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 2 of 12
464285204
Shares:303.4K
Value:$17.9M
00162Q452
Shares:228.2K
Value:$11.9M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
GARMIN LTD(GRMNcusipH2906T109) | 84.3K | All Managers (Combined) | $18.3M | ||
200.6K | All Managers (Combined) | $18.0M | |||
(cusip464285204)✕ | 303.4K | All Managers (Combined) | $17.9M | ||
ADOBE INC.(ADBEcusip00724F101) | 46.6K | All Managers (Combined) | $17.9M | ||
FISERV INC(FIcusip337738108) | 80.6K | All Managers (Combined) | $17.8M | ||
83.7K | All Managers (Combined) | $16.9M | |||
80.1K | QoQ +0.08% (-72)YoY -0.81% (-659) | All Managers (Combined) | $16.4M | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 136.8K | All Managers (Combined) | $16.3M | ||
65.2K | All Managers (Combined) | $15.4M | |||
164.6K | All Managers (Combined) | $13.9M | |||
229.2K | All Managers (Combined) | $13.6M | |||
38.7K | QoQ +0.68% (+264)YoY +1.62% (+619) | All Managers (Combined) | $13.5M | ||
Zoetis Inc.(ZTScusip98978V103) | 78.1K | All Managers (Combined) | $12.9M | ||
169.2K | All Managers (Combined) | $12.5M | |||
73.9K | All Managers (Combined) | $12.3M | |||
50.9K | QoQ -0.07% (-36)YoY +0.22% (-113) | All Managers (Combined) | $12.1M | ||
CHEVRON CORP(CVXcusip166764100) | 71.4K | All Managers (Combined) | $11.9M | ||
(cusip00162Q452)✕ | 228.2K | All Managers (Combined) | $11.9M | ||
55.9K | All Managers (Combined) | $11.8M | |||
NOVO NORDISK A S(NVOcusip670100205) | 169.2K | All Managers (Combined) | $11.7M |