Baldwin Brothers LLC Incresed Positions in Q4 2024

Baldwin Brothers LLC

  • $13.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
17.9K
+ 1787900.0%
$664750.0 - $724132.5 $11.9B - $12.9B
17.9K $12.2B
TIP
Ishares Tr Tips Bd ETF

ETFs
148K
+ 52.55%
$106.33 - $110.69 $15.7M - $16.4M
429K $45.7M
AMZN
Amazon Com Inc

Consumer Cyclical
598
+ 0.17%
$180.88 - $232.93 $108K - $139K
351K $77.1M
GOOGL
Alphabet Inc.

Communication Services
6.84K
+ 1.91%
$161.86 - $196.66 $1.11M - $1.34M
365K $69.1M
AAPL
Apple Inc.

Technology
6.68K
+ 1.68%
$221.69 - $259.02 $1.48M - $1.73M
404K $101M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
18.8K
+ 256.81%
$338.38 - $446.21 $6.35M - $8.37M
26.1K $11.3M
V
Visa Inc.

Financial Services
3.12K
+ 2.54%
$273.87 - $320.91 $853K - $1M
126K $39.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
93.6K
+ 79.24%
$57.78 - $60.4 $5.41M - $5.65M
212K $12.3M
BX
Blackstone Inc.

Financial Services
928
+ 0.38%
$148.45 - $199.05 $138K - $185K
244K $42M
JPM
Jpmorgan Chase & CO

Financial Services
3.4K
+ 3.76%
$205.18 - $250.29 $697K - $850K
93.8K $22.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.39K
+ 859.49%
$521.84 - $558.82 $2.81M - $3.01M
6.02K $3.24M
MSFT
Microsoft Corp

Technology
8.7K
+ 4.6%
$406.35 - $454.46 $3.53M - $3.95M
198K $83.4M
HON
Honeywell International Inc

Industrials
2.61K
+ 4.04%
$202.84 - $236.0 $530K - $616K
67.3K $15.2M
MAR
Marriott International Inc

Consumer Cyclical
1.08K
+ 2.16%
$246.06 - $292.59 $265K - $315K
51K $14.2M
ACN
Accenture PLC

Technology
3.88K
+ 6.52%
$343.9 - $376.86 $1.34M - $1.46M
63.4K $22.3M
REG
Regency Centers Corp

Real Estate
11.5K
+ 7.36%
$69.77 - $75.91 $800K - $871K
167K $12.4M
ET
Energy Transfer LP

Energy
1.65K
+ 0.58%
$16.05 - $19.86 $26.5K - $32.8K
287K $5.61M
NVCT
Nuvectis Pharma, Inc.

Healthcare
182K
+ 104.42%
$4.52 - $10.98 $822K - $2M
356K $1.93M
EOG
Eog Resources Inc

Energy
6.1K
+ 25.61%
$118.22 - $136.54 $721K - $833K
29.9K $3.67M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.89K
+ 2.42%
$278.49 - $315.16 $525K - $594K
79.7K $22.6M
AVGO
Broadcom Inc.

Technology
96
+ 1.07%
$159.67 - $250.0 $15.3K - $24K
9.06K $2.1M
WM
Waste Management Inc

Industrials
6.28K
+ 4.86%
$201.79 - $228.46 $1.27M - $1.43M
135K $27.3M
MSCI
Msci Inc.

Financial Services
579
+ 5.85%
$569.09 - $635.99 $330K - $368K
10.5K $6.29M
CVX
Chevron Corp

Energy
3.96K
+ 5.83%
$141.15 - $162.53 $559K - $644K
71.9K $10.4M
TRGP
Targa Resources Corp.

Energy
34
+ 0.27%
$150.58 - $207.69 $5.12K - $7.06K
12.6K $2.26M
EPI
Wisdomtree Tr India Earnings F

ETFs
7.68K
+ 142.58%
$45.09 - $50.08 $346K - $385K
13.1K $591K
SPGI
S&P Global Inc.

Financial Services
1.31K
+ 7.06%
$480.36 - $529.17 $630K - $694K
19.9K $9.9M
ERIC
Ericsson Lm Telephone CO

Technology
33.9K
+ 187.61%
$7.36 - $8.59 $249K - $291K
51.9K $418K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.91K
+ 85.34%
$100.18 - $109.1 $191K - $208K
4.15K $435K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
21.4K
+ 14.25%
$19.51 - $21.5 $418K - $461K
172K $3.4M
EWJ
Ishares Msci Japan ETF

ETFs
2.63K
+ 158.71%
$66.18 - $71.84 $174K - $189K
4.29K $287K
DIS
Walt Disney CO

Communication Services
645
+ 10.12%
$92.39 - $117.6 $59.6K - $75.9K
7.02K $781K
WMT
Walmart Inc.

Consumer Defensive
1.29K
+ 29.19%
$79.1 - $95.7 $102K - $123K
5.71K $515K
INFY
Infosys LTD

Technology
4.87K
+ 45.64%
$20.71 - $23.42 $101K - $114K
15.5K $340K
XAIR
Beyond Air, Inc.

Healthcare
271K
+ 721.33%
$0.3 - $0.67 $81.2K - $181K
308K $110K
KMI
Kinder Morgan, Inc.

Energy
1.39K
+ 15.98%
$22.59 - $28.54 $31.5K - $39.8K
10.1K $277K
NOW
Service Now, Inc.

Technology
1
+ 0.25%
$867.18 - $1148.42 $867 - $1.15K
396 $419K
T
At&T Inc.

Communication Services
2.08K
+ 26.9%
$21.22 - $23.88 $44K - $49.6K
9.79K $222K
LOW
Lowes Companies Inc

Consumer Cyclical
299
+ 32.75%
$244.52 - $284.07 $73.1K - $84.9K
1.21K $299K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
325
+ 16.29%
$113.92 - $127.38 $37K - $41.4K
2.32K $267K
CAT
Caterpillar Inc

Industrials
176
+ 10.06%
$360.37 - $416.88 $63.4K - $73.4K
1.93K $698K
PANW
Palo Alto Networks Inc

Technology
773
+ 97.48%
$181.96 - $405.9 $141K - $314K
1.57K $284K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.8K
+ 200.37%
$22.01 - $66.82 $238K - $723K
16.2K $368K
Cooper Cos Inc
13.9K
+ 13.95%
N/A
114K $0
APD
Air Products & Chemicals, Inc.

Basic Materials
12
+ 0.68%
$285.5 - $335.62 $3.43K - $4.03K
1.78K $516K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
2
+ 0.01%
$46.92 - $51.34 $93.8 - $103
16.6K $783K
MMM
3 M CO

Industrials
180
+ 2.92%
$124.74 - $137.12 $22.5K - $24.7K
6.35K $819K
KMB
Kimberly Clark Corp

Consumer Defensive
227
+ 4.36%
$130.37 - $146.09 $29.6K - $33.2K
5.43K $711K
VBR
Vanguard Small Cap Value ETF

ETFs
27
+ 0.17%
$197.36 - $217.3 $5.33K - $5.87K
15.8K $3.13M
Activity Summary
Buys All Purchases 72 New Holdings 6 Increased Positions 66 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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