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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Page 5 of 12
HCI Group, Inc.
Shares:12.2K
Value:$1.8M
Apollo Global Management, Inc.
Shares:13.2K
Value:$1.8M
FASTENAL CO
Shares:22.2K
Value:$1.7M
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
Shares:82.2K
Value:$1.7M
ONEOK INC /NEW/
Shares:16.8K
Value:$1.7M
AbbVie Inc.
Shares:7.8K
Value:$1.6M
Broadcom Inc.
Shares:9.5K
Value:$1.6M
BlackRock, Inc.
Shares:1.5K
Value:$1.5M
Bank of New York Mellon Corp
Shares:17.2K
Value:$1.4M
HOME DEPOT, INC.
Shares:3.8K
Value:$1.4M
EMERSON ELECTRIC CO
Shares:12.6K
Value:$1.4M
AMGEN INC
Shares:3.9K
Value:$1.2M
381430529
Shares:11.9K
Value:$1.2M
RESMED INC
Shares:5.2K
Value:$1.2M
464287655
Shares:5.6K
Value:$1.1M
921908844
Shares:5.5K
Value:$1.1M
33739H101
Shares:41.0K
Value:$1.0M
81369Y506
Shares:11.0K
Value:$1.0M
433323102
Shares:4.2K
Value:$992.3K
Shares:6.3K
Value:$932.3K