BARLOW WEALTH PARTNERS, LLC

13F filer, CIK 1999928, LOUISVILLE, KY

BARLOW WEALTH PARTNERS, LLC reported $764,942,462 across 147 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-08. Its ten largest share positions make up 36.65% of the portfolio.

Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001951757-24-000987

Period: 2024-09-30
Reported value: $765M
Holdings: 147
Top 10 weight: 36.65%
New: 4
Sold out: 6

Largest buys vs the previous quarter

Security	Shares change	Approx. value
EMEnew	+28,608	$12.6M
NVOnew	+71,657	$8.44M
NVDAadded	+56,147	$7.17M
LULUadded	+6,576	$1.79M
GOOGadded	+5,291	$870K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
STLAexited	-426,722	-$8.36M
CBREexited	-72,195	-$7.1M
JNJreduced	-39,015	-$6.22M
CMIreduced	-10,521	-$3.49M
FICOreduced	-966	-$1.89M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001951757-24-000987, largest first. % of portfolio is the value over $764,942,462, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
GOOGALPHABET INC	250,769	$41.2M	5.39%	+5,291	Timeline
MSFTMICROSOFT CORP	92,128	$37.7M	4.93%	+1,343	Timeline
HLIHOULIHAN LOKEY INC	180,345	$29M	3.79%	+3,164	Timeline
COSTCOSTCO WHOLESALE CORPORATION	32,116	$28.1M	3.67%	+416	Timeline
CEGCONSTELLATION ENERGY CORP	98,052	$27.3M	3.57%	+1,216	Timeline
VVISA INC	97,000	$26.6M	3.47%	+1,498	Timeline
AAPLAPPLE INC	118,888	$26.4M	3.45%	+524	Timeline
TJXTJX COS INC NEW	191,946	$21.5M	2.81%	+2,009	Timeline
VRTXVERTEX PHARMACEUTICALS INC	47,572	$21.3M	2.79%	+563	Timeline
ADBEADOBE INC	43,536	$21.2M	2.77%	+971	Timeline
UNHUNITEDHEALTH GROUP INC	34,454	$20.1M	2.63%	+507	Timeline
AZNASTRAZENECA PLC-SPONS ADR	240,887	$18.5M	2.42%	+4,799	Timeline
ACNACCENTURE PLC IRELAND	50,438	$18M	2.35%	+855	Timeline
CHDNCHURCHILL DOWNS INC	122,692	$16.8M	2.19%	+825	Timeline
JPMJPMORGAN CHASE & CO	79,230	$16.7M	2.18%	+383	Timeline
WHDCACTUS INC	258,467	$16.6M	2.17%	+3,960	Timeline
NVDANVIDIA CORPORATION	126,397	$16.1M	2.11%	+56,147	Timeline
PAYCPAYCOM SOFTWARE INC	93,952	$15.4M	2.01%	+1,538	Timeline
CONSOL ENERGY INC NEWCONSOL ENERGY INC NEW	142,640	$15.4M	2.01%	+2,187
CMICUMMINS INC	46,266	$15.3M	2.01%	-10,521	Timeline
TKOTKO GROUP HOLDINGS INC	119,179	$15M	1.97%	+2,078	Timeline
MLIMUELLER INDS INC	204,747	$14.7M	1.92%	+2,922	Timeline
ICLRICON PUB LTD CO	50,337	$14.6M	1.91%	+969	Timeline
RGLDROYAL GOLD INC	104,703	$14.3M	1.87%	+1,709	Timeline
PNFPPINNACLE FINANCIAL PARTNERS	150,559	$14.3M	1.87%	+3,811	Timeline
GWWWW GRAINGER INC	13,377	$13.7M	1.79%	+128	Timeline
WRBBERKLEY W R CORP	240,547	$13.6M	1.78%	+4,690	Timeline
ELVELEVANCE HEALTH INC FORMERLY	27,355	$13.5M	1.76%	+369	Timeline
FTNTFORTINET INC	168,126	$13M	1.7%	+3,024	Timeline
PYPLPAYPAL HLDGS INC	159,217	$12.8M	1.67%	+2,178	Timeline
EMEEMCOR GROUP INC	28,608	$12.6M	1.65%	new	Timeline
LULULULULEMON ATHLETICA INC	46,045	$12.5M	1.64%	+6,576	Timeline
GRMNGARMIN LTD	69,347	$11.3M	1.48%	+697	Timeline
MORNMORNINGSTAR INC	34,144	$10.7M	1.4%	+641	Timeline
INTUINTUIT	16,788	$10.1M	1.32%	+300	Timeline
DISDISNEY WALT CO	99,814	$9.22M	1.21%	+157	Timeline
FICOFAIR ISAAC CORP	4,623	$9.04M	1.18%	-966	Timeline
NVONOVO-NORDISK A S	71,657	$8.44M	1.1%	new	Timeline
TROWPRICE T ROWE GROUP INC	58,212	$6.21M	0.81%	+971	Timeline
JNJJOHNSON & JOHNSON	28,369	$4.53M	0.59%	-39,015	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	6	$4.08M	0.53%	-1	Timeline
SYBTSTOCK YDS BANCORP INC	63,717	$3.8M	0.5%	+1,069	Timeline
GOOGLALPHABET INC	17,275	$2.82M	0.37%	0	Timeline
XOMEXXON MOBIL CORP	20,150	$2.53M	0.33%	-82	Timeline
TTTRANE TECHNOLOGIES PLC	6,467	$2.52M	0.33%	+1	Timeline
AMGNAMGEN INC	7,858	$2.49M	0.33%	0	Timeline
BF-BBROWN FORMAN CORP	52,208	$2.46M	0.32%	0	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	5,373	$2.44M	0.32%	+26	Timeline
AMZNAMAZON COM INC	12,483	$2.26M	0.3%	+400	Timeline
PNCPNC FINL SVCS GROUP INC	10,190	$1.86M	0.24%	+13	Timeline
LLYELI LILLY & CO	2,031	$1.82M	0.24%	0	Timeline
SPGIS&P GLOBAL INC	3,503	$1.77M	0.23%	0	Timeline
ADPAUTOMATIC DATA PROCESSING IN	6,063	$1.71M	0.22%	0	Timeline
AMATAPPLIED MATLS INC	8,261	$1.65M	0.22%	0	Timeline
FSLRFIRST SOLAR INC	7,050	$1.62M	0.21%	0	Timeline
MCDMCDONALDS CORP	5,188	$1.56M	0.2%	0	Timeline
PGPROCTER & GAMBLE CO	8,988	$1.5M	0.2%	-139	Timeline
MRKMERCK & CO INC	11,916	$1.29M	0.17%	-200	Timeline
ITWILLINOIS TOOL WKS INC	4,813	$1.23M	0.16%	0	Timeline
KRKROGER CO	21,696	$1.21M	0.16%	0	Timeline
ALLALLSTATE CORP	6,202	$1.12M	0.15%	0	Timeline
SYKSTRYKER CORPORATION	2,949	$1.02M	0.13%	0	Timeline
GDGENERAL DYNAMICS CORP	3,422	$1.02M	0.13%	+200	Timeline
KOCOCA COLA CO	14,528	$1M	0.13%	0	Timeline
LMTLOCKHEED MARTIN CORP	1,508	$913K	0.12%	0	Timeline
BF-ABROWN FORMAN CORP	19,926	$911K	0.12%	0	Timeline
NEENEXTERA ENERGY INC	11,320	$909K	0.12%	0	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,470	$835K	0.11%	0	Timeline
HUMHUMANA INC	3,510	$829K	0.11%	0	Timeline
ABBVABBVIE INC	4,225	$818K	0.11%	0	Timeline
CVXCHEVRON CORPORATION	5,332	$806K	0.11%	+1	Timeline
HONHONEYWELL INTL INC	3,894	$792K	0.1%	0	Timeline
VTVANGUARD INTL EQUITY INDEX F	6,525	$775K	0.1%	0	Timeline
METAMETA PLATFORMS INC	1,254	$733K	0.1%	+160	Timeline
MELIMERCADOLIBRE INC	357	$701K	0.09%	0	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	3,456	$638K	0.08%	+750	Timeline
VTIVANGUARD INDEX FDS	2,266	$635K	0.08%	0	Timeline
CLCOLGATE PALMOLIVE CO	6,362	$627K	0.08%	0	Timeline
MSMORGAN STANLEY	5,782	$622K	0.08%	0	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,949	$609K	0.08%	-5	Timeline
IVVISHARES TR	1,062	$606K	0.08%	+179	Timeline
AFLAFLAC INC	5,126	$573K	0.07%	0	Timeline
MAMASTERCARD INCORPORATED	1,162	$571K	0.07%	0	Timeline
GPCGENUINE PARTS CO	4,138	$559K	0.07%	0	Timeline
HUBBHUBBELL INC	1,239	$543K	0.07%	0	Timeline
PAYXPAYCHEX INC	3,758	$516K	0.07%	0	Timeline
ORLYOREILLY AUTOMOTIVE INC	445	$512K	0.07%	0	Timeline
MDLZMONDELEZ INTL INC	6,976	$495K	0.06%	0	Timeline
CSCOCISCO SYS INC	9,329	$490K	0.06%	-22	Timeline
FASTFASTENAL CO	6,887	$482K	0.06%	0	Timeline
ORCLORACLE CORP	2,819	$479K	0.06%	0	Timeline
QQQINVESCO QQQ TR	944	$455K	0.06%	+136	Timeline
PEPPEPSICO INC	2,701	$452K	0.06%	-140	Timeline
VTVVANGUARD INDEX FDS	2,552	$442K	0.06%	0	Timeline
AZOAUTOZONE INC	142	$434K	0.06%	-2	Timeline
GLDSPDR GOLD TR	1,674	$409K	0.05%	0	Timeline
SCHGSCHWAB STRATEGIC TR	3,886	$400K	0.05%	0	Timeline
CINFCINCINNATI FINL CORP	2,965	$394K	0.05%	0	Timeline
NFLXNETFLIX INC.	561	$394K	0.05%	0	Timeline
DOVDOVER CORP	2,090	$392K	0.05%	0	Timeline
PMPHILIP MORRIS INTL INC	3,275	$389K	0.05%	-130	Timeline
QCOMQUALCOMM INC	2,325	$388K	0.05%	0	Timeline
SHOPSHOPIFY INC	4,450	$360K	0.05%	-50	Timeline
CATCATERPILLAR INC	836	$333K	0.04%	0	Timeline
DHID R HORTON INC	1,781	$330K	0.04%	0	Timeline
AVGEAMERICAN CENTY ETF TR	4,472	$329K	0.04%	0	Timeline
BLACKROCK INCBLACKROCK INC	349	$328K	0.04%	0
CSXCSX CORP	9,679	$326K	0.04%	0	Timeline
EMREMERSON ELEC CO	2,867	$323K	0.04%	0	Timeline
VVVANGUARD INDEX FDS	1,220	$318K	0.04%	0	Timeline
STZCONSTELLATION BRANDS INC	1,257	$306K	0.04%	0	Timeline
WPCWP CAREY INC	5,049	$303K	0.04%	0	Timeline
KMBKIMBERLY-CLARK CORP	2,149	$303K	0.04%	-100	Timeline
USBUS BANCORP	6,736	$300K	0.04%	0	Timeline
CORCENCORA INC	1,339	$294K	0.04%	0	Timeline
MOALTRIA GROUP INC	5,874	$293K	0.04%	0	Timeline
VBRVANGUARD INDEX FDS	1,478	$293K	0.04%	0	Timeline
FNBF N B CORP	20,733	$286K	0.04%	+177	Timeline
TTDTHE TRADE DESK INC	2,550	$285K	0.04%	0	Timeline
WMTWALMART INC	3,599	$285K	0.04%	0	Timeline
TXNTEXAS INSTRS INC	1,414	$285K	0.04%	+2	Timeline
IRINGERSOLL RAND INC	2,811	$281K	0.04%	0	Timeline
DISCOVER FINL SVCSDISCOVER FINL SVCS	1,940	$279K	0.04%	0
SOSOUTHERN CO	3,120	$277K	0.04%	0	Timeline
DUKDUKE ENERGY CORP NEW	2,469	$272K	0.04%	0	Timeline
HDHOME DEPOT INC	661	$270K	0.04%	0	Timeline
DEDEERE & CO	663	$269K	0.04%	0	Timeline
LOWLOWES COS INC	994	$267K	0.03%	0	Timeline
PECOPHILLIPS EDISON & CO INC	7,329	$265K	0.03%	+59	Timeline
CBCHUBB LIMITED	925	$256K	0.03%	-50	Timeline
ABTABBOTT LABORATORIES	2,250	$255K	0.03%	0	Timeline
MKCMCCORMICK & CO INC	3,205	$254K	0.03%	-200	Timeline
ONTOONTO INNOVATION INC	1,220	$252K	0.03%	0	Timeline
FTECFIDELITY COVINGTON TRUST	1,459	$252K	0.03%	0	Timeline
VEUVANGUARD INTL EQUITY INDEX F	3,971	$249K	0.03%	0	Timeline
RBCAAREPUBLIC BANCORP INC KY	3,923	$248K	0.03%	-1,500	Timeline
MDTMEDTRONIC PLC	2,827	$246K	0.03%	0	Timeline
AXPAMERICAN EXPRESS CO	896	$245K	0.03%	+1	Timeline
WATWATERS CORP	700	$245K	0.03%	0	Timeline
ROKROCKWELL AUTOMATION INC	875	$234K	0.03%	0	Timeline
SHELSHELL PLC	3,272	$230K	0.03%	0	Timeline
TSCOTRACTOR SUPPLY CO	780	$229K	0.03%	0	Timeline
ONBOLD NATL BANCORP IND	12,309	$223K	0.03%	0	Timeline
TSLATESLA INC	914	$220K	0.03%	new	Timeline
UPSUNITED PARCEL SVCS INC	1,638	$215K	0.03%	0	Timeline
EOGEOG RES INC	1,545	$207K	0.03%	new	Timeline
SYPRSYPRIS SOLUTIONS INC	25,000	$40.8K	0.01%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
STLASTELLANTIS N.V	426,722	$8.36M	shares
CBRECBRE GROUP INC	72,195	$7.1M	shares
DECKDECKERS OUTDOOR CORP	1,699	$1.44M	shares
VCSHVANGUARD SCOTTSDALE FDS	4,889	$380K	shares
VUSBVANGUARD BD INDEX FDS	5,080	$252K	shares
BDXBECTON DICKINSON & CO	904	$215K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001951757-24-000987	base		2024-10-08	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC