Baldwin Brothers LLC/Ma Top Holdings and 13F Report (2025) About Baldwin Brothers LLC/MaInvestment ActivityBaldwin Brothers LLC/Ma has $1.43 billion in total holdings as of March 31, 2025.Baldwin Brothers LLC/Ma owns shares of 228 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 4.84% of the portfolio was purchased this quarter.About 3.58% of the portfolio was sold this quarter.This quarter, Baldwin Brothers LLC/Ma has purchased 238 new stocks and bought additional shares in 61 stocks.Baldwin Brothers LLC/Ma sold shares of 106 stocks and completely divested from 21 stocks this quarter.Largest Holdings Apple $89,212,872Microsoft $75,060,206J P MORGAN EXCHANGE TRADED F $72,366,351Amazon.com $67,114,596Alphabet $56,493,261 Largest New Holdings this Quarter 084670702 - Berkshire Hathaway $9,507,618 Holding92189F106 - VanEck Gold Miners ETF $572,556 Holding428103105 - Hess Midstream $253,740 Holding126650100 - CVS Health $247,423 Holding37954Y848 - Global X Silver Miners ETF $236,700 Holding Largest Purchases this Quarter J P MORGAN EXCHANGE TRADED F 596,750 shares (about $31.94M)Berkshire Hathaway 17,852 shares (about $9.51M)Novo Nordisk A/S 120,808 shares (about $8.39M)COOPER COS INC 50,862 shares (about $4.29M)iShares TIPS Bond ETF 28,932 shares (about $3.21M) Largest Sales this Quarter MSCI 9,986 shares (about $5.65M)Vanguard Total Bond Market ETF 50,667 shares (about $3.72M)Honeywell International 11,428 shares (about $2.42M)Johnson & Johnson 10,419 shares (about $1.73M)NVIDIA 14,144 shares (about $1.53M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaldwin Brothers LLC/Ma Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$89,212,872$536,666 ▼-0.6%401,6256.3%Computer and TechnologyMSFTMicrosoft$75,060,206$814,970 ▲1.1%199,9535.3%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$72,366,351$31,938,051 ▲79.0%1,352,1375.1%ACTIVE BOND ETFAMZNAmazon.com$67,114,596$292,430 ▲0.4%352,7524.7%Retail/WholesaleGOOGLAlphabet$56,493,261$39,433 ▲0.1%365,3214.0%Computer and TechnologyNVDANVIDIA$51,943,204$1,532,928 ▼-2.9%479,2693.6%Computer and TechnologyTIPiShares TIPS Bond ETF$50,891,947$3,214,053 ▲6.7%458,1153.6%ETFVVisa$44,179,679$49,765 ▲0.1%126,0623.1%Business ServicesCOSTCostco Wholesale$36,565,746$84,174 ▲0.2%38,6622.6%Retail/WholesaleBXBlackstone$34,169,202$107,211 ▲0.3%244,4502.4%FinanceWMWaste Management$31,878,513$528,538 ▲1.7%137,6982.2%Business ServicesAJGArthur J. Gallagher & Co.$27,558,363$53,512 ▲0.2%79,8241.9%FinanceKLACKLA$26,225,357$320,186 ▲1.2%38,5781.8%Computer and TechnologyPEPPepsiCo$25,200,720$13,345 ▲0.1%168,0721.8%Consumer StaplesOMFLInvesco Russell 1000 Dynamic Multifactor ETF$23,665,621$648,302 ▼-2.7%443,9251.7%ETFJPMJPMorgan Chase & Co.$23,069,518$59,117 ▲0.3%94,0461.6%FinanceURIUnited Rentals$22,794,604$478,178 ▲2.1%36,3721.6%ConstructionIBMInternational Business Machines$21,012,019$660,192 ▼-3.0%84,5011.5%Computer and TechnologyNEENextEra Energy$20,884,759$219,334 ▲1.1%294,6081.5%UtilitiesACNAccenture$20,301,912$509,560 ▲2.6%65,0621.4%Computer and TechnologyGLDSPDR Gold Shares$18,815,542$430,193 ▲2.3%65,3001.3%FinanceGRMNGarmin$18,313,111$147,648 ▲0.8%84,3421.3%Computer and TechnologyMRKMerck & Co., Inc.$18,001,391$340,550 ▲1.9%200,5501.3%MedicalIAUiShares Gold Trust$17,889,643$276,817 ▼-1.5%303,4201.3%FinanceADBEAdobe$17,854,089$354,765 ▲2.0%46,5521.3%Computer and TechnologyFIFiserv$17,791,611$605,516 ▼-3.3%80,5671.2%Business ServicesADIAnalog Devices$16,885,601$347,679 ▼-2.0%83,7291.2%Computer and TechnologyDHRDanaher$16,416,412$5,740 ▼0.0%80,0801.2%MedicalXOMExxon Mobil$16,264,600$73,261 ▼-0.4%136,7581.1%EnergyUNPUnion Pacific$15,406,192$96,150 ▲0.6%65,2141.1%TransportationCOOPER COS INC$13,882,407$4,290,210 ▲44.7%164,5811.0%COMVGITVanguard Intermediate-Term Treasury Index ETF$13,617,189$1,040,864 ▲8.3%229,2461.0%ETFSHWSherwin-Williams$13,516,832$92,186 ▲0.7%38,7090.9%Basic MaterialsZTSZoetis$12,860,318$517,989 ▲4.2%78,1070.9%MedicalREGRegency Centers$12,477,315$138,152 ▲1.1%169,1610.9%FinanceJNJJohnson & Johnson$12,258,601$1,727,893 ▼-12.4%73,9180.9%MedicalMARMarriott International$12,121,796$19,294 ▼-0.2%50,8890.9%Consumer DiscretionaryCVXChevron$11,946,120$78,459 ▼-0.7%71,4100.8%EnergyAMLPAlerian MLP ETF$11,852,593$745,131 ▼-5.9%228,1980.8%ETFHONHoneywell International$11,831,573$2,419,888 ▼-17.0%55,8750.8%Multi-Sector ConglomeratesNVONovo Nordisk A/S$11,771,191$8,388,907 ▲248.0%169,5160.8%MedicalSPGIS&P Global$10,279,033$175,297 ▲1.7%20,2300.7%Business ServicesCHDChurch & Dwight$10,001,201$357,901 ▼-3.5%90,8460.7%Consumer StaplesULTAUlta Beauty$9,783,319$225,422 ▲2.4%26,6910.7%Retail/WholesalePLDPrologis$9,773,842$243,591 ▲2.6%87,4300.7%FinanceBRK.BBerkshire Hathaway$9,507,618$9,507,618 ▲New Holding17,8520.7%FinanceWATWaters$9,403,326$634,678 ▼-6.3%25,5130.7%MedicalIVViShares Core S&P 500 ETF$9,199,733$278,133 ▲3.1%16,3730.6%ETFPGProcter & Gamble$8,907,749$215,072 ▼-2.4%52,2690.6%Consumer StaplesEPDEnterprise Products Partners$8,836,251$34,140 ▼-0.4%258,8240.6%EnergyGOOGAlphabet$8,500,157$25,934 ▼-0.3%54,4080.6%Computer and TechnologySCHWCharles Schwab$7,974,222$154,212 ▼-1.9%101,8680.6%FinanceITWIllinois Tool Works$7,367,894$1,329,584 ▼-15.3%29,7080.5%IndustrialsBACBank of America$7,182,943$20,698 ▼-0.3%172,1290.5%FinanceDOVDover$6,582,905$23,717 ▼-0.4%37,4710.5%IndustrialsPAYXPaychex$5,802,798$397,581 ▼-6.4%37,6120.4%Business ServicesAXSMAxsome Therapeutics$5,781,3490.0%49,5700.4%MedicalETEnergy Transfer$4,996,118$331,385 ▼-6.2%268,7530.4%EnergyROPRoper Technologies$4,683,096$70,751 ▼-1.5%7,9430.3%Computer and TechnologyNVSNovartis$4,617,497$764,529 ▼-14.2%41,4200.3%MedicalPMPhilip Morris International$4,379,678$488,888 ▼-10.0%27,5920.3%Consumer StaplesVRTXVertex Pharmaceuticals$3,936,254$425,672 ▼-9.8%8,1190.3%MedicalEOGEOG Resources$3,907,345$69,250 ▲1.8%30,4690.3%EnergyNVCTNuvectis Pharma$3,502,164$24,425 ▲0.7%358,4610.2%MedicalPSFCohen & Steers Select Preferred and Income Fund$3,400,402$32,564 ▼-0.9%170,1050.2%Financial ServicesADPAutomatic Data Processing$3,343,720$393,828 ▼-10.5%10,9440.2%Business ServicesVOOVanguard S&P 500 ETF$3,271,037$179,355 ▲5.8%6,3650.2%ETFMETAMeta Platforms$3,171,133$52,449 ▼-1.6%5,5020.2%Computer and TechnologyMOAltria Group$3,087,361$175,678 ▼-5.4%51,4390.2%Consumer StaplesDCMBDoubleline Commercial Real Estate ETF$3,057,062$1,067,018 ▼-25.9%58,9370.2%ETFSYKStryker$3,030,115$448,561 ▼-12.9%8,1400.2%MedicalVBRVanguard Small-Cap Value ETF$2,957,748$16,766 ▲0.6%15,8770.2%ETFMKCMcCormick & Company, Incorporated$2,795,686$137,624 ▼-4.7%33,9650.2%Consumer StaplesTDToronto-Dominion Bank$2,779,718$23,976 ▼-0.9%46,3750.2%FinanceKOCoca-Cola$2,774,774$544,885 ▼-16.4%38,7430.2%Consumer StaplesTMOThermo Fisher Scientific$2,732,024$65,688 ▼-2.3%5,4900.2%MedicalTRGPTarga Resources$2,538,151$2,807 ▲0.1%12,6610.2%EnergySPYSPDR S&P 500 ETF Trust$2,211,828$5,594 ▼-0.3%3,9540.2%FinanceGBCIGlacier Bancorp$1,937,720$26,532 ▼-1.4%43,8200.1%FinanceLLYEli Lilly and Company$1,880,597$9,911 ▲0.5%2,2770.1%MedicalUBERUber Technologies$1,841,245$12,823 ▲0.7%25,2710.1%Computer and TechnologyHCIHCI Group$1,825,680$55,663 ▼-3.0%12,2340.1%FinanceAPOApollo Global Management$1,804,8690.0%13,1800.1%FinanceFASTFastenal$1,718,369$135,714 ▼-7.3%22,1580.1%Retail/WholesaleLDPCohen & Steers Limited Duration Preferred and Income Fund$1,672,574$134,946 ▼-7.5%82,1500.1%MiscellaneousOKEONEOK$1,670,766$7,640 ▼-0.5%16,8390.1%EnergyABBVAbbVie$1,625,456$40,647 ▼-2.4%7,7580.1%MedicalAVGOBroadcom$1,598,789$81,204 ▲5.4%9,5490.1%Computer and TechnologyBLACKROCK INC$1,462,312$103,166 ▼-6.6%1,5450.1%COMBKBank of New York Mellon$1,440,6350.0%17,1770.1%FinanceHDHome Depot$1,388,631$2,565 ▼-0.2%3,7890.1%Retail/WholesaleEMREmerson Electric$1,384,753$10,525 ▼-0.8%12,6300.1%IndustrialsAMGNAmgen$1,220,653$71,657 ▼-5.5%3,9180.1%MedicalGBILGoldman Sachs Access Treasury 0-1 Year ETF$1,191,641$4,909 ▲0.4%11,8950.1%ETFRMDResMed$1,172,302$13,431 ▼-1.1%5,2370.1%MedicalIWMiShares Russell 2000 ETF$1,118,9390.0%5,6090.1%FinanceVIGVanguard Dividend Appreciation ETF$1,066,9450.0%5,5000.1%ETFFTGCFirst Trust Global Tactical Commodity Strategy Fund$1,046,473$359,041 ▼-25.5%41,0060.1%ManufacturingXLEEnergy Select Sector SPDR Fund$1,027,524$172,516 ▼-14.4%10,9950.1%ETFHIFSHingham Institution for Savings$992,339$253,257 ▼-20.3%4,1730.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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