Baldwin-Wealth-Partners-Llcma

Filing Details

13F-HR2025-03-31
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% identified
227 identified23 unidentified

Holdings

250 positions
Manager:
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46434G822
Shares:4.3K
Value:$294.3K
464287408
Shares:1.5K
Value:$292.9K
922908744
Shares:1.7K
Value:$291.9K
Trane Technologies plc
Shares:866
Value:$291.8K
639057207
Shares:23.7K
Value:$282.3K
KINDER MORGAN, INC.
Shares:9.8K
Value:$279.9K
LOWES COMPANIES INC
Shares:1.2K
Value:$278.5K
MSCI Inc.
Shares:490
Value:$277.1K
AT&T INC.
Shares:9.2K
Value:$258.8K
72201R833
Shares:2.6K
Value:$258.1K
Shares:4.8K
Value:$256.7K
Hess Midstream LP
Shares:6.0K
Value:$253.7K
97717Y527
Shares:5.0K
Value:$252.4K
HELIOS TECHNOLOGIES, INC.
Shares:7.7K
Value:$248.6K
CVS HEALTH Corp
Shares:3.7K
Value:$247.4K
Ollie's Bargain Outlet Holdings, Inc.
Shares:2.1K
Value:$245.8K
97717X511
Shares:5.5K
Value:$238.8K
Zscaler, Inc.
Shares:1.2K
Value:$238.1K
CME GROUP INC.
Shares:896
Value:$237.7K
37954Y848
Shares:6.0K
Value:$236.7K