Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
MICROSOFT CORP | 187,831 | -6,787 | $79,024 |
MSFT | 187,831 | -6,787 | $79,024 |
APPLE INC | 415,556 | -13,798 | $71,259 |
AAPL | 415,556 | -13,798 | $71,259 |
AMAZON COM INC | 375,018 | -11,257 | $67,646 |
AMZN | 375,018 | -11,257 | $67,646 |
ALPHABET INC | 370,737 | -7,283 | $55,955 |
GOOGL | 370,737 | -7,283 | $55,955 |
NVIDIA CORPORATION | 48,033 | -4,278 | $43,400 |
NVDA | 48,033 | -4,278 | $43,400 |
ISHARES TR (TIP) | 332,371 | +11,939 | $35,700 |
TIP | 332,371 | +11,939 | $35,700 |
BLACKSTONE INC | 265,235 | -3,614 | $34,844 |
BX | 265,235 | -3,614 | $34,844 |
VISA INC | 124,786 | -1,460 | $34,825 |
V | 124,786 | -1,460 | $34,825 |
COSTCO WHSL CORP NEW | 44,072 | -9,272 | $32,288 |
COST | 44,072 | -9,272 | $32,288 |
PEPSICO INC | 165,170 | -762 | $28,906 |
PEP | 165,170 | -762 | $28,906 |
WASTE MGMT INC DEL | 133,165 | -1,951 | $28,384 |
WM | 133,165 | -1,951 | $28,384 |
KLA CORP | 37,750 | -1,168 | $26,371 |
KLAC | 37,750 | -1,168 | $26,371 |
UNITED RENTALS INC | 35,959 | -6,380 | $25,930 |
URI | 35,959 | -6,380 | $25,930 |
MERCK & CO INC | 190,650 | -1,921 | $25,156 |
MRK | 190,650 | -1,921 | $25,156 |
NEXTERA ENERGY INC | 347,798 | -7,829 | $22,228 |
NEE | 347,798 | -7,829 | $22,228 |
ADOBE INC | 43,352 | -408 | $21,875 |
ADBE | 43,352 | -408 | $21,875 |
ACCENTURE PLC IRELAND | 60,420 | -1,710 | $20,942 |
ACN | 60,420 | -1,710 | $20,942 |
DANAHER CORPORATION | 80,839 | -1,886 | $20,187 |
DHR | 80,839 | -1,886 | $20,187 |
GALLAGHER ARTHUR J & CO | 78,345 | +344 | $19,589 |
AJG | 78,345 | +344 | $19,589 |
JPMORGAN CHASE & CO | 93,634 | -732 | $18,755 |
JPM | 93,634 | -732 | $18,755 |
EXXON MOBIL CORP | 159,587 | -6,613 | $18,550 |
XOM | 159,587 | -6,613 | $18,550 |
ANALOG DEVICES INC | 88,565 | -490 | $17,517 |
ADI | 88,565 | -490 | $17,517 |
INTERNATIONAL BUSINESS MACHS | 90,086 | -100 | $17,203 |
IBM | 90,086 | -100 | $17,203 |
INVESCO EXCH TRD SLF IDX FD | 310,649 | +36,239 | $17,157 |
OMFL | 310,649 | +36,239 | $17,157 |
UNION PAC CORP | 62,916 | -1,493 | $15,473 |
UNP | 62,916 | -1,493 | $15,473 |
GARMIN LTD | 103,181 | -882 | $15,361 |
GRMN | 103,181 | -882 | $15,361 |
JOHNSON & JOHNSON | 95,432 | -3,070 | $15,096 |
JNJ | 95,432 | -3,070 | $15,096 |
VANGUARD INDEX FDS (VBR) | 76,915 | -1,916 | $14,758 |
VBR | 76,915 | -1,916 | $14,758 |
ALPS ETF TR (AMLP) | 299,963 | -4,763 | $14,236 |
AMLP | 299,963 | -4,763 | $14,236 |
FISERV INC | 86,982 | -759 | $13,901 |
FI | 86,982 | -759 | $13,901 |
HONEYWELL INTL INC | 66,494 | -1,530 | $13,648 |
HON | 66,494 | -1,530 | $13,648 |
ISHARES GOLD TR (IAU) | 323,096 | -3,865 | $13,573 |
IAU | 323,096 | -3,865 | $13,573 |
SPDR GOLD TR (GLD) | 65,410 | -395 | $13,456 |
GLD | 65,410 | -395 | $13,456 |
SHERWIN WILLIAMS CO | 38,090 | +278 | $13,230 |
SHW | 38,090 | +278 | $13,230 |
MARRIOTT INTL INC NEW | 50,821 | -1,629 | $12,823 |
MAR | 50,821 | -1,629 | $12,823 |
ZOETIS INC | 73,211 | -1,156 | $12,388 |
ZTS | 73,211 | -1,156 | $12,388 |
ALPHABET INC | 77,518 | -3,546 | $11,803 |
GOOG | 77,518 | -3,546 | $11,803 |
STARBUCKS CORP | 125,769 | -3,286 | $11,494 |
SBUX | 125,769 | -3,286 | $11,494 |
CHEVRON CORP NEW | 68,928 | -1,500 | $10,873 |
CVX | 68,928 | -1,500 | $10,873 |
CHURCH & DWIGHT CO INC | 99,493 | -2,946 | $10,378 |
CHD | 99,493 | -2,946 | $10,378 |
WATERS CORP | 29,912 | -671 | $10,297 |
WAT | 29,912 | -671 | $10,297 |
COOPER COS INC | 100,602 | +75,779 | $10,207 |
COO | 100,602 | +75,779 | $10,207 |
REGENCY CTRS CORP | 163,694 | -3,942 | $9,913 |
REG | 163,694 | -3,942 | $9,913 |
ILLINOIS TOOL WKS INC | 36,790 | -1,114 | $9,872 |
ITW | 36,790 | -1,114 | $9,872 |
PROCTER AND GAMBLE CO | 58,534 | -2,251 | $9,497 |
PG | 58,534 | -2,251 | $9,497 |
PROLOGIS INC. | 71,316 | +1,601 | $9,287 |
PLD | 71,316 | +1,601 | $9,287 |
SCHWAB CHARLES CORP | 124,978 | -3,875 | $9,041 |
SCHW | 124,978 | -3,875 | $9,041 |
ISHARES TR (IVV) | 15,908 | -431 | $8,363 |
IVV | 15,908 | -431 | $8,363 |
S&P GLOBAL INC | 18,910 | -47 | $8,045 |
SPGI | 18,910 | -47 | $8,045 |
ENTERPRISE PRODS PARTNERS L | 271,239 | -150 | $7,915 |
EPD | 271,239 | -150 | $7,915 |
See Full List: All Stocks Held By Baldwin Brothers LLC MA
— Including:
Biggest new positions
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See Details: Top 10 Stocks Held By Baldwin Brothers LLC MA
Size ($ in 1000's)
At 03/31/2024: $1,327,549 At 12/31/2023: $1,272,840 Baldwin Brothers LLC MA holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Baldwin Brothers LLC MA 13F filings. Link to 13F filings: SEC filings |