BARRETT & COMPANY, INC. has disclosed 593 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-06-30. The current portfolio value is calculated to be $221.00 Mil. The turnover rate is 3%.
In BARRETT & COMPANY, INC.'s current portfolio as of 2024-06-30, the top 5 holdings are
Vanguard Total Stock Market ETF (VTI), NVIDIA Corp (NVDA), iShares MSCI USA Min Vol Factor ETF (USMV), iShares S&P 500 Growth ETF (IVW), BTC iShares Morningstar Large-Cap Value ETF (JKF), not including call and put options.
BARRETT & COMPANY, INC. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for BARRETT & COMPANY, INC., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for BARRETT & COMPANY, INC., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for BARRETT & COMPANY, INC..