Barrett & Company, Inc. has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $221 Billion distributed in 594 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $16.7B, Nvidia Corp with a value of $13.6B, Ishares Msci Usa Min Vol Facto with a value of $11.5B, Ishares S&P 500 Growth ETF with a value of $10.6B, and Ishares Morningstar Value ETF with a value of $6.64B.
Examining the 13F form we can see an increase of $9.67B in the current position value, from $211B to 221B.
Barrett & Company, Inc. is based out at Providence, RI
Below you can find more details about Barrett & Company, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$221 Billion
ETFs: $138 Billion
Technology: $28.7 Billion
Financial Services: $13.3 Billion
Communication Services: $8.58 Billion
Industrials: $7.7 Billion
Consumer Cyclical: $7.48 Billion
Healthcare: $7.24 Billion
Energy: $3.81 Billion
Other: $4.58 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions