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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29.9M
$40.8 Million 0.01% of portfolio
25,000
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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