BALDWIN WEALTH PARTNERS LLC/MA Q3 2022 Filing

Filed October 14, 2022

Portfolio Value

$723.3B

Holdings

674

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (674 positions)

#StockSharesValue% PortfolioType
101
COPCONOCOPHILLIPS
4,524$463.0M0.06%
102
ABTABBOTT LABS
4,743$459.0M0.06%
103
AMTAMERICAN TOWER CORP NEW
2,129$457.0M0.06%
104
FISVFISERV INC
4,712$441.0M0.06%
105
4I1PHILIP MORRIS INTL INC
5,271$438.0M0.06%
106
LOWLOWES COS INC
2,262$425.0M0.06%
107
GLPGLOBAL PARTNERS LP
17,000$421.0M0.06%
108
PACWUSDPACWEST BANCORP DEL
18,418$416.0M0.06%
109
SUNSUNOCO LP/SUNOCO FIN CORP
10,500$409.0M0.06%
110
VBRVANGUARD INDEX FDS
2,850$409.0M0.06%
111
VISVANGUARD WORLD FDS
2,583$407.0M0.06%
112
BRK-BBERKSHIRE HATHAWAY INC DEL
1$407.0M0.06%
113
EEMXSPDR INDEX SHS FDS
7,656$406.0M0.06%
114
CGCARLYLE GROUP INC
15,720$406.0M0.06%
115
NVDANVIDIA CORPORATION
3,320$403.0M0.06%
116
HLIOHELIOS TECHNOLOGIES INC
7,926$401.0M0.06%
117
XLYSELECT SECTOR SPDR TR
2,770$395.0M0.05%
118
NDQINVESCO QQQ TR
1,470$393.0M0.05%
119
APDAIR PRODS & CHEMS INC
1,684$392.0M0.05%
120
RTXRAYTHEON TECHNOLOGIES CORP
4,708$386.0M0.05%
121
IJRISHARES TR
4,399$384.0M0.05%
122
MOALTRIA GROUP INC
9,100$368.0M0.05%
123
PGRPROGRESSIVE CORP
3,168$368.0M0.05%
124
CTLTEURCATALENT INC
5,072$367.0M0.05%
125
IWPISHARES TR
4,659$365.0M0.05%
126
IWRISHARES TR
5,807$361.0M0.05%
127
MCDMCDONALDS CORP
1,508$348.0M0.05%
128
ORCLORACLE CORP
5,615$343.0M0.05%
129
XAIRBEYOND AIR INC
45,500$339.0M0.05%
130
WESWESTERN MIDSTREAM PARTNERS L
13,388$337.0M0.05%
131
CLXCLOROX CO DEL
2,605$335.0M0.05%
132
AVGOBROADCOM INC
738$328.0M0.05%
133
IWMISHARES TR
1,982$327.0M0.05%
134
AMGNAMGEN INC
1,440$325.0M0.04%
135
MPLXMPLX LP
10,796$324.0M0.04%
136
TTTRANE TECHNOLOGIES PLC
2,205$319.0M0.04%
137
CRMSALESFORCE INC
2,222$319.0M0.04%
138
SNPSSYNOPSYS INC
1,040$318.0M0.04%
139
HASIHANNON ARMSTRONG SUST INFR C
10,452$313.0M0.04%
140
TTDTHE TRADE DESK INC
5,090$304.0M0.04%
141
CITCINTAS CORP
780$303.0M0.04%
142
TSMTAIWAN SEMICONDUCTOR MFG LTD
4,365$299.0M0.04%
143
HRHEALTHCARE RLTY TR
14,100$294.0M0.04%
144
IVEISHARES TR
2,256$290.0M0.04%
145
LLYLILLY ELI & CO
893$289.0M0.04%
146
PAAPLAINS ALL AMERN PIPELINE L
27,359$288.0M0.04%
147
AMDADVANCED MICRO DEVICES INC
4,512$286.0M0.04%
148
INTCINTEL CORP
11,051$285.0M0.04%
149
BABAALIBABA GROUP HLDG LTD
3,433$275.0M0.04%
150
TROWPRICE T ROWE GROUP INC
2,595$273.0M0.04%
151
NVONOVO-NORDISK A S
2,719$271.0M0.04%
152
MCXMCCORMICK & CO INC
3,743$267.0M0.04%
153
DEDEERE & CO
735$245.0M0.03%
154
REGNREGENERON PHARMACEUTICALS
354$244.0M0.03%
155
IWFISHARES TR
1,144$241.0M0.03%
156
SYU1SYNOVUS FINL CORP
6,171$232.0M0.03%
157
FASTFASTENAL CO
5,000$230.0M0.03%
158
NFLXNETFLIX INC
975$230.0M0.03%
159
IRTINDEPENDENCE RLTY TR INC
13,726$230.0M0.03%
160
ZSZSCALER INC
1,400$230.0M0.03%
161
ADPAUTOMATIC DATA PROCESSING IN
980$222.0M0.03%
162
BMYBRISTOL-MYERS SQUIBB CO
3,088$220.0M0.03%
163
DC4DEXCOM INC
2,724$219.0M0.03%
164
PSFCOHEN & STEERS SELECT PFD &
12,000$216.0M0.03%
165
TMUST-MOBILE US INC
1,600$215.0M0.03%
166
ULUNILEVER PLC
4,850$213.0M0.03%
167
NXPINXP SEMICONDUCTORS N V
1,421$210.0M0.03%
168
TJXTJX COS INC NEW
3,295$205.0M0.03%
169
UNFIUNITED NAT FOODS INC
5,937$204.0M0.03%
170
HDBHDFC BANK LTD
3,465$202.0M0.03%
171
CRWDCROWDSTRIKE HLDGS INC
1,200$198.0M0.03%
172
MCOMOODYS CORP
815$198.0M0.03%
173
SWKSTANLEY BLACK & DECKER INC
2,610$196.0M0.03%
174
NSCNORFOLK SOUTHN CORP
920$192.0M0.03%
175
NOWSERVICENOW INC
500$189.0M0.03%
176
LDOSLEIDOS HOLDINGS INC
2,125$186.0M0.03%
177
TEAMATLASSIAN CORP PLC
860$182.0M0.03%
178
UBERUBER TECHNOLOGIES INC
6,737$179.0M0.02%
179
PWRQUANTA SVCS INC
1,400$178.0M0.02%
180
IJSISHARES TR
2,145$177.0M0.02%
181
PANWPALO ALTO NETWORKS INC
1,047$172.0M0.02%
182
CARAEURCARA THERAPEUTICS INC
18,327$172.0M0.02%
183
INGING GROEP N.V.
19,641$167.0M0.02%
184
TELTE CONNECTIVITY LTD
1,495$165.0M0.02%
185
HUBSHUBSPOT INC
610$165.0M0.02%
186
SQMSOCIEDAD QUIMICA Y MINERA DE
1,798$163.0M0.02%
187
MDBMONGODB INC
815$162.0M0.02%
188
PXFINVESCO EXCH TRADED FD TR II
4,600$161.0M0.02%
189
IXORIX CORP
2,274$161.0M0.02%
190
STZCONSTELLATION BRANDS INC
695$160.0M0.02%
191
ASMLASML HOLDING N V
385$160.0M0.02%
192
QUALISHARES TR
1,531$159.0M0.02%
193
SIVBEURSVB FINANCIAL GROUP
475$159.0M0.02%
194
ITUBITAU UNIBANCO HLDG S A
30,460$157.0M0.02%
195
JETSETF SER SOLUTIONS
10,366$156.0M0.02%
196
HIMSHIMS & HERS HEALTH INC
27,605$154.0M0.02%
197
SHOPSHOPIFY INC
5,715$154.0M0.02%
198
IWDISHARES TR
1,107$151.0M0.02%
199
PDTHANCOCK JOHN PREM DIVID FD
11,180$151.0M0.02%
200
CP.TOCANADIAN PAC RY LTD
2,247$150.0M0.02%
PreviousPage 2 of 7Next