Barlow Wealth Partners, Inc. Portfolio Holdings

Barlow Wealth Partners, Inc.

  • $765 Billion
  • Q3 2024

Barlow Wealth Partners, Inc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $765 Billion distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $41.2B, Microsoft Corp with a value of $37.7B, Houlihan Lokey, Inc. with a value of $29B, Costco Wholesale Corp with a value of $28.1B, and Constellation Energy Corp with a value of $27.3B.

Examining the 13F form we can see an increase of $42.6B in the current position value, from $722B to 765B.

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 $765 Billion
Technology: $185 Billion
Financial Services: $149 Billion
Healthcare: $110 Billion
Industrials: $68.5 Billion
Consumer Cyclical: $58.2 Billion
Communication Services: $54.4 Billion
Energy: $35.7 Billion
Consumer Defensive: $35.2 Billion
Other: $50 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.04T
$41.2 Billion 5.39% of portfolio
250,769
Q3 2024 Added 2.16%
$3.04T
$37.7 Billion 4.93% of portfolio
92,128
Q3 2024 Added 1.48%
$8.46B
$29 Billion 3.79% of portfolio
180,345
Q3 2024 Added 1.79%
$392B
$28.1 Billion 3.67% of portfolio
32,116
Q3 2024 Added 1.31%
$75.9B
$27.3 Billion 3.57% of portfolio
98,052
Q3 2024 Added 1.26%
$477B
$26.6 Billion 3.47% of portfolio
97,000
Q3 2024 Added 1.57%
$3.57T
$26.4 Billion 3.45% of portfolio
118,888
Q3 2024 Added 0.44%
$131B
$21.5 Billion 2.81% of portfolio
191,946
Q3 2024 Added 1.06%
$121B
$21.3 Billion 2.79% of portfolio
47,572
Q3 2024 Added 1.2%
$224B
$21.2 Billion 2.77% of portfolio
43,536
Q3 2024 Added 2.28%
$522B
$20.1 Billion 2.63% of portfolio
34,454
Q3 2024 Added 1.49%
$221B
$18.5 Billion 2.42% of portfolio
240,887
Q3 2024 Added 2.03%
$217B
$18 Billion 2.35% of portfolio
50,438
Q3 2024 Added 1.72%
$5.13B
$16.8 Billion 2.19% of portfolio
122,692
Q3 2024 Added 0.68%
$645B
$16.7 Billion 2.18% of portfolio
79,230
Q3 2024 Added 0.49%
$3.72B
$16.6 Billion 2.17% of portfolio
258,467
Q3 2024 Added 1.56%
$3.77B
$15.4 Billion 2.01% of portfolio
142,640
Q3 2024 Added 1.56%
$45.9B
$15.3 Billion 2.01% of portfolio
46,266
Q3 2024 Reduced 18.53%
$12.7B
$15.4 Billion 2.01% of portfolio
93,952
Q3 2024 Added 1.66%
$4.72B
$14.7 Billion 1.92% of portfolio
204,747
Q3 2024 Added 1.45%
$17.8B
$14.6 Billion 1.91% of portfolio
50,337
Q3 2024 Added 1.96%
$7.93B
$14.3 Billion 1.87% of portfolio
150,559
Q3 2024 Added 2.6%
$9.54B
$14.3 Billion 1.87% of portfolio
104,703
Q3 2024 Added 1.66%
$55.4B
$13.7 Billion 1.79% of portfolio
13,377
Q3 2024 Added 0.97%
$15.3B
$13.6 Billion 1.78% of portfolio
240,547
Q3 2024 Added 1.99%
$100B
$13.5 Billion 1.76% of portfolio
27,355
Q3 2024 Added 1.37%
$62.2B
$13 Billion 1.7% of portfolio
168,126
Q3 2024 Added 1.83%
$90.4B
$12.8 Billion 1.67% of portfolio
159,217
Q3 2024 Added 1.39%
$22B
$12.6 Billion 1.65% of portfolio
28,608
Q3 2024 New
$38.9B
$12.5 Billion 1.64% of portfolio
46,045
Q3 2024 Added 16.66%
$38.4B
$11.3 Billion 1.48% of portfolio
69,347
Q3 2024 Added 1.02%
$14B
$10.7 Billion 1.4% of portfolio
34,144
Q3 2024 Added 1.91%
$174B
$10.1 Billion 1.32% of portfolio
16,788
Q3 2024 Added 1.82%
$175B
$9.22 Billion 1.21% of portfolio
99,814
Q3 2024 Added 0.16%
$50.3B
$9.04 Billion 1.18% of portfolio
4,623
Q3 2024 Reduced 17.28%
$248B
$8.44 Billion 1.1% of portfolio
71,657
Q3 2024 New
$25.4B
$6.21 Billion 0.81% of portfolio
58,212
Q3 2024 Added 1.7%
$414B
$4.53 Billion 0.59% of portfolio
28,369
Q3 2024 Reduced 57.9%
$399B
$4.08 Billion 0.53% of portfolio
6
Q3 2024 Reduced 14.29%
$1.88B
$3.8 Billion 0.5% of portfolio
63,717
Q3 2024 Added 1.71%
$1.01T
$2.82 Billion 0.37% of portfolio
17,275
Q1 2024 Added 2.98%
$170B
$2.49 Billion 0.33% of portfolio
7,858
Q1 2024 Reduced 0.32%
$87.4B
$2.52 Billion 0.33% of portfolio
6,467
Q3 2024 Added 0.02%
$494B
$2.53 Billion 0.33% of portfolio
20,150
Q3 2024 Reduced 0.41%
$579B
$2.44 Billion 0.32% of portfolio
5,373
Q3 2024 Added 0.49%
-
$2.46 Billion 0.32% of portfolio
-
Q2 2024 Reduced 18.66%
$1.99T
$2.26 Billion 0.3% of portfolio
12,483
Q3 2024 Added 3.31%
$75.1B
$1.86 Billion 0.24% of portfolio
10,190
Q3 2024 Added 0.13%
$766B
$1.82 Billion 0.24% of portfolio
2,031
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $765 Billion
  • Prior Value $722 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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