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  Name: BARLOW WEALTH PARTNERS INC.
  City: LOUISVILLE
  State: KY
  Zip: 40207
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $734,691,000
  Total Value Change : $31,166,000
  Securities Held Change : 4
   
All Securities Held : 152
  New Positions : 11
  Closed Positions : 7
  Increased Positions : 48
  Unchanged Positions : 53
  Decreased Positions : 40

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (INTC)1 Year Chart         INTC Intel Corp 157 Closed $29.85 $0 0 0% -275,000 -5,473 0    Semiconductor- Broad...
   (PFE)1 Year Chart         PFE Pfizer Inc 156 Closed $28.01 $0 0 0% -222,000 -7,715 0    Drug Manufacturers - ...
   (PPG)1 Year Chart         PPG PPG Industries Inc 155 Closed $135.33 $0 0 0% -210,000 -1,402 0    Conglomerates
   (YUM)1 Year Chart         YUM YUM! Brands Inc 154 Closed $134.34 $0 0 0% -211,000 -1,617 0    Restaurants
   (EL)1 Year Chart         EL Estee Lauder Companies Inc 153 Closed $147.36 $0 0 0% -2,543,000 -17,391 0    Personal Products
   (CTSH)1 Year Chart         CTSH Cognizant Technology Soluti... 159 Closed $66.98 $0 0 0% -375,000 -4,965 0    Business Software & S...
   (ALHC)1 Year Chart         ALHC Alignment Healthcare, Inc. 158 Closed $0.00 $0 0 0% -100,000 -11,668 0    N/A

      7 Records Found
  1    
Page 1 of 1
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