Baldwin Brothers
Latest statistics and disclosures from Baldwin Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, AAPL, NVDA, JBND, AMZN, and represent 29.91% of Baldwin Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: KLAC (+$59M), FBCG (+$9.9M), CRH (+$9.4M), NVDA (+$9.3M), UNP (+$7.0M), TSM (+$5.3M), ARCC, TDG, NFLX, AZO.
- Started 23 new stock positions in TER, EMXC, GD, MRVL, CMI, TDY, CM, INTC, TDG, TT. LGND, HON, CIBR, MU, FBCG, USB, MDY, XBI, CRH, IBB, TSM, AMAT, HONA.
- Reduced shares in these 10 stocks: URI (-$7.0M), VEEV, INTU, GBIL, GOOGL, OMFL, SCHW, Honeywell International, ADI, MO.
- Sold out of its positions in AA, AMT, Honeywell International, LOW, MCD, MTD, PLTR, MINT, BIL, ACN. CHKP.
- Baldwin Wealth Partners was a net buyer of stock by $78M.
- Baldwin Wealth Partners has $1.5B in assets under management (AUM), dropping by 11.11%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 6.7 | $103M | 288k | 357.37 |
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| Apple (AAPL) | 6.7 | $102M | 352k | 289.36 |
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| NVIDIA Corporation (NVDA) | 6.5 | $99M | +10% | 497k | 200.09 |
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| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 5.1 | $79M | 1.5M | 53.50 |
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| Amazon (AMZN) | 4.9 | $75M | 313k | 238.34 |
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| Kla Corp Com New (KLAC) | 4.4 | $67M | +737% | 222k | 301.71 |
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| Microsoft Corporation (MSFT) | 3.6 | $56M | 149k | 373.03 |
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| Ishares Tr Tips Bd Etf (TIP) | 2.8 | $44M | 398k | 109.43 |
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| Visa Com Cl A (V) | 2.5 | $38M | 111k | 343.09 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.0 | $31M | 85k | 368.38 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.9 | $29M | 14k | 1989.44 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 1.8 | $28M | -6% | 412k | 68.54 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $28M | 86k | 327.33 |
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| United Rentals (URI) | 1.8 | $27M | -20% | 24k | 1132.89 |
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| Waste Management (WM) | 1.7 | $27M | 120k | 222.88 |
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| Blackstone Group Inc Com Cl A (BX) | 1.7 | $26M | 218k | 117.67 |
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| Analog Devices (ADI) | 1.6 | $25M | -3% | 62k | 397.17 |
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| International Business Machines (IBM) | 1.5 | $23M | 82k | 281.21 |
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| Ishares Gold Tr Ishares New (IAU) | 1.5 | $23M | +2% | 302k | 75.51 |
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| Costco Wholesale Corporation (COST) | 1.5 | $23M | 24k | 935.48 |
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| Nextera Energy (NEE) | 1.5 | $22M | 254k | 87.77 |
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| Union Pacific Corporation (UNP) | 1.4 | $22M | +46% | 81k | 272.00 |
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| Quanta Services (PWR) | 1.1 | $18M | 24k | 720.04 |
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| Johnson & Johnson (JNJ) | 1.1 | $16M | 64k | 253.97 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $16M | -2% | 45k | 353.33 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $16M | -3% | 116k | 136.72 |
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| Arthur J. Gallagher & Co. (AJG) | 1.0 | $16M | 68k | 229.57 |
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| Marriott Intl Cl A (MAR) | 1.0 | $16M | -2% | 42k | 370.60 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.0 | $15M | 257k | 58.98 |
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| Garmin SHS (GRMN) | 0.8 | $13M | 54k | 237.54 |
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| Danaher Corporation (DHR) | 0.8 | $13M | -5% | 66k | 190.48 |
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| Regency Centers Corporation (REG) | 0.8 | $12M | 147k | 79.74 |
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| Chevron Corporation (CVX) | 0.8 | $12M | 69k | 165.75 |
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| Axsome Therapeutics (AXSM) | 0.7 | $11M | +4% | 44k | 244.77 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.7 | $11M | 24k | 450.98 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.7 | $10M | -4% | 200k | 51.85 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.6 | $9.9M | NEW | 159k | 62.11 |
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| CRH Ord (CRH) | 0.6 | $9.4M | NEW | 88k | 107.00 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $9.4M | 63k | 148.31 |
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| McKesson Corporation (MCK) | 0.6 | $9.2M | 12k | 755.60 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $8.7M | 17k | 500.39 |
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| Ares Capital Corporation (ARCC) | 0.5 | $8.1M | +122% | 439k | 18.53 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $8.1M | 11k | 748.90 |
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| Bank of America Corporation (BAC) | 0.5 | $7.8M | 136k | 56.98 |
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| Church & Dwight (CHD) | 0.5 | $7.7M | -3% | 79k | 96.88 |
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| Waters Corporation (WAT) | 0.5 | $7.6M | -5% | 20k | 375.04 |
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| Dover Corporation (DOV) | 0.5 | $7.6M | 34k | 224.28 |
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| Charles Schwab Corporation (SCHW) | 0.5 | $7.5M | -12% | 82k | 92.27 |
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| S&p Global (SPGI) | 0.5 | $7.5M | +2% | 18k | 407.26 |
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| AutoZone (AZO) | 0.5 | $7.4M | +12% | 2.3k | 3195.94 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.5 | $7.1M | 130k | 54.69 |
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| Otis Worldwide Corp (OTIS) | 0.5 | $7.0M | 98k | 71.60 |
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| Nuvectis Pharma (NVCT) | 0.5 | $7.0M | 382k | 18.39 |
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| Enterprise Products Partners (EPD) | 0.4 | $6.7M | 183k | 36.76 |
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| Illinois Tool Works (ITW) | 0.4 | $6.4M | -7% | 24k | 270.47 |
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| Procter & Gamble Company (PG) | 0.4 | $6.0M | -7% | 41k | 146.64 |
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| Ptc (PTC) | 0.4 | $5.9M | -2% | 52k | 113.62 |
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| Advisors Inner Circle Fd Iii Brown Advisory (BASG) | 0.4 | $5.5M | +3% | 206k | 26.64 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $5.3M | NEW | 11k | 477.57 |
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| Philip Morris International (PM) | 0.3 | $4.7M | 26k | 180.91 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $4.6M | -4% | 241k | 19.12 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $4.3M | -7% | 28k | 156.72 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $4.3M | -5% | 6.2k | 686.81 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.3 | $4.2M | 35k | 121.43 |
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| TransDigm Group Incorporated (TDG) | 0.3 | $4.0M | NEW | 3.0k | 1332.04 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $3.9M | 7.8k | 496.73 |
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| Advanced Micro Devices (AMD) | 0.2 | $3.5M | 6.1k | 580.91 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $3.3M | 14k | 242.99 |
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| Spdr Index Shs Fds St Str Msci Emrg (EEMX) | 0.2 | $3.3M | +5% | 61k | 54.15 |
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| EOG Resources (EOG) | 0.2 | $3.2M | 25k | 129.73 |
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| Cohen & Steers Slt Pfd Incm (PSF) | 0.2 | $3.2M | -2% | 157k | 20.13 |
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| Netflix (NFLX) | 0.2 | $2.8M | +1297% | 40k | 71.40 |
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| Targa Res Corp (TRGP) | 0.2 | $2.7M | +5% | 10k | 268.14 |
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| Paychex (PAYX) | 0.2 | $2.7M | -16% | 27k | 98.33 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $2.6M | 3.5k | 746.77 |
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| Coca-Cola Company (KO) | 0.2 | $2.6M | -2% | 32k | 81.27 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $2.6M | -60% | 26k | 100.16 |
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| Altria (MO) | 0.2 | $2.5M | -23% | 35k | 71.95 |
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| Meta Platforms Cl A (META) | 0.2 | $2.5M | -12% | 4.4k | 563.29 |
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| Bank of New York Mellon Corporation (BNY) | 0.2 | $2.4M | 17k | 144.61 |
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| Glacier Ban (GBCI) | 0.1 | $2.3M | 44k | 51.58 |
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| Pepsi (PEP) | 0.1 | $2.2M | -12% | 16k | 135.40 |
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| Fiserv (FISV) | 0.1 | $2.1M | -20% | 43k | 49.05 |
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| Merck & Co (MRK) | 0.1 | $2.0M | -8% | 16k | 128.50 |
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| Hci (HCI) | 0.1 | $2.0M | 11k | 175.25 |
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| Caterpillar (CAT) | 0.1 | $1.9M | 1.8k | 1064.90 |
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| Automatic Data Processing (ADP) | 0.1 | $1.9M | -4% | 8.7k | 223.95 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.9M | 1.6k | 1199.43 |
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| Emerson Electric (EMR) | 0.1 | $1.8M | 13k | 143.15 |
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| Uber Technologies (UBER) | 0.1 | $1.8M | +8% | 25k | 72.16 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $1.8M | 24k | 75.45 |
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| Abbvie (ABBV) | 0.1 | $1.8M | +7% | 7.0k | 251.64 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.1 | $1.7M | -5% | 32k | 53.19 |
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| Stryker Corporation (SYK) | 0.1 | $1.7M | -9% | 5.3k | 314.84 |
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| Prologis (PLD) | 0.1 | $1.6M | -3% | 12k | 135.47 |
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| Fastenal Company (FAST) | 0.1 | $1.6M | -8% | 33k | 48.03 |
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| Apollo Global Mgmt (APO) | 0.1 | $1.6M | +12% | 13k | 118.31 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.6M | 5.2k | 300.45 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $1.5M | -7% | 7.2k | 205.02 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.3M | -4% | 19k | 71.25 |
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| Blackrock (BLK) | 0.1 | $1.3M | -5% | 1.4k | 961.56 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.3M | 5.5k | 236.62 |
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| Doubleline Etf Trust Commercial Real (DCRE) | 0.1 | $1.2M | -27% | 24k | 51.80 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.2M | +2% | 20k | 59.69 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.2M | 22k | 53.47 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.1M | -3% | 2.5k | 433.33 |
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| Roper Industries (ROP) | 0.1 | $1.1M | -22% | 3.1k | 338.39 |
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| Global X Fds Global X Silver (SIL) | 0.1 | $1.0M | 13k | 77.46 |
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| Canadian Natl Ry (CNI) | 0.1 | $1.0M | 8.5k | 119.24 |
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| Oneok (OKE) | 0.1 | $995k | +3% | 11k | 86.94 |
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| Broadcom (AVGO) | 0.1 | $994k | 2.6k | 377.75 |
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| Tc Energy Corp (TRP) | 0.1 | $963k | -4% | 15k | 66.29 |
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| Global X Fds Global X Copper (COPX) | 0.1 | $936k | +4% | 12k | 76.97 |
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| Vanguard World Industrial Etf (VIS) | 0.1 | $931k | 2.6k | 360.38 |
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| Hingham Institution for Savings (HIFS) | 0.1 | $923k | -5% | 3.0k | 307.15 |
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| Stock Yards Ban (SYBT) | 0.1 | $901k | 12k | 76.47 |
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| Amgen (AMGN) | 0.1 | $874k | -8% | 2.4k | 362.12 |
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| Deere & Company (DE) | 0.1 | $867k | -3% | 1.4k | 634.33 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $843k | 6.6k | 127.76 |
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| Travelers Companies (TRV) | 0.1 | $831k | 2.5k | 330.12 |
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| Home Depot (HD) | 0.1 | $792k | -3% | 2.2k | 352.68 |
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| Global Partners Com Units (GLP) | 0.1 | $792k | +9% | 17k | 46.59 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $778k | 1.6k | 501.36 |
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| Tesla Motors (TSLA) | 0.0 | $745k | 1.8k | 420.60 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $736k | 3.4k | 217.93 |
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| Bwx Technologies (BWXT) | 0.0 | $720k | 3.7k | 194.65 |
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| ResMed (RMD) | 0.0 | $715k | -2% | 3.7k | 194.88 |
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| Southern Company (SO) | 0.0 | $686k | 7.2k | 95.71 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $666k | 9.9k | 67.50 |
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| Carlyle Group (CG) | 0.0 | $662k | 16k | 42.11 |
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| Wal-Mart Stores (WMT) | 0.0 | $654k | 5.8k | 113.26 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $650k | 5.5k | 117.28 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $617k | +20% | 18k | 35.22 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $613k | 12k | 52.41 |
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| Vaneck Etf Trust Rare Ear Str Etf (REMX) | 0.0 | $602k | +2% | 6.8k | 88.50 |
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| American Electric Power Company (AEP) | 0.0 | $589k | 4.3k | 136.81 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $586k | 4.0k | 146.41 |
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| Pfizer (PFE) | 0.0 | $568k | 24k | 24.08 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $567k | -30% | 11k | 50.42 |
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| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $559k | 13k | 42.78 |
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| Seacoast Bkg Corp Fla Com New (SBCF) | 0.0 | $532k | 16k | 33.25 |
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| O'reilly Automotive (ORLY) | 0.0 | $529k | 5.7k | 92.09 |
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| Honeywell International (HON) | 0.0 | $517k | NEW | 2.3k | 223.90 |
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| Abbott Laboratories (ABT) | 0.0 | $516k | -6% | 5.7k | 90.74 |
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| Honeywell Aerospace (HONA) | 0.0 | $511k | NEW | 2.3k | 221.08 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $499k | 2.9k | 173.52 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $498k | -6% | 1.3k | 370.04 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $484k | 3.2k | 152.18 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $477k | +7% | 21k | 22.26 |
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| Ge Aerospace Com New (GE) | 0.0 | $458k | 1.2k | 373.73 |
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| Wells Fargo & Company (WFC) | 0.0 | $454k | -9% | 5.5k | 82.64 |
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| Oracle Corporation (ORCL) | 0.0 | $454k | 3.1k | 146.55 |
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| Versant Media Group Com Cl A (VSNT) | 0.0 | $454k | 13k | 36.01 |
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| Sterling Construction Company (STRL) | 0.0 | $449k | -3% | 535.00 | 839.36 |
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| Ge Vernova (GEV) | 0.0 | $445k | 379.00 | 1174.86 |
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| Global X Fds Global X Uranium (URA) | 0.0 | $440k | 10k | 43.70 |
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| Qualcomm (QCOM) | 0.0 | $437k | 2.4k | 184.79 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $426k | +20% | 3.2k | 132.24 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $422k | 821.00 | 513.60 |
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| Walt Disney Company (DIS) | 0.0 | $421k | -4% | 4.4k | 96.25 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $417k | -4% | 5.7k | 73.41 |
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| ConocoPhillips (COP) | 0.0 | $410k | 3.9k | 103.96 |
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| American Water Works (AWK) | 0.0 | $408k | 3.1k | 131.58 |
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| Ishares Msci Japan Etf (EWJ) | 0.0 | $400k | 4.3k | 93.27 |
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| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.0 | $397k | -27% | 15k | 27.05 |
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| Norfolk Southern (NSC) | 0.0 | $396k | -7% | 1.3k | 314.59 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $392k | -37% | 7.4k | 53.11 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $391k | -11% | 531.00 | 736.40 |
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| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $375k | -3% | 34k | 11.15 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $368k | +36% | 3.8k | 98.25 |
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| Fortune Brands (FBIN) | 0.0 | $363k | 6.6k | 54.90 |
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| Weyerhaeuser Com New (WY) | 0.0 | $361k | -7% | 15k | 23.94 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $354k | 5.2k | 68.41 |
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| Amplify Etf Tr Jr Silv Mine Etf (SILJ) | 0.0 | $340k | 13k | 25.92 |
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| FedEx Corporation (FDX) | 0.0 | $337k | -4% | 1.1k | 313.13 |
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| TJX Companies (TJX) | 0.0 | $332k | -6% | 2.2k | 151.50 |
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| Ishares Msci Glb Slv&mtl (SLVP) | 0.0 | $327k | 11k | 30.83 |
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| Spdr Index Shs Fds St Str Nat Etf (GNR) | 0.0 | $326k | +2% | 4.8k | 67.31 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $326k | 1.4k | 227.06 |
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| Qnity Electronics Common Stock (Q) | 0.0 | $321k | 2.0k | 163.31 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $318k | 1.7k | 189.73 |
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| Morgan Stanley Com New (MS) | 0.0 | $317k | 1.5k | 209.04 |
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| Spdr Series Trust St Str Sp Metal (XME) | 0.0 | $315k | 3.0k | 106.93 |
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| Cisco Systems (CSCO) | 0.0 | $315k | -11% | 2.7k | 117.46 |
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| Teradyne (TER) | 0.0 | $315k | NEW | 650.00 | 483.84 |
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| Edwards Lifesciences (EW) | 0.0 | $311k | -3% | 3.4k | 90.46 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $311k | 11k | 28.96 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $298k | -94% | 1.7k | 177.47 |
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| Corteva (CTVA) | 0.0 | $297k | 3.5k | 84.69 |
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| Linde SHS (LIN) | 0.0 | $293k | 564.00 | 518.93 |
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| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $288k | NEW | 911.00 | 316.09 |
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| Kinder Morgan (KMI) | 0.0 | $281k | -14% | 8.8k | 31.97 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $281k | 2.6k | 106.47 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $276k | 5.5k | 50.58 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $270k | 4.8k | 56.33 |
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| Verizon Communications (VZ) | 0.0 | $269k | -6% | 6.4k | 42.34 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.0 | $268k | NEW | 3.0k | 89.85 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $263k | +300% | 2.1k | 124.17 |
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| Natwest Group Spons Adr (NWG) | 0.0 | $262k | -4% | 15k | 17.63 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $253k | 5.0k | 50.35 |
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| Intel Corporation (INTC) | 0.0 | $252k | NEW | 1.8k | 139.63 |
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| At&t (T) | 0.0 | $252k | -2% | 12k | 20.70 |
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| Kinsale Cap Group (KNSL) | 0.0 | $251k | 760.00 | 329.81 |
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| Eaton Corp SHS (ETN) | 0.0 | $251k | 588.00 | 426.12 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $247k | 3.2k | 77.11 |
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| Micron Technology (MU) | 0.0 | $246k | NEW | 213.00 | 1154.29 |
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| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $244k | 12k | 20.17 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $240k | NEW | 2.4k | 102.30 |
|
| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.0 | $240k | -36% | 9.1k | 26.42 |
|
| Cummins (CMI) | 0.0 | $240k | NEW | 337.00 | 713.21 |
|
| 3M Company (MMM) | 0.0 | $234k | -6% | 1.4k | 161.91 |
|
| Agnico (AEM) | 0.0 | $233k | 1.5k | 155.13 |
|
|
| Hannon Armstrong (HASI) | 0.0 | $232k | 6.0k | 39.05 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $229k | 1.0k | 219.43 |
|
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $229k | 2.8k | 83.31 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $229k | NEW | 466.00 | 491.16 |
|
| American Express Company (AXP) | 0.0 | $225k | 664.00 | 338.25 |
|
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $219k | 5.0k | 43.76 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $215k | 3.4k | 62.89 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $212k | NEW | 302.00 | 703.34 |
|
| Us Bancorp Com New (USB) | 0.0 | $210k | NEW | 3.5k | 60.40 |
|
| White Mountains Insurance Gp (WTM) | 0.0 | $207k | 100.00 | 2073.39 |
|
|
| Applied Materials (AMAT) | 0.0 | $207k | NEW | 286.00 | 723.00 |
|
| Spdr Series Trust St Str Sp Biot (XBI) | 0.0 | $205k | NEW | 1.3k | 158.25 |
|
| Intuit (INTU) | 0.0 | $204k | -95% | 782.00 | 261.00 |
|
| Marvell Technology (MRVL) | 0.0 | $204k | NEW | 683.00 | 297.89 |
|
| Cibc Cad (CM) | 0.0 | $203k | NEW | 1.8k | 115.00 |
|
| General Dynamics Corporation (GD) | 0.0 | $201k | NEW | 568.00 | 354.24 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $201k | NEW | 1.1k | 190.19 |
|
| Teleflex Incorporated (TFX) | 0.0 | $201k | -14% | 1.6k | 126.76 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $200k | NEW | 300.00 | 666.90 |
|
| Orla Mining LTD New F (ORLA) | 0.0 | $193k | -33% | 20k | 9.78 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $134k | -4% | 23k | 5.83 |
|
| Beyond Air Com New (XAIR) | 0.0 | $6.6k | 15k | 0.45 |
|
Past Filings by Baldwin Wealth Partners
SEC 13F filings are viewable for Baldwin Wealth Partners going back to 2010
- Baldwin Wealth Partners 2026 Q2 filed July 14, 2026
- Baldwin Wealth Partners 2026 Q1 filed April 14, 2026
- 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