Baldwin Brothers Llc/ma Holdings & Portfolio - 13F Filings Analysis - Stocknear

Baldwin Brothers Llc/ma

CIK Number: 0001021258

1.47B
Market Value
225
# of Holdings
33 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AAPL Apple Inc.
256.87
+1.81% 401.63K -0.6% 89.21M 44.7 6.26% Share
2 MSFT Microsoft Corpo...
506.91
-0.64% 199.95K +1.10% 75.06M 134.39 5.27% Share
3 JBND JP Morgan Activ...
54.08
-0.17% 1.35M +79.00% 72.37M 52.81 5.08% Share
4 AMZN Amazon.com, Inc...
218.15
-0.94% 352.75K +0.44% 67.11M 52.69 4.71% Share
5 GOOGL Alphabet Inc.
245.76
-0.56% 365.32K +0.07% 56.49M 55.8 3.96% Share
6 NVDA NVIDIA Corporat...
177.69
+0.40% 479.27K -2.87% 51.94M 31.87 3.64% Share
7 TIP iShares TIPS Bo...
111.09
-0.16% 458.12K +6.74% 50.89M 112.85 3.57% Share
8 V Visa Inc.
334.93
-1.11% 126.06K +0.11% 44.18M 146.23 3.10% Share
9 COST Costco Wholesal...
943.31
-0.21% 38.66K +0.23% 36.57M 177.18 2.57% Share
10 BX Blackstone Inc.
175.59
-1.4% 244.45K +0.31% 34.17M 58.61 2.40% Share
11 WM Waste Managemen...
217.17
-1.03% 137.7K +1.69% 31.88M 123.5 2.24% Share
12 AJG Arthur J. Galla...
303.09
-0.48% 79.82K +0.19% 27.56M 142.85 1.93% Share
13 KLAC KLA Corporation
1059.10
-0.9% 38.58K +1.24% 26.23M 339.49 1.84% Share
14 PEP PepsiCo, Inc.
139.93
-1.58% 168.07K +0.05% 25.2M 125.39 1.77% Share
15 OMFL Invesco Russell...
59.75
-0.33% 443.93K -2.67% 23.67M 50.67 1.66% Share
16 JPM JPMorgan Chase ...
313.44
+0.01% 94.05K +0.26% 23.07M 145.75 1.62% Share
17 URI United Rentals,...
931.26
-0.48% 36.37K +2.14% 22.79M 277.64 1.60% Share
18 IBM International B...
281.33
+5.16% 84.5K -3.05% 21.01M 142.26 1.47% Share
19 NEE NextEra Energy,...
74.66
+1.12% 294.61K +1.06% 20.88M 52.89 1.47% Share
20 ACN Accenture plc
232.59
-2.71% 65.06K +2.57% 20.3M 180.3 1.42% Share
Page 1 of 12