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 6 of 12
81752T528
Shares:30.9K
Value:$821.8K
46138G102
Shares:16.6K
Value:$765.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
17.0K | All Managers (Combined) | $907.5K | |||
6.8K | QoQ -7.16% (-528)YoY +4.57% (+299) | All Managers (Combined) | $907.2K | ||
3.2K | QoQ -8.06% (-281)YoY -5.12% (-173) | All Managers (Combined) | $907.0K | ||
WEYERHAEUSER CO(WYcusip962166104) | 30.4K | All Managers (Combined) | $890.1K | ||
8.7K | QoQ 0.00% (-0)YoY -4.38% (-400) | All Managers (Combined) | $850.6K | ||
1.6K | All Managers (Combined) | $845.3K | |||
TC ENERGY CORP(TRPcusip87807B107) | 17.7K | QoQ 0.00% (+0) | All Managers (Combined) | $836.9K | |
12.0K | All Managers (Combined) | $830.8K | |||
(cusip81752T528)✕ | 30.9K | YoY NEW(+30.9K) | All Managers (Combined) | $821.8K | YoY NEW(+$821.8K) |
15.3K | All Managers (Combined) | $778.1K | |||
TELEFLEX INC(TFXcusip879369106) | 5.6K | QoQ -4.67% (-275)YoY -8.03% (-490) | All Managers (Combined) | $775.2K | |
5.4K | QoQ +8.58% (+429)YoY +4.60% (+239) | All Managers (Combined) | $772.1K | ||
DEERE & CO(DEcusip244199105) | 1.6K | QoQ 0.00% (+0)YoY +5.38% (+84) | All Managers (Combined) | $771.6K | |
(cusip46138G102)✕ | 16.6K | QoQ 0.00% (-0)YoY -0.87% (-146) | All Managers (Combined) | $765.8K | |
16.5K | QoQ +0.44% (+74)YoY +3.25% (+520) | All Managers (Combined) | $747.6K | ||
PFIZER INC(PFEcusip717081103) | 29.2K | All Managers (Combined) | $739.0K | ||
2.7K | QoQ -0.68% (-19)YoY +1.03% (+28) | All Managers (Combined) | $724.9K | ||
15.7K | All Managers (Combined) | $685.2K | |||
17.5K | All Managers (Combined) | $671.4K | |||
11.4K | QoQ 0.00% (+0)YoY +8.19% (+860) | All Managers (Combined) | $659.6K |