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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
GRMNGarmin Ltd
Recent Activity
Increased 3.26%
1.94%
$15.284M
71,602 shares@ $213.46 avg price
EMEEmcor Group Inc
Recent Activity
Increased 6.13%
1.93%
$15.241M
30,359 shares@ $502.03 avg price
RGLDRoyal Gold Inc
Recent Activity
Increased 5.9%
1.92%
$15.166M
110,872 shares@ $136.79 avg price
GWWGrainger W W Inc
Recent Activity
Increased 2.68%
1.91%
$15.017M
13,735 shares@ $1093.34 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Increased 3.01%
1.87%
$14.701M
164,000 shares@ $89.64 avg price
MORNMorningstar Inc
Recent Activity
Increased 5.33%
1.49%
$11.762M
35,962 shares@ $327.07 avg price
DISDisney Walt Co
Recent Activity
Increased 0.86%
1.38%
$10.89M
100,666 shares@ $108.19 avg price
INTUIntuit
Recent Activity
Increased 3.08%
1.37%
$10.754M
17,305 shares@ $621.47 avg price
FICOFair Isaac Corp
Recent Activity
Increased 2.62%
1.22%
$9.633M
4,744 shares@ $2030.66 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.72%
0.36%
$2.808M
12,572 shares@ $223.35 avg price