Barlow Wealth Partners, Inc. Portfolio Holdings

Barlow Wealth Partners, Inc.

  • $761 Billion
  • Q1 2025

Barlow Wealth Partners, Inc. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $761 Billion distributed in 134 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $42.9B, Microsoft Corp with a value of $37.5B, Visa Inc. with a value of $34.8B, Costco Wholesale Corp with a value of $32.7B, and Houlihan Lokey, Inc. with a value of $32.5B.

Examining the 13F form we can see an decrease of $28.8B in the current position value, from $790B to 761B.

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 $761 Billion
Technology: $215 Billion
Financial Services: $156 Billion
Healthcare: $74.7 Billion
Industrials: $65.9 Billion
Communication Services: $61.4 Billion
Consumer Cyclical: $52.4 Billion
Consumer Defensive: $51 Billion
Utilities: $21.1 Billion
Other: $40.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$979B
$42.9 Billion 5.63% of portfolio
261,706
Q1 2025 Added 1.12%
$2.95T
$37.5 Billion 4.93% of portfolio
95,753
Q1 2025 Added 2.27%
$565B
$34.8 Billion 4.57% of portfolio
103,839
Q1 2025 Added 1.36%
$440B
$32.7 Billion 4.3% of portfolio
33,473
Q1 2025 Added 0.66%
$8.05B
$32.5 Billion 4.26% of portfolio
203,814
Q1 2025 Added 1.07%
$3.42T
$27 Billion 3.55% of portfolio
129,136
Q1 2025 Added 8.14%
$149B
$25.6 Billion 3.36% of portfolio
202,010
Q1 2025 Added 1.08%
$131B
$24.7 Billion 3.25% of portfolio
50,093
Q1 2025 Added 0.77%
$13.6B
$22.5 Billion 2.95% of portfolio
98,737
Q1 2025 Added 0.77%
$718B
$21.2 Billion 2.78% of portfolio
86,992
Q1 2025 Added 1.14%
$271B
$21 Billion 2.75% of portfolio
188,896
Q1 2025 Added 50.24%
$74B
$20.3 Billion 2.67% of portfolio
91,128
Q1 2025 Added 0.61%
$12B
$20.1 Billion 2.64% of portfolio
112,174
Q1 2025 Added 1.17%
$385B
$19.9 Billion 2.61% of portfolio
47,460
Q1 2025 Added 29.3%
Tko Group Holdings Inc
-
$19.8 Billion 2.6% of portfolio
-
Q1 2025 Added 1.15%
$854B
$18.9 Billion 2.48% of portfolio
21,365
Q1 2025 Added 1,867.31%
$7.66B
$18.2 Billion 2.39% of portfolio
181,128
Q1 2025 Added 2.41%
$81.8B
$18 Billion 2.37% of portfolio
177,055
Q1 2025 Added 1.19%
$265B
$17.8 Billion 2.34% of portfolio
26,253
Q1 2025 Added 45.2%
$4.18B
$16.6 Billion 2.18% of portfolio
226,837
Q1 2025 Added 2.15%
$188B
$15.5 Billion 2.04% of portfolio
52,875
Q1 2025 Added 1.14%
$19.1B
$15.5 Billion 2.03% of portfolio
37,743
Q1 2025 Added 24.32%
$1.25T
$14.8 Billion 1.94% of portfolio
27,033
Q1 2025 Added 1,973.08%
$35.8B
$14.4 Billion 1.89% of portfolio
72,512
Q1 2025 Added 1.27%
$51.8B
$14.1 Billion 1.85% of portfolio
13,909
Q1 2025 Added 1.27%
$440B
$12.7 Billion 1.66% of portfolio
116,669
Q1 2025 Added 480.56%
$41.4B
$12.4 Billion 1.63% of portfolio
42,320
Q1 2025 Reduced 10.77%
$174B
$12.4 Billion 1.63% of portfolio
33,846
Q1 2025 Reduced 19.45%
$3.38B
$11.1 Billion 1.46% of portfolio
126,121
Q1 2025 Added 0.28%
$24.6B
$11 Billion 1.45% of portfolio
67,596
Q1 2025 New
$177B
$10.9 Billion 1.43% of portfolio
17,444
Q1 2025 Added 0.8%
$12.1B
$10.3 Billion 1.35% of portfolio
36,722
Q1 2025 Added 2.11%
$50.2B
$9.33 Billion 1.22% of portfolio
4,777
Q1 2025 Added 0.7%
$33.1B
$7.6 Billion 1.0% of portfolio
28,376
Q1 2025 Reduced 10.26%
$193B
$5.17 Billion 0.68% of portfolio
5,466
Q1 2025 New
$2.13B
$4.59 Billion 0.6% of portfolio
61,517
Q4 2024 Reduced 3.45%
$480B
$3.98 Billion 0.52% of portfolio
5
Q1 2025 Reduced 16.67%
$409B
$3.98 Billion 0.52% of portfolio
25,734
Q1 2025 Reduced 0.32%
$694B
$3.78 Billion 0.5% of portfolio
7,111
Q1 2025 Added 31.81%
$957B
$2.8 Billion 0.37% of portfolio
17,275
Q1 2024 Added 2.98%
$1.88T
$2.37 Billion 0.31% of portfolio
12,521
Q1 2025 Reduced 0.41%
$88.8B
$2.25 Billion 0.3% of portfolio
6,473
Q1 2025 Added 0.02%
$156B
$1.96 Billion 0.26% of portfolio
6,995
Q1 2025 Reduced 1.16%
$235B
$1.77 Billion 0.23% of portfolio
5,599
Q1 2025 Added 7.69%
$64.9B
$1.64 Billion 0.22% of portfolio
10,342
Q1 2025 Added 2.3%
-
$1.46 Billion 0.19% of portfolio
-
Q1 2025 Reduced 0.66%
$385B
$1.45 Billion 0.19% of portfolio
9,027
Q1 2025 Added 12.53%
$125B
$1.48 Billion 0.19% of portfolio
5,068
Q1 2025 Reduced 2.16%
$51.7B
$1.38 Billion 0.18% of portfolio
19,696
Q1 2025 Reduced 4.83%

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $761 Billion
  • Prior Value $790 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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