LEIGH BALDWIN & CO., LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$152.1B

Holdings

181

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (181 positions)

#StockSharesValue% PortfolioType
101
DDTOINNOVATOR ETFS TRUST
10,200$387.7M0.25%
102
PGPROCTER AND GAMBLE CO
2,430$387.2M0.25%
103
IWMISHARES TR
1,792$386.7M0.25%
104
KOCOCA COLA CO
5,372$380.0M0.25%
105
KAPRINNOVATOR ETFS TRUST
11,551$374.1M0.25%
106
WPMWHEATON PRECIOUS METALS CORP
4,127$370.6M0.24%
107
SLVISHARES SILVER TR
11,190$367.1M0.24%
108
RCLROYAL CARIBBEAN GROUP
1,144$358.2M0.24%
109
CSCOCISCO SYS INC
5,160$358.0M0.24%
110
AMGNAMGEN INC
1,259$351.6M0.23%
111
FAIFIRST TR EXCHANGE TRADED FD
5,931$351.5M0.23%
112
ICOWPACER FDS TR
10,321$351.2M0.23%
113
CIBRFIRST TR EXCHANGE TRADED FD
4,631$350.0M0.23%
114
XLUSELECT SECTOR SPDR TR
4,212$343.9M0.23%
115
VWOVANGUARD INTL EQUITY INDEX F
6,895$341.0M0.22%
116
XLVSELECT SECTOR SPDR TR
2,488$335.3M0.22%
117
KJULINNOVATOR ETFS TRUST
11,200$327.0M0.22%
118
HIGHARTFORD INSURANCE GROUP INC
2,571$326.2M0.21%
119
CRMSALESFORCE INC
1,185$323.2M0.21%
120
SUSUNCOR ENERGY INC NEW
8,619$322.8M0.21%
121
FJUNFIRST TR EXCHNG TRADED FD VI
5,970$320.4M0.21%
122
KDPKEURIG DR PEPPER INC
9,510$314.4M0.21%
123
VIGVANGUARD SPECIALIZED FUNDS
1,530$313.2M0.21%
124
PSEPINNOVATOR ETFS TRUST
7,600$310.8M0.20%
125
AIOVIRTUS ARTIFICIAL INTELLIGEN
12,436$308.7M0.20%
126
KYNKAYNE ANDERSON ENERGY INFRST
24,221$308.1M0.20%
127
DUKDUKE ENERGY CORP NEW
2,607$307.7M0.20%
128
XLESELECT SECTOR SPDR TR
3,623$307.2M0.20%
129
PJULINNOVATOR ETFS TRUST
6,875$301.5M0.20%
130
JBLJABIL INC
1,378$300.5M0.20%
131
SOSOUTHERN CO
3,194$293.3M0.19%
132
QCOMQUALCOMM INC
1,839$292.8M0.19%
133
TAT&T INC
10,076$291.6M0.19%
134
PEOEXELON CORP
6,648$288.6M0.19%
135
EPDENTERPRISE PRODS PARTNERS L
9,295$288.2M0.19%
136
JPXAEROVIRONMENT INC
1,003$285.8M0.19%
137
ETENERGY TRANSFER L P
15,666$284.0M0.19%
138
TRVTRAVELERS COMPANIES INC
1,040$278.3M0.18%
139
BDXBECTON DICKINSON &CO
1,610$277.3M0.18%
140
FIXDFIRST TR EXCHNG TRADED FD VI
6,303$276.6M0.18%
141
EVNEATON VANCE MUNI INCOME TRUS
27,023$276.4M0.18%
142
GISGENERAL MLS INC
5,249$272.0M0.18%
143
RRYDER SYS INC
1,709$271.7M0.18%
144
MUJBLACKROCK MUNIHLDGS NJ QLTY
24,794$271.5M0.18%
145
VYMVANGUARD WHITEHALL FDS
2,033$271.0M0.18%
146
FCOMFIDELITY COVINGTON TRUST
4,181$270.9M0.18%
147
SMCISUPER MICRO COMPUTER INC
5,500$269.6M0.18%
148
PFFISHARES TR
8,744$268.3M0.18%
149
ZMZOOM COMMUNICATIONS INC
3,405$265.5M0.17%
150
FSIGFIRST TR EXCHANGE-TRADED FD
13,850$264.8M0.17%
151
ARMARM HOLDINGS PLC
1,635$264.4M0.17%
152
ABBVABBVIE INC
1,384$257.0M0.17%
153
MCDMCDONALDS CORP
874$255.4M0.17%
154
PMOPUTNAM MUN OPPORTUNITIES TR
25,512$252.3M0.17%
155
FLQLFRANKLIN TEMPLETON ETF TR
3,922$247.7M0.16%
156
GSGOLDMAN SACHS GROUP INC
346$245.1M0.16%
157
MUBISHARES TR
2,343$244.8M0.16%
158
KOCTINNOVATOR ETFS TRUST
7,900$240.9M0.16%
159
SCHWSCHWAB CHARLES CORP
2,625$239.5M0.16%
160
UALUNITED AIRLS HLDGS INC
3,000$238.9M0.16%
161
FPEIFIRST TR EXCH TRADED FD III
12,545$238.2M0.16%
162
BXBLACKSTONE INC
1,582$236.6M0.16%
163
XLISELECT SECTOR SPDR TR
1,600$236.0M0.16%
164
IWDISHARES TR
1,213$235.6M0.15%
165
COPCONOCOPHILLIPS
2,580$231.6M0.15%
166
CALFPACER FDS TR
5,790$230.5M0.15%
167
NFLXNETFLIX INC
171$229.0M0.15%
168
XLFSELECT SECTOR SPDR TR
4,349$227.8M0.15%
169
BDCBELDEN INC
1,940$224.7M0.15%
170
LRCXLAM RESEARCH CORP
2,300$223.9M0.15%
171
PMARINNOVATOR ETFS TRUST
5,300$223.8M0.15%
172
IVWISHARES TR
2,021$222.5M0.15%
173
UNMUNUM GROUP
2,690$217.2M0.14%
174
FAUGFIRST TR EXCHNG TRADED FD VI
4,415$216.5M0.14%
175
MATXMATSON INC
1,924$214.3M0.14%
176
SPOTSPOTIFY TECHNOLOGY S A
279$214.1M0.14%
177
FAXABRDN ASIA PACIFIC INCOME FU
13,229$210.6M0.14%
178
FERGFERGUSON ENTERPRISES INC
947$206.2M0.14%
179
RFCIALPS ETF TR
9,086$205.2M0.13%
180
CGUSCAPITAL GROUP CORE EQUITY ET
5,503$203.2M0.13%
181
AFRMAFFIRM HLDGS INC
2,894$200.1M0.13%
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