Barlow Wealth Partners, Inc. Portfolio Holdings

Barlow Wealth Partners, Inc.

  • $790 Billion
  • Q4 2024

Barlow Wealth Partners, Inc. has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $790 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $51B, Microsoft Corp with a value of $39.9B, Houlihan Lokey, Inc. with a value of $35.4B, Visa Inc. with a value of $32.4B, and Costco Wholesale Corp with a value of $30.7B.

Examining the 13F form we can see an increase of $25.3B in the current position value, from $765B to 790B.

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 $790 Billion
Technology: $228 Billion
Financial Services: $172 Billion
Industrials: $73.2 Billion
Communication Services: $66.5 Billion
Healthcare: $63.9 Billion
Consumer Cyclical: $59.1 Billion
Consumer Defensive: $36.9 Billion
Utilities: $27.8 Billion
Other: $42.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$279B
$1.43 Billion 0.18% of portfolio
4,458
Q4 2024 New
$397B
$1.28 Billion 0.16% of portfolio
8,022
Q4 2024 Reduced 10.75%
$13.6B
$1.3 Billion 0.16% of portfolio
6,950
Q4 2024 Reduced 1.42%
$78.2B
$1.22 Billion 0.15% of portfolio
4,813
Q1 2024 Reduced 8.32%
$160B
$1.21 Billion 0.15% of portfolio
2,427
Q4 2024 Reduced 30.72%
$47.2B
$1.21 Billion 0.15% of portfolio
20,696
Q4 2024 Reduced 4.61%
$142B
$1.09 Billion 0.14% of portfolio
2,950
Q4 2024 Added 0.03%
$55.5B
$1.11 Billion 0.14% of portfolio
5,882
Q4 2024 Reduced 5.16%
$240B
$942 Million 0.12% of portfolio
9,407
Q4 2024 Reduced 21.06%
$315B
$896 Million 0.11% of portfolio
5,661
Q4 2024 Added 6.17%
$300B
$899 Million 0.11% of portfolio
14,560
Q4 2024 Added 0.22%
$132B
$846 Million 0.11% of portfolio
4,742
Q4 2024 Reduced 42.6%
$0
$886 Million 0.11% of portfolio
1,495
Q4 2024 Added 1.7%
$105B
$876 Million 0.11% of portfolio
2,250
Q4 2024 Reduced 91.77%
$0
$772 Million 0.1% of portfolio
6,525
Q4 2023 New
$1.31T
$805 Million 0.1% of portfolio
1,304
Q4 2024 Added 3.99%
$782B
$811 Million 0.1% of portfolio
1,086
Q4 2024 Reduced 46.53%
$101B
$687 Million 0.09% of portfolio
374
Q4 2024 Added 4.76%
$898B
$718 Million 0.09% of portfolio
3,472
Q4 2024 Added 0.46%
$200B
$703 Million 0.09% of portfolio
5,382
Q4 2024 Reduced 6.92%
$0
$666 Million 0.08% of portfolio
2,266
Q1 2024 Added 4.18%
$0
$637 Million 0.08% of portfolio
1,070
Q4 2024 Added 0.75%
$141B
$604 Million 0.08% of portfolio
2,749
Q4 2024 Reduced 29.4%
$506B
$607 Million 0.08% of portfolio
1,162
Q2 2024 Added 20.79%
$84.1B
$536 Million 0.07% of portfolio
445
Q1 2024 Reduced 1.55%
$378B
$582 Million 0.07% of portfolio
3,399
Q4 2024 Reduced 19.55%
$139B
$581 Million 0.07% of portfolio
8,392
Q4 2024 Reduced 25.87%
-
$535 Million 0.07% of portfolio
-
Q4 2024 Reduced 19.81%
$73.4B
$531 Million 0.07% of portfolio
1,997
Q4 2024 Reduced 41.64%
$74.6B
$559 Million 0.07% of portfolio
6,362
Q4 2023 New
$0
$488 Million 0.06% of portfolio
944
Q3 2024 Added 16.83%
$0
$440 Million 0.06% of portfolio
2,552
Q2 2024 Added 90.31%
$112B
$461 Million 0.06% of portfolio
4,425
Q4 2024 Reduced 0.56%
$0
$438 Million 0.06% of portfolio
15,544
Q4 2024 Added 300.0%
$414B
$476 Million 0.06% of portfolio
561
Q2 2024 Reduced 0.53%
$68.6B
$455 Million 0.06% of portfolio
142
Q3 2024 Reduced 1.39%
$25.4B
$399 Million 0.05% of portfolio
2,090
Q4 2023 New
$711B
$391 Million 0.05% of portfolio
914
Q3 2024 New
$205B
$358 Million 0.05% of portfolio
2,476
Q4 2024 Reduced 8.33%
$43.4B
$364 Million 0.05% of portfolio
1,940
Q4 2023 New
$123B
$395 Million 0.05% of portfolio
817
Q4 2024 Reduced 45.82%
$23.2B
$419 Million 0.05% of portfolio
2,965
Q4 2023 New
$96.6B
$417 Million 0.05% of portfolio
1,674
Q2 2024 Reduced 4.83%
$62.8B
$343 Million 0.04% of portfolio
6,736
Q1 2024 Reduced 6.29%
$64.7B
$326 Million 0.04% of portfolio
1,061
Q4 2024 Reduced 45.56%
Blackrock Inc
-
$354 Million 0.04% of portfolio
-
Q4 2024 New
$177B
$284 Million 0.04% of portfolio
1,440
Q4 2024 Added 1.84%
$238B
$308 Million 0.04% of portfolio
2,600
Q4 2024 Reduced 20.61%
$23.8B
$305 Million 0.04% of portfolio
2,550
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $790 Billion
  • Prior Value $765 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 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