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CIK: 0001021258
Total reported value
$1.5B
$1.5B
1079 檔
23.6%
In Q3 2024, Baldwin Wealth Partners Llc/ma's U.S. equity holdings reached a combined market value of $1.5B, distributed across 1079 disclosed stock positions.
During Q3 2024, Baldwin Wealth Partners Llc/ma's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1079 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.31% | +0.17% | -2.51% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.55% | -0.39% | +5.42% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.45% | +0.14% | +1.28% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.24% | +0.80% | +19.35% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.05% | +0.61% | -0.03% | |
| 6 | BX | Blackstone Inc | Stock-Financials | 2.53% | -0.12% | -0.29% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.48% | -0.29% | -0.94% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.30% | +0.03% | +1.67% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.12% | -0.32% | -1.74% | |
| 10 | KLAC | Kla CORP | Stock-Tech | 1.89% | +1.55% | +0.95% | |
| 11 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.89% | -0.06% | +1.95% | |
| 12 | URI | United Rentals Inc | Stock-Industrials | 1.86% | +0.18% | +0.57% | |
| 13 | WM | Waste Management Inc | Stock-Industrials | 1.83% | -0.27% | +1.40% | |
| 14 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.65% | -0.07% | +48.23% | |
| 15 | NEE | Nextera Energy Inc | Stock-Utilities | 1.61% | -0.26% | -16.64% | |
| 16 | ADBE | Adobe Inc | Stock-Tech | 1.52% | -0.04% | +2.23% | |
| 17 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.49% | -0.05% | +5.10% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.46% | -0.02% | +3.38% | |
| 19 | ACN | Accenture plc | Stock-Tech | 1.43% | -0.02% | EXIT | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 1.43% | -0.14% | -0.17% | |
| 21 | ADI | Analog Devices Inc | Stock-Tech | 1.36% | +0.12% | -1.26% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.35% | +0.05% | -0.12% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | +0.03% | +5.42% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -0.44% | -12.33% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 1.07% | -0.65% | +1.33% | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 1.06% | +0.47% | +4.74% | |
| 27 | IAU | Ishares Gold Trust | ETF-Commodities | 1.06% | -0.40% | -1.83% | |
| 28 | FISV | Fiserv Inc | Stock-Other | 1.04% | -0.08% | -1.25% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | -0.08% | -3.55% | |
| 30 | GRMN | Garmin Ltd. | Stock-Tech | 0.96% | -0.08% | -17.80% | |
| 31 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.95% | — | +1.61% | |
| 32 | ZTS | Zoetis Inc | Stock-Healthcare | 0.94% | — | +1.18% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.91% | -0.07% | EXIT | |
| 34 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.85% | — | +3.09% | |
| 35 | AMLP | Alerian Mlp ETF | ETF-Other | 0.83% | -0.12% | -0.92% | |
| 36 | REG | Regency Centers CORP | Stock-Real Estate | 0.77% | -0.03% | +1.02% | |
| 37 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.75% | — | +5.07% | |
| 38 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.70% | -0.06% | -1.55% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.01% | +11.91% | |
| 40 | DCRE | Dbl Comm Real Est Debt | ETF-Other | 0.69% | -0.04% | — | |
| 41 | WAT | Waters CORP | Stock-Healthcare | 0.69% | +0.03% | -1.92% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.68% | -0.31% | +6.45% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.07% | +1.77% | |
| 44 | PLD | Prologis Inc | Stock-Real Estate | 0.66% | -0.02% | +5.85% | |
| 45 | SPGI | S&p Global Inc | Stock-Financials | 0.65% | -0.06% | +5.22% | |
| 46 | ITW | Illinois Tool Works | Stock-Industrials | 0.65% | -0.06% | -0.32% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.08% | -22.99% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.03% | +11.22% | |
| 49 | EPD | Enterprise Products Partners | Stock-Energy | 0.52% | -0.06% | -3.90% | |
| 50 | DOV | Dover CORP | Stock-Industrials | 0.51% | -0.02% | -1.28% |
According to official SEC Form 13F filings, Baldwin Wealth Partners Llc/ma reported a total U.S. public equity portfolio value of $1.5B across 1079 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 23.6% of total reported equity market value during Q3 2024.
During Q3 2024, Baldwin Wealth Partners Llc/ma's top holdings by market value included AAPL (6.3%)、MSFT (5.5%)、AMZN (4.5%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q3 2024, Baldwin Wealth Partners Llc/ma made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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