BW

BARLOW WEALTH PARTNERS, INC.

13F
BARLOW WEALTH PARTNERS, INC.
Last update 2025-04-29 134 Stocks (10 new)
Value $761.00 Mil Turnover 12 %
Countries:
Top Holdings: GOOG(5.63%)MSFT(4.93%)V(4.57%)COST(4.30%)HLI(4.26%)
Summary Stock Picks Current Portfolio
BARLOW WEALTH PARTNERS, INC. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GOOG
Alphabet Inc
261,706
42,880.5
+1.12%
5.630
+0.06%
0.000
+19.79%
+1.69%
2,329,886.3
Interactive Media
MSFT
Microsoft Corp
95,753
37,521.0
+2.27%
4.930
+0.11%
0.000
+32.15%
+21.67%
3,797,138.0
Software
V
Visa Inc
103,839
34,803.8
+1.36%
4.570
+0.06%
0.010
+5.61%
+12.38%
691,480.5
Credit Services
COST
Costco Wholesale Corp
33,473
32,708.2
+0.66%
4.300
+0.03%
0.010
-4.15%
+2.16%
414,118.9
Retail - Defensive
HLI
Houlihan Lokey Inc
203,814
32,461.5
+1.07%
4.260
+0.05%
0.290
+23.88%
+14.42%
13,775.2
Capital Markets
AAPL
Apple Inc
129,136
27,025.6
+8.14%
3.550
+0.27%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
TJX
TJX Companies Inc
202,010
25,566.4
+1.08%
3.360
+0.04%
0.020
+0.13%
+5.17%
140,857.6
Retail - Cyclical
VRTX
Vertex Pharmaceuticals Inc
50,093
24,737.9
+0.77%
3.250
+0.02%
0.020
-4.10%
+17.28%
121,277.6
Biotechnology
PAYC
Paycom Software Inc
98,737
22,472.4
+0.77%
2.950
+0.02%
0.180
+5.51%
+16.46%
13,329.4
Software
JPM
JPMorgan Chase & Co
86,992
21,186.8
+1.14%
2.780
+0.03%
0.000
+21.80%
+25.72%
815,415.9
Banks

BARLOW WEALTH PARTNERS, INC.'s Historical Top Holdings Breakdowns

BARLOW WEALTH PARTNERS, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LLY
Eli Lilly and Co
2025-03-31
Add
Add
+2.35%
●
725.72 ($832.09) 929.72
$805.43
-3.20%
Add 1867.31%
21,365
20,279
WHD
Cactus Inc
2025-03-31
Sold Out
Sold Out
-2.16%
●
43.48 ($55.41) 63.78
$46.33
-16.39%
Sold Out
0
-270,435
NICE
NICE Ltd
2025-03-31
Sold Out
Sold Out
-1.96%
●
139.18 ($159.98) 178.5
$161.62
1.03%
Sold Out
0
-92,449
META
Meta Platforms Inc
2025-03-31
Add
Add
+1.85%
●
576.36 ($645.17) 736.67
$714.80
10.79%
Add 1973.08%
27,033
25,729
PYPL
PayPal Holdings Inc
2025-03-31
Reduce
Reduce
-1.81%
●
65.15 ($77.89) 91.81
$77.82
-0.09%
Reduce -97.23%
4,548
-159,452
HSY
The Hershey Co
2025-03-31
New Buy
New Buy
+1.45%
●
144.74 ($163.72) 186.36
$183.90
12.33%
New holding
67,596
67,596
XOM
Exxon Mobil Corp
2025-03-31
Add
Add
+1.37%
●
105.44 ($110.59) 118.93
$110.79
0.18%
Add 480.56%
116,669
96,573
DIS
The Walt Disney Co
2025-03-31
Reduce
Reduce
-1.33%
●
96.87 ($107.47) 114
$121.95
13.47%
Reduce -96.4%
3,628
-97,038
ICLR
Icon PLC
2025-03-31
Sold Out
Sold Out
-1.17%
●
174.99 ($193.87) 222.58
$195.01
0.59%
Sold Out
0
-46,359
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.92%
●
106.98 ($126.74) 149.43
$173.74
37.08%
Add 50.24%
188,896
63,166

BARLOW WEALTH PARTNERS, INC. Total Holding History ($B)

To

BARLOW WEALTH PARTNERS, INC.'s Asset Allocation

To

BARLOW WEALTH PARTNERS, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BARLOW WEALTH PARTNERS, INC.'s Hypothetical Growth since 2025-03-31

BARLOW WEALTH PARTNERS, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

BARLOW WEALTH PARTNERS, INC.'s Holdings Heat Map

Size field:

BARLOW WEALTH PARTNERS, INC.'s Holdings Bubble Chart

BARLOW WEALTH PARTNERS, INC. News

  • 1

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