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 Market Cap. of $200 Billions or more
