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
IVVIshares Tr
Recent Activity
Increased 0.76%
0.09%
$637,324
1,070 shares@ $595.63 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 300%
0.06%
$438,030
15,544 shares@ $28.19 avg price
CATCaterpillar Inc
Recent Activity
Increased 2.52%
0.05%
$321,281
857 shares@ $374.9 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 1.84%
0.04%
$284,399
1,440 shares@ $197.5 avg price
HDHome Depot Inc
Recent Activity
Increased 1.67%
0.04%
$272,892
672 shares@ $406.09 avg price
RBCAARepublic Bancorp Inc Ky
Recent Activity
Increased 1.41%
0.04%
$270,566
3,978 shares@ $68.02 avg price
CBChubb Limited
Recent Activity
Increased 1.95%
0.04%
$253,111
943 shares@ $268.42 avg price
TSCOTractor Supply Co
Recent Activity
Increased 400%
0.03%
$207,090
3,900 shares@ $53.1 avg price