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 3 of 12
Instrument | Shares | Other Manager | Value | ||
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S&P Global Inc.(SPGIcusip78409V104) | 20.2K | All Managers (Combined) | $10.3M | ||
90.8K | All Managers (Combined) | $10.0M | |||
26.7K | YoY NEW(+26.7K) | All Managers (Combined) | $9.8M | YoY NEW(+$9.8M) | |
Prologis, Inc.(PLDcusip74340W103) | 87.4K | All Managers (Combined) | $9.8M | ||
17.9K | QoQ NEW(+17.9K) | All Managers (Combined) | $9.5M | QoQ NEW(+$9.5M) | |
WATERS CORP /DE/(WATcusip941848103) | 25.5K | All Managers (Combined) | $9.4M | ||
16.4K | QoQ +3.11% (-495)YoY +2.92% (+465) | All Managers (Combined) | $9.2M | ||
52.3K | All Managers (Combined) | $8.9M | |||
258.8K | All Managers (Combined) | $8.8M | |||
Alphabet Inc.(GOOGcusip02079K107) | 54.4K | All Managers (Combined) | $8.5M | ||
101.9K | All Managers (Combined) | $8.0M | |||
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172.1K | All Managers (Combined) | $7.2M | |||
DOVER Corp(DOVcusip260003108) | 37.5K | All Managers (Combined) | $6.6M | ||
PAYCHEX INC(PAYXcusip704326107) | 37.6K | All Managers (Combined) | $5.8M | ||
49.6K | QoQ 0.00% (+0)YoY -0.25% (-125) | All Managers (Combined) | $5.8M | ||
268.8K | All Managers (Combined) | $5.0M | |||
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NOVARTIS AG(NVScusip66987V109) | 41.4K | All Managers (Combined) | $4.6M | ||
27.6K | All Managers (Combined) | $4.4M |