Barlow Wealth Partners, Inc. Reduced Holdings in Q4 2024

Barlow Wealth Partners, Inc.

  • $790 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
-25.1K
- 91.77%
$365.96 - $514.62 $9.19M - $12.9M
2.25K $876M
ICLR
Icon PLC

Healthcare
-3.98K
- 7.9%
$187.22 - $297.57 $745K - $1.18M
46.4K $9.25B
ADBE
Adobe Inc.

Technology
-1.52K
- 3.48%
$437.39 - $552.96 $663K - $838K
42K $17.5B
LLY
Eli Lilly & CO

Healthcare
-945
- 46.53%
$727.2 - $932.06 $687K - $881K
1.09K $811M
BFB
Brown Forman Corp Cl B
-8.97K
- 17.19%
N/A
43.2K $1.46B
AMAT
Applied Materials Inc

Technology
-3.52K
- 42.6%
$161.44 - $213.89 $568K - $753K
4.74K $846M
JNJ
Johnson & Johnson

Healthcare
-2.55K
- 9.0%
$143.34 - $165.86 $366K - $423K
25.8K $3.74B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-14.4K
- 31.33%
$260.53 - $404.79 $3.76M - $5.84M
31.6K $11.9B
AMGN
Amgen Inc

Healthcare
-781
- 9.94%
$258.78 - $328.31 $202K - $256K
7.08K $1.9B
SPGI
S&P Global Inc.

Financial Services
-1.08K
- 30.72%
$480.36 - $529.17 $517K - $569K
2.43K $1.21B
GD
General Dynamics Corp

Industrials
-1.43K
- 41.64%
$260.28 - $314.03 $371K - $447K
2K $531M
BFA
Brown Forman Corp Cl A
-3.95K
- 19.81%
N/A
16K $535M
MRK
Merck & Co., Inc.

Healthcare
-2.51K
- 21.06%
$96.31 - $114.76 $242K - $288K
9.41K $942M
NEE
Nextera Energy Inc

Utilities
-2.93K
- 25.87%
$69.77 - $85.43 $204K - $250K
8.39K $581M
FSLR
First Solar, Inc.

Technology
-100
- 1.42%
$175.88 - $240.66 $17.6K - $24.1K
6.95K $1.3B
XOM
Exxon Mobil Corp

Energy
-54
- 0.27%
$105.51 - $125.37 $5.7K - $6.77K
20.1K $2.24B
APD
Air Products & Chemicals, Inc.

Basic Materials
-888
- 45.56%
$285.5 - $335.62 $254K - $298K
1.06K $326M
ORCL
Oracle Corp

Technology
-1.4K
- 49.49%
$165.41 - $192.43 $231K - $268K
1.42K $225M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.41K
- 34.5%
$59.25 - $72.99 $143K - $176K
4.57K $259M
ABBV
Abb Vie Inc.

Healthcare
-826
- 19.55%
$164.99 - $203.87 $136K - $168K
3.4K $582M
GPC
Genuine Parts CO

Consumer Cyclical
-1.33K
- 32.14%
$113.11 - $143.63 $150K - $191K
2.81K $330M
PG
Procter & Gamble CO

Consumer Defensive
-966
- 10.75%
$161.05 - $179.7 $156K - $174K
8.02K $1.28B
ADP
Automatic Data Processing Inc

Industrials
-883
- 14.56%
$280.08 - $307.97 $247K - $272K
5.18K $1.52B
HON
Honeywell International Inc

Industrials
-1.15K
- 29.4%
$202.84 - $236.0 $232K - $270K
2.75K $604M
PEP
Pepsico Inc

Consumer Defensive
-225
- 8.33%
$151.29 - $176.1 $34K - $39.6K
2.48K $358M
PM
Philip Morris International Inc.

Consumer Defensive
-675
- 20.61%
$118.38 - $133.06 $79.9K - $89.8K
2.6K $308M
CEG
Constellation Energy Corp

Utilities
-7.48K
- 7.62%
$224.28 - $285.52 $1.68M - $2.13M
90.6K $27.2B
MO
Altria Group, Inc.

Consumer Defensive
-1.5K
- 25.57%
$49.06 - $57.74 $73.7K - $86.7K
4.37K $223M
HUM
Humana Inc

Healthcare
-787
- 22.42%
$233.89 - $304.18 $184K - $239K
2.72K $761M
PECO
Phillips Edison & Company, Inc.

Real Estate
-1.35K
- 18.38%
$35.96 - $39.8 $48.4K - $53.6K
5.98K $212M
MKC
Mccormick & CO Inc

Consumer Defensive
-255
- 7.96%
$73.97 - $84.09 $18.9K - $21.4K
2.95K $212M
ABT
Abbott Laboratories

Healthcare
-150
- 6.67%
$111.93 - $119.39 $16.8K - $17.9K
2.1K $233M
ALL
Allstate Corp

Financial Services
-320
- 5.16%
$181.25 - $208.2 $58K - $66.6K
5.88K $1.11B
FNB
Fnb Corp

Financial Services
-3.27K
- 15.76%
$13.56 - $17.29 $44.3K - $56.5K
17.5K $272M
KR
Kroger CO

Consumer Defensive
-1K
- 4.61%
$55.21 - $63.3 $55.2K - $63.3K
20.7K $1.21B
MS
Morgan Stanley

Financial Services
-400
- 6.92%
$104.42 - $134.99 $41.8K - $54K
5.38K $703M
SHOP
Shopify Inc.

Technology
-25
- 0.56%
$78.14 - $119.49 $1.95K - $2.99K
4.43K $461M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-81
- 0.79%
$178.39 - $215.0 $14.4K - $17.4K
10.1K $2.03B
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-2.2K
- 3.45%
$58.22 - $78.62 $128K - $173K
61.5K $4.48B
NVDA
Nvidia Corp

Technology
-667
- 0.53%
$117.0 - $148.88 $78K - $99.3K
126K $17.1B
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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