LEIGH BALDWIN & CO., LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$152.1B

Holdings

181

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (181 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
45,168$7.1B4.69%
2
IWFISHARES TR
14,673$6.2B4.10%
3
DGROISHARES TR
78,568$5.0B3.30%
4
VEEVVEEVA SYS INC
15,554$4.5B2.95%
5
AAPLAPPLE INC
21,252$4.4B2.87%
6
CGGRCAPITAL GROUP GROWTH ETF
102,065$4.1B2.73%
7
CGCPCAPITAL GRP FIXED INCM ETF T
169,911$3.8B2.51%
8
AMZNAMAZON COM INC
17,149$3.8B2.47%
9
RDVYFIRST TR EXCHANGE TRADED FD
57,329$3.6B2.37%
10
MSFTMICROSOFT CORP
7,213$3.6B2.36%
11
FBNDFIDELITY MERRIMACK STR TR
69,345$3.2B2.09%
12
DYNFBLACKROCK ETF TRUST
53,633$2.9B1.92%
13
SPYSPDR S&P 500 ETF TR
4,559$2.8B1.85%
14
AQLTISHARES TR
28,971$2.4B1.59%
15
GOOGALPHABET INC
13,216$2.3B1.54%
16
FDECFIRST TR EXCHNG TRADED FD VI
46,818$2.2B1.44%
17
BINCBLACKROCK ETF TRUST II
37,955$2.0B1.32%
18
FENIFIDELITY COVINGTON TRUST
56,134$1.9B1.23%
19
MRKMERCK &CO INC
21,381$1.7B1.11%
20
PFEPFIZER INC
65,400$1.6B1.04%
21
ITA*ISHARES TR
8,215$1.5B1.02%
22
PNCPNC FINL SVCS GROUP INC
8,212$1.5B1.01%
23
GQ9SPDR GOLD TR
4,998$1.5B1.00%
24
WMTWALMART INC
14,668$1.4B0.94%
25
TSLATESLA INC
4,438$1.4B0.93%
26
IVVISHARES TR
2,039$1.3B0.83%
27
AVGOBROADCOM INC
4,371$1.2B0.79%
28
IEFISHARES TR
12,205$1.2B0.77%
29
WMWASTE MGMT INC DEL
5,040$1.2B0.76%
30
SPYMSPDR SERIES TRUST
15,797$1.1B0.76%
31
BRK/BBERKSHIRE HATHAWAY INC DEL
2,247$1.1B0.72%
32
KORPAMERICAN CENTY ETF TR
22,555$1.1B0.70%
33
RSPINVESCO EXCHANGE TRADED FD T
5,823$1.1B0.70%
34
PMAYINNOVATOR ETFS TRUST
27,900$1.1B0.69%
35
CGBLCAPITAL GROUP CORE BALANCED
30,925$1.0B0.68%
36
COSTCOSTCO WHSL CORP NEW
1,036$1.0B0.67%
37
BACBANK AMERICA CORP
20,934$990.6M0.65%
38
SHYISHARES TR
11,647$965.1M0.63%
39
LMTLOCKHEED MARTIN CORP
2,009$930.5M0.61%
40
NNYNUVEEN N Y MUN VALUE FD
112,467$912.1M0.60%
41
GOOGLALPHABET INC
5,172$911.4M0.60%
42
JNJJOHNSON &JOHNSON
5,869$896.5M0.59%
43
EFAISHARES TR
9,969$891.1M0.59%
44
PQ3PROVIDENT FINL SVCS INC
50,349$882.6M0.58%
45
AVEMAMERICAN CENTY ETF TR
12,756$874.3M0.57%
46
NRANRG ENERGY INC
5,348$858.8M0.56%
47
LLYELI LILLY &CO
1,079$841.3M0.55%
48
KNGFIRST TR EXCHANGE-TRADED FD
16,952$832.3M0.55%
49
METAMETA PLATFORMS INC
1,122$828.1M0.54%
50
XOMEXXON MOBIL CORP
7,642$823.8M0.54%
51
CGDGCAPITAL GROUP DIVIDEND VALUE
20,346$803.4M0.53%
52
JPMJPMORGAN CHASE &CO.
2,752$797.7M0.52%
53
SPYGSPDR SERIES TRUST
8,229$784.4M0.52%
54
NBTBNBT BANCORP INC
18,734$778.4M0.51%
55
GLWCORNING INC
14,508$763.0M0.50%
56
HDHOME DEPOT INC
2,071$759.3M0.50%
57
ETNEATON CORP PLC
2,117$755.6M0.50%
58
BUFRFIRST TR EXCHNG TRADED FD VI
23,419$744.7M0.49%
59
FTECFIDELITY COVINGTON TRUST
3,734$736.4M0.48%
60
DEDEERE &CO
1,368$695.5M0.46%
61
UBERUBER TECHNOLOGIES INC
7,422$692.5M0.46%
62
IBMINTERNATIONAL BUSINESS MACHS
2,285$673.6M0.44%
63
VOOVANGUARD INDEX FDS
1,180$670.2M0.44%
64
GBTCGRAYSCALE BITCOIN TRUST ETF
7,870$667.6M0.44%
65
CVSCVS HEALTH CORP
9,653$665.9M0.44%
66
DOCUDOCUSIGN INC
5,196$606.2M0.40%
67
PANWPALO ALTO NETWORKS INC
2,901$593.7M0.39%
68
QTUMETF SER SOLUTIONS
6,433$590.6M0.39%
69
HONHONEYWELL INTL INC
2,479$577.3M0.38%
70
VVISA INC
1,620$575.1M0.38%
71
FOCTFIRST TR EXCHNG TRADED FD VI
12,765$571.5M0.38%
72
RWKINVESCO EXCH TRADED FD TR II
4,855$567.5M0.37%
73
PAYXPAYCHEX INC
3,750$545.5M0.36%
74
RFDAALPS ETF TR
9,318$540.6M0.36%
75
CEGCONSTELLATION ENERGY CORP
1,628$525.4M0.35%
76
GSLCGOLDMAN SACHS ETF TR
4,304$522.4M0.34%
77
PNOVINNOVATOR ETFS TRUST
13,200$521.7M0.34%
78
PLTRPALANTIR TECHNOLOGIES INC
3,805$518.7M0.34%
79
GILDGILEAD SCIENCES INC
4,663$517.0M0.34%
80
SLYGSPDR SERIES TRUST
5,820$516.5M0.34%
81
URIUNITED RENTALS INC
667$502.5M0.33%
82
GABGABELLI EQUITY TR INC
86,084$501.0M0.33%
83
XSVMINVESCO EXCHANGE TRADED FD T
8,986$467.2M0.31%
84
RTXRTX CORPORATION
3,145$459.3M0.30%
85
SFMSPROUTS FMRS MKT INC
2,786$458.7M0.30%
86
BACVERIZON COMMUNICATIONS INC
10,465$452.8M0.30%
87
NXJNUVEEN NEW JERSEY QULT MUN F
38,083$432.2M0.28%
88
TRVCCITIGROUP INC
5,026$427.9M0.28%
89
BMYBRISTOL-MYERS SQUIBB CO
9,176$424.7M0.28%
90
NDQINVESCO QQQ TR
767$423.4M0.28%
91
CLCOLGATE PALMOLIVE CO
4,656$423.3M0.28%
92
PAPRINNOVATOR ETFS TRUST
11,300$421.4M0.28%
93
PJUNINNOVATOR ETFS TRUST
10,525$418.5M0.28%
94
MCKMCKESSON CORP
563$412.6M0.27%
95
AIQGLOBAL X FDS
9,401$410.7M0.27%
96
CVXCHEVRON CORP NEW
2,801$401.1M0.26%
97
FFEBFIRST TR EXCHNG TRADED FD VI
7,585$397.5M0.26%
98
SMHVANECK ETF TRUST
1,413$394.1M0.26%
99
JEPIJ P MORGAN EXCHANGE TRADED F
6,901$392.3M0.26%
100
CATCATERPILLAR INC
1,005$390.3M0.26%
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