Barlow Wealth Partners, Inc. Portfolio Holdings by Sector

Barlow Wealth Partners, Inc.

$765 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology MSFT ADBE FTNT ORCL 4 stocks	$72.5 Million 9.71% of portfolio	3	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL META 3 stocks	$44.8 Million 6.0% of portfolio	2	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V PYPL MA DFS AXP 5 stocks	$40.4 Million 5.42% of portfolio	3	-	-	-	0 Calls 0 Puts
Software—Application \| Technology PAYC INTU FICO SHOP TTD 5 stocks	$35.2 Million 4.71% of portfolio	2	2	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH ELV HUM 3 stocks	$34.4 Million 4.61% of portfolio	2	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX LULU 2 stocks	$34.1 Million 4.57% of portfolio	2	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX NVO 2 stocks	$29.8 Million 3.99% of portfolio	2	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services HLI MS 2 stocks	$29.6 Million 3.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare AZN JNJ AMGN LLY MRK ABBV 6 stocks	$29.5 Million 3.95% of portfolio	1	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$28.3 Million 3.8% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$27.3 Million 3.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$26.4 Million 3.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNFP SYBT PNC USB FNB RBCAA ONB 7 stocks	$21 Million 2.82% of portfolio	4	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN 1 stocks	$18 Million 2.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials CMI ITW DOV EMR IR ROK 6 stocks	$17.8 Million 2.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM QCOM TXN 4 stocks	$17.5 Million 2.34% of portfolio	3	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical CHDN 1 stocks	$16.8 Million 2.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$16.7 Million 2.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy WHD 1 stocks	$16.6 Million 2.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services WRB ALL CINF CB 4 stocks	$15.4 Million 2.06% of portfolio	1	1	-	-	0 Calls 0 Puts
Thermal Coal \| Energy CEIX 1 stocks	$15.4 Million 2.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare ICLR WAT 2 stocks	$14.9 Million 1.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Metal Fabrication \| Industrials MLI 1 stocks	$14.7 Million 1.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials RGLD 1 stocks	$14.3 Million 1.92% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GWW FAST 2 stocks	$14.2 Million 1.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials EME 1 stocks	$12.6 Million 1.69% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MORN SPGI 2 stocks	$12.5 Million 1.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$11.3 Million 1.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$9.62 Million 1.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW BLK 2 stocks	$6.54 Million 0.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$6.52 Million 0.87% of portfolio	1	1	-	-	0 Calls 0 Puts
ETFs \| ETFs SPY VT IVV QQQ VTV GLD SCHG VV 11 stocks	$5.03 Million 0.67% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX SHEL 3 stocks	$3.56 Million 0.48% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$2.96 Million 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT 1 stocks	$2.52 Million 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL KMB 3 stocks	$2.43 Million 0.33% of portfolio	-	2	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$2.23 Million 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD LMT 2 stocks	$1.93 Million 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT ONTO 2 stocks	$1.91 Million 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical GPC ORLY AZO TSCO 4 stocks	$1.73 Million 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Solar \| Technology FSLR 1 stocks	$1.62 Million 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$1.56 Million 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK ABT MDT 3 stocks	$1.52 Million 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE SO DUK 3 stocks	$1.46 Million 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO PEP 2 stocks	$1.45 Million 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$1.21 Million 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$791,767 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$682,660 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$634,865 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD 1 stocks	$609,433 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$602,142 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL 1 stocks	$573,292 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials HUBB 1 stocks	$543,215 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$536,657 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$495,296 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$489,851 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI 1 stocks	$329,770 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$325,698 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$305,539 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate WPC 1 stocks	$303,293 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC 1 stocks	$293,911 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate PECO 1 stocks	$265,309 0.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive MKC 1 stocks	$254,413 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$220,119 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$214,906 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EOG 1 stocks	$207,401 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical SYPR 1 stocks	$40,750 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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Barlow Wealth Partners, Inc. Portfolio Holdings by Sector

Barlow Wealth Partners, Inc.

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