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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
PAYCPaycom Software Inc
Recent Activity
Increased 4.3%
2.55%
$20.121M
97,986 shares@ $205.35 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 6.54%
2.53%
$19.945M
36,704 shares@ $543.42 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 3.66%
2.32%
$18.284M
52,280 shares@ $349.74 avg price
MLIMueller Inds Inc
Recent Activity
Increased 8.46%
2.29%
$18.04M
222,058 shares@ $81.25 avg price
TKOTko Group Holdings Inc
Recent Activity
Increased 4.64%
2.28%
$17.946M
124,702 shares@ $143.91 avg price
CMICummins Inc
Recent Activity
Increased 2.52%
2.17%
$17.112M
47,428 shares@ $360.8 avg price
WHDCactus Inc
Recent Activity
Increased 4.64%
2.17%
$17.083M
270,435 shares@ $63.17 avg price
FTNTFortinet Inc
Recent Activity
Increased 4.08%
2.07%
$16.283M
174,977 shares@ $93.07 avg price
CHDNChurchill Downs Inc
Recent Activity
Increased 2.51%
2.02%
$15.959M
125,768 shares@ $126.89 avg price
WRBBerkley W R Corp
Recent Activity
Increased 6.1%
1.94%
$15.298M
255,219 shares@ $59.95 avg price