The Analysis of BARLOW WEALTH PARTNERS, LLC's Holdings
Currently, BARLOW WEALTH PARTNERS, LLC holds 135 types of securities in its portfolio with a total value $926.5M. In the most recent quarter, they have increased their positions in AJG (+88.6K shares, valued at $23.4M), AMZN (+12.3K shares, valued at $3.0M), MCK (+1.2K shares, valued at $1.0M); decreased their positions in ASML (-6.6K shares, valued at $8.4M), MELI (-2.8K shares, valued at $6.0M), CEG (-16.3K shares, valued at $5.6M); initiated new positions in AJG (+88.6K shares, valued at $23.4M), SCHW (+5.2K shares, valued at $517.3K), HWC (+3.5K shares, valued at $234.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ALPHABET INC ALPHABET INC235.8K shares-5.35%2025-12-312026-01-15
MSFT MICROSOFT CORP99.3K shares1.07%2025-12-312026-01-15 NVDA NVIDIA CORPORATION222.4K shares0.10%2025-12-312026-01-15 HLI HOULIHAN LOKEY INC204.4K shares0.62%2025-12-312026-01-15 V VISA INC105.5K shares1.87%2025-12-312026-01-15 TJX TJX COS INC NEW205.2K shares-0.57%2025-12-312026-01-15 COST COSTCO WHSL CORP NEW34.8K shares1.09%2025-12-312026-01-15 AAPL APPLE INC122.1K shares0.85%2025-12-312026-01-15 MLI MUELLER INDS INC255.0K shares-14.78%2025-12-312026-01-15 ASML ASML HOLDING N V23.8K shares-21.72%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO.84.9K shares-1.02%2025-12-312026-01-15 RGLD ROYAL GOLD INC112.9K shares-2.32%2025-12-312026-01-15 TSM TAIWAN SEMICONDUCTOR MFG LTD84.4K shares1.26%2025-12-312026-01-15 TKO TKO GROUP HOLDINGS INC131.2K shares0.79%2025-12-312026-01-15 EME EMCOR GROUP INC39.5K shares1.15%2025-12-312026-01-15 FTI TECHNIPFMC PLC485.0K shares1.10%2025-12-312026-01-15 AJG GALLAGHER ARTHUR J & CO88.6K sharesnew addition2025-12-312026-01-15 META META PLATFORMS INC34.6K shares0.64%2025-12-312026-01-15 AMZN AMAZON COM INC89.1K shares15.95%2025-12-312026-01-15 GWW WW GRAINGER INC20.7K shares0.50%2025-12-312026-01-15 MELI MERCADOLIBRE INC8.7K shares-24.02%2025-12-312026-01-15 WRB BERKLEY W R CORP269.7K shares1.49%2025-12-312026-01-15 CEG CONSTELLATION ENERGY CORP52.6K shares-23.67%2025-12-312026-01-15 GRMN GARMIN LTD75.5K shares1.24%2025-12-312026-01-15 INTU INTUIT23.3K shares1.13%2025-12-312026-01-15 FTNT FORTINET INC182.3K shares-0.88%2025-12-312026-01-15 MCK MCKESSON CORP17.1K shares7.78%2025-12-312026-01-15 VRTX VERTEX PHARMACEUTICALS INC30.1K shares0.69%2025-12-312026-01-15 FICO FAIR ISAAC CORP7.9K shares0.69%2025-12-312026-01-15 MORN MORNINGSTAR INC55.5K shares-3.38%2025-12-312026-01-15 ADBE ADOBE INC35.6K shares-1.79%2025-12-312026-01-15 VEEV VEEVA SYS INC37.1K shares-31.31%2025-12-312026-01-15 ALPHABET INC ALPHABET INC17.1K shares-1.32%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON24.1K shares-2.72%2025-12-312026-01-15 SYBT STOCK YDS BANCORP INC61.5K shares0.00%2025-12-312026-01-15 BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2025-12-312026-01-15 TXRH TEXAS ROADHOUSE INC14.5K shares0.00%2025-12-312026-01-15 XOM EXXON MOBIL CORP19.6K shares-0.77%2025-12-312026-01-15 PNC PNC FINL SVCS GROUP INC10.4K shares-0.34%2025-12-312026-01-15 TT TRANE TECHNOLOGIES PLC5.6K shares-11.67%2025-12-312026-01-15 AMGN AMGEN INC5.7K shares-16.13%2025-12-312026-01-15 CHDN CHURCHILL DOWNS INC16.3K shares1.43%2025-12-312026-01-15 MCD MCDONALDS CORP5.5K shares0.00%2025-12-312026-01-15 LLY ELI LILLY & CO1.4K shares7.09%2025-12-312026-01-15 FSLR FIRST SOLAR INC6.0K shares0.00%2025-12-312026-01-15 AMAT APPLIED MATLS INC4.7K shares0.25%2025-12-312026-01-15 ALL ALLSTATE CORP5.9K shares0.00%2025-12-312026-01-15 ADP AUTOMATIC DATA PROCESSING IN4.6K shares-0.82%2025-12-312026-01-15 ITW ILLINOIS TOOL WKS INC4.5K shares-3.17%2025-12-312026-01-15 SPGI S&P GLOBAL INC2.1K shares-9.36%2025-12-312026-01-15 SPY SPDR S&P 500 ETF TR1.6K shares-0.62%2025-12-312026-01-15 KR KROGER CO18.7K shares0.00%2025-12-312026-01-15 PG PROCTER AND GAMBLE CO7.8K shares-4.83%2025-12-312026-01-15 KO COCA COLA CO15.5K shares0.00%2025-12-312026-01-15 TRMK TRUSTMARK CORP26.9K shares0.00%2025-12-312026-01-15 BF.B BROWN FORMAN CORP40.2K shares-18.80%2025-12-312026-01-15 IVV ISHARES TR1.5K shares-20.65%2025-12-312026-01-15 VT VANGUARD INTL EQUITY INDEX F6.5K shares0.00%2025-12-312026-01-15 SYK STRYKER CORPORATION2.6K shares0.00%2025-12-312026-01-15 MS MORGAN STANLEY5.0K shares0.00%2025-12-312026-01-15 UNH UNITEDHEALTH GROUP INC2.5K shares-0.59%2025-12-312026-01-15 CVX CHEVRON CORP NEW5.4K shares1.13%2025-12-312026-01-15 ELV ELEVANCE HEALTH INC FORMERLY2.2K shares-0.18%2025-12-312026-01-15 ABBV ABBVIE INC3.6K shares1.87%2025-12-312026-01-15 DIS DISNEY WALT CO6.7K shares-2.71%2025-12-312026-01-15 VTI VANGUARD INDEX FDS2.2K shares0.00%2025-12-312026-01-15 SHOP SHOPIFY INC4.4K shares0.00%2025-12-312026-01-15 HON HONEYWELL INTL INC3.2K shares0.78%2025-12-312026-01-15 ORLY OREILLY AUTOMOTIVE INC7.0K shares0.00%2025-12-312026-01-15 GLD SPDR GOLD TR1.6K shares0.00%2025-12-312026-01-15 HUM HUMANA INC2.3K shares-16.24%2025-12-312026-01-15 NEE NEXTERA ENERGY INC7.6K shares3.25%2025-12-312026-01-15 MA MASTERCARD INCORPORATED966 shares0.42%2025-12-312026-01-15 CL COLGATE PALMOLIVE CO6.7K shares0.00%2025-12-312026-01-15 SCHW SCHWAB CHARLES CORP5.2K sharesnew addition2025-12-312026-01-15 CAT CATERPILLAR INC836 shares0.00%2025-12-312026-01-15 SCHG SCHWAB STRATEGIC TR15.5K shares0.00%2025-12-312026-01-15 VTV VANGUARD INDEX FDS2.6K shares0.00%2025-12-312026-01-15 BROADCOM INC BROADCOM INC1.4K shares25.37%2025-12-312026-01-15 COF CAPITAL ONE FINL CORP2.0K shares0.00%2025-12-312026-01-15 PM PHILIP MORRIS INTL INC3.0K shares0.00%2025-12-312026-01-15 AZO AUTOZONE INC142 shares0.00%2025-12-312026-01-15 CINF CINCINNATI FINL CORP3.0K shares0.00%2025-12-312026-01-15 DOV DOVER CORP2.3K shares0.00%2025-12-312026-01-15 NFLX NETFLIX INC5.1K shares880.62%2025-12-312026-01-15 LMT LOCKHEED MARTIN CORP817 shares0.00%2025-12-312026-01-15 CENCORA INC CENCORA INC1.3K shares0.00%2025-12-312026-01-15 APP APPLOVIN CORP645 shares10.26%2025-12-312026-01-15 AVGE AMERICAN CENTY ETF TR4.5K shares0.00%2025-12-312026-01-15 VV VANGUARD INDEX FDS1.2K shares0.00%2025-12-312026-01-15 WMT WALMART INC3.3K shares5.72%2025-12-312026-01-15 USB US BANCORP DEL6.7K shares0.00%2025-12-312026-01-15 FIX COMFORT SYS USA INC364 shares37.88%2025-12-312026-01-15 AXP AMERICAN EXPRESS CO896 shares0.00%2025-12-312026-01-15 GPC GENUINE PARTS CO2.6K shares0.00%2025-12-312026-01-15 FTEC FIDELITY COVINGTON TRUST1.5K shares0.89%2025-12-312026-01-15 VBR VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-01-15 DE DEERE & CO663 shares0.00%2025-12-312026-01-15 FNB F N B CORP18.0K shares0.69%2025-12-312026-01-15 PEP PEPSICO INC2.2K shares-2.26%2025-12-312026-01-15 VEU VANGUARD INTL EQUITY INDEX F4.0K shares0.00%2025-12-312026-01-15 ONB OLD NATL BANCORP IND12.3K shares0.00%2025-12-312026-01-15 ORCL ORACLE CORP1.4K shares5.91%2025-12-312026-01-15 APD AIR PRODS & CHEMS INC1.1K shares0.00%2025-12-312026-01-15 BF.A BROWN FORMAN CORP10.8K shares-32.22%2025-12-312026-01-15 HD HOME DEPOT INC748 shares7.16%2025-12-312026-01-15 WPC WP CAREY INC4.2K shares0.00%2025-12-312026-01-15 TXN TEXAS INSTRS INC1.4K shares0.21%2025-12-312026-01-15 UPS UNITED PARCEL SERVICE INC2.5K shares1.00%2025-12-312026-01-15 FCAP FIRST CAP INC5.3K shares0.40%2025-12-312026-01-15 MO ALTRIA GROUP INC4.7K shares0.00%2025-12-312026-01-15 GS GOLDMAN SACHS GROUP INC286 shares0.00%2025-12-312026-01-15 IBM INTERNATIONAL BUSINESS MACHS839 shares0.00%2025-12-312026-01-15 CRWD CROWDSTRIKE HLDGS INC538 shares0.00%2025-12-312026-01-15 MEDP MEDPACE HLDGS INC425 shares0.00%2025-12-312026-01-15 MDLZ MONDELEZ INTL INC4.6K shares0.00%2025-12-312026-01-15 HWC HANCOCK WHITNEY CORPORATION3.5K sharesnew addition2025-12-312026-01-15 ONTO ONTO INNOVATION INC1.2K sharesnew addition2025-12-312026-01-15 ABT ABBOTT LABS1.8K shares3.64%2025-12-312026-01-15 VO VANGUARD INDEX FDS765 shares0.00%2025-12-312026-01-15 SO SOUTHERN CO2.6K shares0.00%2025-12-312026-01-15 CBRE CBRE GROUP INC1.3K shares0.00%2025-12-312026-01-15 RBCAA REPUBLIC BANCORP INC KY3.0K shares0.00%2025-12-312026-01-15 TSLA TESLA INC473 sharesnew addition2025-12-312026-01-15 CB CHUBB LIMITED673 sharesnew addition2025-12-312026-01-15 TSCO TRACTOR SUPPLY CO3.9K shares0.00%2025-12-312026-01-15 MLM MARTIN MARIETTA MATLS INC300 sharesnew addition2025-12-312026-01-15 SYPR SYPRIS SOLUTIONS INC25.0K shares0.00%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available