Barlow Wealth Partners, Inc. Top Holdings and 13F Report (2025) About Barlow Wealth Partners, Inc.Investment ActivityBarlow Wealth Partners, Inc. has $761.44 million in total holdings as of March 31, 2025.Barlow Wealth Partners, Inc. owns shares of 134 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 12.10% of the portfolio was purchased this quarter.About 9.46% of the portfolio was sold this quarter.This quarter, Barlow Wealth Partners, Inc. has purchased 136 new stocks and bought additional shares in 55 stocks.Barlow Wealth Partners, Inc. sold shares of 26 stocks and completely divested from 12 stocks this quarter.Largest Holdings Alphabet $42,880,501Microsoft $37,520,989Visa $34,803,834Costco Wholesale $32,708,156Houlihan Lokey $32,461,465 Largest New Holdings this Quarter 427866108 - Hershey $11,037,075 Holding81762P102 - ServiceNow $5,166,791 Holding243537107 - Deckers Outdoor $899,180 Holding898402102 - Trustmark $895,646 Holding31942S104 - First Capital $256,294 Holding Largest Purchases this Quarter Eli Lilly and Company 20,279 shares (about $17.94M)Meta Platforms 25,729 shares (about $14.08M)Hershey 67,596 shares (about $11.04M)Exxon Mobil 96,573 shares (about $10.48M)NVIDIA 63,166 shares (about $7.01M) Largest Sales this Quarter PayPal 159,452 shares (about $10.42M)Walt Disney 97,038 shares (about $8.76M)Adobe 8,174 shares (about $3.01M)Cummins 5,108 shares (about $1.50M)Lululemon Athletica 3,243 shares (about $868.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBarlow Wealth Partners, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGAlphabet$42,880,501$475,820 ▲1.1%261,7065.6%Computer and TechnologyMSFTMicrosoft$37,520,989$833,077 ▲2.3%95,7534.9%Computer and TechnologyVVisa$34,803,834$467,229 ▲1.4%103,8394.6%Business ServicesCOSTCostco Wholesale$32,708,156$213,019 ▲0.7%33,4734.3%Retail/WholesaleHLIHoulihan Lokey$32,461,465$344,660 ▲1.1%203,8144.3%FinanceAAPLApple$27,025,607$2,034,622 ▲8.1%129,1363.5%Computer and TechnologyTJXTJX Companies$25,566,424$272,358 ▲1.1%202,0103.4%Retail/WholesaleVRTXVertex Pharmaceuticals$24,737,927$189,141 ▲0.8%50,0933.2%MedicalPAYCPaycom Software$22,472,438$170,927 ▲0.8%98,7373.0%Computer and TechnologyJPMJPMorgan Chase & Co.$21,186,804$239,409 ▲1.1%86,9922.8%FinanceNVDANVIDIA$20,969,346$7,012,058 ▲50.2%188,8962.8%Computer and TechnologyCEGConstellation Energy$20,320,597$123,090 ▲0.6%91,1282.7%EnergyRGLDRoyal Gold$20,064,529$232,888 ▲1.2%112,1742.6%Basic MaterialsUNHUnitedHealth Group$19,868,853$4,502,937 ▲29.3%47,4602.6%MedicalTKO GROUP HOLDINGS INC$19,815,416$224,809 ▲1.1%126,1332.6%CL ALLYEli Lilly and Company$18,898,197$17,937,587 ▲1,867.3%21,3652.5%MedicalWRBW. R. Berkley$18,258,435$270,573 ▲1.5%259,0582.4%FinancePNFPPinnacle Financial Partners$18,163,473$426,991 ▲2.4%181,1282.4%FinanceFTNTFortinet$18,024,199$211,540 ▲1.2%177,0552.4%Computer and TechnologyASMLASML$17,780,180$5,534,592 ▲45.2%26,2532.3%Computer and TechnologyMLIMueller Industries$16,561,362$348,915 ▲2.2%226,8372.2%IndustrialsACNAccenture$15,512,867$174,566 ▲1.1%52,8752.0%Computer and TechnologyEMEEMCOR Group$15,483,777$3,029,230 ▲24.3%37,7432.0%ConstructionMETAMeta Platforms$14,794,583$14,080,932 ▲1,973.1%27,0331.9%Computer and TechnologyGRMNGarmin$14,426,934$181,053 ▲1.3%72,5121.9%Computer and TechnologyGWWW.W. Grainger$14,101,580$176,409 ▲1.3%13,9091.9%IndustrialsXOMExxon Mobil$12,666,743$10,484,922 ▲480.6%116,6691.7%EnergyADBEAdobe$12,445,854$3,005,744 ▼-19.5%33,8461.6%Computer and TechnologyCMICummins$12,410,652$1,497,959 ▼-10.8%42,3201.6%Auto/Tires/TrucksCHDNChurchill Downs$11,142,771$31,187 ▲0.3%126,1211.5%Consumer DiscretionaryHSYHershey$11,037,075$11,037,075 ▲New Holding67,5961.4%Consumer StaplesINTUIntuit$10,886,930$86,751 ▲0.8%17,4441.4%Computer and TechnologyMORNMorningstar$10,305,366$213,280 ▲2.1%36,7221.4%Business ServicesFICOFair Isaac$9,326,353$64,427 ▲0.7%4,7771.2%Computer and TechnologyLULULululemon Athletica$7,601,930$868,800 ▼-10.3%28,3761.0%Consumer DiscretionaryNOWServiceNow$5,166,791$5,166,791 ▲New Holding5,4660.7%Computer and TechnologySYBTStock Yards Bancorp$4,593,4740.0%61,5170.6%FinanceBRK.ABerkshire Hathaway$3,978,800$795,760 ▼-16.7%50.5%FinanceJNJJohnson & Johnson$3,977,962$12,676 ▼-0.3%25,7340.5%MedicalBRK.BBerkshire Hathaway$3,775,657$911,127 ▲31.8%7,1110.5%FinanceGOOGLAlphabet$2,797,8590.0%17,2750.4%Computer and TechnologyAMZNAmazon.com$2,366,344$9,638 ▼-0.4%12,5210.3%Retail/WholesaleTTTrane Technologies$2,252,358$348 ▲0.0%6,4730.3%ConstructionAMGNAmgen$1,964,476$23,029 ▼-1.2%6,9950.3%MedicalMCDMcDonald's$1,773,427$126,696 ▲7.7%5,5990.2%Retail/WholesalePNCThe PNC Financial Services Group$1,638,833$36,922 ▲2.3%10,3420.2%FinanceADPAutomatic Data Processing$1,478,640$32,677 ▼-2.2%5,0680.2%Business ServicesBF.BBrown-Forman$1,458,650$9,645 ▼-0.7%42,9520.2%Consumer StaplesPGProcter & Gamble$1,453,538$161,826 ▲12.5%9,0270.2%Consumer StaplesKRKroger$1,378,720$70,000 ▼-4.8%19,6960.2%Retail/WholesaleSPGIS&P Global$1,164,9600.0%2,4270.2%Business ServicesITWIllinois Tool Works$1,152,7140.0%4,8130.2%IndustrialsALLAllstate$1,134,6970.0%5,8820.1%FinanceKOCoca-Cola$1,118,920$71,910 ▲6.9%15,5600.1%Consumer StaplesSYKStryker$1,042,461$34,311 ▼-3.2%2,8560.1%MedicalFSLRFirst Solar$985,9270.0%6,9500.1%EnergyELVElevance Health$961,430$12,650 ▲1.3%2,2800.1%MedicalDECKDeckers Outdoor$899,180$899,180 ▲New Holding8,2350.1%Retail/WholesaleIVViShares Core S&P 500 ETF$897,827$305,914 ▲51.7%1,6230.1%ETFTRMKTrustmark$895,646$895,646 ▲New Holding26,8640.1%FinanceMELIMercadoLibre$832,4680.0%3740.1%Retail/WholesaleCVXChevron$826,970$41,619 ▲5.3%5,9610.1%EnergySPYSPDR S&P 500 ETF Trust$804,067$19,276 ▼-2.3%1,4600.1%FinanceVTVanguard Total World Stock ETF$755,6470.0%6,5250.1%ETFHUMHumana$720,0920.0%2,7230.1%MedicalAMATApplied Materials$713,194$5,456 ▼-0.8%4,7060.1%Computer and TechnologyMRKMerck & Co., Inc.$712,143$66,192 ▼-8.5%8,6070.1%MedicalABBVAbbVie$651,024$18,606 ▲2.9%3,4990.1%MedicalHONHoneywell International$647,071$99,580 ▲18.2%3,2490.1%Multi-Sector ConglomeratesMSMorgan Stanley$633,879$9,513 ▲1.5%5,4640.1%FinanceCLColgate-Palmolive$628,821$31,366 ▲5.2%6,6960.1%Consumer StaplesORLYO'Reilly Automotive$627,702$28,287 ▲4.7%4660.1%Retail/WholesaleVTIVanguard Total Stock Market ETF$621,660$8,390 ▲1.4%2,2970.1%ETFMAMastercard$619,9040.0%1,1620.1%Business ServicesNFLXNetflix$592,623$25,335 ▼-4.1%5380.1%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$573,1700.0%3,4720.1%Computer and TechnologyNEENextEra Energy$554,6270.0%8,3920.1%UtilitiesGDGeneral Dynamics$543,1240.0%1,9970.1%AerospaceBF.ABrown-Forman$537,298$3,111 ▼-0.6%15,8870.1%Consumer StaplesAZOAutoZone$512,5250.0%1420.1%Retail/WholesalePMPhilip Morris International$510,720$68,096 ▲15.4%3,0000.1%Consumer StaplesGLDSPDR Gold Shares$510,1180.0%1,6740.1%FinanceWMTWalmart$465,751$123,522 ▲36.1%4,8980.1%Retail/WholesaleQQQInvesco QQQ$446,0970.0%9440.1%FinanceSHOPShopify$429,7560.0%4,4250.1%Computer and TechnologyVTVVanguard Value ETF$420,4420.0%2,5520.1%ETFCINFCincinnati Financial$396,3910.0%2,9650.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$392,9520.0%15,5440.1%ETFLMTLockheed Martin$390,2320.0%8170.1%AerospaceCORCencora$382,8200.0%1,3390.1%MedicalPEPPepsiCo$374,664$44,415 ▲13.4%2,8090.0%Consumer StaplesDFSDiscover Financial Services$358,6280.0%1,9400.0%FinanceDOVDover$349,851$3,380 ▼-1.0%2,0700.0%IndustrialsMDLZMondelez International$344,675$44,995 ▲15.0%5,2550.0%Consumer StaplesDISWalt Disney$327,535$8,760,568 ▼-96.4%3,6280.0%Consumer DiscretionaryAVGEAvantis All Equity Markets ETF$313,7360.0%4,4720.0%ETFVVVanguard Large-Cap ETF$309,4160.0%1,2200.0%ETFBLACKROCK INC$307,707$9,077 ▼-2.9%3390.0%COMWPCW. P. Carey$306,0700.0%5,0490.0%FinanceDEDeere & Company$304,5160.0%6630.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
