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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$75.1B
$1.15 Billion 0.15% of portfolio
4,813
Q1 2024 Reduced 8.32%
$165B
$1.16 Billion 0.15% of portfolio
2,427
Q4 2024 Reduced 30.72%
$54B
$1.13 Billion 0.15% of portfolio
5,882
Q4 2024 Reduced 5.16%
$305B
$1.12 Billion 0.15% of portfolio
15,560
Q1 2025 Added 6.87%
$143B
$1.04 Billion 0.14% of portfolio
2,856
Q1 2025 Reduced 3.19%
$18.7B
$986 Million 0.13% of portfolio
6,950
Q4 2024 Reduced 1.42%
$91B
$961 Million 0.13% of portfolio
2,280
Q1 2025 Added 1.33%
$2.07B
$896 Million 0.12% of portfolio
26,864
Q1 2025 New
$0
$898 Million 0.12% of portfolio
1,623
Q1 2025 Added 51.68%
$2.75B
$899 Million 0.12% of portfolio
8,235
Q1 2025 New
$0
$804 Million 0.11% of portfolio
1,460
Q1 2025 Reduced 2.34%
$286B
$827 Million 0.11% of portfolio
5,961
Q1 2025 Added 5.3%
$124B
$832 Million 0.11% of portfolio
374
Q4 2024 Added 4.76%
$0
$756 Million 0.1% of portfolio
6,525
Q4 2023 New
$152B
$713 Million 0.09% of portfolio
4,706
Q1 2025 Reduced 0.76%
$205B
$712 Million 0.09% of portfolio
8,607
Q1 2025 Reduced 8.5%
$337B
$651 Million 0.09% of portfolio
3,499
Q1 2025 Added 2.94%
$222B
$634 Million 0.08% of portfolio
5,464
Q1 2025 Added 1.52%
$545B
$593 Million 0.08% of portfolio
538
Q1 2025 Reduced 4.1%
$5.53B
$628 Million 0.08% of portfolio
466
Q1 2025 Added 4.72%
$542B
$620 Million 0.08% of portfolio
1,162
Q2 2024 Added 20.79%
$1.12T
$573 Million 0.08% of portfolio
3,472
Q4 2024 Added 0.46%
$151B
$647 Million 0.08% of portfolio
3,249
Q1 2025 Added 18.19%
$0
$622 Million 0.08% of portfolio
2,297
Q1 2025 Added 1.37%
$75.2B
$629 Million 0.08% of portfolio
6,696
Q1 2025 Added 5.25%
$68.4B
$513 Million 0.07% of portfolio
142
Q3 2024 Reduced 1.39%
-
$537 Million 0.07% of portfolio
-
Q1 2025 Reduced 0.58%
$145B
$555 Million 0.07% of portfolio
8,392
Q4 2024 Reduced 25.87%
$76.7B
$543 Million 0.07% of portfolio
1,997
Q4 2024 Reduced 41.64%
$284B
$511 Million 0.07% of portfolio
3,000
Q1 2025 Added 15.38%
$108B
$510 Million 0.07% of portfolio
1,674
Q2 2024 Reduced 4.83%
$256B
$466 Million 0.06% of portfolio
4,898
Q1 2025 Added 36.09%
$129B
$430 Million 0.06% of portfolio
4,425
Q4 2024 Reduced 0.56%
$0
$420 Million 0.06% of portfolio
2,552
Q2 2024 Added 90.31%
$0
$446 Million 0.06% of portfolio
944
Q3 2024 Added 16.83%
$181B
$375 Million 0.05% of portfolio
2,809
Q1 2025 Added 13.45%
$38.4B
$383 Million 0.05% of portfolio
1,339
Q2 2024 Added 5.35%
$0
$393 Million 0.05% of portfolio
15,544
Q4 2024 Added 300.0%
$122B
$390 Million 0.05% of portfolio
817
Q4 2024 Reduced 45.82%
$23.4B
$396 Million 0.05% of portfolio
2,965
Q4 2023 New
$54.7B
$359 Million 0.05% of portfolio
1,940
Q4 2023 New
$25.2B
$350 Million 0.05% of portfolio
2,070
Q1 2025 Reduced 0.96%
$92.1B
$345 Million 0.05% of portfolio
5,255
Q1 2025 Added 15.01%
$158B
$305 Million 0.04% of portfolio
663
Q1 2024 Reduced 98.16%
$17B
$304 Million 0.04% of portfolio
2,608
Q1 2025 Reduced 7.12%
$105B
$299 Million 0.04% of portfolio
5,137
Q1 2025 Added 17.5%
Blackrock Inc
-
$308 Million 0.04% of portfolio
-
Q1 2025 Reduced 2.87%
-
$314 Million 0.04% of portfolio
-
Q4 2023 New
$0
$309 Million 0.04% of portfolio
1,220
Q4 2023 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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