Barlow Wealth Partners, Inc. Portfolio Holdings

Barlow Wealth Partners, Inc.

  • $790 Billion
  • Q4 2024

Barlow Wealth Partners, Inc. has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $790 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $51B, Microsoft Corp with a value of $39.9B, Houlihan Lokey, Inc. with a value of $35.4B, Visa Inc. with a value of $32.4B, and Costco Wholesale Corp with a value of $30.7B.

Examining the 13F form we can see an increase of $25.3B in the current position value, from $765B to 790B.

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 $790 Billion
Technology: $228 Billion
Financial Services: $172 Billion
Industrials: $73.2 Billion
Communication Services: $66.5 Billion
Healthcare: $63.9 Billion
Consumer Cyclical: $59.1 Billion
Consumer Defensive: $36.9 Billion
Utilities: $27.8 Billion
Other: $42.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$399B
$1.28 Billion 0.16% of portfolio
8,022
Q4 2024 Reduced 10.75%
$13.8B
$1.3 Billion 0.16% of portfolio
6,950
Q4 2024 Reduced 1.42%
$78.7B
$1.22 Billion 0.15% of portfolio
4,813
Q1 2024 Reduced 8.32%
$161B
$1.21 Billion 0.15% of portfolio
2,427
Q4 2024 Reduced 30.72%
$46.9B
$1.21 Billion 0.15% of portfolio
20,696
Q4 2024 Reduced 4.61%
$143B
$1.09 Billion 0.14% of portfolio
2,950
Q4 2024 Added 0.03%
$55.4B
$1.11 Billion 0.14% of portfolio
5,882
Q4 2024 Reduced 5.16%
$238B
$942 Million 0.12% of portfolio
9,407
Q4 2024 Reduced 21.06%
$321B
$896 Million 0.11% of portfolio
5,661
Q4 2024 Added 6.17%
$300B
$899 Million 0.11% of portfolio
14,560
Q4 2024 Added 0.22%
$133B
$846 Million 0.11% of portfolio
4,742
Q4 2024 Reduced 42.6%
$105B
$876 Million 0.11% of portfolio
2,250
Q4 2024 Reduced 91.77%
$1.31T
$805 Million 0.1% of portfolio
1,304
Q4 2024 Added 3.99%
$33.8B
$761 Million 0.1% of portfolio
2,723
Q4 2024 Reduced 22.42%
$795B
$811 Million 0.1% of portfolio
1,086
Q4 2024 Reduced 46.53%
$104B
$687 Million 0.09% of portfolio
374
Q4 2024 Added 4.76%
$203B
$703 Million 0.09% of portfolio
5,382
Q4 2024 Reduced 6.92%
$140B
$604 Million 0.08% of portfolio
2,749
Q4 2024 Reduced 29.4%
$511B
$607 Million 0.08% of portfolio
1,162
Q2 2024 Added 20.79%
$84.2B
$536 Million 0.07% of portfolio
445
Q1 2024 Reduced 1.55%
$375B
$582 Million 0.07% of portfolio
3,399
Q4 2024 Reduced 19.55%
$139B
$581 Million 0.07% of portfolio
8,392
Q4 2024 Reduced 25.87%
-
$535 Million 0.07% of portfolio
-
Q4 2024 Reduced 19.81%
$73.6B
$531 Million 0.07% of portfolio
1,997
Q4 2024 Reduced 41.64%
$75.4B
$559 Million 0.07% of portfolio
6,362
Q4 2023 New
$121B
$461 Million 0.06% of portfolio
4,425
Q4 2024 Reduced 0.56%
$427B
$476 Million 0.06% of portfolio
561
Q2 2024 Reduced 0.53%
$68.2B
$455 Million 0.06% of portfolio
142
Q3 2024 Reduced 1.39%
$25.6B
$399 Million 0.05% of portfolio
2,090
Q4 2023 New
$745B
$391 Million 0.05% of portfolio
914
Q3 2024 New
$204B
$358 Million 0.05% of portfolio
2,476
Q4 2024 Reduced 8.33%
$44.3B
$364 Million 0.05% of portfolio
1,940
Q4 2023 New
$123B
$395 Million 0.05% of portfolio
817
Q4 2024 Reduced 45.82%
$23.5B
$419 Million 0.05% of portfolio
2,965
Q4 2023 New
$63.4B
$343 Million 0.04% of portfolio
6,736
Q1 2024 Reduced 6.29%
$65.2B
$326 Million 0.04% of portfolio
1,061
Q4 2024 Reduced 45.56%
$177B
$284 Million 0.04% of portfolio
1,440
Q4 2024 Added 1.84%
$239B
$308 Million 0.04% of portfolio
2,600
Q4 2024 Reduced 20.61%
$24.6B
$305 Million 0.04% of portfolio
2,550
Q1 2024 New
-
$328 Million 0.04% of portfolio
-
Q4 2023 New
$22.2B
$278 Million 0.04% of portfolio
700
Q4 2023 New
$12.4B
$279 Million 0.04% of portfolio
2,200
Q4 2024 New
$234B
$329 Million 0.04% of portfolio
3,599
Q1 2024 New
$17.6B
$330 Million 0.04% of portfolio
2,808
Q4 2024 Reduced 32.14%
$202B
$280 Million 0.04% of portfolio
896
Q3 2024 Added 0.11%
$145B
$284 Million 0.04% of portfolio
663
Q1 2024 Reduced 98.16%
$179B
$321 Million 0.04% of portfolio
857
Q4 2024 Added 2.51%
$6.33B
$280 Million 0.04% of portfolio
12,309
Q2 2024 New
$38.4B
$318 Million 0.04% of portfolio
1,339
Q2 2024 Added 5.35%

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $790 Billion
  • Prior Value $765 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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