BALDWIN WEALTH PARTNERS LLC/MA

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Marion, MA
CIK
0001021258
Alternate names
BALDWIN BROTHERS INC/MA, BALDWIN BROTHERS LLC/MA
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 1,079 1,467,253 AAPL, MSFT, AMZN, NVDA 13F-HR 10/15/2024 000095012324009702
Q2 2024 798 1,283,652 AAPL, MSFT, AMZN, GOOGL 13F-HR 7/12/2024 000095012324006490
Q1 2024 696 1,327,617 MSFT, AAPL, AMZN, GOOGL 13F-HR 4/12/2024 000095012324003254
Q4 2023 725 1,272,878 AAPL, MSFT, AMZN, GOOGL 13F-HR 1/8/2024 000095012324000075
Q3 2023 755 1,162,129 AAPL, MSFT, GOOGL, AMZN 13F-HR 10/10/2023 000095012323008737
Q2 2023 766 1,219,137 AAPL, MSFT, AMZN, GOOGL 13F-HR 7/14/2023 000095012323006100
Q1 2023 801 1,147,367 AAPL, MSFT, GOOGL, AMZN 13F-HR 4/21/2023 000095012323003335
Q4 2022 780 1,102,617 AAPL, MSFT, GOOGL, AMZN 13F-HR 1/27/2023 000095012323000402
Q3 2022 674 723,340 AAPL, MSFT, AMZN, GOOGL 13F-HR 10/14/2022 000095012322010266
Q2 2022 698 771,243 AAPL, MSFT, GOOGL, AMZN 13F-HR 7/18/2022 000095012322007244
Q1 2022 672 943,529 AAPL, MSFT, AMZN, GOOGL 13F-HR 4/13/2022 000095012322003965
Q4 2021 636 999,715 MSFT, AAPL, AMZN, GOOGL 13F-HR 1/14/2022 000095012322000242
Q3 2021 649 901,104 MSFT, AAPL, AMZN, GOOGL 13F-HR 10/27/2021 000095012321013573
Q2 2021 662 915,143 MSFT, AMZN, AAPL, GOOGL 13F-HR 7/30/2021 000095012321009393
Q1 2021 628 841,904 MSFT, AAPL, AMZN, GOOGL 13F-HR 4/8/2021 000095012321004349
Q4 2020 557 795,358 AAPL, AMZN, MSFT, GOOGL 13F-HR 1/12/2021 000095012321000276
Q3 2020 544 731,196 AMZN, AAPL, MSFT, PYPL 13F-HR 10/16/2020 000095012320010290
Q2 2020 537 681,825 AMZN, MSFT, AAPL, GOOGL 13F-HR 7/21/2020 000095012320007071
Q1 2020 554 571,379 MSFT, AMZN, AAPL, GOOGL 13F-HR 4/15/2020 000095012320003351
Q4 2019 546 715,281 AAPL, MSFT, AMZN, GOOGL 13F-HR 1/29/2020 000095012320000611
Q3 2019 529 664,285 AMZN, MSFT, AAPL, GOOGL 13F-HR 10/10/2019 000095012319009432
Q2 2019 518 678,615 AMZN, MSFT, AAPL, BX 13F-HR 7/19/2019 000095012319006473
Q1 2019 517 671,393 AMZN, MSFT, AAPL, GOOGL 13F-HR 4/24/2019 000095012319003567
Q4 2018 514 596,336 AMZN, AAPL, MSFT, GOOGL 13F-HR 2/1/2019 000095012319000550
Q3 2018 527 714,138 AMZN, AAPL, GOOGL, MSFT 13F-HR 10/26/2018 000095012318010223
Q2 2018 518 643,403 AMZN, AAPL, GOOGL, MSFT 13F-HR 7/24/2018 000095012318006954
Q1 2018 497 618,191 AMZN, AAPL, GOOGL, MSFT 13F-HR 4/16/2018 000095012318003550
Q4 2017 480 642,088 AMZN, AAPL, GOOGL, BRK-B 13F-HR 1/24/2018 000095012318000366
Q3 2017 492 621,975 AAPL, AMZN, GOOGL, BRK-B 13F-HR 10/26/2017 000095012317009240
Q2 2017 482 621,990 AAPL, AMZN, GOOGL, HAS 13F-HR 7/13/2017 000095012317006084
Q1 2017 500 606,437 AAPL, AMZN, GOOGL, HAS 13F-HR 4/17/2017 000095012317003478
Q4 2016 520 553,602 AAPL, AMZN, FRC, BRK-B 13F-HR 1/10/2017 000095012317000126
Q3 2016 539 551,141 AMZN, AAPL, PYPL, GE 13F-HR 11/8/2016 000095012316021368
Q2 2016 466 485,984 AMZN, AAPL, GE, PYPL 13F-HR 8/11/2016 000095012316019433
Q1 2016 501 557,097 AAPL, AMZN, GE, PYPL 13F-HR 5/12/2016 000095012316016774
Q4 2015 236 614,158 AMZN, AAPL, GOOGL, GE 13F-HR 2/11/2016 000095012316014054
Q3 2015 244 593,077 AAPL, AMZN, GOOGL, BRK-B 13F-HR 11/12/2015 000095012315011587
Q2 2015 251 674,341 AAPL, AMZN, BRK-B, URI 13F-HR 8/10/2015 000095012315008273
Q1 2015 251 678,756 AAPL, AMZN, EPD, BRK-B 13F-HR 5/11/2015 000095012315005306
Q4 2014 252 691,545 AAPL, EPD, BRK-B, MMP 13F-HR 2/9/2015 000095012315001131
Q3 2014 262 704,924 AAPL, URI, EPD, MMP 13F-HR 11/13/2014 000095012314011711
Q2 2014 247 673,643 AAPL, URI, EPD, MMP 13F-HR 8/8/2014 000095012314008117
Q1 2014 239 622,880 GOOG, AAPL, URI, EPD 13F-HR 5/9/2014 000095012314005292
Q4 2013 242 622,738 GOOGL, AAPL, EPD, MMP 13F-HR 2/12/2014 000095012314001745