$571 Million is the total value of BALDWIN BROTHERS LLC/MA's 637 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 2.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EMR | EMERSON ELEC CO | $830,000 | -37.5% | 17,425 | 0.0% | 0.14% | -22.0% | |
| KMB | KIMBERLY CLARK CORP | $680,000 | -7.1% | 5,320 | 0.0% | 0.12% | +16.7% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $634,000 | -2.6% | 5,299 | 0.0% | 0.11% | +22.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $569,000 | -17.1% | 5,500 | 0.0% | 0.10% | +4.2% | |
| HTA | HEALTHCARE TR AMER INCcl a new | $513,000 | -19.8% | 21,131 | 0.0% | 0.09% | +1.1% | |
| ORCL | ORACLE CORP | $491,000 | -8.7% | 10,156 | 0.0% | 0.09% | +14.7% | |
| APO | APOLLO GLOBAL MGMT INC | $482,000 | -29.8% | 14,400 | 0.0% | 0.08% | -12.5% | |
| ABBV | ABBVIE INC | $437,000 | -14.0% | 5,741 | 0.0% | 0.08% | +7.0% | |
| CLX | CLOROX CO DEL | $426,000 | +12.7% | 2,462 | 0.0% | 0.08% | +41.5% | |
| HLIO | HELIOS TECHNOLOGIES INC | $384,000 | -17.9% | 10,132 | 0.0% | 0.07% | +3.1% | |
| INTU | INTUIT | $379,000 | -12.3% | 1,648 | 0.0% | 0.07% | +10.0% | |
| USB | US BANCORP DEL | $379,000 | -42.0% | 11,009 | 0.0% | 0.07% | -27.5% | |
| SO | SOUTHERN CO | $374,000 | -15.0% | 6,900 | 0.0% | 0.06% | +4.8% | |
| FISV | FISERV INC | $349,000 | -17.7% | 3,671 | 0.0% | 0.06% | +3.4% | |
| OKE | ONEOK INC NEW | $342,000 | -71.1% | 15,659 | 0.0% | 0.06% | -63.9% | |
| HD | HOME DEPOT INC | $338,000 | -14.6% | 1,812 | 0.0% | 0.06% | +7.3% | |
| TRV | TRAVELERS COMPANIES INC | $328,000 | -27.4% | 3,300 | 0.0% | 0.06% | -9.5% | |
| UNH | UNITEDHEALTH GROUP INC | $321,000 | -15.3% | 1,288 | 0.0% | 0.06% | +5.7% | |
| RWL | INVESCO EXCHANGE-TRADED FD Ts&p 500 revenue | $308,000 | -24.7% | 7,012 | 0.0% | 0.05% | -5.3% | |
| SWK | STANLEY BLACK & DECKER INC | $305,000 | -39.6% | 3,045 | 0.0% | 0.05% | -25.4% | |
| VIS | VANGUARD WORLD FDSindustrial etf | $285,000 | -28.2% | 2,583 | 0.0% | 0.05% | -10.7% | |
| IJH | ISHARES TRcore s&p mcp etf | $280,000 | -30.0% | 1,945 | 0.0% | 0.05% | -12.5% | |
| T | AT&T INC | $266,000 | -25.3% | 9,110 | 0.0% | 0.05% | -6.0% | |
| PSF | COHEN & STEERS SELECT PFD & | $266,000 | -29.6% | 12,000 | 0.0% | 0.05% | -11.3% | |
| IWR | ISHARES TRrus mid cap etf | $252,000 | -27.6% | 5,831 | 0.0% | 0.04% | -10.2% | |
| IWP | ISHARES TRrus md cp gr etf | $247,000 | -20.6% | 2,035 | 0.0% | 0.04% | 0.0% | |
| PGR | PROGRESSIVE CORP OHIO | $213,000 | +2.4% | 2,878 | 0.0% | 0.04% | +27.6% | |
| IJR | ISHARES TRcore s&p scp etf | $209,000 | -33.2% | 3,727 | 0.0% | 0.04% | -15.9% | |
| SYK | STRYKER CORP | $210,000 | -20.8% | 1,260 | 0.0% | 0.04% | 0.0% | |
| MCD | MCDONALDS CORP | $200,000 | -16.7% | 1,211 | 0.0% | 0.04% | +2.9% | |
| CDW | CDW CORP | $200,000 | -34.6% | 2,142 | 0.0% | 0.04% | -18.6% | |
| LOW | LOWES COS INC | $193,000 | -28.3% | 2,245 | 0.0% | 0.03% | -10.5% | |
| CME | CME GROUP INC | $188,000 | -13.8% | 1,088 | 0.0% | 0.03% | +10.0% | |
| AVGO | BROADCOM INC | $181,000 | -24.9% | 763 | 0.0% | 0.03% | -5.9% | |
| GLP | GLOBAL PARTNERS LP | $172,000 | -56.2% | 19,500 | 0.0% | 0.03% | -45.5% | |
| MCO | MOODYS CORP | $172,000 | -10.9% | 815 | 0.0% | 0.03% | +11.1% | |
| ITA | ISHARES TRus aer def etf | $174,000 | -35.3% | 1,210 | 0.0% | 0.03% | -21.1% | |
| EWJ | ISHARES INCmsci jpn etf new | $164,000 | -16.3% | 3,317 | 0.0% | 0.03% | +7.4% | |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $167,000 | -32.4% | 1,642 | 0.0% | 0.03% | -17.1% | |
| BRKL | BROOKLINE BANCORP INC DEL | $168,000 | -31.4% | 14,913 | 0.0% | 0.03% | -14.7% | |
| SUN | SUNOCO LP | $164,000 | -48.9% | 10,500 | 0.0% | 0.03% | -35.6% | |
| MPLX | MPLX LP | $154,000 | -54.6% | 13,296 | 0.0% | 0.03% | -42.6% | |
| BAB | INVESCO EXCHANGE-TRADED FD Ttaxable mun bd | $155,000 | -2.5% | 5,031 | 0.0% | 0.03% | +22.7% | |
| PDT | HANCOCK JOHN PREM DIVID FD | $150,000 | -32.1% | 12,270 | 0.0% | 0.03% | -16.1% | |
| PXF | INVESCO EXCHANGE-TRADED FD Tftse rafi dev | $140,000 | -28.6% | 4,600 | 0.0% | 0.02% | -7.4% | |
| DXJ | WISDOMTREE TRjapn hedge eqt | $144,000 | -21.3% | 3,406 | 0.0% | 0.02% | -3.8% | |
| BK | BANK NEW YORK MELLON CORP | $144,000 | -33.3% | 4,287 | 0.0% | 0.02% | -16.7% | |
| KO | COCA COLA CO | $134,000 | -19.8% | 3,018 | 0.0% | 0.02% | 0.0% | |
| EFAX | SPDR INDEX SHS FDSmsci eafe fs etf | $128,000 | -22.4% | 2,280 | 0.0% | 0.02% | -4.3% | |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $128,000 | -35.7% | 7,292 | 0.0% | 0.02% | -21.4% | |
| BIIB | BIOGEN INC | $127,000 | +6.7% | 400 | 0.0% | 0.02% | +29.4% | |
| EXPD | EXPEDITORS INTL WASH INC | $110,000 | -14.1% | 1,645 | 0.0% | 0.02% | +5.6% | |
| REG | REGENCY CTRS CORP | $109,000 | -39.4% | 2,846 | 0.0% | 0.02% | -24.0% | |
| BLK | BLACKROCK INC | $103,000 | -12.7% | 235 | 0.0% | 0.02% | +12.5% | |
| TCP | TC PIPELINES LP | $101,000 | -34.8% | 3,675 | 0.0% | 0.02% | -18.2% | |
| J | JACOBS ENGR GROUP INC | $95,000 | -12.0% | 1,200 | 0.0% | 0.02% | +13.3% | |
| BMY | BRISTOL-MYERS SQUIBB CO | $97,000 | -13.4% | 1,743 | 0.0% | 0.02% | +6.2% | |
| HAE | HAEMONETICS CORP | $99,000 | -13.2% | 990 | 0.0% | 0.02% | +6.2% | |
| TEL | TE CONNECTIVITY LTD | $94,000 | -34.3% | 1,495 | 0.0% | 0.02% | -20.0% | |
| SSO | PROSHARES TR | $89,000 | -41.1% | 1,000 | 0.0% | 0.02% | -23.8% | |
| WTM | WHITE MTNS INS GROUP LTD | $91,000 | -18.8% | 100 | 0.0% | 0.02% | 0.0% | |
| FXI | ISHARES TRchina lg-cap etf | $94,000 | -13.8% | 2,500 | 0.0% | 0.02% | +6.7% | |
| IPGP | IPG PHOTONICS CORP | $84,000 | -23.6% | 761 | 0.0% | 0.02% | 0.0% | |
| WY | WEYERHAEUSER CO | $87,000 | -44.2% | 5,158 | 0.0% | 0.02% | -31.8% | |
| NUBD | NUSHARES ETF TRnuveen esg us | $87,000 | +3.6% | 3,300 | 0.0% | 0.02% | +25.0% | |
| APPN | APPIAN CORPcl a | $80,000 | +5.3% | 2,000 | 0.0% | 0.01% | +27.3% | |
| IWF | ISHARES TRrus 1000 grw etf | $80,000 | -14.0% | 530 | 0.0% | 0.01% | +7.7% | |
| PSK | SPDR SER TRwells fg pfd etf | $78,000 | -11.4% | 2,000 | 0.0% | 0.01% | +16.7% | |
| OKTA | OKTA INCcl a | $73,000 | +4.3% | 600 | 0.0% | 0.01% | +30.0% | |
| BDX | BECTON DICKINSON & CO | $77,000 | -16.3% | 337 | 0.0% | 0.01% | 0.0% | |
| SIVB | SVB FINANCIAL GROUP | $74,000 | -39.8% | 490 | 0.0% | 0.01% | -23.5% | |
| IGIB | ISHARES TRintrm tr crp etf | $77,000 | -4.9% | 1,400 | 0.0% | 0.01% | +18.2% | |
| WMT | WALMART INC | $75,000 | -5.1% | 663 | 0.0% | 0.01% | +18.2% | |
| TTD | THE TRADE DESK INC | $77,000 | -26.0% | 400 | 0.0% | 0.01% | -13.3% | |
| MDB | MONGODB INCcl a | $68,000 | +3.0% | 500 | 0.0% | 0.01% | +33.3% | |
| ATAX | AMERICA FIRST MULTIFAMILY INben unit ctf | $66,000 | -31.2% | 12,500 | 0.0% | 0.01% | -7.7% | |
| O | REALTY INCOME CORP | $70,000 | -32.0% | 1,400 | 0.0% | 0.01% | -14.3% | |
| SQM | SOCIEDAD QUIMICA MINERA DE Cspon adr ser b | $66,000 | -15.4% | 2,935 | 0.0% | 0.01% | +9.1% | |
| SUSA | ISHARES TRmsci usa esg slc | $66,000 | -18.5% | 601 | 0.0% | 0.01% | +9.1% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $60,000 | -9.1% | 333 | 0.0% | 0.01% | +22.2% | |
| STZ | CONSTELLATION BRANDS INCcl a | $62,000 | -24.4% | 430 | 0.0% | 0.01% | 0.0% | |
| ARCC | ARES CAPITAL CORP | $65,000 | -42.0% | 6,000 | 0.0% | 0.01% | -31.2% | |
| EXG | EATON VANCE TAX-MANAGED GLOB | $64,000 | -27.3% | 10,000 | 0.0% | 0.01% | -8.3% | |
| TEAM | ATLASSIAN CORP PLCcl a | $57,000 | +14.0% | 418 | 0.0% | 0.01% | +42.9% | |
| GE | GENERAL ELECTRIC CO | $55,000 | -29.5% | 6,950 | 0.0% | 0.01% | -9.1% | |
| SFL | SFL CORPORATION LTD | $59,000 | -34.4% | 6,200 | 0.0% | 0.01% | -23.1% | |
| AYX | ALTERYX INC | $57,000 | -5.0% | 600 | 0.0% | 0.01% | +25.0% | |
| ADI | ANALOG DEVICES INC | $59,000 | -24.4% | 660 | 0.0% | 0.01% | -9.1% | |
| CMA | COMERICA INC | $55,000 | -58.6% | 1,860 | 0.0% | 0.01% | -47.4% | |
| GIS | GENERAL MLS INC | $58,000 | -1.7% | 1,097 | 0.0% | 0.01% | +25.0% | |
| XBI | SPDR SER TRs&p biotech | $59,000 | -19.2% | 765 | 0.0% | 0.01% | 0.0% | |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $50,000 | -10.7% | 115 | 0.0% | 0.01% | +12.5% | |
| IWD | ISHARES TRrus 1000 val etf | $50,000 | -26.5% | 500 | 0.0% | 0.01% | -10.0% | |
| IBMI | ISHARES TRibonds sep2020 | $50,000 | 0.0% | 1,970 | 0.0% | 0.01% | +28.6% | |
| IBDL | ISHARES TRibonds dec20 etf | $50,000 | 0.0% | 1,995 | 0.0% | 0.01% | +28.6% | |
| UTF | COHEN & STEERS INFRASTRUCTUR | $46,000 | -29.2% | 2,466 | 0.0% | 0.01% | -11.1% | |
| STAG | STAG INDL INC | $45,000 | -28.6% | 2,000 | 0.0% | 0.01% | -11.1% | |
| CAT | CATERPILLAR INC DEL | $46,000 | -22.0% | 400 | 0.0% | 0.01% | 0.0% | |
| RBCAA | REPUBLIC BANCORP KYcl a | $43,000 | -29.5% | 1,300 | 0.0% | 0.01% | -11.1% | |
| UNFI | UNITED NAT FOODS INC | $46,000 | +4.5% | 5,030 | 0.0% | 0.01% | +33.3% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $45,000 | -21.1% | 349 | 0.0% | 0.01% | 0.0% | |
| MDYV | SPDR SER TRs&p 400 mdcp val | $44,000 | -35.3% | 1,245 | 0.0% | 0.01% | -20.0% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $44,000 | -27.9% | 525 | 0.0% | 0.01% | -11.1% | |
| FLOT | ISHARES TRfltg rate nt etf | $48,000 | -4.0% | 981 | 0.0% | 0.01% | +14.3% | |
| VEEV | VEEVA SYS INC | $47,000 | +11.9% | 300 | 0.0% | 0.01% | +33.3% | |
| ABC | AMERISOURCEBERGEN CORP | $38,000 | +2.7% | 434 | 0.0% | 0.01% | +40.0% | |
| JCPB | J P MORGAN EXCHANGE-TRADED Fcore plus bd etf | $41,000 | +5.1% | 750 | 0.0% | 0.01% | +40.0% | |
| DEO | DIAGEO P L Cspon adr new | $38,000 | -25.5% | 300 | 0.0% | 0.01% | 0.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $38,000 | -7.3% | 750 | 0.0% | 0.01% | +16.7% | |
| LRCX | LAM RESEARCH CORP | $38,000 | -17.4% | 159 | 0.0% | 0.01% | +16.7% | |
| ANET | ARISTA NETWORKS INC | $41,000 | 0.0% | 200 | 0.0% | 0.01% | +16.7% | |
| DE | DEERE & CO | $41,000 | -21.2% | 300 | 0.0% | 0.01% | 0.0% | |
| NRZ | NEW RESIDENTIAL INVT CORP | $38,000 | -68.9% | 7,580 | 0.0% | 0.01% | -58.8% | |
| VCR | VANGUARD WORLD FDSconsum dis etf | $33,000 | -23.3% | 225 | 0.0% | 0.01% | 0.0% | |
| VLY | VALLEY NATL BANCORP | $37,000 | -35.1% | 5,000 | 0.0% | 0.01% | -25.0% | |
| AINV | APOLLO INVT CORP | $36,000 | -61.3% | 5,333 | 0.0% | 0.01% | -53.8% | |
| VHT | VANGUARD WORLD FDShealth car etf | $32,000 | -13.5% | 192 | 0.0% | 0.01% | +20.0% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $33,000 | -41.1% | 944 | 0.0% | 0.01% | -25.0% | |
| FND | FLOOR & DECOR HLDGS INCcl a | $32,000 | -37.3% | 1,000 | 0.0% | 0.01% | -14.3% | |
| ACV | ALLIANZGI DIVERSIFIED INCOME | $36,000 | -26.5% | 2,000 | 0.0% | 0.01% | -14.3% | |
| C | CITIGROUP INC | $36,000 | -47.8% | 863 | 0.0% | 0.01% | -40.0% | |
| SHW | SHERWIN WILLIAMS CO | $34,000 | -22.7% | 75 | 0.0% | 0.01% | 0.0% | |
| GPN | GLOBAL PMTS INC | $32,000 | -22.0% | 225 | 0.0% | 0.01% | 0.0% | |
| NS | NUSTAR ENERGY LP | $37,000 | -66.7% | 4,300 | 0.0% | 0.01% | -62.5% | |
| DGX | QUEST DIAGNOSTICS INC | $32,000 | -25.6% | 400 | 0.0% | 0.01% | 0.0% | |
| DIAX | NUVEEN DOW 30 DYNAMIC OVERWR | $32,000 | -30.4% | 2,592 | 0.0% | 0.01% | 0.0% | |
| AGNC | AGNC INVT CORP | $32,000 | -39.6% | 3,000 | 0.0% | 0.01% | -14.3% | |
| BOND | PIMCO ETF TRactive bd etf | $32,000 | 0.0% | 300 | 0.0% | 0.01% | +50.0% | |
| IRDM | IRIDIUM COMMUNICATIONS INC | $36,000 | -7.7% | 1,600 | 0.0% | 0.01% | +20.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $26,000 | -21.2% | 560 | 0.0% | 0.01% | 0.0% | |
| THQ | TEKLA HEALTHCARE OPPORTUNITI | $31,000 | -18.4% | 2,000 | 0.0% | 0.01% | 0.0% | |
| IAU | ISHARES GOLD TRUSTishares | $28,000 | +3.7% | 1,835 | 0.0% | 0.01% | +25.0% | |
| WMGI | WRIGHT MED GROUP N V | $26,000 | -3.7% | 900 | 0.0% | 0.01% | +25.0% | |
| GLW | CORNING INC | $31,000 | -29.5% | 1,520 | 0.0% | 0.01% | -16.7% | |
| CCJ | CAMECO CORP | $27,000 | -12.9% | 3,500 | 0.0% | 0.01% | +25.0% | |
| SPSB | SPDR SER TRportfolio short | $30,000 | -3.2% | 1,000 | 0.0% | 0.01% | +25.0% | |
| RWJ | INVESCO EXCHANGE-TRADED FD Ts&p smallcap 600 | $30,000 | -38.8% | 716 | 0.0% | 0.01% | -28.6% | |
| MSI | MOTOROLA SOLUTIONS INC | $30,000 | -16.7% | 225 | 0.0% | 0.01% | 0.0% | |
| FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $26,000 | -13.3% | 200 | 0.0% | 0.01% | +25.0% | |
| LOGM | LOGMEIN INC | $29,000 | 0.0% | 343 | 0.0% | 0.01% | +25.0% | |
| WMB | WILLIAMS COS INC | $28,000 | -40.4% | 2,000 | 0.0% | 0.01% | -28.6% | |
| NTRS | NORTHERN TR CORP | $30,000 | -28.6% | 400 | 0.0% | 0.01% | -16.7% | |
| GMRE | GLOBAL MED REIT INC | $20,000 | -23.1% | 2,000 | 0.0% | 0.00% | 0.0% | |
| GGG | GRACO INC | $22,000 | -4.3% | 450 | 0.0% | 0.00% | +33.3% | |
| HPQ | HP INC | $25,000 | -13.8% | 1,425 | 0.0% | 0.00% | 0.0% | |
| IEP | ICAHN ENTERPRISES LPdepositary unit | $24,000 | -22.6% | 500 | 0.0% | 0.00% | 0.0% | |
| DISCK | DISCOVERY INC | $24,000 | -42.9% | 1,384 | 0.0% | 0.00% | -33.3% | |
| IVW | ISHARES TRs&p 500 grwt etf | $20,000 | -13.0% | 120 | 0.0% | 0.00% | +33.3% | |
| ISHG | ISHARES TR3yrtb etf | $22,000 | -4.3% | 287 | 0.0% | 0.00% | +33.3% | |
| REM | ISHARES TRmortge rel etf | $23,000 | -58.9% | 1,250 | 0.0% | 0.00% | -50.0% | |
| LBRDK | LIBERTY BROADBAND CORP | $22,000 | -12.0% | 200 | 0.0% | 0.00% | +33.3% | |
| LSXMK | LIBERTY MEDIA CORP DEL | $25,000 | -35.9% | 800 | 0.0% | 0.00% | -20.0% | |
| SPYX | SPDR SER TRspdr s&p 500 etf | $21,000 | -19.2% | 330 | 0.0% | 0.00% | 0.0% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $21,000 | -22.2% | 349 | 0.0% | 0.00% | 0.0% | |
| SQ | SQUARE INCcl a | $23,000 | -17.9% | 445 | 0.0% | 0.00% | 0.0% | |
| STT | STATE STR CORP | $20,000 | -33.3% | 373 | 0.0% | 0.00% | 0.0% | |
| SYY | SYSCO CORP | $25,000 | -46.8% | 550 | 0.0% | 0.00% | -42.9% | |
| BGCP | BGC PARTNERS INCcl a | $20,000 | -58.3% | 8,000 | 0.0% | 0.00% | -42.9% | |
| UGI | UGI CORP NEW | $25,000 | -41.9% | 956 | 0.0% | 0.00% | -33.3% | |
| WBK | WESTPAC BKG CORPsponsored adr | $25,000 | -40.5% | 2,450 | 0.0% | 0.00% | -33.3% | |
| ALE | ALLETE INC | $20,000 | -25.9% | 333 | 0.0% | 0.00% | 0.0% | |
| ZUO | ZUORA INC | $20,000 | -44.4% | 2,500 | 0.0% | 0.00% | -20.0% | |
| FTV | FORTIVE CORP | $19,000 | -29.6% | 350 | 0.0% | 0.00% | -25.0% | |
| KEX | KIRBY CORP | $15,000 | -51.6% | 350 | 0.0% | 0.00% | -25.0% | |
| STML | STEMLINE THERAPEUTICS INC | $15,000 | -54.5% | 3,100 | 0.0% | 0.00% | -40.0% | |
| SOHO | SOTHERLY HOTELS INC | $16,000 | -76.5% | 10,000 | 0.0% | 0.00% | -70.0% | |
| BEN | FRANKLIN RESOURCES INC | $15,000 | -34.8% | 894 | 0.0% | 0.00% | 0.0% | |
| VRTX | VERTEX PHARMACEUTICALS INC | $18,000 | +12.5% | 75 | 0.0% | 0.00% | +50.0% | |
| RTN | RAYTHEON CO | $18,000 | -37.9% | 134 | 0.0% | 0.00% | -25.0% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $15,000 | -11.8% | 93 | 0.0% | 0.00% | +50.0% | |
| NRIM | NORTHRIM BANCORP INC | $18,000 | -28.0% | 650 | 0.0% | 0.00% | 0.0% | |
| NMRK | NEWMARK GROUP INCcl a | $16,000 | -68.0% | 3,711 | 0.0% | 0.00% | -57.1% | |
| EOI | EATON VANCE ENHANCED EQ INC | $18,000 | -25.0% | 1,500 | 0.0% | 0.00% | 0.0% | |
| BXMT | BLACKSTONE MTG TR INC | $19,000 | -48.6% | 1,000 | 0.0% | 0.00% | -40.0% | |
| ITCI | INTRA CELLULAR THERAPIES INC | $15,000 | -55.9% | 1,000 | 0.0% | 0.00% | -40.0% | |
| UNIT | UNITI GROUP INC | $16,000 | -23.8% | 2,557 | 0.0% | 0.00% | 0.0% | |
| DSI | ISHARES TRmsci kld400 soc | $19,000 | -20.8% | 200 | 0.0% | 0.00% | 0.0% | |
| PPG | PPG INDS INC | $17,000 | -37.0% | 200 | 0.0% | 0.00% | -25.0% | |
| USMV | ISHARES TRmsci min vol etf | $17,000 | -19.0% | 314 | 0.0% | 0.00% | 0.0% | |
| SGMO | SANGAMO THERAPEUTICS INC | $16,000 | -23.8% | 2,500 | 0.0% | 0.00% | 0.0% | |
| FNX | FIRST TR MID CAP CORE ALPHAD | $16,000 | -33.3% | 330 | 0.0% | 0.00% | 0.0% | |
| TSLA | TESLA INC | $15,000 | +25.0% | 28 | 0.0% | 0.00% | +50.0% | |
| EFAV | ISHARES TRmin vol eafe etf | $14,000 | -17.6% | 230 | 0.0% | 0.00% | 0.0% | |
| OMC | OMNICOM GROUP INC | $11,000 | -31.2% | 200 | 0.0% | 0.00% | 0.0% | |
| MSEX | MIDDLESEX WATER CO | $12,000 | -7.7% | 200 | 0.0% | 0.00% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $14,000 | -66.7% | 1,038 | 0.0% | 0.00% | -66.7% | |
| MET | METLIFE INC | $9,000 | -40.0% | 300 | 0.0% | 0.00% | 0.0% | |
| LNG | CHENIERE ENERGY INC | $13,000 | -45.8% | 400 | 0.0% | 0.00% | -33.3% | |
| LSXMA | LIBERTY MEDIA CORP DEL | $13,000 | -31.6% | 400 | 0.0% | 0.00% | -33.3% | |
| TERP | TERRAFORM PWR INC | $9,000 | 0.0% | 585 | 0.0% | 0.00% | +100.0% | |
| IBB | ISHARES TRnasdaq biotech | $13,000 | -7.1% | 120 | 0.0% | 0.00% | 0.0% | |
| IXJ | ISHARES TRglob hlthcre etf | $12,000 | -14.3% | 200 | 0.0% | 0.00% | 0.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $10,000 | -16.7% | 129 | 0.0% | 0.00% | 0.0% | |
| VTV | VANGUARD INDEX FDSvalue etf | $10,000 | -23.1% | 112 | 0.0% | 0.00% | 0.0% | |
| Z | ZILLOW GROUP INCcl c cap stk | $13,000 | -18.8% | 350 | 0.0% | 0.00% | 0.0% | |
| ETN | EATON CORP PLC | $12,000 | -25.0% | 165 | 0.0% | 0.00% | 0.0% | |
| LBTYK | LIBERTY GLOBAL PLC | $14,000 | -30.0% | 920 | 0.0% | 0.00% | -33.3% | |
| RNR | RENAISSANCERE HOLDINGS LTD | $13,000 | -23.5% | 85 | 0.0% | 0.00% | 0.0% | |
| GLIBA | GCI LIBERTY INC | $11,000 | -15.4% | 189 | 0.0% | 0.00% | 0.0% | |
| EXPI | EXP WORLD HLDGS INC | $11,000 | -26.7% | 1,300 | 0.0% | 0.00% | 0.0% | |
| FYX | FIRST TR SML CP CORE ALPHA F | $10,000 | -37.5% | 240 | 0.0% | 0.00% | 0.0% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $14,000 | -26.3% | 314 | 0.0% | 0.00% | -33.3% | |
| PRU | PRUDENTIAL FINL INC | $10,000 | -41.2% | 184 | 0.0% | 0.00% | 0.0% | |
| DBEF | DBX ETF TRxtrack msci eafe | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| KHC | KRAFT HEINZ CO | $5,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| BAX | BAXTER INTL INC | $4,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| TPIC | TPI COMPOSITES INC | $3,000 | 0.0% | 170 | 0.0% | 0.00% | – | |
| SKT | TANGER FACTORY OUTLET CTRS I | $5,000 | -66.7% | 1,000 | 0.0% | 0.00% | -50.0% | |
| KMI | KINDER MORGAN INC DEL | $8,000 | -33.3% | 580 | 0.0% | 0.00% | -50.0% | |
| AVDL | AVADEL PHARMACEUTICALS PLCsponsored adr | $6,000 | 0.0% | 800 | 0.0% | 0.00% | 0.0% | |
| IWC | ISHARES TRmicro-cap etf | $6,000 | -33.3% | 87 | 0.0% | 0.00% | 0.0% | |
| BOE | BLACKROCK ENHANCED GLOBAL DI | $3,000 | -25.0% | 396 | 0.0% | 0.00% | 0.0% | |
| ADSK | AUTODESK INC | $4,000 | -20.0% | 27 | 0.0% | 0.00% | 0.0% | |
| UA | UNDER ARMOUR INCcl c | $6,000 | -60.0% | 760 | 0.0% | 0.00% | -50.0% | |
| DBEU | DBX ETF TRxtrack msci eurp | $5,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| ARI | APOLLO COML REAL EST FIN INC | $7,000 | -61.1% | 1,000 | 0.0% | 0.00% | -66.7% | |
| MRNA | MODERNA INC | $3,000 | +50.0% | 110 | 0.0% | 0.00% | – | |
| OLED | UNIVERSAL DISPLAY CORP | $3,000 | -40.0% | 25 | 0.0% | 0.00% | 0.0% | |
| UNM | UNUM GROUP | $6,000 | -50.0% | 400 | 0.0% | 0.00% | -50.0% | |
| BLOK | AMPLIFY ETF TRblockchain ldr | $8,000 | -11.1% | 500 | 0.0% | 0.00% | 0.0% | |
| DLR | DIGITAL RLTY TR INC | $7,000 | +16.7% | 50 | 0.0% | 0.00% | 0.0% | |
| AIG | AMERICAN INTL GROUP INC | $7,000 | -53.3% | 300 | 0.0% | 0.00% | -50.0% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $8,000 | -20.0% | 150 | 0.0% | 0.00% | 0.0% | |
| DOV | DOVER CORP | $8,000 | -20.0% | 90 | 0.0% | 0.00% | 0.0% | |
| DUK | DUKE ENERGY CORP NEW | $3,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| QRTEA | QURATE RETAIL INC | $6,000 | -33.3% | 1,058 | 0.0% | 0.00% | 0.0% | |
| HLT | HILTON WORLDWIDE HLDGS INC | $7,000 | -36.4% | 100 | 0.0% | 0.00% | -50.0% | |
| KRE | SPDR SER TRs&p regl bkg | $7,000 | -41.7% | 201 | 0.0% | 0.00% | -50.0% | |
| IDE | VOYA INFRASTRUCTURE INDLS & | $8,000 | -33.3% | 1,023 | 0.0% | 0.00% | -50.0% | |
| AMAL | AMALGAMATED BK NEW YORK N Yclass a | $6,000 | -45.5% | 555 | 0.0% | 0.00% | -50.0% | |
| WAT | WATERS CORP | $4,000 | -20.0% | 22 | 0.0% | 0.00% | 0.0% | |
| EARN | ELLINGTON RESIDENTIAL MTG RE | $8,000 | -50.0% | 1,500 | 0.0% | 0.00% | -50.0% | |
| JWA | WILEY JOHN & SONS INCcl a | $4,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% | |
| HIG | HARTFORD FINL SVCS GROUP INC | $7,000 | -41.7% | 202 | 0.0% | 0.00% | -50.0% | |
| ETSY | ETSY INC | $3,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
| HAIN | HAIN CELESTIAL GROUP INC | $3,000 | 0.0% | 120 | 0.0% | 0.00% | – | |
| LBTYA | LIBERTY GLOBAL PLC | $7,000 | -22.2% | 400 | 0.0% | 0.00% | 0.0% | |
| BMYRT | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $3,000 | +50.0% | 771 | 0.0% | 0.00% | – | |
| GS | GOLDMAN SACHS GROUP INC | $4,000 | -33.3% | 25 | 0.0% | 0.00% | 0.0% | |
| SDIV | GLOBAL X FDSglb x superdiv | $5,000 | -50.0% | 550 | 0.0% | 0.00% | 0.0% | |
| PINS | PINTEREST INCcl a | $7,000 | -12.5% | 430 | 0.0% | 0.00% | 0.0% | |
| GLNG | GOLAR LNG LTD | $3,000 | -40.0% | 350 | 0.0% | 0.00% | 0.0% | |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $6,000 | -40.0% | 2,250 | 0.0% | 0.00% | 0.0% | |
| EXC | EXELON CORP | $6,000 | -14.3% | 150 | 0.0% | 0.00% | 0.0% | |
| CRSP | CRISPR THERAPEUTICS AGnamen akt | $3,000 | -25.0% | 68 | 0.0% | 0.00% | 0.0% | |
| CWT | CALIFORNIA WTR SVC GROUP | $3,000 | 0.0% | 56 | 0.0% | 0.00% | – | |
| SLYV | SPDR SER TRs&p 600 smcp val | $5,000 | -37.5% | 125 | 0.0% | 0.00% | 0.0% | |
| FTNT | FORTINET INC | $5,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| PANW | PALO ALTO NETWORKS INC | $3,000 | -25.0% | 18 | 0.0% | 0.00% | 0.0% | |
| FSLR | FIRST SOLAR INC | $5,000 | -37.5% | 150 | 0.0% | 0.00% | 0.0% | |
| FDX | FEDEX CORP | $4,000 | -20.0% | 30 | 0.0% | 0.00% | 0.0% | |
| SDC | SMILEDIRECTCLUB INC | $3,000 | -40.0% | 545 | 0.0% | 0.00% | 0.0% | |
| SNAP | SNAP INCcl a | $7,000 | -30.0% | 621 | 0.0% | 0.00% | 0.0% | |
| CTXS | CITRIX SYS INC | $4,000 | +33.3% | 28 | 0.0% | 0.00% | – | |
| SGEN | SEATTLE GENETICS INC | $3,000 | 0.0% | 25 | 0.0% | 0.00% | – | |
| LUV | SOUTHWEST AIRLS CO | $7,000 | -30.0% | 190 | 0.0% | 0.00% | 0.0% | |
| SCS | STEELCASE INCcl a | $3,000 | -40.0% | 255 | 0.0% | 0.00% | 0.0% | |
| STM | STMICROELECTRONICS N Vny registry | $3,000 | -25.0% | 155 | 0.0% | 0.00% | 0.0% | |
| SPWR | SUNPOWER CORP | $3,000 | -25.0% | 550 | 0.0% | 0.00% | 0.0% | |
| LH | LABORATORY CORP AMER HLDGS | $3,000 | -25.0% | 25 | 0.0% | 0.00% | 0.0% | |
| RUN | SUNRUN INC | $4,000 | -33.3% | 425 | 0.0% | 0.00% | 0.0% | |
| MTLS | MATERIALISE NVsponsored ads | $2,000 | 0.0% | 110 | 0.0% | 0.00% | – | |
| AYI | ACUITY BRANDS INC | $1,000 | -50.0% | 15 | 0.0% | 0.00% | – | |
| PRSP | PERSPECTA INC | $1,000 | 0.0% | 34 | 0.0% | 0.00% | – | |
| DXC | DXC TECHNOLOGY CO | $1,000 | -66.7% | 88 | 0.0% | 0.00% | – | |
| APY | APERGY CORP | $0 | -100.0% | 45 | 0.0% | 0.00% | – | |
| APA | APACHE CORP | $2,000 | -80.0% | 396 | 0.0% | 0.00% | -100.0% | |
| CDK | CDK GLOBAL INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| GPRO | GOPRO INCcl a | $0 | – | 100 | 0.0% | 0.00% | – | |
| MANU | MANCHESTER UTD PLC NEWord cl a | $0 | – | 10 | 0.0% | 0.00% | – | |
| AMRC | AMERESCO INCcl a | $2,000 | 0.0% | 130 | 0.0% | 0.00% | – | |
| VIACA | VIACOMCBS INCcl a | $0 | – | 4 | 0.0% | 0.00% | – | |
| MACK | MERRIMACK PHARMACEUTICALS IN | $1,000 | -50.0% | 500 | 0.0% | 0.00% | – | |
| GM | GENERAL MTRS CO | $0 | – | 10 | 0.0% | 0.00% | – | |
| NTUS | NATUS MED INC DEL | $1,000 | -50.0% | 50 | 0.0% | 0.00% | – | |
| GMOLQ | GENERAL MOLY INC | $0 | -100.0% | 2,500 | 0.0% | 0.00% | – | |
| LB | L BRANDS INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| ENB | ENBRIDGE INC | $1,000 | -50.0% | 49 | 0.0% | 0.00% | – | |
| LEVI | LEVI STRAUSS & CO NEW | $1,000 | 0.0% | 65 | 0.0% | 0.00% | – | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $2,000 | -33.3% | 49 | 0.0% | 0.00% | – | |
| KN | KNOWLES CORP | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – | |
| TAK | TAKEDA PHARMACEUTICAL CO LTDsponsored ads | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO | $1,000 | 0.0% | 67 | 0.0% | 0.00% | – | |
| HOG | HARLEY DAVIDSON INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| PEAK | HEALTHPEAK PROPERTIES INC | $2,000 | -33.3% | 100 | 0.0% | 0.00% | – | |
| OSUR | ORASURE TECHNOLOGIES INC | $2,000 | 0.0% | 225 | 0.0% | 0.00% | – | |
| KNDI | KANDI TECHNOLOGIES GROUP INC | $2,000 | -50.0% | 800 | 0.0% | 0.00% | -100.0% | |
| SCHN | SCHNITZER STL INDScl a | $2,000 | -33.3% | 130 | 0.0% | 0.00% | – | |
| HOLX | HOLOGIC INC | $1,000 | -50.0% | 31 | 0.0% | 0.00% | – | |
| EA | ELECTRONIC ARTS INC | $1,000 | 0.0% | 6 | 0.0% | 0.00% | – | |
| SRPT | SAREPTA THERAPEUTICS INC | $2,000 | 0.0% | 16 | 0.0% | 0.00% | – | |
| SNSS | SUNESIS PHARMACEUTICALS INC | $1,000 | 0.0% | 1,666 | 0.0% | 0.00% | – | |
| MLHR | MILLER HERMAN INC | $2,000 | -50.0% | 100 | 0.0% | 0.00% | -100.0% | |
| MIXT | MIX TELEMATICS LTDsponsored adr | $1,000 | -50.0% | 160 | 0.0% | 0.00% | – | |
| ORGANIGRAM HLDGS INC | $2,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | ||
| ROK | ROCKWELL AUTOMATION INC | $2,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| SPLK | SPLUNK INC | $2,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| EDIT | EDITAS MEDICINE INC | $2,000 | -50.0% | 120 | 0.0% | 0.00% | -100.0% | |
| WAB | WABTEC | $2,000 | -33.3% | 36 | 0.0% | 0.00% | – | |
| GPMT | GRANITE PT MTG TR INC | $0 | – | 18 | 0.0% | 0.00% | – | |
| UL | UNILEVER PLCspon adr new | $2,000 | -33.3% | 44 | 0.0% | 0.00% | – | |
| SWCH | SWITCH INCcl a | $2,000 | 0.0% | 145 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 43 | Q4 2023 | 7.4% |
| AMAZON COM INC | 43 | Q4 2023 | 6.2% |
| Microsoft Corporation | 43 | Q4 2023 | 6.8% |
| PEPSICO INC | 43 | Q4 2023 | 2.6% |
| MERCK & CO. INC | 43 | Q4 2023 | 2.6% |
| BERKSHIRE HATHAWAY INC DEL | 43 | Q4 2023 | 3.2% |
| Enterprise Products Partners | 43 | Q4 2023 | 2.8% |
| VISA INC | 43 | Q4 2023 | 2.8% |
| AMGEN INC | 43 | Q4 2023 | 2.3% |
| SPDR GOLD TRUST | 43 | Q4 2023 | 2.8% |
View BALDWIN BROTHERS LLC/MA's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-14 |
View BALDWIN BROTHERS LLC/MA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.