BALDWIN WEALTH PARTNERS LLC/MA Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$1.4T
Holdings
228
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (228 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 401,625 | $89.2B | 6.26% | |
| 2 | MSFTMICROSOFT CORP | 199,953 | $75.1B | 5.27% | |
| 3 | JBNDJ P MORGAN EXCHANGE TRADED F | 1,352,137 | $72.4B | 5.08% | |
| 4 | AMZNAMAZON COM INC | 352,752 | $67.1B | 4.71% | |
| 5 | GOOGLALPHABET INC | 365,321 | $56.5B | 3.96% | |
| 6 | NVDANVIDIA CORPORATION | 479,269 | $51.9B | 3.64% | |
| 7 | TIPISHARES TR | 458,115 | $50.9B | 3.57% | |
| 8 | VVISA INC | 126,062 | $44.2B | 3.10% | |
| 9 | COSTCOSTCO WHSL CORP NEW | 38,662 | $36.6B | 2.57% | |
| 10 | BXBLACKSTONE INC | 244,450 | $34.2B | 2.40% | |
| 11 | WMWASTE MGMT INC DEL | 137,698 | $31.9B | 2.24% | |
| 12 | AJGGALLAGHER ARTHUR J & CO | 79,824 | $27.6B | 1.93% | |
| 13 | KLACKLA CORP | 38,578 | $26.2B | 1.84% | |
| 14 | PEPPEPSICO INC | 168,072 | $25.2B | 1.77% | |
| 15 | OMFLINVESCO EXCH TRD SLF IDX FD | 443,925 | $23.7B | 1.66% | |
| 16 | JPMJPMORGAN CHASE & CO. | 94,046 | $23.1B | 1.62% | |
| 17 | URIUNITED RENTALS INC | 36,372 | $22.8B | 1.60% | |
| 18 | IBMINTERNATIONAL BUSINESS MACHS | 84,501 | $21.0B | 1.47% | |
| 19 | NEENEXTERA ENERGY INC | 294,608 | $20.9B | 1.47% | |
| 20 | ACNACCENTURE PLC IRELAND | 65,062 | $20.3B | 1.42% | |
| 21 | GQ9SPDR GOLD TR | 65,300 | $18.8B | 1.32% | |
| 22 | GRMNGARMIN LTD | 84,342 | $18.3B | 1.28% | |
| 23 | MRKMERCK & CO INC | 200,550 | $18.0B | 1.26% | |
| 24 | IAU*ISHARES GOLD TR | 303,420 | $17.9B | 1.25% | |
| 25 | ADBEADOBE INC | 46,552 | $17.9B | 1.25% | |
| 26 | FISVFISERV INC | 80,567 | $17.8B | 1.25% | |
| 27 | ADIANALOG DEVICES INC | 83,729 | $16.9B | 1.18% | |
| 28 | DHRDANAHER CORPORATION | 80,080 | $16.4B | 1.15% | |
| 29 | XOMEXXON MOBIL CORP | 136,758 | $16.3B | 1.14% | |
| 30 | UNPUNION PAC CORP | 65,214 | $15.4B | 1.08% | |
| 31 | COOCOOPER COS INC | 164,581 | $13.9B | 0.97% | |
| 32 | VGITVANGUARD SCOTTSDALE FDS | 229,246 | $13.6B | 0.96% | |
| 33 | SHWSHERWIN WILLIAMS CO | 38,709 | $13.5B | 0.95% | |
| 34 | ZTSZOETIS INC | 78,107 | $12.9B | 0.90% | |
| 35 | REGREGENCY CTRS CORP | 169,161 | $12.5B | 0.88% | |
| 36 | JNJJOHNSON & JOHNSON | 73,918 | $12.3B | 0.86% | |
| 37 | MARMARRIOTT INTL INC NEW | 50,889 | $12.1B | 0.85% | |
| 38 | CVXCHEVRON CORP NEW | 71,410 | $11.9B | 0.84% | |
| 39 | AMLPALPS ETF TR | 228,198 | $11.9B | 0.83% | |
| 40 | HONHONEYWELL INTL INC | 55,875 | $11.8B | 0.83% | |
| 41 | NVONOVO-NORDISK A S | 169,516 | $11.8B | 0.83% | |
| 42 | SPGIS&P GLOBAL INC | 20,230 | $10.3B | 0.72% | |
| 43 | CHDCHURCH & DWIGHT CO INC | 90,846 | $10.0B | 0.70% | |
| 44 | ULTAULTA BEAUTY INC | 26,691 | $9.8B | 0.69% | |
| 45 | PLDPROLOGIS INC. | 87,430 | $9.8B | 0.69% | |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,852 | $9.5B | 0.67% | |
| 47 | WATWATERS CORP | 25,513 | $9.4B | 0.66% | |
| 48 | IVVISHARES TR | 16,373 | $9.2B | 0.65% | |
| 49 | PGPROCTER AND GAMBLE CO | 52,269 | $8.9B | 0.62% | |
| 50 | EPDENTERPRISE PRODS PARTNERS L | 258,824 | $8.8B | 0.62% | |
| 51 | GOOGALPHABET INC | 54,408 | $8.5B | 0.60% | |
| 52 | SCHWSCHWAB CHARLES CORP | 101,868 | $8.0B | 0.56% | |
| 53 | ITWILLINOIS TOOL WKS INC | 29,708 | $7.4B | 0.52% | |
| 54 | BACBANK AMERICA CORP | 172,129 | $7.2B | 0.50% | |
| 55 | DOVDOVER CORP | 37,471 | $6.6B | 0.46% | |
| 56 | PAYXPAYCHEX INC | 37,612 | $5.8B | 0.41% | |
| 57 | AXSMAXSOME THERAPEUTICS INC | 49,570 | $5.8B | 0.41% | |
| 58 | ETENERGY TRANSFER L P | 268,753 | $5.0B | 0.35% | |
| 59 | ROPROPER TECHNOLOGIES INC | 7,943 | $4.7B | 0.33% | |
| 60 | NVSNNOVARTIS AG | 41,420 | $4.6B | 0.32% | |
| 61 | 4I1PHILIP MORRIS INTL INC | 27,592 | $4.4B | 0.31% | |
| 62 | VRTXVERTEX PHARMACEUTICALS INC | 8,119 | $3.9B | 0.28% | |
| 63 | EOGEOG RES INC | 30,469 | $3.9B | 0.27% | |
| 64 | NVCTNUVECTIS PHARMA INC | 358,461 | $3.5B | 0.25% | |
| 65 | PSFCOHEN & STEERS SELECT PFD & | 170,105 | $3.4B | 0.24% | |
| 66 | ADPAUTOMATIC DATA PROCESSING IN | 10,944 | $3.3B | 0.23% | |
| 67 | VOOVANGUARD INDEX FDS | 6,365 | $3.3B | 0.23% | |
| 68 | METAMETA PLATFORMS INC | 5,502 | $3.2B | 0.22% | |
| 69 | MOALTRIA GROUP INC | 51,439 | $3.1B | 0.22% | |
| 70 | DCREDOUBLELINE ETF TRUST | 58,937 | $3.1B | 0.21% | |
| 71 | SYKSTRYKER CORPORATION | 8,140 | $3.0B | 0.21% | |
| 72 | VBRVANGUARD INDEX FDS | 15,877 | $3.0B | 0.21% | |
| 73 | MCXMCCORMICK & CO INC | 33,965 | $2.8B | 0.20% | |
| 74 | TDTORONTO DOMINION BK ONT | 46,375 | $2.8B | 0.20% | |
| 75 | KOCOCA COLA CO | 38,743 | $2.8B | 0.19% | |
| 76 | TMOTHERMO FISHER SCIENTIFIC INC | 5,490 | $2.7B | 0.19% | |
| 77 | TRGPTARGA RES CORP | 12,661 | $2.5B | 0.18% | |
| 78 | SPYSPDR S&P 500 ETF TR | 3,954 | $2.2B | 0.16% | |
| 79 | GBCIGLACIER BANCORP INC NEW | 43,820 | $1.9B | 0.14% | |
| 80 | LLYELI LILLY & CO | 2,277 | $1.9B | 0.13% | |
| 81 | UBERUBER TECHNOLOGIES INC | 25,271 | $1.8B | 0.13% | |
| 82 | HCIHCI GROUP INC | 12,234 | $1.8B | 0.13% | |
| 83 | APOAPOLLO GLOBAL MGMT INC | 13,180 | $1.8B | 0.13% | |
| 84 | FASTFASTENAL CO | 22,158 | $1.7B | 0.12% | |
| 85 | LDPCOHEN & STEERS LTD DURATION | 82,150 | $1.7B | 0.12% | |
| 86 | OKEONEOK INC NEW | 16,839 | $1.7B | 0.12% | |
| 87 | ABBVABBVIE INC | 7,758 | $1.6B | 0.11% | |
| 88 | AVGOBROADCOM INC | 9,549 | $1.6B | 0.11% | |
| 89 | BLKBLACKROCK INC | 1,545 | $1.5B | 0.10% | |
| 90 | BKBANK NEW YORK MELLON CORP | 17,177 | $1.4B | 0.10% | |
| 91 | HDHOME DEPOT INC | 3,789 | $1.4B | 0.10% | |
| 92 | EMREMERSON ELEC CO | 12,630 | $1.4B | 0.10% | |
| 93 | AMGNAMGEN INC | 3,918 | $1.2B | 0.09% | |
| 94 | GBILGOLDMAN SACHS ETF TR | 11,895 | $1.2B | 0.08% | |
| 95 | RMERESMED INC | 5,237 | $1.2B | 0.08% | |
| 96 | IWMISHARES TR | 5,609 | $1.1B | 0.08% | |
| 97 | VIGVANGUARD SPECIALIZED FUNDS | 5,500 | $1.1B | 0.07% | |
| 98 | FTGCFIRST TR EXCHANGE TRAD FD VI | 41,006 | $1.0B | 0.07% | |
| 99 | XLESELECT SECTOR SPDR TR | 10,995 | $1.0B | 0.07% | |
| 100 | HIFSHINGHAM INSTN SVGS MASS | 4,173 | $992.3M | 0.07% |
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