test

Amy Jones

@Barlow Wealth Partners, Inc.

Latest period2024 - Q4ReportedManaged Assets$790.194MTotal holdings136
Assets growth rate3.31%Assets growth rate (2-Q avg)4.6%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Barlow Wealth Partners, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 136 positions.

Assets under management

The assets under management (AUM) of Barlow Wealth Partners, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 790.194M in assets, with a quarterly growth rate of 3.31% and a 2-quarter average growth rate of 4.6%. The portfolio is managed by Amy Jones, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CEGConstellation Energy Corp
Recent Activity
Decreased -7.62%
3.45%
$27.243M
90,576 shares@ $300.77 avg price
ADBEAdobe Inc
Recent Activity
Decreased -3.48%
2.22%
$17.534M
42,020 shares@ $417.29 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.52%
2.17%
$17.129M
125,730 shares@ $136.25 avg price
LULULululemon Athletica Inc
Recent Activity
Decreased -31.33%
1.51%
$11.91M
31,619 shares@ $376.67 avg price
ICLRIcon Plc
Recent Activity
Decreased -7.9%
1.18%
$9.247M
46,359 shares@ $199.48 avg price
SYBTStock Yds Bancorp Inc
Recent Activity
Decreased -3.45%
0.57%
$4.477M
61,517 shares@ $72.77 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -8.99%
0.48%
$3.743M
25,816 shares@ $144.98 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.26%
0.29%
$2.241M
20,096 shares@ $111.52 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Decreased -0.79%
0.26%
$2.026M
10,109 shares@ $200.44 avg price
AMGNAmgen Inc
Recent Activity
Decreased -9.93%
0.25%
$1.903M
7,077 shares@ $268.94 avg price