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 3 of 7
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Alphabet Inc.(GOOGLcusip02079K305) | 17.3K | All Managers (Combined) | $2.8M | ||
AMAZON COM INC(AMZNcusip023135106) | 12.5K | QoQ -0.40% (-51)YoY +3.96% (+477) | All Managers (Combined) | $2.4M | |
6.5K | QoQ +0.01% (-1)YoY +0.10% (+7) | All Managers (Combined) | $2.3M | ||
7.0K | QoQ -1.15% (-82) | All Managers (Combined) | $2.0M | ||
MCDONALDS CORP(MCDcusip580135101) | 5.6K | All Managers (Combined) | $1.8M | ||
10.3K | QoQ +2.30% (-233)YoY +1.76% (+179) | All Managers (Combined) | $1.6M | ||
5.1K | All Managers (Combined) | $1.5M | |||
43.0K | All Managers (Combined) | $1.5M | |||
9.0K | All Managers (Combined) | $1.5M | |||
19.7K | All Managers (Combined) | $1.4M | |||
S&P Global Inc.(SPGIcusip78409V104) | 2.4K | QoQ 0.00% (-0) | All Managers (Combined) | $1.2M | |
4.8K | All Managers (Combined) | $1.2M | |||
ALLSTATE CORP(ALLcusip020002101) | 5.9K | QoQ 0.00% (+0)YoY -5.15% (-320) | All Managers (Combined) | $1.1M | |
COCA COLA CO(KOcusip191216100) | 15.6K | All Managers (Combined) | $1.1M | ||
STRYKER CORP(SYKcusip863667101) | 2.9K | QoQ -3.18% (-94)YoY -3.12% (-92) | All Managers (Combined) | $1.0M | |
7.0K | QoQ 0.00% (-0) | All Managers (Combined) | $985.9K | ||
2.3K | All Managers (Combined) | $961.4K | |||
8.2K | QoQ NEW(+8.2K) YoY NEW(+8.2K) | All Managers (Combined) | $899.2K | QoQ NEW(+$899.2K) YoY NEW(+$899.2K) | |
1.6K | All Managers (Combined) | $897.8K | |||
TRUSTMARK CORP(TRMKcusip898402102) | 26.9K | QoQ NEW(+26.9K) YoY NEW(+26.9K) | All Managers (Combined) | $895.6K | QoQ NEW(+$895.6K) YoY NEW(+$895.6K) |