Baldwin Brothers LLC Reduced Holdings in Q4 2024

Baldwin Brothers LLC

  • $13.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-80.3K
- 87.25%
$42.79 - $44.9 $3.44M - $3.61M
11.7K $503K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
-121K
- 92.79%
$22.51 - $23.61 $2.72M - $2.85M
9.38K $211K
JNJ
Johnson & Johnson

Healthcare
-5.82K
- 6.46%
$143.34 - $165.86 $835K - $966K
84.3K $12.2M
NVO
Novo Nordisk A S

Healthcare
-6.55K
- 11.85%
$85.0 - $120.04 $556K - $786K
48.7K $4.19M
FTGC
First Trust Global Tactical CO

ETFs
-101K
- 64.6%
$23.23 - $24.25 $2.33M - $2.44M
55.1K $1.32M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-40.5K
- 88.46%
$45.85 - $49.28 $1.86M - $2M
5.29K $246K
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-31.7K
- 88.14%
$59.58 - $63.93 $1.89M - $2.02M
4.26K $260K
ADI
Analog Devices Inc

Technology
-1.39K
- 1.6%
$206.35 - $236.48 $287K - $329K
85.5K $18.2M
NVS
Novartis Ag

Healthcare
-6.53K
- 11.91%
$96.78 - $117.18 $632K - $765K
48.3K $4.7M
XOM
Exxon Mobil Corp

Energy
-1.49K
- 1.07%
$105.51 - $125.37 $157K - $186K
137K $14.8M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-15.6K
- 82.5%
$75.44 - $80.53 $1.17M - $1.25M
3.3K $250K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.97K
- 33.19%
$567.81 - $607.81 $1.12M - $1.2M
3.96K $2.32M
CHKP
Check Point Software Technologies LTD

Technology
-5.27K
- 63.42%
$170.18 - $209.01 $897K - $1.1M
3.04K $567K
COST
Costco Wholesale Corp

Consumer Defensive
-2.43K
- 5.94%
$873.59 - $994.69 $2.13M - $2.42M
38.6K $35.3M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-9.22K
- 64.7%
$105.85 - $112.84 $976K - $1.04M
5.03K $554K
AMD
Advanced Micro Devices Inc

Technology
-4.36K
- 48.57%
$118.88 - $172.8 $519K - $754K
4.62K $557K
PG
Procter & Gamble CO

Consumer Defensive
-3.52K
- 6.17%
$161.05 - $179.7 $567K - $632K
53.5K $8.97M
TD
Toronto Dominion Bank

Financial Services
-5.8K
- 11.03%
$51.56 - $63.8 $299K - $370K
46.8K $2.49M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.73K
- 9.82%
$570.51 - $610.59 $986K - $1.06M
15.9K $9.35M
AMGN
Amgen Inc

Healthcare
-1.28K
- 23.61%
$258.78 - $328.31 $332K - $421K
4.15K $1.08M
IBM
International Business Machines Corp

Technology
-2.43K
- 2.71%
$204.9 - $238.04 $498K - $578K
87.2K $19.2M
MKC
Mccormick & CO Inc

Consumer Defensive
-5.18K
- 12.69%
$73.97 - $84.09 $383K - $436K
35.6K $2.72M
PM
Philip Morris International Inc.

Consumer Defensive
-5.02K
- 14.06%
$118.38 - $133.06 $594K - $668K
30.7K $3.69M
ITW
Illinois Tool Works Inc

Industrials
-1.25K
- 3.43%
$253.56 - $278.5 $316K - $347K
35.1K $8.89M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-103
- 1.8%
$501.29 - $612.85 $51.6K - $63.1K
5.62K $2.92M
KO
Coca Cola CO

Consumer Defensive
-1.93K
- 4.0%
$61.74 - $71.71 $119K - $138K
46.4K $2.89M
SPOT
Spotify Technology S.A.

Communication Services
-1.82K
- 56.52%
$362.95 - $502.38 $659K - $913K
1.4K $625K
WY
Weyerhaeuser CO

Real Estate
-10.4K
- 22.87%
$27.21 - $33.7 $284K - $351K
35.2K $990K
ABBV
Abb Vie Inc.

Healthcare
-2.01K
- 20.16%
$164.99 - $203.87 $331K - $409K
7.95K $1.41M
BCPC
Balchem Corp

Basic Materials
-2.96K
- 55.85%
$163.0 - $183.41 $482K - $542K
2.34K $380K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-16.6K
- 6.4%
$46.48 - $51.32 $771K - $852K
243K $11.7M
TJX
Tjx Companies Inc

Consumer Cyclical
-4.38K
- 56.82%
$112.15 - $127.2 $491K - $557K
3.33K $401K
ROP
Roper Technologies Inc

Industrials
-366
- 4.34%
$519.85 - $575.95 $190K - $211K
8.06K $4.19M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.87K
- 6.2%
$71.75 - $75.11 $278K - $291K
58.6K $4.21M
LMAT
Lemaitre Vascular Inc

Healthcare
-5.03K
- 62.96%
$85.64 - $107.97 $431K - $543K
2.96K $272K
PSX
Phillips 66

Energy
-2.98K
- 57.3%
$110.35 - $138.93 $329K - $414K
2.22K $253K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-6.14K
- 64.63%
$63.15 - $75.4 $388K - $463K
3.36K $215K
TFX
Teleflex Inc

Healthcare
-30
- 0.51%
$172.66 - $245.13 $5.18K - $7.35K
5.89K $1.05M
HD
Home Depot, Inc.

Consumer Cyclical
-849
- 18.28%
$385.02 - $431.37 $327K - $366K
3.8K $1.48M
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.57K
- 64.55%
$87.25 - $95.52 $399K - $437K
2.51K $222K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-4.48K
- 60.65%
$87.56 - $119.8 $392K - $537K
2.91K $318K
CRTO
Criteo S.A.

Communication Services
-9.44K
- 60.67%
$33.44 - $43.41 $316K - $410K
6.12K $241K
CHD
Church & Dwight CO Inc

Consumer Defensive
-3.58K
- 3.67%
$99.11 - $112.25 $355K - $402K
94.1K $9.85M
DOV
Dover Corp

Industrials
-1.04K
- 2.69%
$184.72 - $206.51 $192K - $215K
37.6K $7.05M
IAU
Ishares Gold Trust

ETFs
-5.48K
- 1.75%
$48.37 - $52.65 $265K - $289K
308K $15.3M
AMP
Ameriprise Financial Inc

Financial Services
-769
- 59.66%
$473.15 - $574.01 $364K - $441K
520 $276K
ABT
Abbott Laboratories

Healthcare
-2.66K
- 26.52%
$111.93 - $119.39 $298K - $317K
7.37K $833K
UNH
Unitedhealth Group Inc

Healthcare
-288
- 14.83%
$485.52 - $625.25 $140K - $180K
1.65K $836K
GLD
Spdr Gold Trust

ETFs
-955
- 1.47%
$236.59 - $257.5 $226K - $246K
63.8K $15.4M
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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