Barrett & Company, Inc. Portfolio Holdings
Barrett & Company, Inc.
- $221 Billion
- Q2 2024
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 594
- Current Value $221 Billion
- Prior Value $211 Billion
- Filing
- Period Q2 2024
- Filing Date July 25, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 19 stocks
- Additional Purchases 131 stocks
- Sold out of 0 stocks
- Reduced holdings in 87 stocks