Barlow Wealth Partners, Inc. Reduced Holdings in Q2 2025

Barlow Wealth Partners, Inc.

  • $836 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-20.4K
- 95.56%
$713.71 - $898.95 $14.6M - $18.4M
949 $740M
UNH
Unitedhealth Group Inc

Healthcare
-21.1K
- 44.38%
$274.35 - $599.47 $5.78M - $12.6M
26.4K $8.12B
XOM
Exxon Mobil Corp

Energy
-96.1K
- 82.38%
$99.93 - $119.04 $9.6M - $11.4M
20.6K $2.28B
CHDN
Churchill Downs Inc

Consumer Cyclical
-109K
- 86.48%
$87.99 - $111.79 $9.6M - $12.2M
17K $1.79B
PAYC
Paycom Software, Inc.

Technology
-18.5K
- 18.7%
$193.07 - $265.71 $3.57M - $4.91M
80.3K $18.3B
AAPL
Apple Inc.

Technology
-8.86K
- 6.86%
$172.42 - $223.89 $1.53M - $1.98M
120K $25.6B
MCD
Mcdonalds Corp

Consumer Cyclical
-65
- 1.16%
$285.55 - $321.23 $18.6K - $20.9K
5.53K $1.63B
HUM
Humana Inc

Healthcare
-133
- 4.88%
$224.93 - $295.04 $29.9K - $39.2K
2.59K $632M
KR
Kroger CO

Consumer Defensive
-1K
- 5.08%
$64.62 - $74.0 $64.6K - $74K
18.7K $1.31B
WPC
W. P. Carey Inc.

Real Estate
-843
- 16.7%
$56.12 - $64.53 $47.3K - $54.4K
4.21K $266M
PG
Procter & Gamble CO

Consumer Defensive
-168
- 1.86%
$157.66 - $172.39 $26.5K - $29K
8.86K $1.43B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-666
- 12.67%
$63.54 - $68.5 $42.3K - $45.6K
4.59K $319M
WAT
Waters Corp

Healthcare
-100
- 14.29%
$307.71 - $366.67 $30.8K - $36.7K
600 $211M
MO
Altria Group, Inc.

Consumer Defensive
-396
- 7.71%
$55.56 - $60.91 $22K - $24.1K
4.74K $281M
ABC
Amerisourcebergen Corp

Healthcare
-71
- 5.3%
N/A
1.27K $369M
ADP
Automatic Data Processing Inc

Industrials
-261
- 5.15%
$276.76 - $326.81 $72.2K - $85.3K
4.81K $1.47B
PEP
Pepsico Inc

Consumer Defensive
-93
- 3.31%
$128.02 - $151.37 $11.9K - $14.1K
2.72K $371M
IBM
International Business Machines Corp

Technology
-213
- 20.25%
$221.03 - $294.78 $47.1K - $62.8K
839 $241M
SHEL
Shell PLC

Energy
-322
- 9.84%
$59.75 - $73.05 $19.2K - $23.5K
2.95K $213M
SO
Southern CO

Utilities
-33
- 1.24%
$84.91 - $92.56 $2.8K - $3.05K
2.62K $239M
RBCAA
Republic Bancorp Inc

Financial Services
-450
- 11.42%
$60.5 - $74.04 $27.2K - $33.3K
3.49K $266M
JNJ
Johnson & Johnson

Healthcare
-135
- 0.52%
$146.36 - $159.82 $19.8K - $21.6K
25.6K $3.98B
SYK
Stryker Corp

Healthcare
-165
- 5.78%
$337.37 - $395.63 $55.7K - $65.3K
2.69K $1.05B
QCOM
Qualcomm Inc

Technology
-25
- 1.85%
$124.66 - $159.48 $3.12K - $3.99K
1.33K $215M
ITW
Illinois Tool Works Inc

Industrials
-207
- 4.3%
$218.41 - $252.43 $45.2K - $52.3K
4.61K $1.18B
CVX
Chevron Corp

Energy
-143
- 2.4%
$133.73 - $168.51 $19.1K - $24.1K
5.82K $861M
SPGI
S&P Global Inc.

Financial Services
-143
- 5.89%
$438.31 - $527.29 $62.7K - $75.4K
2.28K $1.2B
FSLR
First Solar, Inc.

Technology
-900
- 12.95%
$120.38 - $192.98 $108K - $174K
6.05K $1.03B
AMGN
Amgen Inc

Healthcare
-152
- 2.17%
$262.28 - $309.85 $39.9K - $47.1K
6.84K $2.03B
NFLX
Netflix Inc

Communication Services
-22
- 4.09%
$855.86 - $1339.13 $18.8K - $29.5K
516 $663M
MS
Morgan Stanley

Financial Services
-100
- 1.83%
$99.83 - $140.86 $9.98K - $14.1K
5.36K $766M
GOOGL
Alphabet Inc.

Communication Services
-40
- 0.23%
$144.7 - $178.6 $5.79K - $7.14K
17.2K $3.08B
CEG
Constellation Energy Corp

Utilities
-22.8K
- 25.04%
$170.96 - $322.76 $3.9M - $7.37M
68.3K $20.9B
JPM
Jpmorgan Chase & CO

Financial Services
-1.24K
- 1.42%
$210.28 - $289.91 $260K - $359K
85.8K $25B
Activity Summary
Buys All Purchases 54 New Holdings 8 Increased Positions 46 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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