Baldwin Wealth Partners as of Dec. 31, 2025
Portfolio Holdings for Baldwin Wealth Partners
Baldwin Wealth Partners holds 242 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 6.9 | $108M | 346k | 313.00 | |
| Apple (AAPL) | 6.6 | $103M | 378k | 271.86 | |
| NVIDIA Corporation (NVDA) | 5.7 | $89M | 477k | 186.50 | |
| Microsoft Corporation (MSFT) | 5.2 | $81M | 167k | 483.62 | |
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 5.0 | $79M | 1.5M | 54.07 | |
| Amazon (AMZN) | 5.0 | $78M | 337k | 230.82 | |
| Ishares Tr Tips Bd Etf (TIP) | 3.2 | $51M | 460k | 109.91 | |
| Visa Com Cl A (V) | 2.7 | $42M | 120k | 350.71 | |
| Kla Corp Com New (KLAC) | 2.4 | $37M | 31k | 1215.09 | |
| Blackstone Group Inc Com Cl A (BX) | 2.3 | $36M | 233k | 154.14 | |
| Costco Wholesale Corporation (COST) | 2.1 | $32M | 37k | 862.35 | |
| Spdr Gold Tr Gold Shs (GLD) | 2.0 | $32M | 80k | 396.31 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $31M | 96k | 322.22 | |
| United Rentals (URI) | 1.9 | $29M | 36k | 809.32 | |
| Waste Management (WM) | 1.9 | $29M | 132k | 219.71 | |
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 1.8 | $28M | 455k | 61.13 | |
| International Business Machines (IBM) | 1.6 | $25M | 84k | 296.21 | |
| Ishares Gold Tr Ishares New (IAU) | 1.5 | $24M | 294k | 81.17 | |
| Nextera Energy (NEE) | 1.5 | $23M | 286k | 80.28 | |
| Arthur J. Gallagher & Co. (AJG) | 1.3 | $20M | 76k | 258.79 | |
| Analog Devices (ADI) | 1.2 | $18M | 68k | 271.20 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $18M | 57k | 313.80 | |
| Danaher Corporation (DHR) | 1.1 | $18M | 78k | 228.92 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.1 | $17M | 16k | 1069.85 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.0 | $16M | 27k | 605.01 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $16M | 60k | 268.30 | |
| Garmin SHS (GRMN) | 1.0 | $16M | 79k | 202.85 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $15M | 127k | 120.34 | |
| Union Pacific Corporation (UNP) | 1.0 | $15M | 65k | 231.32 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.0 | $15M | 249k | 59.93 | |
| Marriott Intl Cl A (MAR) | 0.9 | $15M | 48k | 310.24 | |
| Johnson & Johnson (JNJ) | 0.9 | $14M | 67k | 206.95 | |
| Intuit (INTU) | 0.8 | $13M | 19k | 662.41 | |
| Sherwin-Williams Company (SHW) | 0.8 | $12M | 38k | 324.03 | |
| Regency Centers Corporation (REG) | 0.7 | $11M | 159k | 69.03 | |
| Chevron Corporation (CVX) | 0.7 | $11M | 71k | 152.42 | |
| S&p Global (SPGI) | 0.7 | $11M | 20k | 522.58 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $11M | 15k | 684.95 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.6 | $10M | 215k | 47.02 | |
| Quanta Services (PWR) | 0.6 | $10M | 24k | 422.06 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $9.5M | 95k | 99.91 | |
| Otis Worldwide Corp (OTIS) | 0.6 | $9.5M | 108k | 87.35 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $8.9M | 18k | 502.65 | |
| Axsome Therapeutics (AXSM) | 0.6 | $8.9M | 49k | 182.64 | |
| Ptc (PTC) | 0.6 | $8.8M | 51k | 174.21 | |
| Waters Corporation (WAT) | 0.6 | $8.7M | 23k | 379.83 | |
| Bank of America Corporation (BAC) | 0.5 | $8.0M | 146k | 55.00 | |
| Enterprise Products Partners (EPD) | 0.5 | $7.8M | 243k | 32.06 | |
| Church & Dwight (CHD) | 0.5 | $7.3M | 87k | 83.85 | |
| Dover Corporation (DOV) | 0.5 | $7.1M | 37k | 195.24 | |
| AutoZone (AZO) | 0.5 | $7.1M | 2.1k | 3391.50 | |
| Illinois Tool Works (ITW) | 0.4 | $6.7M | 27k | 246.30 | |
| Procter & Gamble Company (PG) | 0.4 | $6.6M | 46k | 143.31 | |
| Veeva Sys Cl A Com (VEEV) | 0.4 | $5.5M | 25k | 223.23 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.3 | $5.3M | 53k | 99.94 | |
| Merck & Co (MRK) | 0.3 | $4.5M | 43k | 105.26 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $4.5M | 32k | 137.87 | |
| Philip Morris International (PM) | 0.3 | $4.3M | 27k | 160.40 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $4.2M | 258k | 16.49 | |
| Fiserv (FI) | 0.3 | $3.9M | 59k | 67.17 | |
| Paychex (PAYX) | 0.2 | $3.9M | 35k | 112.18 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $3.8M | 6.1k | 627.13 | |
| Pepsi (PEP) | 0.2 | $3.7M | 26k | 143.52 | |
| Meta Platforms Cl A (META) | 0.2 | $3.7M | 5.6k | 660.09 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $3.5M | 7.8k | 453.36 | |
| Cohen & Steers Slt Pfd Incm (PSF) | 0.2 | $3.4M | 169k | 20.28 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $3.3M | 16k | 211.80 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $3.3M | 35k | 94.20 | |
| EOG Resources (EOG) | 0.2 | $3.0M | 28k | 105.01 | |
| Broadcom (AVGO) | 0.2 | $3.0M | 8.6k | 346.10 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $2.9M | 8.4k | 349.99 | |
| Nuvectis Pharma (NVCT) | 0.2 | $2.9M | 390k | 7.55 | |
| Automatic Data Processing (ADP) | 0.2 | $2.7M | 11k | 257.23 | |
| Altria (MO) | 0.2 | $2.7M | 48k | 57.66 | |
| Doubleline Etf Trust Commercial Real (DCRE) | 0.2 | $2.7M | 52k | 51.90 | |
| Stryker Corporation (SYK) | 0.2 | $2.7M | 7.6k | 351.47 | |
| Coca-Cola Company (KO) | 0.2 | $2.6M | 37k | 69.91 | |
| Eli Lilly & Co. (LLY) | 0.2 | $2.5M | 2.3k | 1074.68 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.4M | 3.6k | 681.92 | |
| Targa Res Corp (TRGP) | 0.1 | $2.3M | 13k | 184.50 | |
| Uber Technologies (UBER) | 0.1 | $2.3M | 28k | 81.71 | |
| Roper Industries (ROP) | 0.1 | $2.3M | 5.1k | 445.16 | |
| Baidu Spon Adr Rep A (BIDU) | 0.1 | $2.3M | 17k | 130.66 | |
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.1 | $2.2M | 34k | 65.51 | |
| Hci (HCI) | 0.1 | $2.2M | 11k | 191.69 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $2.1M | 25k | 85.77 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $2.0M | 18k | 116.09 | |
| Glacier Ban (GBCI) | 0.1 | $1.9M | 44k | 44.05 | |
| Apollo Global Mgmt (APO) | 0.1 | $1.9M | 13k | 144.76 | |
| Abbvie (ABBV) | 0.1 | $1.7M | 7.6k | 228.49 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.7M | 27k | 64.42 | |
| Emerson Electric (EMR) | 0.1 | $1.7M | 13k | 132.72 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.1 | $1.7M | 32k | 52.64 | |
| Blackrock (BLK) | 0.1 | $1.6M | 1.5k | 1070.34 | |
| Prologis (PLD) | 0.1 | $1.5M | 12k | 127.66 | |
| Fastenal Company (FAST) | 0.1 | $1.5M | 36k | 40.13 | |
| Lineage (LINE) | 0.1 | $1.4M | 41k | 35.00 | |
| Global X Fds Global X Silver (SIL) | 0.1 | $1.4M | 17k | 83.52 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | 2.4k | 579.34 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $1.4M | 20k | 68.11 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.4M | 5.5k | 246.16 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.3M | 21k | 62.47 | |
| Advanced Micro Devices (AMD) | 0.1 | $1.3M | 6.0k | 214.16 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.2M | 5.5k | 219.78 | |
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.2M | 23k | 50.88 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $1.1M | 66k | 16.74 | |
| Servicetitan Shs Cl A (TTAN) | 0.1 | $1.1M | 10k | 106.50 | |
| Eaton Corp SHS (ETN) | 0.1 | $1.1M | 3.4k | 318.51 | |
| Home Depot (HD) | 0.1 | $1.1M | 3.1k | 344.10 | |
| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.1 | $1.1M | 50k | 21.17 | |
| Caterpillar (CAT) | 0.1 | $1.1M | 1.8k | 572.87 | |
| Oneok (OKE) | 0.1 | $1.0M | 14k | 73.50 | |
| Amgen (AMGN) | 0.1 | $1.0M | 3.1k | 327.31 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.0M | 19k | 53.76 | |
| Honeywell International (HON) | 0.1 | $960k | 4.9k | 195.09 | |
| ResMed (RMD) | 0.1 | $953k | 4.0k | 240.87 | |
| Hingham Institution for Savings (HIFS) | 0.1 | $936k | 3.3k | 283.96 | |
| Carlyle Group (CG) | 0.1 | $929k | 16k | 59.11 | |
| Tesla Motors (TSLA) | 0.1 | $882k | 2.0k | 449.72 | |
| Tc Energy Corp (TRP) | 0.1 | $876k | 16k | 55.02 | |
| Abbott Laboratories (ABT) | 0.1 | $870k | 6.9k | 125.29 | |
| Canadian Natl Ry (CNI) | 0.1 | $861k | 8.7k | 98.85 | |
| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $851k | 26k | 32.47 | |
| Travelers Companies (TRV) | 0.1 | $788k | 2.7k | 290.06 | |
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.1 | $785k | 34k | 23.23 | |
| Vanguard World Industrial Etf (VIS) | 0.0 | $771k | 2.6k | 298.38 | |
| Stock Yards Ban (SYBT) | 0.0 | $765k | 12k | 64.95 | |
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $756k | 6.6k | 114.50 | |
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.0 | $748k | 16k | 46.37 | |
| Walt Disney Company (DIS) | 0.0 | $720k | 6.3k | 113.77 | |
| Pfizer (PFE) | 0.0 | $719k | 29k | 24.90 | |
| Global Partners Com Units (GLP) | 0.0 | $712k | 17k | 41.85 | |
| Series Portfolios Tr Eldridge Bbb B (CLOZ) | 0.0 | $678k | 26k | 26.48 | |
| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $674k | 18k | 38.48 | |
| Global X Fds Global X Uranium (URA) | 0.0 | $670k | 16k | 42.73 | |
| Global X Fds Global X Copper (COPX) | 0.0 | $668k | 9.3k | 71.79 | |
| Deere & Company (DE) | 0.0 | $665k | 1.4k | 465.57 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $665k | 2.0k | 335.27 | |
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $662k | 5.5k | 119.41 | |
| Wal-Mart Stores (WMT) | 0.0 | $651k | 5.8k | 111.41 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $645k | 3.4k | 190.99 | |
| Bwx Technologies (BWXT) | 0.0 | $640k | 3.7k | 172.84 | |
| Oracle Corporation (ORCL) | 0.0 | $633k | 3.2k | 194.91 | |
| Progressive Corporation (PGR) | 0.0 | $631k | 2.8k | 227.72 | |
| Southern Company (SO) | 0.0 | $625k | 7.2k | 87.20 | |
| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $605k | 13k | 46.29 | |
| O'reilly Automotive (ORLY) | 0.0 | $571k | 6.3k | 91.21 | |
| American Healthcare Reit Com Shs (AHR) | 0.0 | $570k | 12k | 47.06 | |
| Wells Fargo & Company (WFC) | 0.0 | $569k | 6.1k | 93.20 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $548k | 4.0k | 136.94 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $533k | 5.3k | 100.89 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $531k | 22k | 23.69 | |
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $517k | 9.9k | 52.41 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $501k | 3.5k | 144.16 | |
| Seacoast Bkg Corp Fla Com New (SBCF) | 0.0 | $493k | 16k | 31.42 | |
| Amplify Etf Tr Amplify Junior S (SILJ) | 0.0 | $487k | 18k | 27.67 | |
| American Water Works (AWK) | 0.0 | $463k | 3.5k | 130.50 | |
| Teleflex Incorporated (TFX) | 0.0 | $452k | 3.7k | 122.04 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $451k | 6.1k | 74.07 | |
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $450k | 3.2k | 139.16 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $437k | 2.6k | 171.18 | |
| ConocoPhillips (COP) | 0.0 | $435k | 4.6k | 93.61 | |
| Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX) | 0.0 | $428k | 10k | 42.64 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $427k | 3.8k | 113.78 | |
| Air Products & Chemicals (APD) | 0.0 | $423k | 1.7k | 247.02 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $423k | 741.00 | 570.88 | |
| Mettler-Toledo International (MTD) | 0.0 | $416k | 298.00 | 1394.19 | |
| TJX Companies (TJX) | 0.0 | $414k | 2.7k | 153.61 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $406k | 661.00 | 614.31 | |
| Qualcomm (QCOM) | 0.0 | $404k | 2.4k | 171.05 | |
| Paypal Holdings (PYPL) | 0.0 | $400k | 6.9k | 58.38 | |
| Orla Mining LTD New F (ORLA) | 0.0 | $400k | 30k | 13.47 | |
| Vaneck Etf Trust Rare Earth And S (REMX) | 0.0 | $397k | 5.4k | 73.92 | |
| Norfolk Southern (NSC) | 0.0 | $392k | 1.4k | 288.72 | |
| American Tower Reit (AMT) | 0.0 | $385k | 2.2k | 175.57 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $385k | 21k | 17.96 | |
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $380k | 41k | 9.28 | |
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $379k | 8.5k | 44.71 | |
| Ge Aerospace Com New (GE) | 0.0 | $374k | 1.2k | 308.14 | |
| Edwards Lifesciences (EW) | 0.0 | $371k | 4.4k | 85.25 | |
| Te Connectivity Ord Shs (TEL) | 0.0 | $369k | 1.6k | 227.51 | |
| Ishares Msci Glb Slv&mtl (SLVP) | 0.0 | $364k | 11k | 34.27 | |
| Ishares Msci Japan Etf (EWJ) | 0.0 | $347k | 4.3k | 80.74 | |
| At&t (T) | 0.0 | $340k | 14k | 24.84 | |
| Trane Technologies SHS (TT) | 0.0 | $337k | 866.00 | 389.20 | |
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $337k | 35k | 9.65 | |
| Moody's Corporation (MCO) | 0.0 | $336k | 657.00 | 510.85 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $335k | 1.8k | 185.56 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $331k | 570.00 | 580.71 | |
| Fortune Brands (FBIN) | 0.0 | $331k | 6.6k | 50.02 | |
| UnitedHealth (UNH) | 0.0 | $330k | 998.00 | 330.11 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $329k | 2.7k | 120.18 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $329k | 1.8k | 177.75 | |
| Kinder Morgan (KMI) | 0.0 | $323k | 12k | 27.49 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $322k | 1.8k | 183.40 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $309k | 1.5k | 212.07 | |
| Spdr Series Trust State Street Spd (XME) | 0.0 | $306k | 3.0k | 103.61 | |
| Verizon Communications (VZ) | 0.0 | $305k | 7.5k | 40.73 | |
| McDonald's Corporation (MCD) | 0.0 | $304k | 995.00 | 305.63 | |
| Linde SHS (LIN) | 0.0 | $303k | 711.00 | 426.40 | |
| Kinsale Cap Group (KNSL) | 0.0 | $297k | 760.00 | 391.12 | |
| Sap Se Spon Adr (SAP) | 0.0 | $296k | 1.2k | 242.91 | |
| 3M Company (MMM) | 0.0 | $296k | 1.8k | 160.10 | |
| FedEx Corporation (FDX) | 0.0 | $289k | 1.0k | 288.86 | |
| Cadence Design Systems (CDNS) | 0.0 | $286k | 916.00 | 312.58 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $283k | 5.2k | 54.71 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $282k | 2.8k | 101.40 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $282k | 11k | 26.23 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $282k | 2.6k | 106.70 | |
| General Dynamics Corporation (GD) | 0.0 | $275k | 818.00 | 336.66 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $275k | 5.5k | 50.29 | |
| Morgan Stanley Com New (MS) | 0.0 | $272k | 1.5k | 177.53 | |
| Natwest Group Spons Adr (NWG) | 0.0 | $272k | 16k | 17.50 | |
| Netflix (NFLX) | 0.0 | $264k | 2.8k | 93.76 | |
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.0 | $259k | 3.6k | 71.45 | |
| Goldman Sachs (GS) | 0.0 | $258k | 294.00 | 879.00 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $256k | 4.8k | 53.37 | |
| Agnico (AEM) | 0.0 | $254k | 1.5k | 169.53 | |
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $252k | 5.0k | 50.32 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $251k | 530.00 | 473.30 | |
| Sea Sponsord Ads (SE) | 0.0 | $251k | 2.0k | 127.57 | |
| Spdr Series Trust State Street Spd (XBI) | 0.0 | $250k | 2.1k | 121.93 | |
| Cisco Systems (CSCO) | 0.0 | $248k | 3.2k | 77.03 | |
| Ge Vernova (GEV) | 0.0 | $247k | 378.00 | 653.57 | |
| Lowe's Companies (LOW) | 0.0 | $238k | 988.00 | 241.16 | |
| Corteva (CTVA) | 0.0 | $235k | 3.5k | 67.03 | |
| IDEXX Laboratories (IDXX) | 0.0 | $235k | 347.00 | 676.53 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $234k | 1.4k | 168.77 | |
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $234k | 6.1k | 38.29 | |
| Us Bancorp Del Com New (USB) | 0.0 | $233k | 4.4k | 53.36 | |
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $227k | 2.3k | 100.34 | |
| Cummins (CMI) | 0.0 | $224k | 439.00 | 510.45 | |
| Cme (CME) | 0.0 | $222k | 811.00 | 273.08 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $217k | 2.0k | 109.61 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $211k | 3.2k | 66.00 | |
| White Mountains Insurance Gp (WTM) | 0.0 | $208k | 100.00 | 2078.03 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $208k | 1.0k | 198.62 | |
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $205k | 12k | 16.95 | |
| United Natural Foods (UNFI) | 0.0 | $202k | 6.0k | 33.67 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $118k | 22k | 5.30 | |
| Grab Holdings Class A Ord (GRAB) | 0.0 | $66k | 13k | 4.99 | |
| Beyond Air Com New (XAIR) | 0.0 | $11k | 15k | 0.73 |
