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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
LLYEli Lilly & Co
Recent Activity
Decreased -46.52%
0.11%
$810,960
1,086 shares@ $746.75 avg price
HUMHumana Inc
Recent Activity
Decreased -22.42%
0.1%
$760,974
2,723 shares@ $279.47 avg price
MSMorgan Stanley
Recent Activity
Decreased -6.91%
0.09%
$702,620
5,382 shares@ $130.55 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -29.4%
0.08%
$603,515
2,749 shares@ $219.54 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -19.55%
0.08%
$582,419
3,399 shares@ $171.36 avg price
NEENextera Energy Inc
Recent Activity
Decreased -25.86%
0.08%
$581,482
8,392 shares@ $69.3 avg price
BF.ABrown Forman Corp
Recent Activity
Decreased -19.8%
0.07%
$534,817
15,979 shares@ $33.47 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -41.64%
0.07%
$531,382
1,997 shares@ $266.1 avg price
SHOPShopify Inc
Recent Activity
Decreased -0.56%
0.06%
$461,262
4,425 shares@ $104.24 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -45.82%
0.06%
$395,403
817 shares@ $483.97 avg price