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 |
|---|---|---|---|---|---|
| 201 | LOWLOWES COS INC | 1,083 | $240.3M | 0.02% | |
| 202 | GDGENERAL DYNAMICS CORP | 818 | $238.6M | 0.02% | |
| 203 | IWFISHARES TR | 530 | $225.0M | 0.02% | |
| 204 | CIBRFIRST TR EXCHANGE TRADED FD | 2,977 | $225.0M | 0.02% | |
| 205 | IWRISHARES TR | 2,396 | $220.4M | 0.01% | |
| 206 | NWGNATWEST GROUP PLC | 15,516 | $219.6M | 0.01% | |
| 207 | GEVGE VERNOVA INC | 410 | $217.0M | 0.01% | |
| 208 | GSGOLDMAN SACHS GROUP INC | 305 | $215.9M | 0.01% | |
| 209 | USBUS BANCORP DEL | 4,661 | $210.9M | 0.01% | |
| 210 | IBBISHARES TR | 1,665 | $210.6M | 0.01% | |
| 211 | TMUST-MOBILE US INC | 876 | $208.7M | 0.01% | |
| 212 | FXIISHARES TR | 5,500 | $202.2M | 0.01% | |
| 213 | HRHEALTHCARE RLTY TR | 12,100 | $191.9M | 0.01% | |
| 214 | SLVPISHARES INC | 10,610 | $189.0M | 0.01% | |
| 215 | OLAORLA MNG LTD NEW | 15,600 | $156.4M | 0.01% | |
| 216 | LYGLLOYDS BANKING GROUP PLC | 22,191 | $94.3M | 0.01% | |
| 217 | GRABGRAB HOLDINGS LIMITED | 13,159 | $66.2M | 0.00% | |
| 218 | XAIRBEYOND AIR INC | 308,000 | $53.1M | 0.00% |
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