Baldwin Investment Management, LLC Incresed Positions in Q4 2024

Baldwin Investment Management, LLC

  • $365 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
GOOG
Alphabet Inc.

Communication Services
17
+ 0.1%
$163.08 - $198.16 $2.77K - $3.37K
16.6K $3.16M
ETN
Eaton Corp PLC

Industrials
692
+ 6.73%
$326.96 - $377.52 $226K - $261K
11K $3.64M
AXP
American Express CO

Financial Services
427
+ 10.14%
$267.35 - $305.57 $114K - $130K
4.64K $1.38M
DIS
Walt Disney CO

Communication Services
510
+ 5.89%
$92.39 - $117.6 $47.1K - $60K
9.18K $1.02M
PANW
Palo Alto Networks Inc

Technology
8.08K
+ 100.71%
$181.96 - $405.9 $1.47M - $3.28M
16.1K $2.93M
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
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
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
MDLZ
Mondelez International, Inc.

Consumer Defensive
130
+ 0.63%
$59.25 - $72.99 $7.7K - $9.49K
20.8K $1.24M
ADBE
Adobe Inc.

Technology
188
+ 3.03%
$437.39 - $552.96 $82.2K - $104K
6.39K $2.84M
FCX
Freeport Mcmoran Inc

Basic Materials
93
+ 0.28%
$38.08 - $50.82 $3.54K - $4.73K
33.2K $1.26M
NEE
Nextera Energy Inc

Utilities
81
+ 0.23%
$69.77 - $85.43 $5.65K - $6.92K
35.4K $2.54M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
668
+ 5.62%
$396.64 - $516.74 $265K - $345K
12.6K $5.06M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.2K
+ 80.91%
$26.93 - $84.95 $328K - $1.03M
27.2K $742K
LLY
Eli Lilly & CO

Healthcare
533
+ 6.38%
$727.2 - $932.06 $388K - $497K
8.89K $6.86M
TSCO
Tractor Supply CO

Consumer Cyclical
32.4K
+ 283.79%
$52.59 - $303.74 $1.7M - $9.83M
43.8K $2.32M
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
Track This Portfolio

Track Baldwin Investment Management, LLC Portfolio

Follow Baldwin Investment Management, 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 Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baldwin Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email