Barlow Wealth Partners, Inc. Reduced Holdings in Q3 2025

Barlow Wealth Partners, Inc.

  • $899 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-47.2K
- 89.03%
$232.56 - $304.78 $11M - $14.4M
5.82K $1.45B
BFB
Brown Forman Corp Cl B
-374K
- 88.33%
N/A
49.5K $1.39B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-21.1K
- 41.36%
$366.54 - $479.53 $7.73M - $10.1M
29.9K $12.7B
UNH
Unitedhealth Group Inc

Healthcare
-23.9K
- 90.35%
$237.77 - $353.61 $5.67M - $8.43M
2.55K $921M
ELV
Elevance Health, Inc.

Healthcare
-17.5K
- 88.77%
$274.66 - $395.76 $4.8M - $6.91M
2.21K $763M
V
Visa Inc.

Financial Services
-1.73K
- 1.64%
$332.09 - $358.86 $575K - $621K
104K $35.8B
CHDN
Churchill Downs Inc

Consumer Cyclical
-1K
- 5.87%
$95.3 - $113.75 $95.3K - $114K
16K $1.54B
TT
Trane Technologies PLC

Industrials
-90
- 1.39%
$398.96 - $472.54 $35.9K - $42.5K
6.38K $2.61B
PG
Procter & Gamble CO

Consumer Defensive
-696
- 7.86%
$150.47 - $161.22 $105K - $112K
8.16K $1.24B
ADP
Automatic Data Processing Inc

Industrials
-200
- 4.16%
$288.69 - $310.94 $57.7K - $62.2K
4.61K $1.31B
HON
Honeywell International Inc

Industrials
-39
- 1.2%
$207.7 - $240.4 $8.1K - $9.38K
3.21K $663M
MA
Mastercard Inc

Financial Services
-202
- 17.35%
$550.18 - $598.96 $111K - $121K
962 $550M
SYK
Stryker Corp

Healthcare
-135
- 5.02%
$368.57 - $403.53 $49.8K - $54.5K
2.56K $993M
RBCAA
Republic Bancorp Inc

Financial Services
-445
- 12.75%
$67.5 - $77.77 $30K - $34.6K
3.05K $213M
MRK
Merck & Co., Inc.

Healthcare
-982
- 11.41%
$77.6 - $87.37 $76.2K - $85.8K
7.63K $668M
CVX
Chevron Corp

Energy
-515
- 8.85%
$145.57 - $161.83 $75K - $83.3K
5.3K $825M
PEP
Pepsico Inc

Consumer Defensive
-500
- 18.41%
$133.81 - $152.16 $66.9K - $76.1K
2.22K $339M
KO
Coca Cola CO

Consumer Defensive
-201
- 1.28%
$65.67 - $71.67 $13.2K - $14.4K
15.5K $1.1B
XOM
Exxon Mobil Corp

Energy
-756
- 3.68%
$105.83 - $117.22 $80K - $88.6K
19.8K $2.27B
VBR
Vanguard Small Cap Value ETF

ETFs
-88
- 5.61%
$195.41 - $212.37 $17.2K - $18.7K
1.48K $308M
NEE
Nextera Energy Inc

Utilities
-1K
- 11.92%
$69.77 - $77.54 $69.8K - $77.5K
7.39K $612M
MS
Morgan Stanley

Financial Services
-400
- 7.46%
$139.09 - $161.16 $55.6K - $64.5K
4.96K $785M
VTI
Vanguard Total Stock Market Et

ETFs
-101
- 4.4%
$303.93 - $329.86 $30.7K - $33.3K
2.2K $722M
GD
General Dynamics Corp

Industrials
-200
- 10.02%
$293.92 - $341.0 $58.8K - $68.2K
1.8K $608M
ORCL
Oracle Corp

Technology
-70
- 4.92%
$218.96 - $328.33 $15.3K - $23K
1.35K $369M
GLD
Spdr Gold Trust

ETFs
-105
- 6.24%
$300.96 - $355.47 $31.6K - $37.3K
1.58K $595M
ABBV
Abb Vie Inc.

Healthcare
-24
- 0.67%
$184.85 - $231.54 $4.44K - $5.56K
3.58K $818M
JNJ
Johnson & Johnson

Healthcare
-787
- 3.07%
$155.17 - $185.42 $122K - $146K
24.8K $4.79B
HLI
Houlihan Lokey, Inc.

Financial Services
-2.45K
- 1.19%
$181.55 - $209.19 $444K - $511K
203K $39.4B
GOOG
Alphabet Inc.

Communication Services
-15.2K
- 5.75%
$175.16 - $255.24 $2.66M - $3.88M
249K $62.9B
Activity Summary
Buys All Purchases 52 New Holdings 10 Increased Positions 42 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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