Leigh Baldwin & Co., LLC Incresed Positions in Q2 2025

Leigh Baldwin & Co., LLC

  • $152 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ET
Energy Transfer LP

Energy
3.21K
+ 25.76%
$15.65 - $18.93 $50.2K - $60.7K
15.7K $284M
Abrdn Asia Pacific Income Fu
3.06K
+ 30.05%
N/A
13.2K $211M
WPM
Wheaton Precious Metals Corp.

Basic Materials
3
+ 0.07%
$70.56 - $92.75 $212 - $278
4.13K $371M
RFDA
Alps ETF Tr Riverfront Dynamic

ETFs
21
+ 0.23%
$46.92 - $58.01 $985 - $1.22K
9.32K $541M
RWK
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.41%
$94.8 - $117.22 $1.9K - $2.34K
4.86K $568M
XLU
Utilities Sector Spdr

ETFs
430
+ 11.37%
$73.09 - $82.77 $31.4K - $35.6K
4.21K $344M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
318
+ 4.84%
$39.89 - $49.46 $12.7K - $15.7K
6.9K $341M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.06%
$113.75 - $148.48 $228 - $297
3.15K $459M
ZM
Zoom Video Communications, Inc.

Technology
387
+ 12.82%
$66.7 - $84.62 $25.8K - $32.7K
3.41K $266M
HD
Home Depot, Inc.

Consumer Cyclical
115
+ 5.88%
$335.24 - $380.78 $38.6K - $43.8K
2.07K $759M
FCOM
Fidelity Covington Tr Msci Com

ETFs
2
+ 0.05%
$50.44 - $64.81 $101 - $130
4.18K $271M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
17
+ 0.29%
$72.61 - $88.75 $1.23K - $1.51K
5.82K $517M
R
Ryder System Inc

Industrials
44
+ 2.64%
$130.14 - $160.88 $5.73K - $7.08K
1.71K $272M
PFS
Provident Financial Services Inc

Financial Services
706
+ 1.42%
$14.69 - $17.98 $10.4K - $12.7K
50.3K $883M
KO
Coca Cola CO

Consumer Defensive
470
+ 9.59%
$68.37 - $73.9 $32.1K - $34.7K
5.37K $380M
PAPR
Innovator U.S. Equity Power Bu

ETFs
200
+ 1.8%
$33.22 - $37.29 $6.64K - $7.46K
11.3K $421M
NNY
Nuveen New York Municipal Value Fund

Financial Services
4.88K
+ 4.53%
$7.96 - $8.35 $38.8K - $40.7K
112K $912M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
47
+ 0.53%
$44.22 - $52.08 $2.08K - $2.45K
8.99K $467M
BX
Blackstone Inc.

Financial Services
1
+ 0.06%
$120.07 - $151.11 $120 - $151
1.58K $237M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
500
+ 4.15%
$17.99 - $18.99 $9K - $9.5K
12.5K $238M
FSIG
First Tr ETF Iv LTD Duration I
500
+ 3.75%
$18.77 - $19.14 $9.39K - $9.57K
13.9K $265M
HIG
Hartford Financial Services Group, Inc.

Financial Services
11
+ 0.43%
$109.83 - $131.67 $1.21K - $1.45K
2.57K $326M
JEPI
J P Morgan Exchange Traded Fd

ETFs
190
+ 2.83%
$51.14 - $57.0 $9.72K - $10.8K
6.9K $392M
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 0.33%
$166.82 - $194.23 $667 - $777
1.21K $236M
TRV
Travelers Companies, Inc.

Financial Services
13
+ 1.27%
$233.83 - $276.34 $3.04K - $3.59K
1.04K $278M
PG
Procter & Gamble CO

Consumer Defensive
193
+ 8.63%
$157.66 - $172.39 $30.4K - $33.3K
2.43K $387M
EVN
Eaton Vance Municipal Income Trust

Financial Services
408
+ 1.53%
$9.82 - $10.45 $4.01K - $4.26K
27K $276M
RFCI
Alps ETF Tr Riverfront Dynamic

ETFs
101
+ 1.12%
$22.04 - $22.62 $2.23K - $2.28K
9.09K $205M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
388
+ 4.25%
$32.56 - $35.71 $12.6K - $13.9K
9.51K $314M
SO
Southern CO

Utilities
13
+ 0.41%
$84.91 - $92.56 $1.1K - $1.2K
3.19K $293M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
359
+ 1.47%
$10.68 - $11.35 $3.83K - $4.07K
24.8K $271M
PMO
Putnam Municipal Opportunities Trust

Financial Services
292
+ 1.16%
$9.46 - $10.23 $2.76K - $2.99K
25.5K $252M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
372
+ 2.24%
$45.3 - $50.64 $16.9K - $18.8K
17K $832M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
771
+ 2.07%
$11.19 - $11.84 $8.63K - $9.13K
38.1K $432M
CL
Colgate Palmolive CO

Consumer Defensive
14
+ 0.3%
$87.57 - $96.0 $1.23K - $1.34K
4.66K $423M
EXC
Exelon Corp

Utilities
37
+ 0.56%
$42.2 - $47.37 $1.56K - $1.75K
6.65K $289M
AMGN
Amgen Inc

Healthcare
39
+ 3.2%
$262.28 - $309.85 $10.2K - $12.1K
1.26K $352M
EPD
Enterprise Products Partners L.P.

Energy
7
+ 0.08%
$28.95 - $34.22 $203 - $240
9.3K $288M
MATX
Matson, Inc.

Industrials
3
+ 0.16%
$93.11 - $132.21 $279 - $397
1.92K $214M
COP
Conocophillips

Energy
3
+ 0.12%
$82.66 - $106.1 $248 - $318
2.58K $232M
LLY
Eli Lilly & CO

Healthcare
10
+ 0.94%
$713.71 - $898.95 $7.14K - $8.99K
1.08K $841M
JNJ
Johnson & Johnson

Healthcare
158
+ 2.77%
$146.36 - $159.82 $23.1K - $25.3K
5.87K $896M
PFE
Pfizer Inc

Healthcare
754
+ 1.17%
$21.59 - $24.84 $16.3K - $18.7K
65.4K $1.59B
BDX
Becton Dickinson & CO

Healthcare
10
+ 0.63%
$165.15 - $226.42 $1.65K - $2.26K
1.61K $277M
AAPL
Apple Inc.

Technology
1.14K
+ 5.67%
$172.42 - $223.89 $197K - $255K
21.3K $4.36B
MRK
Merck & Co., Inc.

Healthcare
319
+ 1.51%
$73.47 - $87.12 $23.4K - $27.8K
21.4K $1.69B
Activity Summary
Buys All Purchases 119 New Holdings 22 Increased Positions 97 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Leigh Baldwin & Co., LLC Portfolio

Follow Leigh Baldwin & Co., 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 Leigh Baldwin & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leigh Baldwin & Co., LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email