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:
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Page 11 of 12
464287556
Shares:1.7K
Value:$216.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
878 | QoQ NEW(+878) YoY NEW(+878) | All Managers (Combined) | $234.2K | QoQ NEW(+$234.2K) YoY NEW(+$234.2K) | |
916 | QoQ 0.00% (-0)YoY NEW(+916) | All Managers (Combined) | $233.0K | YoY NEW(+$233.0K) | |
3.8K | All Managers (Combined) | $232.2K | |||
3.1K | QoQ -3.18% (-103)YoY NEW(+3.1K) | All Managers (Combined) | $227.5K | YoY NEW(+$227.5K) | |
29.2K | YoY NEW(+29.2K) | All Managers (Combined) | $226.6K | YoY NEW(+$226.6K) | |
818 | QoQ 0.00% (+0)YoY +7.20% (+55) | All Managers (Combined) | $223.0K | ||
1.7K | QoQ NEW(+1.7K) | All Managers (Combined) | $222.0K | QoQ NEW(+$222.0K) | |
DEXCOM INC(DXCMcusip252131107) | 3.2K | QoQ -2.12% (-70)YoY -3.59% (-120) | All Managers (Combined) | $219.8K | |
(cusip464287556)✕ | 1.7K | QoQ -5.30% (-95) | All Managers (Combined) | $216.8K | |
1.5K | QoQ +1.47% (+22)YoY NEW(+1.5K) | All Managers (Combined) | $214.4K | YoY NEW(+$214.4K) | |
Corteva, Inc.(CTVAcusip22052L104) | 3.4K | QoQ NEW(+3.4K) YoY -2.74% (-95) | All Managers (Combined) | $211.9K | QoQ NEW(+$211.9K) |
2.2K | QoQ -3.45% (-80) | All Managers (Combined) | $209.6K | ||
2.5K | All Managers (Combined) | $208.7K | |||
1.6K | QoQ NEW(+1.6K) YoY NEW(+1.6K) | All Managers (Combined) | $207.9K | QoQ NEW(+$207.9K) YoY NEW(+$207.9K) | |
WATSCO INC(WSOcusip942622200) | 407 | QoQ -5.56% (-24) | All Managers (Combined) | $206.9K | |
847 | QoQ NEW(+847) YoY -3.20% (-28) | All Managers (Combined) | $206.7K | QoQ NEW(+$206.7K) | |
US BANCORP \DE\(USBcusip902973304) | 4.9K | All Managers (Combined) | $205.4K | ||
STARBUCKS CORP(SBUXcusip855244109) | 2.1K | All Managers (Combined) | $204.8K | ||
5.0K | QoQ NEW(+5.0K) YoY 0.00% (+0) | All Managers (Combined) | $204.8K | QoQ NEW(+$204.8K) | |
12.1K | QoQ 0.00% (-0) | All Managers (Combined) | $204.5K |