Holdings of BALDWIN WEALTH PARTNERS LLC/MA
205 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 44.9 % of the equity sleeve
Sector breakdown
- Technology 25.8 %
- Financials 10.4 %
- Industrials 8.6 %
- Communication 7.6 %
- Consumer discretionary 7.5 %
- Health care 4.8 %
- Funds 4.8 %
- Consumer staples 3.8 %
- Energy 2.1 %
- Utilities 1.9 %
- Real estate 0.1 %
- Materials 0.1 %
- Unattributed 22.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 98.5 %
- NL 1.4 %
- GB 0.0 %
- AU 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 201 | 1.3B $ | 98.53 % |
| 2 | NL | 1 | 19.2M $ | 1.43 % |
| 3 | GB | 2 | 352.3K $ | 0.03 % |
| 4 | AU | 1 | 200K $ | 0.01 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 201 | Freeport-McMoRan Inc | 3,420 | 201K $ | |
| 202 | iShares Trust | 1,045 | 200.4K $ | |
| 203 | BHP Group Ltd | 2,750 | 200K $ | |
| 204 | Lloyds Banking Group PLC | 24,074 | 121.1K $ | |
| 205 | BEYOND AIR INC | 14,800 | 10.2K $ |