$1 Billion is the total value of BALDWIN WEALTH PARTNERS LLC/MA's 728 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IRT | New | INDEPENDENCE RLTY TR INC | $700,000 | – | 27,119 | +100.0% | 0.07% | – |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $451,000 | – | 1 | +100.0% | 0.04% | – |
| BNTX | New | BIONTECH SEsponsored ads | $128,000 | – | 496 | +100.0% | 0.01% | – |
| New | SK TELECOM LTDsponsored adr | $109,000 | – | 4,098 | +100.0% | 0.01% | – | |
| SQM | New | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $96,000 | – | 1,905 | +100.0% | 0.01% | – |
| RXRX | New | RECURSION PHARMACEUTICALS INcl a | $47,000 | – | 2,751 | +100.0% | 0.01% | – |
| PATH | New | UIPATH INCcl a | $26,000 | – | 600 | +100.0% | 0.00% | – |
| ABNB | New | AIRBNB INC | $25,000 | – | 150 | +100.0% | 0.00% | – |
| New | RIVIAN AUTOMOTIVE INC | $26,000 | – | 250 | +100.0% | 0.00% | – | |
| New | KYNDRYL HLDGS INC | $24,000 | – | 1,341 | +100.0% | 0.00% | – | |
| OKTA | New | OKTA INCcl a | $22,000 | – | 100 | +100.0% | 0.00% | – |
| New | TOAST INCcl a | $7,000 | – | 200 | +100.0% | 0.00% | – | |
| VMW | New | VMWARE INC | $8,000 | – | 65 | +100.0% | 0.00% | – |
| FOUR | New | SHIFT4 PMTS INCcl a | $10,000 | – | 170 | +100.0% | 0.00% | – |
| New | ORION OFFICE REIT INC | $2,000 | – | 120 | +100.0% | 0.00% | – | |
| WOW | New | WIDEOPENWEST INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 45 | Q2 2024 | 7.4% |
| AMAZON COM INC | 45 | Q2 2024 | 6.2% |
| Microsoft Corporation | 45 | Q2 2024 | 6.8% |
| PEPSICO INC | 45 | Q2 2024 | 2.6% |
| MERCK & CO. INC | 45 | Q2 2024 | 2.6% |
| BERKSHIRE HATHAWAY INC DEL | 45 | Q2 2024 | 3.2% |
| VISA INC | 45 | Q2 2024 | 2.8% |
| Enterprise Products Partners | 45 | Q2 2024 | 2.8% |
| AMGEN INC | 45 | Q2 2024 | 2.3% |
| SPDR GOLD TRUST | 45 | Q2 2024 | 2.8% |
View BALDWIN WEALTH PARTNERS LLC/MA's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-16 |
| N-PX | 2024-08-29 |
| 13F-HR | 2024-07-12 |
| 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 |
View BALDWIN WEALTH PARTNERS 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.