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

SEC FilingSEC DataHachi Filing

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
CIK: barlow-wealth-partners
Manager Name: Barlow-Wealth-Partners

Data Enrichment

98% identified

131 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

134 positions • $761.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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GENUINE PARTS CO

GPC|372460105

Shares:2.6K

Value:$304.2K

% of Portfolio:0.0% ($304.2K/$761.4M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:5.1K

Value:$299.3K

% of Portfolio:0.0% ($299.3K/$761.4M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:4.5K

Value:$297.2K

% of Portfolio:0.0% ($297.2K/$761.4M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.1K

Value:$283.4K

% of Portfolio:0.0% ($283.4K/$761.4M)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.1K

Value:$275.7K

% of Portfolio:0.0% ($275.7K/$761.4M)

US BANCORP \DE\

USB|902973304

Shares:6.7K

Value:$268.9K

% of Portfolio:0.0% ($268.9K/$761.4M)

922908611

VBR|922908611

Shares:1.5K

Value:$264.6K

% of Portfolio:0.0% ($264.6K/$761.4M)

REPUBLIC BANCORP INC /KY/

RBCAA|760281204

Shares:3.9K

Value:$264.0K

% of Portfolio:0.0% ($264.0K/$761.4M)

Chubb Ltd

CB|H1467J104

Shares:937

Value:$261.5K

% of Portfolio:0.0% ($261.5K/$761.4M)

Tesla, Inc.

TSLA|88160R101

Shares:911

Value:$259.6K

% of Portfolio:0.0% ($259.6K/$761.4M)

OLD NATIONAL BANCORP /IN/

ONB|680033107

Shares:12.3K

Value:$256.5K

% of Portfolio:0.0% ($256.5K/$761.4M)

FIRST CAPITAL INC

FCAP|31942S104

Shares:5.3K

Value:$256.3K

% of Portfolio:0.0% ($256.3K/$761.4M)

CATERPILLAR INC

CAT|149123101

Shares:836

Value:$256.2K

% of Portfolio:0.0% ($256.2K/$761.4M)

922042775

VEU|922042775

Shares:4.0K

Value:$245.6K

% of Portfolio:0.0% ($245.6K/$761.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.1K

Value:$244.5K

% of Portfolio:0.0% ($244.5K/$761.4M)

HOME DEPOT, INC.

HD|437076102

Shares:672

Value:$240.3K

% of Portfolio:0.0% ($240.3K/$761.4M)

SOUTHERN CO

SO|842587107

Shares:2.7K

Value:$239.9K

% of Portfolio:0.0% ($239.9K/$761.4M)

Medtronic plc

MDT|G5960L103

Shares:2.8K

Value:$237.9K

% of Portfolio:0.0% ($237.9K/$761.4M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:896

Value:$237.3K

% of Portfolio:0.0% ($237.3K/$761.4M)

316092808

Shares:1.5K

Value:$237.2K

% of Portfolio:0.0% ($237.2K/$761.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GENUINE PARTS CO(GPCcusip372460105)	2.6K	QoQ -7.12% (-200) YoY -36.97% (-1.5K)	All Managers (Combined)	$304.2K	0.0% ($304.2K/$761.4M)	QoQ -7.70% (-$25.4K) YoY -49.43% (-$297.4K)
ALTRIA GROUP, INC.(MOcusip02209S103)	5.1K	QoQ +17.49% (+765) YoY -12.54% (-737)	All Managers (Combined)	$299.3K	0.0% ($299.3K/$761.4M)	QoQ +34.11% (+$76.1K) YoY +24.11% (-$58.2K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	4.5K	QoQ -97.22% (-159.5K) YoY -97.05% (-150.0K)	All Managers (Combined)	$297.2K	0.0% ($297.2K/$761.4M)	QoQ -97.97% (-$14.4M) YoY -97.02% (-$9.7M)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.1K	QoQ 0.00% (-0) YoY -45.70% (-893)	All Managers (Combined)	$283.4K	0.0% ($283.4K/$761.4M)	QoQ -12.96% (-$42.2K) YoY -37.35% (-$169.0K)
ABBOTT LABORATORIES(ABTcusip002824100)	2.1K	QoQ +1.90% (+40) YoY -4.88% (-110)	All Managers (Combined)	$275.7K	0.0% ($275.7K/$761.4M)	QoQ +18.18% (+$42.4K) YoY +12.31% (-$30.2K)
US BANCORP \DE\(USBcusip902973304)	6.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$268.9K	0.0% ($268.9K/$761.4M)	QoQ -21.57% (-$74.0K) YoY -3.99% (-$11.2K)
(VBRcusip922908611)	1.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$264.6K	0.0% ($264.6K/$761.4M)	QoQ -11.56% (-$34.6K) YoY -1.50% (-$4.0K)
REPUBLIC BANCORP INC /KY/(RBCAAcusip760281204)	3.9K	QoQ -0.95% (-38) YoY -27.17% (-1.5K)	All Managers (Combined)	$264.0K	0.0% ($264.0K/$761.4M)	QoQ -2.41% (-$6.5K) YoY +1.56% (-$4.1K)
Chubb Ltd(CBcusipH1467J104)	937	QoQ -0.63% (-6) YoY +9.59% (+82)	All Managers (Combined)	$261.5K	0.0% ($261.5K/$761.4M)	QoQ +3.32% (-$8.4K) YoY +24.43% (+$51.4K)
Tesla, Inc.(TSLAcusip88160R101)	911	QoQ -0.32% (-3) YoY NEW(+911)	All Managers (Combined)	$259.6K	0.0% ($259.6K/$761.4M)	QoQ -33.67% (-$131.8K) YoY NEW(+$259.6K)
OLD NATIONAL BANCORP /IN/(ONBcusip680033107)	12.3K	QoQ 0.00% (-0) YoY NEW(+12.3K)	All Managers (Combined)	$256.5K	0.0% ($256.5K/$761.4M)	QoQ -8.43% (-$23.6K) YoY NEW(+$256.5K)
FIRST CAPITAL INC(FCAPcusip31942S104)	5.3K	QoQ NEW(+5.3K) YoY NEW(+5.3K)	All Managers (Combined)	$256.3K	0.0% ($256.3K/$761.4M)	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	0.0% ($256.2K/$761.4M)	QoQ -20.25% (-$65.1K) YoY -16.18% (-$49.5K)
(VEUcusip922042775)	4.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$245.6K	0.0% ($245.6K/$761.4M)	QoQ +7.56% (+$17.3K) YoY +8.37% (+$19.0K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$244.5K	0.0% ($244.5K/$761.4M)	QoQ NEW(+$244.5K) YoY NEW(+$244.5K)
HOME DEPOT, INC.(HDcusip437076102)	672	QoQ 0.00% (-0) YoY -28.51% (-268)	All Managers (Combined)	$240.3K	0.0% ($240.3K/$761.4M)	QoQ -11.94% (-$32.6K) YoY -25.44% (-$82.0K)
SOUTHERN CO(SOcusip842587107)	2.7K	QoQ NEW(+2.7K) YoY -14.96% (-467)	All Managers (Combined)	$239.9K	0.0% ($239.9K/$761.4M)	QoQ NEW(+$239.9K) YoY +11.87% (-$25.5K)
Medtronic plc(MDTcusipG5960L103)	2.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$237.9K	0.0% ($237.9K/$761.4M)	QoQ -1.45% (-$3.5K) YoY +5.02% (+$11.4K)
AMERICAN EXPRESS CO(AXPcusip025816109)	896	QoQ 0.00% (-0) YoY NEW(+896)	All Managers (Combined)	$237.3K	0.0% ($237.3K/$761.4M)	QoQ -15.21% (-$42.6K) YoY NEW(+$237.3K)
(cusip316092808)✕	1.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$237.2K	0.0% ($237.2K/$761.4M)	QoQ -12.28% (-$33.2K) YoY +6.17% (+$13.8K)