Baldwin-Wealth-Partners-Llcma
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "AXSM", "SE", "GRAB", "GDX", null, "OLLI", "MPLX", "ACN", "ZS", "MMM", "ABT", "ABBV", "ADBE", "APD", "PAA", "SBCF", "GOOGL", "T", "BLK", "CAT", "AVGO", "LOW", "EOG", "EXPE", "LDP", "GD", "XAIR", "HON", "HD", null, "MCD", "INTU", "FBIN", null, "UNP", "GBCI", "QCOM", "SYBT", "SIL", "GLP", "HUBS", "HLIO", "ITW", "EMR", null, "META", "NVCT", "ORLA", null, null, "PSF", null, "KNSL", "KMI", "LRCX", "LIN", "MMC", "MA", "MSFT", "TMUS", null, "GE", "NVS", null, null, "ORLY", "BX", "FAST", "IJR", "KLAC", "ORCL", "OKE", "PAYX", "VGIT", null, "REG", "PYPL", "PEP", "PGR", "GSBD", null, "IVV", null, "UNH", "AAPL", "SPY", "NVDA", "PFE", "PG", "MRK", "VZ", "MKC", "AMGN", null, null, "SPGI", "NOW", "SHW", "ROP", "RTX", "GLD", null, "AMT", "IBM", "SYK", "SBUX", "ERIC", "TEL", "TD", "TMO", "TJX", "TRV", "UBER", "SCHW", "AB", "SUN", "VWO", "HR", "VIG", "TRGP", null, "ULTA", "WY", "MTD", null, "RMD", "AHR", "DD", "VRTX", "EW", "TT", "AXON", "AMD", "SDY", "FI", "DOV", "WSO", "AJG", "WM", "IWP", "IWR", "HIFS", "KT", "NVO", "AMZN", "SCHB", "IVE", "HIMS", "USB", "ESGV", "VEA", "BND", "VBR", "VOO", "VTV", "V", "WMT", "WAT", "WES", "WFC", null, null, "GRMN", "ET", "CHKP", "MSCI", "NSC", "INFY", "SO", "TTD", "TRP", "TFX", "SPOT", "HCI", "HESM", null, "FDX", "KMB", "ADP", "BCPC", "BAC", "BK", "BRK-B", "BFAM", "CNI", "CDNS", "CG", "CVX", "CIM", "CHD", "CSCO", "CME", "KO", "CL", "COP", "COO", "COST", "CTVA", "CVS", "DHR", "DE", "DXCM", "EWJ", "ADI", "MCO", "NEE", "MAR", "QQQ", "IWM", "EPD", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", null, "AWK", "APO", "MO", "URI", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-14
- Total Holdings
- 250
- Total Value
- 1405150306
- Accession Number
- 0000950123-25-003482
- Form Type
- 13F-HR
- Manager Name
- Baldwin-Wealth-Partners-Llcma
Data Enrichment
91% identified227 identified23 unidentified
Holdings
250 positions
Manager:
Search and click to pin securities to the top
Page 10 of 12
639057207
Shares:23.7K
Value:$282.3K
72201R833
Shares:2.6K
Value:$258.1K
97717Y527
Shares:5.0K
Value:$252.4K
97717X511
Shares:5.5K
Value:$238.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.3K | QoQ 0.00% (+0) | All Managers (Combined) | $294.3K | ||
1.5K | QoQ 0.00% (-0) | All Managers (Combined) | $292.9K | ||
1.7K | QoQ 0.00% (+0) | All Managers (Combined) | $291.9K | ||
866 | QoQ 0.00% (-0) | All Managers (Combined) | $291.8K | ||
(cusip639057207)✕ | 23.7K | YoY NEW(+23.7K) | All Managers (Combined) | $282.3K | YoY NEW(+$282.3K) |
9.8K | All Managers (Combined) | $279.9K | |||
1.2K | QoQ -1.48% (-18) | All Managers (Combined) | $278.5K | ||
490 | All Managers (Combined) | $277.1K | |||
9.2K | All Managers (Combined) | $258.8K | |||
(cusip72201R833)✕ | 2.6K | All Managers (Combined) | $258.1K | ||
4.8K | QoQ 0.00% (+0) | All Managers (Combined) | $256.7K | ||
6.0K | QoQ NEW(+6.0K) | All Managers (Combined) | $253.7K | QoQ NEW(+$253.7K) | |
(cusip97717Y527)✕ | 5.0K | All Managers (Combined) | $252.4K | ||
7.7K | QoQ -2.27% (-180)YoY -2.27% (-180) | All Managers (Combined) | $248.6K | ||
CVS HEALTH Corp(CVScusip126650100) | 3.7K | QoQ NEW(+3.7K) | All Managers (Combined) | $247.4K | QoQ NEW(+$247.4K) |
2.1K | YoY NEW(+2.1K) | All Managers (Combined) | $245.8K | YoY NEW(+$245.8K) | |
(cusip97717X511)✕ | 5.5K | YoY NEW(+5.5K) | All Managers (Combined) | $238.8K | YoY NEW(+$238.8K) |
Zscaler, Inc.(ZScusip98980G102) | 1.2K | All Managers (Combined) | $238.1K | ||
CME GROUP INC.(CMEcusip12572Q105) | 896 | QoQ 0.00% (+0)YoY +1.81% (+16) | All Managers (Combined) | $237.7K | |
6.0K | QoQ NEW(+6.0K) YoY NEW(+6.0K) | All Managers (Combined) | $236.7K | QoQ NEW(+$236.7K) YoY NEW(+$236.7K) |