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

SEC FilingSEC DataHachi Filing

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
CIK: baldwin-wealth-partners-llcma
Manager Name: Baldwin-Wealth-Partners-Llcma

Data Enrichment

91% identified

227 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

250 positions • $1.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Infosys Ltd

INFY|456788108

Shares:11.1K

Value:$203.4K

% of Portfolio:0.0% ($203.4K/$1.4B)

KT CORP

KT|48268K101

Shares:10.2K

Value:$180.1K

% of Portfolio:0.0% ($180.1K/$1.4B)

464286327

Shares:10.6K

Value:$159.0K

% of Portfolio:0.0% ($159.0K/$1.4B)

CHIMERA INVESTMENT CORP

CIM|16934Q802

Shares:11.7K

Value:$150.7K

% of Portfolio:0.0% ($150.7K/$1.4B)

Orla Mining Ltd.

ORLA|68634K106

Shares:15.6K

Value:$145.7K

% of Portfolio:0.0% ($145.7K/$1.4B)

Beyond Air, Inc.

XAIR|08862L103

Shares:308.0K

Value:$83.9K

% of Portfolio:0.0% ($83.9K/$1.4B)

Grab Holdings Ltd

GRAB|G4124C109

Shares:18.0K

Value:$81.5K

% of Portfolio:0.0% ($81.5K/$1.4B)

Accenture plc

ACN|G1151C101

Shares:55

Value:$17.2K

% of Portfolio:0.0% ($17.2K/$1.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Infosys Ltd(INFYcusip456788108)	11.1K	QoQ -28.25% (-4.4K) YoY +1014.30% (+10.1K)	All Managers (Combined)	$203.4K	0.0% ($203.4K/$1.4B)	QoQ -40.26% (-$137.1K) YoY +1034.18% (+$185.4K)
KT CORP(KTcusip48268K101)	10.2K	QoQ -28.89% (-4.1K) YoY NEW(+10.2K)	All Managers (Combined)	$180.1K	0.0% ($180.1K/$1.4B)	QoQ -18.86% (-$41.9K) YoY NEW(+$180.1K)
(cusip464286327)✕	10.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$159.0K	0.0% ($159.0K/$1.4B)	QoQ +29.89% (+$36.6K) YoY +47.53% (+$51.2K)
CHIMERA INVESTMENT CORP(CIMcusip16934Q802)	11.7K	QoQ 0.00% (-0) YoY NEW(+11.7K)	All Managers (Combined)	$150.7K	0.0% ($150.7K/$1.4B)	QoQ -8.35% (-$13.7K) YoY NEW(+$150.7K)
Orla Mining Ltd.(ORLAcusip68634K106)	15.6K	QoQ +11.42% (+1.6K) YoY NEW(+15.6K)	All Managers (Combined)	$145.7K	0.0% ($145.7K/$1.4B)	QoQ +87.99% (+$68.2K) YoY NEW(+$145.7K)
Beyond Air, Inc.(XAIRcusip08862L103)	308.0K	QoQ 0.00% (-0) YoY +721.33% (+270.5K)	All Managers (Combined)	$83.9K	0.0% ($83.9K/$1.4B)	QoQ -23.98% (-$26.5K) YoY +28.62% (+$18.7K)
Grab Holdings Ltd(GRABcusipG4124C109)	18.0K	QoQ +26.24% (+3.7K) YoY NEW(+18.0K)	All Managers (Combined)	$81.5K	0.0% ($81.5K/$1.4B)	QoQ +21.16% (+$14.2K) YoY NEW(+$81.5K)
Accenture plc(ACNcusipG1151C101)	55	QoQ 0.00% (-0) YoY -99.90% (-59.9K)	All Managers (Combined)	$17.2K	0.0% ($17.2K/$1.4B)	QoQ -11.29% (-$2.2K) YoY -99.91% (-$20.8M)