BARLOW WEALTH PARTNERS, INC.
Q4 2024 13F Holdings
- Locationlouisville, KY
- Num holdings
136
- Value ($000)
$790,194
- Date Filed01/17/2025
- Form type13F-HR
- CIK0001999928
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $50.98 M | 7 % | 258,802 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $39.91 M | 5 % | 93,627 | ||
HLI HOULIHAN LOKEY INC | CL A | 441593100 | $35.35 M | 5 % | 201,650 | ||
V VISA INC | COM CL A | 92826C839 | $32.40 M | 4 % | 102,445 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $30.71 M | 4 % | 33,255 | ||
AAPL APPLE INC | COM | 037833100 | $28.40 M | 4 % | 119,414 | ||
CEG CONSTELLATION ENERGY CORP | COM | 21037T109 | $27.24 M | 3 % | 90,576 | ||
TJX COS INC NEW | COM | 872540109 | $23.81 M | 3 % | 199,858 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $21.70 M | 3 % | 86,009 | ||
PFZ PINNACLE FINL PARTNERS INC | COM | 72346Q104 | $21.22 M | 3 % | 176,870 |
Rows Per Page
10
- 10
- 50
- 100