Everett Harris & Co /Ca
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Invesco PowerShares QQQ Trust | $12.61M | 0.2% |
| NEXTERA ENERGY INC | $12.14M | 0.2% |
| ONEOK Inc | $9.38M | 0.1% |
| Dominion Energy Inc | $9.30M | 0.1% |
| J.P. Morgan Chase & Co. | $8.22M | 0.1% |
| AMGEN INC | $8.14M | 0.1% |
| ELI LILLY & Co | $8.11M | 0.1% |
| Meta Platforms Inc | $8.08M | 0.1% |
| Vanguard S&P 500 | $7.99M | 0.1% |
| PROCTER & GAMBLE Co | $7.99M | 0.1% |
| PFIZER INC | $7.87M | 0.1% |
| COCA COLA CO | $7.65M | 0.1% |
| iShares Core MSCI Emerging Mar | $7.63M | 0.1% |
| THERMO FISHER SCIENTIFIC INC. | $7.60M | 0.1% |
| Simon Property Group Inc | $7.33M | 0.1% |
| Vanguard Ultra-Short Bond ETF | $7.33M | 0.1% |
| Allison Transmission Holdings | $7.27M | 0.1% |
| Nvidia Corp | $6.85M | 0.1% |
| TETRA TECHNOLOGIES INC | $6.85M | 0.1% |
| Arrowhead Pharma Inc | $6.58M | 0.1% |
| Pason System Inc | $6.35M | 0.1% |
| Edwards Lifesciences Corp. | $6.27M | 0.1% |
| Canadian Pacific Kansas City L | $6.07M | 0.1% |
| United Parcel Service Inc | $5.92M | 0.1% |
| Cogeco Inc | $5.79M | 0.1% |
| Vanguard Short-Term Corp Bond | $5.54M | 0.1% |
| Zimmer Biomet Holdings Inc. | $5.51M | 0.1% |
| Vanguard Short-Term Treasury E | $5.23M | 0.1% |
| SPDR S&P 500 Index ETF | $4.96M | 0.1% |
| Victoria's Secret & Co. | $4.87M | 0.1% |
| EMERSON ELECTRIC CO | $4.73M | 0.1% |
| Vanguard High Dividend Yield E | $4.72M | 0.1% |
| Medtronic PLC | $4.68M | 0.1% |
| LAS VEGAS SANDS CORP | $4.45M | 0.1% |
| Kinder Morgan Inc | $4.42M | 0.1% |
| CSW INDUSTRIALS, INC. | $4.41M | 0.1% |
| BlackRock, Inc. | $4.34M | 0.1% |
| Magnum Ice Cream Company NV | $4.26M | 0.1% |
| Visa Inc | $4.09M | 0.1% |
| Valvoline Inc | $3.82M | 0.0% |
| Weyerhaeuser Co | $3.63M | 0.0% |
| Alerian MLP Index ETN | $3.41M | 0.0% |
| QUALCOMM INC/DE | $3.38M | 0.0% |
| Yum! Brands Inc | $3.36M | 0.0% |
| SYSCO CORP | $3.31M | 0.0% |
| Citigroup Inc Var (Call 08/15 | $3.10M | 0.0% |
| CITIGROUP INC | $3.03M | 0.0% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $3.01M | 0.0% |
| INTERNATIONAL FLAVORS & FRAGRANCES INC | $2.99M | 0.0% |
| CATERPILLAR INC | $2.76M | 0.0% |