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 7 of 12
46138G698
Shares:6.6K
Value:$655.6K
92204A603
Shares:2.6K
Value:$639.4K
97717W422
Shares:13.1K
Value:$571.3K
81369Y407
Shares:2.8K
Value:$547.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46138G698)✕ | 6.6K | QoQ 0.00% (+0)YoY -5.87% (-412) | All Managers (Combined) | $655.6K | |
21.9K | All Managers (Combined) | $646.3K | |||
CATERPILLAR INC(CATcusip149123101) | 2.0K | QoQ +1.55% (-30) | All Managers (Combined) | $644.8K | |
Walt Disney Co(DIScusip254687106) | 6.5K | QoQ -7.20% (-506)YoY -2.86% (-192) | All Managers (Combined) | $643.0K | |
SOUTHERN CO(SOcusip842587107) | 7.0K | QoQ 0.00% (+0)YoY +0.92% (+64) | All Managers (Combined) | $640.3K | |
(cusip92204A603)✕ | 2.6K | All Managers (Combined) | $639.4K | ||
NETFLIX INC(NFLXcusip64110L106) | 649 | QoQ +0.46% (+3) | All Managers (Combined) | $605.2K | |
417 | QoQ -0.95% (-4) | All Managers (Combined) | $597.4K | ||
2.1K | QoQ 0.00% (-0)YoY +3.46% (+72) | All Managers (Combined) | $590.9K | ||
8.2K | All Managers (Combined) | $587.1K | |||
7.9K | All Managers (Combined) | $580.5K | |||
12.5K | QoQ NEW(+12.5K) | All Managers (Combined) | $572.6K | QoQ NEW(+$572.6K) | |
(cusip97717W422)✕ | 13.1K | QoQ 0.00% (-0) | All Managers (Combined) | $571.3K | |
(cusip81369Y407)✕ | 2.8K | All Managers (Combined) | $547.0K | ||
26.4K | QoQ 0.00% (+0)YoY -0.93% (-250) | All Managers (Combined) | $528.2K | ||
17.4K | QoQ 0.00% (+0)YoY NEW(+17.4K) | All Managers (Combined) | $526.4K | YoY NEW(+$526.4K) | |
INTUIT INC.(INTUcusip461202103) | 855 | QoQ +1.42% (-12)YoY +3.01% (-25) | All Managers (Combined) | $525.0K | |
3.5K | QoQ 0.00% (+0) | All Managers (Combined) | $523.3K | ||
442 | QoQ 0.00% (-0)YoY +3.03% (-13) | All Managers (Combined) | $522.0K | ||
1.1K | YoY +0.95% (-10) | All Managers (Combined) | $515.9K |