Baldwin Brothers
Latest statistics and disclosures from Baldwin Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, AMZN, NVDA, GOOGL, and represent 24.60% of Baldwin Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: DCRE (+$10M), NVDA (+$10M), OMFL (+$7.9M), MSFT, AGGY, FTGC, EMBD, CLOZ, ULTA, EPS.
- Started 386 new stock positions in BIO, GEF.B, RS, UFPT, PFFD, ITGR, ORLA, SE, CTBI, CDNS.
- Reduced shares in these 10 stocks: CF, NEE, GRMN, GOOG, AAPL, XOM, BLK, EW, TIP, JNJ.
- Sold out of its positions in ARKK, ARKQ, ARKG, ARE, AWI, ASAN, ATO, AVB, AVT, BGS.
- Baldwin Wealth Partners was a net buyer of stock by $121M.
- Baldwin Wealth Partners has $1.5B in assets under management (AUM), dropping by 14.30%.
- Central Index Key (CIK): 0001021258
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Portfolio Holdings for Baldwin Wealth Partners
Baldwin Wealth Partners holds 1079 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Baldwin Wealth Partners has 1079 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Baldwin Wealth Partners Sept. 30, 2024 positions
- Download the Baldwin Wealth Partners September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.3 | $93M | -2% | 397k | 233.00 |
|
| Microsoft Corporation (MSFT) | 5.5 | $81M | +5% | 189k | 430.30 |
|
| Amazon (AMZN) | 4.5 | $65M | 351k | 186.33 |
|
|
| NVIDIA Corporation (NVDA) | 4.2 | $62M | +19% | 513k | 121.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $59M | 358k | 165.85 |
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| Blackstone Group Inc Com Cl A (BX) | 2.5 | $37M | 243k | 153.13 |
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| Costco Wholesale Corporation (COST) | 2.5 | $36M | 41k | 886.52 |
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| Visa Com Cl A (V) | 2.3 | $34M | 123k | 274.95 |
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| Ishares Tr Tips Bd Etf (TIP) | 2.1 | $31M | 281k | 110.47 |
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| Kla Corp Com New (KLAC) | 1.9 | $28M | 36k | 774.41 |
|
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| Pepsi (PEP) | 1.9 | $28M | 163k | 170.05 |
|
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| United Rentals (URI) | 1.9 | $27M | 34k | 809.73 |
|
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| Waste Management (WM) | 1.8 | $27M | 129k | 207.60 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 1.7 | $24M | +48% | 458k | 52.99 |
|
| Nextera Energy (NEE) | 1.6 | $24M | -16% | 280k | 84.53 |
|
| Adobe Systems Incorporated (ADBE) | 1.5 | $22M | +2% | 43k | 517.77 |
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| Arthur J. Gallagher & Co. (AJG) | 1.5 | $22M | +5% | 78k | 281.37 |
|
| Merck & Co (MRK) | 1.5 | $22M | +3% | 189k | 113.56 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.4 | $21M | +4% | 60k | 353.48 |
|
| Danaher Corporation (DHR) | 1.4 | $21M | 75k | 278.02 |
|
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| Analog Devices (ADI) | 1.4 | $20M | 87k | 230.17 |
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| International Business Machines (IBM) | 1.3 | $20M | 90k | 221.08 |
|
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| JPMorgan Chase & Co. (JPM) | 1.3 | $19M | +5% | 90k | 210.86 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $16M | -12% | 139k | 117.22 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $16M | 65k | 243.06 |
|
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| Union Pacific Corporation (UNP) | 1.1 | $16M | +4% | 63k | 246.48 |
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| Ishares Gold Tr Ishares New (IAU) | 1.1 | $16M | 314k | 49.70 |
|
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| Fiserv (FI) | 1.0 | $15M | 85k | 179.65 |
|
|
| Johnson & Johnson (JNJ) | 1.0 | $15M | -3% | 90k | 162.06 |
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| Garmin SHS (GRMN) | 1.0 | $14M | -17% | 80k | 176.03 |
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| Sherwin-Williams Company (SHW) | 1.0 | $14M | 37k | 381.67 |
|
|
| Zoetis Cl A (ZTS) | 0.9 | $14M | 71k | 195.38 |
|
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| Honeywell International (HON) | 0.9 | $13M | 65k | 206.71 |
|
|
| Marriott Intl Cl A (MAR) | 0.8 | $12M | +3% | 50k | 248.60 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.8 | $12M | 259k | 47.13 |
|
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| Regency Centers Corporation (REG) | 0.8 | $11M | 156k | 72.23 |
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| Cooper Cos (COO) | 0.8 | $11M | +5% | 100k | 110.34 |
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| Church & Dwight (CHD) | 0.7 | $10M | 98k | 104.72 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $10M | +11% | 18k | 576.82 |
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| Doubleline Etf Trust Commercial Real (DCRE) | 0.7 | $10M | NEW | 195k | 51.98 |
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| Waters Corporation (WAT) | 0.7 | $10M | 28k | 359.89 |
|
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| Chevron Corporation (CVX) | 0.7 | $10M | +6% | 68k | 147.28 |
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| Procter & Gamble Company (PG) | 0.7 | $9.9M | 57k | 173.20 |
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| Prologis (PLD) | 0.7 | $9.6M | +5% | 76k | 126.28 |
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| S&p Global (SPGI) | 0.7 | $9.6M | +5% | 19k | 516.62 |
|
| Illinois Tool Works (ITW) | 0.6 | $9.5M | 36k | 262.10 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $9.4M | -22% | 56k | 167.19 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $8.3M | +11% | 18k | 460.26 |
|
| Enterprise Products Partners (EPD) | 0.5 | $7.6M | -3% | 260k | 29.11 |
|
| Dover Corporation (DOV) | 0.5 | $7.4M | 39k | 191.74 |
|
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| Charles Schwab Corporation (SCHW) | 0.5 | $7.3M | -6% | 113k | 64.81 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.5 | $7.1M | +4% | 118k | 60.42 |
|
| ON Semiconductor (ON) | 0.5 | $6.9M | +2% | 95k | 72.61 |
|
| Bank of America Corporation (BAC) | 0.5 | $6.9M | +4% | 173k | 39.68 |
|
| Novo-nordisk A S Adr (NVO) | 0.4 | $6.6M | +13% | 55k | 119.07 |
|
| Novartis Sponsored Adr (NVS) | 0.4 | $6.3M | +15% | 55k | 115.02 |
|
| Paychex (PAYX) | 0.4 | $5.8M | +8% | 44k | 134.19 |
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| Msci (MSCI) | 0.4 | $5.8M | 9.9k | 582.93 |
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| Roper Industries (ROP) | 0.3 | $4.7M | -4% | 8.4k | 556.47 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $4.7M | 62k | 75.11 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $4.6M | 285k | 16.05 |
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| Axsome Therapeutics (AXSM) | 0.3 | $4.5M | 50k | 89.87 |
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| Philip Morris International (PM) | 0.3 | $4.3M | +11% | 36k | 121.56 |
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| Charles River Laboratories (CRL) | 0.3 | $4.2M | -4% | 21k | 196.97 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $4.2M | 9.0k | 465.08 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.3 | $4.1M | NEW | 92k | 44.71 |
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| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.3 | $3.7M | NEW | 156k | 23.69 |
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| Automatic Data Processing (ADP) | 0.2 | $3.6M | 13k | 276.77 |
|
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| Thermo Fisher Scientific (TMO) | 0.2 | $3.5M | 5.7k | 618.60 |
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| Coca-Cola Company (KO) | 0.2 | $3.5M | 48k | 71.87 |
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| Stryker Corporation (SYK) | 0.2 | $3.4M | 9.5k | 361.27 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $3.4M | +38% | 5.9k | 574.32 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $3.4M | -3% | 41k | 82.30 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $3.3M | -4% | 53k | 63.26 |
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| Cohen & Steers Slt Pfd Incm (PSF) | 0.2 | $3.2M | +3% | 150k | 21.44 |
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| Meta Platforms Cl A (META) | 0.2 | $3.2M | +4% | 5.6k | 572.44 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $3.2M | 16k | 200.78 |
|
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| Global X Fds X Emerging Mkt (EMBD) | 0.2 | $3.1M | NEW | 130k | 23.49 |
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| Altria (MO) | 0.2 | $3.0M | -3% | 58k | 51.04 |
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| EOG Resources (EOG) | 0.2 | $2.9M | +3% | 24k | 122.93 |
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| Series Portfolios Tr Panagram Bbb B (CLOZ) | 0.2 | $2.9M | NEW | 108k | 26.88 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $2.8M | NEW | 7.3k | 389.12 |
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| Wisdomtree Tr Us Largecap Fund (EPS) | 0.1 | $2.2M | NEW | 36k | 60.04 |
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| Wisdomtree Tr Us Efficient Cor (NTSX) | 0.1 | $2.2M | NEW | 46k | 46.99 |
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| Glacier Ban (GBCI) | 0.1 | $2.0M | 45k | 45.70 |
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| Abbvie (ABBV) | 0.1 | $2.0M | +58% | 10k | 197.48 |
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| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.1 | $1.9M | 90k | 21.75 |
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| Tesla Motors (TSLA) | 0.1 | $1.9M | 7.3k | 261.63 |
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| Uber Technologies (UBER) | 0.1 | $1.9M | +3% | 25k | 75.16 |
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| Home Depot (HD) | 0.1 | $1.9M | +107% | 4.6k | 405.20 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.9M | +66% | 2.1k | 885.94 |
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| Targa Res Corp (TRGP) | 0.1 | $1.9M | 13k | 148.01 |
|
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| Oneok (OKE) | 0.1 | $1.8M | 20k | 91.13 |
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| Amgen (AMGN) | 0.1 | $1.7M | +45% | 5.4k | 322.21 |
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| Fastenal Company (FAST) | 0.1 | $1.7M | 24k | 71.42 |
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| Apollo Global Mgmt (APO) | 0.1 | $1.7M | 13k | 124.91 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $1.6M | NEW | 8.3k | 192.81 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $1.6M | NEW | 42k | 37.56 |
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| Broadcom (AVGO) | 0.1 | $1.5M | +1273% | 9.0k | 172.50 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $1.5M | -5% | 46k | 33.86 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $1.5M | +736% | 14k | 106.00 |
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| ResMed (RMD) | 0.1 | $1.5M | 6.1k | 244.14 |
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| Hingham Institution for Savings (HIFS) | 0.1 | $1.5M | -2% | 6.1k | 243.31 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.5M | +8% | 9.0k | 164.08 |
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| Teleflex Incorporated (TFX) | 0.1 | $1.5M | 5.9k | 247.32 |
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| Wisdomtree Tr Us Total Dividnd (DTD) | 0.1 | $1.4M | NEW | 19k | 76.68 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.4M | NEW | 17k | 83.21 |
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| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.1 | $1.4M | NEW | 27k | 51.53 |
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| Emerson Electric (EMR) | 0.1 | $1.4M | 13k | 109.37 |
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| Hci (HCI) | 0.1 | $1.4M | -2% | 13k | 107.06 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.3M | -7% | 15k | 87.80 |
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| Wisdomtree Tr Us Multifactor (USMF) | 0.1 | $1.3M | NEW | 27k | 48.87 |
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| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 0.1 | $1.3M | NEW | 39k | 33.16 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $1.3M | -3% | 13k | 100.29 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $1.3M | 18k | 71.86 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.2M | +491% | 5.6k | 220.89 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $1.2M | +1165% | 3.2k | 368.53 |
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| Abbott Laboratories (ABT) | 0.1 | $1.1M | +54% | 10k | 114.01 |
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| UnitedHealth (UNH) | 0.1 | $1.1M | +22% | 1.9k | 584.68 |
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| Pfizer (PFE) | 0.1 | $1.1M | +6% | 39k | 28.94 |
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| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.1 | $1.1M | NEW | 34k | 33.03 |
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| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.1 | $1.1M | NEW | 28k | 39.15 |
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| Nuvectis Pharma (NVCT) | 0.1 | $1.1M | +3% | 174k | 6.29 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.1M | 5.5k | 198.06 |
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| Tc Energy Corp (TRP) | 0.1 | $1.1M | -8% | 22k | 47.55 |
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| Canadian Natl Ry (CNI) | 0.1 | $1.0M | 8.7k | 117.15 |
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| GSK Sponsored Adr (GSK) | 0.1 | $997k | +7467% | 24k | 41.28 |
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| Balchem Corporation (BCPC) | 0.1 | $932k | +53% | 5.3k | 175.99 |
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| Wisdomtree Tr Futre Strat Fd (WTMF) | 0.1 | $917k | NEW | 26k | 35.52 |
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| TJX Companies (TJX) | 0.1 | $905k | +10% | 7.7k | 117.54 |
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| Progressive Corporation (PGR) | 0.1 | $904k | +4% | 3.6k | 253.76 |
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| Fair Isaac Corporation (FICO) | 0.1 | $888k | NEW | 457.00 | 1943.52 |
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| Natwest Group Spons Adr (NWG) | 0.1 | $863k | NEW | 92k | 9.36 |
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| 3M Company (MMM) | 0.1 | $843k | 6.2k | 136.70 |
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| Wisdomtree Tr Us Hgh Yld Corp (QHY) | 0.1 | $821k | NEW | 18k | 46.19 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $817k | +1993% | 3.1k | 267.37 |
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| Edwards Lifesciences (EW) | 0.1 | $811k | -54% | 12k | 65.99 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $807k | NEW | 11k | 73.42 |
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| Intuit (INTU) | 0.1 | $801k | +55% | 1.3k | 621.00 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.1 | $798k | 17k | 48.12 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $797k | NEW | 6.2k | 128.20 |
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| Us Bancorp Del Com New (USB) | 0.1 | $794k | +92% | 17k | 45.97 |
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| Global Partners Com Units (GLP) | 0.1 | $792k | 17k | 46.56 |
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| Investment Managers Ser Tr I Axs Astoria Infl (PPI) | 0.1 | $791k | NEW | 51k | 15.51 |
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| Wisdomtree Tr Mortgage Plus Bd (MTGP) | 0.1 | $779k | NEW | 17k | 45.08 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $768k | -2% | 16k | 47.85 |
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| Stock Yards Ban (SYBT) | 0.1 | $746k | 12k | 61.99 |
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| LeMaitre Vascular (LMAT) | 0.1 | $743k | NEW | 8.0k | 92.89 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $740k | 5.2k | 142.28 |
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| ConocoPhillips (COP) | 0.0 | $726k | +5% | 6.9k | 105.28 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $718k | NEW | 7.4k | 97.20 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $715k | NEW | 9.8k | 72.97 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $691k | 1.00 | 691180.00 |
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| Deere & Company (DE) | 0.0 | $687k | +5% | 1.6k | 417.39 |
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| Wisdomtree Tr Enhncd Cmmdty St (GCC) | 0.0 | $687k | NEW | 36k | 19.10 |
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| Phillips 66 (PSX) | 0.0 | $684k | +171% | 5.2k | 131.45 |
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| Caterpillar (CAT) | 0.0 | $684k | +66% | 1.7k | 391.12 |
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| Carlyle Group (CG) | 0.0 | $677k | 16k | 43.06 |
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| Jd.com Spon Ads Cl A (JD) | 0.0 | $672k | NEW | 17k | 40.00 |
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| Vanguard World Industrial Etf (VIS) | 0.0 | $672k | 2.6k | 260.07 |
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| Mettler-Toledo International (MTD) | 0.0 | $663k | +4% | 442.00 | 1499.70 |
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| Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA) | 0.0 | $663k | NEW | 13k | 53.13 |
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| Fortune Brands (FBIN) | 0.0 | $661k | 7.4k | 89.53 |
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| Travelers Companies (TRV) | 0.0 | $648k | +4% | 2.8k | 234.12 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $647k | -5% | 6.6k | 98.07 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $634k | +13% | 5.8k | 109.65 |
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| Ryan Specialty Holdings Cl A (RYAN) | 0.0 | $631k | NEW | 9.5k | 66.39 |
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| Netflix (NFLX) | 0.0 | $629k | +16% | 887.00 | 709.27 |
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| Criteo S A Spons Ads (CRTO) | 0.0 | $626k | NEW | 16k | 40.24 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $625k | 7.1k | 88.14 |
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| Southern Company (SO) | 0.0 | $623k | 6.9k | 90.18 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $619k | -20% | 12k | 52.81 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $617k | -3% | 2.2k | 283.18 |
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| Paypal Holdings (PYPL) | 0.0 | $616k | -6% | 7.9k | 78.03 |
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| Walt Disney Company (DIS) | 0.0 | $613k | -3% | 6.4k | 96.19 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $611k | 18k | 34.89 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $610k | 11k | 53.68 |
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| Ameriprise Financial (AMP) | 0.0 | $606k | NEW | 1.3k | 469.81 |
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| Heico Corp Cl A (HEI.A) | 0.0 | $605k | NEW | 3.0k | 203.76 |
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| Oracle Corporation (ORCL) | 0.0 | $600k | +3% | 3.5k | 170.40 |
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| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $589k | NEW | 11k | 54.68 |
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| Sprouts Fmrs Mkt (SFM) | 0.0 | $560k | +302% | 5.1k | 110.41 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $555k | 2.8k | 200.37 |
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| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $553k | 40k | 13.76 |
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| Csw Industrials (CSWI) | 0.0 | $541k | +307% | 1.5k | 366.39 |
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| Cisco Systems (CSCO) | 0.0 | $538k | +176% | 10k | 53.22 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $531k | +2061% | 908.00 | 584.56 |
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| Air Products & Chemicals (APD) | 0.0 | $527k | +50% | 1.8k | 297.74 |
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| Wisdomtree Tr Putwrite Strat (PUTW) | 0.0 | $524k | NEW | 16k | 33.10 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $522k | NEW | 5.3k | 98.12 |
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| Agf Invts Tr Us Market Netrl (BTAL) | 0.0 | $521k | NEW | 27k | 19.60 |
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| Ssga Active Tr Spdr Dbleln Shrt (STOT) | 0.0 | $519k | NEW | 11k | 47.47 |
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| American Water Works (AWK) | 0.0 | $519k | -13% | 3.5k | 146.24 |
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| Qualcomm (QCOM) | 0.0 | $512k | +4% | 3.0k | 170.05 |
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| American Tower Reit (AMT) | 0.0 | $511k | +3% | 2.2k | 232.56 |
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| Bentley Sys Com Cl B (BSY) | 0.0 | $510k | NEW | 10k | 50.81 |
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| Kinsale Cap Group (KNSL) | 0.0 | $503k | -20% | 1.1k | 465.57 |
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| Sterling Construction Company (STRL) | 0.0 | $500k | NEW | 3.5k | 145.02 |
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| O'reilly Automotive (ORLY) | 0.0 | $493k | +156% | 428.00 | 1151.60 |
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| Tyler Technologies (TYL) | 0.0 | $492k | NEW | 842.00 | 583.72 |
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| Verizon Communications (VZ) | 0.0 | $489k | +247% | 11k | 44.91 |
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| CVS Caremark Corporation (CVS) | 0.0 | $482k | -10% | 7.7k | 62.88 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $480k | 3.4k | 142.04 |
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| FedEx Corporation (FDX) | 0.0 | $477k | 1.7k | 273.68 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $469k | 4.0k | 117.29 |
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| Boot Barn Hldgs (BOOT) | 0.0 | $467k | NEW | 2.8k | 167.28 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $463k | 27k | 17.37 |
|
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| Wells Fargo & Company (WFC) | 0.0 | $460k | +24% | 8.1k | 56.49 |
|
| American Healthcare Reit Com Shs (AHR) | 0.0 | $453k | NEW | 17k | 26.10 |
|
| Pool Corporation (POOL) | 0.0 | $448k | NEW | 1.2k | 376.80 |
|
| Snap-on Incorporated (SNA) | 0.0 | $444k | +21814% | 1.5k | 289.71 |
|
| Discover Financial Services (DFS) | 0.0 | $440k | NEW | 3.1k | 140.29 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $438k | NEW | 13k | 33.60 |
|
| Seacoast Bkg Corp Fla Com New (SBCF) | 0.0 | $437k | 16k | 26.65 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $423k | -40% | 4.3k | 97.49 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $423k | +20% | 3.0k | 140.13 |
|
| Healthequity (HQY) | 0.0 | $420k | NEW | 5.1k | 81.85 |
|
| Relx Sponsored Adr (RELX) | 0.0 | $419k | NEW | 8.8k | 47.46 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $418k | +1532% | 29k | 14.69 |
|
| Integer Hldgs (ITGR) | 0.0 | $418k | NEW | 3.2k | 130.00 |
|
| Verisk Analytics (VRSK) | 0.0 | $415k | NEW | 1.5k | 267.96 |
|
| Comfort Systems USA (FIX) | 0.0 | $414k | NEW | 1.1k | 390.35 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $413k | NEW | 2.3k | 176.54 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $412k | +15600% | 942.00 | 437.66 |
|
| Badger Meter (BMI) | 0.0 | $411k | NEW | 1.9k | 218.41 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $409k | +39% | 829.00 | 493.80 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $407k | NEW | 42k | 9.76 |
|
| West Pharmaceutical Services (WST) | 0.0 | $406k | +19228% | 1.4k | 300.16 |
|
| CommVault Systems (CVLT) | 0.0 | $405k | NEW | 2.6k | 153.85 |
|
| Saia (SAIA) | 0.0 | $404k | NEW | 924.00 | 437.26 |
|
| Kt Corp Sponsored Adr (KT) | 0.0 | $402k | NEW | 26k | 15.38 |
|
| Dupont De Nemours (DD) | 0.0 | $399k | 4.5k | 89.11 |
|
|
| Ncino (NCNO) | 0.0 | $394k | NEW | 13k | 31.59 |
|
| Aspen Technology (AZPN) | 0.0 | $391k | NEW | 1.6k | 238.82 |
|
| Moody's Corporation (MCO) | 0.0 | $387k | 815.00 | 474.59 |
|
|
| Simpson Manufacturing (SSD) | 0.0 | $385k | NEW | 2.0k | 191.27 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $381k | NEW | 8.7k | 44.01 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $380k | -21% | 779.00 | 488.08 |
|
| Helios Technologies (HLIO) | 0.0 | $378k | 7.9k | 47.70 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $371k | +115% | 1.2k | 304.51 |
|
| Norfolk Southern (NSC) | 0.0 | $362k | +18% | 1.5k | 248.50 |
|
| ICF International (ICFI) | 0.0 | $362k | NEW | 2.2k | 166.93 |
|
| Aaon Com Par $0.004 (AAON) | 0.0 | $361k | NEW | 3.3k | 107.84 |
|
| UFP Technologies (UFPT) | 0.0 | $360k | NEW | 1.1k | 316.70 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $360k | NEW | 6.7k | 53.70 |
|
| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $360k | NEW | 3.6k | 100.09 |
|
| FactSet Research Systems (FDS) | 0.0 | $360k | +1296% | 782.00 | 459.85 |
|
| AeroVironment (AVAV) | 0.0 | $360k | NEW | 1.8k | 200.50 |
|
| Skyline Corporation (SKY) | 0.0 | $359k | NEW | 3.8k | 94.85 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $359k | -5% | 5.4k | 66.52 |
|
Past Filings by Baldwin Wealth Partners
SEC 13F filings are viewable for Baldwin Wealth Partners going back to 2010
- 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
- Baldwin Brothers 2021 Q3 filed Oct. 27, 2021
- Baldwin Brothers 2021 Q2 filed July 30, 2021
- Baldwin Brothers 2021 Q1 filed April 8, 2021
- Baldwin Brothers 2020 Q4 filed Jan. 12, 2021