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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
ADPAutomatic Data Processing In
Recent Activity
Decreased -14.56%
0.2%
$1.52M
5,180 shares@ $293.38 avg price
BF.BBrown Forman Corp
Recent Activity
Decreased -17.18%
0.19%
$1.457M
43,236 shares@ $33.7 avg price
FSLRFirst Solar Inc
Recent Activity
Decreased -1.41%
0.17%
$1.298M
6,950 shares@ $186.82 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -10.74%
0.17%
$1.281M
8,022 shares@ $159.65 avg price
KRKroger Co
Recent Activity
Decreased -4.6%
0.16%
$1.215M
20,696 shares@ $58.69 avg price
SPGIS&p Global Inc
Recent Activity
Decreased -30.71%
0.16%
$1.205M
2,427 shares@ $496.52 avg price
ALLAllstate Corp
Recent Activity
Decreased -5.15%
0.14%
$1.106M
5,882 shares@ $188.03 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -21.05%
0.12%
$941,547
9,407 shares@ $100.1 avg price
ELVElevance Health Inc
Recent Activity
Decreased -91.77%
0.12%
$875,903
2,250 shares@ $389.3 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -42.59%
0.11%
$845,878
4,742 shares@ $178.39 avg price