Baldwin Wealth Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Baldwin Wealth Partners LLC reported 228 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 6.3% of the portfolio, followed by Microsoft (MSFT, 5.3%) and JPMorgan Active Bond ETF (JBND, 5.1%). Compared with Q4 2024, it opened 11 new positions, sold out of 21, added to 61 and reduced 106. The biggest buy was JPMorgan Active Bond ETF (JBND, shares +79%) and the biggest sale Nvidia (NVDA, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Marion, MA
- CIK
- 0001021258
- Portfolio Value
- $1.4B (Q1 2025)
- SEC Filing
- 0000950123-25-003482 ↗ filed Apr 14, 2025
Holdings Value
Holdings 228 stocks · $1.4B
| AAPL Apple Inc. | 6.26% | 401,625 | $89.2M | Reduce -0.6% |
| MSFT Microsoft Corp. | 5.27% | 199,953 | $75.1M | Add +1.1% |
| JBND JPMorgan Active Bond ETF | 5.08% | 1,352,137 | $72.4M | Add +79.0% |
| AMZN Amazon.com Inc. | 4.71% | 352,752 | $67.1M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 3.96% | 365,321 | $56.5M | Add +0.1% |
| NVDA Nvidia Corp. | 3.64% | 479,269 | $51.9M | Reduce -2.9% |
| TIP iShares Tips Bond ETF | 3.57% | 458,115 | $50.9M | Add +6.7% |
| V Visa Inc. Class A | 3.10% | 126,062 | $44.2M | Add +0.1% |
| COST Costco Wholesale Corp. | 2.57% | 38,662 | $36.6M | Add +0.2% |
| BX Blackstone Inc. | 2.40% | 244,450 | $34.2M | Add +0.3% |
| WM Waste Management Inc. | 2.24% | 137,698 | $31.9M | Add +1.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 1.93% | 79,824 | $27.6M | Add +0.2% |
| KLAC KLA Corp. | 1.84% | 38,578 | $26.2M | Add +1.2% |
| PEP Pepsico Inc. | 1.77% | 168,072 | $25.2M | Add +0.1% |
| OMFL Invesco Russell 1000 DYN M/F | 1.66% | 443,925 | $23.7M | Reduce -2.7% |
| JPM JPMorgan Chase & Co. | 1.62% | 94,046 | $23.1M | Add +0.3% |
| URI United Rentals Inc. | 1.60% | 36,372 | $22.8M | Add +2.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.47% | 84,501 | $21.0M | Reduce -3.0% |
| NEE Nextera Energy Inc. | 1.47% | 294,608 | $20.9M | Add +1.1% |
| ACN Accenture PLC Class A | 1.42% | 65,062 | $20.3M | Add +2.6% |
| GLD SPDR Gold Shares | 1.32% | 65,300 | $18.8M | Add +2.3% |
| GRMN Garmin Ltd. | 1.28% | 84,342 | $18.3M | Add +0.8% |
| MRK Merck & Co. Inc. | 1.26% | 200,550 | $18.0M | Add +1.9% |
| IAU iShares Gold Trust | 1.25% | 303,420 | $17.9M | Reduce -1.5% |
| ADBE Adobe Inc. | 1.25% | 46,552 | $17.9M | Add +2.0% |
| FISV Fiserv Inc. | 1.25% | 80,567 | $17.8M | Reduce -3.3% |
| ADI Analog Devices Inc. | 1.18% | 83,729 | $16.9M | Reduce -2.0% |
| DHR Danaher Corp. | 1.15% | 80,080 | $16.4M | Reduce -0.0% |
| XOM Exxon Mobil Corp. | 1.14% | 136,758 | $16.3M | Reduce -0.5% |
| UNP Union Pacific Corp. | 1.08% | 65,214 | $15.4M | Add +0.6% |
| COO The Cooper Cos Inc. | 0.97% | 164,581 | $13.9M | Add +44.7% |
| VGIT Vanguard Intermediate-Term T | 0.96% | 229,246 | $13.6M | Add +8.3% |
| SHW The Sherwin-Williams Co. | 0.95% | 38,709 | $13.5M | Add +0.7% |
| ZTS Zoetis Inc. | 0.90% | 78,107 | $12.9M | Add +4.2% |
| REG Regency Centers Corp. | 0.88% | 169,161 | $12.5M | Add +1.1% |
| JNJ Johnson & Johnson | 0.86% | 73,918 | $12.3M | Reduce -12.3% |
| MAR Marriott International Class A | 0.85% | 50,889 | $12.1M | Reduce -0.2% |
| CVX Chevron Corp. | 0.84% | 71,410 | $11.9M | Reduce -0.7% |
| AMLP Alerian MLP ETF | 0.83% | 228,198 | $11.9M | Reduce -5.9% |
| HON Honeywell International Inc. | 0.83% | 55,875 | $11.8M | Reduce -17.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.83% | 169,516 | $11.8M | Add +248.0% |
| SPGI S&P Global Inc. | 0.72% | 20,230 | $10.3M | Add +1.7% |
| CHD Church & Dwight Co. Inc. | 0.70% | 90,846 | $10.0M | Reduce -3.5% |
| ULTA Ulta Beauty Inc. | 0.69% | 26,691 | $9.8M | Add +2.4% |
| PLD Prologis Inc. | 0.69% | 87,430 | $9.8M | Add +2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 17,852 | $9.5M | New |
| WAT Waters Corp. | 0.66% | 25,513 | $9.4M | Reduce -6.3% |
| IVV iShares Core S&P 500 ETF | 0.65% | 16,373 | $9.2M | Add +3.1% |
| PG The Procter & Gamble Co. | 0.62% | 52,269 | $8.9M | Reduce -2.4% |
| EPD Enterprise Products Partners | 0.62% | 258,824 | $8.8M | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 0.60% | 54,408 | $8.5M | Reduce -0.3% |
| SCHW Schwab (charles) Corp. | 0.56% | 101,868 | $8.0M | Reduce -1.9% |
| ITW Illinois Tool Works | 0.52% | 29,708 | $7.4M | Reduce -15.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.50% | 172,129 | $7.2M | Reduce -0.3% |
| DOV Dover Corp. | 0.46% | 37,471 | $6.6M | Reduce -0.4% |
| PAYX Paychex Inc. | 0.41% | 37,612 | $5.8M | Reduce -6.4% |
| AXSM Axsome Therapeutics Inc. | 0.41% | 49,570 | $5.8M | No change |
| ET Energy Transfer LP | 0.35% | 268,753 | $5.0M | Reduce -6.2% |
| ROP Roper Technologies Inc. | 0.33% | 7,943 | $4.7M | Reduce -1.5% |
| NVS Novartis AG-Sponsored ADR | 0.32% | 41,420 | $4.6M | Reduce -14.2% |
| PM Philip Morris International | 0.31% | 27,592 | $4.4M | Reduce -10.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.28% | 8,119 | $3.9M | Reduce -9.8% |
| EOG EOG Resources Inc. | 0.27% | 30,469 | $3.9M | Add +1.8% |
| NVCT Nuvectis Pharma Inc. | 0.25% | 358,461 | $3.5M | Add +0.7% |
| PSF Cohen & Steers Select Prefer | 0.24% | 170,105 | $3.4M | Reduce -0.9% |
| ADP Automatic Data Processing | 0.23% | 10,944 | $3.3M | Reduce -10.5% |
| VOO Vanguard S&P 500 ETF | 0.23% | 6,365 | $3.3M | Add +5.8% |
| META Meta Platforms Inc. Class A | 0.22% | 5,502 | $3.2M | Reduce -1.6% |
| MO Altria Group Inc. | 0.22% | 51,439 | $3.1M | Reduce -5.4% |
| DCRE DBL Comm Real Est Debt | 0.21% | 58,937 | $3.1M | Reduce -25.9% |
| SYK Stryker Corp. | 0.21% | 8,140 | $3.0M | Reduce -12.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.21% | 15,877 | $3.0M | Add +0.6% |
| MKC McCormick & Co.-Non VTG SHRS | 0.20% | 33,965 | $2.8M | Reduce -4.7% |
| TD Toronto-Dominion Bank | 0.20% | 46,375 | $2.8M | Reduce -0.9% |
| KO The Coca-Cola Co. | 0.19% | 38,743 | $2.8M | Reduce -16.4% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 5,490 | $2.7M | Reduce -2.4% |
| TRGP Targa Resources Corp. | 0.18% | 12,661 | $2.5M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 3,954 | $2.2M | Reduce -0.3% |
| GBCI Glacier Bancorp Inc. | 0.14% | 43,820 | $1.9M | Reduce -1.4% |
| LLY Eli Lilly & Co. | 0.13% | 2,277 | $1.9M | Add +0.5% |
| UBER Uber Technologies Inc. | 0.13% | 25,271 | $1.8M | Add +0.7% |
| HCI Hci Group Inc. | 0.13% | 12,234 | $1.8M | Reduce -3.0% |
| APO Apollo Global Management Inc. | 0.13% | 13,180 | $1.8M | No change |
| FAST Fastenal Co. | 0.12% | 22,158 | $1.7M | Reduce -7.3% |
| LDP Cohen & Steers Limited Durat | 0.12% | 82,150 | $1.7M | Reduce -7.5% |
| OKE Oneok Inc. | 0.12% | 16,839 | $1.7M | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.11% | 7,758 | $1.6M | Reduce -2.4% |
| AVGO Broadcom Inc. | 0.11% | 9,549 | $1.6M | Add +5.3% |
| BLK BlackRock Inc. | 0.10% | 1,545 | $1.5M | Reduce -6.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.10% | 17,177 | $1.4M | No change |
| HD Home Depot Inc. | 0.10% | 3,789 | $1.4M | Reduce -0.2% |
| EMR Emerson Electric Co. | 0.10% | 12,630 | $1.4M | Reduce -0.8% |
| AMGN Amgen Inc. | 0.09% | 3,918 | $1.2M | Reduce -5.5% |
| GBIL Goldman Sachs Access Treasur | 0.08% | 11,895 | $1.2M | Add +0.4% |
| RMD Resmed Inc. | 0.08% | 5,237 | $1.2M | Reduce -1.1% |
| IWM iShares Russell 2000 ETF | 0.08% | 5,609 | $1.1M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.07% | 5,500 | $1.1M | No change |
| FTGC First Trust Global Tactical | 0.07% | 41,006 | $1.0M | Reduce -25.6% |
| XLE SS Energy Select Sector | 0.07% | 10,995 | $1.0M | Reduce -14.4% |
| HIFS Hingham Institution for SVGS | 0.07% | 4,173 | $992K | Reduce -20.3% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -2.9% | 3.64% | −0.93 |
| AAPL Apple Inc. | Reduce -0.6% | 6.26% | −0.73 |
| BRK.A Berkshire Hathaway Inc. Class A | Sold out | 0.00% | −0.56 |
| ON On Semiconductor | Sold out | 0.00% | −0.44 |
| MSCI MSCI Inc. | Reduce -95.3% | 0.02% | −0.41 |
| BND Vanguard Total Bond Market | Reduce -86.5% | 0.04% | −0.25 |
| HON Honeywell International Inc. | Reduce -17.0% | 0.83% | −0.22 |
| MAR Marriott International Class A | Reduce -0.2% | 0.85% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 0.60% | −0.12 |
| DHR Danaher Corp. | Reduce -0.0% | 1.15% | −0.12 |
| ITW Illinois Tool Works | Reduce -15.3% | 0.52% | −0.10 |
| ADI Analog Devices Inc. | Reduce -2.0% | 1.18% | −0.07 |
| DCRE DBL Comm Real Est Debt | Reduce -25.9% | 0.21% | −0.07 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -2.7% | 1.66% | −0.05 |
| WAT Waters Corp. | Reduce -6.3% | 0.66% | −0.04 |
| ET Energy Transfer LP | Reduce -6.2% | 0.35% | −0.04 |
| DOV Dover Corp. | Reduce -0.4% | 0.46% | −0.03 |
| SFM Sprouts Farmers Market Inc. | Sold out | 0.00% | −0.02 |
| HIFS Hingham Institution for SVGS | Reduce -20.3% | 0.07% | −0.02 |
| USB US Bancorp | Reduce -53.8% | 0.01% | −0.02 |
| BAC Bank of America Corp. | Reduce -0.3% | 0.50% | −0.02 |
| SYK Stryker Corp. | Reduce -12.9% | 0.21% | −0.02 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.02 |
| CLOZ Eldridge BBB-B Clo ETF | Reduce -25.6% | 0.06% | −0.02 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.02 |
| LMAT Lemaitre Vascular Inc. | Sold out | 0.00% | −0.02 |
| CSW CSW Industrials Inc. | Sold out | 0.00% | −0.02 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.02 |
| GBCI Glacier Bancorp Inc. | Reduce -1.4% | 0.14% | −0.02 |
| TSLA Tesla Inc. | Reduce -4.2% | 0.03% | −0.02 |
| TFX Teleflex Inc. | Reduce -4.7% | 0.05% | −0.02 |
| EPS Wisdomtree US Large Cap Fund | Sold out | 0.00% | −0.02 |
| AGGY Wisdomtree Yield Enhanced US | Reduce -53.2% | 0.02% | −0.02 |
| FTGC First Trust Global Tactical | Reduce -25.6% | 0.07% | −0.02 |
| PSX Phillips 66 | Sold out | 0.00% | −0.02 |
| DTD Wisdomtree US Total Dividend | Sold out | 0.00% | −0.02 |
| NTSX Wisdomtree US Efficient Core | Sold out | 0.00% | −0.02 |
| CRTO Criteo SA-Spon | Sold out | 0.00% | −0.02 |
| UNFI United Natural Foods Inc. | Sold out | 0.00% | −0.02 |
| RYAN Ryan Specialty Holdings Inc. | Sold out | 0.00% | −0.01 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.01 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.01 |
| EMBD Global X Emerging Markets BD | Sold out | 0.00% | −0.01 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.01 |
| BLK BlackRock Inc. | Reduce -6.6% | 0.10% | −0.01 |
| SNA Snap-on Inc. | Sold out | 0.00% | −0.01 |
| ERIC Ericsson (lm) Tel-SP ADR | Reduce -43.8% | 0.02% | −0.01 |
| ADP Automatic Data Processing | Reduce -10.5% | 0.23% | −0.01 |
| EMR Emerson Electric Co. | Reduce -0.8% | 0.10% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.4% | 0.19% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| JBND JPMorgan Active Bond ETF | Add +79.0% | 5.08% | +2.35 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.67% | +0.67 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +248.0% | 0.83% | +0.54 |
| TIP iShares Tips Bond ETF | Add +6.7% | 3.57% | +0.41 |
| AJG Arthur J Gallagher & Co. | Add +0.2% | 1.93% | +0.37 |
| V Visa Inc. Class A | Add +0.1% | 3.10% | +0.35 |
| WM Waste Management Inc. | Add +1.7% | 2.24% | +0.35 |
| GLD SPDR Gold Shares | Add +2.3% | 1.32% | +0.25 |
| COO The Cooper Cos Inc. | Add +44.7% | 0.97% | +0.25 |
| KLAC KLA Corp. | Add +1.2% | 1.84% | +0.18 |
| COST Costco Wholesale Corp. | Add +0.2% | 2.57% | +0.12 |
| NVCT Nuvectis Pharma Inc. | Add +0.7% | 0.25% | +0.11 |
| VGIT Vanguard Intermediate-Term T | Add +8.3% | 0.96% | +0.11 |
| GRMN Garmin Ltd. | Add +0.8% | 1.28% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 1.62% | +0.07 |
| PLD Prologis Inc. | Add +2.6% | 0.69% | +0.06 |
| UNP Union Pacific Corp. | Add +0.6% | 1.08% | +0.06 |
| ZTS Zoetis Inc. | Add +4.2% | 0.90% | +0.06 |
| SHW The Sherwin-Williams Co. | Add +0.7% | 0.95% | +0.05 |
| GDX Vaneck Gold Miners ETF | New | 0.04% | +0.04 |
| SPGI S&P Global Inc. | Add +1.7% | 0.72% | +0.04 |
| HIMS Hims & Hers Health Inc. | Add +128.8% | 0.05% | +0.03 |
| UBER Uber Technologies Inc. | Add +0.7% | 0.13% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +58.7% | 0.05% | +0.02 |
| TRGP Targa Resources Corp. | Add +0.1% | 0.18% | +0.02 |
| NEE Nextera Energy Inc. | Add +1.1% | 1.47% | +0.02 |
| REG Regency Centers Corp. | Add +1.1% | 0.88% | +0.02 |
| EOG EOG Resources Inc. | Add +1.8% | 0.27% | +0.02 |
| HESM Hess Midstream LP Class A | New | 0.02% | +0.02 |
| CVS CVS Health Corp. | New | 0.02% | +0.02 |
| SIL Global X Silver Miners ETF | New | 0.02% | +0.02 |
| TMUS T-Mobile US Inc. | New | 0.02% | +0.02 |
| RTX RTX Corp. | New | 0.02% | +0.02 |
| CTVA Corteva Inc. | New | 0.01% | +0.01 |
| SE Sea Ltd.-ADR | New | 0.01% | +0.01 |
| MRSH Marsh & McLennan Cos | New | 0.01% | +0.01 |
| WES Western Midstream Partners L | New | 0.01% | +0.01 |
| SLV iShares Silver Trust | Add +54.3% | 0.03% | +0.01 |
| LLY Eli Lilly & Co. | Add +0.5% | 0.13% | +0.01 |
| LIN Linde PLC | Add +22.5% | 0.02% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +5.8% | 0.23% | +0.01 |
| ORLA Orla Mining Ltd. | Add +11.4% | 0.01% | +0.00 |
| PEP Pepsico Inc. | Add +0.1% | 1.77% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +28.6% | 0.02% | +0.00 |
| NFLX Netflix Inc. | Add +0.5% | 0.04% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +0.5% | 0.05% | +0.00 |
| MA Mastercard Inc. Class A | Add +1.7% | 0.03% | +0.00 |
| TJX TJX Companies Inc. | Add +5.1% | 0.03% | +0.00 |
| GBIL Goldman Sachs Access Treasur | Add +0.4% | 0.08% | +0.00 |
| WFC Wells Fargo & Co. | Add +0.5% | 0.04% | +0.00 |
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 |