| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 8 | Q2 2024 | 8.0% |
| ISHARES TR | 8 | Q2 2024 | 6.0% |
| ISHARES TR | 8 | Q2 2024 | 4.8% |
| ISHARES TR | 8 | Q2 2024 | 3.9% |
| ISHARES TR | 8 | Q2 2024 | 3.0% |
| APPLE INC | 8 | Q2 2024 | 3.0% |
| NVIDIA CORPORATION | 8 | Q2 2024 | 6.2% |
| ISHARES TR | 8 | Q2 2024 | 2.9% |
| SPDR SER TR | 8 | Q2 2024 | 2.5% |
| SPDR S&P MIDCAP 400 ETF TR | 8 | Q2 2024 | 2.4% |
View BARRETT & COMPANY, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-04-17 |
| X-17A-5 | 2024-02-27 |
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-06-13 |
| 13F-HR | 2023-05-23 |
| 13F-HR | 2023-05-11 |
| X-17A-5 | 2023-02-28 |
View BARRETT & COMPANY, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.