Barlow Wealth Partners, Inc. Portfolio Holdings

Barlow Wealth Partners, Inc.

  • $735 Billion
  • Q1 2024

Barlow Wealth Partners, Inc. has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $735 Billion distributed in 152 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $41.9B, Microsoft Corp with a value of $38B, Visa Inc. with a value of $25.5B, Costco Wholesale Corp with a value of $22.5B, and Eog Resources Inc with a value of $21.9B.

Examining the 13F form we can see an increase of $31.2B in the current position value, from $704B to 735B.

Barlow Wealth Partners, Inc. is based out at Louisville, KY

Below you can find more details about Barlow Wealth Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $735 Billion
Technology: $206 Billion
Financial Services: $143 Billion
Healthcare: $94 Billion
Consumer Cyclical: $62.9 Billion
Communication Services: $61.8 Billion
Industrials: $53.7 Billion
Consumer Defensive: $29.1 Billion
Energy: $25.9 Billion
Other: $43.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.14T
$41.9 Billion 5.7% of portfolio
263,276
Q1 2024 Added 2.77%
$3.43T
$38 Billion 5.17% of portfolio
90,084
Q1 2024 Reduced 6.02%
$440B
$25.5 Billion 3.47% of portfolio
92,456
Q1 2024 Added 2.75%
$382B
$22.5 Billion 3.06% of portfolio
30,729
Q1 2024 Added 2.46%
$74.3B
$21.9 Billion 2.97% of portfolio
161,505
Q1 2024 Reduced 4.29%
$6.69B
$21.7 Billion 2.95% of portfolio
173,606
Q1 2024 Added 2.87%
$3.56T
$20.4 Billion 2.78% of portfolio
115,627
Q1 2024 Reduced 0.59%
$38.4B
$19.8 Billion 2.7% of portfolio
66,437
Q1 2024 Added 2.59%
$5.24B
$19.2 Billion 2.62% of portfolio
159,432
Q1 2024 Added 4.08%
$68.7B
$18.4 Billion 2.5% of portfolio
95,900
Q1 2024 Reduced 14.69%
$121B
$18.3 Billion 2.49% of portfolio
46,213
Q1 2024 Added 2.77%
$128B
$17.6 Billion 2.39% of portfolio
186,158
Q1 2024 Added 2.18%
$146B
$15.8 Billion 2.15% of portfolio
37,855
Q1 2024 Added 1.36%
$193B
$15.4 Billion 2.1% of portfolio
48,895
Q1 2024 Added 3.41%
$25.9B
$14.9 Billion 2.02% of portfolio
48,550
Q1 2024 Added 3.02%
$30.9B
$14.6 Billion 1.99% of portfolio
102,284
Q1 2024 Reduced 21.81%
$612B
$14.3 Billion 1.95% of portfolio
78,411
Q1 2024 Added 0.63%
$381B
$14.3 Billion 1.94% of portfolio
96,783
Q1 2024 Added 1.61%
$265B
$13.7 Billion 1.87% of portfolio
28,996
Q1 2024 Added 3.59%
$127B
$13 Billion 1.78% of portfolio
26,227
Q1 2024 Added 1,104.73%
$186B
$13.1 Billion 1.78% of portfolio
21,020
Q1 2024 Reduced 16.07%
$10.8B
$12.9 Billion 1.75% of portfolio
55,394
Q1 2024 New
$21B
$12.6 Billion 1.71% of portfolio
152,863
Q1 2024 New
$46.3B
$12.6 Billion 1.71% of portfolio
13,011
Q1 2024 Reduced 9.76%
$10.6B
$12.1 Billion 1.65% of portfolio
46,859
Q1 2024 Added 5.37%
$8.5B
$12 Billion 1.63% of portfolio
99,927
Q1 2024 Reduced 5.07%
$5.98B
$11.4 Billion 1.55% of portfolio
142,887
Q1 2024 Reduced 0.58%
$180B
$11.3 Billion 1.53% of portfolio
98,750
Q1 2024 Added 0.68%
$47.9B
$10.9 Billion 1.48% of portfolio
163,758
Q1 2024 Added 5.11%
Tko Group Holdings Inc
-
$10.9 Billion 1.48% of portfolio
-
Q1 2024 Added 4.28%
$63.8B
$10.7 Billion 1.46% of portfolio
412,884
Q1 2024 Added 2.22%
$24.2B
$10.5 Billion 1.44% of portfolio
67,997
Q1 2024 Added 2.88%
$53.1B
$10.4 Billion 1.42% of portfolio
44,053
Q1 2024 Added 4.59%
$3.23B
$10.2 Billion 1.39% of portfolio
198,047
Q1 2024 Reduced 41.95%
$12.8B
$10.1 Billion 1.37% of portfolio
32,918
Q1 2024 Added 3.17%
$69B
$9.98 Billion 1.36% of portfolio
154,577
Q1 2024 Added 2.79%
$238B
$9.89 Billion 1.35% of portfolio
143,421
Q1 2024 New
$36.7B
$8.89 Billion 1.21% of portfolio
26,434
Q1 2024 Added 4.14%
$8.59B
$7.23 Billion 0.98% of portfolio
36,507
Q1 2024 Added 5.08%
$30.8B
$6.98 Billion 0.95% of portfolio
35,108
Q1 2024 Added 3.77%
$26.1B
$6.53 Billion 0.89% of portfolio
56,727
Q1 2024 Reduced 47.93%
$38.6B
$6.47 Billion 0.88% of portfolio
5,505
Q1 2024 Added 2.51%
$28.1B
$6.38 Billion 0.87% of portfolio
71,329
Q1 2024 Reduced 52.41%
$320B
$6.07 Billion 0.83% of portfolio
6,882
Q1 2024 Reduced 8.51%
$168B
$5.07 Billion 0.69% of portfolio
128,783
Q1 2024 Added 3.03%
$367B
$4.26 Billion 0.58% of portfolio
7
Q4 2023 New
-
$3.17 Billion 0.43% of portfolio
-
Q1 2024 Reduced 7.03%
$1.44B
$2.75 Billion 0.37% of portfolio
62,648
Q4 2023 New
$1.11T
$2.72 Billion 0.37% of portfolio
17,275
Q1 2024 Added 2.98%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $735 Billion
  • Prior Value $704 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 11 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
Track This Portfolio

Track Barlow Wealth Partners, Inc. Portfolio

Follow Barlow Wealth Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Barlow Wealth Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Barlow Wealth Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email