Baldwin Wealth Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 22, 2025), Baldwin Wealth Partners LLC reported 238 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 7.0% of the portfolio, followed by Microsoft (MSFT, 5.8%) and Amazon.com (AMZN, 5.3%). Compared with Q3 2024, it opened 4 new positions, sold out of 844, added to 67 and reduced 126. The biggest buy was a new position in JPMorgan Active Bond ETF (JBND) and the biggest sale an exit from Berkshire Hathaway Class B (BRK.B).
- Most Recent 13F
- Q2 2026
- Location
- Marion, MA
- CIK
- 0001021258
- Portfolio Value
- $1.4B (Q4 2024)
- SEC Filing
- 0000950123-25-000483 ↗ filed Jan 22, 2025
Holdings Value
Holdings 238 stocks · $1.4B
| AAPL Apple Inc. | 6.99% | 404,041 | $101.2M | Add +1.7% |
| MSFT Microsoft Corp. | 5.76% | 197,782 | $83.4M | Add +4.6% |
| AMZN Amazon.com Inc. | 5.32% | 351,215 | $77.1M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 4.77% | 365,066 | $69.1M | Add +1.9% |
| NVDA Nvidia Corp. | 4.58% | 493,413 | $66.3M | Reduce -3.7% |
| TIP iShares Tips Bond ETF | 3.16% | 429,183 | $45.7M | Add +52.5% |
| BX Blackstone Inc. | 2.90% | 243,683 | $42.0M | Add +0.4% |
| V Visa Inc. Class A | 2.75% | 125,920 | $39.8M | Add +2.5% |
| JBND JPMorgan Active Bond ETF | 2.73% | 755,387 | $39.5M | New |
| COST Costco Wholesale Corp. | 2.44% | 38,573 | $35.3M | Reduce -5.9% |
| WM Waste Management Inc. | 1.89% | 135,415 | $27.3M | Add +4.9% |
| PEP Pepsico Inc. | 1.76% | 167,983 | $25.5M | Add +3.3% |
| URI United Rentals Inc. | 1.73% | 35,609 | $25.1M | Add +5.8% |
| OMFL Invesco Russell 1000 DYN M/F | 1.71% | 456,086 | $24.7M | Reduce -0.4% |
| KLAC KLA Corp. | 1.66% | 38,107 | $24.0M | Add +6.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.56% | 79,669 | $22.6M | Add +2.4% |
| JPM JPMorgan Chase & Co. | 1.55% | 93,805 | $22.5M | Add +3.8% |
| ACN Accenture PLC Class A | 1.54% | 63,429 | $22.3M | Add +6.5% |
| NEE Nextera Energy Inc. | 1.44% | 291,514 | $20.9M | Add +4.1% |
| ADBE Adobe Inc. | 1.40% | 45,627 | $20.3M | Add +6.0% |
| MRK Merck & Co. Inc. | 1.35% | 196,756 | $19.6M | Add +4.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.32% | 87,156 | $19.2M | Reduce -2.7% |
| DHR Danaher Corp. | 1.27% | 80,108 | $18.4M | Add +6.2% |
| ADI Analog Devices Inc. | 1.25% | 85,453 | $18.2M | Reduce -1.6% |
| GRMN Garmin Ltd. | 1.19% | 83,662 | $17.3M | Add +4.5% |
| FISV Fiserv Inc. | 1.18% | 83,309 | $17.1M | Reduce -2.2% |
| GLD SPDR Gold Shares | 1.07% | 63,807 | $15.4M | Reduce -1.5% |
| IAU iShares Gold Trust | 1.05% | 308,115 | $15.3M | Reduce -1.8% |
| HON Honeywell International Inc. | 1.05% | 67,303 | $15.2M | Add +4.0% |
| UNP Union Pacific Corp. | 1.02% | 64,807 | $14.8M | Add +2.5% |
| XOM Exxon Mobil Corp. | 1.02% | 137,374 | $14.8M | Reduce -1.1% |
| MAR Marriott International Class A | 0.98% | 50,970 | $14.2M | Add +2.2% |
| SHW The Sherwin-Williams Co. | 0.90% | 38,445 | $13.1M | Add +5.3% |
| REG Regency Centers Corp. | 0.85% | 167,288 | $12.4M | Add +7.4% |
| VGIT Vanguard Intermediate-Term T | 0.85% | 211,723 | $12.3M | Add +79.2% |
| ZTS Zoetis Inc. | 0.84% | 74,961 | $12.2M | Add +5.6% |
| JNJ Johnson & Johnson | 0.84% | 84,337 | $12.2M | Reduce -6.5% |
| AMLP Alerian MLP ETF | 0.81% | 242,544 | $11.7M | Reduce -6.4% |
| ULTA Ulta Beauty Inc. | 0.78% | 26,076 | $11.3M | Add +256.8% |
| COO The Cooper Cos Inc. | 0.72% | 113,719 | $10.5M | Add +13.9% |
| CVX Chevron Corp. | 0.72% | 71,879 | $10.4M | Add +5.8% |
| GOOG Alphabet Inc. Class C | 0.72% | 54,574 | $10.4M | Reduce -3.0% |
| WAT Waters Corp. | 0.70% | 27,235 | $10.1M | Reduce -2.5% |
| SPGI S&P Global Inc. | 0.68% | 19,885 | $9.9M | Add +7.1% |
| CHD Church & Dwight Co. Inc. | 0.68% | 94,097 | $9.9M | Reduce -3.7% |
| IVV iShares Core S&P 500 ETF | 0.65% | 15,878 | $9.3M | Reduce -9.8% |
| PLD Prologis Inc. | 0.62% | 85,251 | $9.0M | Add +11.7% |
| PG The Procter & Gamble Co. | 0.62% | 53,531 | $9.0M | Reduce -6.2% |
| ITW Illinois Tool Works | 0.61% | 35,069 | $8.9M | Reduce -3.4% |
| EPD Enterprise Products Partners | 0.56% | 259,824 | $8.1M | Reduce -0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.56% | 17,880 | $8.1M | Add +1787900.0% |
| SCHW Schwab (charles) Corp. | 0.53% | 103,838 | $7.7M | Reduce -8.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.52% | 172,625 | $7.6M | Reduce -0.2% |
| DOV Dover Corp. | 0.49% | 37,606 | $7.1M | Reduce -2.7% |
| ON On Semiconductor | 0.44% | 101,789 | $6.4M | Add +7.4% |
| MSCI MSCI Inc. | 0.43% | 10,476 | $6.3M | Add +5.8% |
| PAYX Paychex Inc. | 0.39% | 40,189 | $5.6M | Reduce -7.7% |
| ET Energy Transfer LP | 0.39% | 286,579 | $5.6M | Add +0.6% |
| NVS Novartis AG-Sponsored ADR | 0.32% | 48,278 | $4.7M | Reduce -11.9% |
| BND Vanguard Total Bond Market | 0.29% | 58,571 | $4.2M | Reduce -6.2% |
| AXSM Axsome Therapeutics Inc. | 0.29% | 49,570 | $4.2M | Reduce -0.3% |
| ROP Roper Technologies Inc. | 0.29% | 8,063 | $4.2M | Reduce -4.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.29% | 48,708 | $4.2M | Reduce -11.8% |
| DCRE DBL Comm Real Est Debt | 0.28% | 79,508 | $4.1M | Reduce -59.2% |
| PM Philip Morris International | 0.25% | 30,672 | $3.7M | Reduce -14.1% |
| EOG EOG Resources Inc. | 0.25% | 29,929 | $3.7M | Add +25.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.25% | 8,997 | $3.6M | No change |
| ADP Automatic Data Processing | 0.25% | 12,233 | $3.6M | Reduce -6.8% |
| PSF Cohen & Steers Select Prefer | 0.23% | 171,734 | $3.4M | Add +14.3% |
| SYK Stryker Corp. | 0.23% | 9,345 | $3.4M | Reduce -1.2% |
| META Meta Platforms Inc. Class A | 0.23% | 5,593 | $3.3M | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 0.22% | 6,016 | $3.2M | Add +859.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 15,787 | $3.1M | Add +0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 5,622 | $2.9M | Reduce -1.8% |
| KO The Coca-Cola Co. | 0.20% | 46,351 | $2.9M | Reduce -4.0% |
| MO Altria Group Inc. | 0.20% | 54,366 | $2.8M | Reduce -6.1% |
| MKC McCormick & Co.-Non VTG SHRS | 0.19% | 35,637 | $2.7M | Reduce -12.7% |
| TD Toronto-Dominion Bank | 0.17% | 46,775 | $2.5M | Reduce -11.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 3,964 | $2.3M | Reduce -33.2% |
| TRGP Targa Resources Corp. | 0.16% | 12,647 | $2.3M | Add +0.3% |
| GBCI Glacier Bancorp Inc. | 0.15% | 44,420 | $2.2M | Reduce -0.3% |
| APO Apollo Global Management Inc. | 0.15% | 13,180 | $2.2M | Reduce -1.3% |
| AVGO Broadcom Inc. | 0.15% | 9,064 | $2.1M | Add +1.1% |
| NVCT Nuvectis Pharma Inc. | 0.13% | 355,961 | $1.9M | Add +104.4% |
| LDP Cohen & Steers Limited Durat | 0.12% | 88,778 | $1.8M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.12% | 2,265 | $1.7M | Add +7.3% |
| FAST Fastenal Co. | 0.12% | 23,908 | $1.7M | Reduce -2.1% |
| OKE Oneok Inc. | 0.12% | 16,916 | $1.7M | Reduce -14.6% |
| BLK BlackRock Inc. | 0.12% | 1,654 | $1.7M | Add +600.9% |
| EMR Emerson Electric Co. | 0.11% | 12,726 | $1.6M | Reduce -0.4% |
| UBER Uber Technologies Inc. | 0.10% | 25,095 | $1.5M | Add +0.0% |
| HD Home Depot Inc. | 0.10% | 3,796 | $1.5M | Reduce -18.3% |
| HCI Hci Group Inc. | 0.10% | 12,607 | $1.5M | Reduce -2.9% |
| ABBV Abbvie Inc. | 0.10% | 7,952 | $1.4M | Reduce -20.2% |
| HIFS Hingham Institution for SVGS | 0.09% | 5,238 | $1.3M | Reduce -14.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.09% | 17,177 | $1.3M | Reduce -2.0% |
| FTGC First Trust Global Tactical | 0.09% | 55,075 | $1.3M | Reduce -64.6% |
| IWM iShares Russell 2000 ETF | 0.09% | 5,609 | $1.2M | No change |
| RMD Resmed Inc. | 0.08% | 5,297 | $1.2M | Reduce -13.0% |
| GBIL Goldman Sachs Access Treasur | 0.08% | 11,846 | $1.2M | Reduce -6.5% |
Portfolio Sells Q3 2024 → Q4 2024
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.56 |
| DCRE DBL Comm Real Est Debt | Reduce -59.2% | 0.28% | −0.41 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.29 |
| AGGY Wisdomtree Yield Enhanced US | Reduce -87.3% | 0.03% | −0.25 |
| EMBD Global X Emerging Markets BD | Reduce -92.8% | 0.01% | −0.19 |
| FTGC First Trust Global Tactical | Reduce -64.6% | 0.09% | −0.16 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -11.8% | 0.29% | −0.16 |
| JNJ Johnson & Johnson | Reduce -6.5% | 0.84% | −0.15 |
| NTSX Wisdomtree US Efficient Core | Reduce -88.5% | 0.02% | −0.13 |
| EPS Wisdomtree US Large Cap Fund | Reduce -88.1% | 0.02% | −0.13 |
| CLOZ Eldridge BBB-B Clo ETF | Reduce -61.4% | 0.08% | −0.12 |
| ADI Analog Devices Inc. | Reduce -1.6% | 1.25% | −0.11 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.11 |
| NVS Novartis AG-Sponsored ADR | Reduce -11.9% | 0.32% | −0.11 |
| DGRW Wisdomtree U.S. Quality Divi | Sold out | 0.00% | −0.10 |
| DGRS Wisdomtree U.S. Smallcap Qua | Sold out | 0.00% | −0.10 |
| USMF Wisdomtree US Multifactor Fu | Sold out | 0.00% | −0.09 |
| XOM Exxon Mobil Corp. | Reduce -1.1% | 1.02% | −0.09 |
| DIVI Franklin International Core | Sold out | 0.00% | −0.09 |
| TSLA Tesla Inc. | Reduce -76.3% | 0.05% | −0.08 |
| DTD Wisdomtree US Total Dividend | Reduce -82.5% | 0.02% | −0.08 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Sold out | 0.00% | −0.08 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Sold out | 0.00% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -33.2% | 0.16% | −0.07 |
| CHKP Check Point Software Tech | Reduce -63.4% | 0.04% | −0.07 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −0.07 |
| DXJ Wisdomtree Japan Hedged Eq | Reduce -64.7% | 0.04% | −0.06 |
| WTMF Wisdomtree MGD Futures Strat | Sold out | 0.00% | −0.06 |
| AMD Advanced Micro Devices | Reduce -48.6% | 0.04% | −0.06 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.06 |
| QHY Wisdomtree US High Yield Cor | Sold out | 0.00% | −0.06 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −0.06 |
| VYMI Vanguard Int High DVD YLD Inc. | Sold out | 0.00% | −0.06 |
| TD Toronto-Dominion Bank | Reduce -11.0% | 0.17% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.05 |
| PPI Astoria Real Assets ETF | Sold out | 0.00% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -6.2% | 0.62% | −0.05 |
| MTGP Wisdomtree Mtge Plus Bond | Sold out | 0.00% | −0.05 |
| IMCG iShares Morningstar Mid-Cap | Sold out | 0.00% | −0.05 |
| GCC Wisdomtree Enhanced Commodit | Sold out | 0.00% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -9.8% | 0.65% | −0.05 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −0.05 |
| VSDA Victoryshares Dividend Accel | Sold out | 0.00% | −0.05 |
| AMGN Amgen Inc. | Reduce -23.6% | 0.07% | −0.04 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -12.7% | 0.19% | −0.04 |
| HEI.A Heico Corp. Class A | Sold out | 0.00% | −0.04 |
| PM Philip Morris International | Reduce -14.1% | 0.25% | −0.04 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Sold out | 0.00% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.8% | 0.20% | −0.04 |
| SPOT Spotify Technology SA | Reduce -56.5% | 0.04% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| JBND JPMorgan Active Bond ETF | New | 2.73% | +2.73 |
| TIP iShares Tips Bond ETF | Add +52.5% | 3.16% | +1.04 |
| AMZN Amazon.com Inc. | Add +0.2% | 5.32% | +0.87 |
| GOOGL Alphabet Inc. Class A | Add +1.9% | 4.77% | +0.72 |
| AAPL Apple Inc. | Add +1.7% | 6.99% | +0.68 |
| ULTA Ulta Beauty Inc. | Add +256.8% | 0.78% | +0.59 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +1787900.0% | 0.56% | +0.51 |
| V Visa Inc. Class A | Add +2.5% | 2.75% | +0.45 |
| BX Blackstone Inc. | Add +0.4% | 2.90% | +0.37 |
| VGIT Vanguard Intermediate-Term T | Add +79.2% | 0.85% | +0.36 |
| JPM JPMorgan Chase & Co. | Add +3.8% | 1.55% | +0.25 |
| GRMN Garmin Ltd. | Add +4.5% | 1.19% | +0.23 |
| MSFT Microsoft Corp. | Add +4.6% | 5.76% | +0.21 |
| VOO Vanguard S&P 500 ETF | Add +859.5% | 0.22% | +0.20 |
| HON Honeywell International Inc. | Add +4.0% | 1.05% | +0.14 |
| MAR Marriott International Class A | Add +2.2% | 0.98% | +0.14 |
| ACN Accenture PLC Class A | Add +6.5% | 1.54% | +0.11 |
| BLK BlackRock Inc. | Add +600.9% | 0.12% | +0.10 |
| REG Regency Centers Corp. | Add +7.4% | 0.85% | +0.09 |
| ET Energy Transfer LP | Add +0.6% | 0.39% | +0.08 |
| AJG Arthur J Gallagher & Co. | Add +2.4% | 1.56% | +0.07 |
| WM Waste Management Inc. | Add +4.9% | 1.89% | +0.06 |
| NVCT Nuvectis Pharma Inc. | Add +104.4% | 0.13% | +0.06 |
| EOG EOG Resources Inc. | Add +25.6% | 0.25% | +0.05 |
| MSCI MSCI Inc. | Add +5.8% | 0.43% | +0.04 |
| AVGO Broadcom Inc. | Add +1.1% | 0.15% | +0.04 |
| CVX Chevron Corp. | Add +5.8% | 0.72% | +0.04 |
| SPGI S&P Global Inc. | Add +7.1% | 0.68% | +0.03 |
| TRGP Targa Resources Corp. | Add +0.3% | 0.16% | +0.03 |
| EPI Wisdomtree India Earnings | Add +142.6% | 0.04% | +0.02 |
| ERIC Ericsson (lm) Tel-SP ADR | Add +187.6% | 0.03% | +0.02 |
| SAP Sap SE-Sponsored ADR | New | 0.02% | +0.02 |
| PSF Cohen & Steers Select Prefer | Add +14.3% | 0.23% | +0.01 |
| VT Vanguard Tot World STK ETF | New | 0.01% | +0.01 |
| ESGV Vanguard ESG US Stock ETF | Add +85.3% | 0.03% | +0.01 |
| DIS The Walt Disney Co. | Add +10.1% | 0.05% | +0.01 |
| EWJ iShares MSCI Japan ETF | Add +158.7% | 0.02% | +0.01 |
| WMT Walmart Inc. | Add +29.2% | 0.04% | +0.01 |
| LRCX Lam Research Corp. | Add +255.2% | 0.02% | +0.01 |
| INFY Infosys Ltd.-SP ADR | Add +45.6% | 0.02% | +0.01 |
| XAIR Beyond Air Inc. | Add +721.3% | 0.01% | +0.01 |
| KMI Kinder Morgan Inc. | Add +16.0% | 0.02% | +0.01 |
| NOW ServiceNow Inc. | Add +0.3% | 0.03% | +0.00 |
| GRAB Grab Holdings Ltd. Class A | New | 0.00% | +0.00 |
| T AT&T Inc. | Add +26.9% | 0.02% | +0.00 |
| LOW Lowe's Cos Inc. | Add +32.8% | 0.02% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +16.3% | 0.02% | +0.00 |
| CAT Caterpillar Inc. | Add +10.1% | 0.05% | +0.00 |
| SCHB Schwab US Broad Market ETF | Add +0.1% | 0.03% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.2% | 0.22% | +0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 101 | $3Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 234 | $1.5B | GOOGL, AAPL, NVDA, JBND, AMZN |
| Q1 2026 | 222 | $1.4B | AAPL, GOOGL, JBND, NVDA, AMZN |
| Q4 2025 | 242 | $1.6B | GOOGL, AAPL, NVDA, MSFT, JBND |
| Q3 2025 | 234 | $1.5B | AAPL, MSFT, GOOGL, NVDA, JBND |
| Q2 2025 | 218 | $1.5B | MSFT, AAPL, AMZN, JBND, NVDA |
| Q1 2025 | 228 | $1.4B | AAPL, MSFT, JBND, AMZN, GOOGL |
| Q4 2024 | 238 | $1.4B | AAPL, MSFT, AMZN, GOOGL, NVDA |
| Q3 2024 | 1,078 | $1.5B | AAPL, MSFT, AMZN, NVDA, GOOGL |
| Q2 2024 | 797 | $1.3B | AAPL, MSFT, AMZN, GOOGL, NVDA |
| Q1 2024 | 695 | $1.3B | MSFT, AAPL, AMZN, GOOGL, NVDA |