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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.46B
$29 Billion 3.79% of portfolio
180,345
Q3 2024 Added 1.79%
$5.13B
$16.8 Billion 2.19% of portfolio
122,692
Q3 2024 Added 0.68%
$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%
$4.72B
$14.7 Billion 1.92% of portfolio
204,747
Q3 2024 Added 1.45%
$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%
$5.01B
$286 Million 0.04% of portfolio
20,733
Q3 2024 Added 0.86%
$8.59B
$252 Million 0.03% of portfolio
1,220
Q1 2024 New
$5.54B
$223 Million 0.03% of portfolio
12,309
Q2 2024 New
$4.44B
$265 Million 0.03% of portfolio
7,329
Q3 2024 Added 0.81%

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
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