BALDWIN WEALTH PARTNERS LLC/MA Q2 2025 Filing
Filed July 24, 2025
Portfolio Value
$1.5B
Holdings
218
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (218 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $85.2M |
AAPLAPPLE INC | $80.9M |
AMZNAMAZON COM INC | $75.5M |
JBNDJ P MORGAN EXCHANGE TRADED F | $72.0M |
NVDANVIDIA CORPORATION | $70.8M |
GOOGLALPHABET INC | $63.0M |
TIPISHARES TR | $50.3M |
VVISA INC | $44.0M |
COSTCOSTCO WHSL CORP NEW | $37.9M |
BXBLACKSTONE INC | $35.6M |
KLACKLA CORP | $34.2M |
WMWASTE MGMT INC DEL | $31.4M |
URIUNITED RENTALS INC | $27.4M |
JPMJPMORGAN CHASE & CO. | $27.3M |
OMFLINVESCO EXCH TRD SLF IDX FD | $26.0M |
AJGGALLAGHER ARTHUR J & CO | $25.2M |
IBMINTERNATIONAL BUSINESS MACHS | $24.8M |
PEPPEPSICO INC | $21.6M |
NEENEXTERA ENERGY INC | $20.4M |
GQ9SPDR GOLD TR | $19.8M |
ACNACCENTURE PLC IRELAND | $19.4M |
IAU*ISHARES GOLD TR | $18.6M |
ADBEADOBE INC | $17.6M |
GRMNGARMIN LTD | $17.5M |
ADIANALOG DEVICES INC | $16.5M |
DHRDANAHER CORPORATION | $16.3M |
MRKMERCK & CO INC | $15.7M |
UNPUNION PAC CORP | $15.0M |
XOMEXXON MOBIL CORP | $14.2M |
VGITVANGUARD SCOTTSDALE FDS | $14.0M |
MARMARRIOTT INTL INC NEW | $13.7M |
FISVFISERV INC | $13.3M |
SHWSHERWIN WILLIAMS CO | $13.2M |
ASMLASML HOLDING N V | $13.0M |
ULTAULTA BEAUTY INC | $12.7M |
NVONOVO-NORDISK A S | $12.5M |
ZTSZOETIS INC | $12.1M |
COOCOOPER COS INC | $11.9M |
REGREGENCY CTRS CORP | $11.7M |
OTISOTIS WORLDWIDE CORP | $11.6M |
JNJJOHNSON & JOHNSON | $10.9M |
AMLPALPS ETF TR | $10.9M |
SPGIS&P GLOBAL INC | $10.5M |
CVXCHEVRON CORP NEW | $10.3M |
IVVISHARES TR | $10.1M |
GOOGALPHABET INC | $9.7M |
PLDPROLOGIS INC. | $9.2M |
SCHWSCHWAB CHARLES CORP | $9.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $8.7M |
CHDCHURCH & DWIGHT CO INC | $8.5M |
WATWATERS CORP | $8.5M |
PGPROCTER AND GAMBLE CO | $8.0M |
EPDENTERPRISE PRODS PARTNERS L | $8.0M |
ITWILLINOIS TOOL WKS INC | $7.2M |
BACBANK AMERICA CORP | $6.9M |
DOVDOVER CORP | $6.8M |
PAYXPAYCHEX INC | $5.3M |
AXSMAXSOME THERAPEUTICS INC | $5.1M |
4I1PHILIP MORRIS INTL INC | $5.0M |
ETENERGY TRANSFER L P | $4.8M |
NVSNNOVARTIS AG | $4.6M |
ROPROPER TECHNOLOGIES INC | $4.2M |
METAMETA PLATFORMS INC | $4.1M |
EOGEOG RES INC | $3.7M |
VOOVANGUARD INDEX FDS | $3.6M |
VRTXVERTEX PHARMACEUTICALS INC | $3.6M |
PSFCOHEN & STEERS SELECT PFD & | $3.4M |
ADPAUTOMATIC DATA PROCESSING IN | $3.3M |
MOALTRIA GROUP INC | $3.2M |
SYKSTRYKER CORPORATION | $3.1M |
VBRVANGUARD INDEX FDS | $3.1M |
DCREDOUBLELINE ETF TRUST | $2.9M |
KOCOCA COLA CO | $2.6M |
NVCTNUVECTIS PHARMA INC | $2.6M |
TDTORONTO DOMINION BK ONT | $2.6M |
UBERUBER TECHNOLOGIES INC | $2.5M |
SPYSPDR S&P 500 ETF TR | $2.4M |
AVGOBROADCOM INC | $2.4M |
MCXMCCORMICK & CO INC | $2.3M |
TRGPTARGA RES CORP | $2.2M |
GBCIGLACIER BANCORP INC NEW | $1.9M |
APOAPOLLO GLOBAL MGMT INC | $1.9M |
HCIHCI GROUP INC | $1.8M |
LLYELI LILLY & CO | $1.8M |
EMREMERSON ELEC CO | $1.7M |
FASTFASTENAL CO | $1.6M |
BKBANK NEW YORK MELLON CORP | $1.6M |
BLKBLACKROCK INC | $1.6M |
ABBVABBVIE INC | $1.4M |
OKEONEOK INC NEW | $1.4M |
HDHOME DEPOT INC | $1.3M |
HONHONEYWELL INTL INC | $1.3M |
HIMSHIMS & HERS HEALTH INC | $1.3M |
GBILGOLDMAN SACHS ETF TR | $1.2M |
IWMISHARES TR | $1.2M |
LDPCOHEN & STEERS LTD DURATION | $1.2M |
RMERESMED INC | $1.1M |
VIGVANGUARD SPECIALIZED FUNDS | $1.1M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.1M |
ABTABBOTT LABS | $981K |
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