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:
Search and click to pin securities to the top
Page 2 of 7
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
226.8K | All Managers (Combined) | $16.6M | |||
Accenture plc(ACNcusipG1151C101) | 52.9K | All Managers (Combined) | $15.5M | ||
37.7K | YoY NEW(+37.7K) | All Managers (Combined) | $15.5M | YoY NEW(+$15.5M) | |
27.0K | All Managers (Combined) | $14.8M | |||
GARMIN LTD(GRMNcusipH2906T109) | 72.5K | All Managers (Combined) | $14.4M | ||
13.9K | QoQ +1.26% (-174)YoY +6.90% (+898) | All Managers (Combined) | $14.1M | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 116.7K | All Managers (Combined) | $12.7M | ||
ADOBE INC.(ADBEcusip00724F101) | 33.8K | All Managers (Combined) | $12.4M | ||
CUMMINS INC(CMIcusip231021106) | 42.3K | All Managers (Combined) | $12.4M | ||
126.1K | All Managers (Combined) | $11.1M | |||
HERSHEY CO(HSYcusip427866108) | 67.6K | QoQ NEW(+67.6K) YoY NEW(+67.6K) | All Managers (Combined) | $11.0M | QoQ NEW(+$11.0M) YoY NEW(+$11.0M) |
INTUIT INC.(INTUcusip461202103) | 17.4K | All Managers (Combined) | $10.9M | ||
36.7K | All Managers (Combined) | $10.3M | |||
FAIR ISAAC CORP(FICOcusip303250104) | 4.8K | QoQ +0.69% (-33) | All Managers (Combined) | $9.3M | |
28.4K | All Managers (Combined) | $7.6M | |||
ServiceNow, Inc.(NOWcusip81762P102) | 5.5K | QoQ NEW(+5.5K) YoY NEW(+5.5K) | All Managers (Combined) | $5.2M | QoQ NEW(+$5.2M) YoY NEW(+$5.2M) |
61.5K | QoQ 0.00% (+0) | All Managers (Combined) | $4.6M | ||
5 | QoQ -16.66% (-1)YoY -28.57% (-2) | All Managers (Combined) | $4.0M | ||
25.7K | All Managers (Combined) | $4.0M | |||
7.1K | All Managers (Combined) | $3.8M |