BALDWIN WEALTH PARTNERS LLC/MA

Q3 2022 13F Holdings Report, Stock Holdings

Signature - Title
Taylor Baldwin - Chief Compliance Officer
Location
Marion, MA
Holdings as of
30 Sep 2022
Value $
$723,316,000
Num holdings
660
Filing time
14 Oct 2022, 15:35:30 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, MSFT, AMZN, GOOGL, and TIP.
Previous filing
Q2 2022 - 18 Jul 2022
Next filing
Q4 2022 - 27 Jan 2023
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q3 compared to 2022 Q2 by default. Changes are calculated vs the previous SEC filing.
* 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 14 Oct 2022