BARRETT & COMPANY, INC.
Q4 2024 13F Holdings
- Locationprovidence, RI
- Num holdings
609
- Value ($000)
$237,009
- Date Filed01/28/2025
- Form type13F-HR
- CIK0000887602
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | TOTAL STK MKT | 922908769 | $21.24M | 9 % | 73,286 | ||
USMV ISHARES TR MSCI USA MIN VOL | MSCI USA MIN VOL | 46429B697 | $13.30M | 6 % | 149,741 | ||
IVW ISHARES S&P 500 GROWTH ETF | S&P 500 GRWT ETF | 464287309 | $12.82M | 5 % | 126,244 | ||
NVDA NVIDIA CORPORATION COM | COM | 67066G104 | $12.41M | 5 % | 92,436 | ||
ILCV ISHARES MORNINGSTAR VALUE ETF | MORNINGSTAR VALU | 464288109 | $7.99M | 3 % | 98,727 | ||
AAPL APPLE INC | COM | 037833100 | $7.18M | 3 % | 28,672 | ||
IVV ISHARES CORE S&P 500 ETF | CORE S&P500 ETF | 464287200 | $7.09M | 3 % | 12,045 | ||
XT ISHARES TR EXPONENTIAL TECH | EXPONENTIAL TECH | 46434V381 | $5.30M | 2 % | 88,908 | ||
VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | GROWTH ETF | 922908736 | $5.16M | 2 % | 12,579 | ||
AMZN AMAZON.COM INC | COM | 023135106 | $4.88M | 2 % | 22,257 |
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