BALDWIN WEALTH PARTNERS LLC/MA Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$1.4B
Holdings
228
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (228 positions)
| Stock | Value |
|---|---|
MMM3M CO | $932K |
GLPGLOBAL PARTNERS LP | $907K |
ABTABBOTT LABS | $907K |
PGRPROGRESSIVE CORP | $907K |
WYWEYERHAEUSER CO MTN BE | $890K |
CNRCANADIAN NATL RY CO | $851K |
UNHUNITEDHEALTH GROUP INC | $845K |
TRPTC ENERGY CORP | $837K |
SYBTSTOCK YDS BANCORP INC | $831K |
CLOZSERIES PORTFOLIOS TR | $822K |
VEAVANGUARD TAX-MANAGED FDS | $778K |
TFXTELEFLEX INCORPORATED | $775K |
KMBKIMBERLY-CLARK CORP | $772K |
DEDEERE & CO | $772K |
XSLVINVESCO EXCH TRADED FD TR II | $766K |
VWOVANGUARD INTL EQUITY INDEX F | $748K |
PFEPFIZER INC | $739K |
TRVTRAVELERS COMPANIES INC | $725K |
CGCARLYLE GROUP INC | $685K |
ABALLIANCEBERNSTEIN HLDG L P | $671K |
SUNSUNOCO LP/SUNOCO FIN CORP | $660K |
RWLINVESCO EXCH TRADED FD TR II | $656K |
HIMSHIMS & HERS HEALTH INC | $646K |
CATCATERPILLAR INC | $645K |
DISDISNEY WALT CO | $643K |
SOSOUTHERN CO | $640K |
VISVANGUARD WORLD FD | $639K |
NFLXNETFLIX INC | $605K |
ORLYOREILLY AUTOMOTIVE INC | $597K |
VTIVANGUARD INDEX FDS | $591K |
WFCWELLS FARGO CO NEW | $587K |
BNDVANGUARD BD INDEX FDS | $581K |
GDXVANECK ETF TRUST | $573K |
EPIWISDOMTREE TR | $571K |
XLYSELECT SECTOR SPDR TR | $547K |
PAAPLAINS ALL AMERN PIPELINE L | $528K |
AHRAMERICAN HEALTHCARE REIT INC | $526K |
INTUINTUIT | $525K |
AWCAMERICAN WTR WKS CO INC NEW | $523K |
MTDMETTLER TOLEDO INTERNATIONAL | $522K |
KNSLKINSALE CAP GROUP INC | $516K |
WMTWALMART INC | $506K |
APDAIR PRODS & CHEMS INC | $506K |
SPOTSPOTIFY TECHNOLOGY S A | $497K |
PYPLPAYPAL HLDGS INC | $489K |
EWEDWARDS LIFESCIENCES CORP | $482K |
GSBDGOLDMAN SACHS BDC INC | $476K |
IWPISHARES TR | $470K |
COPCONOCOPHILLIPS | $467K |
AMDADVANCED MICRO DEVICES INC | $465K |
AMTAMERICAN TOWER CORP NEW | $460K |
CHKPCHECK POINT SOFTWARE TECH LT | $451K |
DXJWISDOMTREE TR | $450K |
ORCLORACLE CORP | $444K |
SDYSPDR SER TR | $438K |
TSLATESLA INC | $431K |
FBINFORTUNE BRANDS INNOVATIONS I | $428K |
MAMASTERCARD INCORPORATED | $426K |
TJXTJX COS INC NEW | $426K |
SLVISHARES SILVER TR | $414K |
SBG1SEACOAST BKG CORP FLA | $411K |
QCOMQUALCOMM INC | $386K |
FDXFEDEX CORP | $380K |
ESGVVANGUARD WORLD FD | $377K |
MCDMCDONALDS CORP | $375K |
HUBSHUBSPOT INC | $367K |
BFAMBRIGHT HORIZONS FAM SOL IN D | $356K |
NDQINVESCO QQQ TR | $355K |
SCHBSCHWAB STRATEGIC TR | $350K |
NSCNORFOLK SOUTHN CORP | $345K |
EXPEEXPEDIA GROUP INC | $336K |
DDDUPONT DE NEMOURS INC | $322K |
BCPCBALCHEM CORP | $318K |
LINLINDE PLC | $317K |
TTDTHE TRADE DESK INC | $317K |
BACVERIZON COMMUNICATIONS INC | $315K |
NOWSERVICENOW INC | $315K |
IJRISHARES TR | $312K |
GEGE AEROSPACE | $309K |
MCOMOODYS CORP | $306K |
AXONAXON ENTERPRISE INC | $303K |
EWJISHARES INC | $294K |
IVEISHARES TR | $293K |
VTVVANGUARD INDEX FDS | $292K |
TTTRANE TECHNOLOGIES PLC | $292K |
NWGNATWEST GROUP PLC | $282K |
KMIKINDER MORGAN INC DEL | $280K |
LOWLOWES COS INC | $278K |
MSCIMSCI INC | $277K |
TAT&T INC | $259K |
MINTPIMCO ETF TR | $258K |
MPLXMPLX LP | $257K |
HESMHESS MIDSTREAM LP | $254K |
USFRWISDOMTREE TR | $252K |
HLIOHELIOS TECHNOLOGIES INC | $249K |
CVSCVS HEALTH CORP | $247K |
OLLIOLLIES BARGAIN OUTLET HLDGS | $246K |
AGGYWISDOMTREE TR | $239K |
ZSZSCALER INC | $238K |
CMECME GROUP INC | $238K |