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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
TTTrane Technologies Plc
Recent Activity
Increased 0.08%
0.32%
$2.495M
6,472 shares@ $385.57 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.41%
0.32%
$2.474M
5,395 shares@ $458.51 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.22%
0.19%
$1.468M
5,199 shares@ $282.31 avg price
SYKStryker Corporation
Recent Activity
Increased 0.04%
0.14%
$1.087M
2,950 shares@ $368.62 avg price
KOCoca Cola Co
Recent Activity
Increased 0.23%
0.12%
$899,371
14,560 shares@ $61.77 avg price
CVXChevron Corp New
Recent Activity
Increased 6.18%
0.12%
$896,306
5,661 shares@ $158.33 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 1.71%
0.12%
$886,380
1,495 shares@ $592.9 avg price
METAMeta Platforms Inc
Recent Activity
Increased 3.99%
0.11%
$804,824
1,304 shares@ $617.2 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 0.47%
0.1%
$717,916
3,472 shares@ $206.78 avg price
MELIMercadolibre Inc
Recent Activity
Increased 4.77%
0.09%
$687,468
374 shares@ $1838.15 avg price