Baldwin Brothers LLC Incresed Positions in Q3 2024

Baldwin Brothers LLC

  • $1.43 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
83.1K
+ 19.35%
$98.91 - $134.91 $8.22M - $11.2M
513K $62.2M
OMFL
Invesco Exchange Traded Self I

ETFs
149K
+ 48.23%
$47.65 - $52.99 $7.1M - $7.9M
458K $24.3M
URI
United Rentals, Inc.

Industrials
190
+ 0.57%
$627.41 - $814.1 $119K - $155K
33.7K $27.3M
ACN
Accenture PLC

Technology
2.69K
+ 4.74%
$295.44 - $355.81 $796K - $958K
59.5K $21M
SHW
Sherwin Williams CO

Basic Materials
578
+ 1.61%
$294.65 - $384.0 $170K - $222K
36.5K $13.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.77K
+ 5.1%
$259.22 - $299.75 $978K - $1.13M
77.8K $21.9M
V
Visa Inc.

Financial Services
2.02K
+ 1.67%
$253.74 - $291.56 $512K - $588K
123K $33.8M
GLD
Spdr Gold Trust

ETFs
847
+ 1.33%
$215.56 - $246.98 $183K - $209K
64.8K $15.7M
UNP
Union Pacific Corp

Industrials
2.86K
+ 4.74%
$221.78 - $256.09 $635K - $733K
63.2K $15.6M
SPGI
S&P Global Inc.

Financial Services
922
+ 5.22%
$446.32 - $527.38 $412K - $486K
18.6K $9.6M
ZTS
Zoetis Inc.

Healthcare
827
+ 1.18%
$172.58 - $196.48 $143K - $162K
71K $13.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.82K
+ 11.22%
$405.19 - $478.57 $736K - $869K
18K $8.29M
REG
Regency Centers Corp

Real Estate
1.57K
+ 1.02%
$61.64 - $75.18 $96.8K - $118K
156K $11.3M
IVV
Ishares Core S&P 500 ETF

ETFs
1.87K
+ 11.91%
$520.18 - $576.82 $975K - $1.08M
17.6K $10.2M
PLD
Prologis, Inc.

Real Estate
4.22K
+ 5.85%
$111.95 - $132.43 $472K - $559K
76.3K $9.64M
PEP
Pepsico Inc

Consumer Defensive
3.11K
+ 1.95%
$161.9 - $179.3 $504K - $558K
163K $27.7M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
12.5K
+ 736.52%
$91.43 - $117.51 $1.15M - $1.47M
14.2K $1.51M
NVS
Novartis Ag

Healthcare
7.25K
+ 15.24%
$106.13 - $120.89 $769K - $876K
54.8K $6.3M
MSFT
Microsoft Corp

Technology
9.71K
+ 5.42%
$395.15 - $467.56 $3.84M - $4.54M
189K $81.4M
HD
Home Depot, Inc.

Consumer Cyclical
2.4K
+ 107.18%
$333.64 - $405.2 $802K - $974K
4.65K $1.88M
SPOT
Spotify Technology S.A.

Communication Services
2.96K
+ 1165.75%
$290.16 - $384.01 $859K - $1.14M
3.22K $1.18M
PM
Philip Morris International Inc.

Consumer Defensive
3.78K
+ 11.83%
$101.25 - $127.45 $382K - $481K
35.7K $4.33M
PAYX
Paychex Inc

Industrials
3.26K
+ 8.09%
$116.17 - $135.19 $379K - $441K
43.6K $5.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.64K
+ 38.2%
$517.38 - $573.86 $849K - $941K
5.93K $3.4M
IWM
Ishares Russell 2000 ETF

ETFs
4.66K
+ 491.04%
$200.87 - $224.6 $936K - $1.05M
5.61K $1.24M
MSCI
Msci Inc.

Financial Services
90
+ 0.92%
$479.31 - $584.91 $43.1K - $52.6K
9.9K $5.77M
ABBV
Abb Vie Inc.

Healthcare
3.67K
+ 58.25%
$163.84 - $199.33 $601K - $731K
9.96K $1.97M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.91K
+ 1993.84%
$240.48 - $267.94 $700K - $780K
3.06K $817K
LLY
Eli Lilly & CO

Healthcare
846
+ 66.88%
$772.14 - $960.02 $653K - $812K
2.11K $1.87M
MAR
Marriott International Inc

Consumer Cyclical
1.5K
+ 3.09%
$211.35 - $255.11 $316K - $381K
49.9K $12.4M
PG
Procter & Gamble CO

Consumer Defensive
991
+ 1.77%
$160.76 - $177.82 $159K - $176K
57K $9.88M
AMGN
Amgen Inc

Healthcare
1.71K
+ 45.89%
$309.38 - $337.38 $528K - $576K
5.43K $1.75M
VGIT
Vanguard Intermediate Term Tre

ETFs
5.42K
+ 4.81%
$57.8 - $60.8 $313K - $329K
118K $7.14M
ON
On Semiconductor Corp

Technology
1.9K
+ 2.04%
$66.39 - $78.74 $126K - $149K
94.8K $6.88M
LMT
Lockheed Martin Corp

Industrials
866
+ 2061.9%
$460.3 - $584.56 $399K - $506K
908 $530K
AVGO
Broadcom Inc.

Technology
8.32K
+ 1273.35%
$136.27 - $1745.86 $1.13M - $14.5M
8.97K $1.55M
META
Meta Platforms, Inc.

Communication Services
228
+ 4.22%
$453.41 - $572.44 $103K - $131K
5.63K $3.22M
TSLA
Tesla, Inc.

Consumer Cyclical
94
+ 1.3%
$191.76 - $263.26 $18K - $24.7K
7.3K $1.91M
ABT
Abbott Laboratories

Healthcare
3.53K
+ 54.39%
$100.07 - $118.13 $353K - $417K
10K $1.14M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
3.82K
+ 302.78%
$80.44 - $110.41 $307K - $421K
5.08K $560K
CSWI
Csw Industrials, Inc.

Industrials
1.11K
+ 307.73%
$263.55 - $370.84 $294K - $413K
1.48K $541K
SNA
Snap On Inc

Industrials
1.53K
+ 21814.29%
$255.35 - $289.77 $390K - $442K
1.53K $444K
USB
Us Bancorp \De\

Financial Services
8.32K
+ 92.88%
$39.04 - $47.23 $325K - $393K
17.3K $790K
KO
Coca Cola CO

Consumer Defensive
417
+ 0.87%
$62.69 - $73.01 $26.1K - $30.4K
48.3K $3.47M
PSX
Phillips 66

Energy
3.29K
+ 171.43%
$125.0 - $147.17 $411K - $484K
5.21K $684K
TDY
Teledyne Technologies Inc

Technology
936
+ 15600.0%
$381.47 - $437.71 $357K - $410K
942 $412K
WST
West Pharmaceutical Services Inc

Healthcare
1.35K
+ 19228.57%
$277.16 - $333.3 $373K - $449K
1.35K $406K
BCPC
Balchem Corp

Basic Materials
1.84K
+ 53.46%
$154.1 - $181.56 $284K - $335K
5.29K $931K
ICLN
Ishares

ETFs
26.7K
+ 1532.15%
$13.26 - $14.77 $355K - $395K
28.5K $418K
Activity Summary
Buys All Purchases 635 New Holdings 386 Increased Positions 249 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Baldwin Brothers LLC Portfolio

Follow Baldwin Brothers LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baldwin Brothers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baldwin Brothers LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email