BARLOW WEALTH PARTNERS, LLC Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$761.4B
Holdings
134
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (134 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGALPHABET INC | 261,706 | $42.9B | 5.63% | |
| 2 | MSFTMICROSOFT CORP | 95,753 | $37.5B | 4.93% | |
| 3 | VVISA INC | 103,839 | $34.8B | 4.57% | |
| 4 | COSTCOSTCO WHSL CORP NEW | 33,473 | $32.7B | 4.30% | |
| 5 | HLIHOULIHAN LOKEY INC | 203,814 | $32.5B | 4.26% | |
| 6 | AAPLAPPLE INC | 129,136 | $27.0B | 3.55% | |
| 7 | TJXTJX COS INC NEW | 202,010 | $25.6B | 3.36% | |
| 8 | VRTXVERTEX PHARMACEUTICALS INC | 50,093 | $24.7B | 3.25% | |
| 9 | PAYCPAYCOM SOFTWARE INC | 98,737 | $22.5B | 2.95% | |
| 10 | JPMJPMORGAN CHASE & CO. | 86,992 | $21.2B | 2.78% | |
| 11 | NVDANVIDIA CORPORATION | 188,896 | $21.0B | 2.75% | |
| 12 | CEGCONSTELLATION ENERGY CORP | 91,128 | $20.3B | 2.67% | |
| 13 | RGLDROYAL GOLD INC | 112,174 | $20.1B | 2.64% | |
| 14 | UNHUNITEDHEALTH GROUP INC | 47,460 | $19.9B | 2.61% | |
| 15 | TKOTKO GROUP HOLDINGS INC | 126,133 | $19.8B | 2.60% | |
| 16 | LLYELI LILLY & CO | 21,365 | $18.9B | 2.48% | |
| 17 | WRBBERKLEY W R CORP | 259,058 | $18.3B | 2.40% | |
| 18 | PNFPPINNACLE FINL PARTNERS INC | 181,128 | $18.2B | 2.39% | |
| 19 | FTNTFORTINET INC | 177,055 | $18.0B | 2.37% | |
| 20 | ASMLASML HOLDING N V | 26,253 | $17.8B | 2.34% | |
| 21 | MLIMUELLER INDS INC | 226,837 | $16.6B | 2.18% | |
| 22 | ACNACCENTURE PLC IRELAND | 52,875 | $15.5B | 2.04% | |
| 23 | EMEEMCOR GROUP INC | 37,743 | $15.5B | 2.03% | |
| 24 | METAMETA PLATFORMS INC | 27,033 | $14.8B | 1.94% | |
| 25 | GRMNGARMIN LTD | 72,512 | $14.4B | 1.89% | |
| 26 | GWWGRAINGER W W INC | 13,909 | $14.1B | 1.85% | |
| 27 | XOMEXXON MOBIL CORP | 116,669 | $12.7B | 1.66% | |
| 28 | ADBEADOBE INC | 33,846 | $12.4B | 1.63% | |
| 29 | CMICUMMINS INC | 42,320 | $12.4B | 1.63% | |
| 30 | CHRCHURCHILL DOWNS INC | 126,121 | $11.1B | 1.46% | |
| 31 | HSYHERSHEY CO | 67,596 | $11.0B | 1.45% | |
| 32 | INTUINTUIT | 17,444 | $10.9B | 1.43% | |
| 33 | MORNMORNINGSTAR INC | 36,722 | $10.3B | 1.35% | |
| 34 | FICOFAIR ISAAC CORP | 4,777 | $9.3B | 1.22% | |
| 35 | LULULULULEMON ATHLETICA INC | 28,376 | $7.6B | 1.00% | |
| 36 | NOWSERVICENOW INC | 5,466 | $5.2B | 0.68% | |
| 37 | SYBTSTOCK YDS BANCORP INC | 61,517 | $4.6B | 0.60% | |
| 38 | BRK-BBERKSHIRE HATHAWAY INC DEL | 5 | $4.0B | 0.52% | |
| 39 | JNJJOHNSON & JOHNSON | 25,734 | $4.0B | 0.52% | |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,111 | $3.8B | 0.50% | |
| 41 | GOOGLALPHABET INC | 17,275 | $2.8B | 0.37% | |
| 42 | AMZNAMAZON COM INC | 12,521 | $2.4B | 0.31% | |
| 43 | TTTRANE TECHNOLOGIES PLC | 6,473 | $2.3B | 0.30% | |
| 44 | AMGNAMGEN INC | 6,995 | $2.0B | 0.26% | |
| 45 | MCDMCDONALDS CORP | 5,599 | $1.8B | 0.23% | |
| 46 | PNCPNC FINL SVCS GROUP INC | 10,342 | $1.6B | 0.22% | |
| 47 | ADPAUTOMATIC DATA PROCESSING IN | 5,068 | $1.5B | 0.19% | |
| 48 | BF/BBROWN FORMAN CORP | 42,952 | $1.5B | 0.19% | |
| 49 | PGPROCTER AND GAMBLE CO | 9,027 | $1.5B | 0.19% | |
| 50 | KRKROGER CO | 19,696 | $1.4B | 0.18% | |
| 51 | SPGIS&P GLOBAL INC | 2,427 | $1.2B | 0.15% | |
| 52 | ITWILLINOIS TOOL WKS INC | 4,813 | $1.2B | 0.15% | |
| 53 | ALSALLSTATE CORP | 5,882 | $1.1B | 0.15% | |
| 54 | KOCOCA COLA CO | 15,560 | $1.1B | 0.15% | |
| 55 | SYKSTRYKER CORPORATION | 2,856 | $1.0B | 0.14% | |
| 56 | FSLRFIRST SOLAR INC | 6,950 | $985.9M | 0.13% | |
| 57 | ELVELEVANCE HEALTH INC | 2,280 | $961.4M | 0.13% | |
| 58 | DECKDECKERS OUTDOOR CORP | 8,235 | $899.2M | 0.12% | |
| 59 | IVVISHARES TR | 1,623 | $897.8M | 0.12% | |
| 60 | TRMKTRUSTMARK CORP | 26,864 | $895.6M | 0.12% | |
| 61 | MLB1MERCADOLIBRE INC | 374 | $832.5M | 0.11% | |
| 62 | CVXCHEVRON CORP NEW | 5,961 | $827.0M | 0.11% | |
| 63 | SPYSPDR S&P 500 ETF TR | 1,460 | $804.1M | 0.11% | |
| 64 | VTVANGUARD INTL EQUITY INDEX F | 6,525 | $755.6M | 0.10% | |
| 65 | HUMHUMANA INC | 2,723 | $720.1M | 0.09% | |
| 66 | AMATAPPLIED MATLS INC | 4,706 | $713.2M | 0.09% | |
| 67 | MRKMERCK & CO INC | 8,607 | $712.1M | 0.09% | |
| 68 | ABBVABBVIE INC | 3,499 | $651.0M | 0.09% | |
| 69 | HONHONEYWELL INTL INC | 3,249 | $647.1M | 0.08% | |
| 70 | DWDMORGAN STANLEY | 5,464 | $633.9M | 0.08% | |
| 71 | CLCOLGATE PALMOLIVE CO | 6,696 | $628.8M | 0.08% | |
| 72 | ORLYOREILLY AUTOMOTIVE INC | 466 | $627.7M | 0.08% | |
| 73 | VTIVANGUARD INDEX FDS | 2,297 | $621.7M | 0.08% | |
| 74 | MAMASTERCARD INCORPORATED | 1,162 | $619.9M | 0.08% | |
| 75 | NFLXNETFLIX INC | 538 | $592.6M | 0.08% | |
| 76 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,472 | $573.2M | 0.08% | |
| 77 | NEENEXTERA ENERGY INC | 8,392 | $554.6M | 0.07% | |
| 78 | GDGENERAL DYNAMICS CORP | 1,997 | $543.1M | 0.07% | |
| 79 | BF/ABROWN FORMAN CORP | 15,887 | $537.3M | 0.07% | |
| 80 | AZOAUTOZONE INC | 142 | $512.5M | 0.07% | |
| 81 | 4I1PHILIP MORRIS INTL INC | 3,000 | $510.7M | 0.07% | |
| 82 | GQ9SPDR GOLD TR | 1,674 | $510.1M | 0.07% | |
| 83 | WMTWALMART INC | 4,898 | $465.8M | 0.06% | |
| 84 | NDQINVESCO QQQ TR | 944 | $446.1M | 0.06% | |
| 85 | SHOPSHOPIFY INC | 4,425 | $429.8M | 0.06% | |
| 86 | VTVVANGUARD INDEX FDS | 2,552 | $420.4M | 0.06% | |
| 87 | CINFCINCINNATI FINL CORP | 2,965 | $396.4M | 0.05% | |
| 88 | SCHGSCHWAB STRATEGIC TR | 15,544 | $393.0M | 0.05% | |
| 89 | LMTLOCKHEED MARTIN CORP | 817 | $390.2M | 0.05% | |
| 90 | ABGCENCORA INC | 1,339 | $382.8M | 0.05% | |
| 91 | PEPPEPSICO INC | 2,809 | $374.7M | 0.05% | |
| 92 | DFSEURDISCOVER FINL SVCS | 1,940 | $358.6M | 0.05% | |
| 93 | DOVDOVER CORP | 2,070 | $349.9M | 0.05% | |
| 94 | MDLZMONDELEZ INTL INC | 5,255 | $344.7M | 0.05% | |
| 95 | DISDISNEY WALT CO | 3,628 | $327.5M | 0.04% | |
| 96 | AVGEAMERICAN CENTY ETF TR | 4,472 | $313.7M | 0.04% | |
| 97 | VVVANGUARD INDEX FDS | 1,220 | $309.4M | 0.04% | |
| 98 | BLKBLACKROCK INC | 339 | $307.7M | 0.04% | |
| 99 | WPCWP CAREY INC | 5,049 | $306.1M | 0.04% | |
| 100 | DEDEERE & CO | 663 | $304.5M | 0.04% |
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