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.
232.81
-0.22% 401.63K -0.6% 89.21M 44.7 6.26% Share
2 MSFT Microsoft Corpo...
522.28
+0.33% 199.95K +1.10% 75.06M 134.39 5.27% Share
3 JBND JP Morgan Activ...
53.53
-0.26% 1.35M +79.00% 72.37M 52.81 5.08% Share
4 AMZN Amazon.com, Inc...
230.94
+2.84% 352.75K +0.44% 67.11M 52.69 4.71% Share
5 GOOGL Alphabet Inc.
202.88
+0.46% 365.32K +0.07% 56.49M 55.8 3.96% Share
6 NVDA NVIDIA Corporat...
182.02
+0.24% 479.27K -2.87% 51.94M 31.87 3.64% Share
7 TIP iShares TIPS Bo...
110.27
-0.28% 458.12K +6.74% 50.89M 112.85 3.57% Share
8 V Visa Inc.
345.40
+0.83% 126.06K +0.11% 44.18M 146.23 3.10% Share
9 COST Costco Wholesal...
975.42
-0.35% 38.66K +0.23% 36.57M 177.18 2.57% Share
10 BX Blackstone Inc.
174.53
-1.17% 244.45K +0.31% 34.17M 58.61 2.40% Share
11 WM Waste Managemen...
225.97
-1.71% 137.7K +1.69% 31.88M 123.5 2.24% Share
12 AJG Arthur J. Galla...
293.43
-0.57% 79.82K +0.19% 27.56M 142.85 1.93% Share
13 KLAC KLA Corporation
954.98
+0.58% 38.58K +1.24% 26.23M 339.49 1.84% Share
14 PEP PepsiCo, Inc.
148.62
-0.49% 168.07K +0.05% 25.2M 125.39 1.77% Share
15 OMFL Invesco Russell...
59.34
-0.01% 443.93K -2.67% 23.67M 50.67 1.66% Share
16 JPM JPMorgan Chase ...
294.09
+1.23% 94.05K +0.26% 23.07M 145.75 1.62% Share
17 URI United Rentals,...
921.62
-1.14% 36.37K +2.14% 22.79M 277.64 1.60% Share
18 IBM International B...
237.04
-1.26% 84.5K -3.05% 21.01M 142.26 1.47% Share
19 NEE NextEra Energy,...
72.22
-0.1% 294.61K +1.06% 20.88M 52.89 1.47% Share
20 ACN Accenture plc
246.13
+0.18% 65.06K +2.57% 20.3M 180.3 1.42% Share
21 GLD SPDR Gold Share...
307.25
-0.63% 65.3K +2.34% 18.82M 146.99 1.32% Share
22 GRMN Garmin Ltd.
235.07
-0.64% 84.34K +0.81% 18.31M 97.2 1.28% Share
23 MRK Merck & Co., In...
82.74
+0.04% 200.55K +1.93% 18M 62.89 1.26% Share
24 IAU iShares Gold Tr...
62.90
-0.62% 303.42K -1.52% 17.89M 34.56 1.25% Share
25 ADBE Adobe Inc.
348.58
-0.71% 46.55K +2.03% 17.85M 369.29 1.25% Share
26 FI Fiserv, Inc.
134.58
+0.22% 80.57K -3.29% 17.79M 99.75 1.25% Share
27 ADI Analog Devices,...
236.13
-0.63% 83.73K -2.02% 16.89M 164.29 1.18% Share
28 DHR Danaher Corpora...
210.15
+0.48% 80.08K -0.04% 16.42M 120.44 1.15% Share
29 XOM Exxon Mobil Cor...
107.38
-0.21% 136.76K -0.45% 16.26M 104.3 1.14% Share
30 UNP Union Pacific C...
221.35
-0.82% 65.21K +0.63% 15.41M 125.1 1.08% Share
31 COO The Cooper Comp...
73.44
-1.12% 164.58K +44.73% 13.88M 94.34 0.97% Share
32 VGIT Vanguard Interm...
59.64
-0.22% 229.25K +8.28% 13.62M 58.39 0.96% Share
33 SHW The Sherwin-Wil...
365.43
-0.92% 38.71K +0.69% 13.52M 279.06 0.95% Share
34 ZTS Zoetis Inc.
153.05
+0.40% 78.11K +4.20% 12.86M 153.05 0.90% Share
35 REG Regency Centers...
71.11
-1.26% 169.16K +1.12% 12.48M 57.25 0.88% Share
36 JNJ Johnson & Johns...
174.72
+0.17% 73.92K -12.35% 12.26M 148.62 0.86% Share
37 MAR Marriott Intern...
266.49
-1.19% 50.89K -0.16% 12.12M 155.87 0.85% Share
38 CVX Chevron Corpora...
155.20
-0.43% 71.41K -0.65% 11.95M 160.17 0.84% Share
39 AMLP Alerian MLP ETF
48.23
-0.41% 228.2K -5.91% 11.85M 38.05 0.83% Share
40 HON Honeywell Inter...
218.15
-0.73% 55.88K -16.98% 11.83M 164.84 0.83% Share
41 NVO Novo Nordisk A/...
50.92
+0.04% 169.52K +248.03% 11.77M 69.54 0.83% Share
42 SPGI S&P Global Inc.
564.10
+0.27% 20.23K +1.74% 10.28M 411.07 0.72% Share
43 CHD Church & Dwight...
92.61
-1.15% 90.85K -3.45% 10M 78.75 0.70% Share
44 ULTA Ulta Beauty, In...
526.18
-1.23% 26.69K +2.36% 9.78M 420.81 0.69% Share
45 PLD Prologis, Inc.
105.85
-0.32% 87.43K +2.56% 9.77M 117.26 0.69% Share
46 BRK-B Berkshire Hatha...
479.02
+0.36% 17.85K +100.00% 9.51M 532.58 0.67% Share
47 WAT Waters Corporat...
293.44
-1.14% 25.51K -6.32% 9.4M 342.38 0.66% Share
48 IVV iShares Core S&...
648.15
+0.01% 16.37K +3.12% 9.2M 292.43 0.65% Share
49 PG The Procter & G...
153.70
-1.1% 52.27K -2.36% 8.91M 144.93 0.62% Share
50 EPD Enterprise Prod...
31.93
+0.57% 258.82K -0.38% 8.84M 27.16 0.62% Share
51 GOOG Alphabet Inc.
203.77
+0.36% 54.41K -0.3% 8.5M 60.28 0.60% Share
52 SCHW The Charles Sch...
97.75
+2.26% 101.87K -1.9% 7.97M 82.99 0.56% Share
53 ITW Illinois Tool W...
262.44
-1.83% 29.71K -15.29% 7.37M 219.28 0.52% Share
54 BAC Bank of America...
47.70
+0.97% 172.13K -0.29% 7.18M 21.96 0.50% Share
55 DOV Dover Corporati...
179.40
-1.88% 37.47K -0.36% 6.58M 135.25 0.46% Share
56 PAYX Paychex, Inc.
137.45
-0.84% 37.61K -6.41% 5.8M 116.51 0.41% Share
57 AXSM Axsome Therapeu...
108.70
-0.63% 49.57K 0.00% 5.78M 32.36 0.41% Share
58 ET Energy Transfer...
17.38
-0.66% 268.75K -6.22% 5M 12.67 0.35% Share
59 ROP Roper Technolog...
524.96
+0.47% 7.94K -1.49% 4.68M 302.76 0.33% Share
60 NVS Novartis AG
122.14
+0.78% 41.42K -14.21% 4.62M 89.63 0.32% Share
61 PM Philip Morris I...
165.25
-0.38% 27.59K -10.04% 4.38M 101.28 0.31% Share
62 VRTX Vertex Pharmace...
390.30
-1.42% 8.12K -9.76% 3.94M 288.43 0.28% Share
63 EOG EOG Resources, ...
119.79
+0.27% 30.47K +1.80% 3.91M 117.01 0.27% Share
64 NVCT Nuvectis Pharma...
6.43
+0.94% 358.46K +0.70% 3.5M 7.73 0.25% Share
65 ADP Automatic Data ...
301.52
-1.12% 10.94K -10.54% 3.34M 231.63 0.23% Share
66 VOO Vanguard S&P 50...
592.77
-0.01% 6.37K +5.80% 3.27M 529.42 0.23% Share
67 META Meta Platforms,...
781.96
+0.24% 5.5K -1.63% 3.17M 146.12 0.22% Share
68 MO Altria Group, I...
65.54
+0.06% 51.44K -5.38% 3.09M 45.9 0.22% Share
69 DCRE Doubleline ETF ...
51.99
-0.01% 58.94K -25.87% 3.06M 51.98 0.21% Share
70 SYK Stryker Corpora...
378.47
-0.13% 8.14K -12.89% 3.03M 240.56 0.21% Share
71 VBR Vanguard Small ...
204.30
-1.15% 15.88K +0.57% 2.96M 158.67 0.21% Share
72 MKC McCormick & Com...
70.21
-0.58% 33.97K -4.69% 2.8M 80.56 0.20% Share
73 TD The Toronto-Dom...
74.50
+0.03% 46.38K -0.86% 2.78M 63.03 0.20% Share
74 KO The Coca-Cola C...
69.52
-1.33% 38.74K -16.41% 2.77M 62.78 0.19% Share
75 TMO Thermo Fisher S...
485.13
+0.07% 5.49K -2.35% 2.73M 360.77 0.19% Share
76 TRGP Targa Resources...
165.49
-0.75% 12.66K +0.11% 2.54M 47.08 0.18% Share
77 SPY SPDR S&P 500 ET...
644.93
+0.01% 3.95K -0.25% 2.21M 407.98 0.16% Share
78 GBCI Glacier Bancorp...
46.15
-1.47% 43.82K -1.35% 1.94M 49.41 0.14% Share
79 LLY Eli Lilly and C...
684.46
+3.63% 2.28K +0.53% 1.88M 509.99 0.13% Share
80 UBER Uber Technologi...
91.40
+0.63% 25.27K +0.70% 1.84M 41.6 0.13% Share
81 HCI HCI Group, Inc.
157.78
+0.46% 12.23K -2.96% 1.83M 39.59 0.13% Share
82 APO Apollo Global M...
140.68
-0.19% 13.18K 0.00% 1.8M 49.64 0.13% Share
83 FAST Fastenal Compan...
48.70
-1.04% 22.16K -7.32% 1.72M 46.95 0.12% Share
84 OKE ONEOK, Inc.
74.80
-0.7% 16.84K -0.46% 1.67M 63.22 0.12% Share
85 ABBV AbbVie Inc.
204.72
+1.61% 7.76K -2.44% 1.63M 154.96 0.11% Share
86 AVGO Broadcom Inc.
311.19
+0.68% 9.55K +5.35% 1.6M 72.32 0.11% Share
87 BLK BlackRock, Inc.
1160.35
+0.03% 1.54K -6.59% 1.46M 1025.11 0.10% Share
88 BK The Bank of New...
103.36
+1.42% 17.18K 0.00% 1.44M 45.62 0.10% Share
89 HD The Home Depot,...
400.32
-1.68% 3.79K -0.18% 1.39M 333.78 0.10% Share
90 EMR Emerson Electri...
134.37
-0.43% 12.63K -0.75% 1.38M 67.27 0.10% Share
91 AMGN Amgen Inc.
290.28
+0.33% 3.92K -5.54% 1.22M 254.71 0.09% Share
92 GBIL Goldman Sachs A...
100.00
+0.01% 11.89K +0.41% 1.19M 99.99 0.08% Share
93 RMD ResMed Inc.
284.69
-1.25% 5.24K -1.13% 1.17M 208.14 0.08% Share
94 IWM iShares Russell...
228.20
-1.31% 5.61K 0.00% 1.12M 213.43 0.08% Share
95 VIG Vanguard Divide...
210.08
+0.06% 5.5K 0.00% 1.07M 103.39 0.07% Share
96 FTGC First Trust Glo...
24.78
-0.26% 41.01K -25.55% 1.05M 23.69 0.07% Share
97 XLE Energy Select S...
85.55
-0.11% 10.99K -14.38% 1.03M 87.55 0.07% Share
98 HIFS Hingham Institu...
259.49
-0.53% 4.17K -20.33% 992.34K 274.45 0.07% Share
99 MMM 3M Company
156.66
-2.21% 6.35K 0.00% 932.27K 120.14 0.07% Share
100 GLP Global Partners...
50.87
-0.22% 17K 0.00% 907.46K 13.88 0.06% Share
101 ABT Abbott Laborato...
129.32
-0.06% 6.84K -7.17% 907.19K 94.79 0.06% Share
102 PGR The Progressive...
250.95
+0.71% 3.21K -8.06% 907.05K 61.75 0.06% Share
103 WY Weyerhaeuser Co...
26.30
-0.44% 30.4K -13.57% 890.08K 30.02 0.06% Share
104 CNI Canadian Nation...
92.76
-1.2% 8.73K 0.00% 850.63K 55.71 0.06% Share
105 UNH UnitedHealth Gr...
271.50
-0.11% 1.61K -2.42% 845.33K 389.02 0.06% Share
106 TRP TC Energy Corpo...
51.23
+0.39% 17.73K 0.00% 836.91K 36.53 0.06% Share
107 SYBT Stock Yards Ban...
75.77
-1.81% 12.03K 0.00% 830.79K 64.2 0.06% Share
108 CLOZ Panagram Bbb-B ...
26.79
+0.04% 30.93K -25.55% 821.84K 26.88 0.06% Share
109 VEA Vanguard Develo...
58.60
-0.18% 15.31K +58.73% 778.11K 43.52 0.05% Share
110 TFX Teleflex Incorp...
121.53
-1.12% 5.61K -4.67% 775.25K 249.63 0.05% Share
111 KMB Kimberly-Clark ...
133.43
-1.02% 5.43K 0.00% 772.11K 119.18 0.05% Share
112 DE Deere & Company
478.62
-6.8% 1.64K 0.00% 771.61K 359.12 0.05% Share
113 XSLV Invesco S&P Sma...
46.43
-1.09% 16.58K 0.00% 765.79K 44.66 0.05% Share
114 VWO Vanguard Emergi...
51.20
-1.15% 16.52K +0.45% 747.65K 43.07 0.05% Share
115 PFE Pfizer Inc.
25.11
-0.22% 29.16K -9.36% 738.99K 42.17 0.05% Share
116 TRV The Travelers C...
268.64
-0.25% 2.74K -0.69% 724.88K 109.85 0.05% Share
117 CG The Carlyle Gro...
64.92
-0.78% 15.72K 0.00% 685.24K 21.65 0.05% Share
118 AB AllianceBernste...
41.15
+0.19% 17.52K 0.00% 671.38K 24.85 0.05% Share
119 SUN Sunoco LP
52.36
-0.04% 11.36K 0.00% 659.56K 30.77 0.05% Share
120 RWL Invesco S&P 500...
106.34
+0.06% 6.6K 0.00% 655.64K 53.69 0.05% Share
121 HIMS Hims & Hers Hea...
47.10
-2.54% 21.87K +128.85% 646.29K 20.54 0.05% Share
122 CAT Caterpillar Inc...
417.50
+0.92% 1.96K +1.56% 644.76K 298.21 0.05% Share
123 DIS The Walt Disney...
116.33
-0.27% 6.51K -7.21% 643.03K 106.2 0.05% Share
124 SO The Southern Co...
94.18
-0.64% 6.96K 0.00% 640.34K 48.19 0.04% Share
125 VIS Vanguard Indust...
289.59
-0.99% 2.58K 0.00% 639.42K 131.86 0.04% Share
126 NFLX Netflix, Inc.
1230.56
+2.17% 649 +0.46% 605.21K 413.93 0.04% Share
127 ORLY O'Reilly Automo...
101.50
-1.11% 417 -0.95% 597.39K 1031.58 0.04% Share
128 VTI Vanguard Total ...
317.25
-0.13% 2.15K 0.00% 590.91K 243.83 0.04% Share
129 WFC Wells Fargo & C...
79.38
+1.91% 8.18K +0.50% 587.1K 44.97 0.04% Share
130 BND Vanguard Total ...
73.54
-0.28% 7.9K -86.51% 580.55K 74.24 0.04% Share
131 GDX VanEck Gold Min...
57.70
-0.63% 12.46K +100.00% 572.56K 45.97 0.04% Share
132 EPI WisdomTree Indi...
44.35
-0.84% 13.07K 0.00% 571.29K 43.51 0.04% Share
133 XLY Consumer Discre...
229.61
-0.1% 2.77K 0.00% 546.96K 124.36 0.04% Share
134 PAA Plains All Amer...
17.70
-0.45% 26.41K 0.00% 528.21K 31.54 0.04% Share
135 AHR American Health...
40.39
-0.64% 17.37K 0.00% 526.4K 26.1 0.04% Share
136 INTU Intuit Inc.
710.55
-0.16% 855 +1.42% 524.96K 316.23 0.04% Share
137 AWK American Water ...
143.38
-0.24% 3.55K 0.00% 523.25K 53.01 0.04% Share
138 MTD Mettler-Toledo ...
1314.16
-0.75% 442 0.00% 521.96K 748.65 0.04% Share
139 KNSL Kinsale Capital...
453.48
+0.33% 1.06K 0.00% 515.91K 244.94 0.04% Share
140 WMT Walmart Inc.
100.84
-0.15% 5.76K +1.00% 505.85K 70.2 0.04% Share
141 APD Air Products an...
292.08
-0.72% 1.72K -3.71% 505.79K 235.73 0.04% Share
142 SPOT Spotify Technol...
698.73
+0.54% 903 -35.41% 496.68K 349.75 0.03% Share
143 PYPL PayPal Holdings...
69.35
-1.81% 7.49K 0.00% 488.79K 65.71 0.03% Share
144 EW Edwards Lifesci...
78.18
+0.64% 6.65K -4.87% 481.85K 74.13 0.03% Share
145 GSBD Goldman Sachs B...
11.24
-1.36% 40.95K +1.99% 476.3K 18.62 0.03% Share
146 IWP iShares Russell...
139.75
-0.98% 4K 0.00% 469.96K 55.52 0.03% Share
147 COP ConocoPhillips
95.63
-0.26% 4.45K -15.24% 467.34K 84.74 0.03% Share
148 AMD Advanced Micro ...
180.97
-1.87% 4.53K -1.93% 465.31K 155.96 0.03% Share
149 AMT American Tower ...
203.48
-0.33% 2.12K 0.00% 460.22K 155.99 0.03% Share
150 CHKP Check Point Sof...
185.24
-1.53% 1.98K -34.92% 451.05K 192.81 0.03% Share