Barlow Wealth Partners, Inc. Top Holdings and 13F Report (2025) About Barlow Wealth Partners, Inc.Investment ActivityBarlow Wealth Partners, Inc. has $790.19 million in total holdings as of December 31, 2024.Barlow Wealth Partners, Inc. owns shares of 136 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 7.75% of the portfolio was purchased this quarter.About 10.10% of the portfolio was sold this quarter.This quarter, Barlow Wealth Partners, Inc. has purchased 147 new stocks and bought additional shares in 48 stocks.Barlow Wealth Partners, Inc. sold shares of 41 stocks and completely divested from 20 stocks this quarter.Largest Holdings Alphabet $50,978,695Microsoft $39,914,160Houlihan Lokey $35,351,153Visa $32,401,229Costco Wholesale $30,711,292 Largest New Holdings this Quarter NICE $15,451,926 HoldingASML $13,132,008 HoldingSalesforce $1,431,731 HoldingMedpace $1,383,494 HoldingBLACKROCK INC $353,600 Holding Largest Purchases this Quarter NICE 92,449 shares (about $15.45M)ASML 18,081 shares (about $13.13M)Houlihan Lokey 21,305 shares (about $3.73M)Pinnacle Financial Partners 26,311 shares (about $3.16M)Visa 5,445 shares (about $1.72M) Largest Sales this Quarter Elevance Health 25,105 shares (about $9.77M)Lululemon Athletica 14,426 shares (about $5.43M)Constellation Energy 7,476 shares (about $2.25M)ICON Public 3,978 shares (about $793.49K)Eli Lilly and Company 945 shares (about $705.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBarlow Wealth Partners, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGAlphabet$50,978,695$1,582,337 ▲3.2%258,8026.5%Computer and TechnologyMSFTMicrosoft$39,914,160$639,039 ▲1.6%93,6275.1%Computer and TechnologyHLIHoulihan Lokey$35,351,153$3,734,968 ▲11.8%201,6504.5%FinanceVVisa$32,401,229$1,722,141 ▲5.6%102,4454.1%Business ServicesCOSTCostco Wholesale$30,711,292$1,051,877 ▲3.5%33,2553.9%Retail/WholesaleAAPLApple$28,404,837$125,119 ▲0.4%119,4143.6%Computer and TechnologyCEGConstellation Energy$27,242,536$2,248,556 ▼-7.6%90,5763.4%Oils/EnergyTJXTJX Companies$23,805,192$942,403 ▲4.1%199,8583.0%Retail/WholesaleJPMJPMorgan Chase & Co.$21,704,379$1,710,681 ▲8.6%86,0092.7%FinancePNFPPinnacle Financial Partners$21,217,326$3,156,268 ▲17.5%176,8702.7%FinanceVRTXVertex Pharmaceuticals$21,089,965$907,068 ▲4.5%49,7102.7%MedicalPAYCPaycom Software$20,121,369$828,380 ▲4.3%97,9862.5%Computer and TechnologyUNHUnitedHealth Group$19,945,412$1,222,678 ▲6.5%36,7042.5%MedicalACNAccenture$18,283,945$644,205 ▲3.7%52,2802.3%Computer and TechnologyMLIMueller Industries$18,040,015$1,406,347 ▲8.5%222,0582.3%Industrial ProductsTKO GROUP HOLDINGS INC$17,945,783$794,811 ▲4.6%124,7022.3%CL AADBEAdobe$17,534,106$632,596 ▼-3.5%42,0202.2%Computer and TechnologyNVDANVIDIA$17,129,456$90,872 ▼-0.5%125,7302.2%Computer and TechnologyCMICummins$17,111,821$419,245 ▲2.5%47,4282.2%Auto/Tires/TrucksWHDCactus$17,083,352$756,017 ▲4.6%270,4352.2%Oils/EnergyFTNTFortinet$16,283,360$637,554 ▲4.1%174,9772.1%Computer and TechnologyCHDNChurchill Downs$15,958,677$390,313 ▲2.5%125,7682.0%Consumer DiscretionaryNICENICE$15,451,926$15,451,926 ▲New Holding92,4492.0%Computer and TechnologyWRBW. R. Berkley$15,297,843$879,441 ▲6.1%255,2191.9%FinanceGRMNGarmin$15,283,556$481,333 ▲3.3%71,6021.9%Computer and TechnologyEMEEMCOR Group$15,240,932$879,043 ▲6.1%30,3591.9%ConstructionRGLDRoyal Gold$15,166,092$843,853 ▲5.9%110,8721.9%Basic MaterialsGWWW.W. Grainger$15,016,907$391,413 ▲2.7%13,7351.9%Industrial ProductsPYPLPayPal$14,700,960$428,748 ▲3.0%164,0001.9%Computer and TechnologyASMLASML$13,132,008$13,132,008 ▲New Holding18,0811.7%Computer and TechnologyLULULululemon Athletica$11,909,613$5,433,697 ▼-31.3%31,6191.5%Consumer DiscretionaryMORNMorningstar$11,761,899$594,604 ▲5.3%35,9621.5%Business ServicesDISWalt Disney$10,890,124$92,170 ▲0.9%100,6661.4%Consumer DiscretionaryINTUIntuit$10,754,498$321,299 ▲3.1%17,3051.4%Computer and TechnologyFICOFair Isaac$9,633,443$245,710 ▲2.6%4,7441.2%Computer and TechnologyICLRICON Public$9,247,230$793,492 ▼-7.9%46,3591.2%MedicalSYBTStock Yards Bancorp$4,476,592$160,094 ▼-3.5%61,5170.6%FinanceBRK.ABerkshire Hathaway$4,131,0000.0%60.5%FinanceJNJJohnson & Johnson$3,742,546$370,108 ▼-9.0%25,8160.5%MedicalGOOGLAlphabet$3,378,1260.0%17,2750.4%Computer and TechnologyAMZNAmazon.com$2,807,956$19,878 ▲0.7%12,5720.4%Retail/WholesaleTTTrane Technologies$2,495,405$1,928 ▲0.1%6,4720.3%ConstructionBRK.BBerkshire Hathaway$2,473,661$10,087 ▲0.4%5,3950.3%FinanceXOMExxon Mobil$2,240,952$6,022 ▼-0.3%20,0960.3%Oils/EnergyPNCThe PNC Financial Services Group$2,026,231$16,236 ▼-0.8%10,1090.3%FinanceAMGNAmgen$1,903,288$210,042 ▼-9.9%7,0770.2%MedicalADPAutomatic Data Processing$1,519,657$259,046 ▼-14.6%5,1800.2%Business ServicesMCDMcDonald's$1,467,678$3,105 ▲0.2%5,1990.2%Retail/WholesaleBF.BBrown-Forman$1,456,621$302,267 ▼-17.2%43,2360.2%Consumer StaplesCRMSalesforce$1,431,731$1,431,731 ▲New Holding4,4580.2%Computer and TechnologyMEDPMedpace$1,383,494$1,383,494 ▲New Holding4,1270.2%MedicalFSLRFirst Solar$1,298,399$18,682 ▼-1.4%6,9500.2%Oils/EnergyPGProcter & Gamble$1,280,640$154,213 ▼-10.7%8,0220.2%Consumer StaplesITWIllinois Tool Works$1,221,5390.0%4,8130.2%Industrial ProductsKRKroger$1,214,648$58,690 ▼-4.6%20,6960.2%Retail/WholesaleSPGIS&P Global$1,205,054$534,256 ▼-30.7%2,4270.2%Business ServicesALLAllstate$1,105,992$60,170 ▼-5.2%5,8820.1%FinanceSYKStryker$1,087,405$369 ▲0.0%2,9500.1%MedicalMRKMerck & Co., Inc.$941,547$251,126 ▼-21.1%9,4070.1%MedicalKOCoca-Cola$899,371$1,977 ▲0.2%14,5600.1%Consumer StaplesCVXChevron$896,306$52,091 ▲6.2%5,6610.1%Oils/EnergySPYSPDR S&P 500 ETF Trust$886,380$14,822 ▲1.7%1,4950.1%FinanceELVElevance Health$875,903$9,773,131 ▼-91.8%2,2500.1%MedicalAMATApplied Materials$845,878$627,719 ▼-42.6%4,7420.1%Computer and TechnologyLLYEli Lilly and Company$810,960$705,670 ▼-46.5%1,0860.1%MedicalMETAMeta Platforms$804,824$30,860 ▲4.0%1,3040.1%Computer and TechnologyVTVanguard Total World Stock ETF$772,4830.0%6,5250.1%ETFHUMHumana$760,974$219,936 ▼-22.4%2,7230.1%MedicalTSMTaiwan Semiconductor Manufacturing$717,916$3,308 ▲0.5%3,4720.1%Computer and TechnologyMSMorgan Stanley$702,620$52,220 ▼-6.9%5,3820.1%FinanceMELIMercadoLibre$687,468$31,249 ▲4.8%3740.1%Retail/WholesaleVTIVanguard Total Stock Market ETF$665,5470.0%2,2660.1%ETFIVViShares Core S&P 500 ETF$637,324$4,765 ▲0.8%1,0700.1%ETFMAMastercard$606,9710.0%1,1620.1%Business ServicesHONHoneywell International$603,515$251,373 ▼-29.4%2,7490.1%Multi-Sector ConglomeratesABBVAbbVie$582,419$141,535 ▼-19.6%3,3990.1%MedicalNEENextEra Energy$581,482$202,881 ▼-25.9%8,3920.1%UtilitiesCLColgate-Palmolive$558,9650.0%6,3620.1%Consumer StaplesORLYO'Reilly Automotive$535,7980.0%4450.1%Retail/WholesaleBF.ABrown-Forman$534,817$132,106 ▼-19.8%15,9790.1%Consumer StaplesGDGeneral Dynamics$531,382$379,178 ▼-41.6%1,9970.1%AerospaceQQQInvesco QQQ$487,7650.0%9440.1%FinanceNFLXNetflix$475,8740.0%5610.1%Consumer DiscretionarySHOPShopify$461,262$2,606 ▼-0.6%4,4250.1%Computer and TechnologyAZOAutoZone$455,2590.0%1420.1%Retail/WholesaleVTVVanguard Value ETF$440,0920.0%2,5520.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$438,030$328,523 ▲300.0%15,5440.1%ETFCINFCincinnati Financial$418,7770.0%2,9650.1%FinanceGLDSPDR Gold Shares$416,6250.0%1,6740.1%FinanceDOVDover$398,6470.0%2,0900.1%Industrial ProductsLMTLockheed Martin$395,403$334,423 ▼-45.8%8170.1%AerospaceTSLATesla$391,3930.0%9140.0%Auto/Tires/TrucksDFSDiscover Financial Services$363,8280.0%1,9400.0%FinancePEPPepsiCo$358,475$32,575 ▼-8.3%2,4760.0%Consumer StaplesBLACKROCK INC$353,600$353,600 ▲New Holding3490.0%COMUSBU.S. Bancorp$342,8620.0%6,7360.0%FinanceVVVanguard Large-Cap ETF$333,1330.0%1,2200.0%ETFGPCGenuine Parts$329,603$156,115 ▼-32.1%2,8080.0%Retail/WholesaleWMTWalmart$328,7330.0%3,5990.0%Retail/WholesaleAVGEAvantis All Equity Markets ETF$328,1870.0%4,4720.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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