Fund HoldingsBARRETT & COMPANY, INC.

Total Portfolio Value
$220.95M
Total Bought
$15.12M
Total Sold
$4.91M
Net Transaction
+$10.21M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)11,414110,248+98,83410,31313,6206.16%+3,307
VANGUARD INDEX FDS010,126+10,12602,2081.00%+2,208
ALPHABET INC(GOOG)22,37725,928+3,5513,3904,7362.14%+1,346
APPLE INC(AAPL)30,98731,049+625,3146,5402.96%+1,226
ISHARES TR113,389114,506+1,1179,57510,5964.80%+1,022
ISHARES TR
MSCI USA MIN ETF
130,374137,003+6,62910,89711,5035.21%+606
AON PLC(AON)01,843+1,84305410.24%+541
AMAZON COM INC(AMZN)27,13328,033+9004,8945,4172.45%+523
VANGUARD SPECIALIZED FUNDS6,3318,231+1,9001,1561,5030.68%+346
VANGUARD INDEX FDS12,98912,753-2364,4714,7702.16%+299
SPDR S&P 500 ETF TR(SPY)7,2687,517+2493,8014,0911.85%+290
MICROSOFT CORP(MSFT)9,6359,600-354,0544,2911.94%+237
ALCON AG(ALC)02,400+2,40002140.10%+214
DANAHER CORPORATION(DHR)01,270+1,27003170.14%+317
NEWTEKONE INC0159,824+159,82402,0090.91%+2,009
HEICO CORP NEW(HEI)03,175+3,17507100.32%+710
BOOZ ALLEN HAMILTON HLDG COR01,600+1,60002460.11%+246
ISHARES TR10,60018,100+7,5002354000.18%+165
QUALCOMM INC(QCOM)4,4134,470+577478900.40%+143
ELI LILLY &CO(LLY)1,0511,052+18189530.43%+135
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
44,90047,100+2,2001,4361,5490.70%+113
HOWMET AEROSPACE INC(HWM)12,06912,074+58269370.42%+111
DIREXION SHS ETF TR
DAI SEM BUL ETF
01,956+1,95601080.05%+108
ISHARES TR
CORE MSCI EAFE
8,2729,850+1,5786147160.32%+102
CROWDSTRIKE HLDGS INC(CRWD)1,5001,50004815750.26%+94
GE VERNOVA INC(GEV)0510+5100870.04%+87
ISHARES TR03,345+3,34504050.18%+405
LAM RESEARCH CORP(LRCX)0284+28403030.14%+303
NAPCO SEC TECHNOLOGIES INC(NSSC)5,9805,986+62403110.14%+71
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
01,000+1,0000560.03%+56
EATON VANCE TAX-MANAGED GLOB(ETW)06,600+6,6000550.03%+55
VANGUARD INTL EQUITY INDEX F69,83970,712+8734,0964,1471.88%+51
PACER FDS TR
US CASH COWS 100
10,99212,599+1,6076396870.31%+48
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
07,000+7,00001310.06%+131
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
19,14221,217+2,0751,0281,0720.49%+44
VANGUARD INTL EQUITY INDEX F018,469+18,46908080.37%+808
VANGUARD INDEX FDS1,7481,74808408740.40%+34
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
0994+9940320.01%+32
INVESCO EXCHANGE TRADED FD T
RAFI US 1500
0750+7500290.01%+29
XYLEM INC(XYL)4,3414,344+35615890.27%+28
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
10,65111,901+1,2503713970.18%+26
AMGEN INC(AMGN)0891+89102790.13%+279
ISHARES INC019,912+19,91205410.24%+541
SCHWAB STRATEGIC TR13,76713,76708408660.39%+25
ISHARES TR11,78311,362-4216,1956,2172.81%+23
EATON VANCE TAX-MANAGED DIVE
COM
03,250+3,2500460.02%+46
ISHARES TR19,41220,424+1,0124414630.21%+22
EATON VANCE TAX-MANAGED BUY-(ETV)02,500+2,5000340.02%+34
BENTLEY SYS INC(BSY)0500+5000250.01%+25
AT&T INC(T)011,693+11,69302230.10%+223
LOCKHEED MARTIN CORP(LMT)01,020+1,02004760.22%+476
NOVO-NORDISK A S(NVO)1,2251,231+61571760.08%+18
NUVEEN REAL ASSET INCOME &G03,250+3,2500400.02%+40
TESLA INC(TSLA)0705+70501400.06%+140
ISHARES TR01,504+1,50401920.09%+192
INTUITIVE SURGICAL INC0156+1560690.03%+69
REDDIT INC(RDDT)1,0001,000049640.03%+15
PEMBINA PIPELINE CORP(PBA)07,002+7,00202600.12%+260
NB BANCORP INC(NBBK)10,00010,00001371510.07%+14
SPDR GOLD TR(GLD)01,501+1,50103230.15%+323
L3HARRIS TECHNOLOGIES INC(LHX)01,029+1,02902310.10%+231
GOLDMAN SACHS GROUP INC(GS)0335+33501520.07%+152
HONEYWELL INTL INC(HON)01,358+1,35802900.13%+290
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0641+64101450.07%+145
JPMORGAN CHASE &CO.(JPM)10,0249,982-422,0082,0190.91%+11
THERMO FISHER SCIENTIFIC INC(TMO)0120+1200660.03%+66
PACER FDS TR
US SM CAP CA ETF
37,91243,037+5,1251,8641,8750.85%+11
MARKEL GROUP INC(MKL)057+570900.04%+90
PROCTER AND GAMBLE CO(PG)9,7269,624-1021,5781,5870.72%+9
CHIPOTLE MEXICAN GRILL INC(CMG)02,000+2,00001250.06%+125
ISHARES TR02,499+2,49902970.13%+297
DUPONT DE NEMOURS INC(DD)2,1452,150+51641730.08%+9
TERADYNE INC(TER)0547+5470810.04%+81
ROYAL CARIBBEAN GROUP
COM
0485+4850770.03%+77
HERSHEY CO(HSY)040+40070.00%+7
SOLVENTUM CORP(SOLV)0130+130070.00%+7
ALTRIA GROUP INC(MO)01,530+1,5300700.03%+70
MICRON TECHNOLOGY INC(MU)0474+4740620.03%+62
PITNEY BOWES INC(PBI)08,500+8,5000430.02%+43
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0619+6190640.03%+64
NETFLIX INC(NFLX)088+880590.03%+59
AMERICAN WTR WKS CO INC NEW02,494+2,49403220.15%+322
ENERGY TRANSFER L P(ET)09,706+9,70601570.07%+157
ISHARES INC
CORE MSCI EMKT
02,543+2,54301360.06%+136
STEEL DYNAMICS INC(STLD)0100+1000130.01%+13
TYLER TECHNOLOGIES INC(TYL)070+700350.02%+35
SHELL PLC(SHEL)01,026+1,0260740.03%+74
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
19,59519,417-1786356410.29%+5
FIRST TR EXCHNG TRADED FD VI
VEST BUFFERED
11,09811,09802372420.11%+5
FAIR ISAAC CORP(FICO)020+200300.01%+30
VANGUARD BD INDEX FDS06,428+6,42804810.22%+481
AFLAC INC(AFL)01,340+1,34001200.05%+120
OLD REP INTL CORP(ORI)018,155+18,15505610.25%+561
ISHARES TR040,669+40,66901,0220.46%+1,022
COCA COLA CO(KO)02,781+2,78101770.08%+177
FEDEX CORP(FDX)0408+40801220.06%+122
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
07,381+7,38103590.16%+359
INVESCO QQQ TR0118+1180570.03%+57
DOVER CORP(DOV)0727+72701310.06%+131
ISHARES TR0237+2370630.03%+63
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