Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARLOW WEALTH PARTNERS INC | 07-31-2024 | 06-30-2024 | 149 | 722,371,722 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 1 | $42,803,933 | 245,478 | 0.01 | 0.01 | -17,798 | -6.76 | 06-30-2024 |
| MICROSOFT CORP | COM | 2 | $38,937,792 | 90,785 | 0.01 | 0.01 | 701 | 0.78 | 06-30-2024 |
| COSTCO WHSL CORP NEW | COM | 3 | $26,336,843 | 31,700 | 0.00 | 0.00 | 971 | 3.16 | 06-30-2024 |
| APPLE INC | COM | 4 | $25,867,265 | 118,364 | 0.00 | 0.00 | 2,737 | 2.37 | 06-30-2024 |
