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
$0
$299 Million 0.04% of portfolio
1,478
Q4 2023 New
-
$328 Million 0.04% of portfolio
-
Q4 2023 New
$24.8B
$278 Million 0.04% of portfolio
700
Q4 2023 New
$11.9B
$279 Million 0.04% of portfolio
2,200
Q4 2024 New
$253B
$329 Million 0.04% of portfolio
3,599
Q1 2024 New
$16.9B
$330 Million 0.04% of portfolio
2,808
Q4 2024 Reduced 32.14%
$238B
$280 Million 0.04% of portfolio
896
Q3 2024 Added 0.11%
$140B
$284 Million 0.04% of portfolio
663
Q1 2024 Reduced 98.16%
$210B
$321 Million 0.04% of portfolio
857
Q4 2024 Added 2.51%
$6.72B
$280 Million 0.04% of portfolio
12,309
Q2 2024 New
$38.4B
$318 Million 0.04% of portfolio
1,339
Q2 2024 Added 5.35%
$0
$333 Million 0.04% of portfolio
1,220
Q4 2023 New
$6.31B
$207 Million 0.03% of portfolio
3,900
Q4 2024 Added 400.0%
$0
$228 Million 0.03% of portfolio
3,971
Q4 2023 New
$205B
$233 Million 0.03% of portfolio
2,100
Q4 2024 Reduced 6.67%
$225B
$210 Million 0.03% of portfolio
381
Q4 2024 New
$112B
$253 Million 0.03% of portfolio
943
Q4 2024 Added 1.95%
$18.6B
$212 Million 0.03% of portfolio
2,950
Q4 2024 Reduced 7.96%
$117B
$241 Million 0.03% of portfolio
2,827
Q4 2023 New
$5.06B
$205 Million 0.03% of portfolio
3,450
Q4 2024 New
$78.9B
$259 Million 0.03% of portfolio
4,569
Q4 2024 Reduced 34.5%
$164B
$255 Million 0.03% of portfolio
994
Q2 2024 New
$0
$270 Million 0.03% of portfolio
1,459
Q4 2023 New
$10.8B
$250 Million 0.03% of portfolio
1,220
Q1 2024 New
$465B
$225 Million 0.03% of portfolio
1,424
Q4 2024 Reduced 49.49%
$42.7B
$270 Million 0.03% of portfolio
2,149
Q3 2024 Reduced 4.45%
$92.2B
$223 Million 0.03% of portfolio
4,372
Q4 2024 Reduced 25.57%
$5.48B
$272 Million 0.03% of portfolio
17,465
Q4 2024 Reduced 15.76%
$4.18B
$212 Million 0.03% of portfolio
5,982
Q4 2024 Reduced 18.38%
$1.2B
$271 Million 0.03% of portfolio
3,978
Q4 2024 Added 1.4%
$428B
$273 Million 0.03% of portfolio
672
Q4 2024 Added 1.66%
$238B
$217 Million 0.03% of portfolio
3,272
Q4 2023 New
$97.3B
$237 Million 0.03% of portfolio
1,040
Q4 2024 New
$29.5B
$227 Million 0.03% of portfolio
1,257
Q4 2023 New
$52.7M
$53.3 Million 0.01% of portfolio
25,000
Q4 2023 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
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