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 | ||
---|---|---|---|---|---|
374 | QoQ 0.00% (+0)YoY +4.76% (+17) | All Managers (Combined) | $832.5K | ||
CHEVRON CORP(CVXcusip166764100) | 6.0K | All Managers (Combined) | $827.0K | ||
1.5K | QoQ -2.34% (-35) | All Managers (Combined) | $804.1K | ||
6.5K | All Managers (Combined) | $755.6K | |||
HUMANA INC(HUMcusip444859102) | 2.7K | QoQ 0.00% (-0) | All Managers (Combined) | $720.1K | |
4.7K | All Managers (Combined) | $713.2K | |||
8.6K | All Managers (Combined) | $712.1K | |||
AbbVie Inc.(ABBVcusip00287Y109) | 3.5K | All Managers (Combined) | $651.0K | ||
3.2K | All Managers (Combined) | $647.1K | |||
MORGAN STANLEY(MScusip617446448) | 5.5K | QoQ +1.52% (-82)YoY -5.49% (-318) | All Managers (Combined) | $633.9K | |
6.7K | QoQ +5.24% (+334)YoY +5.24% (+334) | All Managers (Combined) | $628.8K | ||
466 | QoQ +4.71% (+21)YoY +4.71% (+21) | All Managers (Combined) | $627.7K | ||
2.3K | QoQ +1.36% (-31)YoY +1.36% (+31) | All Managers (Combined) | $621.7K | ||
Mastercard Inc(MAcusip57636Q104) | 1.2K | QoQ 0.00% (+0) | All Managers (Combined) | $619.9K | |
NETFLIX INC(NFLXcusip64110L106) | 538 | QoQ -4.09% (-23)YoY -4.60% (-26) | All Managers (Combined) | $592.6K | |
3.5K | QoQ 0.00% (-0) | All Managers (Combined) | $573.2K | ||
8.4K | QoQ 0.00% (-0) | All Managers (Combined) | $554.6K | ||
2.0K | QoQ 0.00% (+0) | All Managers (Combined) | $543.1K | ||
15.9K | All Managers (Combined) | $537.3K | |||
AUTOZONE INC(AZOcusip053332102) | 142 | QoQ 0.00% (+0)YoY -1.38% (-2) | All Managers (Combined) | $512.5K |