EVERETT HARRIS & COMPANY Top 13F Holdings

Their last reported 13F filing for Q4 2024 included $7,918,778,335 in managed 13F securities and a top 10 holdings concentration of 67.16%. Everett Harris & Company's largest holding is Apple Inc with shares held of 4,349,530. Whalewisdom has at least 99 13F filings

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EVERETT HARRIS & COMPANY Top 13F Holdings

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Everett Harris & Co. CA Trims Holdings In Exxon Mobil Co

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Everett Harris & Co. CA reduced its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 4.7% in the 2nd quarter, according to the company in its most recent 13F filing with …

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Exxon Mobil Corporation Shares Owned By Everett Harris & Co

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Quarter filed Position value Share count Share price at filing; 2023-03-31 $16M : 144k : 109.66 : 2022-12-31 $15M : 139k

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Everett Harris & Co /Ca/ 13F Filings

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Everett Harris & Co /Ca/ reported 283 holdings with total value $7.92 B as of Q4 2024. Top holdings included AAPL, BRK-A, COST, MSFT, and NVO. ... Most recent 13F Q4 2024. …

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Everett Harris & Co Ca 13F Portfolio - Hedgefollow.com

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Fund Portfolio Manager Performance 24Q3 AUM # of Holdings Performance Rank Allocation ; Everett Harris & Co Ca: Everett Harris & Co Ca: 2.31%: $8064890000

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Everett Harris & Co. CA Trims Holdings In Exxon Mobil Co.

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May 3, 2018 · EverettHarris & Co. CA reduced its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Get Rating) by 4.7% in the 2nd quarter, according to the company in its most …

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Everett Harris & CO Review 2025 - Investor.com

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Oct 16, 2024 · For our review of Everett Harris & CO, we used regulatory data from the SEC to summarize the disciplinary history and conflicts of interest for the firm. ... $14.1 million Assets …

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Everett Harris & Co Review - SmartAsset | SmartAsset.com

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The firm serves more than 1,500 individuals, families and institutions. The firm requires new clients to maintain billable AUM of at least $2 million. Services Offered by Everett Harris & Co. …

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Everett Harris & Co. CA Has $38.33 Million Stock Holdings In …

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4 days ago · Everett Harris & Co. CA grew its stake in shares of American Water Works Company, Inc. (NYSE:AWK - Free Report) by 1.2% during the 4th quarter, according to its …

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Everett Harris & Co. CA Has $12.04 Million Stake In United Parcel ...

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5 days ago · Everett Harris & Co. CA cut its stake in United Parcel Service, Inc. (NYSE:UPS - Free Report) by 2.8% in the fourth quarter, according to the company in its most recent filing …

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Everett Harris & Co. CA Has $17.86 Million Stake In Jacobs

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4 days ago · Everett Harris & Co. CA grew its stake in Jacobs Solutions Inc. (NYSE:J - Free Report) by 31.0% during the 4th quarter, according to the company in its most recent 13F filing …

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Everett Harris & Co. CA Has $95.87 Million Position In

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4 days ago · Everett Harris & Co. CA cut its stake in shares of Starbucks Co. (NASDAQ:SBUX - Free Report) by 0.8% in the fourth quarter, according to the company in its most recent …

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FAQs about EVERETT HARRIS & COMPANY Top 13F Holdings Coupon?

What is Everett Harris & Company's largest holding?

Everett Harris & Company's largest holding isApple Inc with shares held of 4,620,870. Everett Harris & Company has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 92 13F filings ...

Does Everett Harris & Company have a 13F stock?

Their last reported 13F filing for Q1 2023 included$6,168,820,246 in managed 13F securities and a top 10 holdings concentration of 61.1%. Everett Harris & Company's largest holding is Apple Inc with shares held of 4,620,870. Everett Harris & Company has met the qualifications for inclusion in our WhaleScore system. ...

Who is Everett Harris & Company?

Everett Harris & Company is alarge advisory firm with 1728 clients and discretionary assets under management (AUM) of $8,360,659,357 (Form ADV from 2023-03-10). Their last reported 13F filing for Q1 2023 included $6,168,820,246 in managed 13F securities and a top 10 holdings concentration of 61.1%. ...

How much money does Everett Harris & co manage?

While Everett Harris & CO advises clients across a variety of portfolio sizes, the average client balance is currently $14.1 million. In total, Everett Harris & CO manages $10.0 billion in assets. What is the historical performance of Everett Harris & CO? ...

Where is Everett Harris & co located?

The headquarters of Everett Harris & CO is 801 South Figueroa Street, Suite 2050. Los Angeles, CA 90017. Everett Harris & CO currently serves clients in the following states: AZ, CA, CO, FL, IL, LA, MA, NV, NH, NJ, NY, NC, OR, TX, UT, WA. What is the average client balance at Everett Harris & CO? ...

What services does Everett Harris & Co offer?

As a financial advisory firm, Everett Harris & CO can provide a variety of financial planning services for Americans. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). ...