Barlow Wealth Partners, Inc. Reduced Holdings in Q4 2025

Barlow Wealth Partners, Inc.

  • $927 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VEEV
Veeva Systems Inc

Healthcare
-16.9K
- 31.31%
$283.73 - $306.22 $4.8M - $5.18M
37.1K $8.91B
CEG
Constellation Energy Corp

Utilities
-16.3K
- 23.67%
$335.74 - $401.43 $5.47M - $6.55M
52.6K $18B
MELI
Mercadolibre Inc

Consumer Cyclical
-2.76K
- 24.02%
$2024.98 - $2360.76 $5.6M - $6.52M
8.74K $19B
FTNT
Fortinet, Inc.

Technology
-1.62K
- 0.88%
$80.54 - $87.52 $130K - $142K
182K $14.4B
ADBE
Adobe Inc.

Technology
-647
- 1.79%
$325.07 - $359.91 $210K - $233K
35.6K $11.9B
MORN
Morningstar, Inc.

Financial Services
-1.94K
- 3.38%
$208.83 - $228.23 $406K - $443K
55.5K $12B
TT
Trane Technologies PLC

Industrials
-745
- 11.67%
$408.5 - $448.65 $304K - $334K
5.64K $2.15B
ASML
Asml Holding Nv

Technology
-6.6K
- 21.72%
$936.19 - $1075.45 $6.17M - $7.09M
23.8K $30.3B
BFB
Brown Forman Corp Cl B
-9.3K
- 18.8%
N/A
40.2K $1.04B
IVV
Ishares Core S&P 500 ETF

ETFs
-384
- 20.65%
$656.2 - $690.71 $252K - $265K
1.48K $1.03B
AMGN
Amgen Inc

Healthcare
-1.1K
- 16.13%
$290.13 - $341.71 $320K - $377K
5.74K $1.87B
HUM
Humana Inc

Healthcare
-441
- 16.24%
$236.74 - $298.04 $104K - $131K
2.28K $630M
PG
Procter & Gamble CO

Consumer Defensive
-394
- 4.83%
$145.5 - $153.18 $57.3K - $60.4K
7.77K $1.1B
ADP
Automatic Data Processing Inc

Industrials
-38
- 0.82%
$250.9 - $292.94 $9.53K - $11.1K
4.57K $1.22B
UNH
Unitedhealth Group Inc

Healthcare
-15
- 0.59%
$320.52 - $369.92 $4.81K - $5.55K
2.53K $871M
PEP
Pepsico Inc

Consumer Defensive
-50
- 2.26%
$138.84 - $153.71 $6.94K - $7.69K
2.17K $303M
ITW
Illinois Tool Works Inc

Industrials
-146
- 3.17%
$242.03 - $260.73 $35.3K - $38.1K
4.46K $1.14B
DIS
Walt Disney CO

Communication Services
-185
- 2.71%
$105.69 - $116.65 $19.6K - $21.6K
6.65K $771M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-33
- 3.17%
$589.5 - $635.77 $19.5K - $21K
1.01K $631M
SPGI
S&P Global Inc.

Financial Services
-215
- 9.36%
$472.05 - $502.96 $101K - $108K
2.08K $1.13B
SPY
Spdr S&P 500 ETF Trust

ETFs
-10
- 0.62%
$653.02 - $687.39 $6.53K - $6.87K
1.6K $1.11B
ELV
Elevance Health, Inc.

Healthcare
-4
- 0.18%
$303.78 - $362.34 $1.22K - $1.45K
2.21K $822M
ACN
Accenture PLC

Technology
-250
- 4.29%
$234.02 - $253.35 $58.5K - $63.3K
5.57K $1.56B
JNJ
Johnson & Johnson

Healthcare
-675
- 2.72%
$185.98 - $199.58 $126K - $135K
24.1K $4.93B
MRK
Merck & Co., Inc.

Healthcare
-85
- 1.11%
$82.49 - $92.93 $7.01K - $7.9K
7.54K $833M
XOM
Exxon Mobil Corp

Energy
-153
- 0.77%
$110.64 - $119.78 $16.9K - $18.3K
19.6K $2.45B
MLI
Mueller Industries Inc

Industrials
-44.2K
- 14.78%
$96.96 - $109.12 $4.29M - $4.82M
255K $31.5B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-35
- 0.34%
$178.37 - $198.46 $6.24K - $6.95K
10.4K $2.26B
GOOGL
Alphabet Inc.

Communication Services
-228
- 1.32%
$236.57 - $291.31 $53.9K - $66.4K
17.1K $5.61B
JPM
Jpmorgan Chase & CO

Financial Services
-875
- 1.02%
$294.11 - $320.41 $257K - $280K
84.9K $28B
TJX
Tjx Companies Inc

Consumer Cyclical
-1.19K
- 0.57%
$138.56 - $147.63 $164K - $175K
205K $32.4B
RGLD
Royal Gold Inc

Basic Materials
-2.68K
- 2.32%
$169.08 - $206.65 $454K - $554K
113K $27.7B
GOOG
Alphabet Inc.

Communication Services
-13.3K
- 5.35%
$237.49 - $291.74 $3.17M - $3.89M
236K $77.6B
Activity Summary
Buys All Purchases 48 New Holdings 7 Increased Positions 41 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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