Baldwin Brothers

Baldwin Wealth Partners as of Dec. 31, 2024

Portfolio Holdings for Baldwin Wealth Partners

Baldwin Wealth Partners holds 238 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.0 $101M 404k 250.42
Microsoft Corporation (MSFT) 5.8 $83M 198k 421.50
Amazon (AMZN) 5.3 $77M 351k 219.39
Alphabet Cap Stk Cl A (GOOGL) 4.8 $69M 365k 189.30
NVIDIA Corporation (NVDA) 4.6 $66M 493k 134.29
Ishares Tr Tips Bd Etf (TIP) 3.2 $46M 429k 106.55
Blackstone Group Inc Com Cl A (BX) 2.9 $42M 244k 172.42
Visa Com Cl A (V) 2.7 $40M 126k 316.04
J P Morgan Exchange Traded F Active Bond Etf (JBND) 2.7 $40M 755k 52.25
Costco Wholesale Corporation (COST) 2.4 $35M 39k 916.27
Waste Management (WM) 1.9 $27M 135k 201.79
Pepsi (PEP) 1.8 $26M 168k 152.06
United Rentals (URI) 1.7 $25M 36k 704.44
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.7 $25M 456k 54.23
Kla Corp Com New (KLAC) 1.7 $24M 38k 630.12
Arthur J. Gallagher & Co. (AJG) 1.6 $23M 80k 283.85
JPMorgan Chase & Co. (JPM) 1.6 $23M 94k 239.71
Accenture Plc Ireland Shs Class A (ACN) 1.5 $22M 63k 351.79
Nextera Energy (NEE) 1.4 $21M 292k 71.69
Adobe Systems Incorporated (ADBE) 1.4 $20M 46k 444.69
Merck & Co (MRK) 1.4 $20M 197k 99.48
International Business Machines (IBM) 1.3 $19M 87k 219.83
Danaher Corporation (DHR) 1.3 $18M 80k 229.55
Analog Devices (ADI) 1.3 $18M 86k 212.46
Garmin SHS (GRMN) 1.2 $17M 84k 206.26
Fiserv (FI) 1.2 $17M 83k 205.42
Spdr Gold Tr Gold Shs (GLD) 1.1 $15M 64k 242.13
Ishares Gold Tr Ishares New (IAU) 1.1 $15M 308k 49.51
Honeywell International (HON) 1.0 $15M 67k 225.89
Union Pacific Corporation (UNP) 1.0 $15M 65k 228.04
Exxon Mobil Corporation (XOM) 1.0 $15M 137k 107.57
Marriott Intl Cl A (MAR) 1.0 $14M 51k 278.93
Sherwin-Williams Company (SHW) 0.9 $13M 38k 339.93
Regency Centers Corporation (REG) 0.9 $12M 167k 73.93
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.8 $12M 212k 58.00
Zoetis Cl A (ZTS) 0.8 $12M 75k 162.93
Johnson & Johnson (JNJ) 0.8 $12M 84k 144.62
Alps Etf Tr Alerian Mlp (AMLP) 0.8 $12M 243k 48.16
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.8 $11M 26k 434.93
Cooper Cos (COO) 0.7 $11M 114k 91.93
Chevron Corporation (CVX) 0.7 $10M 72k 144.84
Alphabet Cap Stk Cl C (GOOG) 0.7 $10M 55k 190.44
Waters Corporation (WAT) 0.7 $10M 27k 370.98
S&p Global (SPGI) 0.7 $9.9M 20k 498.03
Church & Dwight (CHD) 0.7 $9.9M 94k 104.71
Ishares Tr Core S&p500 Etf (IVV) 0.6 $9.3M 16k 588.70
Prologis (PLD) 0.6 $9.0M 85k 105.71
Procter & Gamble Company (PG) 0.6 $9.0M 54k 167.65
Illinois Tool Works (ITW) 0.6 $8.9M 35k 253.56
Enterprise Products Partners (EPD) 0.6 $8.1M 260k 31.36
Berkshire Hathaway Inc Del Cl B New (BRK.A) 0.6 $8.1M 18k 453.28
Charles Schwab Corporation (SCHW) 0.5 $7.7M 104k 74.01
Bank of America Corporation (BAC) 0.5 $7.6M 173k 43.95
Dover Corporation (DOV) 0.5 $7.1M 38k 187.60
ON Semiconductor (ON) 0.4 $6.4M 102k 63.05
Msci (MSCI) 0.4 $6.3M 11k 600.01
Paychex (PAYX) 0.4 $5.6M 40k 140.22
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $5.6M 287k 19.59
Novartis Sponsored Adr (NVS) 0.3 $4.7M 48k 97.31
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $4.2M 59k 71.91
Axsome Therapeutics (AXSM) 0.3 $4.2M 50k 84.61
Roper Industries (ROP) 0.3 $4.2M 8.1k 519.83
Novo-nordisk A S Adr (NVO) 0.3 $4.2M 49k 86.02
Doubleline Etf Trust Commercial Real (DCRE) 0.3 $4.1M 80k 51.46
Philip Morris International (PM) 0.3 $3.7M 31k 120.35
EOG Resources (EOG) 0.3 $3.7M 30k 122.58
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $3.6M 9.0k 402.70
Automatic Data Processing (ADP) 0.2 $3.6M 12k 292.73
Cohen & Steers Slt Pfd Incm (PSF) 0.2 $3.4M 172k 19.77
Stryker Corporation (SYK) 0.2 $3.4M 9.3k 360.05
Meta Platforms Cl A (META) 0.2 $3.3M 5.6k 585.51
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $3.2M 6.0k 538.81
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.1M 16k 198.18
Thermo Fisher Scientific (TMO) 0.2 $2.9M 5.6k 520.26
Coca-Cola Company (KO) 0.2 $2.9M 46k 62.26
Altria (MO) 0.2 $2.8M 54k 52.29
Mccormick & Co Com Non Vtg (MKC) 0.2 $2.7M 36k 76.24
Toronto Dominion Bk Ont Com New (TD) 0.2 $2.5M 47k 53.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $2.3M 4.0k 586.08
Targa Res Corp (TRGP) 0.2 $2.3M 13k 178.50
Glacier Ban (GBCI) 0.2 $2.2M 44k 50.22
Apollo Global Mgmt (APO) 0.2 $2.2M 13k 165.16
Broadcom (AVGO) 0.1 $2.1M 9.1k 231.84
Nuvectis Pharma (NVCT) 0.1 $1.9M 356k 5.41
Cohen & Steers Ltd Dur Pfd I (LDP) 0.1 $1.8M 89k 20.20
Eli Lilly & Co. (LLY) 0.1 $1.7M 2.3k 772.00
Fastenal Company (FAST) 0.1 $1.7M 24k 71.91
Oneok (OKE) 0.1 $1.7M 17k 100.40
Blackrock (BLK) 0.1 $1.7M 1.7k 1025.12
Emerson Electric (EMR) 0.1 $1.6M 13k 123.93
Uber Technologies (UBER) 0.1 $1.5M 25k 60.32
Home Depot (HD) 0.1 $1.5M 3.8k 388.99
Hci (HCI) 0.1 $1.5M 13k 116.53
Abbvie (ABBV) 0.1 $1.4M 8.0k 177.70
Hingham Institution for Savings (HIFS) 0.1 $1.3M 5.2k 254.14
Bank of New York Mellon Corporation (BK) 0.1 $1.3M 17k 76.83
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.1 $1.3M 55k 23.93
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.2M 5.6k 220.96
ResMed (RMD) 0.1 $1.2M 5.3k 228.69
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $1.2M 12k 99.92
Series Portfolios Tr Panagram Bbb B (CLOZ) 0.1 $1.1M 42k 26.95
Select Sector Spdr Tr Energy (XLE) 0.1 $1.1M 13k 85.66
Amgen (AMGN) 0.1 $1.1M 4.1k 260.64
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.1M 5.5k 195.83
Teleflex Incorporated (TFX) 0.1 $1.0M 5.9k 177.98
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $990k 35k 28.15
Canadian Natl Ry (CNI) 0.1 $886k 8.7k 101.51
Stock Yards Ban (SYBT) 0.1 $862k 12k 71.61
Pfizer (PFE) 0.1 $854k 32k 26.53
UnitedHealth (UNH) 0.1 $837k 1.7k 505.86
Progressive Corporation (PGR) 0.1 $835k 3.5k 239.61
Abbott Laboratories (ABT) 0.1 $833k 7.4k 113.11
Tc Energy Corp (TRP) 0.1 $825k 18k 46.54
3M Company (MMM) 0.1 $820k 6.3k 129.09
Carlyle Group (CG) 0.1 $794k 16k 50.49
Global Partners Com Units (GLP) 0.1 $791k 17k 46.55
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $783k 17k 47.23
Walt Disney Company (DIS) 0.1 $782k 7.0k 111.35
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $724k 16k 44.04
Kimberly-Clark Corporation (KMB) 0.0 $711k 5.4k 131.04
Tesla Motors (TSLA) 0.0 $700k 1.7k 403.84
Caterpillar (CAT) 0.0 $698k 1.9k 362.76
Deere & Company (DE) 0.0 $697k 1.6k 423.70
The Trade Desk Com Cl A (TTD) 0.0 $680k 5.8k 117.53
Travelers Companies (TRV) 0.0 $665k 2.8k 240.89
Vanguard World Industrial Etf (VIS) 0.0 $657k 2.6k 254.39
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $650k 18k 37.09
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.0 $646k 6.6k 97.92
Paypal Holdings (PYPL) 0.0 $639k 7.5k 85.35
Spotify Technology S A SHS (SPOT) 0.0 $625k 1.4k 447.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $623k 2.2k 289.81
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $622k 2.8k 224.35
Wisdomtree Tr India Erngs Fd (EPI) 0.0 $592k 13k 45.27
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $584k 11k 51.44
Netflix (NFLX) 0.0 $576k 646.00 891.32
Southern Company (SO) 0.0 $573k 7.0k 82.32
Wells Fargo & Company (WFC) 0.0 $572k 8.1k 70.24
Check Point Software Tech Lt Ord (CHKP) 0.0 $568k 3.0k 186.70
Advanced Micro Devices (AMD) 0.0 $558k 4.6k 120.79
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $555k 5.0k 110.28
Mettler-Toledo International (MTD) 0.0 $541k 442.00 1223.68
Intuit (INTU) 0.0 $530k 843.00 628.50
ConocoPhillips (COP) 0.0 $521k 5.3k 99.17
Oracle Corporation (ORCL) 0.0 $520k 3.1k 166.64
Edwards Lifesciences (EW) 0.0 $517k 7.0k 74.03
Air Products & Chemicals (APD) 0.0 $517k 1.8k 290.04
Wal-Mart Stores (WMT) 0.0 $515k 5.7k 90.35
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $507k 4.0k 126.75
Fortune Brands (FBIN) 0.0 $504k 7.4k 68.33
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $504k 12k 42.92
Us Bancorp Del Com New (USB) 0.0 $504k 11k 47.83
O'reilly Automotive (ORLY) 0.0 $499k 421.00 1185.80
American Healthcare Reit Com Shs (AHR) 0.0 $494k 17k 28.42
Kinsale Cap Group (KNSL) 0.0 $493k 1.1k 465.13
Goldman Sachs Bdc SHS (GSBD) 0.0 $486k 40k 12.10
FedEx Corporation (FDX) 0.0 $471k 1.7k 281.33
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $461k 9.6k 47.82
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $451k 26k 17.08
Seacoast Bkg Corp Fla Com New (SBCF) 0.0 $451k 16k 27.53
Hubspot (HUBS) 0.0 $448k 643.00 696.77
Qualcomm (QCOM) 0.0 $447k 2.9k 153.62
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $447k 3.4k 132.10
American Water Works (AWK) 0.0 $442k 3.5k 124.49
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $435k 4.1k 104.89
Servicenow (NOW) 0.0 $420k 396.00 1060.12
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $418k 52k 8.06
Mastercard Incorporated Cl A (MA) 0.0 $403k 765.00 526.57
TJX Companies (TJX) 0.0 $402k 3.3k 120.81
American Tower Reit (AMT) 0.0 $388k 2.1k 183.41
Moody's Corporation (MCO) 0.0 $386k 815.00 473.37
Natwest Group Spons Adr (NWG) 0.0 $383k 38k 10.17
Balchem Corporation (BCPC) 0.0 $381k 2.3k 162.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $379k 741.00 511.24
Cisco Systems (CSCO) 0.0 $378k 6.4k 59.20
Expedia Group Com New (EXPE) 0.0 $373k 2.0k 186.33
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $368k 16k 22.70
Helios Technologies (HLIO) 0.0 $354k 7.9k 44.64
McDonald's Corporation (MCD) 0.0 $348k 1.2k 289.89
Norfolk Southern (NSC) 0.0 $342k 1.5k 234.70
Infosys Sponsored Adr (INFY) 0.0 $341k 16k 21.92
Dupont De Nemours (DD) 0.0 $334k 4.4k 76.25
Axon Enterprise (AXON) 0.0 $327k 550.00 594.32
Sprouts Fmrs Mkt (SFM) 0.0 $326k 2.6k 127.07
Bright Horizons Fam Sol In D (BFAM) 0.0 $320k 2.9k 110.85
Trane Technologies SHS (TT) 0.0 $320k 866.00 369.35
Ollies Bargain Outlt Hldgs I (OLLI) 0.0 $319k 2.9k 109.73
Verizon Communications (VZ) 0.0 $311k 7.8k 39.99
Lowe's Companies (LOW) 0.0 $299k 1.2k 246.80
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $293k 1.5k 190.88
Ishares Msci Jpn Etf New (EWJ) 0.0 $288k 4.3k 67.10
Vanguard Index Fds Value Etf (VTV) 0.0 $286k 1.7k 169.30
Palo Alto Networks (PANW) 0.0 $285k 1.6k 181.97
Kinder Morgan (KMI) 0.0 $277k 10k 27.40
Ameriprise Financial (AMP) 0.0 $277k 520.00 532.43
Cadence Design Systems (CDNS) 0.0 $275k 916.00 300.46
LeMaitre Vascular (LMAT) 0.0 $273k 3.0k 92.14
Csw Industrials (CSW) 0.0 $270k 765.00 352.80
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $269k 2.7k 100.34
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $267k 2.3k 115.22
Sap Se Spon Adr (SAP) 0.0 $263k 1.1k 246.21
Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $261k 4.3k 61.19
Ge Aerospace Com New (GE) 0.0 $257k 1.5k 166.83
Dex (DXCM) 0.0 $256k 3.3k 77.77
Phillips 66 (PSX) 0.0 $253k 2.2k 113.93
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $252k 5.0k 50.32
Wisdomtree Tr Us Total Dividnd (DTD) 0.0 $250k 3.3k 75.85
Wisdomtree Tr Us Efficient Cor (NTSX) 0.0 $247k 5.3k 46.69
Criteo S A Spons Ads (CRTO) 0.0 $242k 6.1k 39.56
Ishares Tr Ishares Biotech (IBB) 0.0 $237k 1.8k 132.21
Lam Research Corp Com New (LRCX) 0.0 $233k 3.2k 72.23
Linde SHS (LIN) 0.0 $233k 556.00 418.66
Hims & Hers Health Com Cl A (HIMS) 0.0 $231k 9.6k 24.18
MPLX Com Unit Rep Ltd (MPLX) 0.0 $230k 4.8k 47.86
Ishares Silver Tr Ishares (SLV) 0.0 $228k 8.7k 26.33
Starbucks Corporation (SBUX) 0.0 $227k 2.5k 91.25
At&t (T) 0.0 $223k 9.8k 22.77
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $222k 2.5k 88.40
Kt Corp Sponsored Adr (KT) 0.0 $222k 14k 15.52
United Natural Foods (UNFI) 0.0 $220k 8.1k 27.31
Zscaler Incorporated (ZS) 0.0 $217k 1.2k 180.41
Ryan Specialty Holdings Cl A (RYAN) 0.0 $216k 3.4k 64.16
General Dynamics Corporation (GD) 0.0 $216k 818.00 263.49
Discover Financial Services 0.0 $214k 1.2k 173.23
Te Connectivity Ord Shs (TEL) 0.0 $214k 1.5k 142.97
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $213k 530.00 401.58
Global X Fds X Emerging Mkt (EMBD) 0.0 $212k 9.4k 22.57
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $211k 1.8k 117.48
Colgate-Palmolive Company (CL) 0.0 $211k 2.3k 90.91
Snap-on Incorporated (SNA) 0.0 $208k 614.00 339.48
Cme (CME) 0.0 $208k 896.00 232.23
Healthcare Rlty Tr Cl A Com (HR) 0.0 $205k 12k 16.95
Watsco, Incorporated (WSO) 0.0 $204k 431.00 473.89
Chimera Invt Corp Com Shs (CIM) 0.0 $164k 12k 14.00
Ishares Msci Glb Slv&mtl (SLVP) 0.0 $122k 11k 11.54
Arcadium Lithium Com Shs 0.0 $121k 24k 5.13
Beyond Air 0.0 $110k 308k 0.36
Orla Mining LTD New F (ORLA) 0.0 $78k 14k 5.54
Grab Holdings Class A Ord (GRAB) 0.0 $67k 14k 4.72