Barrett & Company, Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $231 Billion distributed in 579 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 $19.7B, Ishares Msci Usa Min Vol Facto with a value of $13.3B, Ishares S&P 500 Growth ETF with a value of $11.7B, Nvidia Corp with a value of $11.1B, and Ishares Morningstar Value ETF with a value of $7.92B.
Examining the 13F form we can see an increase of $9.84B in the current position value, from $221B to 231B.
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.
Portfolio value
$231 Billion
ETFs: $154 Billion
Technology: $25 Billion
Financial Services: $13.5 Billion
Industrials: $7.7 Billion
Communication Services: $7.49 Billion
Healthcare: $6.75 Billion
Consumer Cyclical: $6.22 Billion
Energy: $3.79 Billion
Other: $4.75 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
