Barrett & Company, Inc. Incresed Positions in Q1 2025

Barrett & Company, Inc.

  • $232 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
8.63K
+ 311.81%
N/A
11.4K $803M
VIG
Vanguard Dividend Appreciation

ETFs
2.32K
+ 15.13%
N/A
17.6K $3.42B
META
Meta Platforms, Inc.

Communication Services
764
+ 12.7%
$576.36 - $736.67 $440K - $563K
6.78K $3.91B
JPM
Jpmorgan Chase & CO

Financial Services
740
+ 7.32%
$225.19 - $279.95 $167K - $207K
10.9K $2.66B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.83K
+ 86.13%
$24.79 - $25.26 $219K - $223K
19.1K $482M
JNJ
Johnson & Johnson

Healthcare
9
+ 0.09%
$142.06 - $167.7 $1.28K - $1.51K
9.61K $1.59B
IXUS
Ishares Tr

ETFs
2.78K
+ 225.61%
$65.06 - $72.31 $181K - $201K
4.01K $280M
XOM
Exxon Mobil Corp

Energy
1
+ 0.01%
$105.44 - $118.93 $105 - $119
14.6K $1.74B
CVX
Chevron Corp

Energy
71
+ 1.12%
$146.71 - $167.97 $10.4K - $11.9K
6.41K $1.07B
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.66K
+ 12.27%
$22.77 - $22.94 $106K - $107K
42.6K $978M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.6K
+ 30.95%
$21.77 - $22.25 $100K - $102K
19.5K $433M
HEI
Heico Corp

Industrials
25
+ 0.8%
$219.6 - $270.85 $5.49K - $6.77K
3.17K $846M
QCOM
Qualcomm Inc

Technology
606
+ 12.44%
$151.94 - $175.86 $92.1K - $107K
5.48K $841M
FTCS
First Trust Capital Strength E

ETFs
11
+ 0.02%
$86.39 - $91.35 $950 - $1K
47.9K $4.3B
AMD
Advanced Micro Devices Inc

Technology
1K
+ 108.11%
$96.63 - $129.55 $96.6K - $130K
1.93K $198M
IBM
International Business Machines Corp

Technology
30
+ 1.11%
$217.4 - $264.74 $6.52K - $7.94K
2.72K $677M
DFAI
Dimensional ETF Tr

ETFs
1K
+ 4.04%
$28.88 - $32.4 $29K - $32.5K
25.8K $807M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
3.15K
+ 8.13%
$23.29 - $23.38 $73.4K - $73.6K
41.9K $979M
CG
Carlyle Group Inc.

Financial Services
1.86K
+ 72.78%
$40.03 - $56.96 $74.3K - $106K
4.41K $192M
AMGN
Amgen Inc

Healthcare
3
+ 0.3%
$258.59 - $327.36 $776 - $982
1K $312M
AWK
American Water Works Company, Inc.

Utilities
4
+ 0.18%
$121.01 - $149.31 $484 - $597
2.19K $324M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
800
+ 3.16%
$49.22 - $51.73 $39.4K - $41.4K
26.1K $1.32B
CGDV
Capital Group Divid Value ETF

ETFs
1K
+ 4.28%
$34.95 - $37.36 $35K - $37.4K
24.4K $869M
IWD
Ishares Russell 1000 Val ETF

ETFs
91
+ 1.13%
$182.82 - $196.21 $16.6K - $17.9K
8.12K $1.53B
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
18
+ 0.1%
$29.06 - $32.62 $523 - $587
18.2K $573M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.14%
$725.72 - $929.72 $726 - $930
740 $611M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
399
+ 2.24%
$42.5 - $46.71 $17K - $18.6K
18.2K $823M
RSP
Invesco S&P 500 Equal Weight E

ETFs
301
+ 4.76%
$169.43 - $182.84 $51K - $55K
6.63K $1.15B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.12K
+ 8.31%
$53.6 - $58.97 $60.2K - $66.2K
14.6K $802M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
1.45K
+ 30.85%
$21.16 - $21.77 $30.7K - $31.6K
6.15K $134M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
724
+ 1.42%
$23.9 - $24.18 $17.3K - $17.5K
51.7K $1.25B
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
1.45K
+ 362.5%
$19.0 - $19.66 $27.6K - $28.5K
1.85K $36.4M
HDV
Ishares Core High Dividend ETF

ETFs
8
+ 0.27%
$110.86 - $121.12 $887 - $969
2.98K $361M
BNDX
Vanguard Total International B

ETFs
552
+ 7.42%
$48.33 - $49.5 $26.7K - $27.3K
7.99K $390M
DFAU
Dimensional ETF Tr

ETFs
1.5K
+ 9.27%
$37.84 - $42.29 $56.8K - $63.5K
17.7K $680M
PBA
Pembina Pipeline Corp

Energy
55
+ 0.77%
$35.13 - $40.12 $1.93K - $2.21K
7.17K $287M
WM
Waste Management Inc

Industrials
1
+ 0.13%
$200.54 - $233.78 $201 - $234
792 $183M
CSCO
Cisco Systems, Inc.

Technology
12
+ 0.16%
$58.74 - $64.87 $705 - $778
7.57K $467M
COP
Conocophillips

Energy
10
+ 0.32%
$88.6 - $105.85 $886 - $1.06K
3.1K $326M
BND
Vanguard Bd Index Fd Inc Total

ETFs
118
+ 1.74%
$71.17 - $73.66 $8.4K - $8.69K
6.89K $506M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
180
+ 2.79%
$44.68 - $46.49 $8.04K - $8.37K
6.63K $307M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
425
+ 1.77%
N/A
24.4K $591M
MO
Altria Group, Inc.

Consumer Defensive
27
+ 1.76%
$50.81 - $60.02 $1.37K - $1.62K
1.56K $93.7M
XLI
Industrial Sector Spdr

ETFs
100
+ 200.0%
$128.78 - $141.67 $12.9K - $14.2K
150 $19.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
30
+ 0.28%
$76.94 - $78.28 $2.31K - $2.35K
10.6K $827M
DVY
Ishares Tr

ETFs
16
+ 0.47%
$128.58 - $138.1 $2.06K - $2.21K
3.41K $457M
FIW
First Trust Water ETF

ETFs
121
+ 172.86%
$99.48 - $106.74 $12K - $12.9K
191 $19.2M
FDIS
Fidelity Covington Tr Msci Con

ETFs
151
+ 251.67%
$82.77 - $101.84 $12.5K - $15.4K
211 $17.9M
EPD
Enterprise Products Partners L.P.

Energy
3
+ 0.07%
$31.75 - $34.14 $95.3 - $102
4.2K $144M
Activity Summary
Buys All Purchases 145 New Holdings 16 Increased Positions 129 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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