test

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
PEPPepsico Inc
Recent Activity
Decreased -8.33%
0.05%
$358,475
2,476 shares@ $144.78 avg price
GPCGenuine Parts Co
Recent Activity
Decreased -32.14%
0.05%
$329,603
2,808 shares@ $117.38 avg price
APDAir Prods & Chems Inc
Recent Activity
Decreased -45.56%
0.05%
$325,621
1,061 shares@ $306.91 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -20.61%
0.04%
$308,126
2,600 shares@ $118.51 avg price
FNBF N B Corp
Recent Activity
Decreased -15.76%
0.04%
$271,758
17,465 shares@ $15.57 avg price
MDLZMondelez Intl Inc
Recent Activity
Decreased -34.5%
0.04%
$258,788
4,569 shares@ $56.64 avg price
ABTAbbott Labs
Recent Activity
Decreased -6.66%
0.03%
$233,310
2,100 shares@ $111.1 avg price
ORCLOracle Corp
Recent Activity
Decreased -49.48%
0.03%
$225,433
1,424 shares@ $158.31 avg price
MOAltria Group Inc
Recent Activity
Decreased -25.57%
0.03%
$223,147
4,372 shares@ $51.05 avg price
PECOPhillips Edison & Co Inc
Recent Activity
Decreased -18.37%
0.03%
$212,130
5,982 shares@ $35.47 avg price