BALDWIN WEALTH PARTNERS LLC/MA
223 holdingsFiling period: 2026-03-31Current AUM: $1.50Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 352.2K | $89.4M | $108.8M | 7.25% | -25,836 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 293.6K | $84.4M | $104.6M | 6.97% | -52,408 | 2026-03-31 |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | 1.47M | $79.0M | $77.4M | 5.16% | +12.6K | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 450.3K | $78.5M | $90.4M | 6.03% | -26,615 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 312.6K | $65.1M | $84.9M | 5.66% | -24,650 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 149.5K | $55.3M | $69.5M | 4.63% | -17,913 | 2026-03-31 |
| 7 | TIP | ISHARES TR | 394.2K | $43.5M | $42.4M | 2.83% | -66,178 | 2026-03-31 |
| 8 | KLAC | KLA CORP | 26.6K | $39.1M | $4.9M | 0.32% | -4,112 | 2026-03-31 |
| 9 | GLD | SPDR GOLD TR | 86.0K | $37.0M | $31.9M | 2.13% | +5.8K | 2026-03-31 |
| 10 | V | VISA INC | 111.9K | $33.8M | $41.0M | 2.73% | -7,998 | 2026-03-31 |
| 11 | WM | WASTE MGMT INC DEL | 121.0K | $27.8M | $27.4M | 1.83% | -11,184 | 2026-03-31 |
| 12 | OMFL | INVESCO EXCH TRD SLF IDX FD | 439.2K | $26.4M | $30.4M | 2.03% | -16,061 | 2026-03-31 |
| 13 | IAU | ISHARES GOLD TR | 294.8K | $26.0M | $22.5M | 1.50% | +1.0K | 2026-03-31 |
| 14 | JPM | JPMORGAN CHASE & CO | 84.7K | $24.9M | $29.8M | 1.99% | -11,094 | 2026-03-31 |
| 15 | BX | BLACKSTONE INC | 214.9K | $24.7M | $27.5M | 1.83% | -18,441 | 2026-03-31 |
| 16 | COST | COSTCO WHOLESALE CORPORATION | 24.4K | $24.3M | $23.2M | 1.55% | -12,860 | 2026-03-31 |
| 17 | NEE | NEXTERA ENERGY INC | 254.6K | $23.6M | $22.1M | 1.48% | -31,076 | 2026-03-31 |
| 18 | URI | UNITED RENTALS INC | 30.1K | $21.9M | $32.5M | 2.17% | -6,027 | 2026-03-31 |
| 19 | ADI | ANALOG DEVICES INC | 64.3K | $20.5M | $23.6M | 1.58% | -3,239 | 2026-03-31 |
| 20 | XOM | EXXON MOBIL CORP | 119.3K | $20.2M | $18.5M | 1.24% | -8,059 | 2026-03-31 |
| 21 | XOM | EXXON MOBIL CORP | 119.3K | $20.2M | $18.5M | 1.24% | -8,059 | 2026-03-31 |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS | 82.5K | $20.0M | $18.4M | 1.23% | -1,420 | 2026-03-31 |
| 23 | — | ASML HLDG NV | 14.5K | $19.2M | $19.2M | 1.28% | -1,582 | 2026-03-31 |
| 24 | JNJ | JOHNSON & JOHNSON | 64.8K | $15.8M | $16.6M | 1.11% | -2,388 | 2026-03-31 |
| 25 | VGIT | VANGUARD SCOTTSDALE FDS | 252.7K | $15.0M | $14.7M | 0.98% | +3.4K | 2026-03-31 |
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