Baldwin Brothers
Latest statistics and disclosures from Baldwin Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, AAPL, NVDA, MSFT, JBND, and represent 29.40% of Baldwin Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: INTU (+$12M), NVDA (+$7.3M), GBIL, GLD, JBND, AKRE, TIP, LINE, NU, TTAN.
- Started 19 new stock positions in VTEB, MS, EEMX, GDXJ, CSCO, WTM, AEM, REMX, CMI, EEM. IJH, TTAN, LINE, SUB, AKRE, NU, CIBR, SILJ, ETN.
- Reduced shares in these 10 stocks: ADBE (-$13M), , KLAC (-$8.0M), PTC, AAPL, GOOGL, COO, FI, VEEV, PEP.
- Sold out of its positions in BCPC, Beyond Air, COO, DXCM, DD, IWR, MSCI, NTES, TMUS, ESGV. ZTS.
- Baldwin Wealth Partners was a net seller of stock by $-6.4M.
- Baldwin Wealth Partners has $1.6B in assets under management (AUM), dropping by 1.86%.
- Central Index Key (CIK): 0001021258
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Portfolio Holdings for Baldwin Wealth Partners
Baldwin Wealth Partners holds 242 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 6.9 | $108M | 346k | 313.00 |
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| Apple (AAPL) | 6.6 | $103M | -2% | 378k | 271.86 |
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| NVIDIA Corporation (NVDA) | 5.7 | $89M | +8% | 477k | 186.50 |
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| Microsoft Corporation (MSFT) | 5.2 | $81M | 167k | 483.62 |
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| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 5.0 | $79M | +3% | 1.5M | 54.07 |
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| Amazon (AMZN) | 5.0 | $78M | 337k | 230.82 |
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| Ishares Tr Tips Bd Etf (TIP) | 3.2 | $51M | +3% | 460k | 109.91 |
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| Visa Com Cl A (V) | 2.7 | $42M | 120k | 350.71 |
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| Kla Corp Com New (KLAC) | 2.4 | $37M | -17% | 31k | 1215.09 |
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| Blackstone Group Inc Com Cl A (BX) | 2.3 | $36M | 233k | 154.14 |
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| Costco Wholesale Corporation (COST) | 2.1 | $32M | 37k | 862.35 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.0 | $32M | +11% | 80k | 396.31 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $31M | +3% | 96k | 322.22 |
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| United Rentals (URI) | 1.9 | $29M | 36k | 809.32 |
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| Waste Management (WM) | 1.9 | $29M | 132k | 219.71 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 1.8 | $28M | 455k | 61.13 |
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| International Business Machines (IBM) | 1.6 | $25M | 84k | 296.21 |
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| Ishares Gold Tr Ishares New (IAU) | 1.5 | $24M | 294k | 81.17 |
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| Nextera Energy (NEE) | 1.5 | $23M | 286k | 80.28 |
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| Arthur J. Gallagher & Co. (AJG) | 1.3 | $20M | 76k | 258.79 |
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| Analog Devices (ADI) | 1.2 | $18M | 68k | 271.20 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $18M | +5% | 57k | 313.80 |
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| Danaher Corporation (DHR) | 1.1 | $18M | 78k | 228.92 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.1 | $17M | 16k | 1069.85 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.0 | $16M | 27k | 605.01 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $16M | -3% | 60k | 268.30 |
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| Garmin SHS (GRMN) | 1.0 | $16M | -2% | 79k | 202.85 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $15M | 127k | 120.34 |
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| Union Pacific Corporation (UNP) | 1.0 | $15M | 65k | 231.32 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.0 | $15M | +7% | 249k | 59.93 |
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| Marriott Intl Cl A (MAR) | 0.9 | $15M | 48k | 310.24 |
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| Johnson & Johnson (JNJ) | 0.9 | $14M | 67k | 206.95 |
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| Intuit (INTU) | 0.8 | $13M | +2166% | 19k | 662.41 |
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| Sherwin-Williams Company (SHW) | 0.8 | $12M | +2% | 38k | 324.03 |
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| Regency Centers Corporation (REG) | 0.7 | $11M | 159k | 69.03 |
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| Chevron Corporation (CVX) | 0.7 | $11M | 71k | 152.42 |
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| S&p Global (SPGI) | 0.7 | $11M | +2% | 20k | 522.58 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $11M | -4% | 15k | 684.95 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.6 | $10M | -2% | 215k | 47.02 |
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| Quanta Services (PWR) | 0.6 | $10M | +6% | 24k | 422.06 |
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| Charles Schwab Corporation (SCHW) | 0.6 | $9.5M | -2% | 95k | 99.91 |
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| Otis Worldwide Corp (OTIS) | 0.6 | $9.5M | -5% | 108k | 87.35 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $8.9M | 18k | 502.65 |
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| Axsome Therapeutics (AXSM) | 0.6 | $8.9M | 49k | 182.64 |
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| Ptc (PTC) | 0.6 | $8.8M | -25% | 51k | 174.21 |
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| Waters Corporation (WAT) | 0.6 | $8.7M | -2% | 23k | 379.83 |
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| Bank of America Corporation (BAC) | 0.5 | $8.0M | 146k | 55.00 |
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| Enterprise Products Partners (EPD) | 0.5 | $7.8M | 243k | 32.06 |
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| Church & Dwight (CHD) | 0.5 | $7.3M | 87k | 83.85 |
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| Dover Corporation (DOV) | 0.5 | $7.1M | 37k | 195.24 |
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| AutoZone (AZO) | 0.5 | $7.1M | -7% | 2.1k | 3391.50 |
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| Illinois Tool Works (ITW) | 0.4 | $6.7M | -5% | 27k | 246.30 |
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| Procter & Gamble Company (PG) | 0.4 | $6.6M | -4% | 46k | 143.31 |
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| Veeva Sys Cl A Com (VEEV) | 0.4 | $5.5M | -14% | 25k | 223.23 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.3 | $5.3M | +332% | 53k | 99.94 |
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| Merck & Co (MRK) | 0.3 | $4.5M | -11% | 43k | 105.26 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $4.5M | -4% | 32k | 137.87 |
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| Philip Morris International (PM) | 0.3 | $4.3M | 27k | 160.40 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $4.2M | 258k | 16.49 |
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| Fiserv (FI) | 0.3 | $3.9M | -23% | 59k | 67.17 |
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| Paychex (PAYX) | 0.2 | $3.9M | 35k | 112.18 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $3.8M | -2% | 6.1k | 627.13 |
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| Pepsi (PEP) | 0.2 | $3.7M | -18% | 26k | 143.52 |
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| Meta Platforms Cl A (META) | 0.2 | $3.7M | 5.6k | 660.09 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $3.5M | 7.8k | 453.36 |
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| Cohen & Steers Slt Pfd Incm (PSF) | 0.2 | $3.4M | 169k | 20.28 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $3.3M | 16k | 211.80 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $3.3M | 35k | 94.20 |
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| EOG Resources (EOG) | 0.2 | $3.0M | -5% | 28k | 105.01 |
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| Broadcom (AVGO) | 0.2 | $3.0M | 8.6k | 346.10 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $2.9M | -81% | 8.4k | 349.99 |
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| Nuvectis Pharma (NVCT) | 0.2 | $2.9M | +11% | 390k | 7.55 |
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| Automatic Data Processing (ADP) | 0.2 | $2.7M | 11k | 257.23 |
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| Altria (MO) | 0.2 | $2.7M | -8% | 48k | 57.66 |
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| Doubleline Etf Trust Commercial Real (DCRE) | 0.2 | $2.7M | -6% | 52k | 51.90 |
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| Stryker Corporation (SYK) | 0.2 | $2.7M | 7.6k | 351.47 |
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| Coca-Cola Company (KO) | 0.2 | $2.6M | 37k | 69.91 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.5M | 2.3k | 1074.68 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.4M | -10% | 3.6k | 681.92 |
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| Targa Res Corp (TRGP) | 0.1 | $2.3M | 13k | 184.50 |
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| Uber Technologies (UBER) | 0.1 | $2.3M | +4% | 28k | 81.71 |
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| Roper Industries (ROP) | 0.1 | $2.3M | -21% | 5.1k | 445.16 |
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| Baidu Spon Adr Rep A (BIDU) | 0.1 | $2.3M | +37% | 17k | 130.66 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.1 | $2.2M | NEW | 34k | 65.51 |
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| Hci (HCI) | 0.1 | $2.2M | 11k | 191.69 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $2.1M | +46% | 25k | 85.77 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $2.0M | 18k | 116.09 |
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| Glacier Ban (GBCI) | 0.1 | $1.9M | 44k | 44.05 |
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| Apollo Global Mgmt (APO) | 0.1 | $1.9M | 13k | 144.76 |
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| Abbvie (ABBV) | 0.1 | $1.7M | -3% | 7.6k | 228.49 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.7M | +101% | 27k | 64.42 |
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| Emerson Electric (EMR) | 0.1 | $1.7M | 13k | 132.72 |
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| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $1.7M | +4% | 32k | 52.64 |
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| Blackrock (BLK) | 0.1 | $1.6M | +6% | 1.5k | 1070.34 |
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| Prologis (PLD) | 0.1 | $1.5M | -20% | 12k | 127.66 |
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| Fastenal Company (FAST) | 0.1 | $1.5M | -5% | 36k | 40.13 |
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| Lineage (LINE) | 0.1 | $1.4M | NEW | 41k | 35.00 |
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| Global X Fds Global X Silver (SIL) | 0.1 | $1.4M | +96% | 17k | 83.52 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | 2.4k | 579.34 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $1.4M | -29% | 20k | 68.11 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.4M | 5.5k | 246.16 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.3M | +25% | 21k | 62.47 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.3M | +4% | 6.0k | 214.16 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.2M | 5.5k | 219.78 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $1.2M | -29% | 23k | 50.88 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $1.1M | NEW | 66k | 16.74 |
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| Servicetitan Shs Cl A (TTAN) | 0.1 | $1.1M | NEW | 10k | 106.50 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.1M | NEW | 3.4k | 318.51 |
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| Home Depot (HD) | 0.1 | $1.1M | 3.1k | 344.10 |
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| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.1 | $1.1M | -6% | 50k | 21.17 |
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| Caterpillar (CAT) | 0.1 | $1.1M | 1.8k | 572.87 |
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| Oneok (OKE) | 0.1 | $1.0M | 14k | 73.50 |
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| Amgen (AMGN) | 0.1 | $1.0M | -2% | 3.1k | 327.31 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.0M | +10% | 19k | 53.76 |
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| Honeywell International (HON) | 0.1 | $960k | -13% | 4.9k | 195.09 |
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| ResMed (RMD) | 0.1 | $953k | -2% | 4.0k | 240.87 |
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| Hingham Institution for Savings (HIFS) | 0.1 | $936k | -2% | 3.3k | 283.96 |
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| Carlyle Group (CG) | 0.1 | $929k | 16k | 59.11 |
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| Tesla Motors (TSLA) | 0.1 | $882k | +14% | 2.0k | 449.72 |
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| Tc Energy Corp (TRP) | 0.1 | $876k | 16k | 55.02 |
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| Abbott Laboratories (ABT) | 0.1 | $870k | 6.9k | 125.29 |
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| Canadian Natl Ry (CNI) | 0.1 | $861k | 8.7k | 98.85 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $851k | +3% | 26k | 32.47 |
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| Travelers Companies (TRV) | 0.1 | $788k | 2.7k | 290.06 |
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| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $785k | -8% | 34k | 23.23 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $771k | 2.6k | 298.38 |
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| Stock Yards Ban (SYBT) | 0.0 | $765k | 12k | 64.95 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $756k | 6.6k | 114.50 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $748k | 16k | 46.37 |
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| Walt Disney Company (DIS) | 0.0 | $720k | -2% | 6.3k | 113.77 |
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| Pfizer (PFE) | 0.0 | $719k | 29k | 24.90 |
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| Global Partners Com Units (GLP) | 0.0 | $712k | 17k | 41.85 |
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| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.0 | $678k | -7% | 26k | 26.48 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $674k | 18k | 38.48 |
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| Global X Fds Global X Uranium (URA) | 0.0 | $670k | +190% | 16k | 42.73 |
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| Global X Fds Global X Copper (COPX) | 0.0 | $668k | +75% | 9.3k | 71.79 |
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| Deere & Company (DE) | 0.0 | $665k | 1.4k | 465.57 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $665k | -7% | 2.0k | 335.27 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $662k | +100% | 5.5k | 119.41 |
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| Wal-Mart Stores (WMT) | 0.0 | $651k | +2% | 5.8k | 111.41 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $645k | +99% | 3.4k | 190.99 |
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| Bwx Technologies (BWXT) | 0.0 | $640k | -21% | 3.7k | 172.84 |
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| Oracle Corporation (ORCL) | 0.0 | $633k | 3.2k | 194.91 |
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| Progressive Corporation (PGR) | 0.0 | $631k | 2.8k | 227.72 |
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| Southern Company (SO) | 0.0 | $625k | 7.2k | 87.20 |
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| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $605k | 13k | 46.29 |
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| O'reilly Automotive (ORLY) | 0.0 | $571k | 6.3k | 91.21 |
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| American Healthcare Reit Com Shs (AHR) | 0.0 | $570k | -19% | 12k | 47.06 |
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| Wells Fargo & Company (WFC) | 0.0 | $569k | 6.1k | 93.20 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $548k | 4.0k | 136.94 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $533k | 5.3k | 100.89 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $531k | 22k | 23.69 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $517k | 9.9k | 52.41 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $501k | 3.5k | 144.16 |
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| Seacoast Bkg Corp Fla Com New (SBCF) | 0.0 | $493k | 16k | 31.42 |
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| Amplify Etf Tr Amplify Junior S (SILJ) | 0.0 | $487k | NEW | 18k | 27.67 |
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| American Water Works (AWK) | 0.0 | $463k | 3.5k | 130.50 |
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| Teleflex Incorporated (TFX) | 0.0 | $452k | -29% | 3.7k | 122.04 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $451k | -4% | 6.1k | 74.07 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $450k | 3.2k | 139.16 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $437k | 2.6k | 171.18 |
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| ConocoPhillips (COP) | 0.0 | $435k | +6% | 4.6k | 93.61 |
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| Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) | 0.0 | $428k | NEW | 10k | 42.64 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $427k | NEW | 3.8k | 113.78 |
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| Air Products & Chemicals (APD) | 0.0 | $423k | 1.7k | 247.02 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $423k | -3% | 741.00 | 570.88 |
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| Mettler-Toledo International (MTD) | 0.0 | $416k | 298.00 | 1394.19 |
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| TJX Companies (TJX) | 0.0 | $414k | 2.7k | 153.61 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $406k | +3% | 661.00 | 614.31 |
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| Qualcomm (QCOM) | 0.0 | $404k | 2.4k | 171.05 |
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| Paypal Holdings (PYPL) | 0.0 | $400k | -2% | 6.9k | 58.38 |
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| Orla Mining LTD New F (ORLA) | 0.0 | $400k | +90% | 30k | 13.47 |
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| Vaneck Etf Trust Rare Earth And S (REMX) | 0.0 | $397k | NEW | 5.4k | 73.92 |
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| Norfolk Southern (NSC) | 0.0 | $392k | +4% | 1.4k | 288.72 |
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| American Tower Reit (AMT) | 0.0 | $385k | +3% | 2.2k | 175.57 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $385k | 21k | 17.96 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $380k | 41k | 9.28 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $379k | +45% | 8.5k | 44.71 |
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| Ge Aerospace Com New (GE) | 0.0 | $374k | -7% | 1.2k | 308.14 |
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| Edwards Lifesciences (EW) | 0.0 | $371k | -14% | 4.4k | 85.25 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $369k | +6% | 1.6k | 227.51 |
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| Ishares Msci Glb Slv&mtl (SLVP) | 0.0 | $364k | 11k | 34.27 |
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| Ishares Msci Japan Etf (EWJ) | 0.0 | $347k | 4.3k | 80.74 |
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| At&t (T) | 0.0 | $340k | -10% | 14k | 24.84 |
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| Trane Technologies SHS (TT) | 0.0 | $337k | 866.00 | 389.20 |
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| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $337k | 35k | 9.65 |
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| Moody's Corporation (MCO) | 0.0 | $336k | 657.00 | 510.85 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $335k | 1.8k | 185.56 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $331k | -2% | 570.00 | 580.71 |
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| Fortune Brands (FBIN) | 0.0 | $331k | 6.6k | 50.02 |
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| UnitedHealth (UNH) | 0.0 | $330k | -30% | 998.00 | 330.11 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $329k | -6% | 2.7k | 120.18 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $329k | +10% | 1.8k | 177.75 |
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| Kinder Morgan (KMI) | 0.0 | $323k | +4% | 12k | 27.49 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $322k | +39% | 1.8k | 183.40 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $309k | -5% | 1.5k | 212.07 |
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| Spdr Series Trust State Street Spd (XME) | 0.0 | $306k | 3.0k | 103.61 |
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| Verizon Communications (VZ) | 0.0 | $305k | 7.5k | 40.73 |
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| McDonald's Corporation (MCD) | 0.0 | $304k | 995.00 | 305.63 |
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| Linde SHS (LIN) | 0.0 | $303k | +3% | 711.00 | 426.40 |
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| Kinsale Cap Group (KNSL) | 0.0 | $297k | 760.00 | 391.12 |
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| Sap Se Spon Adr (SAP) | 0.0 | $296k | 1.2k | 242.91 |
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| 3M Company (MMM) | 0.0 | $296k | 1.8k | 160.10 |
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| FedEx Corporation (FDX) | 0.0 | $289k | 1.0k | 288.86 |
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| Cadence Design Systems (CDNS) | 0.0 | $286k | 916.00 | 312.58 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $283k | NEW | 5.2k | 54.71 |
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| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $282k | 2.8k | 101.40 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $282k | -33% | 11k | 26.23 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $282k | NEW | 2.6k | 106.70 |
|
| General Dynamics Corporation (GD) | 0.0 | $275k | 818.00 | 336.66 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $275k | NEW | 5.5k | 50.29 |
|
| Morgan Stanley Com New (MS) | 0.0 | $272k | NEW | 1.5k | 177.53 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $272k | 16k | 17.50 |
|
|
| Netflix (NFLX) | 0.0 | $264k | +388% | 2.8k | 93.76 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $259k | NEW | 3.6k | 71.45 |
|
| Goldman Sachs (GS) | 0.0 | $258k | 294.00 | 879.00 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $256k | 4.8k | 53.37 |
|
|
| Agnico (AEM) | 0.0 | $254k | NEW | 1.5k | 169.53 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $252k | 5.0k | 50.32 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $251k | 530.00 | 473.30 |
|
|
| Sea Sponsord Ads (SE) | 0.0 | $251k | 2.0k | 127.57 |
|
|
| Spdr Series Trust State Street Spd (XBI) | 0.0 | $250k | 2.1k | 121.93 |
|
|
| Cisco Systems (CSCO) | 0.0 | $248k | NEW | 3.2k | 77.03 |
|
| Ge Vernova (GEV) | 0.0 | $247k | +6% | 378.00 | 653.57 |
|
| Lowe's Companies (LOW) | 0.0 | $238k | 988.00 | 241.16 |
|
|
| Corteva (CTVA) | 0.0 | $235k | +7% | 3.5k | 67.03 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $235k | 347.00 | 676.53 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $234k | -7% | 1.4k | 168.77 |
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $234k | +8% | 6.1k | 38.29 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $233k | 4.4k | 53.36 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $227k | -4% | 2.3k | 100.34 |
|
| Cummins (CMI) | 0.0 | $224k | NEW | 439.00 | 510.45 |
|
| Cme (CME) | 0.0 | $222k | 811.00 | 273.08 |
|
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $217k | 2.0k | 109.61 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $211k | NEW | 3.2k | 66.00 |
|
| White Mountains Insurance Gp (WTM) | 0.0 | $208k | NEW | 100.00 | 2078.03 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $208k | 1.0k | 198.62 |
|
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $205k | 12k | 16.95 |
|
|
| United Natural Foods (UNFI) | 0.0 | $202k | 6.0k | 33.67 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $118k | 22k | 5.30 |
|
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $66k | 13k | 4.99 |
|
|
| Beyond Air Com New (XAIR) | 0.0 | $11k | -3% | 15k | 0.73 |
|
Past Filings by Baldwin Wealth Partners
SEC 13F filings are viewable for Baldwin Wealth Partners going back to 2010
- Baldwin Wealth Partners 2025 Q4 filed Jan. 7, 2026
- Baldwin Wealth Partners 2025 Q3 filed Oct. 14, 2025
- Baldwin Wealth Partners 2025 Q2 filed July 24, 2025
- Baldwin Wealth Partners 2025 Q1 filed April 14, 2025
- Baldwin Wealth Partners 2024 Q4 filed Jan. 22, 2025
- Baldwin Wealth Partners 2024 Q3 filed Oct. 16, 2024
- Baldwin Brothers 2024 Q2 filed July 12, 2024
- Baldwin Brothers 2024 Q1 filed April 12, 2024
- Baldwin Brothers 2023 Q4 filed Jan. 8, 2024
- Baldwin Brothers 2023 Q3 filed Oct. 10, 2023
- Baldwin Brothers 2023 Q2 filed July 14, 2023
- Baldwin Brothers 2023 Q1 filed April 21, 2023
- Baldwin Brothers 2022 Q4 filed Jan. 27, 2023
- Baldwin Brothers 2022 Q3 filed Oct. 14, 2022
- Baldwin Brothers 2022 Q2 filed July 18, 2022
- Baldwin Brothers 2022 Q1 filed April 13, 2022