BALDWIN WEALTH PARTNERS LLC/MA Q3 2025 Filing
Filed October 14, 2025
Portfolio Value
$1.5T
Holdings
234
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (234 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 388,900 | $99.0B | 6.45% | |
| 2 | MSFTMICROSOFT CORP | 168,087 | $87.1B | 5.67% | |
| 3 | GOOGLALPHABET INC | 352,495 | $85.7B | 5.58% | |
| 4 | NVDANVIDIA CORPORATION | 437,790 | $81.7B | 5.32% | |
| 5 | JBNDJ P MORGAN EXCHANGE TRADED F | 1,402,872 | $76.0B | 4.95% | |
| 6 | AMZNAMAZON COM INC | 339,527 | $74.5B | 4.86% | |
| 7 | TIPISHARES TR | 443,375 | $49.3B | 3.21% | |
| 8 | VVISA INC | 121,540 | $41.5B | 2.70% | |
| 9 | KLACKLA CORP | 37,223 | $40.1B | 2.62% | |
| 10 | BXBLACKSTONE INC | 234,070 | $40.0B | 2.60% | |
| 11 | COSTCOSTCO WHSL CORP NEW | 37,783 | $35.0B | 2.28% | |
| 12 | URIUNITED RENTALS INC | 35,757 | $34.1B | 2.22% | |
| 13 | WMWASTE MGMT INC DEL | 134,408 | $29.7B | 1.93% | |
| 14 | JPMJPMORGAN CHASE & CO. | 92,591 | $29.2B | 1.90% | |
| 15 | OMFLINVESCO EXCH TRD SLF IDX FD | 448,658 | $27.0B | 1.76% | |
| 16 | GQ9SPDR GOLD TR | 71,843 | $25.5B | 1.66% | |
| 17 | AJGGALLAGHER ARTHUR J & CO | 76,829 | $23.8B | 1.55% | |
| 18 | IBMINTERNATIONAL BUSINESS MACHS | 84,150 | $23.7B | 1.55% | |
| 19 | NEENEXTERA ENERGY INC | 287,533 | $21.7B | 1.41% | |
| 20 | IAU*ISHARES GOLD TR | 295,201 | $21.5B | 1.40% | |
| 21 | GRMNGARMIN LTD | 80,634 | $19.9B | 1.29% | |
| 22 | ADIANALOG DEVICES INC | 68,372 | $16.8B | 1.09% | |
| 23 | DHRDANAHER CORPORATION | 79,237 | $15.7B | 1.02% | |
| 24 | ADBEADOBE INC | 44,353 | $15.6B | 1.02% | |
| 25 | ASMLASML HOLDING N V | 16,121 | $15.6B | 1.02% | |
| 26 | ACNACCENTURE PLC IRELAND | 61,911 | $15.3B | 0.99% | |
| 27 | UNPUNION PAC CORP | 64,406 | $15.2B | 0.99% | |
| 28 | ULTAULTA BEAUTY INC | 27,031 | $14.8B | 0.96% | |
| 29 | XOMEXXON MOBIL CORP | 129,802 | $14.6B | 0.95% | |
| 30 | VGITVANGUARD SCOTTSDALE FDS | 232,115 | $13.9B | 0.91% | |
| 31 | PTCPTC INC | 67,654 | $13.7B | 0.89% | |
| 32 | GOOGALPHABET INC | 54,413 | $13.3B | 0.86% | |
| 33 | SHWSHERWIN WILLIAMS CO | 37,423 | $13.0B | 0.84% | |
| 34 | MARMARRIOTT INTL INC NEW | 48,375 | $12.6B | 0.82% | |
| 35 | JNJJOHNSON & JOHNSON | 67,858 | $12.6B | 0.82% | |
| 36 | REGREGENCY CTRS CORP | 159,210 | $11.6B | 0.76% | |
| 37 | CVXCHEVRON CORP NEW | 70,919 | $11.0B | 0.72% | |
| 38 | ZTSZOETIS INC | 75,022 | $11.0B | 0.72% | |
| 39 | IVVISHARES TR | 16,057 | $10.7B | 0.70% | |
| 40 | OTISOTIS WORLDWIDE CORP | 114,978 | $10.5B | 0.68% | |
| 41 | AMLPALPS ETF TR | 220,981 | $10.4B | 0.68% | |
| 42 | FISVFISERV INC | 76,572 | $9.9B | 0.64% | |
| 43 | AZOAUTOZONE INC | 2,253 | $9.7B | 0.63% | |
| 44 | SPGIS&P GLOBAL INC | 19,598 | $9.5B | 0.62% | |
| 45 | SCHWSCHWAB CHARLES CORP | 97,266 | $9.3B | 0.60% | |
| 46 | PWRQUANTA SVCS INC | 22,252 | $9.2B | 0.60% | |
| 47 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,771 | $8.9B | 0.58% | |
| 48 | VEEVVEEVA SYS INC | 28,887 | $8.6B | 0.56% | |
| 49 | EPDENTERPRISE PRODS PARTNERS L | 246,730 | $7.7B | 0.50% | |
| 50 | CHDCHURCH & DWIGHT CO INC | 87,723 | $7.7B | 0.50% | |
| 51 | ITWILLINOIS TOOL WKS INC | 28,627 | $7.5B | 0.49% | |
| 52 | BACBANK AMERICA CORP | 143,779 | $7.4B | 0.48% | |
| 53 | PGPROCTER AND GAMBLE CO | 48,087 | $7.4B | 0.48% | |
| 54 | WATWATERS CORP | 23,328 | $7.0B | 0.46% | |
| 55 | DOVDOVER CORP | 36,746 | $6.1B | 0.40% | |
| 56 | AXSMAXSOME THERAPEUTICS INC | 48,570 | $5.9B | 0.38% | |
| 57 | PEPPEPSICO INC | 31,980 | $4.5B | 0.29% | |
| 58 | ETENERGY TRANSFER L P | 260,603 | $4.5B | 0.29% | |
| 59 | PAYXPAYCHEX INC | 35,148 | $4.5B | 0.29% | |
| 60 | 4I1PHILIP MORRIS INTL INC | 27,201 | $4.4B | 0.29% | |
| 61 | NVSNNOVARTIS AG | 33,850 | $4.3B | 0.28% | |
| 62 | MRKMERCK & CO INC | 48,173 | $4.0B | 0.26% | |
| 63 | METAMETA PLATFORMS INC | 5,475 | $4.0B | 0.26% | |
| 64 | VOOVANGUARD INDEX FDS | 6,235 | $3.8B | 0.25% | |
| 65 | PSFCOHEN & STEERS SELECT PFD & | 168,837 | $3.5B | 0.23% | |
| 66 | MOALTRIA GROUP INC | 51,716 | $3.4B | 0.22% | |
| 67 | EOGEOG RES INC | 30,196 | $3.4B | 0.22% | |
| 68 | VBRVANGUARD INDEX FDS | 15,764 | $3.3B | 0.21% | |
| 69 | ROPROPER TECHNOLOGIES INC | 6,539 | $3.3B | 0.21% | |
| 70 | ADPAUTOMATIC DATA PROCESSING IN | 10,816 | $3.2B | 0.21% | |
| 71 | VRTXVERTEX PHARMACEUTICALS INC | 7,944 | $3.1B | 0.20% | |
| 72 | DCREDOUBLELINE ETF TRUST | 55,595 | $2.9B | 0.19% | |
| 73 | AVGOBROADCOM INC | 8,657 | $2.9B | 0.19% | |
| 74 | SYKSTRYKER CORPORATION | 7,561 | $2.8B | 0.18% | |
| 75 | TDTORONTO DOMINION BK ONT | 34,875 | $2.8B | 0.18% | |
| 76 | UBERUBER TECHNOLOGIES INC | 27,267 | $2.7B | 0.17% | |
| 77 | SPYSPDR S&P 500 ETF TR | 3,997 | $2.7B | 0.17% | |
| 78 | KOCOCA COLA CO | 36,812 | $2.4B | 0.16% | |
| 79 | HCIHCI GROUP INC | 11,337 | $2.2B | 0.14% | |
| 80 | TRGPTARGA RES CORP | 12,652 | $2.1B | 0.14% | |
| 81 | GBCIGLACIER BANCORP INC NEW | 43,470 | $2.1B | 0.14% | |
| 82 | NVCTNUVECTIS PHARMA INC | 350,461 | $2.1B | 0.14% | |
| 83 | BKBANK NEW YORK MELLON CORP | 17,617 | $1.9B | 0.13% | |
| 84 | MCXMCCORMICK & CO INC | 28,601 | $1.9B | 0.12% | |
| 85 | FASTFASTENAL CO | 38,211 | $1.9B | 0.12% | |
| 86 | ABBVABBVIE INC | 7,915 | $1.8B | 0.12% | |
| 87 | NVONOVO-NORDISK A S | 32,556 | $1.8B | 0.12% | |
| 88 | APOAPOLLO GLOBAL MGMT INC | 13,180 | $1.8B | 0.11% | |
| 89 | PLDPROLOGIS INC. | 15,318 | $1.8B | 0.11% | |
| 90 | COOCOOPER COS INC | 25,555 | $1.8B | 0.11% | |
| 91 | LLYELI LILLY & CO | 2,277 | $1.7B | 0.11% | |
| 92 | BLKBLACKROCK INC | 1,431 | $1.7B | 0.11% | |
| 93 | BIDUNBAIDU INC | 12,643 | $1.7B | 0.11% | |
| 94 | EMREMERSON ELEC CO | 12,630 | $1.7B | 0.11% | |
| 95 | GXOGXO LOGISTICS INCORPORATED | 30,538 | $1.6B | 0.11% | |
| 96 | HIMSHIMS & HERS HEALTH INC | 25,217 | $1.4B | 0.09% | |
| 97 | IWMISHARES TR | 5,517 | $1.3B | 0.09% | |
| 98 | GDXVANECK ETF TRUST | 16,954 | $1.3B | 0.08% | |
| 99 | HDHOME DEPOT INC | 3,135 | $1.3B | 0.08% | |
| 100 | GBILGOLDMAN SACHS ETF TR | 12,265 | $1.2B | 0.08% |
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