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Barrett & Company

Latest statistics and disclosures from Barrett & Company's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, USMV, IVW, NVDA, ILCV, and represent 27.63% of Barrett & Company's stock portfolio.
Added to shares of these 10 stocks: VTI, VIG, USMV, ILCV, IVW, VB, IBTG, VEU, IBTF, CGGR.
Started 22 new stock positions in GLDM, XLI, SMIN, QUAL, CGCB, FDIS, PEO, GLW, TPG, NEAR. IGIB, FI, EXG, UHT, Vision Marine Technologies I, PAR, FIW, Grayscale Bitcoin Mini Trust BTC, INDA, SRV, FTEC, SCHD.
Reduced shares in these 10 stocks: NVDA, GOOGL, AMZN, AAPL, MSFT, BAC, LMT, LLY, SPY, MET.
Sold out of its positions in BSY, BLK, BF.A, CDNS, CLF, RQI, FDL, FGD, CIBR, GILD.
Barrett & Company was a net seller of stock by $-1.8M.
Barrett & Company has $231M in assets under management (AUM), dropping by 4.46%.
Central Index Key (CIK): 0000887602

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Portfolio Holdings for Barrett & Company

Barrett & Company holds 578 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Barrett & Company has 578 total positions. Only the first 250 positions are shown.

Sign up to view all of the Barrett & Company Sept. 30, 2024 positions
Download the Barrett & Company September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	8.6	$20M	+11%	70k	283.16	View chart
Ishares Tr Msci Usa Min Vol (USMV)	5.8	$13M	+6%	146k	91.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	5.1	$12M	+6%	122k	95.75	View chart
NVIDIA Corporation (NVDA)	4.8	$11M	-17%	91k	121.44	View chart
Ishares Tr Morningstar Valu (ILCV)	3.4	$7.9M	+10%	96k	82.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.8	$6.6M		11k	576.79	View chart
Apple (AAPL)	2.8	$6.4M	-12%	27k	233.00	View chart
Ishares Tr Exponential Tech (XT)	2.3	$5.4M		88k	60.88	View chart
Vanguard Index Fds Growth Etf (VUG)	2.1	$4.9M		13k	383.92	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	2.1	$4.8M		51k	93.11	View chart
Vanguard Index Fds Value Etf (VTV)	2.0	$4.7M		27k	174.57	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.0	$4.7M	+5%	74k	63.00	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	2.0	$4.6M		8.0k	569.68	View chart
First Tr Value Line Divid In SHS (FVD)	2.0	$4.5M		100k	45.49	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.8	$4.2M	+2%	47k	90.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$4.1M	-3%	7.2k	573.74	View chart
Amazon (AMZN)	1.8	$4.1M	-21%	22k	186.33	View chart
Microsoft Corporation (MSFT)	1.6	$3.6M	-11%	8.5k	430.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.4	$3.3M		63k	52.81	View chart
Meta Platforms Cl A (META)	1.4	$3.2M		5.7k	572.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$3.1M	-27%	19k	166.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$2.8M	+17%	12k	237.21	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.2	$2.8M	+72%	14k	198.06	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.9	$2.1M	+6%	46k	46.52	View chart
JPMorgan Chase & Co. (JPM)	0.9	$2.0M	-2%	9.7k	210.86	View chart
Newtekone Com New (NEWT)	0.8	$1.9M	-5%	152k	12.46	View chart
M&T Bank Corporation (MTB)	0.8	$1.8M		10k	178.11	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.8	$1.8M		30k	59.21	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.8	$1.8M	+8%	51k	34.79	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.7M		15k	117.22	View chart
Procter & Gamble Company (PG)	0.7	$1.6M	-4%	9.2k	173.19	View chart
Johnson & Johnson (JNJ)	0.7	$1.6M	-3%	9.6k	162.07	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$1.5M		8.0k	189.80	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.5	$1.3M		26k	49.41	View chart
Howmet Aerospace (HWM)	0.5	$1.2M		12k	100.26	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.5	$1.1M		21k	54.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$1.1M		6.3k	179.15	View chart
Textron (TXT)	0.5	$1.1M		12k	88.58	View chart
Ishares Tr Ibonds Dec24 Etf (IBDP)	0.4	$1.0M		41k	25.21	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.4	$1.0M		40k	25.10	View chart
MetLife (MET)	0.4	$975k	-14%	12k	82.48	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.4	$940k		39k	24.37	View chart
Chevron Corporation (CVX)	0.4	$934k		6.3k	147.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$922k		1.7k	527.66	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$918k		14k	66.52	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$896k		11k	78.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$881k		18k	47.85	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.4	$865k		39k	21.93	View chart
Bank of America Corporation (BAC)	0.4	$838k	-25%	21k	39.68	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.4	$838k	+34%	36k	23.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$829k		7.1k	116.95	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$789k	-7%	25k	31.78	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$780k		9.4k	83.15	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$772k	+5%	13k	57.83	View chart
Qualcomm (QCOM)	0.3	$743k	-2%	4.4k	170.04	View chart
HEICO Corporation (HEI)	0.3	$732k	-11%	2.8k	261.45	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$732k		9.2k	79.42	View chart
Merck & Co (MRK)	0.3	$715k	-7%	6.3k	113.56	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.3	$712k	+51%	31k	23.07	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$708k		19k	36.44	View chart
Emerson Electric (EMR)	0.3	$690k		6.3k	109.37	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.3	$658k	-10%	17k	39.69	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$653k	-15%	8.4k	78.05	View chart
Eli Lilly & Co. (LLY)	0.3	$652k	-30%	736.00	885.68	View chart
Aon Shs Cl A (AON)	0.3	$638k		1.8k	345.99	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.3	$595k		19k	31.63	View chart
International Business Machines (IBM)	0.3	$594k		2.7k	221.10	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.3	$585k	+2%	4.7k	125.46	View chart
Abbvie (ABBV)	0.3	$582k		2.9k	197.47	View chart
Ishares Em Mkts Div Etf (DVYE)	0.2	$577k		20k	28.70	View chart
Old Republic International Corporation (ORI)	0.2	$574k	-10%	16k	35.42	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$552k	+2%	5.7k	97.43	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$549k		5.1k	107.67	View chart
Xylem (XYL)	0.2	$541k	-7%	4.0k	135.03	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$540k		7.2k	75.11	View chart
UnitedHealth (UNH)	0.2	$537k		919.00	584.68	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.2	$533k		22k	24.30	View chart
Ishares Tr Ibonds 24 Trm Ts (IBTE)	0.2	$528k		22k	24.00	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$516k	+2%	6.6k	78.37	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$494k	+20%	22k	22.64	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$455k		3.4k	135.09	View chart
Lowe's Companies (LOW)	0.2	$441k		1.6k	270.85	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$433k		12k	36.38	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$421k		1.5k	280.47	View chart
Pfizer (PFE)	0.2	$418k		14k	28.94	View chart
Nike CL B (NKE)	0.2	$405k	-4%	4.6k	88.40	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$394k		7.4k	53.63	View chart
Cisco Systems (CSCO)	0.2	$392k	-13%	7.4k	53.22	View chart
CVS Caremark Corporation (CVS)	0.2	$388k	-4%	6.2k	62.88	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$387k		3.0k	128.20	View chart
Ge Aerospace Com New (GE)	0.2	$385k		2.0k	188.61	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$373k		7.4k	50.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$365k		1.5k	243.06	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$351k		3.5k	100.68	View chart
Verizon Communications (VZ)	0.2	$349k	+10%	7.8k	44.91	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$348k		3.0k	117.60	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$340k	+6%	10k	33.23	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$340k		4.2k	80.30	View chart
Advanced Micro Devices (AMD)	0.1	$331k		2.0k	164.08	View chart
Walt Disney Company (DIS)	0.1	$328k		3.4k	96.20	View chart
Bristol Myers Squibb (BMY)	0.1	$325k	-15%	6.3k	51.74	View chart
ConocoPhillips (COP)	0.1	$323k		3.1k	105.28	View chart
American Water Works (AWK)	0.1	$320k	-12%	2.2k	146.26	View chart
Lockheed Martin Corporation (LMT)	0.1	$317k	-46%	541.00	585.01	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$316k	-2%	688.00	459.93	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$314k		2.5k	125.61	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$303k		6.4k	47.21	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.1	$301k	-2%	3.3k	92.45	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$292k	+6%	1.5k	197.13	View chart
Pembina Pipeline Corp (PBA)	0.1	$291k		7.1k	41.24	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$288k		1.1k	263.80	View chart
Amgen (AMGN)	0.1	$288k		894.00	322.29	View chart
Danaher Corporation (DHR)	0.1	$282k	-20%	1.0k	278.02	View chart
Bank of New York Mellon Corporation (BK)	0.1	$282k		3.9k	71.86	View chart
Honeywell International (HON)	0.1	$281k		1.4k	206.68	View chart
Mastercard Incorporated Cl A (MA)	0.1	$274k	-6%	555.00	493.80	View chart
Cohen & Steers Ltd Dur Pfd I (LDP)	0.1	$272k		13k	21.75	View chart
Prospect Capital Corporation (PSEC)	0.1	$272k	+14%	51k	5.35	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)	0.1	$267k	+9%	12k	22.11	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$266k		6.0k	44.67	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.1	$260k		1.6k	162.76	View chart
Paypal Holdings (PYPL)	0.1	$258k		3.3k	78.03	View chart
At&t (T)	0.1	$243k	-5%	11k	22.00	View chart
Napco Security Systems (NSSC)	0.1	$242k		6.0k	40.46	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$242k		8.0k	30.23	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$242k		3.2k	76.01	View chart
Pepsi (PEP)	0.1	$234k	-2%	1.4k	170.05	View chart
Lam Research Corporation (LRCX)	0.1	$232k		284.00	817.37	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$224k		2.7k	83.74	View chart
Royce Value Trust (RVT)	0.1	$223k		14k	15.70	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$217k	+33%	9.7k	22.51	View chart
Abbott Laboratories (ABT)	0.1	$214k		1.9k	114.01	View chart
McDonald's Corporation (MCD)	0.1	$211k		693.00	304.33	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	0.1	$208k	+5%	3.3k	63.49	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$204k		1.3k	153.17	View chart
Alcon Ord Shs (ALC)	0.1	$200k	-16%	2.0k	100.07	View chart
Coca-Cola Company (KO)	0.1	$200k		2.8k	71.88	View chart
Brown Forman Corp CL B (BF.B)	0.1	$199k	+63%	4.1k	48.77	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$199k		1.5k	131.88	View chart
Duke Energy Corp Com New (DUK)	0.1	$190k		1.7k	115.32	View chart
Palo Alto Networks (PANW)	0.1	$190k		555.00	341.80	View chart
Eaton Corp SHS (ETN)	0.1	$188k		568.00	331.44	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$187k		3.7k	50.74	View chart
Nb Bancorp (NBBK)	0.1	$186k		10k	18.56	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.1	$178k		1.1k	169.23	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$173k	+10%	11k	16.05	View chart
Tesla Motors (TSLA)	0.1	$173k	-6%	660.00	261.63	View chart
Northern Trust Corporation (NTRS)	0.1	$171k		1.9k	90.03	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.1	$170k		1.4k	119.78	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$165k		960.00	171.93	View chart
Waste Management (WM)	0.1	$164k		790.00	207.64	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$163k		2.6k	62.69	View chart
Visa Com Cl A (V)	0.1	$160k		581.00	275.06	View chart
EastGroup Properties (EGP)	0.1	$159k	-19%	850.00	186.82	View chart
Washington Trust Ban (WASH)	0.1	$151k	+20%	4.7k	32.21	View chart
Paychex (PAYX)	0.1	$150k		1.1k	134.19	View chart
AFLAC Incorporated (AFL)	0.1	$150k		1.3k	111.78	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$149k	+3%	661.00	225.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$149k		2.4k	62.32	View chart
Novo-nordisk A S Adr (NVO)	0.1	$147k		1.2k	119.04	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$146k		2.5k	57.41	View chart
Goldman Sachs (GS)	0.1	$142k	-14%	287.00	495.44	View chart
Capital One Financial (COF)	0.1	$139k		926.00	149.65	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$136k		5.3k	25.53	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$135k	-9%	1.2k	110.47	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$134k		7.0k	19.20	View chart
Southern Company (SO)	0.1	$134k	+107%	1.5k	90.18	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$134k	+22%	3.3k	40.63	View chart
Home Depot (HD)	0.1	$132k		326.00	405.53	View chart
L3harris Technologies (LHX)	0.1	$131k	-46%	552.00	237.86	View chart
Ge Vernova (GEV)	0.1	$128k		503.00	254.98	View chart
GSK Sponsored Adr (GSK)	0.1	$127k		3.1k	40.88	View chart
Raytheon Technologies Corp (RTX)	0.1	$126k	-4%	1.0k	121.21	View chart
Target Corporation (TGT)	0.1	$123k		792.00	155.77	View chart
Enterprise Products Partners (EPD)	0.1	$122k		4.2k	29.11	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$121k	-3%	1.2k	101.86	View chart
General Mills (GIS)	0.1	$120k	-2%	1.6k	73.85	View chart
Dupont De Nemours (DD)	0.1	$117k	-38%	1.3k	89.08	View chart
Chipotle Mexican Grill (CMG)	0.0	$115k		2.0k	57.62	View chart
Olin Corp Com Par $1 (OLN)	0.0	$115k	-13%	2.4k	47.99	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.0	$115k		5.0k	23.12	View chart
MGM Resorts International. (MGM)	0.0	$112k	-25%	2.9k	39.09	View chart
FedEx Corporation (FDX)	0.0	$112k		409.00	273.37	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$112k		1.1k	101.33	View chart
Vanguard Admiral Fds Midcp 400 Grth (IVOG)	0.0	$110k		960.00	114.68	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$110k		2.4k	45.32	View chart
Carlyle Group (CG)	0.0	$110k		2.6k	43.06	View chart
Corning Incorporated (GLW)	0.0	$109k	NEW	2.4k	45.16	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$109k		1.3k	83.64	View chart
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)	0.0	$108k		6.2k	17.35	View chart
Marriott Intl Cl A (MAR)	0.0	$107k		430.00	248.60	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.0	$105k		9.0k	11.64	View chart
Illinois Tool Works (ITW)	0.0	$104k		397.00	261.94	View chart
Franklin Templeton (FTF)	0.0	$103k		16k	6.67	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$103k		513.00	200.26	View chart
General Dynamics Corporation (GD)	0.0	$102k		339.00	302.20	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.0	$100k		482.00	207.23	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$98k		1.1k	93.60	View chart
Charles Schwab Corporation (SCHW)	0.0	$98k	-4%	1.5k	64.81	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$98k		923.00	105.63	View chart
Boeing Company (BA)	0.0	$97k		640.00	152.13	View chart
Blackrock Innovation And Grw Shs Ben Int (BIGZ)	0.0	$95k		13k	7.55	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.0	$94k		9.0k	10.51	View chart
Agilent Technologies Inc C ommon (A)	0.0	$91k		610.00	148.48	View chart
Caterpillar (CAT)	0.0	$90k		231.00	391.53	View chart
Comcast Corp Cl A (CMCSA)	0.0	$89k	-2%	2.1k	41.77	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$89k		1.2k	72.61	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$88k		1.2k	76.70	View chart
Ishares Tr U S Equity Factr (LRGF)	0.0	$88k		1.5k	58.77	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$88k	+18%	778.00	112.98	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$87k	+7%	563.00	154.07	View chart
Royal Caribbean Cruises (RCL)	0.0	$86k		485.00	177.36	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$86k	+5%	1.3k	68.31	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$86k		588.00	145.67	View chart
3M Company (MMM)	0.0	$86k		626.00	136.78	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$85k		1.2k	69.67	View chart
Kraft Heinz (KHC)	0.0	$84k	-11%	2.4k	35.12	View chart
Union Pacific Corporation (UNP)	0.0	$83k		335.00	246.48	View chart
Nextera Energy (NEE)	0.0	$83k		976.00	84.53	View chart
Dover Corporation (DOV)	0.0	$80k	-42%	415.00	191.74	View chart
Intel Corporation (INTC)	0.0	$80k	-29%	3.4k	23.46	View chart
Altria (MO)	0.0	$77k		1.5k	51.06	View chart
Masimo Corporation (MASI)	0.0	$76k	-49%	567.00	133.24	View chart
Dow (DOW)	0.0	$75k	-4%	1.4k	54.65	View chart
First Tr Exchange-traded Intl Dev Strngth (FICS)	0.0	$75k		2.0k	37.48	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$74k	+643%	2.5k	30.15	View chart
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL)	0.0	$72k		2.0k	36.68	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$69k		1.3k	51.50	View chart
Smucker J M Com New (SJM)	0.0	$69k		565.00	121.18	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$68k		619.00	109.53	View chart
Shell Spon Ads (SHEL)	0.0	$68k		1.0k	65.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$68k	+16%	138.00	488.81	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.0	$67k		2.7k	24.46	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$66k		239.00	276.40	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$66k		749.00	88.14	View chart
Reddit Cl A (RDDT)	0.0	$66k		1.0k	65.92	View chart
Draftkings Com Cl A (DKNG)	0.0	$66k		1.7k	39.20	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.0	$65k		2.1k	30.27	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$65k		1.4k	47.53	View chart
Netflix (NFLX)	0.0	$62k		88.00	706.49	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$62k		950.00	64.74	View chart
Pitney Bowes (PBI)	0.0	$61k		8.5k	7.13	View chart
Teradyne (TER)	0.0	$59k	-19%	440.00	133.93	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$58k		320.00	181.99	View chart
Starbucks Corporation (SBUX)	0.0	$57k		580.00	97.49	View chart
Consolidated Edison (ED)	0.0	$56k		540.00	104.18	View chart
Itt (ITT)	0.0	$56k	-11%	375.00	149.51	View chart
Nuveen Select Mat Mun Sh Ben Int (NIM)	0.0	$56k		6.0k	9.26	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$55k		584.00	93.90	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.0	$54k		1.1k	51.13	View chart

Past Filings by Barrett & Company

SEC 13F filings are viewable for Barrett & Company going back to 2023

Barrett & Company 2024 Q3 filed Oct. 24, 2024
Barrett & Company 2024 Q2 filed July 25, 2024
Barrett & Company 2024 Q1 filed April 17, 2024
Barrett & Company 2023 Q4 filed Jan. 24, 2024
Barrett & Company 2023 Q3 filed Oct. 23, 2023
Barrett & Company 2023 Q2 filed July 27, 2023
Barrett & Company 2022 Q3 filed June 13, 2023
Barrett & Company 2022 Q4 filed May 23, 2023
Barrett & Company 2023 Q1 filed May 11, 2023

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