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 |
|---|---|---|---|---|---|
| 101 | HONHONEYWELL INTL INC | 5,690 | $1.2B | 0.08% | |
| 102 | VIGVANGUARD SPECIALIZED FUNDS | 5,500 | $1.2B | 0.08% | |
| 103 | LDPCOHEN & STEERS LTD DURATION | 53,947 | $1.2B | 0.08% | |
| 104 | TMOTHERMO FISHER SCIENTIFIC INC | 2,382 | $1.2B | 0.08% | |
| 105 | RMERESMED INC | 4,057 | $1.1B | 0.07% | |
| 106 | OKEONEOK INC NEW | 14,257 | $1.0B | 0.07% | |
| 107 | VEAVANGUARD TAX-MANAGED FDS | 16,628 | $996.4M | 0.06% | |
| 108 | CGCARLYLE GROUP INC | 15,720 | $985.6M | 0.06% | |
| 109 | FTGCFIRST TR EXCHANGE TRAD FD VI | 36,947 | $956.9M | 0.06% | |
| 110 | AMDADVANCED MICRO DEVICES INC | 5,729 | $926.9M | 0.06% | |
| 111 | ABTABBOTT LABS | 6,891 | $923.0M | 0.06% | |
| 112 | VWOVANGUARD INTL EQUITY INDEX F | 16,854 | $913.1M | 0.06% | |
| 113 | AMGNAMGEN INC | 3,187 | $899.4M | 0.06% | |
| 114 | ORCLORACLE CORP | 3,194 | $898.3M | 0.06% | |
| 115 | HIFSHINGHAM INSTN SVGS MASS | 3,381 | $891.8M | 0.06% | |
| 116 | CATCATERPILLAR INC | 1,867 | $890.8M | 0.06% | |
| 117 | TRPTC ENERGY CORP | 15,927 | $866.6M | 0.06% | |
| 118 | BWXTBWX TECHNOLOGIES INC | 4,700 | $866.5M | 0.06% | |
| 119 | SYBTSTOCK YDS BANCORP INC | 11,780 | $824.5M | 0.05% | |
| 120 | CNRCANADIAN NATL RY CO | 8,710 | $821.4M | 0.05% | |
| 121 | GLPGLOBAL PARTNERS LP | 17,000 | $816.0M | 0.05% | |
| 122 | VISVANGUARD WORLD FD | 2,583 | $765.3M | 0.05% | |
| 123 | TSLATESLA INC | 1,710 | $760.5M | 0.05% | |
| 124 | TRVTRAVELERS COMPANIES INC | 2,715 | $758.1M | 0.05% | |
| 125 | XSLVINVESCO EXCH TRADED FD TR II | 16,138 | $747.3M | 0.05% | |
| 126 | DISDISNEY WALT CO | 6,474 | $741.3M | 0.05% | |
| 127 | CLOZSERIES PORTFOLIOS TR | 27,541 | $738.6M | 0.05% | |
| 128 | PFEPFIZER INC | 28,871 | $735.6M | 0.05% | |
| 129 | RWLINVESCO EXCH TRADED FD TR II | 6,600 | $730.4M | 0.05% | |
| 130 | VTIVANGUARD INDEX FDS | 2,150 | $705.6M | 0.05% | |
| 131 | NFLXNETFLIX INC | 575 | $689.4M | 0.04% | |
| 132 | PGRPROGRESSIVE CORP | 2,770 | $684.1M | 0.04% | |
| 133 | SOSOUTHERN CO | 7,166 | $679.1M | 0.04% | |
| 134 | ORLYOREILLY AUTOMOTIVE INC | 6,255 | $674.4M | 0.04% | |
| 135 | ABALLIANCEBERNSTEIN HLDG L P | 17,525 | $669.8M | 0.04% | |
| 136 | XLYSELECT SECTOR SPDR TR | 2,770 | $663.8M | 0.04% | |
| 137 | DEDEERE & CO | 1,444 | $660.3M | 0.04% | |
| 138 | KMBKIMBERLY-CLARK CORP | 5,282 | $656.8M | 0.04% | |
| 139 | TFXTELEFLEX INCORPORATED | 5,270 | $644.8M | 0.04% | |
| 140 | AHRAMERICAN HEALTHCARE REIT INC | 15,028 | $631.3M | 0.04% | |
| 141 | SILGLOBAL X FDS | 8,750 | $626.8M | 0.04% | |
| 142 | WMTWALMART INC | 5,705 | $588.0M | 0.04% | |
| 143 | INTUINTUIT | 855 | $583.9M | 0.04% | |
| 144 | EPIWISDOMTREE TR | 13,070 | $577.7M | 0.04% | |
| 145 | IWPISHARES TR | 4,000 | $569.6M | 0.04% | |
| 146 | SLVISHARES SILVER TR | 13,350 | $565.6M | 0.04% | |
| 147 | WYWEYERHAEUSER CO MTN BE | 22,715 | $563.1M | 0.04% | |
| 148 | XLESELECT SECTOR SPDR TR | 5,807 | $518.8M | 0.03% | |
| 149 | WFCWELLS FARGO CO NEW | 6,100 | $511.3M | 0.03% | |
| 150 | UNHUNITEDHEALTH GROUP INC | 1,435 | $495.5M | 0.03% | |
| 151 | AWCAMERICAN WTR WKS CO INC NEW | 3,547 | $493.7M | 0.03% | |
| 152 | SUNSUNOCO LP/SUNOCO FIN CORP | 9,860 | $493.1M | 0.03% | |
| 153 | SBG1SEACOAST BKG CORP FLA | 15,680 | $477.1M | 0.03% | |
| 154 | BNDVANGUARD BD INDEX FDS | 6,393 | $475.4M | 0.03% | |
| 155 | PYPLPAYPAL HLDGS INC | 6,999 | $469.4M | 0.03% | |
| 156 | APDAIR PRODS & CHEMS INC | 1,714 | $467.4M | 0.03% | |
| 157 | SDYSPDR SERIES TRUST | 3,230 | $452.4M | 0.03% | |
| 158 | DXJWISDOMTREE TR | 3,475 | $444.9M | 0.03% | |
| 159 | MAMASTERCARD INCORPORATED | 766 | $435.7M | 0.03% | |
| 160 | TAT&T INC | 15,222 | $429.9M | 0.03% | |
| 161 | SCHBSCHWAB STRATEGIC TR | 16,260 | $418.0M | 0.03% | |
| 162 | GSBDGOLDMAN SACHS BDC INC | 40,954 | $416.5M | 0.03% | |
| 163 | COPCONOCOPHILLIPS | 4,379 | $414.2M | 0.03% | |
| 164 | SPOTSPOTIFY TECHNOLOGY S A | 586 | $409.0M | 0.03% | |
| 165 | AMTAMERICAN TOWER CORP NEW | 2,115 | $406.8M | 0.03% | |
| 166 | GEGE AEROSPACE | 1,313 | $395.1M | 0.03% | |
| 167 | EWEDWARDS LIFESCIENCES CORP | 5,073 | $394.5M | 0.03% | |
| 168 | QCOMQUALCOMM INC | 2,362 | $392.9M | 0.03% | |
| 169 | NSCNORFOLK SOUTHN CORP | 1,302 | $391.1M | 0.03% | |
| 170 | TJXTJX COS INC NEW | 2,696 | $389.7M | 0.03% | |
| 171 | NDQINVESCO QQQ TR | 641 | $384.8M | 0.03% | |
| 172 | ESGVVANGUARD WORLD FD | 3,228 | $382.3M | 0.02% | |
| 173 | CHKPCHECK POINT SOFTWARE TECH LT | 1,803 | $373.1M | 0.02% | |
| 174 | MTDMETTLER TOLEDO INTERNATIONAL | 298 | $365.8M | 0.02% | |
| 175 | TTTRANE TECHNOLOGIES PLC | 866 | $365.4M | 0.02% | |
| 176 | PAAPLAINS ALL AMERN PIPELINE L | 21,409 | $365.2M | 0.02% | |
| 177 | SESEA LTD | 1,982 | $354.2M | 0.02% | |
| 178 | FBINFORTUNE BRANDS INNOVATIONS I | 6,607 | $352.7M | 0.02% | |
| 179 | IJRISHARES TR | 2,933 | $348.5M | 0.02% | |
| 180 | EWJISHARES INC | 4,292 | $344.3M | 0.02% | |
| 181 | LRCXLAM RESEARCH CORP | 2,551 | $341.6M | 0.02% | |
| 182 | TELTE CONNECTIVITY PLC | 1,517 | $333.0M | 0.02% | |
| 183 | BACVERIZON COMMUNICATIONS INC | 7,476 | $328.6M | 0.02% | |
| 184 | LINLINDE PLC | 688 | $326.8M | 0.02% | |
| 185 | SAPSAP SE | 1,222 | $326.5M | 0.02% | |
| 186 | KNSLKINSALE CAP GROUP INC | 760 | $323.2M | 0.02% | |
| 187 | CDNSCADENCE DESIGN SYSTEM INC | 916 | $321.8M | 0.02% | |
| 188 | KMIKINDER MORGAN INC DEL | 11,238 | $318.1M | 0.02% | |
| 189 | IVEISHARES TR | 1,537 | $317.4M | 0.02% | |
| 190 | COPXGLOBAL X FDS | 5,300 | $317.0M | 0.02% | |
| 191 | VTVVANGUARD INDEX FDS | 1,690 | $315.2M | 0.02% | |
| 192 | MCOMOODYS CORP | 657 | $313.0M | 0.02% | |
| 193 | DDDUPONT DE NEMOURS INC | 3,976 | $309.7M | 0.02% | |
| 194 | PLTRPALANTIR TECHNOLOGIES INC | 1,678 | $306.1M | 0.02% | |
| 195 | MCDMCDONALDS CORP | 995 | $302.4M | 0.02% | |
| 196 | BFAMBRIGHT HORIZONS FAM SOL IN D | 2,785 | $302.4M | 0.02% | |
| 197 | SLVPISHARES INC | 10,610 | $290.4M | 0.02% | |
| 198 | ERICTELEFONAKTIEBOLAGET LM ERICS | 34,870 | $288.4M | 0.02% | |
| 199 | MMM3M CO | 1,848 | $286.8M | 0.02% | |
| 200 | MSCIMSCI INC | 494 | $280.3M | 0.02% |