Barrett & Company, Inc. Portfolio Holdings
Barrett & Company, Inc.
- $211 Billion
- Q1 2024
Barrett & Company, Inc. has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $211 Billion distributed in 617 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 $16.9B, Ishares Msci Usa Min Vol Facto with a value of $10.9B, Nvidia Corp with a value of $10.3B, Ishares S&P 500 Growth ETF with a value of $9.57B, and Ishares Morningstar Value ETF with a value of $6.76B.
Examining the 13F form we can see an increase of $26.6B in the current position value, from $185B to 211B.
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 $200 Billions or more
Summary
- Portfolio
- No. of Stocks 617
- Current Value $211 Billion
- Prior Value $185 Billion
- Filing
- Period Q1 2024
- Filing Date April 17, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 25 stocks
- Additional Purchases 131 stocks
- Sold out of 0 stocks
- Reduced holdings in 91 stocks