BALDWIN WEALTH PARTNERS LLC/MA
Q4 2024 13F Holdings
- Locationmarion, MA
- Num holdings
238
- Value ($000)
$1,447,914
- Date Filed01/22/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $101.18M | 7 % | 404,041 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $83.36M | 6 % | 197,782 | ||
AMZN AMAZON COM INC | COM | 023135106 | $77.05M | 5 % | 351,215 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $69.11M | 5 % | 365,066 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $66.26M | 5 % | 493,413 | ||
TIP ISHARES TR | TIPS BD ETF | 464287176 | $45.73M | 3 % | 429,183 | ||
BX BLACKSTONE INC | COM | 09260D107 | $42.02M | 3 % | 243,683 | ||
V VISA INC | COM CL A | 92826C839 | $39.80M | 3 % | 125,920 | ||
JBND J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | $39.47M | 3 % | 755,387 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $35.34M | 2 % | 38,573 |
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