Barrett & Company, Inc. Incresed Positions in Q4 2024

Barrett & Company, Inc.

  • $237 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
3.54K
+ 5.08%
$280.04 - $302.45 $992K - $1.07M
73.3K $21.2B
NVDA
Nvidia Corp

Technology
1.12K
+ 1.23%
$117.0 - $148.88 $132K - $167K
92.4K $12.4B
IVW
Ishares S&P 500 Growth ETF

ETFs
4.14K
+ 3.39%
$94.43 - $105.47 $391K - $436K
126K $12.8B
AAPL
Apple Inc.

Technology
1.35K
+ 4.94%
$221.69 - $259.02 $299K - $350K
28.7K $7.18B
AMZN
Amazon Com Inc

Consumer Cyclical
371
+ 1.7%
$180.88 - $232.93 $67.1K - $86.4K
22.3K $4.88B
IVV
Ishares Core S&P 500 ETF

ETFs
666
+ 5.85%
$570.51 - $610.59 $380K - $407K
12K $7.09B
JPM
Jpmorgan Chase & CO

Financial Services
405
+ 4.17%
$205.18 - $250.29 $83.1K - $101K
10.1K $2.42B
CGGR
Capital Group Growth ETF Shs C

ETFs
5.2K
+ 10.14%
$34.49 - $39.24 $179K - $204K
56.5K $2.1B
META
Meta Platforms, Inc.

Communication Services
360
+ 6.36%
$554.08 - $632.68 $199K - $228K
6.02K $3.52B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
12.4K
+ 32.11%
$23.88 - $24.32 $296K - $301K
51K $1.22B
VIG
Vanguard Dividend Appreciation

ETFs
1.12K
+ 7.89%
N/A
15.3K $3B
CRWD
Crowd Strike Holdings, Inc.

Technology
250
+ 16.67%
$275.15 - $388.2 $68.8K - $97.1K
1.75K $599M
CGGO
Capital Group Global Growth Eq

ETFs
5.75K
+ 234.38%
$29.21 - $30.67 $168K - $176K
8.21K $240M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7.1K
+ 22.99%
$22.72 - $23.0 $161K - $163K
38K $866M
SPY
Spdr S&P 500 ETF Trust

ETFs
106
+ 1.47%
$567.81 - $607.81 $60.2K - $64.4K
7.33K $4.29B
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
7.2K
+ 33.01%
$22.1 - $22.59 $159K - $163K
29K $644M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
323
+ 46.95%
$442.29 - $483.08 $143K - $156K
1.01K $458M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.45K
+ 21.32%
$50.06 - $55.0 $223K - $245K
25.3K $1.27B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.94K
+ 92.89%
$24.82 - $25.48 $122K - $126K
10.2K $255M
CGDV
Capital Group Divid Value ETF

ETFs
3.96K
+ 20.39%
$35.16 - $37.12 $139K - $147K
23.4K $824M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
5.21K
+ 53.95%
$21.81 - $22.48 $114K - $117K
14.9K $326M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.97K
+ 10.87%
$43.84 - $48.76 $218K - $242K
50.7K $2.23B
TSLA
Tesla, Inc.

Consumer Cyclical
7
+ 1.06%
$213.65 - $479.86 $1.5K - $3.36K
667 $269M
EMR
Emerson Electric CO

Industrials
10
+ 0.16%
$108.13 - $134.33 $1.08K - $1.34K
6.32K $783M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
4.3K
+ 1075.0%
$21.25 - $22.07 $91.4K - $94.9K
4.7K $100M
BAC
Bank Of America Corp

Financial Services
4
+ 0.02%
$39.22 - $47.77 $157 - $191
21.1K $929M
ILCV
Ishares Morningstar Value ETF

ETFs
2.38K
+ 2.47%
$80.23 - $85.43 $191K - $203K
98.7K $7.99B
Capital Grp Fixed Incm ETF Tr Core Bond ETF
2.75K
+ 916.67%
N/A
3.05K $78.7M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
2.95K
+ 8.24%
$23.25 - $23.37 $68.6K - $68.9K
38.7K $903M
ET
Energy Transfer LP

Energy
1.07K
+ 9.94%
$16.05 - $19.86 $17.2K - $21.3K
11.8K $232M
CSCO
Cisco Systems, Inc.

Technology
190
+ 2.58%
$52.45 - $60.02 $9.97K - $11.4K
7.56K $447M
PYPL
Pay Pal Holdings, Inc.

Financial Services
265
+ 8.01%
$77.25 - $91.3 $20.5K - $24.2K
3.58K $305M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.08K
+ 9.47%
N/A
24K $578M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
2K
+ 200.0%
$22.71 - $23.47 $45.4K - $46.9K
3K $68.4M
Ge Vernova Inc Com
12
+ 2.39%
N/A
515 $169M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
72
+ 0.9%
$563.99 - $620.12 $40.6K - $44.6K
8.11K $4.62B
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
4.35K
+ 193.33%
$8.36 - $8.71 $36.4K - $37.9K
6.6K $54.5M
RDVY
First Trust Rising Dividend Ac

ETFs
611
+ 2.02%
$58.65 - $64.37 $35.8K - $39.3K
30.9K $1.83B
VGT
Vanguard Information Technolog

ETFs
46
+ 68.66%
$571.78 - $647.97 $26.3K - $29.8K
113 $70.5M
BMY
Bristol Myers Squibb CO

Healthcare
6
+ 0.1%
$51.92 - $59.94 $312 - $360
6.29K $356M
V
Visa Inc.

Financial Services
15
+ 2.58%
$273.87 - $320.91 $4.11K - $4.81K
596 $188M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
3.5K
+ 70.78%
$8.51 - $9.15 $29.8K - $32K
8.45K $72.5M
HON
Honeywell International Inc

Industrials
2
+ 0.15%
$202.84 - $236.0 $406 - $472
1.36K $308M
BX
Blackstone Inc.

Financial Services
4
+ 0.3%
$148.45 - $199.05 $594 - $796
1.33K $230M
XLY
Select Sector Spdr Consumer Di

ETFs
51
+ 9.94%
$194.8 - $239.43 $9.93K - $12.2K
564 $127M
FVD
First Tr Value Line Divid Inde

ETFs
4.77K
+ 4.78%
$43.4 - $46.7 $207K - $223K
104K $4.56B
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.35%
$486.1 - $608.57 $486 - $609
288 $165M
UNM
Unum Group

Financial Services
297
+ 300.0%
$58.88 - $77.07 $17.5K - $22.9K
396 $28.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
27.7K
+ 200.33%
$22.01 - $66.82 $609K - $1.85M
41.5K $941M
Activity Summary
Buys All Purchases 226 New Holdings 49 Increased Positions 177 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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