Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARLOW WEALTH PARTNERS INC | 04-18-2024 | 03-31-2024 | 152 | 734,689,035 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 1 | $41,910,906 | 263,276 | 0.01 | 263,276 | +Inf | 03-31-2024 | |
| MICROSOFT CORP | COM | 2 | $38,006,329 | 90,084 | 0.01 | 90,084 | +Inf | 03-31-2024 | |
| VISA INC | COM CL A | 3 | $25,514,234 | 92,456 | 0.00 | 92,456 | +Inf | 03-31-2024 | |
| COSTCO WHSL CORP NEW | COM | 4 | $22,472,423 | 30,729 | 0.00 | 30,729 | +Inf | 03-31-2024 |
