BALDWIN WEALTH PARTNERS LLC/MA Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$1.4B
Holdings
228
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (228 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $89.2M |
MSFTMICROSOFT CORP | $75.1M |
JBNDJ P MORGAN EXCHANGE TRADED F | $72.4M |
AMZNAMAZON COM INC | $67.1M |
GOOGLALPHABET INC | $56.5M |
NVDANVIDIA CORPORATION | $51.9M |
TIPISHARES TR | $50.9M |
VVISA INC | $44.2M |
COSTCOSTCO WHSL CORP NEW | $36.6M |
BXBLACKSTONE INC | $34.2M |
WMWASTE MGMT INC DEL | $31.9M |
AJGGALLAGHER ARTHUR J & CO | $27.6M |
KLACKLA CORP | $26.2M |
PEPPEPSICO INC | $25.2M |
OMFLINVESCO EXCH TRD SLF IDX FD | $23.7M |
JPMJPMORGAN CHASE & CO. | $23.1M |
URIUNITED RENTALS INC | $22.8M |
IBMINTERNATIONAL BUSINESS MACHS | $21.0M |
NEENEXTERA ENERGY INC | $20.9M |
ACNACCENTURE PLC IRELAND | $20.3M |
GQ9SPDR GOLD TR | $18.8M |
GRMNGARMIN LTD | $18.3M |
MRKMERCK & CO INC | $18.0M |
IAU*ISHARES GOLD TR | $17.9M |
ADBEADOBE INC | $17.9M |
FISVFISERV INC | $17.8M |
ADIANALOG DEVICES INC | $16.9M |
DHRDANAHER CORPORATION | $16.4M |
XOMEXXON MOBIL CORP | $16.3M |
UNPUNION PAC CORP | $15.4M |
COOCOOPER COS INC | $13.9M |
VGITVANGUARD SCOTTSDALE FDS | $13.6M |
SHWSHERWIN WILLIAMS CO | $13.5M |
ZTSZOETIS INC | $12.9M |
REGREGENCY CTRS CORP | $12.5M |
JNJJOHNSON & JOHNSON | $12.3M |
MARMARRIOTT INTL INC NEW | $12.1M |
CVXCHEVRON CORP NEW | $11.9M |
AMLPALPS ETF TR | $11.9M |
HONHONEYWELL INTL INC | $11.8M |
NVONOVO-NORDISK A S | $11.8M |
SPGIS&P GLOBAL INC | $10.3M |
CHDCHURCH & DWIGHT CO INC | $10.0M |
ULTAULTA BEAUTY INC | $9.8M |
PLDPROLOGIS INC. | $9.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $9.5M |
WATWATERS CORP | $9.4M |
IVVISHARES TR | $9.2M |
PGPROCTER AND GAMBLE CO | $8.9M |
EPDENTERPRISE PRODS PARTNERS L | $8.8M |
GOOGALPHABET INC | $8.5M |
SCHWSCHWAB CHARLES CORP | $8.0M |
ITWILLINOIS TOOL WKS INC | $7.4M |
BACBANK AMERICA CORP | $7.2M |
DOVDOVER CORP | $6.6M |
PAYXPAYCHEX INC | $5.8M |
AXSMAXSOME THERAPEUTICS INC | $5.8M |
ETENERGY TRANSFER L P | $5.0M |
ROPROPER TECHNOLOGIES INC | $4.7M |
NVSNNOVARTIS AG | $4.6M |
4I1PHILIP MORRIS INTL INC | $4.4M |
VRTXVERTEX PHARMACEUTICALS INC | $3.9M |
EOGEOG RES INC | $3.9M |
NVCTNUVECTIS PHARMA INC | $3.5M |
PSFCOHEN & STEERS SELECT PFD & | $3.4M |
ADPAUTOMATIC DATA PROCESSING IN | $3.3M |
VOOVANGUARD INDEX FDS | $3.3M |
METAMETA PLATFORMS INC | $3.2M |
MOALTRIA GROUP INC | $3.1M |
DCREDOUBLELINE ETF TRUST | $3.1M |
SYKSTRYKER CORPORATION | $3.0M |
VBRVANGUARD INDEX FDS | $3.0M |
MCXMCCORMICK & CO INC | $2.8M |
TDTORONTO DOMINION BK ONT | $2.8M |
KOCOCA COLA CO | $2.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.7M |
TRGPTARGA RES CORP | $2.5M |
SPYSPDR S&P 500 ETF TR | $2.2M |
GBCIGLACIER BANCORP INC NEW | $1.9M |
LLYELI LILLY & CO | $1.9M |
UBERUBER TECHNOLOGIES INC | $1.8M |
HCIHCI GROUP INC | $1.8M |
APOAPOLLO GLOBAL MGMT INC | $1.8M |
FASTFASTENAL CO | $1.7M |
LDPCOHEN & STEERS LTD DURATION | $1.7M |
OKEONEOK INC NEW | $1.7M |
ABBVABBVIE INC | $1.6M |
AVGOBROADCOM INC | $1.6M |
BLKBLACKROCK INC | $1.5M |
BKBANK NEW YORK MELLON CORP | $1.4M |
HDHOME DEPOT INC | $1.4M |
EMREMERSON ELEC CO | $1.4M |
AMGNAMGEN INC | $1.2M |
GBILGOLDMAN SACHS ETF TR | $1.2M |
RMERESMED INC | $1.2M |
IWMISHARES TR | $1.1M |
VIGVANGUARD SPECIALIZED FUNDS | $1.1M |
FTGCFIRST TR EXCHANGE TRAD FD VI | $1.0M |
XLESELECT SECTOR SPDR TR | $1.0M |
HIFSHINGHAM INSTN SVGS MASS | $992K |
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