BARLOW WEALTH PARTNERS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BW BARLOW WEALTH PARTNERS, LLC | Institutional Filer | ▼ 2.86% | $900.0M | 137 |
Current Portfolio Holdings
Showing all 137 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc. | Technology | 199K | $67.5M | 7.50% |
| 2 | NVDA | NVIDIA Corporation | Technology | 223K | $44.9M | 4.99% |
| 3 | MSFT | Microsoft Corporation | Technology | 101K | $42.8M | 4.75% |
| 4 | COST | Costco Wholesale Corporation | Consumer Defensive | 35K | $35.1M | 3.90% |
| 5 | V | Visa Inc. | Financial Services | 108K | $34.3M | 3.81% |
| 6 | HLI | Houlihan Lokey, Inc. | Financial Services | 205K | $33.3M | 3.70% |
| 7 | TJX | The TJX Companies, Inc. | Consumer Cyclical | 206K | $33.1M | 3.68% |
| 8 | AAPL | Apple Inc. | Technology | 122K | $33.0M | 3.67% |
| 9 | MLI | Mueller Industries, Inc. | Industrials | 254K | $31.0M | 3.44% |
| 10 | FTI | TechnipFMC plc | Energy | 438K | $30.9M | 3.43% |
| 11 | RGLD | Royal Gold, Inc. | Basic Materials | 112K | $30.1M | 3.35% |
| 12 | EME | EMCOR Group, Inc. | Industrials | 37K | $29.4M | 3.27% |
| 13 | ASML | ASML Holding N.V. | Technology | 19K | $27.3M | 3.04% |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 56K | $26.7M | 2.97% |
| 15 | JPM | JPMorgan Chase & Co. | Financial Services | 84K | $26.2M | 2.91% |
Showing 1 to 15 of 137 holdings