Barrett & Company, Inc. Incresed Positions in Q3 2025

Barrett & Company, Inc.

  • $292 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
4.78K
+ 5.53%
$303.93 - $329.86 $1.45M - $1.58M
91.1K $29.9B
IVW
Ishares S&P 500 Growth ETF

ETFs
10.7K
+ 7.44%
$108.97 - $121.65 $1.17M - $1.3M
154K $18.6B
VEU
Vanguard Ftse All World Ex Us

ETFs
17.7K
+ 23.05%
$66.38 - $71.68 $1.18M - $1.27M
94.6K $6.75B
VIG
Vanguard Dividend Appreciation

ETFs
4.92K
+ 20.18%
N/A
29.3K $6.32B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
10.1K
+ 6.35%
$92.18 - $95.14 $929K - $959K
169K $16.1B
VB
Vanguard Small Cap ETF

ETFs
3.03K
+ 20.76%
$237.58 - $259.17 $720K - $786K
17.6K $4.48B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.09K
+ 13.27%
$567.09 - $607.37 $618K - $661K
9.3K $5.54B
ILCV
Ishares Morningstar Value ETF

ETFs
3.09K
+ 3.35%
$82.86 - $90.02 $256K - $278K
95.4K $8.59B
IXUS
Ishares Tr

ETFs
8.41K
+ 52.7%
$76.35 - $82.58 $642K - $694K
24.4K $2.01B
SPY
Spdr S&P 500 ETF Trust

ETFs
484
+ 5.53%
$617.65 - $666.84 $299K - $323K
9.23K $6.15B
XT
Ishares Tr Exponential Technol

ETFs
741
+ 0.8%
$65.04 - $71.97 $48.2K - $53.3K
93K $6.69B
FVD
First Tr Value Line Divid Inde

ETFs
9.29K
+ 7.67%
$44.73 - $46.86 $416K - $435K
130K $6.03B
GOOGL
Alphabet Inc.

Communication Services
5
+ 0.06%
$174.36 - $254.72 $872 - $1.27K
9.02K $2.19B
VTV
Vanguard Value ETF

ETFs
1.05K
+ 4.23%
$175.51 - $186.57 $185K - $197K
26K $4.84B
CGGR
Capital Group Growth ETF Shs C

ETFs
3.4K
+ 5.28%
$40.2 - $44.58 $137K - $152K
67.8K $2.98B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.89K
+ 3.58%
$39.37 - $44.24 $74.2K - $83.4K
54.6K $2.39B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10.7K
+ 50.14%
$25.24 - $25.56 $269K - $273K
32K $816M
HWM
Howmet Aerospace Inc.

Industrials
667
+ 6.85%
$171.0 - $196.23 $114K - $131K
10.4K $2.04B
AVGO
Broadcom Inc.

Technology
670
+ 503.76%
$264.74 - $369.57 $177K - $248K
803 $265M
Capital Group Equity ETF Tr
5.2K
+ 91.65%
N/A
10.9K $309M
RDVY
First Trust Rising Dividend Ac

ETFs
5
+ 0.02%
$62.38 - $67.29 $312 - $336
31.1K $2.09B
FTCS
First Trust Capital Strength E

ETFs
59
+ 0.12%
$89.72 - $93.74 $5.29K - $5.53K
48.4K $4.53B
First Tr Exchange Traded Fd
6.8K
+ 29.18%
N/A
30.1K $508M
IEFA
Ishares Tr

ETFs
1K
+ 11.54%
$81.7 - $87.53 $81.7K - $87.5K
9.67K $844M
DVY
Ishares Tr

ETFs
619
+ 18.07%
$133.88 - $142.57 $82.9K - $88.3K
4.05K $575M
Stone Ridge Tr
1.5K
+ 19.62%
N/A
9.15K $784M
Tidal Trust I
3.83K
+ 75.0%
N/A
8.93K $223M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.43K
+ 13.16%
$22.36 - $22.52 $98.9K - $99.7K
38K $857M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.04K
+ 16.52%
N/A
28.5K $693M
BAC
Bank Of America Corp

Financial Services
4
+ 0.02%
$44.92 - $52.42 $180 - $210
21.1K $1.09B
GE
General Electric CO

Industrials
1
+ 0.05%
$244.75 - $305.63 $245 - $306
2.07K $621M
CGDV
Capital Group Divid Value ETF

ETFs
503
+ 1.94%
$39.59 - $42.21 $19.9K - $21.2K
26.4K $1.11B
NSSC
Napco Security Technologies, Inc

Industrials
6
+ 0.1%
$29.42 - $43.66 $177 - $262
6.01K $258M
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.49%
$293.94 - $444.72 $882 - $1.33K
620 $276M
XOM
Exxon Mobil Corp

Energy
1
+ 0.01%
$105.83 - $117.22 $106 - $117
15.8K $1.78B
IWD
Ishares Russell 1000 Val ETF

ETFs
12
+ 0.15%
$192.76 - $203.86 $2.31K - $2.45K
8.1K $1.65B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
3K
+ 60.51%
$23.13 - $23.54 $69.4K - $70.6K
7.96K $187M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.01%
$108.46 - $120.63 $108 - $121
7.02K $834M
IBDV
Ishares Tr

Technology
3K
+ 143.82%
$21.75 - $22.22 $65.3K - $66.7K
5.09K $113M
DFAU
Dimensional ETF Tr

ETFs
152
+ 0.87%
$42.42 - $45.96 $6.45K - $6.99K
17.5K $803M
GLW
Corning Inc

Technology
7
+ 0.34%
$51.6 - $82.03 $361 - $574
2.05K $169M
NFLX
Netflix Inc

Communication Services
60
+ 65.93%
$1147.87 - $1297.18 $68.9K - $77.8K
151 $181M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.43K
+ 11.28%
$22.19 - $22.44 $53.8K - $54.4K
23.9K $536M
ORI
Old Republic International Corp

Financial Services
25
+ 0.19%
$35.74 - $42.47 $894 - $1.06K
13.2K $562M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
2.43K
+ 29.45%
$21.68 - $22.04 $52.6K - $53.4K
10.7K $234M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
2.43K
+ 58.25%
$19.57 - $19.98 $47.5K - $48.5K
6.59K $131M
DFAI
Dimensional ETF Tr

ETFs
4
+ 0.02%
$34.05 - $36.55 $136 - $146
25.9K $940M
CGGO
Capital Group Global Growth Eq

ETFs
758
+ 9.23%
$31.71 - $34.17 $24K - $25.9K
8.97K $306M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
9
+ 0.05%
$33.78 - $36.74 $304 - $331
18.3K $665M
Activity Summary
Buys All Purchases 155 New Holdings 25 Increased Positions 130 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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