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BALDWIN WEALTH PARTNERS LLC/MA13F | |
| BALDWIN WEALTH PARTNERS LLC/MA | |
| Last update 2025-04-14 | 228 Stocks (11 new) |
| Value $1.43 Bil | Turnover 5 % |
BALDWIN WEALTH PARTNERS LLC/MA... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 401,625 | 89,212.9 | -0.60% | 6.260 | -0.04% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
MSFT | Microsoft Corp | 199,953 | 75,060.2 | +1.10% | 5.270 | +0.06% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
JBND | JP MORGAN ETF TRUS | 1,352,137 | 72,366.4 | +79.00% | 5.080 | +2.24% | 4.150 | +0.97% | +2.01% | 2,390.5 | ||
AMZN | Amazon.com Inc | 352,752 | 67,114.6 | +0.44% | 4.710 | +0.02% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 365,321 | 56,493.3 | +0.07% | 3.960 | 0% | 0.000 | +26.47% | +1.32% | 2,326,066.7 | Interactive Media | |
NVDA | NVIDIA Corp | 479,269 | 51,943.2 | -2.87% | 3.640 | -0.13% | 0.000 | +68.92% | +24.40% | 4,073,453.7 | Semiconductors | |
TIP | iShares TIPS Bond ETF | 458,115 | 50,891.9 | +6.74% | 3.570 | +0.23% | 0.340 | +1.11% | +3.31% | 13,804.0 | ||
V | Visa Inc | 126,062 | 44,179.7 | +0.11% | 3.100 | 0% | 0.010 | +6.35% | +11.71% | 687,358.6 | Credit Services | |
COST | Costco Wholesale Corp | 38,662 | 36,565.8 | +0.23% | 2.570 | +0.01% | 0.010 | -3.72% | +3.01% | 417,582.5 | Retail - Defensive | |
BX | Blackstone Inc | 244,450 | 34,169.2 | +0.31% | 2.400 | +0.01% | 0.030 | +36.56% | -0.23% | 129,534.6 | Asset Management |
BALDWIN WEALTH PARTNERS LLC/MA's Historical Top Holdings Breakdowns
BALDWIN WEALTH PARTNERS LLC/MA's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JBND | JP MORGAN ETF TRUS | 2025-03-31 | Add Add | +2.24% | 51.74 ($52.79) 53.63 | $53.30 | 0.97% | Add 79% | 1,352,137 | 596,750 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.67% | 442.66 ($486.15) 534.52 | $478.13 | -1.65% | New holding | 17,852 | 17,852 | |
NVO | Novo Nordisk AS | 2025-03-31 | Add Add | +0.59% | 69.3 ($82.59) 90.95 | $66.78 | -19.14% | Add 248.02% | 169,516 | 120,808 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | Sold Out Sold Out | -0.56% | 663000 ($729331) 801950 | $714,710.00 | -2.00% | Sold Out | 0 | -17,880 | |
ON | ON Semiconductor Corp | 2025-03-31 | Sold Out Sold Out | -0.44% | 40.69 ($50.33) 64.51 | $62.45 | 24.08% | Sold Out | 0 | -101,789 | |
MSCI | MSCI Inc | 2025-03-31 | Reduce Reduce | -0.41% | 541.46 ($581.29) 628.34 | $526.48 | -9.43% | Reduce -95.32% | 490 | -9,986 | |
COO | The Cooper Companies Inc | 2025-03-31 | Add Add | +0.30% | 77.73 ($89.6) 99.45 | $73.03 | -18.49% | Add 44.73% | 164,581 | 50,862 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Reduce Reduce | -0.25% | 71.17 ($72.57) 73.66 | $73.18 | 0.84% | Reduce -86.51% | 7,904 | -50,667 | |
TIP | iShares TIPS Bond ETF | 2025-03-31 | Add Add | +0.23% | 106.22 ($108.63) 111.09 | $110.08 | 1.33% | Add 6.74% | 458,115 | 28,932 | |
HON | Honeywell International Inc | 2025-03-31 | Reduce Reduce | -0.18% | 202.75 ($214.7) 226.52 | $236.58 | 10.19% | Reduce -16.98% | 55,875 | -11,428 |
BALDWIN WEALTH PARTNERS LLC/MA Total Holding History ($B)
BALDWIN WEALTH PARTNERS LLC/MA's Asset Allocation
BALDWIN WEALTH PARTNERS LLC/MA Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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BALDWIN WEALTH PARTNERS LLC/MA's Hypothetical Growth since 2025-03-31
BALDWIN WEALTH PARTNERS LLC/MA's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BALDWIN WEALTH PARTNERS LLC/MA's Holdings Heat Map
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BALDWIN WEALTH PARTNERS LLC/MA's Holdings Bubble Chart
BALDWIN WEALTH PARTNERS LLC/MA News
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