Hazlett, Burt & Watson, Inc.
Hazlett, Burt & Watson, Inc. is a privately owned and independent full-service financial services firm headquartered in Wheeling, West Virginia, USA. Founded in 1883, the firm specializes in investment brokerage, portfolio and money management advisory services, insurance, and trust services through its affiliated companies. Hazlett serves families, individual investors, and businesses across multiple generations, providing customized investment solutions aimed at achieving long-term financial goals. The firm employs approximately 30–32 professionals and emphasizes personalized service by working closely with clients and their other trusted advisors.
Investment Strategy
Hazlett, Burt & Watson, Inc. designs investment portfolio management strategies tailored to the individual needs of clients including families, individual investors, and businesses. Their approach begins with a detailed assessment of client goals and risk tolerance, resulting in personalized asset allocation models. The firm's offerings include retirement planning, asset management, trust and estate planning, cash flow analysis, and insurance, emphasizing diversified portfolios to optimize risk-adjusted returns. They provide both traditional brokerage and professional investment advisory services, leveraging research, analytical tools, and experienced judgement for long-term wealth growth and preservation.
Top Holdings
Equity Positions (767)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 4.93% | $12.0M | 58,742 | $182.07 | $205.17 | -$108.0K |
Q QQQ | INVESCO QQQ TR | 4.93% | $12.0M | 21,786 | $360.08 | $551.64 | +$1.8M |
S SCHD | SCHWAB STRATEGIC TR | 3.94% | $9.6M | 363,103 | $25.74 | $26.50 | -$941.0K |
M MSFT | MICROSOFT CORP | 3.49% | $8.5M | 17,115 | $326.49 | $497.41 | +$2.3M |
A AMZN | AMAZON COM INC | 2.94% | $7.2M | 32,771 | $165.41 | $219.39 | +$1.4M |