Barrett & Company

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

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Portfolio Holdings for Barrett & Company

Barrett & Company holds 616 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Barrett & Company has 616 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 6.6 $12M +15% 51k 237.22
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Ishares Tr Msci Usa Min Vol (USMV) 5.4 $10M 128k 78.03
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Ishares Tr S&p 500 Grwt Etf (IVW) 4.6 $8.4M +6% 112k 75.10
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Ishares Tr Morningstar Valu (ILCV) 3.5 $6.5M +7% 92k 70.62
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Ishares Tr Core S&p500 Etf (IVV) 3.0 $5.5M 12k 477.61
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Ishares Tr Exponential Tech (XT) 2.8 $5.2M 86k 59.87
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Apple (AAPL) 2.7 $5.1M -4% 26k 192.53
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NVIDIA Corporation (NVDA) 2.4 $4.5M -12% 9.1k 495.25
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 2.4 $4.4M 53k 83.63
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Vanguard Index Fds Growth Etf (VUG) 2.3 $4.2M -4% 13k 310.87
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.2 $4.0M -4% 7.9k 507.37
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Vanguard Index Fds Value Etf (VTV) 2.1 $3.9M 26k 149.50
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.1 $3.9M +4% 69k 56.14
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Microsoft Corporation (MSFT) 2.1 $3.8M -4% 10k 376.04
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First Tr Value Line Divid In SHS (FVD) 2.1 $3.8M +2% 94k 40.56
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First Tr Exchange-traded Cap Strength Etf (FTCS) 1.9 $3.5M +6% 44k 80.04
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Amazon (AMZN) 1.9 $3.4M -24% 23k 151.94
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $3.1M +15% 6.6k 475.33
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $3.0M 63k 47.90
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Newtekone Com New (NEWT) 1.3 $2.4M 175k 13.80
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Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.9M +9% 8.8k 213.33
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Alphabet Cap Stk Cl A (GOOGL) 1.0 $1.8M -37% 13k 139.69
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Pacer Fds Tr Pacer Us Small (CALF) 0.9 $1.6M +7% 34k 48.03
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M&T Bank Corporation (MTB) 0.8 $1.5M -38% 11k 137.08
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Johnson & Johnson (JNJ) 0.8 $1.5M -4% 9.8k 156.74
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.8 $1.5M -7% 30k 51.67
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Exxon Mobil Corporation (XOM) 0.8 $1.5M 15k 99.98
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Meta Platforms Cl A (META) 0.7 $1.3M +8% 3.7k 353.93
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Procter & Gamble Company (PG) 0.7 $1.3M 8.9k 146.54
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Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $1.3M -10% 7.8k 165.25
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.7 $1.3M 27k 48.32
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Vanguard Specialized Funds Div App Etf (VIG) 0.6 $1.1M -7% 6.5k 170.41
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JPMorgan Chase & Co. (JPM) 0.6 $1.1M 6.4k 170.09
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.6 $1.1M +30% 39k 28.23
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $1.0M 6.5k 157.80
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Bank of America Corporation (BAC) 0.6 $1.0M -6% 31k 33.67
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Ishares Tr Ibonds Dec24 Etf (IBDP) 0.5 $1.0M 41k 24.91
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Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.5 $1.0M 41k 24.76
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Textron (TXT) 0.5 $968k 12k 80.42
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Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 0.5 $959k 45k 21.14
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Chevron Corporation (CVX) 0.5 $945k 6.3k 149.16
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MetLife (MET) 0.5 $925k 14k 66.13
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Ishares Tr Ibonds 27 Etf (IBDS) 0.5 $914k +114% 38k 23.93
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $876k -2% 11k 77.02
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Boeing Company (BA) 0.5 $842k -19% 3.2k 260.64
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Alphabet Cap Stk Cl C (GOOG) 0.4 $819k NEW 5.8k 140.93
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First Tr Exchange-traded Ft Cboe Vest S&p (KNG) 0.4 $807k 16k 51.68
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $769k 9.4k 82.04
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Ishares Tr Core S&p Scp Etf (IJR) 0.4 $767k 7.1k 108.25
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.4 $765k 14k 55.67
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Merck & Co (MRK) 0.4 $764k 7.0k 109.03
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $764k 1.7k 436.79
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $752k 18k 41.10
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CVS Caremark Corporation (CVS) 0.4 $741k -2% 9.4k 78.96
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $741k 9.6k 77.37
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $738k 26k 28.64
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Emerson Electric (EMR) 0.4 $677k 7.0k 97.33
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Howmet Aerospace (HWM) 0.4 $671k 12k 54.12
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $635k 19k 33.25
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Bristol Myers Squibb (BMY) 0.3 $606k 12k 51.31
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Pacer Fds Tr Developed Mrkt (ICOW) 0.3 $585k +21% 19k 31.24
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Old Republic International Corporation (ORI) 0.3 $584k 20k 29.40
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Ishares Tr Core Msci Eafe (IEFA) 0.3 $581k 8.3k 70.35
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UnitedHealth (UNH) 0.3 $560k +18% 1.1k 526.47
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HEICO Corporation (HEI) 0.3 $560k 3.1k 178.88
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Ishares Em Mkts Div Etf (DVYE) 0.3 $540k 20k 26.49
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $528k +8% 7.2k 73.55
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $523k 5.1k 103.07
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Nike CL B (NKE) 0.3 $523k 4.8k 108.57
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Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $521k +9% 22k 23.90
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.3 $521k 22k 23.86
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Xylem (XYL) 0.3 $502k 4.4k 114.35
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Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $490k 5.5k 88.36
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.3 $485k 21k 23.28
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First Tr Nas100 Eq Weighted SHS (QQEW) 0.3 $480k 4.1k 117.44
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $479k +50% 9.2k 51.99
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Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $478k 6.3k 76.38
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Abbvie (ABBV) 0.3 $464k 3.0k 154.96
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Eli Lilly & Co. (LLY) 0.2 $457k -30% 784.00 582.70
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Lockheed Martin Corporation (LMT) 0.2 $456k -31% 1.0k 453.04
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Ishares Tr Pfd And Incm Sec (PFF) 0.2 $446k -4% 14k 31.19
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Pfizer (PFE) 0.2 $445k -5% 16k 28.79
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International Business Machines (IBM) 0.2 $437k 2.7k 163.57
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Cisco Systems (CSCO) 0.2 $425k 8.4k 50.52
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $384k -2% 7.4k 52.20
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $383k +34% 13k 29.84
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $377k -2% 3.8k 99.78
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Lowe's Companies (LOW) 0.2 $362k 1.6k 222.55
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Lam Research Corporation (LRCX) 0.2 $361k +27% 461.00 783.30
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Palo Alto Networks (PANW) 0.2 $356k +18% 1.2k 294.88
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Verizon Communications (VZ) 0.2 $355k -5% 9.4k 37.70
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American Water Works (AWK) 0.2 $354k 2.7k 131.97
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $353k 7.2k 49.37
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ConocoPhillips (COP) 0.2 $353k 3.0k 116.07
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $342k 4.4k 77.39
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $337k 3.0k 111.63
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Walt Disney Company (DIS) 0.2 $319k -2% 3.5k 90.28
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 0.2 $315k +20% 3.6k 88.49
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Adobe Systems Incorporated (ADBE) 0.2 $312k +50% 523.00 596.60
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Ishares Tr Select Divid Etf (DVY) 0.2 $307k 2.6k 117.22
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Honeywell International (HON) 0.2 $305k -32% 1.5k 209.68
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Ishares Tr Core High Dv Etf (HDV) 0.2 $298k 2.9k 101.97
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Amgen (AMGN) 0.2 $298k 1.0k 288.03
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.2 $297k 13k 22.85
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First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $295k 9.0k 32.77
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.2 $294k +2% 6.3k 46.36
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Spdr Gold Tr Gold Shs (GLD) 0.2 $287k 1.5k 191.17
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Prospect Capital Corporation (PSEC) 0.2 $286k 48k 5.99
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $270k -2% 758.00 356.42
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General Electric Com New (GE) 0.1 $264k 2.1k 127.60
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $262k 2.5k 105.24
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Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $256k 2.0k 127.91
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $255k 3.1k 81.28
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Mastercard Incorporated Cl A (MA) 0.1 $254k 596.00 426.23
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $254k +5% 1.1k 232.59
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Pepsi (PEP) 0.1 $249k -3% 1.5k 169.84
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $242k 1.4k 173.86
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $239k 6.0k 40.06
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First Tr Exchng Traded Fd Vi Cboe Vest Buferd (BUFT) 0.1 $237k 11k 20.83
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Pembina Pipeline Corp (PBA) 0.1 $237k -7% 6.9k 34.42
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Royce Value Trust (RVT) 0.1 $230k 16k 14.56
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Cohen & Steers Ltd Dur Pfd I (LDP) 0.1 $227k 12k 18.43
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $224k 4.3k 52.37
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Ishares Tr Intl Sel Div Etf (IDV) 0.1 $224k +2% 8.0k 27.99
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Bank of New York Mellon Corporation (BK) 0.1 $223k 4.3k 52.05
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L3harris Technologies (LHX) 0.1 $215k -32% 1.0k 210.67
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At&t (T) 0.1 $213k -16% 13k 16.78
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Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.1 $211k 3.1k 67.13
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Napco Security Systems (NSSC) 0.1 $211k 6.2k 34.25
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Abbott Laboratories (ABT) 0.1 $206k -6% 1.9k 110.07
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McDonald's Corporation (MCD) 0.1 $203k -4% 686.00 296.45
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EastGroup Properties (EGP) 0.1 $193k 1.1k 183.54
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $185k 3.7k 50.23
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Intel Corporation (INTC) 0.1 $184k +6% 3.7k 50.25
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Ishares Tr Mrning Sm Cp Etf (ISCV) 0.1 $183k -27% 3.1k 59.22
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Tesla Motors (TSLA) 0.1 $176k 710.00 248.48
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Northern Trust Corporation (NTRS) 0.1 $169k 2.0k 84.38
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Coca-Cola Company (KO) 0.1 $167k 2.8k 58.92
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Duke Energy Corp Com New (DUK) 0.1 $166k -9% 1.7k 97.06
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Align Technology (ALGN) 0.1 $157k 571.00 274.00
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $156k 1.5k 104.08
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Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.1 $153k 1.4k 107.60
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $152k 960.00 158.06
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Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.1 $151k 1.0k 145.02
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Visa Com Cl A (V) 0.1 $151k -3% 581.00 260.33
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Olin Corp Com Par $1 (OLN) 0.1 $150k 2.8k 53.94
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Ishares Tr Tips Bd Etf (TIP) 0.1 $145k 1.4k 107.49
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Waste Management (WM) 0.1 $143k -3% 800.00 179.10
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Brown Forman Corp CL B (BF.B) 0.1 $142k 2.5k 57.10
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Ishares Tr Core Div Grwth (DGRO) 0.1 $140k 2.6k 53.82
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GSK Sponsored Adr (GSK) 0.1 $138k -25% 3.7k 37.06
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Eaton Vance Limited Duration Income Fund (EVV) 0.1 $137k 14k 9.58
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Eaton Corp SHS (ETN) 0.1 $137k 568.00 240.82
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Paychex (PAYX) 0.1 $133k -3% 1.1k 119.11
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Masimo Corporation (MASI) 0.1 $133k -33% 1.1k 117.23
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $132k 477.00 277.15
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Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $132k 9.6k 13.80
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Washington Trust Ban (WASH) 0.1 $130k 4.0k 32.38
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Dupont De Nemours (DD) 0.1 $129k 1.7k 76.94
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Goldman Sachs (GS) 0.1 $128k 332.00 385.60
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Ishares Core Msci Emkt (IEMG) 0.1 $128k 2.5k 50.57
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Comcast Corp Cl A (CMCSA) 0.1 $125k -6% 2.9k 43.85
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Franklin Templeton (FTF) 0.1 $125k 20k 6.22
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Blackstone Group Inc Com Cl A (BX) 0.1 $124k -11% 950.00 130.86
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Select Sector Spdr Tr Technology (XLK) 0.1 $123k 641.00 192.48
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Home Depot (HD) 0.1 $123k -13% 356.00 346.08
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Capital One Financial (COF) 0.1 $121k 926.00 131.05
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Target Corporation (TGT) 0.1 $118k 831.00 142.43
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PPG Industries (PPG) 0.1 $114k +10% 763.00 149.49
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Novo-nordisk A S Adr (NVO) 0.1 $114k +10% 1.1k 103.45
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Ishares Tr U.s. Real Es Etf (IYR) 0.1 $112k 1.2k 91.40
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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $111k +90% 4.9k 22.70
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General Mills (GIS) 0.1 $111k 1.7k 65.14
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AFLAC Incorporated (AFL) 0.1 $110k 1.3k 82.48
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Enterprise Products Partners (EPD) 0.1 $110k 4.2k 26.35
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Dover Corporation (DOV) 0.1 $110k 716.00 153.91
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Charles Schwab Corporation (SCHW) 0.1 $109k 1.6k 68.80
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $109k 1.1k 98.60
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Blackrock Innovation And Grw Shs Ben Int (BIGZ) 0.1 $108k -9% 15k 7.33
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National Grid Sponsored Adr Ne (NGG) 0.1 $106k -19% 1.6k 67.99
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Calamos Conv Opportunities & Sh Ben Int (CHI) 0.1 $106k 10k 10.36
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Select Sector Spdr Tr Financial (XLF) 0.1 $105k 2.8k 37.60
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Illinois Tool Works (ITW) 0.1 $104k -8% 397.00 261.81
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FedEx Corporation (FDX) 0.1 $103k -13% 406.00 252.74
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Marriott Intl Cl A (MAR) 0.1 $102k 453.00 225.51
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West Pharmaceutical Services (WST) 0.1 $102k 289.00 352.38
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Qualcomm (QCOM) 0.1 $101k 698.00 144.62
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Copart (CPRT) 0.1 $101k 2.1k 49.00
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Kraft Heinz (KHC) 0.1 $100k 2.7k 36.99
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $99k 1.1k 93.97
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $98k 1.3k 75.36
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Cme (CME) 0.1 $95k 452.00 210.60
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $95k 2.7k 35.20
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Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.1 $94k 960.00 98.27
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Brown Forman Corp Cl A (BF.A) 0.1 $94k 1.6k 59.59
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $94k 4.2k 22.39
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General Dynamics Corporation (GD) 0.1 $93k 359.00 259.67
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Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.1 $93k 6.2k 14.87
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Raytheon Technologies Corp (RTX) 0.0 $92k +2% 1.1k 84.17
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $92k 512.00 178.84
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Chipotle Mexican Grill (CMG) 0.0 $92k 40.00 2286.95
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Nextera Energy (NEE) 0.0 $91k -21% 1.5k 60.74
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $91k 1.0k 89.12
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IDEXX Laboratories (IDXX) 0.0 $89k 160.00 555.05
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Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.0 $89k 482.00 183.53
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Danaher Corporation (DHR) 0.0 $87k 375.00 231.17
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First Tr Exchange-traded Limited Duration (FSIG) 0.0 $85k 4.5k 18.96
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Agilent Technologies Inc C ommon (A) 0.0 $85k 610.00 139.03
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.0 $84k 3.3k 25.09
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Caterpillar (CAT) 0.0 $84k 282.00 296.11
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Union Pacific Corporation (UNP) 0.0 $82k 335.00 245.62
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Syntax Etf Tr Stratified Smcp (SSLY) 0.0 $81k 1.8k 44.72
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Ishares Tr Ishares Biotech (IBB) 0.0 $80k 588.00 135.91
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $80k 1.2k 69.34
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Ishares Tr Core Msci Total (IXUS) 0.0 $79k 1.2k 64.95
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Nuveen Muni Value Fund (NUV) 0.0 $76k -14% 8.8k 8.60
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Smucker J M Com New (SJM) 0.0 $74k 588.00 126.51
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $73k -6% 655.00 110.73
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Ishares Tr U S Equity Factr (LRGF) 0.0 $72k 1.5k 48.29
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Etf Managers Tr Prime Cybr Scrty (HACK) 0.0 $72k +19% 1.2k 60.41
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $71k 523.00 136.42
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3M Company (MMM) 0.0 $71k -10% 649.00 109.25
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Teradyne (TER) 0.0 $70k 647.00 108.57
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Starbucks Corporation (SBUX) 0.0 $68k 705.00 96.01
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Shell Spon Ads (SHEL) 0.0 $68k 1.0k 65.80
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First Tr Exchange-traded Intl Dev Strngth (FICS) 0.0 $68k 2.0k 33.75
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Ford Motor Company (F) 0.0 $66k 5.4k 12.19
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DNP Select Income Fund (DNP) 0.0 $65k 7.6k 8.48
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Royal Caribbean Cruises (RCL) 0.0 $65k 500.00 129.49
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $63k 1.3k 47.24
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Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) 0.0 $63k 2.7k 23.08
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Msci (MSCI) 0.0 $60k 106.00 565.77
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Markel Corporation (MKL) 0.0 $60k 42.00 1419.90
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Select Sector Spdr Tr Energy (XLE) 0.0 $60k +9% 710.00 83.84
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Draftkings Com Cl A (DKNG) 0.0 $59k 1.7k 35.25
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Altria (MO) 0.0 $58k 1.4k 40.34
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $58k 749.00 77.73
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Fidelity Covington Trust Enhanced Intl 0.0 $57k NEW 2.1k 26.51
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BP Sponsored Adr (BP) 0.0 $57k 1.6k 35.40
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Vaneck Etf Trust Bdc Income Etf (BIZD) 0.0 $56k 3.5k 16.04
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Tradeweb Mkts Cl A (TW) 0.0 $56k 615.00 90.91
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $55k 950.00 57.96
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Newell Rubbermaid (NWL) 0.0 $55k 6.3k 8.68
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.0 $55k 465.00 117.21
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Southern Company (SO) 0.0 $54k -24% 766.00 70.12
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Itt (ITT) 0.0 $54k 449.00 119.32
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Consolidated Edison (ED) 0.0 $53k -14% 585.00 91.02
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Ishares Tr S&p 100 Etf (OEF) 0.0 $53k 237.00 223.39
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Nuveen Select Mat Mun Sh Ben Int (NIM) 0.0 $53k 6.0k 8.82
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $53k 619.00 85.37
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Past Filings by Barrett & Company

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