Baldwin Brothers LLC Portfolio Holdings
Baldwin Brothers LLC
- $13.5 Billion
- Q4 2024
Baldwin Brothers LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $13.5 Billion distributed in 292 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $12.2B, Apple Inc. with a value of $101M, Microsoft Corp with a value of $83.4M, Amazon Com Inc with a value of $77.1M, and Alphabet Inc. with a value of $69.1M.
Examining the 13F form we can see an increase of $12.1B in the current position value, from $1.43B to 13.5B.
Below you can find more details about Baldwin Brothers LLC portfolio as well as his latest detailed transactions.
Portfolio value
$13.5 Billion
Financial Services: $12.4 Billion
Technology: $399 Million
ETFs: $165 Million
Industrials: $122 Million
Healthcare: $108 Million
Consumer Cyclical: $107 Million
Consumer Defensive: $94.4 Million
Communication Services: $85.8 Million
Other: $110 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 292
- Current Value $13.5 Billion
- Prior Value $1.43 Billion
- Filing
- Period Q4 2024
- Filing Date January 22, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 6 stocks
- Additional Purchases 66 stocks
- Sold out of 0 stocks
- Reduced holdings in 125 stocks