BALDWIN WEALTH PARTNERS LLC/MA Q2 2025 Filing
Filed July 24, 2025
Portfolio Value
$1.5T
Holdings
218
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (218 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SYBTSTOCK YDS BANCORP INC | 12,030 | $950.1M | 0.06% | |
| 102 | VEAVANGUARD TAX-MANAGED FDS | 16,628 | $948.0M | 0.06% | |
| 103 | FTGCFIRST TR EXCHANGE TRAD FD VI | 37,692 | $929.9M | 0.06% | |
| 104 | CNRCANADIAN NATL RY CO | 8,728 | $908.1M | 0.06% | |
| 105 | AMGNAMGEN INC | 3,240 | $904.6M | 0.06% | |
| 106 | GLPGLOBAL PARTNERS LP | 17,000 | $896.4M | 0.06% | |
| 107 | PGRPROGRESSIVE CORP | 3,205 | $855.3M | 0.06% | |
| 108 | HIFSHINGHAM INSTN SVGS MASS | 3,416 | $848.4M | 0.06% | |
| 109 | VWOVANGUARD INTL EQUITY INDEX F | 16,854 | $833.6M | 0.06% | |
| 110 | CGCARLYLE GROUP INC | 15,720 | $808.0M | 0.05% | |
| 111 | DISDISNEY WALT CO | 6,510 | $807.3M | 0.05% | |
| 112 | GDXVANECK ETF TRUST | 15,420 | $802.8M | 0.05% | |
| 113 | AMDADVANCED MICRO DEVICES INC | 5,529 | $784.6M | 0.05% | |
| 114 | TRPTC ENERGY CORP | 15,927 | $777.0M | 0.05% | |
| 115 | NFLXNETFLIX INC | 576 | $771.3M | 0.05% | |
| 116 | CLOZSERIES PORTFOLIOS TR | 28,812 | $770.4M | 0.05% | |
| 117 | XSLVINVESCO EXCH TRADED FD TR II | 16,586 | $755.5M | 0.05% | |
| 118 | DEDEERE & CO | 1,444 | $734.3M | 0.05% | |
| 119 | TRVTRAVELERS COMPANIES INC | 2,715 | $726.4M | 0.05% | |
| 120 | CATCATERPILLAR INC | 1,867 | $724.8M | 0.05% | |
| 121 | VISVANGUARD WORLD FD | 2,583 | $723.4M | 0.05% | |
| 122 | ABALLIANCEBERNSTEIN HLDG L P | 17,525 | $715.5M | 0.05% | |
| 123 | PFEPFIZER INC | 28,871 | $699.8M | 0.05% | |
| 124 | ORCLORACLE CORP | 3,175 | $694.1M | 0.05% | |
| 125 | RWLINVESCO EXCH TRADED FD TR II | 6,600 | $688.3M | 0.05% | |
| 126 | KMBKIMBERLY-CLARK CORP | 5,282 | $681.0M | 0.05% | |
| 127 | INTUINTUIT | 855 | $673.4M | 0.05% | |
| 128 | SOSOUTHERN CO | 7,166 | $658.1M | 0.04% | |
| 129 | VTIVANGUARD INDEX FDS | 2,150 | $653.5M | 0.04% | |
| 130 | TFXTELEFLEX INCORPORATED | 5,520 | $653.3M | 0.04% | |
| 131 | AHRAMERICAN HEALTHCARE REIT INC | 17,373 | $638.3M | 0.04% | |
| 132 | EPIWISDOMTREE TR | 13,070 | $620.4M | 0.04% | |
| 133 | WYWEYERHAEUSER CO MTN BE | 24,015 | $617.0M | 0.04% | |
| 134 | XLESELECT SECTOR SPDR TR | 7,185 | $609.4M | 0.04% | |
| 135 | SUNSUNOCO LP/SUNOCO FIN CORP | 11,360 | $608.8M | 0.04% | |
| 136 | XLYSELECT SECTOR SPDR TR | 2,770 | $602.0M | 0.04% | |
| 137 | TSLATESLA INC | 1,816 | $576.9M | 0.04% | |
| 138 | ORLYOREILLY AUTOMOTIVE INC | 6,255 | $563.8M | 0.04% | |
| 139 | WMTWALMART INC | 5,705 | $557.8M | 0.04% | |
| 140 | IWPISHARES TR | 4,000 | $554.7M | 0.04% | |
| 141 | PYPLPAYPAL HLDGS INC | 7,106 | $528.1M | 0.04% | |
| 142 | AWCAMERICAN WTR WKS CO INC NEW | 3,547 | $493.4M | 0.03% | |
| 143 | WFCWELLS FARGO CO NEW | 6,100 | $488.7M | 0.03% | |
| 144 | PAAPLAINS ALL AMERN PIPELINE L | 26,409 | $483.8M | 0.03% | |
| 145 | APDAIR PRODS & CHEMS INC | 1,714 | $483.5M | 0.03% | |
| 146 | BNDVANGUARD BD INDEX FDS | 6,550 | $482.3M | 0.03% | |
| 147 | AMTAMERICAN TOWER CORP NEW | 2,115 | $467.5M | 0.03% | |
| 148 | GSBDGOLDMAN SACHS BDC INC | 40,954 | $460.7M | 0.03% | |
| 149 | SPOTSPOTIFY TECHNOLOGY S A | 586 | $449.7M | 0.03% | |
| 150 | UNHUNITEDHEALTH GROUP INC | 1,433 | $447.1M | 0.03% | |
| 151 | SBG1SEACOAST BKG CORP FLA | 15,980 | $441.4M | 0.03% | |
| 152 | EWEDWARDS LIFESCIENCES CORP | 5,613 | $439.0M | 0.03% | |
| 153 | SDYSPDR SERIES TRUST | 3,230 | $438.4M | 0.03% | |
| 154 | SLVISHARES SILVER TR | 13,350 | $438.0M | 0.03% | |
| 155 | MAMASTERCARD INCORPORATED | 778 | $437.2M | 0.03% | |
| 156 | ESGVVANGUARD WORLD FD | 3,848 | $421.9M | 0.03% | |
| 157 | BWXTBWX TECHNOLOGIES INC | 2,850 | $410.6M | 0.03% | |
| 158 | CHKPCHECK POINT SOFTWARE TECH LT | 1,803 | $398.9M | 0.03% | |
| 159 | DXJWISDOMTREE TR | 3,477 | $397.3M | 0.03% | |
| 160 | TJXTJX COS INC NEW | 3,196 | $394.7M | 0.03% | |
| 161 | COPCONOCOPHILLIPS | 4,379 | $393.0M | 0.03% | |
| 162 | SCHBSCHWAB STRATEGIC TR | 16,260 | $387.5M | 0.03% | |
| 163 | GEGE AEROSPACE | 1,503 | $387.0M | 0.03% | |
| 164 | TTTRANE TECHNOLOGIES PLC | 866 | $378.8M | 0.03% | |
| 165 | QCOMQUALCOMM INC | 2,362 | $376.2M | 0.03% | |
| 166 | SAPSAP SE | 1,222 | $371.6M | 0.03% | |
| 167 | KNSLKINSALE CAP GROUP INC | 760 | $367.8M | 0.02% | |
| 168 | KMIKINDER MORGAN INC DEL | 12,082 | $355.2M | 0.02% | |
| 169 | SILGLOBAL X FDS | 7,350 | $353.8M | 0.02% | |
| 170 | NDQINVESCO QQQ TR | 641 | $353.6M | 0.02% | |
| 171 | MTDMETTLER TOLEDO INTERNATIONAL | 298 | $350.1M | 0.02% | |
| 172 | FDXFEDEX CORP | 1,520 | $345.5M | 0.02% | |
| 173 | BFAMBRIGHT HORIZONS FAM SOL IN D | 2,785 | $344.2M | 0.02% | |
| 174 | FBINFORTUNE BRANDS INNOVATIONS I | 6,607 | $340.1M | 0.02% | |
| 175 | NSCNORFOLK SOUTHN CORP | 1,328 | $339.9M | 0.02% | |
| 176 | MCOMOODYS CORP | 657 | $329.5M | 0.02% | |
| 177 | TAT&T INC | 11,277 | $326.4M | 0.02% | |
| 178 | IJRISHARES TR | 2,983 | $326.0M | 0.02% | |
| 179 | LINLINDE PLC | 688 | $322.8M | 0.02% | |
| 180 | EWJISHARES INC | 4,292 | $321.8M | 0.02% | |
| 181 | SESEA LTD | 1,982 | $317.0M | 0.02% | |
| 182 | ERICTELEFONAKTIEBOLAGET LM ERICS | 35,673 | $302.5M | 0.02% | |
| 183 | IVEISHARES TR | 1,537 | $300.4M | 0.02% | |
| 184 | VTVVANGUARD INDEX FDS | 1,690 | $298.7M | 0.02% | |
| 185 | BACVERIZON COMMUNICATIONS INC | 6,798 | $294.1M | 0.02% | |
| 186 | MCDMCDONALDS CORP | 997 | $291.3M | 0.02% | |
| 187 | BCPCBALCHEM CORP | 1,781 | $283.5M | 0.02% | |
| 188 | CDNSCADENCE DESIGN SYSTEM INC | 916 | $282.3M | 0.02% | |
| 189 | MMM3M CO | 1,848 | $281.3M | 0.02% | |
| 190 | DC4DEXCOM INC | 3,219 | $281.0M | 0.02% | |
| 191 | MSCIMSCI INC | 487 | $280.9M | 0.02% | |
| 192 | DDDUPONT DE NEMOURS INC | 3,976 | $272.7M | 0.02% | |
| 193 | OLLIOLLIES BARGAIN OUTLET HLDGS | 1,977 | $260.5M | 0.02% | |
| 194 | MINTPIMCO ETF TR | 2,565 | $257.9M | 0.02% | |
| 195 | TELTE CONNECTIVITY PLC | 1,517 | $255.9M | 0.02% | |
| 196 | USFRWISDOMTREE TR | 5,015 | $252.3M | 0.02% | |
| 197 | CTVACORTEVA INC | 3,354 | $250.0M | 0.02% | |
| 198 | LRCXLAM RESEARCH CORP | 2,551 | $248.3M | 0.02% | |
| 199 | MPLXMPLX LP | 4,796 | $247.0M | 0.02% | |
| 200 | CMECME GROUP INC | 896 | $247.0M | 0.02% |