Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Leigh Baldwin & Co

Latest statistics and disclosures from Leigh Baldwin & Co's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0000946629

Tip: Access up to 7 years of quarterly data

Positions held by Leigh Baldwin & Co consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Leigh Baldwin & Co

Leigh Baldwin & Co holds 160 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
NVIDIA Corporation (NVDA)	5.6	$6.7M	50k	134.29	View chart
Apple (AAPL)	4.6	$5.5M	22k	250.42	View chart
Amazon (AMZN)	3.0	$3.5M	16k	219.39	View chart
Microsoft Corporation (MSFT)	2.9	$3.4M	8.1k	421.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.8	$3.3M	8.2k	401.57	View chart
Veeva Sys Cl A Com (VEEV)	2.8	$3.3M	16k	210.25	View chart
Ishares Tr Core Div Grwth (DGRO)	2.5	$3.0M	49k	61.34	View chart
Alphabet Cap Stk Cl C (GOOG)	2.0	$2.3M	12k	190.43	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.9	$2.2M	38k	59.14	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	1.9	$2.2M	101k	22.20	View chart
Merck & Co (MRK)	1.8	$2.1M	21k	99.48	View chart
Pfizer (PFE)	1.5	$1.7M	65k	26.53	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.4	$1.7M	46k	37.17	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$1.7M	2.9k	586.11	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.4	$1.7M	37k	44.87	View chart
Spdr Gold Tr Gold Shs (GLD)	1.4	$1.7M	6.9k	242.13	View chart
PNC Financial Services (PNC)	1.3	$1.6M	8.1k	192.85	View chart
Tesla Motors (TSLA)	1.3	$1.5M	3.7k	403.84	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$1.4M	20k	70.28	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	1.1	$1.3M	45k	29.19	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.1	$1.3M	9.1k	145.34	View chart
Wal-Mart Stores (WMT)	1.1	$1.3M	15k	90.35	View chart
Broadcom (AVGO)	1.1	$1.3M	5.5k	231.85	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	1.1	$1.3M	19k	68.94	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	1.1	$1.3M	14k	88.90	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.1	$1.3M	14k	92.45	View chart
Exxon Mobil Corporation (XOM)	1.0	$1.2M	11k	107.57	View chart
NBT Ban (NBTB)	1.0	$1.2M	25k	47.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$1.1M	1.8k	588.80	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$1.0M	5.9k	175.23	View chart
Waste Management (WM)	0.9	$1.0M	5.0k	201.79	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.8	$995k	28k	35.91	View chart
Costco Wholesale Corporation (COST)	0.8	$982k	1.1k	916.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$975k	5.2k	189.30	View chart
Lockheed Martin Corporation (LMT)	0.8	$959k	2.0k	485.91	View chart
Johnson & Johnson (JNJ)	0.8	$926k	6.4k	144.61	View chart
Provident Financial Services (PFS)	0.8	$925k	49k	18.87	View chart
Bank of America Corporation (BAC)	0.8	$899k	20k	43.95	View chart
Nuveen NY Municipal Value (NNY)	0.7	$848k	105k	8.04	View chart
Eli Lilly & Co. (LLY)	0.7	$825k	1.1k	772.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$823k	1.8k	453.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.7	$808k	27k	30.47	View chart
Home Depot (HD)	0.6	$764k	2.0k	388.95	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$749k	9.9k	75.61	View chart
Eaton Corp SHS (ETN)	0.6	$698k	2.1k	331.93	View chart
JPMorgan Chase & Co. (JPM)	0.6	$690k	2.9k	239.74	View chart
Deere & Company (DE)	0.5	$608k	1.4k	423.58	View chart
Corning Incorporated (GLW)	0.5	$585k	12k	47.52	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.5	$560k	4.8k	116.24	View chart
Visa Com Cl A (V)	0.5	$553k	1.8k	316.10	View chart
McDonald's Corporation (MCD)	0.5	$550k	1.9k	289.83	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.5	$550k	4.8k	115.19	View chart
Nrg Energy Com New (NRG)	0.5	$549k	6.1k	90.22	View chart
Honeywell International (HON)	0.5	$546k	2.4k	225.92	View chart
Walt Disney Company (DIS)	0.5	$544k	4.9k	111.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$539k	1.0k	538.69	View chart
Bristol Myers Squibb (BMY)	0.5	$534k	9.4k	56.56	View chart
Palo Alto Networks (PANW)	0.4	$532k	2.9k	181.96	View chart
Paychex (PAYX)	0.4	$524k	3.7k	140.21	View chart
Alps Etf Tr Riverfrnt Dymc (RFDA)	0.4	$519k	9.3k	55.91	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.4	$512k	12k	44.01	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.4	$504k	13k	37.87	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.4	$490k	11k	45.94	View chart
International Business Machines (IBM)	0.4	$485k	2.2k	219.79	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.4	$483k	8.9k	54.48	View chart
Chevron Corporation (CVX)	0.4	$482k	3.3k	144.82	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.4	$480k	15k	32.70	View chart
United Rentals (URI)	0.4	$470k	667.00	704.44	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.4	$468k	9.3k	50.21	View chart
Meta Platforms Cl A (META)	0.4	$468k	799.00	585.31	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.4	$464k	6.3k	74.02	View chart
Gabelli Equity Trust (GAB)	0.4	$463k	86k	5.38	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$463k	13k	36.70	View chart
Sprouts Fmrs Mkt (SFM)	0.4	$451k	3.5k	127.07	View chart
Verizon Communications (VZ)	0.4	$449k	11k	39.99	View chart
Nuveen Nj Div Advantage Mun (NXJ)	0.4	$448k	37k	12.17	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$444k	5.2k	85.65	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$440k	5.8k	75.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$431k	842.00	511.31	View chart
Gilead Sciences (GILD)	0.4	$430k	4.7k	92.37	View chart
salesforce (CRM)	0.4	$425k	1.3k	334.32	View chart
Colgate-Palmolive Company (CL)	0.4	$422k	4.6k	90.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.4	$420k	11k	36.80	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$417k	1.9k	220.93	View chart
Procter & Gamble Company (PG)	0.3	$413k	2.5k	167.67	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$398k	6.9k	57.53	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.3	$392k	2.1k	184.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.3	$391k	7.9k	49.77	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$391k	7.5k	52.02	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$391k	6.6k	58.79	View chart
Citigroup Com New (C)	0.3	$383k	5.4k	70.39	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$371k	11k	35.26	View chart
Becton, Dickinson and (BDX)	0.3	$362k	1.6k	226.92	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.3	$356k	9.5k	37.52	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.3	$353k	6.0k	59.06	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$347k	13k	26.33	View chart
Caterpillar (CAT)	0.3	$346k	955.00	362.63	View chart
Coca-Cola Company (KO)	0.3	$338k	5.4k	62.26	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.3	$335k	4.1k	81.14	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$334k	4.1k	81.98	View chart
Amgen (AMGN)	0.3	$326k	1.3k	260.60	View chart
McKesson Corporation (MCK)	0.3	$321k	563.00	569.91	View chart
Raytheon Technologies Corp (RTX)	0.3	$320k	2.8k	115.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.3	$320k	6.2k	51.38	View chart
Kayne Anderson MLP Investment (KYN)	0.3	$320k	25k	12.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.3	$317k	8.1k	39.09	View chart
Suncor Energy (SU)	0.3	$316k	8.9k	35.68	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.3	$313k	7.3k	42.97	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.3	$312k	11k	29.43	View chart
Qualcomm (QCOM)	0.3	$312k	2.0k	153.66	View chart
Abbvie (ABBV)	0.3	$309k	1.7k	177.68	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$307k	1.6k	195.82	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.3	$303k	9.9k	30.57	View chart
Cisco Systems (CSCO)	0.3	$297k	5.0k	59.20	View chart
Keurig Dr Pepper (KDP)	0.3	$297k	9.2k	32.12	View chart
Charles Schwab Corporation (SCHW)	0.2	$293k	4.0k	74.02	View chart
Hldgs (UAL)	0.2	$291k	3.0k	97.10	View chart
Enterprise Products Partners (EPD)	0.2	$291k	9.3k	31.36	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$287k	9.1k	31.44	View chart
Constellation Energy (CEG)	0.2	$286k	1.3k	223.71	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$284k	2.1k	137.55	View chart
CVS Caremark Corporation (CVS)	0.2	$280k	6.2k	44.89	View chart
Royal Caribbean Cruises (RCL)	0.2	$279k	1.2k	230.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$279k	6.3k	44.04	View chart
Hartford Financial Services (HIG)	0.2	$279k	2.5k	109.40	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$277k	6.9k	40.19	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	0.2	$274k	4.7k	58.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.2	$273k	6.4k	42.63	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$273k	1.6k	172.46	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.2	$272k	14k	18.87	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.2	$268k	24k	11.07	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$267k	2.1k	127.60	View chart
Eaton Vance Muni Income Trus Sh Ben Int (EVN)	0.2	$265k	26k	10.11	View chart
Southern Company (SO)	0.2	$261k	3.2k	82.33	View chart
Matson (MATX)	0.2	$259k	1.9k	134.87	View chart
Ryder System (R)	0.2	$258k	1.6k	156.86	View chart
Duke Energy Corp Com New (DUK)	0.2	$257k	2.4k	107.75	View chart
ConocoPhillips (COP)	0.2	$255k	2.6k	99.16	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$255k	2.4k	106.55	View chart
Putnam Mun Opportunities Tr Sh Ben Int (PMO)	0.2	$252k	25k	10.13	View chart
At&t (T)	0.2	$248k	11k	22.77	View chart
Exelon Corporation (EXC)	0.2	$248k	6.6k	37.64	View chart
Travelers Companies (TRV)	0.2	$247k	1.0k	240.85	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$244k	13k	19.59	View chart
Zoom Communications Cl A (ZM)	0.2	$239k	2.9k	81.61	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.2	$239k	13k	18.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.2	$238k	6.2k	38.42	View chart
Organon &co Common Stock (OGN)	0.2	$235k	16k	14.92	View chart
Wheaton Precious Metals Corp (WPM)	0.2	$232k	4.1k	56.25	View chart
Belden (BDC)	0.2	$223k	2.0k	112.61	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$222k	1.7k	131.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$222k	1.2k	185.08	View chart
Jabil Circuit (JBL)	0.2	$221k	1.5k	143.90	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.2	$220k	3.8k	58.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.2	$220k	4.7k	46.54	View chart
Goldman Sachs (GS)	0.2	$217k	379.00	572.54	View chart
Unum (UNM)	0.2	$217k	3.0k	73.03	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$214k	5.2k	41.17	View chart
Affirm Hldgs Com Cl A (AFRM)	0.2	$210k	3.5k	60.90	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$205k	712.00	288.02	View chart

Past Filings by Leigh Baldwin & Co

SEC 13F filings are viewable for Leigh Baldwin & Co going back to 2024

Leigh Baldwin & Co 2024 Q4 restated filed Feb. 25, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z