Leigh Baldwin & Co., LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 25, 2025), Leigh Baldwin & Co., LLC reported 160 stock positions worth $118.5 million. Its top holding was Nvidia (NVDA) at 5.6% of the portfolio, followed by Apple (AAPL, 4.6%) and Amazon.com (AMZN, 3.0%).
- Most Recent 13F
- Q2 2026
- Location
- CAZENOVIA, NY
- CIK
- 0000946629
- Portfolio Value
- $118.5M (Q4 2024)
- SEC Filing
- 0000946629-25-000002 ↗ filed Feb 25, 2025
Holdings Value
Holdings 160 stocks · $118.5M
| NVDA Nvidia Corp. | 5.63% | 49,721 | $6.7M | — |
| AAPL Apple Inc. | 4.63% | 21,902 | $5.5M | — |
| AMZN Amazon.com Inc. | 2.97% | 16,072 | $3.5M | — |
| MSFT Microsoft Corp. | 2.88% | 8,113 | $3.4M | — |
| IWF iShares Russell 1000 Growth | 2.77% | 8,167 | $3.3M | — |
| VEEV Veeva Systems Inc. Class A | 2.75% | 15,504 | $3.3M | — |
| DGRO iShares Core Dividend Growth | 2.55% | 49,224 | $3.0M | — |
| GOOG Alphabet Inc. Class C | 1.98% | 12,337 | $2.3M | — |
| RDVY First Trust Rising Dividend | 1.89% | 37,873 | $2.2M | — |
| CGCP Cap Group Core Plus Income | 1.89% | 100,654 | $2.2M | — |
| MRK Merck & Co. Inc. | 1.80% | 21,415 | $2.1M | — |
| PFE Pfizer Inc. | 1.46% | 65,044 | $1.7M | — |
| CGGR Cap Group Growth Equity | 1.44% | 46,040 | $1.7M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.42% | 2,866 | $1.7M | — |
| FBND Fidelity Total Bond ETF | 1.41% | 37,348 | $1.7M | — |
| GLD SPDR Gold Shares | 1.40% | 6,854 | $1.7M | — |
| PNC PNC Financial Services Group | 1.31% | 8,063 | $1.6M | — |
| TSLA Tesla Inc. | 1.26% | 3,686 | $1.5M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.17% | 19,745 | $1.4M | — |
| ICOW Pacer Developed Markets Inte | 1.11% | 45,271 | $1.3M | — |
| ITA iShares U.S. Aerospace & Def | 1.11% | 9,078 | $1.3M | — |
| WMT Walmart Inc. | 1.10% | 14,483 | $1.3M | — |
| AVGO Broadcom Inc. | 1.08% | 5,521 | $1.3M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.07% | 18,454 | $1.3M | — |
| SLYG SS SPDR S&P 600 SC GR ETF | 1.06% | 14,141 | $1.3M | — |
| IEF iShares 7-10 Year Treasury B | 1.06% | 13,597 | $1.3M | — |
| XOM Exxon Mobil Corp. | 1.02% | 11,245 | $1.2M | — |
| NBTB N B T Bancorp Inc. | 0.99% | 24,452 | $1.2M | — |
| IVV iShares Core S&P 500 ETF | 0.89% | 1,787 | $1.1M | — |
| RSP Invesco S&P 500 Equal Weight | 0.88% | 5,938 | $1.0M | — |
| WM Waste Management Inc. | 0.86% | 5,047 | $1.0M | — |
| PMAY Innovator U.S. Equity Power | 0.84% | 27,700 | $995K | — |
| COST Costco Wholesale Corp. | 0.83% | 1,072 | $982K | — |
| GOOGL Alphabet Inc. Class A | 0.82% | 5,150 | $975K | — |
| LMT Lockheed Martin Corp. | 0.81% | 1,974 | $959K | — |
| JNJ Johnson & Johnson | 0.78% | 6,404 | $926K | — |
| PFS Provident Financial Services | 0.78% | 48,998 | $925K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.76% | 20,449 | $899K | — |
| NNY Nuveen New York Muni Val | 0.72% | 105,440 | $848K | — |
| LLY Eli Lilly & Co. | 0.70% | 1,069 | $825K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.69% | 1,815 | $822K | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.68% | 26,511 | $808K | — |
| HD Home Depot Inc. | 0.64% | 1,965 | $764K | — |
| EFA iShares MSCI Eafe ETF | 0.63% | 9,909 | $749K | — |
| ETN Eaton Corp. PLC | 0.59% | 2,102 | $698K | — |
| JPM JPMorgan Chase & Co. | 0.58% | 2,877 | $690K | — |
| DE Deere & Co. | 0.51% | 1,435 | $608K | — |
| GLW Corning Inc. | 0.49% | 12,303 | $585K | — |
| RWK Invesco S&P Midcap 400 Rev | 0.47% | 4,819 | $560K | — |
| V Visa Inc. Class A | 0.47% | 1,750 | $553K | — |
| MCD McDonald's Corp. | 0.46% | 1,898 | $550K | — |
| GSLC Goldman Activebeta US LC ETF | 0.46% | 4,772 | $550K | — |
| NRG NRG Energy Inc. | 0.46% | 6,083 | $549K | — |
| HON Honeywell International Inc. | 0.46% | 2,416 | $546K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.46% | 4,886 | $544K | — |
| VOO Vanguard S&P 500 ETF | 0.45% | 1,000 | $539K | — |
| BMY Bristol-Myers Squibb Co. | 0.45% | 9,443 | $534K | — |
| PANW Palo Alto Networks Inc. | 0.45% | 2,926 | $532K | — |
| PAYX Paychex Inc. | 0.44% | 3,739 | $524K | — |
| RFDA Alps Dynamic US Dividend Adv | 0.44% | 9,273 | $518K | — |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.43% | 11,632 | $512K | — |
| PNOV Innovator U.S. Equity Power | 0.42% | 13,300 | $504K | — |
| KORP American Century Diversified | 0.41% | 10,657 | $490K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.41% | 2,205 | $485K | — |
| XSVM Invesco S&P Smallcap Value W | 0.41% | 8,871 | $483K | — |
| CVX Chevron Corp. | 0.41% | 3,326 | $482K | — |
| KAPR Innovator U.S. Small Cap Pow | 0.40% | 14,675 | $480K | — |
| URI United Rentals Inc. | 0.40% | 667 | $470K | — |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.39% | 9,324 | $468K | — |
| META Meta Platforms Inc. Class A | 0.39% | 799 | $468K | — |
| GBTC Grayscale Bitcoin Trust ETF | 0.39% | 6,270 | $464K | — |
| GAB Gabelli Equity Trust | 0.39% | 86,084 | $463K | — |
| PAPR Innovator U.S. Equity Power | 0.39% | 12,600 | $462K | — |
| SFM Sprouts Farmers Market Inc. | 0.38% | 3,546 | $451K | — |
| VZ Verizon Communications Inc. | 0.38% | 11,220 | $449K | — |
| XNXJX Nuveen NJ QLTY Muni Inc. | 0.38% | 36,837 | $448K | — |
| XLE SS Energy Select Sector | 0.37% | 5,179 | $444K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.37% | 5,813 | $440K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.36% | 842 | $431K | — |
| GILD Gilead Sciences Inc. | 0.36% | 4,660 | $430K | — |
| CRM Salesforce Inc. | 0.36% | 1,270 | $425K | — |
| CL Colgate-Palmolive Co. | 0.36% | 4,642 | $422K | — |
| PFEB Innovator U.S. Equity Power | 0.35% | 11,400 | $420K | — |
| IWM iShares Russell 2000 ETF | 0.35% | 1,887 | $417K | — |
| PG The Procter & Gamble Co. | 0.35% | 2,461 | $413K | — |
| JEPI JPMorgan Equity Premium Inco | 0.34% | 6,912 | $398K | — |
| FTEC Fidelity MSCI Info Tech Indx | 0.33% | 2,118 | $392K | — |
| FFEB FT Vest US Equity Buffer ETF | 0.33% | 7,865 | $391K | — |
| BINC iShares Flex I A ETF-Usd Inc. | 0.33% | 7,514 | $391K | — |
| AVEM Avantis Emerging Markets Eq | 0.33% | 6,649 | $391K | — |
| C Citigroup Inc. | 0.32% | 5,438 | $383K | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.31% | 10,511 | $371K | — |
| BDX Becton Dickinson and Co. | 0.30% | 1,593 | $361K | — |
| PJUN Innovator U.S. Equity Power | 0.30% | 9,475 | $355K | — |
| FV First Trust DW Focus 5 Fund | 0.30% | 5,970 | $353K | — |
| SLV iShares Silver Trust | 0.29% | 13,190 | $347K | — |
| CAT Caterpillar Inc. | 0.29% | 955 | $346K | — |
| KO The Coca-Cola Co. | 0.29% | 5,430 | $338K | — |
| QTUM Defiance Quantum ETF | 0.28% | 4,131 | $335K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.28% | 4,075 | $334K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 182 | $185.7M | DGRO, NVDA, CGGR, IWF, CGDV |
| Q1 2026 | 162 | $154.5M | NVDA, DGRO, CGGR, IWF, CGCP |
| Q4 2025 | 162 | $152.1M | NVDA, IWF, DGRO, CGGR, AAPL |
| Q3 2025Amended | 201 | $177.6M | NVDA, IWF, DGRO, AAPL, CGGR |
| Q2 2025 | 181 | $152.1M | NVDA, IWF, DGRO, VEEV, AAPL |
| Q1 2025 | 170 | $124.3M | NVDA, AAPL, IWF, DGRO, VEEV |
| Q4 2024Amended | 160 | $118.5M | NVDA, AAPL, AMZN, MSFT, IWF |