Baldwin Investment Management, LLC Incresed Positions in Q3 2024

Baldwin Investment Management, LLC

  • $388 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SNPS
Synopsys Inc

Technology
2.86K
+ 124.84%
$463.97 - $621.3 $1.33M - $1.78M
5.15K $2.61M
AVGO
Broadcom Inc.

Technology
73.2K
+ 889.04%
$136.27 - $1745.86 $9.97M - $128M
81.4K $14M
FSLR
First Solar, Inc.

Technology
2.63K
+ 36.98%
$205.36 - $255.78 $540K - $672K
9.74K $2.43M
AMZN
Amazon Com Inc

Consumer Cyclical
5.65K
+ 15.49%
$161.02 - $200.0 $910K - $1.13M
42.1K $7.85M
VRT
Vertiv Holdings CO

Industrials
9.04K
+ 86.35%
$86.66 - $86.66 $783K - $783K
19.5K $1.69M
ACN
Accenture PLC

Technology
298
+ 2.36%
$295.44 - $355.81 $88K - $106K
13K $4.58M
SPGI
S&P Global Inc.

Financial Services
31
+ 0.32%
$446.32 - $527.38 $13.8K - $16.3K
9.6K $4.96M
BWA
Borgwarner Inc

Consumer Cyclical
10.2K
+ 14.38%
$31.19 - $36.75 $320K - $377K
81.5K $2.96M
VTI
Vanguard Total Stock Market Et

ETFs
1.81K
+ 32.72%
$255.18 - $283.2 $461K - $511K
7.33K $2.07M
NVDA
Nvidia Corp

Technology
6.38K
+ 5.57%
$98.91 - $134.91 $631K - $861K
121K $14.7M
NEE
Nextera Energy Inc

Utilities
317
+ 0.9%
$69.9 - $84.97 $22.2K - $26.9K
35.4K $2.99M
FCX
Freeport Mcmoran Inc

Basic Materials
7.62K
+ 29.95%
$39.52 - $51.92 $301K - $396K
33.1K $1.65M
ABT
Abbott Laboratories

Healthcare
652
+ 1.95%
$100.07 - $118.13 $65.2K - $77K
34.2K $3.9M
LMT
Lockheed Martin Corp

Industrials
64
+ 2.35%
$460.3 - $584.56 $29.5K - $37.4K
2.78K $1.63M
ETN
Eaton Corp PLC

Industrials
539
+ 5.53%
$272.52 - $333.02 $147K - $179K
10.3K $3.41M
KMB
Kimberly Clark Corp

Consumer Defensive
1.99K
+ 13.81%
$135.05 - $148.35 $269K - $295K
16.4K $2.33M
ICE
Intercontinental Exchange, Inc.

Financial Services
100
+ 0.74%
$136.93 - $162.81 $13.7K - $16.3K
13.5K $2.17M
TMUS
T Mobile Us, Inc.

Communication Services
35
+ 0.33%
$175.14 - $206.36 $6.13K - $7.22K
10.6K $2.18M
TECK
Teck Resources LTD

Basic Materials
4.78K
+ 76.28%
$43.48 - $53.4 $208K - $255K
11K $576K
CARR
Carrier Global Corp

Industrials
10
+ 0.06%
$61.9 - $80.88 $619 - $809
15.8K $1.27M
SYLD
Cambria Shareholder Yld ETF

ETFs
3.35K
+ 112.8%
$66.68 - $72.81 $223K - $244K
6.32K $457K
ORCL
Oracle Corp

Technology
150
+ 1.93%
$125.9 - $170.35 $18.9K - $25.6K
7.91K $1.35M
UNH
Unitedhealth Group Inc

Healthcare
74
+ 2.71%
$488.01 - $604.18 $36.1K - $44.7K
2.8K $1.64M
TSCO
Tractor Supply CO

Consumer Cyclical
38
+ 0.33%
$251.95 - $290.93 $9.57K - $11.1K
11.4K $3.32M
EXP
Eagle Materials Inc

Basic Materials
150
+ 5.7%
$212.39 - $292.18 $31.9K - $43.8K
2.78K $799K
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 0.17%
$517.38 - $573.86 $6.21K - $6.89K
7.15K $4.1M
META
Meta Platforms, Inc.

Communication Services
118
+ 6.53%
$453.41 - $572.44 $53.5K - $67.5K
1.93K $1.1M
AXP
American Express CO

Financial Services
100
+ 2.43%
$225.92 - $271.17 $22.6K - $27.1K
4.21K $1.14M
PFE
Pfizer Inc

Healthcare
5.88K
+ 40.73%
$27.7 - $31.39 $163K - $184K
20.3K $587K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
814
+ 3.17%
$58.03 - $65.37 $47.2K - $53.2K
26.5K $1.71M
XOM
Exxon Mobil Corp

Energy
452
+ 0.91%
$109.72 - $119.0 $49.6K - $53.8K
50.3K $5.9M
PNC
Pnc Financial Services Group, Inc.

Financial Services
175
+ 4.14%
$156.14 - $187.2 $27.3K - $32.8K
4.4K $813K
VOE
Vanguard Mid Cap Value Index F

ETFs
3
+ 0.03%
$149.02 - $167.67 $447 - $503
8.92K $1.49M
IQV
Iqvia Holdings Inc.

Healthcare
280
+ 8.57%
$206.81 - $251.55 $57.9K - $70.4K
3.55K $840K
COF
Capital One Financial Corp

Financial Services
70
+ 0.58%
$131.42 - $153.05 $9.2K - $10.7K
12.2K $1.83M
BSX
Boston Scientific Corp

Healthcare
913
+ 11.82%
$72.96 - $84.0 $66.6K - $76.7K
8.64K $723K
CTAS
Cintas Corp

Industrials
3K
+ 300.0%
$201.38 - $819.83 $604K - $2.46M
4K $823K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
905
+ 6.51%
$36.98 - $41.55 $33.5K - $37.6K
14.8K $608K
DIS
Walt Disney CO

Communication Services
948
+ 12.28%
$85.6 - $98.61 $81.1K - $93.5K
8.67K $833K
VZ
Verizon Communications Inc

Communication Services
839
+ 13.82%
$38.89 - $45.0 $32.6K - $37.8K
6.91K $310K
PG
Procter & Gamble CO

Consumer Defensive
22
+ 0.32%
$160.76 - $177.82 $3.54K - $3.91K
6.91K $1.2M
PANW
Palo Alto Networks Inc

Technology
83
+ 1.04%
$294.18 - $368.01 $24.4K - $30.5K
8.03K $2.74M
VO
Vanguard Mid Cap ETF

ETFs
5
+ 0.26%
$237.84 - $263.83 $1.19K - $1.32K
1.96K $517K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
200
+ 1.25%
$147.95 - $191.05 $29.6K - $38.2K
16.2K $2.82M
VEA
Vanguard Ftse Developed Market

ETFs
2
+ 0.03%
$47.6 - $53.31 $95.2 - $107
7.83K $413K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
135
+ 1.15%
$460.0 - $505.78 $62.1K - $68.3K
11.9K $5.53M
LLY
Eli Lilly & CO

Healthcare
195
+ 2.39%
$772.14 - $960.02 $151K - $187K
8.35K $7.4M
Ge Healthcare Technologies
760
+ 12.85%
N/A
6.67K $0
CCL
Carnival Corp

Consumer Cyclical
100
+ 0.99%
$14.01 - $19.18 $1.4K - $1.92K
10.2K $188K
Activity Summary
Buys All Purchases 72 New Holdings 15 Increased Positions 57 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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