BALDWIN WEALTH PARTNERS LLC/MA Q2 2025 Filing
Filed July 24, 2025
Portfolio Value
$1.5T
Holdings
218
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (218 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 171,265 | $85.2B | 5.79% | |
| 2 | AAPLAPPLE INC | 394,491 | $80.9B | 5.50% | |
| 3 | AMZNAMAZON COM INC | 343,956 | $75.5B | 5.12% | |
| 4 | JBNDJ P MORGAN EXCHANGE TRADED F | 1,343,741 | $72.0B | 4.89% | |
| 5 | NVDANVIDIA CORPORATION | 447,984 | $70.8B | 4.81% | |
| 6 | GOOGLALPHABET INC | 357,736 | $63.0B | 4.28% | |
| 7 | TIPISHARES TR | 457,224 | $50.3B | 3.42% | |
| 8 | VVISA INC | 123,989 | $44.0B | 2.99% | |
| 9 | COSTCOSTCO WHSL CORP NEW | 38,294 | $37.9B | 2.57% | |
| 10 | BXBLACKSTONE INC | 238,004 | $35.6B | 2.42% | |
| 11 | KLACKLA CORP | 38,135 | $34.2B | 2.32% | |
| 12 | WMWASTE MGMT INC DEL | 137,375 | $31.4B | 2.13% | |
| 13 | URIUNITED RENTALS INC | 36,314 | $27.4B | 1.86% | |
| 14 | JPMJPMORGAN CHASE & CO. | 94,334 | $27.3B | 1.86% | |
| 15 | OMFLINVESCO EXCH TRD SLF IDX FD | 449,830 | $26.0B | 1.77% | |
| 16 | AJGGALLAGHER ARTHUR J & CO | 78,717 | $25.2B | 1.71% | |
| 17 | IBMINTERNATIONAL BUSINESS MACHS | 84,256 | $24.8B | 1.69% | |
| 18 | PEPPEPSICO INC | 163,743 | $21.6B | 1.47% | |
| 19 | NEENEXTERA ENERGY INC | 293,180 | $20.4B | 1.38% | |
| 20 | GQ9SPDR GOLD TR | 65,064 | $19.8B | 1.35% | |
| 21 | ACNACCENTURE PLC IRELAND | 64,768 | $19.4B | 1.31% | |
| 22 | IAU*ISHARES GOLD TR | 298,243 | $18.6B | 1.26% | |
| 23 | ADBEADOBE INC | 45,446 | $17.6B | 1.19% | |
| 24 | GRMNGARMIN LTD | 83,836 | $17.5B | 1.19% | |
| 25 | ADIANALOG DEVICES INC | 69,382 | $16.5B | 1.12% | |
| 26 | DHRDANAHER CORPORATION | 82,504 | $16.3B | 1.11% | |
| 27 | MRKMERCK & CO INC | 198,062 | $15.7B | 1.06% | |
| 28 | UNPUNION PAC CORP | 65,204 | $15.0B | 1.02% | |
| 29 | XOMEXXON MOBIL CORP | 131,833 | $14.2B | 0.97% | |
| 30 | VGITVANGUARD SCOTTSDALE FDS | 233,514 | $14.0B | 0.95% | |
| 31 | MARMARRIOTT INTL INC NEW | 50,320 | $13.7B | 0.93% | |
| 32 | FISVFISERV INC | 77,319 | $13.3B | 0.91% | |
| 33 | SHWSHERWIN WILLIAMS CO | 38,300 | $13.2B | 0.89% | |
| 34 | ASMLASML HOLDING N V | 16,188 | $13.0B | 0.88% | |
| 35 | ULTAULTA BEAUTY INC | 27,187 | $12.7B | 0.86% | |
| 36 | NVONOVO-NORDISK A S | 181,125 | $12.5B | 0.85% | |
| 37 | ZTSZOETIS INC | 77,422 | $12.1B | 0.82% | |
| 38 | COOCOOPER COS INC | 167,391 | $11.9B | 0.81% | |
| 39 | REGREGENCY CTRS CORP | 164,623 | $11.7B | 0.80% | |
| 40 | OTISOTIS WORLDWIDE CORP | 117,312 | $11.6B | 0.79% | |
| 41 | JNJJOHNSON & JOHNSON | 71,686 | $10.9B | 0.74% | |
| 42 | AMLPALPS ETF TR | 223,358 | $10.9B | 0.74% | |
| 43 | SPGIS&P GLOBAL INC | 19,938 | $10.5B | 0.71% | |
| 44 | CVXCHEVRON CORP NEW | 71,776 | $10.3B | 0.70% | |
| 45 | IVVISHARES TR | 16,284 | $10.1B | 0.69% | |
| 46 | GOOGALPHABET INC | 54,408 | $9.7B | 0.66% | |
| 47 | PLDPROLOGIS INC. | 87,990 | $9.2B | 0.63% | |
| 48 | SCHWSCHWAB CHARLES CORP | 98,509 | $9.0B | 0.61% | |
| 49 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,832 | $8.7B | 0.59% | |
| 50 | CHDCHURCH & DWIGHT CO INC | 88,821 | $8.5B | 0.58% | |
| 51 | WATWATERS CORP | 24,332 | $8.5B | 0.58% | |
| 52 | PGPROCTER AND GAMBLE CO | 50,428 | $8.0B | 0.55% | |
| 53 | EPDENTERPRISE PRODS PARTNERS L | 257,030 | $8.0B | 0.54% | |
| 54 | ITWILLINOIS TOOL WKS INC | 29,061 | $7.2B | 0.49% | |
| 55 | BACBANK AMERICA CORP | 145,104 | $6.9B | 0.47% | |
| 56 | DOVDOVER CORP | 37,171 | $6.8B | 0.46% | |
| 57 | PAYXPAYCHEX INC | 36,243 | $5.3B | 0.36% | |
| 58 | AXSMAXSOME THERAPEUTICS INC | 48,570 | $5.1B | 0.34% | |
| 59 | 4I1PHILIP MORRIS INTL INC | 27,451 | $5.0B | 0.34% | |
| 60 | ETENERGY TRANSFER L P | 266,003 | $4.8B | 0.33% | |
| 61 | NVSNNOVARTIS AG | 37,644 | $4.6B | 0.31% | |
| 62 | ROPROPER TECHNOLOGIES INC | 7,471 | $4.2B | 0.29% | |
| 63 | METAMETA PLATFORMS INC | 5,509 | $4.1B | 0.28% | |
| 64 | EOGEOG RES INC | 30,941 | $3.7B | 0.25% | |
| 65 | VOOVANGUARD INDEX FDS | 6,357 | $3.6B | 0.25% | |
| 66 | VRTXVERTEX PHARMACEUTICALS INC | 7,994 | $3.6B | 0.24% | |
| 67 | PSFCOHEN & STEERS SELECT PFD & | 170,354 | $3.4B | 0.23% | |
| 68 | ADPAUTOMATIC DATA PROCESSING IN | 10,860 | $3.3B | 0.23% | |
| 69 | MOALTRIA GROUP INC | 53,820 | $3.2B | 0.21% | |
| 70 | SYKSTRYKER CORPORATION | 7,911 | $3.1B | 0.21% | |
| 71 | VBRVANGUARD INDEX FDS | 16,036 | $3.1B | 0.21% | |
| 72 | DCREDOUBLELINE ETF TRUST | 55,595 | $2.9B | 0.20% | |
| 73 | KOCOCA COLA CO | 37,143 | $2.6B | 0.18% | |
| 74 | NVCTNUVECTIS PHARMA INC | 350,461 | $2.6B | 0.18% | |
| 75 | TDTORONTO DOMINION BK ONT | 34,875 | $2.6B | 0.17% | |
| 76 | UBERUBER TECHNOLOGIES INC | 27,267 | $2.5B | 0.17% | |
| 77 | SPYSPDR S&P 500 ETF TR | 3,954 | $2.4B | 0.17% | |
| 78 | AVGOBROADCOM INC | 8,746 | $2.4B | 0.16% | |
| 79 | MCXMCCORMICK & CO INC | 30,649 | $2.3B | 0.16% | |
| 80 | TRGPTARGA RES CORP | 12,683 | $2.2B | 0.15% | |
| 81 | GBCIGLACIER BANCORP INC NEW | 43,820 | $1.9B | 0.13% | |
| 82 | APOAPOLLO GLOBAL MGMT INC | 13,180 | $1.9B | 0.13% | |
| 83 | HCIHCI GROUP INC | 12,004 | $1.8B | 0.12% | |
| 84 | LLYELI LILLY & CO | 2,277 | $1.8B | 0.12% | |
| 85 | EMREMERSON ELEC CO | 12,630 | $1.7B | 0.11% | |
| 86 | FASTFASTENAL CO | 38,292 | $1.6B | 0.11% | |
| 87 | BKBANK NEW YORK MELLON CORP | 17,617 | $1.6B | 0.11% | |
| 88 | BLKBLACKROCK INC | 1,496 | $1.6B | 0.11% | |
| 89 | ABBVABBVIE INC | 7,777 | $1.4B | 0.10% | |
| 90 | OKEONEOK INC NEW | 16,839 | $1.4B | 0.09% | |
| 91 | HDHOME DEPOT INC | 3,610 | $1.3B | 0.09% | |
| 92 | HONHONEYWELL INTL INC | 5,665 | $1.3B | 0.09% | |
| 93 | HIMSHIMS & HERS HEALTH INC | 25,261 | $1.3B | 0.09% | |
| 94 | GBILGOLDMAN SACHS ETF TR | 12,065 | $1.2B | 0.08% | |
| 95 | IWMISHARES TR | 5,517 | $1.2B | 0.08% | |
| 96 | LDPCOHEN & STEERS LTD DURATION | 54,892 | $1.2B | 0.08% | |
| 97 | RMERESMED INC | 4,422 | $1.1B | 0.08% | |
| 98 | VIGVANGUARD SPECIALIZED FUNDS | 5,500 | $1.1B | 0.08% | |
| 99 | TMOTHERMO FISHER SCIENTIFIC INC | 2,592 | $1.1B | 0.07% | |
| 100 | ABTABBOTT LABS | 7,211 | $980.8M | 0.07% |
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