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
DHID R Horton Inc Recent Activity Exited	0%	$329,770 1,781 shares@ $185.17 avg price	Exited
BLKBlackrock Inc Recent Activity Exited	0%	$328,294 349 shares@ $940.68 avg price	Exited
CSXCsx Corp Recent Activity Exited	0%	$325,698 9,679 shares@ $33.65 avg price	Exited
EMREmerson Elec Co Recent Activity Exited	0%	$322,595 2,867 shares@ $112.53 avg price	Exited
IRIngersoll Rand Inc Recent Activity Exited	0%	$281,156 2,811 shares@ $100.02 avg price	Exited
SOSouthern Co Recent Activity Exited	0%	$277,337 3,120 shares@ $88.9 avg price	Exited
DUKDuke Energy Corp New Recent Activity Exited	0%	$272,158 2,469 shares@ $110.24 avg price	Exited
ROKRockwell Automation Inc Recent Activity Exited	0%	$233,818 875 shares@ $267.23 avg price	Exited
UPSUnited Parcel Service Inc Recent Activity Exited	0%	$214,906 1,638 shares@ $131.21 avg price	Exited
EOGEog Res Inc Recent Activity Exited	0%	$207,401 1,545 shares@ $134.25 avg price	Exited