Barlow-Wealth-Partners

Filing Details

13F-HR2025-03-31
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% identified
131 identified3 unidentified

Holdings

134 positions
Manager:
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Page 5 of 7
Philip Morris International Inc.
Shares:3.0K
Value:$510.7K
SPDR GOLD TRUST
Shares:1.7K
Value:$510.1K
Walmart Inc.
Shares:4.9K
Value:$465.8K
INVESCO QQQ TRUST, SERIES 1
Shares:944
Value:$446.1K
SHOPIFY INC.
Shares:4.4K
Value:$429.8K
922908744
Shares:2.6K
Value:$420.4K
CINCINNATI FINANCIAL CORP
Shares:3.0K
Value:$396.4K
808524300
Shares:15.5K
Value:$393.0K
LOCKHEED MARTIN CORP
Shares:817
Value:$390.2K
03073E105
Shares:1.3K
Value:$382.8K
PEPSICO INC
Shares:2.8K
Value:$374.7K
Discover Financial Services
Shares:1.9K
Value:$358.6K
DOVER Corp
Shares:2.1K
Value:$349.9K
Mondelez International, Inc.
Shares:5.3K
Value:$344.7K
Walt Disney Co
Shares:3.6K
Value:$327.5K
025072232
Shares:4.5K
Value:$313.7K
922908637
Shares:1.2K
Value:$309.4K
BlackRock, Inc.
Shares:339
Value:$307.7K
W. P. Carey Inc.
Shares:5.0K
Value:$306.1K
DEERE & CO
Shares:663
Value:$304.5K