Baldwin Brothers
Latest statistics and disclosures from Baldwin Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, JBND, NVDA, AMZN, and represent 28.80% of Baldwin Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: MCK (+$11M), IJR (+$7.5M), ESGE (+$5.8M), BASG, ARCC, GLD, EEMX, GBIL, JBND, VEEV.
- Started 17 new stock positions in ESGV, AEP, WES, ESGE, MCK, VSNT, AXP, BASG, Q, FCX. GNR, BHP, STRL, AA, HASI, ARCC, BIL.
- Reduced shares in these 10 stocks: GOOGL (-$15M), COST (-$13M), SHW (-$12M), ACN (-$12M), TIP (-$7.3M), MSFT (-$6.6M), AAPL (-$6.6M), KLAC (-$6.1M), GRMN (-$5.5M), AMZN (-$5.1M).
- Sold out of its positions in APD, BIDU, BFAM, CME, CDNS, LDP, CMI, CIBR, GXO, GD.
- Baldwin Wealth Partners was a net seller of stock by $-139M.
- Baldwin Wealth Partners has $1.4B in assets under management (AUM), dropping by -11.98%.
- Central Index Key (CIK): 0001021258
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Portfolio Holdings for Baldwin Wealth Partners
Baldwin Wealth Partners holds 222 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.5 | $89M | -6% | 352k | 253.79 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $84M | -15% | 294k | 287.56 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 5.7 | $79M | 1.5M | 53.77 |
|
|
| NVIDIA Corporation (NVDA) | 5.7 | $79M | -5% | 450k | 174.40 |
|
| Amazon (AMZN) | 4.7 | $65M | -7% | 313k | 208.27 |
|
| Microsoft Corporation (MSFT) | 4.0 | $55M | -10% | 150k | 370.17 |
|
| Ishares Tr Tips Bd Etf (TIP) | 3.2 | $44M | -14% | 394k | 110.36 |
|
| Kla Corp Com New (KLAC) | 2.8 | $39M | -13% | 27k | 1472.41 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.7 | $37M | +7% | 86k | 430.29 |
|
| Visa Com Cl A (V) | 2.5 | $34M | -6% | 112k | 302.24 |
|
| Waste Management (WM) | 2.0 | $28M | -8% | 121k | 229.79 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 1.9 | $26M | -3% | 439k | 60.12 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.9 | $26M | 295k | 88.16 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $25M | -11% | 85k | 294.16 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.8 | $25M | -7% | 215k | 114.99 |
|
| Costco Wholesale Corporation (COST) | 1.8 | $24M | -34% | 24k | 996.42 |
|
| Nextera Energy (NEE) | 1.7 | $24M | -10% | 255k | 92.88 |
|
| United Rentals (URI) | 1.6 | $22M | -16% | 30k | 728.56 |
|
| Analog Devices (ADI) | 1.5 | $21M | -4% | 64k | 318.14 |
|
| Exxon Mobil Corporation (XOM) | 1.5 | $20M | -6% | 119k | 169.66 |
|
| International Business Machines (IBM) | 1.5 | $20M | 83k | 242.39 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.4 | $19M | -9% | 15k | 1320.86 |
|
| Johnson & Johnson (JNJ) | 1.2 | $16M | -3% | 65k | 244.44 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.1 | $15M | 253k | 59.55 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 1.1 | $15M | -9% | 69k | 216.58 |
|
| Chevron Corporation (CVX) | 1.1 | $15M | 70k | 206.91 |
|
|
| Marriott Intl Cl A (MAR) | 1.0 | $14M | -10% | 43k | 327.07 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $13M | -18% | 47k | 286.86 |
|
| Union Pacific Corporation (UNP) | 1.0 | $13M | -14% | 55k | 242.62 |
|
| Quanta Services (PWR) | 1.0 | $13M | +2% | 24k | 549.02 |
|
| Danaher Corporation (DHR) | 1.0 | $13M | -10% | 70k | 189.60 |
|
| Garmin SHS (GRMN) | 0.9 | $13M | -30% | 55k | 232.01 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.9 | $12M | -11% | 24k | 522.71 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.8 | $11M | -3% | 209k | 52.64 |
|
| Regency Centers Corporation (REG) | 0.8 | $11M | -9% | 144k | 75.66 |
|
| McKesson Corporation (MCK) | 0.8 | $11M | NEW | 12k | 865.36 |
|
| Charles Schwab Corporation (SCHW) | 0.6 | $8.7M | -2% | 93k | 93.98 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $8.3M | -2% | 17k | 479.20 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $7.9M | +2207% | 63k | 124.31 |
|
| Otis Worldwide Corp (OTIS) | 0.6 | $7.7M | -7% | 100k | 77.08 |
|
| Church & Dwight (CHD) | 0.6 | $7.7M | -5% | 82k | 93.32 |
|
| Intuit (INTU) | 0.6 | $7.6M | -9% | 18k | 432.35 |
|
| S&p Global (SPGI) | 0.6 | $7.6M | -11% | 18k | 425.34 |
|
| Ptc (PTC) | 0.5 | $7.5M | +4% | 53k | 142.49 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $7.2M | -27% | 11k | 653.21 |
|
| Axsome Therapeutics (AXSM) | 0.5 | $7.1M | -13% | 42k | 169.02 |
|
| Dover Corporation (DOV) | 0.5 | $7.1M | -7% | 34k | 208.45 |
|
| AutoZone (AZO) | 0.5 | $6.9M | 2.1k | 3377.78 |
|
|
| Enterprise Products Partners (EPD) | 0.5 | $6.9M | -25% | 182k | 37.84 |
|
| Bank of America Corporation (BAC) | 0.5 | $6.7M | -5% | 137k | 48.75 |
|
| Illinois Tool Works (ITW) | 0.5 | $6.6M | -5% | 26k | 260.29 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.5 | $6.5M | +22% | 65k | 100.19 |
|
| Waters Corporation (WAT) | 0.5 | $6.4M | -5% | 22k | 297.80 |
|
| Procter & Gamble Company (PG) | 0.5 | $6.3M | -4% | 44k | 144.44 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.4 | $5.8M | NEW | 128k | 45.47 |
|
| Veeva Sys Cl A Com (VEEV) | 0.4 | $5.0M | +14% | 29k | 175.66 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $4.9M | -2% | 252k | 19.30 |
|
| Novartis Sponsored Adr (NVS) | 0.3 | $4.6M | -7% | 30k | 152.75 |
|
| Advisors Inner Circle Fd Iii Brown Advisory (BASG) | 0.3 | $4.5M | NEW | 199k | 22.72 |
|
| Philip Morris International (PM) | 0.3 | $4.3M | -2% | 26k | 165.34 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $3.9M | +9% | 6.6k | 597.55 |
|
| EOG Resources (EOG) | 0.3 | $3.6M | -11% | 25k | 144.57 |
|
| Ares Capital Corporation (ARCC) | 0.3 | $3.6M | NEW | 197k | 18.02 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $3.5M | 7.8k | 446.55 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $3.2M | 35k | 93.31 |
|
|
| Cohen & Steers Slt Pfd Incm (PSF) | 0.2 | $3.1M | -4% | 161k | 19.39 |
|
| Altria (MO) | 0.2 | $3.0M | -4% | 46k | 65.99 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $3.0M | -12% | 14k | 217.25 |
|
| Fiserv (FI) | 0.2 | $3.0M | -8% | 54k | 55.80 |
|
| Paychex (PAYX) | 0.2 | $3.0M | -6% | 32k | 92.12 |
|
| Nuvectis Pharma (NVCT) | 0.2 | $2.9M | -2% | 379k | 7.73 |
|
| Pepsi (PEP) | 0.2 | $2.9M | -28% | 19k | 155.29 |
|
| Meta Platforms Cl A (META) | 0.2 | $2.9M | -10% | 5.0k | 572.13 |
|
| Spdr Index Shs Fds State Street Spd (EEMX) | 0.2 | $2.5M | +473% | 58k | 44.20 |
|
| Coca-Cola Company (KO) | 0.2 | $2.5M | -10% | 33k | 76.05 |
|
| Targa Res Corp (TRGP) | 0.2 | $2.4M | -23% | 9.6k | 250.73 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $2.3M | 3.5k | 650.34 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $2.2M | -3% | 24k | 91.77 |
|
| Merck & Co (MRK) | 0.1 | $2.1M | -59% | 17k | 120.29 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $2.0M | -2% | 17k | 118.63 |
|
| Glacier Ban (GBCI) | 0.1 | $2.0M | 44k | 44.67 |
|
|
| Stryker Corporation (SYK) | 0.1 | $1.9M | -22% | 5.9k | 328.59 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.9M | -7% | 7.8k | 243.08 |
|
| Automatic Data Processing (ADP) | 0.1 | $1.9M | -14% | 9.1k | 203.18 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.1 | $1.8M | 34k | 52.85 |
|
|
| Hci (HCI) | 0.1 | $1.8M | 11k | 154.61 |
|
|
| Doubleline Etf Trust Commercial Real (DCRE) | 0.1 | $1.7M | -37% | 33k | 51.96 |
|
| Emerson Electric (EMR) | 0.1 | $1.7M | 13k | 131.02 |
|
|
| Uber Technologies (UBER) | 0.1 | $1.7M | -18% | 23k | 71.93 |
|
| Fastenal Company (FAST) | 0.1 | $1.7M | 36k | 46.40 |
|
|
| Prologis (PLD) | 0.1 | $1.6M | 12k | 132.18 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.5M | -17% | 22k | 68.14 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $1.4M | -32% | 1.6k | 919.77 |
|
| Roper Industries (ROP) | 0.1 | $1.4M | -20% | 4.0k | 353.86 |
|
| Abbvie (ABBV) | 0.1 | $1.4M | -14% | 6.5k | 217.49 |
|
| Blackrock (BLK) | 0.1 | $1.4M | -5% | 1.4k | 961.71 |
|
| Apollo Global Mgmt (APO) | 0.1 | $1.3M | -11% | 12k | 111.42 |
|
| Caterpillar (CAT) | 0.1 | $1.3M | 1.8k | 708.46 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.3M | -6% | 5.2k | 248.00 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.3M | -5% | 20k | 64.08 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.2M | 6.1k | 203.43 |
|
|
| Global X Fds Global X Silver (SIL) | 0.1 | $1.2M | -22% | 13k | 90.08 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.2M | 5.5k | 215.06 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.1M | +5% | 20k | 54.05 |
|
| Oneok (OKE) | 0.1 | $1.0M | -22% | 11k | 90.39 |
|
| Tc Energy Corp (TRP) | 0.1 | $948k | -4% | 15k | 62.58 |
|
| Honeywell International (HON) | 0.1 | $933k | -16% | 4.1k | 226.03 |
|
| Amgen (AMGN) | 0.1 | $929k | -15% | 2.6k | 351.85 |
|
| Hingham Institution for Savings (HIFS) | 0.1 | $909k | -3% | 3.2k | 285.84 |
|
| Global X Fds Global X Copper (COPX) | 0.1 | $886k | +24% | 12k | 76.35 |
|
| Canadian Natl Ry (CNI) | 0.1 | $869k | -2% | 8.5k | 102.77 |
|
| ResMed (RMD) | 0.1 | $849k | -4% | 3.8k | 224.48 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $821k | -19% | 16k | 50.44 |
|
| Broadcom (AVGO) | 0.1 | $820k | -69% | 2.7k | 309.51 |
|
| Vanguard World Industrial Etf (VIS) | 0.1 | $807k | 2.6k | 312.22 |
|
|
| Deere & Company (DE) | 0.1 | $794k | 1.4k | 563.30 |
|
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| Stock Yards Ban (SYBT) | 0.1 | $781k | 12k | 66.29 |
|
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| Thermo Fisher Scientific (TMO) | 0.1 | $771k | -34% | 1.6k | 491.53 |
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| Home Depot (HD) | 0.1 | $769k | -24% | 2.3k | 328.89 |
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| Carlyle Group (CG) | 0.1 | $761k | 16k | 48.39 |
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|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $758k | 6.6k | 114.91 |
|
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| Bwx Technologies (BWXT) | 0.1 | $757k | 3.7k | 204.49 |
|
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| Travelers Companies (TRV) | 0.1 | $740k | -6% | 2.5k | 291.68 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $719k | +38% | 12k | 61.26 |
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| Wal-Mart Stores (WMT) | 0.1 | $717k | 5.8k | 124.28 |
|
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| Southern Company (SO) | 0.1 | $692k | 7.2k | 96.52 |
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| Pfizer (PFE) | 0.0 | $664k | -18% | 24k | 28.08 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $663k | 3.4k | 196.20 |
|
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| Tesla Motors (TSLA) | 0.0 | $658k | -9% | 1.8k | 371.75 |
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| Global Partners Com Units (GLP) | 0.0 | $653k | -8% | 16k | 42.10 |
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $641k | 9.9k | 64.97 |
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| Abbott Laboratories (ABT) | 0.0 | $624k | -12% | 6.1k | 102.67 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $604k | 5.5k | 108.98 |
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| Vaneck Etf Trust Rare Earth And S (REMX) | 0.0 | $586k | +23% | 6.7k | 88.00 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.0 | $584k | -39% | 20k | 28.71 |
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| American Electric Power Company (AEP) | 0.0 | $564k | NEW | 4.3k | 131.08 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $552k | -27% | 12k | 47.20 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $545k | 2.6k | 213.66 |
|
|
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $544k | -17% | 15k | 37.44 |
|
| O'reilly Automotive (ORLY) | 0.0 | $535k | -7% | 5.8k | 92.31 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $533k | 13k | 40.80 |
|
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| ConocoPhillips (COP) | 0.0 | $521k | -15% | 3.9k | 132.00 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $513k | 4.0k | 128.12 |
|
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| Wells Fargo & Company (WFC) | 0.0 | $486k | 6.1k | 79.61 |
|
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| Seacoast Bkg Corp Fla Com New (SBCF) | 0.0 | $485k | +2% | 16k | 30.29 |
|
| Global X Fds Global X Uranium (URA) | 0.0 | $478k | -36% | 9.9k | 48.43 |
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| Orla Mining LTD New F (ORLA) | 0.0 | $476k | 30k | 16.03 |
|
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $471k | 3.2k | 145.94 |
|
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| Versant Media Group Com Cl A (VSNT) | 0.0 | $467k | NEW | 13k | 37.02 |
|
| Oracle Corporation (ORCL) | 0.0 | $463k | -3% | 3.1k | 147.11 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $462k | -27% | 1.4k | 320.81 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $456k | -17% | 2.9k | 158.58 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $445k | -7% | 20k | 22.33 |
|
| Walt Disney Company (DIS) | 0.0 | $440k | -27% | 4.6k | 96.38 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $437k | -2% | 5.9k | 73.64 |
|
| American Water Works (AWK) | 0.0 | $422k | -12% | 3.1k | 136.09 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $415k | +12% | 831.00 | 499.66 |
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| FedEx Corporation (FDX) | 0.0 | $403k | +13% | 1.1k | 356.18 |
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| Weyerhaeuser Com New (WY) | 0.0 | $399k | -27% | 16k | 24.43 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $393k | 35k | 11.27 |
|
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| Norfolk Southern (NSC) | 0.0 | $390k | 1.4k | 287.00 |
|
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| Amplify Etf Tr Amplify Junior S (SILJ) | 0.0 | $389k | -25% | 13k | 29.72 |
|
| American Tower Reit (AMT) | 0.0 | $379k | 2.2k | 172.57 |
|
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| Ishares Msci Glb Slv&mtl (SLVP) | 0.0 | $376k | 11k | 35.46 |
|
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| TJX Companies (TJX) | 0.0 | $372k | -13% | 2.3k | 159.70 |
|
| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.0 | $370k | -43% | 14k | 25.65 |
|
| Ishares Msci Japan Etf (EWJ) | 0.0 | $362k | 4.3k | 84.44 |
|
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| At&t (T) | 0.0 | $362k | -8% | 13k | 28.99 |
|
| Spdr Index Shs Fds State Street Spd (GNR) | 0.0 | $352k | NEW | 4.7k | 74.67 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $347k | -9% | 601.00 | 577.18 |
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| Kinder Morgan (KMI) | 0.0 | $346k | -12% | 10k | 33.53 |
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| Ge Aerospace Com New (GE) | 0.0 | $345k | 1.2k | 283.77 |
|
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| Verizon Communications (VZ) | 0.0 | $340k | -9% | 6.8k | 50.20 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $330k | -26% | 2.8k | 120.04 |
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| Ge Vernova (GEV) | 0.0 | $330k | 378.00 | 872.90 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $323k | -4% | 1.7k | 192.90 |
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| Spdr Series Trust State Street Spd (XME) | 0.0 | $319k | 3.0k | 108.01 |
|
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| Alcoa (AA) | 0.0 | $315k | NEW | 4.8k | 66.33 |
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| Agnico (AEM) | 0.0 | $305k | 1.5k | 202.98 |
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| Qualcomm (QCOM) | 0.0 | $304k | 2.4k | 128.78 |
|
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $303k | 1.4k | 211.15 |
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|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $301k | NEW | 2.7k | 112.27 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $294k | 5.2k | 56.79 |
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| Corteva (CTVA) | 0.0 | $294k | 3.5k | 83.71 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $286k | -97% | 1.4k | 198.29 |
|
| Linde SHS (LIN) | 0.0 | $285k | -19% | 574.00 | 495.76 |
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| Edwards Lifesciences (EW) | 0.0 | $285k | -18% | 3.6k | 80.08 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $281k | 2.6k | 106.50 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $274k | 4.8k | 57.07 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $273k | 5.5k | 49.89 |
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| Netflix (NFLX) | 0.0 | $272k | 2.8k | 96.15 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $270k | 11k | 25.10 |
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| Kinsale Cap Group (KNSL) | 0.0 | $260k | 760.00 | 341.66 |
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| Fortune Brands (FBIN) | 0.0 | $258k | 6.6k | 38.97 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $253k | 5.0k | 50.34 |
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| Morgan Stanley Com New (MS) | 0.0 | $252k | 1.5k | 164.57 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $247k | -4% | 1.7k | 142.85 |
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| Cisco Systems (CSCO) | 0.0 | $236k | -5% | 3.0k | 77.59 |
|
| McDonald's Corporation (MCD) | 0.0 | $235k | -23% | 757.00 | 310.79 |
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| Lowe's Companies (LOW) | 0.0 | $233k | 988.00 | 236.28 |
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| Natwest Group Spons Adr (NWG) | 0.0 | $231k | 16k | 14.90 |
|
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| Mettler-Toledo International (MTD) | 0.0 | $230k | -38% | 182.00 | 1261.20 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $228k | NEW | 2.0k | 115.38 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $228k | 2.3k | 100.57 |
|
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| Sterling Construction Company (STRL) | 0.0 | $226k | NEW | 555.00 | 407.27 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $226k | 530.00 | 426.40 |
|
|
| 3M Company (MMM) | 0.0 | $225k | -16% | 1.5k | 145.23 |
|
| Teleflex Incorporated (TFX) | 0.0 | $222k | -49% | 1.9k | 119.61 |
|
| White Mountains Insurance Gp (WTM) | 0.0 | $220k | 100.00 | 2196.96 |
|
|
| Hannon Armstrong (HASI) | 0.0 | $219k | NEW | 6.0k | 36.75 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $216k | 3.2k | 67.53 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $210k | -82% | 588.00 | 357.67 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $207k | -23% | 1.4k | 146.28 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $206k | NEW | 5.0k | 41.17 |
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $206k | 12k | 16.99 |
|
|
| American Express Company (AXP) | 0.0 | $203k | NEW | 672.00 | 302.48 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $203k | NEW | 2.2k | 91.64 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $201k | NEW | 3.4k | 58.78 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $200k | 1.0k | 191.81 |
|
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $200k | NEW | 2.8k | 72.74 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $121k | +8% | 24k | 5.03 |
|
| Beyond Air Com New (XAIR) | 0.0 | $10k | 15k | 0.69 |
|
Past Filings by Baldwin Wealth Partners
SEC 13F filings are viewable for Baldwin Wealth Partners going back to 2010
- 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
- Baldwin Brothers 2022 Q2 filed July 18, 2022