BALDWIN WEALTH PARTNERS LLC/MA

Q3 2014 13F Holdings Report, Stock Holdings

Signature - Title
Taylor Baldwin - Chief Compliance Officer
Location
Marion, MA
Holdings as of
30 Sep 2014
Value $
$704M
Num holdings
260
Filing time
13 Nov 2014, 12:52:32 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
Q2 2014 - 08 Aug 2014
Next filing
Q4 2014 - 09 Feb 2015
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 Q3 compared to 2014 Q2 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 11 Nov 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