BALDWIN WEALTH PARTNERS LLC/MA Q4 2024 Filing
Filed January 22, 2025
Portfolio Value
$1.4T
Holdings
238
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (238 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | EPSWISDOMTREE TR | 4,261 | $260.7M | 0.02% | |
| 202 | GEGE AEROSPACE | 1,543 | $257.4M | 0.02% | |
| 203 | DC4DEXCOM INC | 3,289 | $255.8M | 0.02% | |
| 204 | PSXPHILLIPS 66 | 2,223 | $253.3M | 0.02% | |
| 205 | USFRWISDOMTREE TR | 5,015 | $252.4M | 0.02% | |
| 206 | DTDWISDOMTREE TR | 3,300 | $250.3M | 0.02% | |
| 207 | NTSXWISDOMTREE TR | 5,287 | $246.8M | 0.02% | |
| 208 | CRTOCRITEO S A | 6,117 | $242.0M | 0.02% | |
| 209 | IBBISHARES TR | 1,790 | $236.7M | 0.02% | |
| 210 | LRCXLAM RESEARCH CORP | 3,232 | $233.4M | 0.02% | |
| 211 | LINLINDE PLC | 556 | $232.8M | 0.02% | |
| 212 | HIMSHIMS & HERS HEALTH INC | 9,557 | $231.1M | 0.02% | |
| 213 | MPLXMPLX LP | 4,796 | $229.5M | 0.02% | |
| 214 | SLVISHARES SILVER TR | 8,650 | $227.8M | 0.02% | |
| 215 | SBUXSTARBUCKS CORP | 2,487 | $226.9M | 0.02% | |
| 216 | TAT&T INC | 9,788 | $222.9M | 0.02% | |
| 217 | IWRISHARES TR | 2,512 | $222.1M | 0.02% | |
| 218 | KTKT CORP | 14,305 | $222.0M | 0.02% | |
| 219 | UNFIUNITED NAT FOODS INC | 8,066 | $220.3M | 0.02% | |
| 220 | ZSZSCALER INC | 1,200 | $216.5M | 0.01% | |
| 221 | RYANRYAN SPECIALTY HOLDINGS INC | 3,362 | $215.7M | 0.01% | |
| 222 | GDGENERAL DYNAMICS CORP | 818 | $215.5M | 0.01% | |
| 223 | DFSEURDISCOVER FINL SVCS | 1,237 | $214.3M | 0.01% | |
| 224 | TELTE CONNECTIVITY PLC | 1,495 | $213.7M | 0.01% | |
| 225 | IWFISHARES TR | 530 | $212.8M | 0.01% | |
| 226 | EMBDGLOBAL X FDS | 9,384 | $211.8M | 0.01% | |
| 227 | VTVANGUARD INTL EQUITY INDEX F | 1,797 | $211.1M | 0.01% | |
| 228 | CLCOLGATE PALMOLIVE CO | 2,317 | $210.6M | 0.01% | |
| 229 | SNASNAP ON INC | 614 | $208.4M | 0.01% | |
| 230 | CMECME GROUP INC | 896 | $208.1M | 0.01% | |
| 231 | HRHEALTHCARE RLTY TR | 12,100 | $205.1M | 0.01% | |
| 232 | WSOWATSCO INC | 431 | $204.2M | 0.01% | |
| 233 | CIMCHIMERA INVT CORP | 11,744 | $164.4M | 0.01% | |
| 234 | SLVPISHARES INC | 10,610 | $122.4M | 0.01% | |
| 235 | —ARCADIUM LITHIUM PLC | 23,672 | $121.4M | 0.01% | |
| 236 | XAIRBEYOND AIR INC | 308,000 | $110.4M | 0.01% | |
| 237 | OLAORLA MNG LTD NEW | 14,000 | $77.5M | 0.01% | |
| 238 | GRABGRAB HOLDINGS LIMITED | 14,254 | $67.3M | 0.00% |
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