Barrett & Company, Inc. Purchases and Sells in Q2 2025

Barrett & Company, Inc.

$267 Billion
Q2 2025

Top Buys

Incresed Positions

164 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	11.2K + 14.93%	$243.75 - $303.93 $2.73M - $3.41M	86.3K $26.2B
IVW	16.4K + 12.84%	$82.96 - $110.1 $1.36M - $1.8M	144K $15.8B
VIG	6.76K + 38.33%	N/A	24.4K $4.99B
SPY	1.52K + 20.99%	$496.48 - $617.85 $753K - $937K	8.75K $5.4B
MSFT	551 + 6.49%	$354.56 - $497.45 $195K - $274K	9.05K $4.5B
USMV	10.9K + 7.4%	$85.42 - $94.39 $934K - $1.03M	159K $14.9B

New Holdings

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	8.67K New	$67.83 - $84.09 $588K - $729K	8.67K $724M
FIRST TR EXCHANGE-TRADED FD	23.3K New	N/A	23.3K $371M
RDVI	4.88K New	N/A	4.88K $120M
LINDE PLC	210 New	N/A	210 $98.5M
IBTL	4.44K New	$20.04 - $20.55 $88.9K - $91.1K	4.44K $92.1M
WSO	200 New	$421.84 - $520.66 $84.4K - $104K	200 $88.3M

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEMG	-8.63K - 75.69%	N/A	2.77K $166M
IBTF	-7.81K - 18.64%	$23.29 - $23.38 $182K - $183K	34.1K $796M
NEWT	-5.93K - 4.32%	$9.54 - $12.17 $56.5K - $72.1K	131K $1.48B
LDP	-4.91K - 38.8%	$18.53 - $20.98 $91K - $103K	7.75K $163M
ISHARES BITCOIN TRUST ETF	-1.9K - 64.3%	N/A	1.06K $64.6M
PEP	-110 - 8.01%	$128.02 - $151.37 $14.1K - $16.7K	1.26K $167M

Activity Summary All Purchases 197 New Holdings 33 Increased Positions 164 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

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