Barlow Wealth Partners, Inc. Portfolio Holdings

Barlow Wealth Partners, Inc.

  • $765 Billion
  • Q3 2024

Barlow Wealth Partners, Inc. has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $765 Billion distributed in 147 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $41.2B, Microsoft Corp with a value of $37.7B, Houlihan Lokey, Inc. with a value of $29B, Costco Wholesale Corp with a value of $28.1B, and Constellation Energy Corp with a value of $27.3B.

Examining the 13F form we can see an increase of $42.6B in the current position value, from $722B to 765B.

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 $765 Billion
Technology: $185 Billion
Financial Services: $149 Billion
Healthcare: $110 Billion
Industrials: $68.5 Billion
Consumer Cyclical: $58.2 Billion
Communication Services: $54.4 Billion
Energy: $35.7 Billion
Consumer Defensive: $35.2 Billion
Other: $50 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$750B
$1.82 Billion 0.24% of portfolio
2,031
Q4 2023 New
$170B
$1.77 Billion 0.23% of portfolio
3,503
Q2 2024 Reduced 90.75%
$149B
$1.65 Billion 0.22% of portfolio
8,261
Q1 2024 Added 2.27%
$128B
$1.71 Billion 0.22% of portfolio
6,063
Q2 2024 Reduced 1.72%
$20.5B
$1.62 Billion 0.21% of portfolio
7,050
Q2 2024 Reduced 41.49%
$425B
$1.5 Billion 0.2% of portfolio
8,988
Q3 2024 Reduced 1.52%
$218B
$1.56 Billion 0.2% of portfolio
5,188
Q2 2024 Added 10.71%
$257B
$1.29 Billion 0.17% of portfolio
11,916
Q3 2024 Reduced 1.65%
$43.4B
$1.21 Billion 0.16% of portfolio
21,696
Q2 2024 Reduced 4.41%
$84.9B
$1.23 Billion 0.16% of portfolio
4,813
Q1 2024 Reduced 8.32%
$56.2B
$1.12 Billion 0.15% of portfolio
6,202
Q4 2023 New
$77.4B
$1.02 Billion 0.13% of portfolio
3,422
Q3 2024 Added 6.21%
$147B
$1.02 Billion 0.13% of portfolio
2,949
Q2 2024 Added 0.03%
$279B
$1 Billion 0.13% of portfolio
14,528
Q4 2023 New
$152B
$909 Million 0.12% of portfolio
11,320
Q1 2024 Added 8.64%
$137B
$913 Million 0.12% of portfolio
1,508
Q4 2023 New
$37.4B
$829 Million 0.11% of portfolio
3,510
Q2 2024 Reduced 0.45%
$318B
$806 Million 0.11% of portfolio
5,332
Q3 2024 Added 0.02%
$0
$835 Million 0.11% of portfolio
1,470
Q2 2024 Added 16.11%
$320B
$818 Million 0.11% of portfolio
4,225
Q1 2024 Reduced 0.09%
$155B
$792 Million 0.1% of portfolio
3,894
Q2 2024 Reduced 0.71%
$1.29T
$733 Million 0.1% of portfolio
1,254
Q3 2024 Added 14.63%
$0
$775 Million 0.1% of portfolio
6,525
Q4 2023 New
$106B
$701 Million 0.09% of portfolio
357
Q4 2023 New
$0
$635 Million 0.08% of portfolio
2,266
Q1 2024 Added 4.18%
$74.3B
$609 Million 0.08% of portfolio
1,949
Q3 2024 Reduced 0.26%
$0
$606 Million 0.08% of portfolio
1,062
Q3 2024 Added 20.27%
$222B
$622 Million 0.08% of portfolio
5,782
Q4 2023 New
$953B
$638 Million 0.08% of portfolio
3,456
Q3 2024 Added 27.72%
$80.6B
$627 Million 0.08% of portfolio
6,362
Q4 2023 New
$52.7B
$517 Million 0.07% of portfolio
3,758
Q4 2023 New
$78.1B
$512 Million 0.07% of portfolio
445
Q1 2024 Reduced 1.55%
$504B
$571 Million 0.07% of portfolio
1,162
Q2 2024 Added 20.79%
$18.1B
$559 Million 0.07% of portfolio
4,138
Q4 2023 New
$72.1B
$573 Million 0.07% of portfolio
5,126
Q4 2023 New
$24.7B
$543 Million 0.07% of portfolio
1,239
Q4 2023 New
$59.7B
$434 Million 0.06% of portfolio
142
Q3 2024 Reduced 1.39%
$88.9B
$495 Million 0.06% of portfolio
6,976
Q4 2023 New
$245B
$490 Million 0.06% of portfolio
9,329
Q3 2024 Reduced 0.24%
$0
$442 Million 0.06% of portfolio
2,552
Q2 2024 Added 90.31%
$0
$455 Million 0.06% of portfolio
944
Q3 2024 Added 16.83%
$223B
$452 Million 0.06% of portfolio
2,701
Q3 2024 Reduced 4.93%
$513B
$479 Million 0.06% of portfolio
2,819
Q2 2024 Reduced 12.81%
$48.2B
$482 Million 0.06% of portfolio
6,887
Q4 2023 New
$25.4B
$394 Million 0.05% of portfolio
2,965
Q4 2023 New
$205B
$389 Million 0.05% of portfolio
3,275
Q3 2024 Reduced 3.82%
$133B
$360 Million 0.05% of portfolio
4,450
Q3 2024 Reduced 1.11%
$176B
$388 Million 0.05% of portfolio
2,325
Q2 2024 Added 5.68%
$29B
$392 Million 0.05% of portfolio
2,090
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $765 Billion
  • Prior Value $722 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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