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 7 of 7
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
WATERS CORP /DE/(WATcusip941848103) | 700 | All Managers (Combined) | $236.5K | ||
1.4K | QoQ +0.13% (-2)YoY +2.26% (+32) | All Managers (Combined) | $234.9K | ||
FNB CORP/PA/(FNBcusip302520101) | 17.6K | All Managers (Combined) | $234.2K | ||
1.3K | All Managers (Combined) | $233.0K | |||
1.7K | All Managers (Combined) | $230.2K | |||
538 | QoQ NEW(+538) YoY NEW(+538) | All Managers (Combined) | $228.6K | QoQ NEW(+$228.6K) YoY NEW(+$228.6K) | |
3.0K | QoQ 0.00% (+0) | All Managers (Combined) | $219.9K | ||
994 | QoQ 0.00% (-0)YoY NEW(+994) | All Managers (Combined) | $219.6K | YoY NEW(+$219.6K) | |
3.3K | All Managers (Combined) | $215.5K | |||
6.0K | All Managers (Combined) | $211.6K | |||
10.1K | QoQ NEW(+10.1K) YoY NEW(+10.1K) | All Managers (Combined) | $206.6K | QoQ NEW(+$206.6K) YoY NEW(+$206.6K) | |
QUALCOMM INC/DE(QCOMcusip747525103) | 1.4K | QoQ NEW(+1.4K) | All Managers (Combined) | $200.6K | QoQ NEW(+$200.6K) |
Broadcom Inc.(AVGOcusip11135F101) | 1.0K | QoQ 0.00% (-0)YoY NEW(+1.0K) | All Managers (Combined) | $200.0K | YoY NEW(+$200.0K) |
25.0K | All Managers (Combined) | $42.5K |