Notify me when BALDWIN WEALTH PARTNERS LLC/MA files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 242 | $1,563,792,555 | +$54,309,014 | -$60,732,372 | -$6,423,358 | GOOGL, AAPL, NVDA, MSFT, JBND | 13F-HR | 07 Jan 2026, 13:06 |
| Q3 2025 | 234 | $1,535,160,959 | +$53,416,597 | -$85,299,407 | -$31,882,810 | AAPL, MSFT, GOOGL, NVDA, JBND | 13F-HR | 14 Oct 2025, 09:42 |
| Q2 2025 | 218 | $1,472,465,864 | +$31,735,186 | -$63,553,960 | -$31,818,774 | MSFT, AAPL, AMZN, JBND, NVDA | 13F-HR | 24 Jul 2025, 12:44 |
| Q1 2025 | 228 | $1,425,475,040 | +$69,046,928 | -$42,945,693 | +$26,101,235 | AAPL, MSFT, JBND, AMZN, GOOGL | 13F-HR | 14 Apr 2025, 14:15 |
| Q4 2024 | 238 | $1,439,809,453 | +$106,369,543 | -$145,433,813 | -$39,064,270 | AAPL, MSFT, AMZN, GOOGL, NVDA | 13F-HR | 22 Jan 2025, 14:04 |
| Q3 2024 | 1,079 | $1,467,253,561 | +$152,871,541 | -$31,565,321 | +$121,306,220 | AAPL, MSFT, AMZN, NVDA, GOOGL | 13F-HR | 15 Oct 2024, 18:46 |
| Q2 2024 | 798 | $1,283,652,411 | +$49,794,359 | -$85,374,888 | -$35,580,529 | AAPL, MSFT, AMZN, GOOGL, NVDA | 13F-HR | 12 Jul 2024, 10:00 |
| Q1 2024 | 696 | $1,327,617,017 | +$30,715,916 | -$72,047,089 | -$41,331,173 | MSFT, AAPL, AMZN, GOOGL, NVDA | 13F-HR | 12 Apr 2024, 10:14 |
| Q4 2023 | 725 | $1,272,878,748 | +$53,807,052 | -$66,346,475 | -$12,539,423 | AAPL, MSFT, AMZN, GOOGL, COST | 13F-HR | 08 Jan 2024, 13:39 |
| Q3 2023 | 755 | $1,162,129,147 | +$16,876,369 | -$37,229,302 | -$20,352,933 | AAPL, MSFT, GOOGL, AMZN, COST | 13F-HR | 10 Oct 2023, 06:15 |
| Q2 2023 | 766 | $1,219,078,852 | +$40,221,926 | -$46,058,630 | -$5,836,704 | AAPL, MSFT, AMZN, GOOGL, PEP | 13F-HR | 14 Jul 2023, 13:38 |
| Q1 2023 | 801 | $1,147,315,810 | +$18,411,189 | -$25,569,774 | -$7,158,585 | AAPL, MSFT, GOOGL, AMZN, PEP | 13F-HR | 21 Apr 2023, 10:57 |
| Q4 2022 | 780 | $1,102,617,356 | +$373,518,925 | -$24,284,860 | +$349,234,065 | AAPL, MSFT, GOOGL, AMZN, PEP | 13F-HR | 27 Jan 2023, 09:31 |
| Q3 2022 | 660 | $723,316,000 | +$61,627,749 | -$33,589,293 | +$28,038,456 | AAPL, MSFT, AMZN, GOOGL, TIP | 13F-HR | 14 Oct 2022, 15:35 |
| Q2 2022 | 683 | $771,165,000 | +$52,822,032 | -$39,937,320 | +$12,884,712 | AAPL, MSFT, GOOGL, AMZN, TIP | 13F-HR | 18 Jul 2022, 14:12 |
| Q1 2022 | 664 | $943,515,000 | +$50,554,723 | -$38,297,470 | +$12,257,253 | AAPL, MSFT, AMZN, GOOGL, TIP | 13F-HR | 13 Apr 2022, 11:15 |
| Q4 2021 | 626 | $999,705,000 | +$33,883,181 | -$5,870,008 | +$28,013,173 | MSFT, AAPL, AMZN, GOOGL, TIP | 13F-HR | 14 Jan 2022, 09:19 |
| Q3 2021 | 639 | $901,092,000 | +$17,725,829 | -$39,955,047 | -$22,229,218 | MSFT, AAPL, AMZN, GOOGL, TIP | 13F-HR | 27 Oct 2021, 09:54 |
| Q2 2021 | 656 | $915,129,000 | +$32,760,280 | -$39,764,743 | -$7,004,463 | MSFT, AMZN, AAPL, GOOGL, TIP | 13F-HR | 30 Jul 2021, 09:19 |
| Q1 2021 | 620 | $841,896,000 | +$55,417,400 | -$26,134,703 | +$29,282,697 | MSFT, AAPL, AMZN, GOOGL, TIP | 13F-HR | 08 Apr 2021, 14:17 |
| Q4 2020 | 548 | $795,348,000 | +$62,696,413 | -$59,676,211 | +$3,020,202 | AAPL, AMZN, MSFT, GOOGL, PYPL | 13F-HR | 12 Jan 2021, 15:21 |
| Q3 2020 | 532 | $731,187,000 | +$43,994,550 | -$16,242,646 | +$27,751,904 | AMZN, AAPL, MSFT, PYPL, TIP | 13F-HR | 16 Oct 2020, 12:50 |
| Q2 2020 | 527 | $681,812,000 | +$21,227,773 | -$23,858,826 | -$2,631,053 | AMZN, MSFT, AAPL, GOOGL, PYPL | 13F-HR | 21 Jul 2020, 09:17 |
| Q1 2020 | 544 | $571,365,000 | +$34,349,932 | -$56,782,816 | -$22,432,884 | MSFT, AMZN, AAPL, GOOGL, TIP | 13F-HR | 15 Apr 2020, 09:31 |
| Q4 2019 | 536 | $715,271,000 | +$20,087,295 | -$19,369,898 | +$717,397 | AAPL, MSFT, AMZN, GOOGL, BX | 13F-HR | 29 Jan 2020, 10:10 |
| Q3 2019 | 519 | $664,279,000 | +$51,672,621 | -$74,644,447 | -$22,971,826 | AMZN, MSFT, AAPL, GOOGL, BX | 13F-HR | 10 Oct 2019, 14:11 |
| Q2 2019 | 506 | $678,606,000 | +$11,742,848 | -$39,503,192 | -$27,760,344 | AMZN, MSFT, AAPL, BX, GOOGL | 13F-HR | 19 Jul 2019, 09:11 |
| Q1 2019 | 505 | $671,384,000 | +$41,543,804 | -$42,159,279 | -$615,475 | AMZN, MSFT, AAPL, GOOGL, BRKB | 13F-HR | 24 Apr 2019, 08:58 |
| Q4 2018 | 501 | $596,331,000 | +$30,439,645 | -$56,915,976 | -$26,476,331 | AMZN, AAPL, MSFT, GOOGL, BRKB | 13F-HR | 01 Feb 2019, 09:45 |
| Q3 2018 | 514 | $714,132,000 | +$45,997,413 | -$25,928,760 | +$20,068,653 | AMZN, AAPL, GOOGL, MSFT, BRKB | 13F-HR | 26 Oct 2018, 12:11 |
| Q2 2018 | 507 | $643,397,000 | +$26,963,433 | -$25,435,391 | +$1,528,042 | AMZN, AAPL, GOOGL, MSFT, PYPL | 13F-HR | 24 Jul 2018, 09:49 |
| Q1 2018 | 484 | $618,186,000 | +$48,054,240 | -$68,432,585 | -$20,378,345 | AMZN, AAPL, GOOGL, MSFT, BRKB | 13F-HR | 16 Apr 2018, 09:40 |
| Q4 2017 | 469 | $642,079,000 | +$38,892,053 | -$49,238,953 | -$10,346,900 | AMZN, AAPL, GOOGL, BRKB, MSFT | 13F-HR | 24 Jan 2018, 13:18 |
| Q3 2017 | 477 | $621,969,000 | +$22,676,932 | -$40,496,357 | -$17,819,425 | AAPL, AMZN, GOOGL, BRKB, FRCB | 13F-HR | 26 Oct 2017, 09:48 |
| Q2 2017 | 470 | $621,938,000 | +$40,038,507 | -$43,109,649 | -$3,071,142 | AAPL, AMZN, GOOGL, HAS, FRCB | 13F-HR | 13 Jul 2017, 10:19 |
| Q1 2017 | 488 | $606,410,000 | +$78,864,726 | -$64,376,557 | +$14,488,169 | AAPL, AMZN, GOOGL, HAS, PYPL | 13F-HR | 17 Apr 2017, 07:43 |
| Q4 2016 | 508 | $553,598,000 | +$49,259,546 | -$56,703,967 | -$7,444,421 | AAPL, AMZN, FRCB, BRKB, GE | 13F-HR | 10 Jan 2017, 17:09 |
| Q3 2016 | 528 | $551,129,000 | +$100,291,517 | -$51,757,983 | +$48,533,534 | AMZN, AAPL, PYPL, GE, GOOGL | 13F-HR | 08 Nov 2016, 14:29 |
| Q2 2016 | 454 | $485,973,000 | +$22,002,543 | -$105,498,419 | -$83,495,876 | AMZN, AAPL, GE, PYPL, BRKB | 13F-HR | 11 Aug 2016, 13:56 |
| Q1 2016 | 487 | $556,720,000 | +$75,648,562 | -$123,505,268 | -$47,856,706 | AAPL, AMZN, GE, PYPL, BRKB | 13F-HR | 12 May 2016, 07:52 |
| Q4 2015 | 236 | $614,158,000 | +$53,074,812 | -$67,179,777 | -$14,104,965 | AMZN, AAPL, GOOGL, GE, PYPL | 13F-HR | 11 Feb 2016, 12:06 |
| Q3 2015 | 244 | $593,077,000 | +$74,151,929 | -$87,048,033 | -$12,896,104 | AAPL, AMZN, GOOGL, BRKB, FRCB | 13F-HR | 12 Nov 2015, 16:57 |
| Q2 2015 | 250 | $674,341,000 | +$57,787,625 | -$56,472,284 | +$1,315,341 | AAPL, AMZN, BRKB, URI, EPD | 13F-HR | 10 Aug 2015, 08:24 |
| Q1 2015 | 250 | $678,121,000 | +$54,836,155 | -$70,787,750 | -$15,951,595 | AAPL, AMZN, EPD, BRKB, GCI | 13F-HR | 11 May 2015, 12:09 |
| Q4 2014 | 250 | $691,177,000 | +$81,907,072 | -$95,734,898 | -$13,827,826 | AAPL, EPD, BRKB, MMP, URI | 13F-HR | 09 Feb 2015, 13:11 |
| Q3 2014 | 260 | $704,074,000 | +$78,090,783 | -$40,504,362 | +$37,586,421 | AAPL, URI, EPD, MMP, GLNG | 13F-HR | 13 Nov 2014, 12:52 |
| Q2 2014 | 246 | $672,798,000 | +$83,488,144 | -$41,286,730 | +$42,201,414 | AAPL, URI, EPD, MMP, GLNG | 13F-HR | 08 Aug 2014, 13:11 |
| Q1 2014 | 239 | $622,880,000 | +$85,797,218 | -$91,720,516 | -$5,923,298 | GOOG, AAPL, URI, EPD, A309PS | 13F-HR | 09 May 2014, 12:24 |
| Q4 2013 | 240 | $622,119,000 | $0 | $0 | $0 | GOOGL, AAPL, EPD, MMP, A309PS | 13F-HR | 12 Feb 2014, 08:49 |