BALDWIN WEALTH PARTNERS LLC/MA Q4 2023 Filing

Filed January 8, 2024

Portfolio Value

$1.3T

Holdings

725

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (725 positions)

StockValue
BOTZGLOBAL X FDS
$40.6M
FDSFACTSET RESH SYS INC
$40.5M
NSUSDNUSTAR ENERGY LP
$40.2M
ABNBAIRBNB INC
$40.0M
CBCHUBB LIMITED
$39.5M
ILMNILLUMINA INC
$39.4M
SCHXSCHWAB STRATEGIC TR
$39.4M
SLYGSPDR SER TR
$39.3M
VCRVANGUARD WORLD FDS
$39.3M
VNQVANGUARD INDEX FDS
$39.2M
MCNMADISON COVERED CALL & EQUIT
$37.6M
AQLTISHARES TR
$37.6M
MGNIMAGNITE INC
$37.4M
VRSNVERISIGN INC
$37.3M
NRIMNORTHRIM BANCORP INC
$37.2M
FLBRFRANKLIN TEMPLETON ETF TR
$37.2M
WBAWALGREENS BOOTS ALLIANCE INC
$36.9M
DSIISHARES TR
$36.4M
NTRSNORTHERN TR CORP
$36.3M
THQABRDN HEALTHCARE OPPORTUNITI
$36.2M
LTHM1EURLIVENT CORP
$36.0M
VBKVANGUARD INDEX FDS
$35.3M
SHOPSHOPIFY INC
$34.8M
KEYKEYCORP
$34.8M
EXASEXACT SCIENCES CORP
$34.8M
BSXBOSTON SCIENTIFIC CORP
$34.7M
FNXFIRST TR MID CAP CORE ALPHAD
$34.5M
EXPDEXPEDITORS INTL WASH INC
$34.3M
FMATFIDELITY COVINGTON TRUST
$34.1M
MAAMID-AMER APT CMNTYS INC
$33.6M
VYMVANGUARD WHITEHALL FDS
$33.5M
MLPAGLOBAL X FDS
$33.2M
NOCNORTHROP GRUMMAN CORP
$32.8M
VLYVALLEY NATL BANCORP
$32.6M
AGGISHARES TR
$32.3M
LMTLOCKHEED MARTIN CORP
$31.7M
FBTFIRST TR EXCHANGE-TRADED FD
$31.6M
GOLFACUSHNET HLDGS CORP
$31.6M
ULUNILEVER PLC
$31.5M
BABINVESCO EXCH TRADED FD TR II
$31.2M
ROBOEXCHANGE TRADED CONCEPTS TR
$30.8M
JCPBJ P MORGAN EXCHANGE TRADED F
$30.6M
WOLF*WOLFSPEED INC
$30.5M
GGGGRACO INC
$30.4M
RYROYAL BK CDA
$30.3M
CMGCHIPOTLE MEXICAN GRILL INC
$29.7M
UTHUNITED THERAPEUTICS CORP DEL
$29.7M
FQIDIGITAL RLTY TR INC
$29.6M
FTVFORTIVE CORP
$29.5M
TAKTAKEDA PHARMACEUTICAL CO LTD
$29.0M
AXPAMERICAN EXPRESS CO
$29.0M
VUGVANGUARD INDEX FDS
$28.9M
VHTVANGUARD WORLD FDS
$28.8M
ZZILLOW GROUP INC
$28.8M
GEHCGE HEALTHCARE TECHNOLOGIES I
$28.7M
DYHTARGET CORP
$28.5M
EFGISHARES TR
$28.1M
FDNFIRST TR EXCHANGE-TRADED FD
$28.0M
FLTRVANECK ETF TRUST
$27.7M
RACEFERRARI N V
$27.4M
LHXL3HARRIS TECHNOLOGIES INC
$27.4M
MDYGSPDR SER TR
$27.2M
ICLNISHARES TR
$27.2M
GLOCLOUGH GLOBAL OPPORTUNITIES
$27.0M
SOFISOFI TECHNOLOGIES INC
$26.9M
PHYS/USPROTT PHYSICAL GOLD TR
$26.8M
CVGWCALAVO GROWERS INC
$26.5M
CRLCHARLES RIV LABS INTL INC
$26.2M
BSVVANGUARD BD INDEX FDS
$26.1M
ICLRICON PLC
$26.0M
WLYWILEY JOHN & SONS INC
$25.4M
SWSSMITH & WESSON BRANDS INC
$25.1M
LBRDKLIBERTY BROADBAND CORP
$24.9M
EARNELLINGTON RESIDENTIAL MTG RE
$24.5M
XLFSELECT SECTOR SPDR TR
$24.4M
ADSKAUTODESK INC
$24.3M
BENFRANKLIN RESOURCES INC
$24.3M
OXYOCCIDENTAL PETE CORP
$23.9M
FCORFIDELITY MERRIMACK STR TR
$23.5M
ASMLASML HOLDING N V
$23.5M
HACKUSDETF MANAGERS TR
$23.4M
QUSSPDR SER TR
$23.3M
TXNTEXAS INSTRS INC
$23.2M
LM0CLIBERTY MEDIA CORP DEL
$23.0M
XYZBLOCK INC
$22.8M
XRAYDENTSPLY SIRONA INC
$22.6M
FTCSFIRST TR EXCHANGE-TRADED FD
$22.6M
8CWCROWN CASTLE INC
$22.5M
VEUVANGUARD INTL EQUITY INDEX F
$22.5M
FCOMFIDELITY COVINGTON TRUST
$22.3M
GMREUSDGLOBAL MED REIT INC
$22.2M
ISRGINTUITIVE SURGICAL INC
$21.3M
GSGOLDMAN SACHS GROUP INC
$21.2M
TXRHTEXAS ROADHOUSE INC
$20.8M
RBLXROBLOX CORP
$20.6M
DEUSDBX ETF TR
$20.2M
ALCALCON AG
$19.5M
LINLINDE PLC
$19.3M
VTRSVIATRIS INC
$19.3M
PEGPUBLIC SVC ENTERPRISE GRP IN
$19.2M
PreviousPage 5 of 8Next