Amy Jones

@Barlow Wealth Partners, Inc.

Latest period2024 - Q4

Reported1d ago

Managed Assets$790.194M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
NICENice Ltd Recent Activity New Position	1.96%	$15.452M 92,449 shares@ $167.15 avg price	New Position
ASMLAsml Holding N V Recent Activity New Position	1.67%	$13.132M 18,081 shares@ $726.29 avg price	New Position
CRMSalesforce Inc Recent Activity New Position	0.19%	$1.432M 4,458 shares@ $321.16 avg price	New Position
MEDPMedpace Hldgs Inc Recent Activity New Position	0.18%	$1.383M 4,127 shares@ $335.23 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.05%	$353,600 349 shares@ $1013.19 avg price	New Position
ITCIIntra-cellular Therapies Inc Recent Activity New Position	0.04%	$278,762 2,200 shares@ $126.71 avg price	New Position
AVGOBroadcom Inc Recent Activity New Position	0.04%	$237,120 1,040 shares@ $228.0 avg price	New Position
TMOThermo Fisher Scientific Inc Recent Activity New Position	0.03%	$210,110 381 shares@ $551.47 avg price	New Position
HWCHancock Whitney Corporation Recent Activity New Position	0.03%	$205,137 3,450 shares@ $59.46 avg price	New Position