BALDWIN WEALTH PARTNERS LLC/MA Q1 2021 Filing

Filed April 8, 2021

Portfolio Value

$841.9B

Holdings

628

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (628 positions)

#StockSharesValue% PortfolioType
101
CTLTEURCATALENT INC
5,072$534.0M0.06%
102
ABBVABBVIE INC
4,905$531.0M0.06%
103
IJHISHARES TR
2,012$524.0M0.06%
104
AMTAMERICAN TOWER CORP NEW
2,129$509.0M0.06%
105
CLXCLOROX CO DEL
2,600$501.0M0.06%
106
VISVANGUARD WORLD FDS
2,583$489.0M0.06%
107
RWLINVESCO EXCH TRADED FD TR II
7,012$487.0M0.06%
108
ETENERGY TRANSFER LP
63,105$485.0M0.06%
109
ORCLORACLE CORP
6,865$482.0M0.06%
110
4I1PHILIP MORRIS INTL INC
5,271$468.0M0.06%
111
ABTABBOTT LABS
3,896$467.0M0.06%
112
XLYSELECT SECTOR SPDR TR
2,770$466.0M0.06%
113
MOALTRIA GROUP INC
9,100$466.0M0.06%
114
VBRVANGUARD INDEX FDS
2,792$462.0M0.05%
115
TRVTRAVELERS COMPANIES INC
3,055$459.0M0.05%
116
SHOPSHOPIFY INC
413$457.0M0.05%
117
SOSOUTHERN CO
7,117$442.0M0.05%
118
UNHUNITEDHEALTH GROUP INC
1,186$441.0M0.05%
119
LOWLOWES COS INC
2,262$430.0M0.05%
120
IWRISHARES TR
5,781$427.0M0.05%
121
ZMZOOM VIDEO COMMUNICATIONS IN
1,325$426.0M0.05%
122
IWPISHARES TR
4,168$425.0M0.05%
123
CRMSALESFORCE COM INC
1,942$411.0M0.05%
124
TROWPRICE T ROWE GROUP INC
2,370$406.0M0.05%
125
TTDTHE TRADE DESK INC
614$400.0M0.05%
126
IJRISHARES TR
3,666$398.0M0.05%
127
PACWUSDGREAT WESTN NATL BK PORTLAND
10,418$397.0M0.05%
128
APDAIR PRODS & CHEMS INC
1,374$387.0M0.05%
129
APPNAPPIAN CORP
2,900$385.0M0.05%
130
WFCWELLS FARGO CO NEW
9,700$379.0M0.05%
131
GLPGLOBAL PARTNERS LP
17,500$374.0M0.04%
132
TWLOTWILIO INC
1,085$370.0M0.04%
133
FASTFASTENAL CO
7,300$367.0M0.04%
134
RTXRAYTHEON TECHNOLOGIES CORP
4,733$366.0M0.04%
135
AMDADVANCED MICRO DEVICES INC
4,412$346.0M0.04%
136
AVGOBROADCOM INC
738$342.0M0.04%
137
SUNSUNOCO LP/SUNOCO FIN CORP
10,500$334.0M0.04%
138
CARAEURCARA THERAPEUTICS INC
15,327$333.0M0.04%
139
PSFCOHEN & STEERS SELECT PFD &
12,000$332.0M0.04%
140
HDBHDFC BANK LTD
4,264$331.0M0.04%
141
ROKUROKU INC
1,000$326.0M0.04%
142
IVEISHARES TR
2,273$321.0M0.04%
143
IWMISHARES TR
1,380$305.0M0.04%
144
TRGPTARGA RES CORP
9,468$301.0M0.04%
145
NDQINVESCO QQQ TR
935$298.0M0.04%
146
MCDMCDONALDS CORP
1,308$293.0M0.03%
147
TSLATESLA INC
430$287.0M0.03%
148
KLACKLA CORP
865$286.0M0.03%
149
SESEA LTD
1,250$279.0M0.03%
150
JETSETF SER SOLUTIONS
10,366$279.0M0.03%
151
IWFISHARES TR
1,144$278.0M0.03%
152
MPLXMPLX LP
10,796$277.0M0.03%
153
PGRPROGRESSIVE CORP
2,878$275.0M0.03%
154
NSCNORFOLK SOUTHN CORP
1,024$275.0M0.03%
155
ULUNILEVER PLC
4,899$274.0M0.03%
156
HUBSHUBSPOT INC
600$273.0M0.03%
157
EBCEASTERN BANKSHARES INC
14,000$270.0M0.03%
158
SMHVANECK VECTORS ETF TR
1,081$263.0M0.03%
159
GSBDGOLDMAN SACHS BDC INC
13,616$263.0M0.03%
160
CRWDCROWDSTRIKE HLDGS INC
1,421$260.0M0.03%
161
DANIMER SCIENTIFIC INC
6,704$253.0M0.03%
162
NFLXNETFLIX INC
483$252.0M0.03%
163
NOWSERVICENOW INC
500$250.0M0.03%
164
WESWESTERN MIDSTREAM PARTNERS L
13,388$249.0M0.03%
165
PAAPLAINS ALL AMERN PIPELINE L
27,359$249.0M0.03%
166
COPCONOCOPHILLIPS
4,689$248.0M0.03%
167
DC4DEXCOM INC
681$245.0M0.03%
168
MCOMOODYS CORP
815$243.0M0.03%
169
SIVBEURSVB FINANCIAL GROUP
490$242.0M0.03%
170
EFAISHARES TR
3,178$241.0M0.03%
171
EWJISHARES INC
3,317$227.0M0.03%
172
NKENIKE INC
1,702$227.0M0.03%
173
SAPSAP SE
1,814$223.0M0.03%
174
INGING GROEP N.V.
18,236$223.0M0.03%
175
PXFINVESCO EXCH TRADED FD TR II
4,600$213.0M0.03%
176
VEEVVEEVA SYS INC
800$209.0M0.02%
177
DXJWISDOMTREE TR
3,406$209.0M0.02%
178
OKTAOKTA INC
945$208.0M0.02%
179
TAT&T INC
6,692$203.0M0.02%
180
UNFIUNITED NAT FOODS INC
5,937$196.0M0.02%
181
NVONOVO-NORDISK A S
2,882$194.0M0.02%
182
BB3BROOKLINE BANCORP INC DEL
12,918$194.0M0.02%
183
BFAMBRIGHT HORIZONS FAM SOL IN D
1,124$193.0M0.02%
184
TELTE CONNECTIVITY LTD
1,495$193.0M0.02%
185
IXORIX CORP
2,244$190.0M0.02%
186
VCSHVANGUARD SCOTTSDALE FDS
2,286$189.0M0.02%
187
MDBMONGODB INC
700$187.0M0.02%
188
NVSNNOVARTIS AG
2,179$186.0M0.02%
189
LLYLILLY ELI & CO
993$186.0M0.02%
190
QUALISHARES TR
1,531$186.0M0.02%
191
CVXCHEVRON CORP NEW
1,763$185.0M0.02%
192
ADPAUTOMATIC DATA PROCESSING IN
980$185.0M0.02%
193
PHGKONINKLIJKE PHILIPS N V
3,231$184.0M0.02%
194
NBISYANDEX N V
2,760$180.0M0.02%
195
BLKCHFBLACKROCK INC
235$177.0M0.02%
196
FERGFERGUSON PLC NEW
1,461$175.0M0.02%
197
ASMLASML HOLDING N V
284$175.0M0.02%
198
ZSZSCALER INC
1,000$172.0M0.02%
199
SYU1SYNOVUS FINL CORP
3,742$171.0M0.02%
200
SYKSTRYKER CORPORATION
695$169.0M0.02%
PreviousPage 2 of 7Next