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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
GOOGAlphabet Inc
Recent Activity
Increased 3.21%
6.46%
$50.979M
258,802 shares@ $196.98 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.63%
5.06%
$39.914M
93,627 shares@ $426.32 avg price
HLIHoulihan Lokey Inc
Recent Activity
Increased 11.82%
4.48%
$35.351M
201,650 shares@ $175.31 avg price
VVisa Inc
Recent Activity
Increased 5.62%
4.11%
$32.401M
102,445 shares@ $316.28 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 3.55%
3.89%
$30.711M
33,255 shares@ $923.51 avg price
AAPLApple Inc
Recent Activity
Increased 0.45%
3.6%
$28.405M
119,414 shares@ $237.87 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 4.13%
3.02%
$23.805M
199,858 shares@ $119.12 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 8.56%
2.75%
$21.704M
86,009 shares@ $252.36 avg price
PNFPPinnacle Finl Partners Inc
Recent Activity
Increased 17.48%
2.69%
$21.217M
176,870 shares@ $119.97 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Increased 4.5%
2.67%
$21.09M
49,710 shares@ $424.27 avg price