LB
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LEIGH BALDWIN & CO., LLC13F | |
LEIGH BALDWIN & CO., LLC | |
Last update 2025-05-13 | 170 Stocks (19 new) |
Value $124.00 Mil | Turnover 13 % |
LEIGH BALDWIN & CO., LLC 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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 49,722 | 5,389.0 | 0% | 4.340 | 0% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
AAPL | Apple Inc | 20,111 | 4,467.3 | -8.18% | 3.590 | -0.38% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
IWF | iShares Russell 1000 Growth ETF | 11,074 | 3,999.0 | +35.59% | 3.220 | +0.85% | 0.000 | +23.74% | +6.86% | 112,698.5 | ||
DGRO | iShares Core Dividend Growth ETF | 64,284 | 3,971.5 | +30.59% | 3.200 | +0.75% | 0.010 | +9.81% | +7.41% | 32,633.9 | ||
VEEV | Veeva Systems Inc | 15,504 | 3,591.2 | 0% | 2.890 | 0% | 0.010 | +28.35% | +35.22% | 46,456.5 | Healthcare Providers & Services | |
AMZN | Amazon.com Inc | 16,192 | 3,080.7 | +0.75% | 2.480 | +0.02% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
CGCP | Capital Group Core Plus Income ETF | 129,074 | 2,897.7 | +28.24% | 2.330 | +0.51% | 0.060 | +0.95% | +3.58% | 5,160.9 | ||
SPY | SPDR S&P 500 ETF Trust | 4,898 | 2,740.4 | +70.90% | 2.210 | +0.92% | 0.000 | +16.86% | +7.34% | 643,153.0 | ||
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 45,900 | 2,687.0 | +21.19% | 2.160 | +0.38% | 0.020 | +14.43% | +8.61% | 15,291.3 | ||
MSFT | Microsoft Corp | 6,892 | 2,587.3 | -15.05% | 2.080 | -0.43% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software |
LEIGH BALDWIN & CO., LLC's Historical Top Holdings Breakdowns
LEIGH BALDWIN & CO., LLC'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 |
---|---|---|---|---|---|---|---|---|---|---|---|
FDEC |
FT Vest U.S. Equity Buffer ETF - December
FT Vest U.S. Equity Buffer ETF - December
| 2025-03-31 | New Buy New Buy | +1.59% | 42.86 ($44.73) 45.92 | $46.99 | 5.06% | New holding | 45,470 | 45,470 | |
TSLA | Tesla Inc | 2025-03-31 | Add Add | +1.06% | 222.15 ($333.26) 428.22 | $315.35 | -5.37% | Add 138.36% | 8,786 | 5,100 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.92% | 551.42 ($587.78) 612.93 | $625.34 | 6.39% | Add 70.9% | 4,898 | 2,032 | |
IWF | iShares Russell 1000 Growth ETF | 2025-03-31 | Add Add | +0.85% | 360.07 ($394.62) 417.26 | $428.27 | 8.53% | Add 35.59% | 11,074 | 2,907 | |
DGRO | iShares Core Dividend Growth ETF | 2025-03-31 | Add Add | +0.75% | 60.46 ($62.66) 64.42 | $65.22 | 4.09% | Add 30.59% | 64,284 | 15,060 | |
CGGR | Capital Group Growth ETF | 2025-03-31 | Add Add | +0.73% | 33.98 ($37.42) 39.84 | $40.83 | 9.11% | Add 57.45% | 72,490 | 26,450 | |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 2025-03-31 | Reduce Reduce | -0.63% | 80.76 ($89.26) 94.96 | $90.88 | 1.81% | Reduce -58.96% | 5,803 | -8,338 | |
BINC | iShares Flexible Income Active ETF | 2025-03-31 | Add Add | +0.58% | 51.89 ($52.37) 52.82 | $52.59 | 0.42% | Add 184.07% | 21,345 | 13,831 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-03-31 | New Buy New Buy | +0.53% | 80.05 ($87.3) 92.39 | $96.07 | 10.05% | New holding | 8,257 | 8,257 | |
CGCP | Capital Group Core Plus Income ETF | 2025-03-31 | Add Add | +0.51% | 21.94 ($22.37) 22.64 | $22.45 | 0.36% | Add 28.24% | 129,074 | 28,420 |
LEIGH BALDWIN & CO., LLC Total Holding History ($B)
LEIGH BALDWIN & CO., LLC's Asset Allocation
LEIGH BALDWIN & CO., LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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LEIGH BALDWIN & CO., LLC's Hypothetical Growth since 2025-03-31
LEIGH BALDWIN & CO., LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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LEIGH BALDWIN & CO., LLC's Holdings Heat Map
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LEIGH BALDWIN & CO., LLC's Holdings Bubble Chart
LEIGH BALDWIN & CO., LLC News
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