BALDWIN WEALTH PARTNERS LLC/MA
Q1 2025 13F Holdings
- Locationmarion, MA
- Num holdings
228
- Value ($000)
$1,425,475
- Date Filed04/14/2025
- Form type13F-HR
- CIK0001021258
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $89.21M | 6 % | 401,625 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $75.06M | 5 % | 199,953 | ||
JBND J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | $72.37M | 5 % | 1,352,137 | ||
AMZN AMAZON COM INC | COM | 023135106 | $67.11M | 5 % | 352,752 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $56.49M | 4 % | 365,321 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $51.94M | 4 % | 479,269 | ||
TIP ISHARES TR | TIPS BD ETF | 464287176 | $50.89M | 4 % | 458,115 | ||
V VISA INC | COM CL A | 92826C839 | $44.18M | 3 % | 126,062 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $36.57M | 3 % | 38,662 | ||
BX BLACKSTONE INC | COM | 09260D107 | $34.17M | 2 % | 244,450 |
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