Baldwin Brothers LLC Incresed Positions in Q1 2025

Baldwin Brothers LLC

  • $1.32 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
121K
+ 248.02%
$69.3 - $90.95 $8.37M - $11M
170K $11.8M
TIP
Ishares Tr Tips Bd ETF

ETFs
28.9K
+ 6.74%
$106.22 - $110.65 $3.07M - $3.2M
458K $50.7M
AJG
Arthur J. Gallagher & Co.

Financial Services
155
+ 0.19%
$275.89 - $345.24 $42.8K - $53.5K
79.8K $27.6M
WM
Waste Management Inc

Industrials
2.28K
+ 1.69%
$200.54 - $233.78 $458K - $534K
138K $31.9M
V
Visa Inc.

Financial Services
142
+ 0.11%
$306.92 - $362.71 $43.6K - $51.5K
126K $44.2M
GLD
Spdr Gold Trust

ETFs
1.49K
+ 2.34%
$243.19 - $288.14 $363K - $430K
65.3K $18.8M
KLAC
Kla Corp

Technology
471
+ 1.24%
$636.62 - $777.63 $300K - $366K
38.6K $26.2M
NVCT
Nuvectis Pharma, Inc.

Healthcare
2.5K
+ 0.7%
$5.37 - $10.46 $13.4K - $26.2K
358K $3.75M
VGIT
Vanguard Intermediate Term Tre

ETFs
17.5K
+ 8.28%
$57.44 - $59.3 $1.01M - $1.04M
229K $13.6M
COST
Costco Wholesale Corp

Consumer Defensive
89
+ 0.23%
$890.62 - $1076.86 $79.3K - $95.8K
38.7K $36.6M
PLD
Prologis, Inc.

Real Estate
2.18K
+ 2.56%
$103.59 - $124.04 $226K - $270K
87.4K $9.77M
ZTS
Zoetis Inc.

Healthcare
3.15K
+ 4.2%
$156.48 - $175.67 $492K - $553K
78.1K $12.9M
UNP
Union Pacific Corp

Industrials
407
+ 0.63%
$225.21 - $254.42 $91.7K - $104K
65.2K $15.4M
JPM
Jpmorgan Chase & CO

Financial Services
241
+ 0.26%
$225.19 - $279.95 $54.3K - $67.5K
94K $23.1M
SHW
Sherwin Williams CO

Basic Materials
264
+ 0.69%
$330.16 - $365.55 $87.2K - $96.5K
38.7K $13.5M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
12.3K
+ 128.85%
$25.2 - $68.74 $310K - $846K
21.9K $637K
SPGI
S&P Global Inc.

Financial Services
345
+ 1.73%
$478.26 - $543.77 $165K - $188K
20.2K $10.3M
UBER
Uber Technologies, Inc

Technology
176
+ 0.7%
$63.17 - $81.49 $11.1K - $14.3K
25.3K $1.84M
VEA
Vanguard Ftse Developed Market

ETFs
5.66K
+ 58.73%
$47.4 - $52.99 $268K - $300K
15.3K $784K
TRGP
Targa Resources Corp.

Energy
14
+ 0.11%
$178.44 - $217.22 $2.5K - $3.04K
12.7K $2.54M
EOG
Eog Resources Inc

Energy
540
+ 1.8%
$120.54 - $138.05 $65.1K - $74.5K
30.5K $3.91M
SLV
I Shares Silver Trust

ETFs
4.7K
+ 54.34%
$26.93 - $31.32 $127K - $147K
13.4K $413K
LLY
Eli Lilly & CO

Healthcare
12
+ 0.53%
$725.72 - $929.72 $8.71K - $11.2K
2.28K $1.88M
REG
Regency Centers Corp

Real Estate
1.87K
+ 1.12%
$68.83 - $77.74 $129K - $146K
169K $12.5M
ORLA
Orla Mining Ltd.

Basic Materials
1.6K
+ 11.43%
$5.49 - $9.35 $8.78K - $15K
15.6K $142K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
663
+ 28.58%
$102.49 - $119.96 $68K - $79.5K
2.98K $310K
NFLX
Netflix Inc

Communication Services
3
+ 0.46%
$828.4 - $1058.6 $2.49K - $3.18K
649 $605K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
74
+ 0.45%
$42.5 - $46.71 $3.15K - $3.46K
16.5K $748K
MA
Mastercard Inc

Financial Services
13
+ 1.7%
$504.67 - $576.31 $6.56K - $7.49K
778 $426K
TJX
Tjx Companies Inc

Consumer Cyclical
170
+ 5.11%
$112.81 - $126.16 $19.2K - $21.4K
3.5K $425K
WFC
Wells Fargo & Company

Financial Services
41
+ 0.5%
$66.78 - $81.42 $2.74K - $3.34K
8.18K $587K
GRAB
Grab Holdings LTD

Technology
3.74K
+ 26.25%
$4.12 - $5.34 $15.4K - $20K
18K $81K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
349
+ 5.8%
$507.05 - $563.67 $177K - $197K
6.37K $3.25M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
801
+ 1.99%
$11.63 - $13.3 $9.32K - $10.7K
41K $495K
GBIL
Goldman Sachs Access Treasury

ETFs
49
+ 0.41%
$99.85 - $100.19 $4.89K - $4.91K
11.9K $1.19M
J P Morgan Exchange Traded F
597K
+ 79.0%
N/A
1.35M $0
Linde PLC
125
+ 22.48%
N/A
681 $0
Cooper Cos Inc
50.9K
+ 44.73%
N/A
165K $0
Te Connectivity PLC
22
+ 1.47%
N/A
1.52K $0
INTU
Intuit Inc

Technology
12
+ 1.42%
$555.63 - $630.23 $6.67K - $7.56K
855 $524K
WMT
Walmart Inc.

Consumer Defensive
57
+ 1.0%
$84.5 - $105.05 $4.82K - $5.99K
5.76K $505K
NEE
Nextera Energy Inc

Utilities
3.09K
+ 1.06%
$66.96 - $76.16 $207K - $236K
295K $20.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
17
+ 0.1%
$21.23 - $23.75 $361 - $404
16.2K $348K
AXON
Axon Enterprise, Inc.

Industrials
27
+ 4.91%
$496.65 - $710.01 $13.4K - $19.2K
577 $303K
QQQ
Invesco Qqq Trust, Series 1

ETFs
15
+ 2.02%
$468.34 - $539.52 $7.03K - $8.09K
756 $354K
CAT
Caterpillar Inc

Industrials
30
+ 1.56%
$326.75 - $407.63 $9.8K - $12.2K
1.96K $644K
ORCL
Oracle Corp

Technology
57
+ 1.83%
$139.81 - $186.47 $7.97K - $10.6K
3.18K $443K
VBR
Vanguard Small Cap Value ETF

ETFs
90
+ 0.57%
$183.02 - $207.75 $16.5K - $18.7K
15.9K $2.95M
IVV
Ishares Core S&P 500 ETF

ETFs
495
+ 3.12%
$554.06 - $615.85 $274K - $305K
16.4K $9.14M
Activity Summary
Buys All Purchases 72 New Holdings 11 Increased Positions 61 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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