Barlow Wealth Partners, Inc. Purchases in Q4 2024

Barlow Wealth Partners, Inc.

  • $790 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NICE
Nice Ltd.

Technology
92.4K
New
$164.71 - $199.17 $15.2M - $18.4M
92.4K $15.5B
ASML
Asml Holding Nv

Technology
18.1K
New
$658.43 - $872.27 $11.9M - $15.8M
18.1K $13.1B
GOOG
Alphabet Inc.

Communication Services
8.03K
+ 3.2%
$163.08 - $198.16 $1.31M - $1.59M
259K $51B
PNFP
Pinnacle Financial Partners Inc

Financial Services
26.3K
+ 17.48%
$92.95 - $129.87 $2.45M - $3.42M
177K $21.2B
HLI
Houlihan Lokey, Inc.

Financial Services
21.3K
+ 11.81%
$158.81 - $190.49 $3.38M - $4.06M
202K $35.4B
V
Visa Inc.

Financial Services
5.45K
+ 5.61%
$273.87 - $320.91 $1.49M - $1.75M
102K $32.4B
JPM
Jpmorgan Chase & CO

Financial Services
6.78K
+ 8.56%
$205.18 - $250.29 $1.39M - $1.7M
86K $21.7B
PAYC
Paycom Software, Inc.

Technology
4.03K
+ 4.29%
$159.94 - $240.25 $645K - $969K
98K $20.1B
GRMN
Garmin LTD

Technology
2.26K
+ 3.25%
$161.91 - $220.77 $365K - $498K
71.6K $15.3B
MLI
Mueller Industries Inc

Industrials
17.3K
+ 8.45%
$71.2 - $95.34 $1.23M - $1.65M
222K $18B
Tko Group Holdings Inc
5.52K
+ 4.63%
N/A
125K $17.9B
COST
Costco Wholesale Corp

Consumer Defensive
1.14K
+ 3.55%
$873.59 - $994.69 $995K - $1.13M
33.3K $30.7B
EME
Emcor Group, Inc.

Industrials
1.75K
+ 6.12%
$427.96 - $526.95 $749K - $923K
30.4K $15.2B
TJX
Tjx Companies Inc

Consumer Cyclical
7.91K
+ 4.12%
$112.15 - $127.2 $887K - $1.01M
200K $23.8B
MSFT
Microsoft Corp

Technology
1.5K
+ 1.63%
$406.35 - $454.46 $609K - $681K
93.6K $39.9B
AAPL
Apple Inc.

Technology
526
+ 0.44%
$221.69 - $259.02 $117K - $136K
119K $28.4B
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.78K
+ 3.0%
$77.25 - $91.3 $369K - $437K
164K $14.7B
CMI
Cummins Inc

Industrials
1.16K
+ 2.51%
$324.93 - $383.42 $378K - $446K
47.4K $17.1B
WRB
Berkley W R Corp

Financial Services
14.7K
+ 6.1%
$56.48 - $64.94 $829K - $953K
255K $15.3B
DIS
Walt Disney CO

Communication Services
852
+ 0.85%
$92.39 - $117.6 $78.7K - $100K
101K $10.9B
CRM
Salesforce, Inc.

Technology
4.46K
New
$270.87 - $367.87 $1.21M - $1.64M
4.46K $1.43B
MEDP
Medpace Holdings, Inc.

Healthcare
4.13K
New
$308.93 - $363.58 $1.27M - $1.5M
4.13K $1.38B
GWW
W.W. Grainger, Inc.

Industrials
358
+ 2.68%
$1023.06 - $1220.93 $366K - $437K
13.7K $15B
MORN
Morningstar, Inc.

Financial Services
1.82K
+ 5.32%
$312.56 - $358.78 $568K - $652K
36K $11.8B
RGLD
Royal Gold Inc

Basic Materials
6.17K
+ 5.89%
$131.05 - $154.26 $808K - $952K
111K $15.2B
INTU
Intuit Inc

Technology
517
+ 3.08%
$602.01 - $706.25 $311K - $365K
17.3K $10.8B
FICO
Fair Isaac Corp

Technology
121
+ 2.62%
$1911.01 - $2382.4 $231K - $288K
4.74K $9.63B
AMZN
Amazon Com Inc

Consumer Cyclical
89
+ 0.71%
$180.88 - $232.93 $16.1K - $20.7K
12.6K $2.81B
WHD
Cactus, Inc.

Energy
12K
+ 4.63%
$56.69 - $69.49 $678K - $832K
270K $17.1B
Blackrock Inc
349
New
N/A
349 $354M
ACN
Accenture PLC

Technology
1.84K
+ 3.65%
$343.9 - $376.86 $633K - $694K
52.3K $18.3B
ITCI
Intra Cellular Therapies, Inc.

Healthcare
2.2K
New
$71.19 - $91.57 $157K - $201K
2.2K $279M
AVGO
Broadcom Inc.

Technology
1.04K
New
$159.67 - $250.0 $166K - $260K
1.04K $237M
TMO
Thermo Fisher Scientific Inc.

Healthcare
381
New
$501.29 - $612.85 $191K - $233K
381 $210M
HWC
Hancock Whitney Corp

Financial Services
3.45K
New
$49.12 - $61.04 $169K - $211K
3.45K $205M
CVX
Chevron Corp

Energy
329
+ 6.17%
$141.15 - $162.53 $46.4K - $53.5K
5.66K $896M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
16
+ 0.46%
$172.07 - $207.36 $2.75K - $3.32K
3.47K $718M
META
Meta Platforms, Inc.

Communication Services
50
+ 3.99%
$554.08 - $632.68 $27.7K - $31.6K
1.3K $805M
SYK
Stryker Corp

Healthcare
1
+ 0.03%
$345.14 - $392.15 $345 - $392
2.95K $1.09B
SPY
Spdr S&P 500 ETF Trust

ETFs
25
+ 1.7%
$567.81 - $607.81 $14.2K - $15.2K
1.5K $886M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.7K
+ 300.0%
$25.93 - $105.3 $302K - $1.23M
15.5K $438M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22
+ 0.41%
$442.29 - $483.08 $9.73K - $10.6K
5.4K $2.47B
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 0.75%
$570.51 - $610.59 $4.56K - $4.88K
1.07K $637M
RBCAA
Republic Bancorp Inc

Financial Services
55
+ 1.4%
$61.27 - $78.12 $3.37K - $4.3K
3.98K $271M
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 1.66%
$385.02 - $431.37 $4.24K - $4.75K
672 $273M
TXN
Texas Instruments Inc

Technology
26
+ 1.84%
N/A
1.44K $284M
CB
Chubb LTD

Financial Services
18
+ 1.95%
$271.57 - $301.89 $4.89K - $5.43K
943 $253M
CAT
Caterpillar Inc

Industrials
21
+ 2.51%
$360.37 - $416.88 $7.57K - $8.75K
857 $321M
MELI
Mercadolibre Inc

Consumer Cyclical
17
+ 4.76%
$1666.0 - $2117.3 $28.3K - $36K
374 $687M
Activity Summary
Buys All Purchases 57 New Holdings 9 Increased Positions 48 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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