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| Hazlett Burt & Watson Inc
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|
|
|---|---|
| CRD # | 396 |
| SEC # | 801-66333 |
| CIK # | 0000046392 |
| AUM | $982.7 MM (2023-03-29) |
| Employees | 19 (74% Investors, 95% Brokers) |
| Phone | 304-233-3312 |
| Address | 1300 Chapline Street Wheeling, WV 26003 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| XOM | 385,508.3 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| MA | 309,583.1 | 0.0 | |
| JNJ | 465,600.2 | 0.0 | |
| HD | 277,648.0 | 0.0 | |
| PG | 338,108.9 | 0.0 | |
| PEP | 226,773.9 | 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) | 1,606 | 348.6 |
| (b) Individuals (high net worth individuals) | 458 | 576.3 |
| (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 | 20 | 30.7 |
| (h) Charitable organizations | 18 | 19.7 |
| (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 | 11 | 7.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,113 | 982.7 |
| By Discretionary | ||
| Discretionary | 769 | 405.0 |
| Non-Discretionary | 1,344 | 577.8 |
| Total | 2,113 | 982.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 982.7 | |
| Total | 2,113 | 982.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000046392] |
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|---|---|---|
|
Hottinger & Co Limited
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1.0 | |
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CWS Financial Advisors LLC
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MI | 1.0 |
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KY | 1.0 |
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CA | 1.0 |
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Wedmont Private Capital LLC
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PA | 1.0 |
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Greene Wealth Management LLC
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WA | 1.0 |
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Kings Path Partners LLC
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TX | 1.0 |
|
Isthmus Partners LLC
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WI | 1.0 |
|
Spectrum Management Group LLC
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IN | 1.0 |