Everett Harris & Co /ca/
CIK Number: 0001009254
Main Sectors:
Top Industries:
Filing Date: May 12, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hatha... | 749349.30 | +0.67% | 1.41K | -0.07% | 1.12B | 127716.59 | 14.41% | Share |
| 2 | AAPL | Apple Inc. | 232.56 | +0.90% | 4.31M | -0.97% | 956.77M | 25.4 | 12.29% | Share |
| 3 | COST | Costco Wholesal... | 944.96 | -0.48% | 847.19K | -0.56% | 801.26M | 89.99 | 10.29% | Share |
| 4 | MSFT | Microsoft Corpo... | 509.64 | +0.57% | 1.51M | -0.38% | 565.11M | 44.45 | 7.26% | Share |
| 5 | NVO | Novo Nordisk A/... | 56.09 | -0.61% | 6.41M | -0.7% | 444.97M | 13.72 | 5.71% | Share |
| 6 | BRK-B | Berkshire Hatha... | 499.93 | +0.85% | 679.5K | -2.31% | 361.89M | 112.52 | 4.65% | Share |
| 7 | GOOG | Alphabet Inc. | 212.37 | +2.00% | 2.05M | -0.75% | 320.69M | 31.88 | 4.12% | Share |
| 8 | ABT | Abbott Laborato... | 131.39 | -0.05% | 1.51M | -0.97% | 200.67M | 35.32 | 2.58% | Share |
| 9 | AMZN | Amazon.com, Inc... | 231.60 | +1.08% | 1.04M | +0.53% | 198.09M | 53.1 | 2.54% | Share |
| 10 | VHT | Vanguard Health... | 253.50 | -0.36% | 744K | -0.52% | 196.96M | 154.03 | 2.53% | Share |
| 11 | TJX | The TJX Compani... | 137.11 | -0.09% | 1.15M | -0.43% | 139.86M | 30.97 | 1.80% | Share |
| 12 | BDX | Becton, Dickins... | 191.30 | -2.1% | 557.75K | -0.58% | 127.76M | 141.03 | 1.64% | Share |
| 13 | MCD | McDonald's Corp... | 312.27 | +0.27% | 403.47K | -0.63% | 126.03M | 112.67 | 1.62% | Share |
| 14 | BAC | Bank of America... | 50.52 | +0.28% | 2.89M | -0.49% | 120.41M | 15.95 | 1.55% | Share |
| 15 | DIS | The Walt Disney... | 117.67 | -0.36% | 1.21M | -0.9% | 119.34M | 65.22 | 1.53% | Share |
| 16 | ACN | Accenture plc | 256.10 | -0.4% | 372.07K | -0.77% | 116.1M | 132.77 | 1.49% | Share |
| 17 | ABBV | AbbVie Inc. | 207.92 | -0.07% | 524.15K | -0.74% | 109.82M | 68.49 | 1.41% | Share |
| 18 | SBUX | Starbucks Corpo... | 88.02 | +0.41% | 1.04M | -0.78% | 102.25M | 66.98 | 1.31% | Share |
| 19 | UL | Unilever PLC | 62.40 | -0.19% | 1.64M | -0.88% | 97.42M | 52.57 | 1.25% | Share |
| 20 | CVX | Chevron Corpora... | 159.34 | +0.06% | 572.24K | -4.41% | 95.73M | 100.39 | 1.23% | Share |
| 21 | GOOGL | Alphabet Inc. | 211.64 | +2.01% | 575.43K | -0.85% | 88.99M | 41.66 | 1.14% | Share |
| 22 | JNJ | Johnson & Johns... | 175.40 | -0.79% | 492.9K | -5.35% | 81.74M | 75.07 | 1.05% | Share |
| 23 | CL | Colgate-Palmoli... | 83.39 | -1.26% | 782.7K | -0.15% | 73.34M | 43.22 | 0.94% | Share |
| 24 | WMT | Walmart Inc. | 96.14 | +0.06% | 821.24K | -2.33% | 72.1M | 23.65 | 0.93% | Share |
| 25 | NKE | NIKE, Inc. | 77.94 | -0.15% | 1.07M | +0.53% | 68.11M | 43.3 | 0.87% | Share |
| 26 | FDS | FactSet Researc... | 375.91 | -1.13% | 148.36K | -0.99% | 67.45M | 183.33 | 0.87% | Share |
| 27 | PEP | PepsiCo, Inc. | 146.98 | -0.45% | 411.17K | -0.87% | 61.65M | 85.82 | 0.79% | Share |
| 28 | CMCSA | Comcast Corpora... | 33.57 | -0.71% | 1.54M | +2.07% | 56.9M | 42.06 | 0.73% | Share |
| 29 | AWK | American Water ... | 142.92 | -1.26% | 307.96K | +0.01% | 45.43M | 40.43 | 0.58% | Share |
| 30 | PGR | The Progressive... | 246.11 | +0.58% | 136.83K | -1.35% | 38.72M | 76.96 | 0.50% | Share |
| 31 | HD | The Home Depot,... | 407.36 | -0.22% | 105.22K | +0.06% | 38.56M | 223.27 | 0.50% | Share |
| 32 | VZ | Verizon Communi... | 43.94 | -0.74% | 575.99K | -1.07% | 26.13M | 50.36 | 0.34% | Share |
| 33 | EXPD | Expeditors Inte... | 121.28 | -0.86% | 216.21K | -1.17% | 26M | 67.68 | 0.33% | Share |
| 34 | SHEL | Shell plc | 73.95 | +0.33% | 353.85K | +14.41% | 25.93M | 65.2 | 0.33% | Share |
| 35 | MA | Mastercard Inco... | 590.46 | -0.03% | 45.94K | -1.49% | 25.18M | 284.31 | 0.32% | Share |
| 36 | VUG | Vanguard Growth... | 463.96 | +0.63% | 66.99K | +0.73% | 24.84M | 217.24 | 0.32% | Share |
| 37 | LMT | Lockheed Martin... | 456.03 | +0.34% | 52.78K | -2.57% | 23.58M | 372.74 | 0.30% | Share |
| 38 | ECL | Ecolab Inc. | 279.00 | -0.49% | 74.69K | -0.03% | 18.94M | 52.63 | 0.24% | Share |
| 39 | MRK | Merck & Co., In... | 83.22 | -1.01% | 210.78K | +5.77% | 18.92M | 77.73 | 0.24% | Share |
| 40 | BAX | Baxter Internat... | 24.41 | -0.51% | 526.38K | -0.86% | 18.02M | 45.17 | 0.23% | Share |
| 41 | J | Jacobs Engineer... | 146.96 | -0.94% | 141.62K | +5.96% | 17.12M | 113.76 | 0.22% | Share |
| 42 | XOM | Exxon Mobil Cor... | 113.37 | +0.55% | 143.27K | -0.86% | 17.04M | 72.63 | 0.22% | Share |
| 43 | SCHW | The Charles Sch... | 97.13 | +0.26% | 210.45K | +0.06% | 16.47M | 47.99 | 0.21% | Share |
| 44 | UNP | Union Pacific C... | 222.35 | +0.63% | 67.22K | +4.27% | 15.88M | 209.05 | 0.20% | Share |
| 45 | RTX | RTX Corporation | 160.68 | +0.53% | 118.83K | +4.85% | 15.74M | 78.88 | 0.20% | Share |
| 46 | BUD | Anheuser-Busch ... | 62.66 | -0.21% | 240.69K | -3.59% | 14.82M | 76.45 | 0.19% | Share |
| 47 | TSM | Taiwan Semicond... | 238.10 | -0.5% | 88.07K | -0.17% | 14.62M | 86.56 | 0.19% | Share |
| 48 | VOO | Vanguard S&P 50... | 596.59 | +0.37% | 24.89K | -14.59% | 12.79M | 376.76 | 0.16% | Share |
| 49 | HSIC | Henry Schein, I... | 69.03 | +0.07% | 160.13K | +2.28% | 10.97M | 76.1 | 0.14% | Share |
| 50 | OKE | ONEOK, Inc. | 75.89 | +1.08% | 107.93K | +0.28% | 10.71M | 50.08 | 0.14% | Share |
| 51 | QQQ | Invesco QQQ Tru... | 577.07 | +0.62% | 21.43K | 0.00% | 10.05M | 409.77 | 0.13% | Share |
| 52 | PG | The Procter & G... | 155.64 | -0.84% | 55.83K | -0.44% | 9.51M | 84.11 | 0.12% | Share |
| 53 | NEE | NextEra Energy,... | 72.06 | -2.48% | 131.33K | -0.62% | 9.31M | 23.69 | 0.12% | Share |
| 54 | UPS | United Parcel S... | 87.24 | -0.71% | 80.12K | -16.05% | 8.81M | 79.45 | 0.11% | Share |
| 55 | META | Meta Platforms,... | 751.11 | +0.50% | 13.95K | -1.03% | 8.04M | 155.41 | 0.10% | Share |
| 56 | KO | The Coca-Cola C... | 68.36 | -0.68% | 109.78K | -0.63% | 7.86M | 36.23 | 0.10% | Share |
| 57 | LH | Labcorp Holding... | 275.14 | -1.49% | 32.54K | +0.58% | 7.57M | 205.57 | 0.10% | Share |
| 58 | LLY | Eli Lilly and C... | 732.20 | -0.27% | 8.97K | -0.17% | 7.41M | 180.15 | 0.10% | Share |
| 59 | SPG | Simon Property ... | 179.41 | +0.70% | 44.55K | -2.33% | 7.4M | 136.09 | 0.10% | Share |
| 60 | VCSH | Vanguard Short-... | 79.83 | -0.04% | 92.78K | +0.67% | 7.32M | 81.34 | 0.09% | Share |
| 61 | TMO | Thermo Fisher S... | 490.19 | +0.42% | 14.71K | +1.40% | 7.32M | 169.39 | 0.09% | Share |
| 62 | AMGN | Amgen Inc. | 285.61 | -0.82% | 23.36K | +1.10% | 7.28M | 152.02 | 0.09% | Share |
| 63 | D | Dominion Energy... | 59.81 | -0.88% | 124.88K | +2.33% | 7M | 56.27 | 0.09% | Share |
| 64 | IEMG | iShares Core MS... | 62.38 | +0.37% | 120.21K | -4.48% | 6.49M | 50.34 | 0.08% | Share |
| 65 | JPM | JPMorgan Chase ... | 300.74 | +0.49% | 26.4K | +0.68% | 6.48M | 129.86 | 0.08% | Share |
| 66 | EW | Edwards Lifesci... | 81.28 | +0.47% | 88.38K | -2.45% | 6.41M | 24.86 | 0.08% | Share |
| 67 | ALSN | Allison Transmi... | 87.72 | -1.66% | 64.87K | -5.81% | 6.21M | 38.43 | 0.08% | Share |
| 68 | PFE | Pfizer Inc. | 24.61 | -1.83% | 236.76K | +5.58% | 6M | 29.22 | 0.08% | Share |
| 69 | CP | Canadian Pacifi... | 76.28 | -0.75% | 81.29K | +0.22% | 5.71M | 80.77 | 0.07% | Share |
| 70 | V | Visa Inc. | 349.84 | -0.15% | 14.79K | -2.05% | 5.18M | 178.13 | 0.07% | Share |
| 71 | CSWI | CSW Industrials... | 305.10 | 0.00% | 17.46K | -3.8% | 5.09M | 42.09 | 0.07% | Share |
| 72 | QCOM | QUALCOMM Incorp... | 160.80 | +0.64% | 31.89K | -2% | 4.9M | 76.28 | 0.06% | Share |
| 73 | YUM | Yum! Brands, In... | 145.50 | +0.11% | 30.5K | 0.00% | 4.8M | 50.47 | 0.06% | Share |
| 74 | MDT | Medtronic plc | 91.98 | -0.08% | 52.92K | +11.05% | 4.76M | 90.12 | 0.06% | Share |
| 75 | KMI | Kinder Morgan, ... | 27.00 | +0.63% | 156.21K | -5.6% | 4.46M | 21.02 | 0.06% | Share |
| 76 | VYM | Vanguard High D... | 139.24 | +0.10% | 33.99K | -1% | 4.38M | 101.47 | 0.06% | Share |
| 77 | EMR | Emerson Electri... | 134.55 | +0.82% | 38.62K | +0.89% | 4.23M | 76.41 | 0.05% | Share |
| 78 | NVDA | NVIDIA Corporat... | 180.17 | -0.79% | 38.57K | -1.21% | 4.18M | 17.53 | 0.05% | Share |
| 79 | ALEX | Alexander & Bal... | 19.34 | -0.15% | 240.34K | +29.80% | 4.14M | 17.13 | 0.05% | Share |
| 80 | VVV | Valvoline Inc. | 39.06 | -1.44% | 116.65K | +0.45% | 4.06M | 33.48 | 0.05% | Share |
| 81 | SYY | Sysco Corporati... | 79.59 | -0.88% | 51.6K | -7.87% | 3.87M | 31.27 | 0.05% | Share |
| 82 | ZBH | Zimmer Biomet H... | 105.02 | -1.66% | 33.95K | -2.32% | 3.84M | 90.82 | 0.05% | Share |
| 83 | BLK | BlackRock, Inc. | 1129.93 | -0.15% | 3.96K | +15.87% | 3.75M | 1014.34 | 0.05% | Share |
| 84 | SPY | SPDR S&P 500 ET... | 648.86 | +0.34% | 6.68K | -4.05% | 3.74M | 323.18 | 0.05% | Share |
| 85 | AMJB | Alerian MLP Ind... | 30.60 | -0.87% | 107.73K | -1.91% | 3.5M | 28.9 | 0.04% | Share |
| 86 | BSV | Vanguard Short-... | 78.92 | -0.02% | 38.3K | -17.54% | 3M | 82.45 | 0.04% | Share |
| 87 | EPD | Enterprise Prod... | 31.95 | +1.03% | 84.77K | -0.03% | 2.89M | 24.66 | 0.04% | Share |
| 88 | BBWI | Bath & Body Wor... | 29.35 | -6.94% | 92.94K | +47.55% | 2.82M | 41.51 | 0.04% | Share |
| 89 | PYPL | PayPal Holdings... | 70.06 | +0.59% | 41.84K | -6.49% | 2.73M | 50.05 | 0.04% | Share |
| 90 | ISRG | Intuitive Surgi... | 473.84 | +0.57% | 5.13K | 0.00% | 2.54M | 163.79 | 0.03% | Share |
| 91 | DMLP | Dorchester Mine... | 24.83 | +1.24% | 83.11K | 0.00% | 2.5M | 28.91 | 0.03% | Share |
| 92 | ADP | Automatic Data ... | 304.10 | +0.33% | 8.07K | 0.00% | 2.46M | 132.86 | 0.03% | Share |
| 93 | EWS | iShares MSCI Si... | 28.01 | +0.43% | 99.04K | -1.34% | 2.35M | 20.04 | 0.03% | Share |
| 94 | NVS | Novartis AG | 126.53 | -0.28% | 20.81K | -1.12% | 2.32M | 84.91 | 0.03% | Share |
| 95 | SYK | Stryker Corpora... | 389.66 | -0.89% | 6.14K | -2.43% | 2.29M | 174.62 | 0.03% | Share |
| 96 | TTI | TETRA Technolog... | 4.75 | +5.43% | 657.38K | +37.80% | 2.21M | 1.75 | 0.03% | Share |
| 97 | DHR | Danaher Corpora... | 205.28 | +0.14% | 10.76K | -2.65% | 2.21M | 92.12 | 0.03% | Share |
| 98 | CSCO | Cisco Systems, ... | 69.43 | +1.45% | 33.74K | -0.42% | 2.08M | 44.45 | 0.03% | Share |
| 99 | ENZL | iShares MSCI Ne... | 44.92 | +0.56% | 1M | +100.00% | 2.07M | 42.08 | 0.03% | Share |
| 100 | C | Citigroup Inc. | 96.83 | -0.05% | 28.9K | +2.19% | 2.05M | 60.82 | 0.03% | Share |
| 101 | PM | Philip Morris I... | 165.71 | +0.93% | 12.69K | +0.12% | 2.01M | 73.21 | 0.03% | Share |
| 102 | WFC | Wells Fargo & C... | 81.97 | -0.64% | 27.52K | +3.38% | 1.98M | 43.34 | 0.03% | Share |
| 103 | AXP | American Expres... | 327.00 | +1.41% | 7.06K | -0.51% | 1.9M | 93.64 | 0.02% | Share |
| 104 | IDU | iShares U.S. Ut... | 108.02 | -0.73% | 18.58K | -1.52% | 1.88M | 43.83 | 0.02% | Share |
| 105 | IFF | International F... | 67.09 | +0.46% | 23.54K | +1.44% | 1.83M | 98.32 | 0.02% | Share |
| 106 | PSX | Phillips 66 | 132.86 | +0.18% | 14.59K | -12.32% | 1.8M | 50.32 | 0.02% | Share |
| 107 | ENB | Enbridge Inc. | 47.82 | +0.44% | 39.71K | 0.00% | 1.76M | 31.04 | 0.02% | Share |
| 108 | IBM | International B... | 245.77 | +0.38% | 6.84K | -3.86% | 1.7M | 181.93 | 0.02% | Share |
| 109 | VTI | Vanguard Total ... | 320.06 | +0.35% | 6.17K | -3.8% | 1.7M | 170.33 | 0.02% | Share |
| 110 | CAH | Cardinal Health... | 149.54 | +0.20% | 12.28K | 0.00% | 1.69M | 58.15 | 0.02% | Share |
| 111 | BN | Brookfield Corp... | 65.77 | +0.47% | 31.97K | 0.00% | 1.68M | 33.71 | 0.02% | Share |
| 112 | ESGV | Vanguard ESG U.... | 115.36 | +0.42% | 16K | 0.00% | 1.57M | 88.48 | 0.02% | Share |
| 113 | IVV | iShares Core S&... | 652.11 | +0.36% | 2.58K | -1.15% | 1.45M | 333.65 | 0.02% | Share |
| 114 | AJG | Arthur J. Galla... | 299.61 | +0.30% | 4.19K | -4.77% | 1.45M | 218.89 | 0.02% | Share |
| 115 | HON | Honeywell Inter... | 221.35 | +0.05% | 6.7K | -4.3% | 1.42M | 152.76 | 0.02% | Share |
| 116 | GE | GE Aerospace | 276.03 | +0.98% | 7K | 0.00% | 1.4M | 64.77 | 0.02% | Share |
| 117 | BOH | Bank of Hawaii ... | 68.50 | -0.31% | 20.3K | 0.00% | 1.4M | 83.92 | 0.02% | Share |
| 118 | UNH | UnitedHealth Gr... | 302.31 | -0.52% | 2.65K | -0.3% | 1.39M | 392.82 | 0.02% | Share |
| 119 | VSAT | Viasat, Inc. | 32.53 | +0.09% | 130.51K | 0.00% | 1.36M | 8.51 | 0.02% | Share |
| 120 | VIG | Vanguard Divide... | 211.51 | +0.16% | 6.84K | 0.00% | 1.33M | 130.49 | 0.02% | Share |
| 121 | DE | Deere & Company | 491.81 | -0.26% | 2.79K | 0.00% | 1.31M | 156 | 0.02% | Share |
| 122 | CAT | Caterpillar Inc... | 435.10 | +0.56% | 3.93K | -0.76% | 1.3M | 175.34 | 0.02% | Share |
| 123 | ORCL | Oracle Corporat... | 240.21 | +1.87% | 8.79K | +0.63% | 1.23M | 85.71 | 0.02% | Share |
| 124 | YUMC | Yum China Holdi... | 44.56 | -0.09% | 22.92K | -0.71% | 1.19M | 33.28 | 0.02% | Share |
| 125 | TRP | TC Energy Corpo... | 51.64 | +0.68% | 25.19K | +2.87% | 1.19M | 41.74 | 0.02% | Share |
| 126 | KMTUY | Komatsu Ltd. | 34.59 | +2.78% | 40.65K | +100.00% | 1.18M | 29.06 | 0.02% | Share |
| 127 | SMMNY | Siemens Healthi... | 27.66 | +0.71% | 43.3K | +100.00% | 1.16M | 26.85 | 0.01% | Share |
| 128 | LIN | Linde plc | 482.15 | -0.12% | 2.46K | 0.00% | 1.15M | 400.44 | 0.01% | Share |
| 129 | PCAR | PACCAR Inc | 100.68 | -0.75% | 11.72K | -0.95% | 1.14M | 51.55 | 0.01% | Share |
| 130 | INTC | Intel Corporati... | 24.93 | +0.32% | 50.17K | +1.75% | 1.14M | 43.63 | 0.01% | Share |
| 131 | LNT | Alliant Energy ... | 65.02 | -1.19% | 17.5K | -8.85% | 1.13M | 19.36 | 0.01% | Share |
| 132 | FDX | FedEx Corporati... | 231.19 | -0.44% | 4.62K | -2.74% | 1.13M | 162.97 | 0.01% | Share |
| 133 | SU | Suncor Energy I... | 41.60 | +1.43% | 28.68K | -0.15% | 1.11M | 37.47 | 0.01% | Share |
| 134 | USB | U.S. Bancorp | 48.68 | -0.16% | 25.21K | -5.22% | 1.06M | 43.38 | 0.01% | Share |
| 135 | MO | Altria Group, I... | 66.41 | +0.01% | 17.3K | +0.18% | 1.04M | 46.43 | 0.01% | Share |
| 136 | DBSDY | DBS Group Holdi... | 157.01 | +0.94% | 7.5K | +100.00% | 1.03M | 137.45 | 0.01% | Share |
| 137 | KMB | Kimberly-Clark ... | 128.72 | -1.14% | 7.19K | -4.64% | 1.02M | 77.13 | 0.01% | Share |
| 138 | WY | Weyerhaeuser Co... | 25.95 | -0.67% | 34.61K | -0.13% | 1.01M | 30.05 | 0.01% | Share |
| 139 | WMB | The Williams Co... | 57.98 | +0.85% | 16.7K | 0.00% | 997.69K | 31.16 | 0.01% | Share |
| 140 | T | AT&T Inc. | 28.95 | -0.36% | 34.87K | 0.00% | 986.18K | 23.15 | 0.01% | Share |
| 141 | UTMD | Utah Medical Pr... | 62.06 | +1.55% | 17.12K | +327.69% | 959.18K | 63.11 | 0.01% | Share |
| 142 | XLK | Technology Sele... | 266.54 | +0.79% | 4.64K | 0.00% | 958.07K | 115.88 | 0.01% | Share |
| 143 | K | Kellanova | 79.47 | -0.36% | 11.55K | 0.00% | 952.76K | 52.75 | 0.01% | Share |
| 144 | USFR | WisdomTree Floa... | 50.26 | 0.00% | 18.9K | -17.83% | 951.24K | 50.32 | 0.01% | Share |
| 145 | APD | Air Products an... | 294.83 | +0.08% | 3.15K | 0.00% | 930.47K | 166.79 | 0.01% | Share |
| 146 | IWF | iShares Russell... | 450.80 | +0.61% | 2.57K | 0.00% | 929.09K | 262.82 | 0.01% | Share |
| 147 | MMM | 3M Company | 157.57 | +0.66% | 6.3K | -8.09% | 925.95K | 125.36 | 0.01% | Share |
| 148 | HST | Host Hotels & R... | 17.29 | -0.46% | 63.82K | +34.54% | 906.92K | 15.88 | 0.01% | Share |
| 149 | AGM | Federal Agricul... | 210.13 | +1.47% | 4.77K | -5.45% | 894.8K | 97.65 | 0.01% | Share |
| 150 | KVUE | Kenvue Inc. | 20.55 | -0.99% | 36.97K | +1.37% | 886.57K | 20.8 | 0.01% | Share |