Baldwin Wealth Partners as of March 31, 2025
Portfolio Holdings for Baldwin Wealth Partners
Baldwin Wealth Partners holds 228 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.3 | $89M | 402k | 222.13 | |
| Microsoft Corporation (MSFT) | 5.3 | $75M | 200k | 375.39 | |
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 5.1 | $72M | 1.4M | 53.52 | |
| Amazon (AMZN) | 4.7 | $67M | 353k | 190.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $57M | 365k | 154.64 | |
| NVIDIA Corporation (NVDA) | 3.6 | $52M | 479k | 108.38 | |
| Ishares Tr Tips Bd Etf (TIP) | 3.6 | $51M | 458k | 111.09 | |
| Visa Com Cl A (V) | 3.1 | $44M | 126k | 350.46 | |
| Costco Wholesale Corporation (COST) | 2.6 | $37M | 39k | 945.78 | |
| Blackstone Group Inc Com Cl A (BX) | 2.4 | $34M | 245k | 139.78 | |
| Waste Management (WM) | 2.2 | $32M | 138k | 231.51 | |
| Arthur J. Gallagher & Co. (AJG) | 1.9 | $28M | 80k | 345.24 | |
| Kla Corp Com New (KLAC) | 1.8 | $26M | 39k | 679.80 | |
| Pepsi (PEP) | 1.8 | $25M | 168k | 149.94 | |
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 1.7 | $24M | 444k | 53.31 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $23M | 94k | 245.30 | |
| United Rentals (URI) | 1.6 | $23M | 36k | 626.71 | |
| International Business Machines (IBM) | 1.5 | $21M | 85k | 248.66 | |
| Nextera Energy (NEE) | 1.5 | $21M | 295k | 70.89 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.4 | $20M | 65k | 312.04 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.3 | $19M | 65k | 288.14 | |
| Garmin SHS (GRMN) | 1.3 | $18M | 84k | 217.13 | |
| Merck & Co (MRK) | 1.3 | $18M | 201k | 89.76 | |
| Ishares Gold Tr Ishares New (IAU) | 1.3 | $18M | 303k | 58.96 | |
| Adobe Systems Incorporated (ADBE) | 1.3 | $18M | 47k | 383.54 | |
| Fiserv (FI) | 1.2 | $18M | 81k | 220.83 | |
| Analog Devices (ADI) | 1.2 | $17M | 84k | 201.67 | |
| Danaher Corporation (DHR) | 1.2 | $16M | 80k | 205.00 | |
| Exxon Mobil Corporation (XOM) | 1.1 | $16M | 137k | 118.93 | |
| Union Pacific Corporation (UNP) | 1.1 | $15M | 65k | 236.24 | |
| Cooper Cos (COO) | 1.0 | $14M | 165k | 84.35 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.0 | $14M | 229k | 59.40 | |
| Sherwin-Williams Company (SHW) | 0.9 | $14M | 39k | 349.19 | |
| Zoetis Cl A (ZTS) | 0.9 | $13M | 78k | 164.65 | |
| Regency Centers Corporation (REG) | 0.9 | $13M | 169k | 73.76 | |
| Johnson & Johnson (JNJ) | 0.9 | $12M | 74k | 165.84 | |
| Marriott Intl Cl A (MAR) | 0.9 | $12M | 51k | 238.20 | |
| Chevron Corporation (CVX) | 0.8 | $12M | 71k | 167.29 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.8 | $12M | 228k | 51.94 | |
| Honeywell International (HON) | 0.8 | $12M | 56k | 211.75 | |
| Novo-nordisk A S Adr (NVO) | 0.8 | $12M | 170k | 69.44 | |
| S&p Global (SPGI) | 0.7 | $10M | 20k | 508.11 | |
| Church & Dwight (CHD) | 0.7 | $10M | 91k | 110.09 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.7 | $9.8M | 27k | 366.54 | |
| Prologis (PLD) | 0.7 | $9.8M | 87k | 111.79 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $9.5M | 18k | 532.58 | |
| Waters Corporation (WAT) | 0.7 | $9.4M | 26k | 368.57 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $9.2M | 16k | 561.88 | |
| Procter & Gamble Company (PG) | 0.6 | $8.9M | 52k | 170.42 | |
| Enterprise Products Partners (EPD) | 0.6 | $8.8M | 259k | 34.14 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $8.5M | 54k | 156.23 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $8.0M | 102k | 78.28 | |
| Illinois Tool Works (ITW) | 0.5 | $7.4M | 30k | 248.01 | |
| Bank of America Corporation (BAC) | 0.5 | $7.2M | 172k | 41.73 | |
| Dover Corporation (DOV) | 0.5 | $6.6M | 38k | 175.68 | |
| Paychex (PAYX) | 0.4 | $5.8M | 38k | 154.28 | |
| Axsome Therapeutics (AXSM) | 0.4 | $5.8M | 50k | 116.63 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $5.0M | 269k | 18.59 | |
| Roper Industries (ROP) | 0.3 | $4.7M | 7.9k | 589.59 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $4.6M | 41k | 111.48 | |
| Philip Morris International (PM) | 0.3 | $4.4M | 28k | 158.73 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $3.9M | 8.1k | 484.82 | |
| EOG Resources (EOG) | 0.3 | $3.9M | 31k | 128.24 | |
| Nuvectis Pharma (NVCT) | 0.2 | $3.5M | 359k | 9.77 | |
| Cohen & Steers Slt Pfd Incm (PSF) | 0.2 | $3.4M | 170k | 19.99 | |
| Automatic Data Processing (ADP) | 0.2 | $3.3M | 11k | 305.53 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $3.3M | 6.4k | 513.91 | |
| Meta Platforms Cl A (META) | 0.2 | $3.2M | 5.5k | 576.36 | |
| Altria (MO) | 0.2 | $3.1M | 51k | 60.02 | |
| Doubleline Etf Trust Commercial Real (DCRE) | 0.2 | $3.1M | 59k | 51.87 | |
| Stryker Corporation (SYK) | 0.2 | $3.0M | 8.1k | 372.25 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $3.0M | 16k | 186.29 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $2.8M | 34k | 82.31 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $2.8M | 46k | 59.94 | |
| Coca-Cola Company (KO) | 0.2 | $2.8M | 39k | 71.62 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $2.7M | 5.5k | 497.64 | |
| Targa Res Corp (TRGP) | 0.2 | $2.5M | 13k | 200.47 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.2M | 4.0k | 559.39 | |
| Glacier Ban (GBCI) | 0.1 | $1.9M | 44k | 44.22 | |
| Eli Lilly & Co. (LLY) | 0.1 | $1.9M | 2.3k | 825.91 | |
| Uber Technologies (UBER) | 0.1 | $1.8M | 25k | 72.86 | |
| Hci (HCI) | 0.1 | $1.8M | 12k | 149.23 | |
| Apollo Global Mgmt (APO) | 0.1 | $1.8M | 13k | 136.94 | |
| Fastenal Company (FAST) | 0.1 | $1.7M | 22k | 77.55 | |
| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.1 | $1.7M | 82k | 20.36 | |
| Oneok (OKE) | 0.1 | $1.7M | 17k | 99.22 | |
| Abbvie (ABBV) | 0.1 | $1.6M | 7.8k | 209.52 | |
| Broadcom (AVGO) | 0.1 | $1.6M | 9.5k | 167.43 | |
| Blackrock (BLK) | 0.1 | $1.5M | 1.5k | 946.48 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.4M | 17k | 83.87 | |
| Home Depot (HD) | 0.1 | $1.4M | 3.8k | 366.49 | |
| Emerson Electric (EMR) | 0.1 | $1.4M | 13k | 109.64 | |
| Amgen (AMGN) | 0.1 | $1.2M | 3.9k | 311.55 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $1.2M | 12k | 100.18 | |
| ResMed (RMD) | 0.1 | $1.2M | 5.2k | 223.85 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.1M | 5.6k | 199.49 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.1M | 5.5k | 193.99 | |
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $1.0M | 41k | 25.52 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.0M | 11k | 93.45 | |
| Hingham Institution for Savings (HIFS) | 0.1 | $992k | 4.2k | 237.80 | |
| 3M Company (MMM) | 0.1 | $932k | 6.3k | 146.86 | |
| Global Partners Com Units (GLP) | 0.1 | $908k | 17k | 53.38 | |
| Abbott Laboratories (ABT) | 0.1 | $907k | 6.8k | 132.65 | |
| Progressive Corporation (PGR) | 0.1 | $907k | 3.2k | 283.01 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $890k | 30k | 29.28 | |
| Canadian Natl Ry (CNI) | 0.1 | $851k | 8.7k | 97.46 | |
| UnitedHealth (UNH) | 0.1 | $845k | 1.6k | 523.75 | |
| Tc Energy Corp (TRP) | 0.1 | $837k | 18k | 47.21 | |
| Stock Yards Ban (SYBT) | 0.1 | $831k | 12k | 69.06 | |
| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.1 | $822k | 31k | 26.57 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $778k | 15k | 50.83 | |
| Teleflex Incorporated (TFX) | 0.1 | $775k | 5.6k | 138.19 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $772k | 5.4k | 142.22 | |
| Deere & Company (DE) | 0.1 | $772k | 1.6k | 469.35 | |
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.1 | $766k | 17k | 46.18 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $748k | 17k | 45.26 | |
| Pfizer (PFE) | 0.1 | $739k | 29k | 25.34 | |
| Travelers Companies (TRV) | 0.1 | $725k | 2.7k | 264.46 | |
| Carlyle Group (CG) | 0.0 | $685k | 16k | 43.59 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $671k | 18k | 38.31 | |
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $660k | 11k | 58.06 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $656k | 6.6k | 99.34 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.0 | $646k | 22k | 29.55 | |
| Caterpillar (CAT) | 0.0 | $645k | 2.0k | 329.80 | |
| Walt Disney Company (DIS) | 0.0 | $643k | 6.5k | 98.70 | |
| Southern Company (SO) | 0.0 | $640k | 7.0k | 91.95 | |
| Vanguard World Industrial Etf (VIS) | 0.0 | $639k | 2.6k | 247.55 | |
| Netflix (NFLX) | 0.0 | $605k | 649.00 | 932.53 | |
| O'reilly Automotive (ORLY) | 0.0 | $597k | 417.00 | 1432.58 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $591k | 2.2k | 274.84 | |
| Wells Fargo & Company (WFC) | 0.0 | $587k | 8.2k | 71.79 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $581k | 7.9k | 73.45 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $573k | 13k | 45.97 | |
| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $571k | 13k | 43.71 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $547k | 2.8k | 197.46 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $528k | 26k | 20.00 | |
| American Healthcare Reit Com Shs (AHR) | 0.0 | $526k | 17k | 30.30 | |
| Intuit (INTU) | 0.0 | $525k | 855.00 | 613.99 | |
| American Water Works (AWK) | 0.0 | $523k | 3.5k | 147.52 | |
| Mettler-Toledo International (MTD) | 0.0 | $522k | 442.00 | 1180.91 | |
| Kinsale Cap Group (KNSL) | 0.0 | $516k | 1.1k | 486.71 | |
| Wal-Mart Stores (WMT) | 0.0 | $506k | 5.8k | 87.79 | |
| Air Products & Chemicals (APD) | 0.0 | $506k | 1.7k | 294.92 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $497k | 903.00 | 550.03 | |
| Paypal Holdings (PYPL) | 0.0 | $489k | 7.5k | 65.25 | |
| Edwards Lifesciences (EW) | 0.0 | $482k | 6.6k | 72.48 | |
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $476k | 41k | 11.63 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $470k | 4.0k | 117.49 | |
| ConocoPhillips (COP) | 0.0 | $467k | 4.5k | 105.02 | |
| Advanced Micro Devices (AMD) | 0.0 | $465k | 4.5k | 102.74 | |
| American Tower Reit (AMT) | 0.0 | $460k | 2.1k | 217.60 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $451k | 2.0k | 227.92 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $450k | 4.1k | 110.17 | |
| Oracle Corporation (ORCL) | 0.0 | $444k | 3.2k | 139.81 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $438k | 3.2k | 135.68 | |
| Tesla Motors (TSLA) | 0.0 | $431k | 1.7k | 259.16 | |
| Fortune Brands (FBIN) | 0.0 | $428k | 7.0k | 60.88 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $426k | 778.00 | 548.12 | |
| TJX Companies (TJX) | 0.0 | $426k | 3.5k | 121.80 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $414k | 13k | 30.99 | |
| Seacoast Bkg Corp Fla Com New (SBCF) | 0.0 | $411k | 16k | 25.73 | |
| Qualcomm (QCOM) | 0.0 | $386k | 2.5k | 153.61 | |
| FedEx Corporation (FDX) | 0.0 | $380k | 1.6k | 243.78 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $377k | 3.8k | 97.95 | |
| McDonald's Corporation (MCD) | 0.0 | $375k | 1.2k | 312.37 | |
| Hubspot (HUBS) | 0.0 | $367k | 643.00 | 571.29 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $356k | 2.8k | 127.04 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $355k | 756.00 | 468.92 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $350k | 16k | 21.53 | |
| Norfolk Southern (NSC) | 0.0 | $345k | 1.5k | 236.85 | |
| Expedia Group Com New (EXPE) | 0.0 | $336k | 2.0k | 168.10 | |
| Dupont De Nemours (DD) | 0.0 | $322k | 4.3k | 74.68 | |
| Balchem Corporation (BCPC) | 0.0 | $318k | 1.9k | 166.00 | |
| Linde SHS (LIN) | 0.0 | $317k | 681.00 | 465.63 | |
| The Trade Desk Com Cl A (TTD) | 0.0 | $317k | 5.8k | 54.72 | |
| Verizon Communications (VZ) | 0.0 | $315k | 7.0k | 45.36 | |
| Servicenow (NOW) | 0.0 | $315k | 396.00 | 796.14 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $312k | 3.0k | 104.57 | |
| Ge Aerospace Com New (GE) | 0.0 | $309k | 1.5k | 200.20 | |
| Moody's Corporation (MCO) | 0.0 | $306k | 657.00 | 465.69 | |
| Axon Enterprise (AXON) | 0.0 | $304k | 577.00 | 525.95 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $294k | 4.3k | 68.56 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $293k | 1.5k | 190.58 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $292k | 1.7k | 172.74 | |
| Trane Technologies SHS (TT) | 0.0 | $292k | 866.00 | 336.92 | |
| Natwest Group Spons Adr (NWG) | 0.0 | $282k | 24k | 11.92 | |
| Kinder Morgan (KMI) | 0.0 | $280k | 9.8k | 28.53 | |
| Lowe's Companies (LOW) | 0.0 | $279k | 1.2k | 233.23 | |
| Msci (MSCI) | 0.0 | $277k | 490.00 | 565.52 | |
| At&t (T) | 0.0 | $259k | 9.2k | 28.28 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $258k | 2.6k | 100.62 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $257k | 4.8k | 53.52 | |
| Hess Midstream Cl A Shs (HESM) | 0.0 | $254k | 6.0k | 42.29 | |
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $252k | 5.0k | 50.33 | |
| Helios Technologies (HLIO) | 0.0 | $249k | 7.7k | 32.09 | |
| CVS Caremark Corporation (CVS) | 0.0 | $247k | 3.7k | 67.75 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $246k | 2.1k | 116.36 | |
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.0 | $239k | 5.5k | 43.43 | |
| Zscaler Incorporated (ZS) | 0.0 | $238k | 1.2k | 198.42 | |
| Cme (CME) | 0.0 | $238k | 896.00 | 265.29 | |
| Global X Fds Global X Silver (SIL) | 0.0 | $237k | 6.0k | 39.45 | |
| Metropcs Communications (TMUS) | 0.0 | $234k | 878.00 | 266.71 | |
| Cadence Design Systems (CDNS) | 0.0 | $233k | 916.00 | 254.33 | |
| Cisco Systems (CSCO) | 0.0 | $232k | 3.8k | 61.71 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $228k | 3.1k | 72.70 | |
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $227k | 29k | 7.76 | |
| General Dynamics Corporation (GD) | 0.0 | $223k | 818.00 | 272.58 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $222k | 1.7k | 132.46 | |
| Dex (DXCM) | 0.0 | $220k | 3.2k | 68.29 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $217k | 1.7k | 127.90 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $214k | 1.5k | 141.32 | |
| Corteva (CTVA) | 0.0 | $212k | 3.4k | 62.93 | |
| Colgate-Palmolive Company (CL) | 0.0 | $210k | 2.2k | 93.70 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $209k | 2.5k | 85.07 | |
| Sea Sponsord Ads (SE) | 0.0 | $208k | 1.6k | 130.49 | |
| Watsco, Incorporated (WSO) | 0.0 | $207k | 407.00 | 508.30 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $207k | 847.00 | 244.03 | |
| Us Bancorp Del Com New (USB) | 0.0 | $205k | 4.9k | 42.22 | |
| Starbucks Corporation (SBUX) | 0.0 | $205k | 2.1k | 98.09 | |
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $205k | 5.0k | 40.96 | |
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $205k | 12k | 16.90 | |
| Infosys Sponsored Adr (INFY) | 0.0 | $203k | 11k | 18.25 | |
| Kt Corp Sponsored Adr (KT) | 0.0 | $180k | 10k | 17.71 | |
| Ishares Msci Glb Slv&mtl (SLVP) | 0.0 | $159k | 11k | 14.99 | |
| Chimera Invt Corp Com Shs (CIM) | 0.0 | $151k | 12k | 12.83 | |
| Orla Mining LTD New F (ORLA) | 0.0 | $146k | 16k | 9.34 | |
| Beyond Air | 0.0 | $84k | 308k | 0.27 | |
| Grab Holdings Class A Ord (GRAB) | 0.0 | $82k | 18k | 4.53 |
