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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
AZNAstrazeneca Plc
Recent Activity
Exited
0%
$18.517M
240,887 shares@ $76.87 avg price
CEIXConsol Energy Inc New
Recent Activity
Exited
0%
$15.354M
142,640 shares@ $107.65 avg price
NVONovo-nordisk A S
Recent Activity
Exited
0%
$8.439M
71,657 shares@ $117.78 avg price
TROWPrice T Rowe Group Inc
Recent Activity
Exited
0%
$6.207M
58,212 shares@ $106.63 avg price
AFLAflac Inc
Recent Activity
Exited
0%
$573,292
5,126 shares@ $111.85 avg price
HUBBHubbell Inc
Recent Activity
Exited
0%
$543,215
1,239 shares@ $438.44 avg price
PAYXPaychex Inc
Recent Activity
Exited
0%
$516,500
3,758 shares@ $137.45 avg price
CSCOCisco Sys Inc
Recent Activity
Exited
0%
$489,851
9,329 shares@ $52.51 avg price
FASTFastenal Co
Recent Activity
Exited
0%
$482,090
6,887 shares@ $70.0 avg price
QCOMQualcomm Inc
Recent Activity
Exited
0%
$388,136
2,325 shares@ $166.95 avg price