Barrett & Company, Inc. Portfolio Holdings
Barrett & Company, Inc.
- $231 Billion
- Q3 2024
Barrett & Company, Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $231 Billion distributed in 579 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 $19.7B, Ishares Msci Usa Min Vol Facto with a value of $13.3B, Ishares S&P 500 Growth ETF with a value of $11.7B, Nvidia Corp with a value of $11.1B, and Ishares Morningstar Value ETF with a value of $7.92B.
Examining the 13F form we can see an increase of $9.84B in the current position value, from $221B to 231B.
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.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 579
- Current Value $231 Billion
- Prior Value $221 Billion
- Filing
- Period Q3 2024
- Filing Date October 24, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 22 stocks
- Additional Purchases 127 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks