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 7 of 12
46138G698
Shares:6.6K
Value:$655.6K
Hims & Hers Health, Inc.
Shares:21.9K
Value:$646.3K
CATERPILLAR INC
Shares:2.0K
Value:$644.8K
Walt Disney Co
Shares:6.5K
Value:$643.0K
SOUTHERN CO
Shares:7.0K
Value:$640.3K
92204A603
Shares:2.6K
Value:$639.4K
NETFLIX INC
Shares:649
Value:$605.2K
O REILLY AUTOMOTIVE INC
Shares:417
Value:$597.4K
922908769
Shares:2.1K
Value:$590.9K
WELLS FARGO & COMPANY/MN
Shares:8.2K
Value:$587.1K
921937835
Shares:7.9K
Value:$580.5K
92189F106
Shares:12.5K
Value:$572.6K
97717W422
Shares:13.1K
Value:$571.3K
81369Y407
Shares:2.8K
Value:$547.0K
PLAINS ALL AMERICAN PIPELINE LP
Shares:26.4K
Value:$528.2K
American Healthcare REIT, Inc.
Shares:17.4K
Value:$526.4K
INTUIT INC.
Shares:855
Value:$525.0K
American Water Works Company, Inc.
Shares:3.5K
Value:$523.3K
METTLER TOLEDO INTERNATIONAL INC/
Shares:442
Value:$522.0K
Kinsale Capital Group, Inc.
Shares:1.1K
Value:$515.9K