Barrett & Company, Inc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $232 Billion distributed in 620 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 $20.6B, Ishares Msci Usa Min Vol Facto with a value of $13.8B, Ishares S&P 500 Growth ETF with a value of $11.8B, Nvidia Corp with a value of $10.5B, and Ishares Morningstar Value ETF with a value of $7.58B.
Examining the 13F form we can see an decrease of $4.69B in the current position value, from $237B to 232B.
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
$232 Billion
ETFs: $155 Billion
Technology: $24.4 Billion
Financial Services: $14.3 Billion
Communication Services: $8.21 Billion
Industrials: $7.14 Billion
Healthcare: $6.54 Billion
Consumer Cyclical: $6.2 Billion
Energy: $4.04 Billion
Other: $4.46 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
