0001951757-24-000215.txt : 20240206
0001951757-24-000215.hdr.sgml : 20240206
20240206160630
ACCESSION NUMBER: 0001951757-24-000215
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240206
DATE AS OF CHANGE: 20240206
EFFECTIVENESS DATE: 20240206
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BARLOW WEALTH PARTNERS, INC.
CENTRAL INDEX KEY: 0001999928
ORGANIZATION NAME:
IRS NUMBER: 863914532
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23613
FILM NUMBER: 24600249
BUSINESS ADDRESS:
STREET 1: 3700 BROWNSBORO ROAD
CITY: LOUISVILLE
STATE: KY
ZIP: 40207
BUSINESS PHONE: (502) 308-4270
MAIL ADDRESS:
STREET 1: 3700 BROWNSBORO ROAD
CITY: LOUISVILLE
STATE: KY
ZIP: 40207
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001999928
XXXXXXXX
12-31-2023
12-31-2023
BARLOW WEALTH PARTNERS, INC.
3700 BROWNSBORO ROAD
LOUISVILLE
KY
40207
13F HOLDINGS REPORT
028-23613
N
Amy Jones
Chief Compliance Officer
(502) 308-4270
Amy Jones
Louisville
KY
02-06-2024
0
148
703533104
false
INFORMATION TABLE
2
F_13F_Barlow_Q42023.xml
ABBVIE INC
COM
00287Y109
655368
4229
SH
SOLE
0
0
4229
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
16591266
47281
SH
SOLE
0
0
47281
ADOBE INC
COM
00724F101
16700027
27992
SH
SOLE
0
0
27992
AFLAC INC
COM
001055102
422895
5126
SH
SOLE
0
0
5126
AIR PRODS & CHEMS INC
COM
009158106
535005
1954
SH
SOLE
0
0
1954
ALIGNMENT HEALTHCARE INC
COM
01625V104
100461
11668
SH
SOLE
0
0
11668
ALLSTATE CORP
COM
020002101
868156
6202
SH
SOLE
0
0
6202
ALPHABET INC
CAP STK CL A
02079K305
2343300
16775
SH
SOLE
0
0
16775
ALPHABET INC
CAP STK CL C
02079K107
36104575
256188
SH
SOLE
0
0
256188
ALTRIA GROUP INC
COM
02209S103
236957
5874
SH
SOLE
0
0
5874
AMAZON COM INC
COM
023135106
1708565
11245
SH
SOLE
0
0
11245
AMERICAN CENTY ETF TR
AVANTIS ALL EQT
025072232
289595
4472
SH
SOLE
0
0
4472
AMGEN INC
COM
031162100
2270462
7883
SH
SOLE
0
0
7883
APPLE INC
COM
037833100
22392957
116309
SH
SOLE
0
0
116309
APPLIED MATLS INC
COM
038222105
1309201
8078
SH
SOLE
0
0
8078
AUTODESK INC
COM
052769106
10255134
42119
SH
SOLE
0
0
42119
AUTOMATIC DATA PROCESSING IN
COM
053015103
1451170
6229
SH
SOLE
0
0
6229
AUTOZONE INC
COM
053332102
372328
144
SH
SOLE
0
0
144
BECTON DICKINSON & CO
COM
075887109
226030
927
SH
SOLE
0
0
927
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1688785
4735
SH
SOLE
0
0
4735
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
3798375
7
SH
SOLE
0
0
7
BLACKROCK INC
COM
09247X101
939253
1157
SH
SOLE
0
0
1157
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
6961067
33833
SH
SOLE
0
0
33833
BROWN FORMAN CORP
CL A
115637100
1187390
19926
SH
SOLE
0
0
19926
BROWN FORMAN CORP
CL B
115637209
3942184
69040
SH
SOLE
0
0
69040
CATERPILLAR INC
COM
149123101
247180
836
SH
SOLE
0
0
836
CBRE GROUP INC
CL A
12504L109
13951398
149870
SH
SOLE
0
0
149870
CENCORA INC
COM
03073E105
261038
1271
SH
SOLE
0
0
1271
CHEVRON CORP NEW
COM
166764100
934043
6262
SH
SOLE
0
0
6262
CHURCHILL DOWNS INC
COM
171484108
20668847
153182
SH
SOLE
0
0
153182
CINCINNATI FINL CORP
COM
172062101
306759
2965
SH
SOLE
0
0
2965
CISCO SYS INC
COM
17275R102
570111
11285
SH
SOLE
0
0
11285
COCA COLA CO
COM
191216100
856135
14528
SH
SOLE
0
0
14528
COGNIZANT TECHNOLOGY SOLUTIO
CL A
192446102
375006
4965
SH
SOLE
0
0
4965
COLGATE PALMOLIVE CO
COM
194162103
507115
6362
SH
SOLE
0
0
6362
COMCAST CORP NEW
CL A
20030N101
5480814
124990
SH
SOLE
0
0
124990
CONSTELLATION BRANDS INC
CL A
21036P108
303880
1257
SH
SOLE
0
0
1257
CONSTELLATION ENERGY CORP
COM
21037T109
13139290
112407
SH
SOLE
0
0
112407
COSTCO WHSL CORP NEW
COM
22160K105
19795847
29990
SH
SOLE
0
0
29990
CSX CORP
COM
126408103
360637
10402
SH
SOLE
0
0
10402
CUMMINS INC
COM
231021106
15514289
64759
SH
SOLE
0
0
64759
D R HORTON INC
COM
23331A109
274020
1803
SH
SOLE
0
0
1803
DEERE & CO
COM
244199105
14386123
35977
SH
SOLE
0
0
35977
DISCOVER FINL SVCS
COM
254709108
218056
1940
SH
SOLE
0
0
1940
DISNEY WALT CO
COM
254687106
8856004
98084
SH
SOLE
0
0
98084
DOVER CORP
COM
260003108
321463
2090
SH
SOLE
0
0
2090
DUKE ENERGY CORP NEW
COM NEW
26441C204
220184
2269
SH
SOLE
0
0
2269
ELEVANCE HEALTH INC
COM
036752103
1026586
2177
SH
SOLE
0
0
2177
ELI LILLY & CO
COM
532457108
1183911
2031
SH
SOLE
0
0
2031
EMERSON ELEC CO
COM
291011104
279045
2867
SH
SOLE
0
0
2867
EOG RES INC
COM
26875P101
20410366
168750
SH
SOLE
0
0
168750
EPAM SYS INC
COM
29414B104
13223304
44472
SH
SOLE
0
0
44472
EXXON MOBIL CORP
COM
30231G102
2022146
20226
SH
SOLE
0
0
20226
F N B CORP
COM
302520101
277945
20185
SH
SOLE
0
0
20185
FAIR ISAAC CORP
COM
303250104
6251246
5370
SH
SOLE
0
0
5370
FASTENAL CO
COM
311900104
446071
6887
SH
SOLE
0
0
6887
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
209571
1459
SH
SOLE
0
0
1459
FIRST SOLAR INC
COM
336433107
2075974
12050
SH
SOLE
0
0
12050
FORTINET INC
COM
34959E109
9119150
155803
SH
SOLE
0
0
155803
GARMIN LTD
SHS
H2906T109
16814774
130814
SH
SOLE
0
0
130814
GENERAL DYNAMICS CORP
COM
369550108
836657
3222
SH
SOLE
0
0
3222
GENUINE PARTS CO
COM
372460105
573113
4138
SH
SOLE
0
0
4138
GRAINGER W W INC
COM
384802104
11948359
14418
SH
SOLE
0
0
14418
HOME DEPOT INC
COM
437076102
246967
713
SH
SOLE
0
0
713
HONEYWELL INTL INC
COM
438516106
822483
3922
SH
SOLE
0
0
3922
HOULIHAN LOKEY INC
CL A
441593100
20236797
168767
SH
SOLE
0
0
168767
HUBBELL INC
COM
443510607
407544
1239
SH
SOLE
0
0
1239
HUMANA INC
COM
444859102
1977482
4319
SH
SOLE
0
0
4319
ICON PLC
SHS
G4705A100
13340240
47127
SH
SOLE
0
0
47127
ILLINOIS TOOL WKS INC
COM
452308109
1375185
5250
SH
SOLE
0
0
5250
INGERSOLL RAND INC
COM
45687V106
243234
3145
SH
SOLE
0
0
3145
INTEL CORP
COM
458140100
275018
5473
SH
SOLE
0
0
5473
INTUIT
COM
461202103
15654141
25045
SH
SOLE
0
0
25045
INVESCO QQQ TR
UNIT SER 1
46090E103
245712
600
SH
SOLE
0
0
600
ISHARES TR
CORE S&P500 ETF
464287200
250756
525
SH
SOLE
0
0
525
JOHNSON & JOHNSON
COM
478160104
14929845
95252
SH
SOLE
0
0
95252
JPMORGAN CHASE & CO
COM
46625H100
13254742
77923
SH
SOLE
0
0
77923
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
10514735
66093
SH
SOLE
0
0
66093
KIMBERLY-CLARK CORP
COM
494368103
273276
2249
SH
SOLE
0
0
2249
KROGER CO
COM
501044101
1037434
22696
SH
SOLE
0
0
22696
LAUDER ESTEE COS INC
CL A
518439104
2543403
17391
SH
SOLE
0
0
17391
LOCKHEED MARTIN CORP
COM
539830109
683486
1508
SH
SOLE
0
0
1508
LULULEMON ATHLETICA INC
COM
550021109
12978074
25383
SH
SOLE
0
0
25383
MASTERCARD INCORPORATED
CL A
57636Q104
375329
880
SH
SOLE
0
0
880
MCCORMICK & CO INC
COM NON VTG
579780206
232970
3405
SH
SOLE
0
0
3405
MCDONALDS CORP
COM
580135101
1411684
4761
SH
SOLE
0
0
4761
MEDTRONIC PLC
SHS
G5960L103
232888
2827
SH
SOLE
0
0
2827
MERCADOLIBRE INC
COM
58733R102
561040
357
SH
SOLE
0
0
357
MERCK & CO INC
COM
58933Y105
1321322
12120
SH
SOLE
0
0
12120
META PLATFORMS INC
CL A
30303M102
349712
988
SH
SOLE
0
0
988
MICROSOFT CORP
COM
594918104
36046822
95859
SH
SOLE
0
0
95859
MONDELEZ INTL INC
CL A
609207105
505272
6976
SH
SOLE
0
0
6976
MORGAN STANLEY
COM NEW
617446448
539172
5782
SH
SOLE
0
0
5782
MORNINGSTAR INC
COM
617700109
9132830
31906
SH
SOLE
0
0
31906
MUELLER INDS INC
COM
624756102
16086348
341174
SH
SOLE
0
0
341174
NETFLIX INC
COM
64110L106
291154
598
SH
SOLE
0
0
598
NEXTERA ENERGY INC
COM
65339F101
632911
10420
SH
SOLE
0
0
10420
NVIDIA CORPORATION
COM
67066G104
3725045
7522
SH
SOLE
0
0
7522
ORACLE CORP
COM
68389X105
340855
3233
SH
SOLE
0
0
3233
OREILLY AUTOMOTIVE INC
COM
67103H107
429436
452
SH
SOLE
0
0
452
PAYCHEX INC
COM
704326107
447615
3758
SH
SOLE
0
0
3758
PAYCOM SOFTWARE INC
COM
70432V102
7181890
34742
SH
SOLE
0
0
34742
PAYPAL HLDGS INC
COM
70450Y103
9234774
150379
SH
SOLE
0
0
150379
PEPSICO INC
COM
713448108
503680
2966
SH
SOLE
0
0
2966
PFIZER INC
COM
717081103
222114
7715
SH
SOLE
0
0
7715
PHILIP MORRIS INTL INC
COM
718172109
320342
3405
SH
SOLE
0
0
3405
PHILLIPS EDISON & CO INC
COMMON STOCK
71844V201
259967
7126
SH
SOLE
0
0
7126
PINNACLE FINL PARTNERS INC
COM
72346Q104
12535216
143720
SH
SOLE
0
0
143720
PNC FINL SVCS GROUP INC
COM
693475105
1575447
10174
SH
SOLE
0
0
10174
PPG INDS INC
COM
693506107
209669
1402
SH
SOLE
0
0
1402
PRICE T ROWE GROUP INC
COM
74144T108
11731800
108940
SH
SOLE
0
0
108940
PROCTER AND GAMBLE CO
COM
742718109
1294631
8835
SH
SOLE
0
0
8835
QUALCOMM INC
COM
747525103
318186
2200
SH
SOLE
0
0
2200
REPUBLIC BANCORP INC KY
CL A
760281204
298085
5404
SH
SOLE
0
0
5404
ROCKWELL AUTOMATION INC
COM
773903109
277880
895
SH
SOLE
0
0
895
ROYAL GOLD INC
COM
780287108
12733092
105267
SH
SOLE
0
0
105267
S&P GLOBAL INC
COM
78409V104
16452233
37347
SH
SOLE
0
0
37347
SHELL PLC
SPON ADS
780259305
215298
3272
SH
SOLE
0
0
3272
SHOPIFY INC
CL A
82509L107
671888
8625
SH
SOLE
0
0
8625
SOUTHERN CO
COM
842587107
219476
3130
SH
SOLE
0
0
3130
SPDR GOLD TR
GOLD SHS
78463V107
437397
2288
SH
SOLE
0
0
2288
SPDR S&P 500 ETF TR
TR UNIT
78462F103
600929
1264
SH
SOLE
0
0
1264
STELLANTIS N.V
SHS
N82405106
9419344
403917
SH
SOLE
0
0
403917
STOCK YDS BANCORP INC
COM
861025104
3225746
62648
SH
SOLE
0
0
62648
STRYKER CORPORATION
COM
863667101
882647
2947
SH
SOLE
0
0
2947
SYPRIS SOLUTIONS INC
COM
871655106
50750
25000
SH
SOLE
0
0
25000
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
281437
2706
SH
SOLE
0
0
2706
TEXAS INSTRS INC
COM
882508104
239890
1407
SH
SOLE
0
0
1407
TJX COS INC NEW
COM
872540109
17090185
182179
SH
SOLE
0
0
182179
TKO GROUP HOLDINGS INC
CL A
87256C101
8706579
106724
SH
SOLE
0
0
106724
TRANE TECHNOLOGIES PLC
SHS
G8994E103
1800097
7380
SH
SOLE
0
0
7380
ULTA BEAUTY INC
COM
90384S303
361123
737
SH
SOLE
0
0
737
UNITED PARCEL SERVICE INC
CL B
911312106
257543
1638
SH
SOLE
0
0
1638
UNITEDHEALTH GROUP INC
COM
91324P102
16644707
31616
SH
SOLE
0
0
31616
US BANCORP DEL
COM NEW
902973304
311097
7188
SH
SOLE
0
0
7188
VANGUARD BD INDEX FDS
VANGUARD ULTRA
92203C303
280126
5666
SH
SOLE
0
0
5666
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
515954
2175
SH
SOLE
0
0
2175
VANGUARD INDEX FDS
VALUE ETF
922908744
200480
1341
SH
SOLE
0
0
1341
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
266143
1220
SH
SOLE
0
0
1220
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
265996
1478
SH
SOLE
0
0
1478
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
671339
6525
SH
SOLE
0
0
6525
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
222932
3971
SH
SOLE
0
0
3971
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
503292
6505
SH
SOLE
0
0
6505
VERTEX PHARMACEUTICALS INC
COM
92532F100
18296216
44966
SH
SOLE
0
0
44966
VISA INC
COM CL A
92826C839
23426576
89981
SH
SOLE
0
0
89981
WATERS CORP
COM
941848103
230461
700
SH
SOLE
0
0
700
WP CAREY INC
COM
92936U109
327226
5049
SH
SOLE
0
0
5049
YUM BRANDS INC
COM
988498101
211302
1617
SH
SOLE
0
0
1617