LEIGH BALDWIN & CO., LLC

Q1 2025 13F Holdings

  • Location
    cazenovia, NY
  • Num holdings

    170

  • Value ($000)

    $124,264

  • Date Filed
    05/13/2025
  • Form type
    13F-HR
  • CIK
    0000946629
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
$5.39M
4 %

49,722

AAPL
AAPL

APPLE INC

COM
$4.47M
4 %

20,111

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
$4.00M
3 %

11,074

DGRO
DGRO

ISHARES TR

CORE DIV GRWTH
$3.97M
3 %

64,284

VEEV
VEEV

VEEVA SYS INC

CL A COM
$3.59M
3 %

15,504

AMZN
AMZN

AMAZON COM INC

COM
$3.08M
3 %

16,192

CGCP
CGCP

CAPITAL GRP FIXED INCM ETF T

CORE PLUS INCM
$2.90M
2 %

129,074

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$2.74M
2 %

4,898

RDVY
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
$2.69M
2 %

45,900

MSFT
MSFT

MICROSOFT CORP

COM
$2.59M
2 %

6,892

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