Barlow Wealth Partners, Inc. Portfolio Holdings

Barlow Wealth Partners, Inc.

  • $790 Billion
  • Q4 2024

Barlow Wealth Partners, Inc. has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $790 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $51B, Microsoft Corp with a value of $39.9B, Houlihan Lokey, Inc. with a value of $35.4B, Visa Inc. with a value of $32.4B, and Costco Wholesale Corp with a value of $30.7B.

Examining the 13F form we can see an increase of $25.3B in the current position value, from $765B to 790B.

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 $790 Billion
Technology: $228 Billion
Financial Services: $172 Billion
Industrials: $73.2 Billion
Communication Services: $66.5 Billion
Healthcare: $63.9 Billion
Consumer Cyclical: $59.1 Billion
Consumer Defensive: $36.9 Billion
Utilities: $27.8 Billion
Other: $42.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.21T
$51 Billion 6.45% of portfolio
258,802
Q4 2024 Added 3.2%
$3.19T
$39.9 Billion 5.05% of portfolio
93,627
Q4 2024 Added 1.63%
$9B
$35.4 Billion 4.47% of portfolio
201,650
Q4 2024 Added 11.81%
$529B
$32.4 Billion 4.1% of portfolio
102,445
Q4 2024 Added 5.61%
$419B
$30.7 Billion 3.89% of portfolio
33,255
Q4 2024 Added 3.55%
$3.58T
$28.4 Billion 3.59% of portfolio
119,414
Q4 2024 Added 0.44%
$106B
$27.2 Billion 3.45% of portfolio
90,576
Q4 2024 Reduced 7.62%
$143B
$23.8 Billion 3.01% of portfolio
199,858
Q4 2024 Added 4.12%
$772B
$21.7 Billion 2.75% of portfolio
86,009
Q4 2024 Added 8.56%
$9.16B
$21.2 Billion 2.69% of portfolio
176,870
Q4 2024 Added 17.48%
$110B
$21.1 Billion 2.67% of portfolio
49,710
Q4 2024 Added 4.49%
$12.6B
$20.1 Billion 2.55% of portfolio
97,986
Q4 2024 Added 4.29%
$491B
$19.9 Billion 2.52% of portfolio
36,704
Q4 2024 Added 6.53%
$225B
$18.3 Billion 2.31% of portfolio
52,280
Q4 2024 Added 3.65%
$4.67B
$18 Billion 2.28% of portfolio
222,058
Q4 2024 Added 8.45%
Tko Group Holdings Inc
-
$17.9 Billion 2.27% of portfolio
-
Q4 2024 Added 4.63%
$51.8B
$17.1 Billion 2.17% of portfolio
47,428
Q4 2024 Added 2.51%
$351B
$17.1 Billion 2.17% of portfolio
125,730
Q4 2024 Reduced 0.53%
$3.86B
$17.1 Billion 2.16% of portfolio
270,435
Q4 2024 Added 4.63%
$74.3B
$16.3 Billion 2.06% of portfolio
174,977
Q4 2024 Added 4.07%
$4.71B
$16 Billion 2.02% of portfolio
125,768
Q4 2024 Added 2.51%
$10.3B
$15.5 Billion 1.96% of portfolio
92,449
Q4 2024 New
$15.8B
$15.3 Billion 1.94% of portfolio
255,219
Q4 2024 Added 6.1%
$41.3B
$15.3 Billion 1.93% of portfolio
71,602
Q4 2024 Added 3.25%
$24.1B
$15.2 Billion 1.93% of portfolio
30,359
Q4 2024 Added 6.12%
$9.09B
$15.2 Billion 1.92% of portfolio
110,872
Q4 2024 Added 5.89%
$56.7B
$15 Billion 1.9% of portfolio
13,735
Q4 2024 Added 2.68%
$104B
$14.7 Billion 1.86% of portfolio
164,000
Q4 2024 Added 3.0%
$303B
$13.1 Billion 1.66% of portfolio
18,081
Q4 2024 New
$45.6B
$11.9 Billion 1.51% of portfolio
31,619
Q4 2024 Reduced 31.33%
$13.9B
$11.8 Billion 1.49% of portfolio
35,962
Q4 2024 Added 5.32%
$198B
$10.9 Billion 1.38% of portfolio
100,666
Q4 2024 Added 0.85%
$172B
$10.8 Billion 1.36% of portfolio
17,305
Q4 2024 Added 3.08%
$48B
$9.63 Billion 1.22% of portfolio
4,744
Q4 2024 Added 2.62%
$16.2B
$9.25 Billion 1.17% of portfolio
46,359
Q4 2024 Reduced 7.9%
$2.14B
$4.48 Billion 0.57% of portfolio
61,517
Q4 2024 Reduced 3.45%
$421B
$4.13 Billion 0.52% of portfolio
6
Q3 2024 Reduced 14.29%
$387B
$3.74 Billion 0.47% of portfolio
25,816
Q4 2024 Reduced 9.0%
$1.18T
$3.38 Billion 0.43% of portfolio
17,275
Q1 2024 Added 2.98%
$2.35T
$2.81 Billion 0.36% of portfolio
12,572
Q4 2024 Added 0.71%
$92B
$2.5 Billion 0.32% of portfolio
6,472
Q4 2024 Added 0.08%
$610B
$2.47 Billion 0.31% of portfolio
5,395
Q4 2024 Added 0.41%
$465B
$2.24 Billion 0.28% of portfolio
20,096
Q4 2024 Reduced 0.27%
$80.2B
$2.03 Billion 0.26% of portfolio
10,109
Q4 2024 Reduced 0.79%
$147B
$1.9 Billion 0.24% of portfolio
7,077
Q4 2024 Reduced 9.94%
$208B
$1.47 Billion 0.19% of portfolio
5,199
Q4 2024 Added 0.21%
$124B
$1.52 Billion 0.19% of portfolio
5,180
Q4 2024 Reduced 14.56%
-
$1.46 Billion 0.18% of portfolio
-
Q4 2024 Reduced 17.19%
$10.5B
$1.38 Billion 0.18% of portfolio
4,127
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $790 Billion
  • Prior Value $765 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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