BALDWIN WEALTH PARTNERS LLC/MA

Q2 2014 13F Holdings Report, Stock Holdings

Signature - Title
Taylor Baldwin - Chief Compliance Officer
Location
Marion, MA
Holdings as of
30 Jun 2014
Value $
$673M
Num holdings
246
Filing time
08 Aug 2014, 13:11:13 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, URI, EPD, MMP, and GLNG.
Previous filing
Q1 2014 - 09 May 2014
Next filing
Q3 2014 - 13 Nov 2014
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2014 Q2 compared to 2014 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Taylor Baldwin Chief Compliance Officer Marion, Massachusetts 07 Aug 2014

Other Included Managers (7):

Num Name Location File Number
1 Michael Baldwin 028-05819
2 David A. Barrett 028-06352
3 Ellen O. Stone 028-07204
4 Willam H. Marvel
5 Dylan Sage
6 Frank Farnum Brown
7 Adam Seitchik