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| Name: |
BARLOW WEALTH PARTNERS INC. |
| City: |
LOUISVILLE |
| State: |
KY |
| Zip: |
40207 |
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| Holdings
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11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NICE |
NICE Systems Ltd (ADR) |
23 |
New |
$225.15 |
$12,850,000 |
55,394 |
1.75% |
12,850,000 |
55,394 |
0.088 |
Computer Peripherals |
|
|
WRB |
WR Berkley Corporation |
24 |
New |
$79.74 |
$12,558,000 |
152,863 |
1.71% |
12,558,000 |
152,863 |
0.058 |
Property & Casualty I... |
|
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AZN |
AstraZeneca Plc (ADR) |
38 |
New |
$77.18 |
$9,886,000 |
143,421 |
1.35% |
9,886,000 |
143,421 |
0.005 |
Drug Manufacturers - ... |
|
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CTRA |
Coterra Energy Inc |
119 |
New |
$28.08 |
$271,000 |
9,792 |
0.04% |
271,000 |
9,792 |
0.001 |
Independent Oil & Gas |
|
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ABT |
Abbott Laboratories |
130 |
New |
$104.74 |
$245,000 |
2,250 |
0.03% |
245,000 |
2,250 |
0 |
Drug Manufacturers - ... |
|
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OXY |
Occidental Petroleum Corp |
132 |
New |
$63.57 |
$244,000 |
3,542 |
0.03% |
244,000 |
3,542 |
0 |
Independent Oil & Gas |
|
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GE |
General Electric Co |
138 |
New |
$163.38 |
$235,000 |
1,522 |
0.03% |
235,000 |
1,522 |
0 |
Conglomerates |
|
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ONTO |
Onto Innovation Inc |
144 |
New |
$224.35 |
$225,000 |
1,220 |
0.03% |
225,000 |
1,220 |
0.002 |
Scientific & Technica... |
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TTD |
Trade Desk, Inc. |
146 |
New |
$87.26 |
$220,000 |
2,550 |
0.03% |
220,000 |
2,550 |
0.001 |
N/A |
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WMT |
Wal-Mart Stores Inc |
148 |
New |
$60.24 |
$216,000 |
3,599 |
0.03% |
216,000 |
3,599 |
0 |
Discount, Variety Stores |
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CB |
Chubb Ltd (ACE Ltd) |
151 |
New |
$254.84 |
$210,000 |
855 |
0.03% |
210,000 |
855 |
0 |
Property & Casualty I... |
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