$1.15 Billion is the total value of BALDWIN BROTHERS LLC/MA's 883 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 12.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $75,200,372 | +25.9% | 456,036 | -0.8% | 6.55% | +21.0% |
| MSFT | Sell | MICROSOFT CORP | $64,222,285 | +19.3% | 222,762 | -0.7% | 5.60% | +14.7% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $39,882,525 | +16.9% | 384,484 | -0.6% | 3.48% | +12.3% |
| COST | Sell | COSTCO WHSL CORP NEW | $27,275,679 | +8.0% | 54,895 | -0.7% | 2.38% | +3.8% |
| NEE | Sell | NEXTERA ENERGY INC | $22,828,938 | -7.8% | 296,172 | -0.0% | 1.99% | -11.4% |
| BX | Sell | BLACKSTONE INC | $21,297,159 | +17.1% | 242,454 | -1.1% | 1.86% | +12.6% |
| MRK | Sell | MERCK & CO INC | $20,232,718 | -5.4% | 190,175 | -1.4% | 1.76% | -9.1% |
| XOM | Sell | EXXON MOBIL CORP | $19,350,797 | -7.5% | 176,462 | -7.0% | 1.69% | -11.1% |
| ADI | Sell | ANALOG DEVICES INC | $18,698,742 | +19.1% | 94,812 | -1.0% | 1.63% | +14.5% |
| ACN | Sell | ACCENTURE PLC IRELAND | $17,979,133 | +6.6% | 62,906 | -0.5% | 1.57% | +2.4% |
| NVDA | Sell | NVIDIA CORPORATION | $17,849,911 | +89.8% | 64,261 | -0.1% | 1.56% | +82.4% |
| WM | Sell | WASTE MGMT INC DEL | $17,838,723 | +3.9% | 109,326 | -0.1% | 1.56% | -0.1% |
| SBUX | Sell | STARBUCKS CORP | $14,018,293 | +3.6% | 134,623 | -1.3% | 1.22% | -0.5% |
| UNP | Sell | UNION PAC CORP | $13,395,664 | -2.9% | 66,559 | -0.1% | 1.17% | -6.6% |
| IAU | Sell | ISHARES GOLD TRishares new | $12,850,796 | +2.6% | 343,880 | -5.0% | 1.12% | -1.4% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $11,986,345 | -7.8% | 91,436 | -1.0% | 1.04% | -11.4% |
| CVX | Sell | CHEVRON CORP NEW | $11,748,329 | -18.9% | 72,005 | -10.8% | 1.02% | -22.1% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $10,626,704 | -19.9% | 83,609 | -0.5% | 0.93% | -23.0% |
| FISV | Sell | FISERV INC | $10,586,503 | +11.5% | 93,661 | -0.3% | 0.92% | +7.2% |
| CHD | Sell | CHURCH & DWIGHT CO INC | $10,502,220 | +9.4% | 118,790 | -0.3% | 0.92% | +5.1% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $10,274,606 | +10.2% | 42,204 | -0.3% | 0.90% | +5.9% |
| WAT | Sell | WATERS CORP | $10,024,271 | -10.1% | 32,375 | -0.5% | 0.87% | -13.6% |
| PG | Sell | PROCTER AND GAMBLE CO | $9,911,105 | -1.9% | 66,656 | -0.0% | 0.86% | -5.7% |
| FNV | Sell | FRANCO NEV CORP | $8,019,002 | +6.8% | 55,000 | -0.0% | 0.70% | +2.6% |
| MDT | Sell | MEDTRONIC PLC | $7,611,415 | +0.5% | 94,411 | -3.1% | 0.66% | -3.5% |
| DOV | Sell | DOVER CORP | $7,183,151 | +10.2% | 47,276 | -1.8% | 0.63% | +5.9% |
| SCHW | Sell | SCHWAB CHARLES CORP | $6,998,968 | -37.1% | 133,619 | -0.1% | 0.61% | -39.6% |
| GBCI | Sell | GLACIER BANCORP INC NEW | $6,803,351 | -15.1% | 161,946 | -0.1% | 0.59% | -18.3% |
| PAYX | Sell | PAYCHEX INC | $5,693,655 | -1.3% | 49,687 | -0.5% | 0.50% | -5.2% |
| BAC | Sell | BANK AMERICA CORP | $5,153,091 | -14.1% | 180,178 | -0.6% | 0.45% | -17.5% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $4,786,464 | +4.4% | 8,305 | -0.2% | 0.42% | +0.2% |
| CF | Sell | CF INDS HLDGS INC | $4,467,269 | -17.7% | 61,626 | -3.3% | 0.39% | -20.9% |
| NVO | Sell | NOVO-NORDISK A Sadr | $4,324,470 | +17.3% | 27,174 | -0.3% | 0.38% | +12.9% |
| ROP | Sell | ROPER TECHNOLOGIES INC | $4,135,012 | +2.0% | 9,383 | -0.0% | 0.36% | -2.2% |
| MKC | Sell | MCCORMICK & CO INC | $3,828,418 | -0.6% | 46,009 | -1.0% | 0.33% | -4.3% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $3,652,245 | -6.9% | 16,405 | -0.2% | 0.32% | -10.7% |
| TD | Sell | TORONTO DOMINION BK ONT | $3,454,852 | -7.6% | 57,677 | -0.1% | 0.30% | -11.2% |
| SYK | Sell | STRYKER CORPORATION | $3,437,630 | +16.4% | 12,042 | -0.3% | 0.30% | +11.9% |
| WY | Sell | WEYERHAEUSER CO MTN BE | $3,286,206 | -3.6% | 109,068 | -0.8% | 0.29% | -7.4% |
| KO | Sell | COCA COLA CO | $3,243,425 | -3.1% | 52,288 | -0.6% | 0.28% | -6.9% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $3,125,919 | +7.9% | 57,610 | -0.2% | 0.27% | +3.4% |
| PFE | Sell | PFIZER INC | $3,107,981 | -20.4% | 76,176 | -0.1% | 0.27% | -23.4% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $3,033,896 | -52.8% | 41,093 | -54.1% | 0.26% | -54.7% |
| GBIL | Sell | GOLDMAN SACHS ETF TRacces treasury | $3,001,797 | -41.3% | 29,976 | -41.6% | 0.26% | -43.5% |
| GILD | Sell | GILEAD SCIENCES INC | $2,911,186 | -4.2% | 35,087 | -0.9% | 0.25% | -8.0% |
| EL | Sell | LAUDER ESTEE COS INCcl a | $2,907,876 | -1.4% | 11,799 | -0.7% | 0.25% | -5.2% |
| RMD | Sell | RESMED INC | $2,825,833 | +4.2% | 12,904 | -1.0% | 0.25% | 0.0% |
| A | Sell | AGILENT TECHNOLOGIES INC | $2,539,784 | -9.2% | 18,359 | -1.7% | 0.22% | -13.0% |
| TRP | Sell | TC ENERGY CORP | $1,885,805 | -2.6% | 48,469 | -0.2% | 0.16% | -6.8% |
| TFX | Sell | TELEFLEX INCORPORATED | $1,733,907 | +0.4% | 6,845 | -1.0% | 0.15% | -3.8% |
| LDP | Sell | COHEN & STEERS LTD DURATION | $1,715,708 | -6.4% | 96,172 | -0.2% | 0.15% | -9.6% |
| IDXX | Sell | IDEXX LABS INC | $1,632,261 | +16.4% | 3,264 | -5.0% | 0.14% | +11.8% |
| FAST | Sell | FASTENAL CO | $1,603,203 | +12.1% | 29,722 | -1.6% | 0.14% | +7.7% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,580,341 | -12.5% | 3,344 | -1.8% | 0.14% | -15.9% |
| HD | Sell | HOME DEPOT INC | $1,487,110 | -7.2% | 5,039 | -0.7% | 0.13% | -10.3% |
| BLK | Sell | BLACKROCK INC | $1,357,644 | -8.5% | 2,029 | -3.1% | 0.12% | -12.6% |
| FB | Sell | META PLATFORMS INCcl a | $1,227,980 | +36.7% | 5,794 | -22.4% | 0.11% | +32.1% |
| HRL | Sell | HORMEL FOODS CORP | $1,165,962 | -14.1% | 29,237 | -1.8% | 0.10% | -17.1% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $1,158,121 | +7.9% | 5,970 | -3.3% | 0.10% | +4.1% |
| CNI | Sell | CANADIAN NATL RY CO | $1,100,778 | -1.6% | 9,331 | -0.9% | 0.10% | -5.0% |
| BIIB | Sell | BIOGEN INC | $1,090,712 | -2.9% | 3,923 | -3.3% | 0.10% | -6.9% |
| DIS | Sell | DISNEY WALT CO | $1,048,361 | +12.9% | 10,470 | -2.1% | 0.09% | +8.3% |
| INTC | Sell | INTEL CORP | $928,089 | +18.4% | 28,408 | -4.2% | 0.08% | +14.1% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $920,075 | -6.5% | 13,275 | -2.9% | 0.08% | -10.1% |
| FDX | Sell | FEDEX CORP | $882,200 | +29.4% | 3,861 | -1.9% | 0.08% | +24.2% |
| BK | Sell | BANK NEW YORK MELLON CORP | $795,927 | -1.9% | 17,516 | -1.7% | 0.07% | -6.8% |
| MTD | Sell | METTLER TOLEDO INTERNATIONAL | $765,105 | -10.6% | 500 | -15.5% | 0.07% | -14.1% |
| HCI | Sell | HCI GROUP INC | $735,928 | -59.7% | 13,730 | -70.2% | 0.06% | -61.2% |
| KMB | Sell | KIMBERLY-CLARK CORP | $696,602 | -1.9% | 5,190 | -0.8% | 0.06% | -4.7% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $626,882 | +2.9% | 1,725 | -1.5% | 0.06% | 0.0% |
| INTU | Sell | INTUIT | $559,517 | +3.9% | 1,255 | -9.3% | 0.05% | 0.0% |
| TRV | Sell | TRAVELERS COMPANIES INC | $516,630 | -9.8% | 3,014 | -1.3% | 0.04% | -13.5% |
| CVGW | Sell | CALAVO GROWERS INC | $516,134 | -3.6% | 17,940 | -1.5% | 0.04% | -8.2% |
| FBHS | Sell | FORTUNE BRANDS INNOVATIONS I | $510,657 | +2.0% | 8,695 | -0.9% | 0.04% | 0.0% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $509,305 | +3.2% | 7,305 | -1.4% | 0.04% | -2.2% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $462,461 | +18.1% | 1,441 | -2.0% | 0.04% | +11.1% |
| LLY | Sell | LILLY ELI & CO | $445,416 | -8.9% | 1,297 | -3.0% | 0.04% | -11.4% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $438,309 | -4.0% | 2,145 | -0.4% | 0.04% | -7.3% |
| ORCL | Sell | ORACLE CORP | $420,463 | +5.1% | 4,525 | -7.6% | 0.04% | +2.8% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $351,805 | +1.8% | 1,972 | -0.5% | 0.03% | 0.0% |
| PAA | Sell | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $332,438 | +4.9% | 26,659 | -1.1% | 0.03% | 0.0% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $325,686 | +0.9% | 6,806 | -5.6% | 0.03% | -3.4% |
| FLO | Sell | FLOWERS FOODS INC | $315,215 | -10.1% | 11,500 | -5.7% | 0.03% | -15.6% |
| CL | Sell | COLGATE PALMOLIVE CO | $289,929 | -5.3% | 3,858 | -0.7% | 0.02% | -10.7% |
| FRC | Sell | FIRST REP BK SAN FRANCISCO C | $273,085 | -97.6% | 19,520 | -79.3% | 0.02% | -97.7% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $270,696 | -8.5% | 1,960 | -7.0% | 0.02% | -11.1% |
| NSC | Sell | NORFOLK SOUTHN CORP | $273,480 | -14.8% | 1,290 | -0.9% | 0.02% | -17.2% |
| CSCO | Sell | CISCO SYS INC | $233,931 | +7.3% | 4,475 | -2.2% | 0.02% | 0.0% |
| HDB | Sell | HDFC BANK LTDsponsored ads | $224,345 | -5.4% | 3,365 | -2.9% | 0.02% | -4.8% |
| PSF | Sell | COHEN & STEERS SELECT PFD & | $215,987 | -12.1% | 11,933 | -9.1% | 0.02% | -13.6% |
| BP | Sell | BP PLCsponsored adr | $207,418 | +5.3% | 5,467 | -3.0% | 0.02% | 0.0% |
| BFAM | Sell | BRIGHT HORIZONS FAM SOL IN D | $195,324 | +3.6% | 2,537 | -15.1% | 0.02% | 0.0% |
| IX | Sell | ORIX CORPsponsored adr | $182,792 | -0.2% | 2,227 | -2.1% | 0.02% | -5.9% |
| Sell | GENERAL ELECTRIC CO | $158,696 | +1.8% | 1,660 | -10.8% | 0.01% | 0.0% | |
| BDX | Sell | BECTON DICKINSON & CO | $166,347 | -6.1% | 672 | -3.6% | 0.01% | -12.5% |
| SQM | Sell | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $163,579 | +0.7% | 2,018 | -0.8% | 0.01% | -6.7% |
| PACW | Sell | PACWEST BANCORP DEL | $145,152 | -65.7% | 14,918 | -19.0% | 0.01% | -65.8% |
| SONY | Sell | SONY GROUP CORPORATIONsponsored adr | $154,105 | +17.8% | 1,700 | -0.9% | 0.01% | +8.3% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $149,135 | -0.4% | 1,430 | -2.1% | 0.01% | -7.1% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $134,405 | -21.1% | 595 | -19.0% | 0.01% | -20.0% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $135,339 | +2.7% | 3,570 | -5.3% | 0.01% | 0.0% |
| ECL | Sell | ECOLAB INC | $123,651 | -75.0% | 747 | -78.0% | 0.01% | -75.6% |
| ITUB | Sell | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $126,518 | -5.1% | 25,979 | -8.4% | 0.01% | -8.3% |
| TLK | Sell | P T TELEKOMUNIKASI INDONESIAsponsored adr | $127,460 | +13.1% | 4,674 | -1.1% | 0.01% | +10.0% |
| TCOM | Sell | TRIP COM GROUP LTDads | $121,900 | +6.5% | 3,236 | -2.8% | 0.01% | +10.0% |
| BLL | Sell | BALL CORP | $118,487 | +5.3% | 2,150 | -2.3% | 0.01% | 0.0% |
| FERG | Sell | FERGUSON PLC NEW | $105,529 | +4.5% | 789 | -0.8% | 0.01% | 0.0% |
| TGT | Sell | TARGET CORP | $108,488 | -98.2% | 655 | -98.3% | 0.01% | -98.3% |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $94,768 | -2.3% | 862 | -4.0% | 0.01% | -11.1% |
| MUFG | Sell | MITSUBISHI UFJ FINL GROUP INsponsored ads | $94,297 | -6.0% | 14,757 | -1.9% | 0.01% | -11.1% |
| TROW | Sell | PRICE T ROWE GROUP INC | $75,304 | -74.5% | 667 | -75.4% | 0.01% | -74.1% |
| CARA | Sell | CARA THERAPEUTICS INC | $78,643 | -58.2% | 16,017 | -8.6% | 0.01% | -58.8% |
| BNTX | Sell | BIONTECH SEsponsored ads | $80,099 | -17.7% | 643 | -0.8% | 0.01% | -22.2% |
| Sell | KYNDRYL HLDGS INC | $81,032 | +31.1% | 5,490 | -1.3% | 0.01% | +16.7% | |
| HBAN | Sell | HUNTINGTON BANCSHARES INC | $65,307 | -24.5% | 5,831 | -4.9% | 0.01% | -25.0% |
| HMC | Sell | HONDA MOTOR LTD | $63,894 | +14.6% | 2,412 | -1.1% | 0.01% | +20.0% |
| STT | Sell | STATE STR CORP | $66,077 | -5.1% | 873 | -2.8% | 0.01% | 0.0% |
| LULU | Sell | LULULEMON ATHLETICA INC | $66,283 | -2.9% | 182 | -14.6% | 0.01% | 0.0% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $63,633 | -7.2% | 725 | -13.0% | 0.01% | 0.0% |
| Sell | MASTERBRAND INC | $65,888 | -0.5% | 8,195 | -6.6% | 0.01% | 0.0% | |
| EXAS | Sell | EXACT SCIENCES CORP | $61,029 | +29.8% | 900 | -5.3% | 0.01% | +25.0% |
| EBC | Sell | EASTERN BANKSHARES INC | $56,790 | -61.3% | 4,500 | -47.1% | 0.01% | -61.5% |
| SHG | Sell | SHINHAN FINANCIAL GROUP CO Lspn adr restrd | $57,463 | -5.6% | 2,133 | -2.1% | 0.01% | -16.7% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $40,341 | -10.2% | 547 | -12.1% | 0.00% | 0.0% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $40,262 | -64.9% | 49 | -69.2% | 0.00% | -60.0% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $31,650 | -33.8% | 300 | -32.1% | 0.00% | -25.0% |
| AGG | Sell | ISHARES TRcore us aggbd et | $32,383 | -15.9% | 325 | -18.1% | 0.00% | 0.0% |
| IEFA | Sell | ISHARES TRcore msci eafe | $35,698 | -20.2% | 534 | -26.4% | 0.00% | -25.0% |
| RBCAA | Sell | REPUBLIC BANCORP INC KYcl a | $38,187 | -28.2% | 900 | -30.8% | 0.00% | -40.0% |
| OGN | Sell | ORGANON & CO | $32,411 | -26.7% | 1,378 | -13.0% | 0.00% | -25.0% |
| BSX | Sell | BOSTON SCIENTIFIC CORP | $30,018 | -12.0% | 600 | -18.6% | 0.00% | 0.0% |
| F | Sell | FORD MTR CO DEL | $22,050 | -14.8% | 1,750 | -21.3% | 0.00% | 0.0% |
| DEUS | Sell | DBX ETF TRxtrackers russel | $18,348 | -48.5% | 425 | -49.7% | 0.00% | -33.3% |
| ALC | Sell | ALCON AG | $17,635 | -46.5% | 250 | -48.0% | 0.00% | -33.3% |
| FFIV | Sell | F5 INC | $10,198 | -45.3% | 70 | -46.2% | 0.00% | -50.0% |
| LRGF | Sell | ISHARES TRu s equity factr | $14,504 | -51.0% | 350 | -53.8% | 0.00% | -66.7% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $16,095 | -89.7% | 63 | -89.3% | 0.00% | -92.9% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $15,560 | -42.8% | 230 | -46.3% | 0.00% | -50.0% |
| EPAM | Sell | EPAM SYS INC | $9,867 | -28.3% | 33 | -21.4% | 0.00% | 0.0% |
| PKG | Sell | PACKAGING CORP AMER | $10,829 | -45.7% | 78 | -50.0% | 0.00% | -50.0% |
| ZM | Exit | ZOOM VIDEO COMMUNICATIONS INcl a | $0 | – | -4 | -100.0% | 0.00% | – |
| KMX | Exit | CARMAX INC | $0 | – | -80 | -100.0% | 0.00% | – |
| PHG | Sell | KONINKLIJKE PHILIPS N V | $5,615 | -87.8% | 306 | -90.0% | 0.00% | -100.0% |
| FAF | Exit | FIRST AMERN FINL CORP | $0 | – | -60 | -100.0% | 0.00% | – |
| EUFN | Sell | ISHARES TRmsci euro fl etf | $3,534 | -38.0% | 189 | -41.8% | 0.00% | -100.0% |
| BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -75 | -100.0% | 0.00% | – |
| Exit | VICTORIAS SECRET AND CO | $0 | – | -3 | -100.0% | 0.00% | – | |
| ACAD | Exit | ACADIA PHARMACEUTICALS INC | $0 | – | -100 | -100.0% | 0.00% | – |
| CCL | Exit | CARNIVAL CORP | $0 | – | -300 | -100.0% | 0.00% | – |
| Exit | BATH & BODY WORKS INC | $0 | – | -10 | -100.0% | 0.00% | – | |
| IGV | Sell | ISHARES TRexpanded tech | $4,571 | -28.5% | 15 | -40.0% | 0.00% | -100.0% |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -39 | -100.0% | 0.00% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -17 | -100.0% | 0.00% | – |
| KEX | Exit | KIRBY CORP | $0 | – | -200 | -100.0% | -0.00% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -648 | -100.0% | -0.00% | – |
| VPU | Exit | VANGUARD WORLD FDSutilities etf | $0 | – | -101 | -100.0% | -0.00% | – |
| OPNT | Exit | OPIANT PHARMACEUTICALS INC | $0 | – | -300 | -100.0% | -0.00% | – |
| EQIX | Exit | EQUINIX INC | $0 | – | -30 | -100.0% | -0.00% | – |
| LIN | Exit | LINDE PLC | $0 | – | -160 | -100.0% | -0.01% | – |
| SWK | Exit | STANLEY BLACK & DECKER INC | $0 | – | -920 | -100.0% | -0.01% | – |
| SIVB | Exit | SVB FINANCIAL GROUP | $0 | – | -465 | -100.0% | -0.01% | – |
| LNN | Exit | LINDSAY CORP | $0 | – | -650 | -100.0% | -0.01% | – |
| NOMD | Exit | NOMAD FOODS LTD | $0 | – | -10,000 | -100.0% | -0.02% | – |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -667 | -100.0% | -0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-21
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.