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| Hazlett Burt & Watson Inc
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| |
|---|---|
| CRD # | 396 |
| SEC # | 801-66333 |
| CIK # | 0000046392 |
| AUM | $1.0 BB (2024-03-26) |
| Employees | 21 (76% Investors, 100% Brokers) |
| Phone | 304-233-3312 |
| Address | 1300 Chapline Street Wheeling, WV 26003 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| XOM | 385,508.3 | 0.0 | |
| NVDA | 399,550.0 | 0.0 | |
| MA | 309,583.1 | 0.0 | |
| JNJ | 465,600.2 | 0.0 | |
| LMT | 111,953.9 | 0.0 | |
| PG | 338,108.9 | 0.0 | |
| JPM | 340,169.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,731 | 400.8 |
| (b) Individuals (high net worth individuals) | 517 | 567.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 30.5 |
| (h) Charitable organizations | 19 | 13.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 7.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,291 | 1,018.6 |
| By Discretionary | ||
| Discretionary | 948 | 502.0 |
| Non-Discretionary | 1,343 | 516.7 |
| Total | 2,291 | 1,018.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,018.6 | |
| Total | 2,291 | 1,018.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000046392] |
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