BALDWIN WEALTH PARTNERS LLC/MA Q2 2024 Filing

Filed July 12, 2024

Portfolio Value

$1.3B

Holdings

798

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (798 positions)

StockValue
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$68K
XEXGXEATON VANCE TAX-MANAGED GLOB
$68K
FLNGFLEX LNG LTD
$68K
MSMMSC INDL DIRECT INC
$67K
URAGLOBAL X FDS
$67K
AGNCAGNC INVT CORP
$67K
SCHVSCHWAB STRATEGIC TR
$66K
IHIISHARES TR
$66K
OREALTY INCOME CORP
$65K
IPGPIPG PHOTONICS CORP
$64K
APY1EURCHAMPIONX CORPORATION
$64K
EEMXSPDR INDEX SHS FDS
$64K
GHIGREYSTONE HOUSING IMPACT INV
$64K
RABROOKFIELD REAL ASSETS INCOM
$64K
USRTISHARES TR
$64K
DLSWISDOMTREE TR
$63K
EBCEASTERN BANKSHARES INC
$63K
SONSONOCO PRODS CO
$62K
IGSBISHARES TR
$61K
CSXCSX CORP
$60K
IXJISHARES TR
$60K
JCPBJ P MORGAN EXCHANGE TRADED F
$60K
TXNTEXAS INSTRS INC
$59K
AQLTISHARES TR
$58K
EWAISHARES INC
$58K
CRMSALESFORCE INC
$58K
QTECFIRST TR NASDAQ 100 TECH IND
$58K
BABAALIBABA GROUP HLDG LTD
$58K
STTSTATE STR CORP
$57K
PDIPIMCO DYNAMIC INCOME FD
$56K
OTISOTIS WORLDWIDE CORP
$55K
IPARINTER PARFUMS INC
$55K
LITGLOBAL X FDS
$55K
BITBBITWISE BITCOIN ETF TR
$55K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$55K
IEMGISHARES INC
$54K
FNVFRANCO NEV CORP
$53K
GBTCGRAYSCALE BITCOIN TR BTC
$53K
MGNIMAGNITE INC
$53K
HTDHANCOCK JOHN TAX-ADVANTAGED
$53K
MLB1MERCADOLIBRE INC
$53K
MIGAMICROSTRATEGY INC
$52K
WCNWASTE CONNECTIONS INC
$52K
SPYDSPDR SER TR
$52K
AFLAFLAC INC
$52K
UTLUNITIL CORP
$52K
UTFCOHEN & STEERS INFRASTRUCTUR
$51K
REMXVANECK ETF TRUST
$51K
CHRCHURCHILL DOWNS INC
$50K
BALLBALL CORP
$50K
SILGLOBAL X FDS
$50K
BF/BBROWN FORMAN CORP
$50K
COPXGLOBAL X FDS
$50K
FXYINVESCO CURRENCYSHARES JAPAN
$49K
VCSHVANGUARD SCOTTSDALE FDS
$49K
BB3BROOKLINE BANCORP INC DEL
$49K
ALSALLSTATE CORP
$49K
CDWCDW CORP
$49K
OMFONEMAIN HLDGS INC
$48K
SRESEMPRA
$48K
INDBINDEPENDENT BK CORP MASS
$48K
CBCHUBB LIMITED
$47K
AGIALAMOS GOLD INC NEW
$47K
IIPRINNOVATIVE INDL PPTYS INC
$46K
WASHWASHINGTON TR BANCORP INC
$45K
FSKFS KKR CAP CORP
$45K
FITBFIFTH THIRD BANCORP
$45K
ETNEATON CORP PLC
$44K
XOPSPDR SER TR
$44K
PBRPETROLEO BRASILEIRO SA PETRO
$43K
UTHUNITED THERAPEUTICS CORP DEL
$43K
IRDMIRIDIUM COMMUNICATIONS INC
$43K
MBCMASTERBRAND INC
$42K
DSIISHARES TR
$42K
APAMARTISAN PARTNERS ASSET MGMT
$41K
KIOKKR INCOME OPPORTUNITIES FD
$41K
CMGCHIPOTLE MEXICAN GRILL INC
$41K
ALBALBEMARLE CORP
$40K
SLYGSPDR SER TR
$40K
IDXXIDEXX LABS INC
$40K
BSXBOSTON SCIENTIFIC CORP
$39K
MCNMADISON COVERED CALL & EQUIT
$38K
GEVGE VERNOVA INC
$38K
SLBSCHLUMBERGER LTD
$38K
DSLDOUBLELINE INCOME SOLUTIONS
$38K
ZROZPIMCO ETF TR
$38K
NRIMNORTHRIM BANCORP INC
$37K
VNQVANGUARD INDEX FDS
$37K
VBKVANGUARD INDEX FDS
$37K
MLPAGLOBAL X FDS
$36K
FNXFIRST TR MID CAP CORE ALPHAD
$36K
PAYCPAYCOM SOFTWARE INC
$36K
ULUNILEVER PLC
$36K
DWDMORGAN STANLEY
$36K
QYLDGLOBAL X FDS
$35K
KEYKEYCORP
$35K
XLVSELECT SECTOR SPDR TR
$35K
BXMTBLACKSTONE MTG TR INC
$35K
FMATFIDELITY COVINGTON TRUST
$35K
SYYSYSCO CORP
$34K
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