BW

BALDWIN WEALTH PARTNERS LLC/MA

13F
BALDWIN WEALTH PARTNERS LLC/MA
Last update 2024-10-16 1079 Stocks (383 new)
Value $1.47 Bil Turnover 10 %
Countries:
Top Holdings: AAPL(6.31%)MSFT(5.55%)AMZN(4.45%)NVDA(4.24%)GOOGL(4.05%)
Portfolio Report
Summary Stock Picks Current Portfolio
BALDWIN WEALTH PARTNERS LLC/MA... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
397,359
92584.560
-2.51%
6.310
-0.17%
0.000
+1.56%
-7.82%
3490849.675
Hardware
MSFT 		Microsoft Corp
189,087
81364.260
+5.42%
5.550
+0.29%
0.000
-0.08%
-1.50%
3074992.339
Software
AMZN 		Amazon.com Inc
350,617
65330.460
+1.28%
4.450
+0.06%
0.000
+15.62%
-0.49%
2283641.680
Retail - Cyclical
NVDA 		NVIDIA Corp
512,542
62243.340
+19.35%
4.240
+0.69%
0.000
-1.76%
-1.39%
3229741.200
Semiconductors
GOOGL 		Alphabet Inc
358,230
59412.460
-0.03%
4.050
0%
0.000
+16.59%
+0.42%
2323017.290
Interactive Media
BX 		Blackstone Inc
242,755
37173.050
-0.29%
2.530
-0.01%
0.030
+8.34%
-4.33%
124508.467
Asset Management
COST 		Costco Wholesale Corp
41,007
36353.530
-0.94%
2.480
-0.03%
0.010
+4.38%
+1.14%
410038.263
Retail - Defensive
V 		Visa Inc
122,805
33765.140
+1.67%
2.300
+0.04%
0.010
+10.10%
-3.39%
589780.437
Credit Services
TIP 		iShares TIPS Bond ETF
281,334
31078.910
-1.74%
2.120
-0.04%
0.170
-2.64%
-0.37%
13090.173
 
KLAC 		KLA Corp
35,770
27700.650
+0.95%
1.890
+0.02%
0.030
-15.28%
+7.77%
91177.354
Semiconductors

BALDWIN WEALTH PARTNERS LLC/MA's Historical Top Holdings Breakdowns

BALDWIN WEALTH PARTNERS LLC/MA's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HUM 		Humana Inc2024-03-31Reduce
-1.26%
●
337.92 ($379.01) 470.1
$289.02
-23.74%
Reduce -86.28%
5,578
-35,068
VBR 		Vanguard Small Cap Value ETF2024-06-30Reduce
-0.88%
●
177.65 ($184.73) 191.11
$195.03
5.58%
Reduce -79.59%
15,695
-61,220
OMFL 		Invesco Russell 1000 Dynamic Multifactor ETF2023-06-30New Buy
+0.86%
●
46.24 ($47.25) 48.98
$53.57
13.38%
New holding
212,968
212,968
PNC 		PNC Financial Services Group Inc2023-12-31Reduce
-0.84%
●
109.71 ($129.47) 155.63
$190.41
47.07%
Reduce -96.27%
3,070
-79,236
SBUX 		Starbucks Corp2024-06-30Reduce
-0.82%
●
72.5 ($81.44) 91.53
$91.56
12.43%
Reduce -94.18%
7,319
-118,450
FRCB 		First Republic Bank2023-03-31Reduce
-0.82%
●
12.18 ($102.49) 147
$0
-100.00%
Reduce -79.28%
19,520
-74,706
COO 		The Cooper Companies Inc2023-12-31New Buy
+0.74%
●
76.72 ($83.89) 95
$90.58
7.97%
New holding
99,292
24,823
DCMB 		DCMB2024-09-30New Buy
+0.69%
●
51.08 ($51.51) 51.83
$51.38
-0.25%
New holding
194,950
194,950
NVDA 		NVIDIA Corp2024-09-30Add
+0.69%
●
98.91 ($118.12) 134.91
$131.88
11.65%
Add 19.35%
512,542
83,108
SHW 		Sherwin-Williams Co2023-06-30Add
+0.68%
●
222.22 ($235.26) 265.52
$330.31
40.40%
Add 44814.29%
31,440
31,370

BALDWIN WEALTH PARTNERS LLC/MA Total Holding History ($B)

To

BALDWIN WEALTH PARTNERS LLC/MA's Asset Allocation

To

BALDWIN WEALTH PARTNERS LLC/MA Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BALDWIN WEALTH PARTNERS LLC/MA's Hypothetical Growth since 2024-09-30

BALDWIN WEALTH PARTNERS LLC/MA's Yearly Returns

Year Portfolio % % Excess Gain %

BALDWIN WEALTH PARTNERS LLC/MA's Holdings Heat Map

Size field:

BALDWIN WEALTH PARTNERS LLC/MA's Holdings Bubble Chart

BALDWIN WEALTH PARTNERS LLC/MA News

  • 1

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