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CIK: 0000946629
Total reported value
$185.7M
$185.7M
181 檔
14.7%
In Q2 2025, Leigh Baldwin & Co., LLC's U.S. equity holdings reached a combined market value of $185.7M, distributed across 181 disclosed stock positions.
During Q2 2025, Leigh Baldwin & Co., LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.69% | -0.52% | -9.16% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.10% | +0.13% | +32.50% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 3.30% | -0.02% | +22.22% | |
| 4 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.95% | — | +0.32% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.87% | -0.44% | +5.67% | |
| 6 | CGGR | Cap Group Growth Equity | ETF-Other | 2.73% | +0.44% | +40.80% | |
| 7 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.51% | -0.01% | +31.64% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.47% | -0.22% | +5.91% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 2.37% | -0.02% | +24.90% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.36% | -0.57% | +4.66% | |
| 11 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.09% | -0.01% | +39.66% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.92% | +0.93% | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.85% | -0.16% | -6.92% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.59% | -0.53% | +29.06% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.54% | +0.14% | +10.26% | |
| 16 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.44% | +0.12% | +2.96% | |
| 17 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.32% | -0.57% | +77.82% | |
| 18 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 1.23% | -0.01% | — | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.11% | -0.06% | +1.51% | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 1.04% | -0.11% | +1.17% | |
| 21 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.02% | -0.10% | +0.55% | |
| 22 | PNC | Pnc Financial Services Group | Stock-Financials | 1.01% | — | +0.83% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 1.00% | -0.28% | -26.65% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | -0.19% | +1.54% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.93% | -0.20% | -49.49% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | -0.55% | +3.56% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | — | -2.26% | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.77% | -0.13% | -22.46% | |
| 29 | WM | Waste Management Inc | Stock-Industrials | 0.76% | -0.13% | -0.49% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.04% | -4.13% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.07% | +17.40% | |
| 32 | KORP | American Century Diversified | ETF-Other | 0.70% | — | +42.62% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.70% | +0.01% | -19.37% | |
| 34 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.69% | — | +3.33% | |
| 35 | CGBL | Cap Group Core Balanced | ETF-Other | 0.68% | -0.05% | +56.34% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.12% | -0.38% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.65% | -0.03% | +3.98% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.63% | -0.09% | +80.57% | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.61% | -0.25% | +4.09% | |
| 40 | NNY | Nuveen New York Muni Val | Stock-Other | 0.60% | -0.10% | +4.53% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | -0.06% | +11.23% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.03% | +2.77% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.59% | — | +1.63% | |
| 44 | PFS | Provident Financial Services | Stock-Other | 0.58% | — | +1.42% | |
| 45 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.57% | +0.07% | +40.04% | |
| 46 | NRG | Nrg Energy Inc | Stock-Utilities | 0.56% | -0.05% | -12.03% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | -0.15% | +0.94% | |
| 48 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.55% | -0.02% | +2.24% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.18% | +102.89% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.31% | -4.42% |
According to official SEC Form 13F filings, Leigh Baldwin & Co., LLC reported a total U.S. public equity portfolio value of $185.7M across 181 disclosed positions in Q2 2025.
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 NVDA, IWF, DGRO) accounted for 14.7% of total reported equity market value during Q2 2025.
During Q2 2025, Leigh Baldwin & Co., LLC's top holdings by market value included NVDA (4.7%)、IWF (4.1%)、DGRO (3.3%). The largest single position, NVDA, represented 4.7% of total portfolio value.
In Q2 2025, Leigh Baldwin & Co., LLC 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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