Barlow Wealth Partners, Inc. Portfolio Holdings

Barlow Wealth Partners, Inc.

  • $722 Billion
  • Q2 2024

Barlow Wealth Partners, Inc. has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $722 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $42.8B, Microsoft Corp with a value of $38.9B, Costco Wholesale Corp with a value of $26.3B, Apple Inc. with a value of $25.9B, and Houlihan Lokey, Inc. with a value of $25.3B.

Examining the 13F form we can see an decrease of $12.3B in the current position value, from $735B to 722B.

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 $722 Billion
Technology: $173 Billion
Financial Services: $137 Billion
Healthcare: $112 Billion
Consumer Cyclical: $65 Billion
Communication Services: $55.6 Billion
Industrials: $52.5 Billion
Consumer Defensive: $33.4 Billion
Energy: $31.6 Billion
Other: $46.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $722 Billion
  • Prior Value $735 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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