Baldwin Brothers
Latest statistics and disclosures from Baldwin Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, GOOGL, NVDA, JBND, and represent 27.97% of Baldwin Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: PTC (+$14M), AZO (+$9.7M), PWR (+$9.2M), VEEV (+$8.6M), JBND, GLD, BIDU, GXO, BWXT, COPX.
- Started 17 new stock positions in RTX, VEEV, GXO, PTC, BIDU, QUAL, XAIR, PLTR, XBI, UNFI. PWR, IDXX, AZO, XME, COPX, URA, NTES.
- Reduced shares in these 10 stocks: PEP (-$19M), MRK (-$13M), COO (-$9.7M), PLD (-$8.3M), NVO (-$8.2M), NVDA, MSFT, TIP, AAPL, GOOGL.
- Sold out of its position in CIBR.
- Baldwin Wealth Partners was a net seller of stock by $-32M.
- Baldwin Wealth Partners has $1.5B in assets under management (AUM), dropping by 4.26%.
- Central Index Key (CIK): 0001021258
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Portfolio Holdings for Baldwin Wealth Partners
Baldwin Wealth Partners holds 234 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.5 | $99M | 389k | 254.63 |
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| Microsoft Corporation (MSFT) | 5.7 | $87M | 168k | 517.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $86M | 353k | 243.10 |
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| NVIDIA Corporation (NVDA) | 5.3 | $82M | -2% | 438k | 186.58 |
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| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 4.9 | $76M | +4% | 1.4M | 54.16 |
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| Amazon (AMZN) | 4.9 | $75M | 340k | 219.57 |
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| Ishares Tr Tips Bd Etf (TIP) | 3.2 | $49M | -3% | 443k | 111.22 |
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| Visa Com Cl A (V) | 2.7 | $42M | 122k | 341.38 |
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| Kla Corp Com New (KLAC) | 2.6 | $40M | -2% | 37k | 1078.61 |
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| Blackstone Group Inc Com Cl A (BX) | 2.6 | $40M | 234k | 170.85 |
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| Costco Wholesale Corporation (COST) | 2.3 | $35M | 38k | 925.62 |
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| United Rentals (URI) | 2.2 | $34M | 36k | 954.66 |
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| Waste Management (WM) | 1.9 | $30M | -2% | 134k | 220.83 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $29M | 93k | 315.43 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 1.8 | $27M | 449k | 60.26 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.7 | $26M | +10% | 72k | 355.47 |
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| Arthur J. Gallagher & Co. (AJG) | 1.6 | $24M | -2% | 77k | 309.74 |
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| International Business Machines (IBM) | 1.5 | $24M | 84k | 282.16 |
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| Nextera Energy (NEE) | 1.4 | $22M | 288k | 75.49 |
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| Ishares Gold Tr Ishares New (IAU) | 1.4 | $22M | 295k | 72.77 |
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| Garmin SHS (GRMN) | 1.3 | $20M | -3% | 81k | 246.22 |
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| Analog Devices (ADI) | 1.1 | $17M | 68k | 245.70 |
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| Danaher Corporation (DHR) | 1.0 | $16M | -3% | 79k | 198.26 |
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| Adobe Systems Incorporated (ADBE) | 1.0 | $16M | -2% | 44k | 352.74 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.0 | $16M | 16k | 968.09 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $15M | -4% | 62k | 246.60 |
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| Union Pacific Corporation (UNP) | 1.0 | $15M | 64k | 236.37 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.0 | $15M | 27k | 546.75 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $15M | 130k | 112.75 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.9 | $14M | 232k | 60.03 |
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| Ptc (PTC) | 0.9 | $14M | NEW | 68k | 203.02 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $13M | 54k | 243.55 |
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| Sherwin-Williams Company (SHW) | 0.8 | $13M | -2% | 37k | 346.26 |
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| Marriott Intl Cl A (MAR) | 0.8 | $13M | -3% | 48k | 260.44 |
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| Johnson & Johnson (JNJ) | 0.8 | $13M | -5% | 68k | 185.42 |
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| Regency Centers Corporation (REG) | 0.8 | $12M | -3% | 159k | 72.90 |
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| Chevron Corporation (CVX) | 0.7 | $11M | 71k | 155.29 |
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| Zoetis Cl A (ZTS) | 0.7 | $11M | -3% | 75k | 146.32 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $11M | 16k | 669.31 |
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| Otis Worldwide Corp (OTIS) | 0.7 | $11M | 115k | 91.43 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.7 | $10M | 221k | 46.93 |
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| Fiserv (FI) | 0.6 | $9.9M | 77k | 128.93 |
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| AutoZone (AZO) | 0.6 | $9.7M | NEW | 2.3k | 4290.24 |
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| S&p Global (SPGI) | 0.6 | $9.5M | 20k | 486.70 |
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| Charles Schwab Corporation (SCHW) | 0.6 | $9.3M | 97k | 95.47 |
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| Quanta Services (PWR) | 0.6 | $9.2M | NEW | 22k | 414.42 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $8.9M | 18k | 502.74 |
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| Veeva Sys Cl A Com (VEEV) | 0.6 | $8.6M | NEW | 29k | 297.91 |
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| Enterprise Products Partners (EPD) | 0.5 | $7.7M | -4% | 247k | 31.27 |
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| Church & Dwight (CHD) | 0.5 | $7.7M | 88k | 87.63 |
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| Illinois Tool Works (ITW) | 0.5 | $7.5M | 29k | 260.76 |
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| Bank of America Corporation (BAC) | 0.5 | $7.4M | 144k | 51.59 |
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| Procter & Gamble Company (PG) | 0.5 | $7.4M | -4% | 48k | 153.65 |
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| Waters Corporation (WAT) | 0.5 | $7.0M | -4% | 23k | 299.81 |
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| Dover Corporation (DOV) | 0.4 | $6.1M | 37k | 166.83 |
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| Axsome Therapeutics (AXSM) | 0.4 | $5.9M | 49k | 121.45 |
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| Pepsi (PEP) | 0.3 | $4.5M | -80% | 32k | 140.44 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $4.5M | -2% | 261k | 17.16 |
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| Paychex (PAYX) | 0.3 | $4.5M | -3% | 35k | 126.76 |
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| Philip Morris International (PM) | 0.3 | $4.4M | 27k | 162.20 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $4.3M | -10% | 34k | 128.24 |
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| Merck & Co (MRK) | 0.3 | $4.0M | -75% | 48k | 83.93 |
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| Meta Platforms Cl A (META) | 0.3 | $4.0M | 5.5k | 734.38 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $3.8M | 6.2k | 612.38 |
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| Cohen & Steers Slt Pfd Incm (PSF) | 0.2 | $3.5M | 169k | 20.78 |
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| Altria (MO) | 0.2 | $3.4M | -3% | 52k | 66.06 |
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| EOG Resources (EOG) | 0.2 | $3.4M | -2% | 30k | 112.12 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $3.3M | 16k | 208.71 |
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| Roper Industries (ROP) | 0.2 | $3.3M | -12% | 6.5k | 498.72 |
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| Automatic Data Processing (ADP) | 0.2 | $3.2M | 11k | 293.50 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $3.1M | 7.9k | 391.64 |
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| Doubleline Etf Trust Commercial Real (DCRE) | 0.2 | $2.9M | 56k | 52.08 |
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| Broadcom (AVGO) | 0.2 | $2.9M | 8.7k | 329.91 |
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| Stryker Corporation (SYK) | 0.2 | $2.8M | -4% | 7.6k | 369.67 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $2.8M | 35k | 79.95 |
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| Uber Technologies (UBER) | 0.2 | $2.7M | 27k | 97.97 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.7M | 4.0k | 666.18 |
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| Coca-Cola Company (KO) | 0.2 | $2.4M | 37k | 66.32 |
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| Hci (HCI) | 0.1 | $2.2M | -5% | 11k | 191.93 |
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| Targa Res Corp (TRGP) | 0.1 | $2.1M | 13k | 167.54 |
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| Glacier Ban (GBCI) | 0.1 | $2.1M | 44k | 48.67 |
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| Nuvectis Pharma (NVCT) | 0.1 | $2.1M | 351k | 6.02 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $1.9M | 18k | 108.96 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $1.9M | -6% | 29k | 66.91 |
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| Fastenal Company (FAST) | 0.1 | $1.9M | 38k | 49.04 |
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| Abbvie (ABBV) | 0.1 | $1.8M | 7.9k | 231.54 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $1.8M | -82% | 33k | 55.49 |
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| Apollo Global Mgmt (APO) | 0.1 | $1.8M | 13k | 133.27 |
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| Prologis (PLD) | 0.1 | $1.8M | -82% | 15k | 114.52 |
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| Cooper Cos (COO) | 0.1 | $1.8M | -84% | 26k | 68.56 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.7M | 2.3k | 763.00 |
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| Blackrock (BLK) | 0.1 | $1.7M | -4% | 1.4k | 1165.87 |
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| Baidu Spon Adr Rep A (BIDU) | 0.1 | $1.7M | NEW | 13k | 131.77 |
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| Emerson Electric (EMR) | 0.1 | $1.7M | 13k | 131.18 |
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| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $1.6M | NEW | 31k | 52.89 |
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| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $1.4M | 25k | 56.72 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.3M | 5.5k | 241.96 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $1.3M | +9% | 17k | 76.40 |
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| Home Depot (HD) | 0.1 | $1.3M | -13% | 3.1k | 405.19 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $1.2M | 12k | 100.23 |
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| Honeywell International (HON) | 0.1 | $1.2M | 5.7k | 210.50 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.2M | 5.5k | 215.79 |
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| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.1 | $1.2M | 54k | 21.67 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.2M | -8% | 2.4k | 484.92 |
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| ResMed (RMD) | 0.1 | $1.1M | -8% | 4.1k | 273.73 |
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| Oneok (OKE) | 0.1 | $1.0M | -15% | 14k | 72.97 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $996k | 17k | 59.92 |
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| Carlyle Group (CG) | 0.1 | $986k | 16k | 62.70 |
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| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $957k | 37k | 25.90 |
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| Advanced Micro Devices (AMD) | 0.1 | $927k | +3% | 5.7k | 161.79 |
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| Abbott Laboratories (ABT) | 0.1 | $923k | -4% | 6.9k | 133.94 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $913k | 17k | 54.18 |
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| Amgen (AMGN) | 0.1 | $899k | 3.2k | 282.20 |
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| Oracle Corporation (ORCL) | 0.1 | $898k | 3.2k | 281.24 |
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| Hingham Institution for Savings (HIFS) | 0.1 | $892k | 3.4k | 263.78 |
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| Caterpillar (CAT) | 0.1 | $891k | 1.9k | 477.15 |
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| Tc Energy Corp (TRP) | 0.1 | $867k | 16k | 54.41 |
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| Bwx Technologies (BWXT) | 0.1 | $867k | +64% | 4.7k | 184.37 |
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| Stock Yards Ban (SYBT) | 0.1 | $825k | -2% | 12k | 69.99 |
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| Canadian Natl Ry (CNI) | 0.1 | $821k | 8.7k | 94.30 |
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| Global Partners Com Units (GLP) | 0.1 | $816k | 17k | 48.00 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $765k | 2.6k | 296.29 |
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| Tesla Motors (TSLA) | 0.0 | $761k | -5% | 1.7k | 444.72 |
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| Travelers Companies (TRV) | 0.0 | $758k | 2.7k | 279.22 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $747k | -2% | 16k | 46.31 |
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| Walt Disney Company (DIS) | 0.0 | $741k | 6.5k | 114.50 |
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| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.0 | $739k | -4% | 28k | 26.82 |
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| Pfizer (PFE) | 0.0 | $736k | 29k | 25.48 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $730k | 6.6k | 110.66 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $706k | 2.2k | 328.17 |
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| Netflix (NFLX) | 0.0 | $689k | 575.00 | 1198.92 |
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| Progressive Corporation (PGR) | 0.0 | $684k | -13% | 2.8k | 246.95 |
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| Southern Company (SO) | 0.0 | $679k | 7.2k | 94.77 |
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| O'reilly Automotive (ORLY) | 0.0 | $674k | 6.3k | 107.81 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $670k | 18k | 38.22 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $664k | 2.8k | 239.64 |
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| Deere & Company (DE) | 0.0 | $660k | 1.4k | 457.26 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $657k | 5.3k | 124.34 |
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| Teleflex Incorporated (TFX) | 0.0 | $645k | -4% | 5.3k | 122.36 |
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| American Healthcare Reit Com Shs (AHR) | 0.0 | $631k | -13% | 15k | 42.01 |
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| Global X Fds Global X Silver (SIL) | 0.0 | $627k | +19% | 8.8k | 71.63 |
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| Wal-Mart Stores (WMT) | 0.0 | $588k | 5.7k | 103.06 |
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| Intuit (INTU) | 0.0 | $584k | 855.00 | 682.91 |
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| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $578k | 13k | 44.20 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $570k | 4.0k | 142.41 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $566k | 13k | 42.37 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $563k | -5% | 23k | 24.79 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $519k | -19% | 5.8k | 89.34 |
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| Wells Fargo & Company (WFC) | 0.0 | $511k | 6.1k | 83.82 |
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| UnitedHealth (UNH) | 0.0 | $496k | 1.4k | 345.30 |
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| American Water Works (AWK) | 0.0 | $494k | 3.5k | 139.19 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $493k | -13% | 9.9k | 50.01 |
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| Seacoast Bkg Corp Fla Com New (SBCF) | 0.0 | $477k | 16k | 30.43 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $475k | -2% | 6.4k | 74.37 |
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| Paypal Holdings (PYPL) | 0.0 | $469k | 7.0k | 67.06 |
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| Air Products & Chemicals (APD) | 0.0 | $467k | 1.7k | 272.72 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $452k | 3.2k | 140.05 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $445k | 3.5k | 128.03 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $436k | 766.00 | 568.81 |
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| At&t (T) | 0.0 | $430k | +34% | 15k | 28.24 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $418k | 16k | 25.71 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $417k | 41k | 10.17 |
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| ConocoPhillips (COP) | 0.0 | $414k | 4.4k | 94.59 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $409k | 586.00 | 698.00 |
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| American Tower Reit (AMT) | 0.0 | $407k | 2.1k | 192.32 |
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| Ge Aerospace Com New (GE) | 0.0 | $395k | -12% | 1.3k | 300.92 |
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| Edwards Lifesciences (EW) | 0.0 | $395k | -9% | 5.1k | 77.77 |
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| Qualcomm (QCOM) | 0.0 | $393k | 2.4k | 166.36 |
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| Norfolk Southern (NSC) | 0.0 | $391k | 1.3k | 300.41 |
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| TJX Companies (TJX) | 0.0 | $390k | -15% | 2.7k | 144.54 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $385k | 641.00 | 600.37 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $382k | -16% | 3.2k | 118.44 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $373k | 1.8k | 206.91 |
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| Mettler-Toledo International (MTD) | 0.0 | $366k | 298.00 | 1227.61 |
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| Trane Technologies SHS (TT) | 0.0 | $365k | 866.00 | 421.96 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $365k | -18% | 21k | 17.06 |
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| Sea Sponsord Ads (SE) | 0.0 | $354k | 2.0k | 178.73 |
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| Fortune Brands (FBIN) | 0.0 | $353k | 6.6k | 53.39 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $349k | 2.9k | 118.83 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $344k | 4.3k | 80.21 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $342k | 2.6k | 133.90 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $333k | 1.5k | 219.53 |
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| Verizon Communications (VZ) | 0.0 | $329k | +9% | 7.5k | 43.95 |
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| Linde SHS (LIN) | 0.0 | $327k | 688.00 | 475.00 |
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| Sap Se Spon Adr (SAP) | 0.0 | $327k | 1.2k | 267.21 |
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| Kinsale Cap Group (KNSL) | 0.0 | $323k | 760.00 | 425.26 |
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| Cadence Design Systems (CDNS) | 0.0 | $322k | 916.00 | 351.26 |
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| Kinder Morgan (KMI) | 0.0 | $318k | -6% | 11k | 28.31 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $317k | 1.5k | 206.51 |
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| Global X Fds Global X Copper (COPX) | 0.0 | $317k | NEW | 5.3k | 59.81 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $315k | 1.7k | 186.49 |
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| Moody's Corporation (MCO) | 0.0 | $313k | 657.00 | 476.48 |
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| Dupont De Nemours (DD) | 0.0 | $310k | 4.0k | 77.90 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $306k | NEW | 1.7k | 182.42 |
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| McDonald's Corporation (MCD) | 0.0 | $302k | 995.00 | 303.89 |
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| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $302k | 2.8k | 108.57 |
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| Ishares Msci Glb Slv&mtl (SLVP) | 0.0 | $290k | 11k | 27.37 |
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| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $288k | -2% | 35k | 8.27 |
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| 3M Company (MMM) | 0.0 | $287k | 1.8k | 155.18 |
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| Msci (MSCI) | 0.0 | $280k | 494.00 | 567.41 |
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| General Dynamics Corporation (GD) | 0.0 | $279k | 818.00 | 341.00 |
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| Spdr Series Trust S&p Metals Mng (XME) | 0.0 | $275k | NEW | 3.0k | 93.19 |
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| Balchem Corporation (BCPC) | 0.0 | $266k | 1.8k | 150.06 |
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| Global X Fds Global X Uranium (URA) | 0.0 | $257k | NEW | 5.4k | 47.67 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $254k | 2.0k | 128.40 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $252k | 5.0k | 50.27 |
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| Lowe's Companies (LOW) | 0.0 | $248k | -8% | 988.00 | 251.31 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $248k | 530.00 | 468.41 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $240k | 4.8k | 49.95 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $238k | -7% | 2.4k | 100.69 |
|
| FedEx Corporation (FDX) | 0.0 | $236k | -34% | 1.0k | 235.81 |
|
| Goldman Sachs (GS) | 0.0 | $234k | -3% | 294.00 | 796.35 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $231k | 2.4k | 96.55 |
|
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $230k | 5.6k | 41.14 |
|
|
| United Natural Foods (UNFI) | 0.0 | $226k | NEW | 6.0k | 37.62 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $222k | NEW | 347.00 | 638.89 |
|
| Corteva (CTVA) | 0.0 | $221k | -2% | 3.3k | 67.63 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $220k | 16k | 14.15 |
|
|
| Cme (CME) | 0.0 | $219k | -9% | 811.00 | 270.19 |
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $218k | 12k | 18.03 |
|
|
| Ge Vernova (GEV) | 0.0 | $218k | -13% | 354.00 | 614.90 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $217k | -9% | 1.5k | 144.37 |
|
| Dex (DXCM) | 0.0 | $217k | 3.2k | 67.29 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $213k | -5% | 4.4k | 48.33 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $210k | NEW | 1.3k | 167.33 |
|
| Metropcs Communications (TMUS) | 0.0 | $210k | 876.00 | 239.38 |
|
|
| Spdr Series Trust S&p Biotech (XBI) | 0.0 | $205k | NEW | 2.1k | 100.20 |
|
| Netease Sponsored Ads (NTES) | 0.0 | $204k | NEW | 1.3k | 151.99 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $203k | NEW | 1.0k | 194.50 |
|
| Orla Mining LTD New F (ORLA) | 0.0 | $168k | 16k | 10.79 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $101k | 22k | 4.54 |
|
|
| Grab Holdings Class A Ord (GRAB) | 0.0 | $79k | 13k | 6.02 |
|
|
| Beyond Air | 0.0 | $36k | -95% | 15k | 2.31 |
|
| Beyond Air Com New (XAIR) | 0.0 | $36k | NEW | 15k | 2.31 |
|
Past Filings by Baldwin Wealth Partners
SEC 13F filings are viewable for Baldwin Wealth Partners going back to 2010
- 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
- Baldwin Brothers 2021 Q4 filed Jan. 14, 2022