HB

HAZLETT, BURT & WATSON, INC.

13F
HAZLETT, BURT & WATSON, INC.
Last update 2025-05-05 814 Stocks (92 new)
Value $225.00 Mil Turnover 4 %
Countries:
Top Holdings: AAPL(5.44%)SCHD(4.78%)QQQ(4.63%)MSFT(2.79%)AMZN(2.61%)
Summary Stock Picks Current Portfolio
HAZLETT, BURT & WATSON, INC. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
54,732
12,220.0
-1.98%
5.440
-0.12%
0.000
+6.76%
-15.93%
3,136,822.2
Hardware
SCHD
Schwab US Dividend Equity ETF
377,641
10,730.0
+0.41%
4.780
+0.02%
0.010
+7.81%
+1.22%
70,782.5
 
QQQ
INVESCO QQQ Trust
21,865
10,390.0
+1.41%
4.630
+0.06%
0.000
+26.65%
+10.18%
358,119.4
 
MSFT
Microsoft Corp
16,502
6,260.0
-0.05%
2.790
0%
0.000
+39.39%
+21.87%
3,803,232.7
Software
AMZN
Amazon.com Inc
30,529
5,870.0
+1.12%
2.610
+0.03%
0.000
+29.70%
+2.05%
2,376,789.0
Retail - Cyclical
XOM
Exxon Mobil Corp
35,143
4,230.0
+0.29%
1.880
+0.01%
0.000
+5.40%
+5.70%
481,214.3
Oil & Gas
MA
Mastercard Inc
6,821
3,770.0
+1.13%
1.680
+0.02%
0.000
+7.54%
+5.98%
504,539.5
Credit Services
BRK.B
Berkshire Hathaway Inc
6,322
3,330.0
-0.55%
1.480
-0.01%
0.000
-8.65%
+4.44%
1,021,673.0
Insurance
JNJ
Johnson & Johnson
18,727
3,150.0
-1.88%
1.400
-0.02%
0.000
+4.39%
+14.57%
392,141.8
Drug Manufacturers
NVDA
NVIDIA Corp
27,260
2,980.0
+4.56%
1.330
+0.06%
0.000
+70.47%
+28.85%
4,219,047.4
Semiconductors

HAZLETT, BURT & WATSON, INC.'s Historical Top Holdings Breakdowns

HAZLETT, BURT & WATSON, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.51%
●
507.05 ($540.58) 563.67
$577.18
6.77%
Add 181.84%
3,368
2,173
BUFF
Innovator Laddered Allocation Power Buffer ETF
Innovator Laddered Allocation Power Buffer ETF
2025-03-31
Reduce
Reduce
-0.49%
●
43.63 ($45.14) 46.01
$47.33
4.85%
Reduce -97.02%
741
-24,100
SDHY
PGIM Short Duration High Yield Opportunities
PGIM Short Duration High Yield Opportunities
2025-03-31
Add
Add
+0.23%
●
16.12 ($16.5) 16.78
$16.64
0.85%
Add 31.18%
133,851
31,812
BND
Vanguard Total Bond Market ETF
2025-03-31
Reduce
Reduce
-0.23%
●
71.17 ($72.57) 73.66
$72.73
0.22%
Reduce -93.99%
471
-7,364
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.18%
●
97.25 ($101.36) 104.79
$98.66
-2.66%
Add 28.21%
16,538
3,639
XLK
Technology Select Sector SPDR ETF
2025-03-31
Add
Add
+0.15%
●
206.38 ($226.74) 242.18
$261.06
15.14%
Add 116.79%
2,892
1,558
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.14%
●
551.42 ($587.78) 612.93
$628.04
6.85%
Add 54.02%
1,534
538
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Reduce
Reduce
-0.13%
●
360.07 ($394.62) 417.26
$434.45
10.09%
Reduce -26.57%
2,034
-736
IVW
iShares S&P 500 Growth ETF
2025-03-31
Add
Add
+0.13%
●
92.45 ($100.81) 106.69
$112.32
11.42%
Add 29.65%
13,913
3,182
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.12%
●
209.68 ($231.67) 247.1
$210.02
-9.35%
Reduce -1.98%
54,732
-1,108

HAZLETT, BURT & WATSON, INC. Total Holding History ($B)

To

HAZLETT, BURT & WATSON, INC.'s Asset Allocation

To

HAZLETT, BURT & WATSON, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

HAZLETT, BURT & WATSON, INC.'s Hypothetical Growth since 2025-03-31

HAZLETT, BURT & WATSON, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

HAZLETT, BURT & WATSON, INC.'s Holdings Heat Map

Size field:

HAZLETT, BURT & WATSON, INC.'s Holdings Bubble Chart

HAZLETT, BURT & WATSON, INC. News

  • 1

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