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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.05B
$32.5 Billion 4.26% of portfolio
203,814
Q1 2025 Added 1.07%
$7.66B
$18.2 Billion 2.39% of portfolio
181,128
Q1 2025 Added 2.41%
$4.18B
$16.6 Billion 2.18% of portfolio
226,837
Q1 2025 Added 2.15%
$3.38B
$11.1 Billion 1.46% of portfolio
126,121
Q1 2025 Added 0.28%
$2.13B
$4.59 Billion 0.6% of portfolio
61,517
Q4 2024 Reduced 3.45%
$2.05B
$896 Million 0.12% of portfolio
26,864
Q1 2025 New
$2.94B
$899 Million 0.12% of portfolio
8,235
Q1 2025 New
$4.59B
$234 Million 0.03% of portfolio
17,622
Q1 2025 Added 0.9%
$4.05B
$212 Million 0.03% of portfolio
6,033
Q1 2025 Added 0.85%
$6.03B
$257 Million 0.03% of portfolio
12,309
Q2 2024 New

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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