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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Page 6 of 7
316092808
Shares:1.5K
Value:$237.2K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
GENUINE PARTS CO(GPCcusip372460105) | 2.6K | All Managers (Combined) | $304.2K | ||
5.1K | All Managers (Combined) | $299.3K | |||
4.5K | All Managers (Combined) | $297.2K | |||
1.1K | QoQ 0.00% (-0) | All Managers (Combined) | $283.4K | ||
2.1K | QoQ +1.90% (+40)YoY -4.88% (-110) | All Managers (Combined) | $275.7K | ||
US BANCORP \DE\(USBcusip902973304) | 6.7K | All Managers (Combined) | $268.9K | ||
1.5K | All Managers (Combined) | $264.6K | |||
3.9K | All Managers (Combined) | $264.0K | |||
937 | QoQ -0.63% (-6)YoY +9.59% (+82) | All Managers (Combined) | $261.5K | ||
Tesla, Inc.(TSLAcusip88160R101) | 911 | QoQ -0.32% (-3)YoY NEW(+911) | All Managers (Combined) | $259.6K | YoY NEW(+$259.6K) |
12.3K | QoQ 0.00% (-0)YoY NEW(+12.3K) | All Managers (Combined) | $256.5K | YoY NEW(+$256.5K) | |
5.3K | QoQ NEW(+5.3K) YoY NEW(+5.3K) | All Managers (Combined) | $256.3K | QoQ NEW(+$256.3K) YoY NEW(+$256.3K) | |
CATERPILLAR INC(CATcusip149123101) | 836 | QoQ -2.45% (-21)YoY 0.00% (-0) | All Managers (Combined) | $256.2K | |
4.0K | All Managers (Combined) | $245.6K | |||
1.1K | QoQ NEW(+1.1K) YoY NEW(+1.1K) | All Managers (Combined) | $244.5K | QoQ NEW(+$244.5K) YoY NEW(+$244.5K) | |
HOME DEPOT, INC.(HDcusip437076102) | 672 | QoQ 0.00% (-0) | All Managers (Combined) | $240.3K | |
SOUTHERN CO(SOcusip842587107) | 2.7K | QoQ NEW(+2.7K) | All Managers (Combined) | $239.9K | QoQ NEW(+$239.9K) |
Medtronic plc(MDTcusipG5960L103) | 2.8K | All Managers (Combined) | $237.9K | ||
896 | QoQ 0.00% (-0)YoY NEW(+896) | All Managers (Combined) | $237.3K | YoY NEW(+$237.3K) | |
(cusip316092808)✕ | 1.5K | All Managers (Combined) | $237.2K |