Baldwin Investment Management, LLC Purchases in Q4 2024

Baldwin Investment Management, LLC

  • $365 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.8K
New
$521.84 - $558.82 $4.59M - $4.92M
8.8K $4.74M
BKR
Baker Hughes CO

Energy
26.1K
+ 111.34%
$35.98 - $44.88 $939K - $1.17M
49.5K $2.03M
VRT
Vertiv Holdings CO

Industrials
13K
+ 66.78%
N/A
32.5K $2.82M
IWR
Ishares Russell Mid Cap ETF

ETFs
8.53K
New
$87.25 - $95.52 $744K - $815K
8.53K $754K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
20.5K
New
$34.01 - $41.29 $698K - $848K
20.5K $702K
IWM
Ishares Russell 2000 ETF

ETFs
2.78K
New
$216.13 - $242.4 $601K - $675K
2.78K $614K
GOOG
Alphabet Inc.

Communication Services
17
+ 0.1%
$163.08 - $198.16 $2.77K - $3.37K
16.6K $3.16M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.43K
New
$75.1 - $82.99 $333K - $367K
4.43K $334K
PSX
Phillips 66

Energy
2.6K
New
$110.35 - $138.93 $287K - $361K
2.6K $296K
DDOG
Datadog, Inc.

Technology
1.7K
New
$113.98 - $168.65 $194K - $287K
1.7K $242K
ETN
Eaton Corp PLC

Industrials
692
+ 6.73%
$326.96 - $377.52 $226K - $261K
11K $3.64M
EQIX
Equinix Inc

Real Estate
236
New
$865.69 - $985.0 $204K - $232K
236 $222K
WFC
Wells Fargo & Company

Financial Services
3.15K
New
$54.98 - $77.35 $173K - $244K
3.15K $221K
PANW
Palo Alto Networks Inc

Technology
8.08K
+ 100.71%
$181.96 - $405.9 $1.47M - $3.28M
16.1K $2.93M
DIS
Walt Disney CO

Communication Services
510
+ 5.89%
$92.39 - $117.6 $47.1K - $60K
9.18K $1.02M
HON
Honeywell International Inc

Industrials
210
+ 3.25%
$202.84 - $236.0 $42.6K - $49.6K
6.66K $1.51M
ABT
Abbott Laboratories

Healthcare
1.58K
+ 4.62%
$111.93 - $119.39 $177K - $189K
35.7K $4.04M
META
Meta Platforms, Inc.

Communication Services
124
+ 6.44%
$554.08 - $632.68 $68.7K - $78.5K
2.05K $1.21M
CSCO
Cisco Systems, Inc.

Technology
1.07K
+ 14.71%
$52.45 - $60.02 $56.1K - $64.2K
8.34K $493K
MA
Mastercard Inc

Financial Services
93
+ 5.68%
$491.3 - $536.15 $45.7K - $49.9K
1.73K $911K
ALL
Allstate Corp

Financial Services
492
+ 29.78%
$181.25 - $208.2 $89.2K - $102K
2.14K $413K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.89K
+ 35.43%
$44.04 - $49.49 $127K - $143K
11K $486K
SKX
Skechers Usa Inc

Consumer Cyclical
1.3K
+ 12.65%
$59.24 - $72.0 $77K - $93.6K
11.6K $778K
TXN
Texas Instruments Inc

Technology
425
+ 13.96%
N/A
3.47K $675K
GXO
Gxo Logistics, Inc.

Industrials
2.88K
+ 56.77%
$41.93 - $63.02 $121K - $182K
7.96K $346K
DE
Deere & CO

Industrials
145
+ 5.33%
$389.45 - $466.0 $56.5K - $67.6K
2.87K $1.21M
VTI
Vanguard Total Stock Market Et

ETFs
48
+ 0.66%
$280.04 - $302.45 $13.4K - $14.5K
7.37K $2.14M
BSX
Boston Scientific Corp

Healthcare
102
+ 1.18%
$83.62 - $91.5 $8.53K - $9.33K
8.74K $780K
TJX
Tjx Companies Inc

Consumer Cyclical
35
+ 0.24%
$112.15 - $127.2 $3.93K - $4.45K
14.4K $1.74M
FANG
Diamondback Energy, Inc.

Energy
710
+ 9.08%
$153.06 - $199.5 $109K - $142K
8.53K $1.4M
ACN
Accenture PLC

Technology
156
+ 1.2%
$343.9 - $376.86 $53.6K - $58.8K
13.1K $4.61M
WELL
Welltower Inc.

Real Estate
267
+ 7.1%
$123.11 - $139.3 $32.9K - $37.2K
4.03K $507K
DELL
Dell Technologies Inc.

Technology
310
+ 9.86%
$111.96 - $144.21 $34.7K - $44.7K
3.45K $397K
SHW
Sherwin Williams CO

Basic Materials
250
+ 16.59%
$338.75 - $399.71 $84.7K - $99.9K
1.76K $597K
Lam Research Corp
92.8K
+ 905.39%
N/A
103K $0
Viking Holdings
22.1K
New
N/A
22.1K $0
PEG
Public Service Enterprise Group Inc

Utilities
162
+ 5.59%
$81.87 - $94.51 $13.3K - $15.3K
3.06K $258K
MRK
Merck & Co., Inc.

Healthcare
915
+ 12.67%
$96.31 - $114.76 $88.1K - $105K
8.14K $809K
SYLD
Cambria Shareholder Yld ETF

ETFs
144
+ 2.28%
$68.06 - $76.27 $9.8K - $11K
6.46K $442K
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.5K
+ 92.49%
$25.33 - $51.16 $291K - $588K
23.9K $618K
WM
Waste Management Inc

Industrials
145
+ 1.25%
$201.79 - $228.46 $29.3K - $33.1K
11.8K $2.38M
SO
Southern CO

Utilities
458
+ 3.79%
$81.5 - $94.15 $37.3K - $43.1K
12.5K $1.03M
INDA
Ishares Msci India Index Fund

ETFs
1.45K
+ 6.26%
$52.64 - $58.16 $76.4K - $84.4K
24.7K $1.3M
LOW
Lowes Companies Inc

Consumer Cyclical
475
+ 4.76%
$244.52 - $284.07 $116K - $135K
10.5K $2.58M
LMT
Lockheed Martin Corp

Industrials
311
+ 11.17%
$479.66 - $614.62 $149K - $191K
3.09K $1.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11K
+ 74.11%
$18.41 - $40.87 $202K - $449K
25.8K $476K
LHX
L3 Harris Technologies, Inc.

Industrials
65
+ 1.2%
$208.94 - $264.22 $13.6K - $17.2K
5.49K $1.15M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
246
+ 0.93%
$58.88 - $64.8 $14.5K - $15.9K
26.7K $1.57M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.12K
+ 14.42%
$501.29 - $612.85 $561K - $686K
8.88K $4.62M
Activity Summary
Buys All Purchases 58 New Holdings 10 Increased Positions 48 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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