Barlow-Wealth-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ "MORN", "HUM", "ACN", "ABT", "ABBV", "ADBE", "APD", "ALL", "GOOGL", "AXP", "ASML", "BLK", "CAT", "AVGO", "LOW", "WRB", "CMI", "PECO", "GD", "HON", "HD", "MCD", "INTU", "FCAP", "QCOM", "SYBT", "HLI", "ITW", "AMAT", "META", "RBCAA", "SYPR", "MA", "MDT", "MSFT", "MDLZ", "MS", "FICO", "GPC", "ORLY", "HSY", "KR", "PYPL", "PEP", "PNC", "IVV", "UNH", "AAPL", "SPY", "NVDA", "LMT", "PG", "MRK", "MKC", "AMGN", "SPGI", "NOW", "SHOP", "SHEL", "GLD", "IBM", "SYK", "TKO", "TXN", "TJX", "PNFP", "VV", null, "TRMK", "EME", "TSM", "VRTX", null, "TT", "ONB", "RGLD", "MLI", "DOV", "DECK", "FSLR", "FTNT", "AMZN", "FNB", null, "VEU", "USB", "VBR", "VT", "VTV", "V", "WMT", "WAT", "WPC", "GRMN", "SCHG", "SCHF", "SO", "MELI", "GWW", "PAYC", "KMB", "LULU", "ADP", "AZO", "BRK-A", "BRK-B", "BF-B", "BF-A", "CVX", "CINF", "CB", "CHDN", "KO", "CL", "STZ", "CEG", "COST", "CRWD", "DE", "DFS", "NEE", "QQQ", "DIS", "ELV", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "MO", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-28
- Total Holdings
- 134
- Total Value
- 761435350
- Accession Number
- 0001951757-25-000466
- Form Type
- 13F-HR
- Manager Name
- Barlow-Wealth-Partners
Data Enrichment
98% identified131 identified3 unidentified
Holdings
134 positions
Manager:
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Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Alphabet Inc.(GOOGcusip02079K107) | 261.7K | All Managers (Combined) | $42.9M | ||
MICROSOFT CORP(MSFTcusip594918104) | 95.8K | All Managers (Combined) | $37.5M | ||
103.8K | All Managers (Combined) | $34.8M | |||
33.5K | All Managers (Combined) | $32.7M | |||
203.8K | All Managers (Combined) | $32.5M | |||
Apple Inc.(AAPLcusip037833100) | 129.1K | All Managers (Combined) | $27.0M | ||
202.0K | All Managers (Combined) | $25.6M | |||
50.1K | All Managers (Combined) | $24.7M | |||
98.7K | All Managers (Combined) | $22.5M | |||
87.0K | All Managers (Combined) | $21.2M | |||
NVIDIA CORP(NVDAcusip67066G104) | 188.9K | All Managers (Combined) | $21.0M | ||
91.1K | All Managers (Combined) | $20.3M | |||
ROYAL GOLD INC(RGLDcusip780287108) | 112.2K | All Managers (Combined) | $20.1M | ||
47.5K | All Managers (Combined) | $19.9M | |||
126.1K | All Managers (Combined) | $19.8M | |||
ELI LILLY & Co(LLYcusip532457108) | 21.4K | All Managers (Combined) | $18.9M | ||
BERKLEY W R CORP(WRBcusip084423102) | 259.1K | All Managers (Combined) | $18.3M | ||
181.1K | All Managers (Combined) | $18.2M | |||
Fortinet, Inc.(FTNTcusip34959E109) | 177.1K | All Managers (Combined) | $18.0M | ||
ASML HOLDING NV(ASMLcusipN07059210) | 26.3K | YoY NEW(+26.3K) | All Managers (Combined) | $17.8M | YoY NEW(+$17.8M) |