Barrett & Company, Inc. Incresed Positions in Q2 2025

Barrett & Company, Inc.

  • $267 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
11.2K
+ 14.93%
$243.75 - $303.93 $2.73M - $3.41M
86.3K $26.2B
IVW
Ishares S&P 500 Growth ETF

ETFs
16.4K
+ 12.84%
$82.96 - $110.1 $1.36M - $1.8M
144K $15.8B
VIG
Vanguard Dividend Appreciation

ETFs
6.76K
+ 38.33%
N/A
24.4K $4.99B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.52K
+ 20.99%
$496.48 - $617.85 $753K - $937K
8.75K $5.4B
MSFT
Microsoft Corp

Technology
551
+ 6.49%
$354.56 - $497.45 $195K - $274K
9.05K $4.5B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
10.9K
+ 7.4%
$85.42 - $94.39 $934K - $1.03M
159K $14.9B
IXUS
Ishares Tr

ETFs
12K
+ 298.43%
$62.37 - $77.63 $745K - $928K
16K $1.23B
VUG
Vanguard Growth ETF

ETFs
26
+ 0.2%
$329.49 - $438.4 $8.57K - $11.4K
12.7K $5.58B
IVV
Ishares Core S&P 500 ETF

ETFs
131
+ 1.06%
$498.8 - $620.9 $65.3K - $81.3K
12.5K $7.74B
FVD
First Tr Value Line Divid Inde

ETFs
17.4K
+ 16.75%
$40.62 - $45.12 $706K - $784K
121K $5.42B
AMZN
Amazon Com Inc

Consumer Cyclical
370
+ 1.6%
$167.32 - $223.3 $61.9K - $82.6K
23.5K $5.15B
VEU
Vanguard Ftse All World Ex Us

ETFs
3.62K
+ 4.95%
$54.19 - $67.22 $196K - $244K
76.9K $5.17B
VB
Vanguard Small Cap ETF

ETFs
2.11K
+ 16.85%
$193.73 - $237.37 $408K - $500K
14.6K $3.46B
CGGR
Capital Group Growth ETF Shs C

ETFs
6.7K
+ 11.61%
$30.53 - $40.65 $205K - $272K
64.4K $2.62B
Stone Ridge Tr
6.35K
+ 488.08%
N/A
7.65K $666M
JPM
Jpmorgan Chase & CO

Financial Services
16
+ 0.15%
$210.28 - $289.91 $3.36K - $4.64K
10.9K $3.15B
VEA
Vanguard Ftse Developed Market

ETFs
218
+ 0.35%
$45.65 - $57.01 $9.95K - $12.4K
62.1K $3.54B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
86
+ 1.06%
$468.22 - $566.51 $40.3K - $48.7K
8.21K $4.65B
CRWD
Crowd Strike Holdings, Inc.

Technology
45
+ 2.57%
$321.63 - $509.31 $14.5K - $22.9K
1.8K $914M
GOOG
Alphabet Inc.

Communication Services
161
+ 1.49%
$146.58 - $180.01 $23.6K - $29K
10.9K $1.94B
HEI
Heico Corp

Industrials
50
+ 1.58%
$236.44 - $328.0 $11.8K - $16.4K
3.22K $1.05B
AMD
Advanced Micro Devices Inc

Technology
896
+ 46.55%
$78.21 - $143.81 $70.1K - $129K
2.82K $400M
PANW
Palo Alto Networks Inc

Technology
720
+ 64.17%
$152.44 - $204.64 $110K - $147K
1.84K $377M
MMM
3 M CO

Industrials
1.08K
+ 172.09%
$126.09 - $154.15 $136K - $166K
1.71K $260M
CL
Colgate Palmolive CO

Consumer Defensive
1.85K
+ 617.33%
$87.57 - $96.0 $162K - $178K
2.15K $196M
EMR
Emerson Electric CO

Industrials
180
+ 3.15%
$94.15 - $133.33 $16.9K - $24K
5.9K $787M
TPG
Tpg Inc.

Financial Services
3K
+ 857.14%
$39.68 - $53.09 $119K - $159K
3.35K $176M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.64K
+ 9.01%
$39.89 - $49.46 $65.4K - $81.1K
19.8K $980M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
897
+ 1.73%
$32.0 - $39.87 $28.7K - $35.8K
52.7K $2.1B
CGDV
Capital Group Divid Value ETF

ETFs
1.5K
+ 6.16%
$31.93 - $39.49 $48K - $59.4K
25.9K $1.02B
RDVY
First Trust Rising Dividend Ac

ETFs
206
+ 0.67%
$51.6 - $62.74 $10.6K - $12.9K
31.1K $1.95B
IBM
International Business Machines Corp

Technology
3
+ 0.11%
$221.03 - $294.78 $663 - $884
2.73K $803M
VTV
Vanguard Value ETF

ETFs
125
+ 0.5%
$153.67 - $176.74 $19.2K - $22.1K
24.9K $4.4B
BAC
Bank Of America Corp

Financial Services
4
+ 0.02%
$34.39 - $47.46 $138 - $190
21.1K $1B
VRT
Vertiv Holdings CO

Industrials
800
+ 3200.0%
N/A
825 $106M
ET
Energy Transfer LP

Energy
5.65K
+ 47.52%
$15.65 - $18.93 $88.4K - $107K
17.5K $318M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
40
+ 0.1%
$19.1 - $23.83 $764 - $953
41.5K $990M
XYL
Xylem Inc.

Industrials
427
+ 10.53%
$102.86 - $129.5 $43.9K - $55.3K
4.48K $580M
FTCS
First Trust Capital Strength E

ETFs
371
+ 0.77%
$81.6 - $92.39 $30.3K - $34.3K
48.3K $4.39B
DFAI
Dimensional ETF Tr

ETFs
13
+ 0.05%
$28.02 - $34.71 $364 - $451
25.8K $894M
TMO
Thermo Fisher Scientific Inc.

Healthcare
200
+ 377.36%
$390.26 - $489.06 $78.1K - $97.8K
253 $103M
V
Visa Inc.

Financial Services
201
+ 33.72%
$308.27 - $373.31 $62K - $75K
797 $283M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
240
+ 26.34%
$483.48 - $539.8 $116K - $130K
1.15K $559M
Super Micro Computer Inc
400
+ 11.48%
N/A
3.89K $190M
HON
Honeywell International Inc

Industrials
171
+ 12.39%
$182.86 - $232.88 $31.3K - $39.8K
1.55K $361M
Blackrock Inc
60
+ 1500.0%
N/A
64 $67.2M
HD
Home Depot, Inc.

Consumer Cyclical
164
+ 49.1%
$335.24 - $380.78 $55K - $62.4K
498 $183M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.22K
+ 11.63%
$24.94 - $25.42 $55.3K - $56.4K
21.3K $541M
CSCO
Cisco Systems, Inc.

Technology
13
+ 0.17%
$53.19 - $69.38 $691 - $902
7.58K $526M
Activity Summary
Buys All Purchases 197 New Holdings 33 Increased Positions 164 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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