU | Intuit Inc | 0% | +1733.33% | Add |
| 48 | XLG | Invesco S&p 500 Top 50 ETF | 0% | +57.57% | Add |
| 49 | QCOM | Qualcomm Inc | 0% | +13.43% | Add |
| 50 | GILD | Gilead Sciences Inc | 0% | +0.86% | 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 816 disclosed positions in Q1 2025.
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, SCHD, QQQ) accounted for 11939.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
URI
市值: $142.0K
Top Position Liquidated / Trimmed
ARTNA
前期市值: $32.0K
During Q1 2025, Hazlett, Burt & Watson, Inc.'s top holdings by market value included AAPL (5.5%)、SCHD (4.8%)、QQQ (4.6%). The largest single position, AAPL, represented 5.5% of total portfolio value.
In Q1 2025, Hazlett, Burt & Watson, Inc. made 184 total portfolio adjustments, initiating 10 new buys, adding to 98 positions, trimming 75 holdings, and fully liquidating 1 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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