Leigh Baldwin & Co., LLC Reduced Holdings in Q1 2025

Leigh Baldwin & Co., LLC

  • $124 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.79K
- 8.18%
$209.68 - $247.1 $376K - $443K
20.1K $4.47B
MSFT
Microsoft Corp

Technology
-1.22K
- 15.05%
$375.39 - $447.2 $458K - $546K
6.89K $2.59B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-8.34K
- 58.96%
$80.73 - $94.96 $673K - $792K
5.8K $482M
AVGO
Broadcom Inc.

Technology
-1.05K
- 19.0%
$167.43 - $244.7 $176K - $257K
4.47K $749M
GOOG
Alphabet Inc.

Communication Services
-351
- 2.85%
$156.06 - $207.71 $54.8K - $72.9K
12K $1.87B
XOM
Exxon Mobil Corp

Energy
-3.25K
- 28.9%
$105.44 - $118.93 $343K - $387K
8K $951M
GOOGL
Alphabet Inc.

Communication Services
-500
- 9.71%
$154.33 - $206.19 $77.2K - $103K
4.65K $719M
MRK
Merck & Co., Inc.

Healthcare
-353
- 1.65%
$83.01 - $101.02 $29.3K - $35.7K
21.1K $1.89B
ETN
Eaton Corp PLC

Industrials
-386
- 18.36%
$271.83 - $371.23 $105K - $143K
1.72K $467M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.98K
- 10.71%
$64.88 - $72.1 $128K - $142K
16.5K $1.08B
PAYX
Paychex Inc

Industrials
-1.33K
- 35.65%
$136.06 - $154.52 $181K - $206K
2.41K $371M
META
Meta Platforms, Inc.

Communication Services
-246
- 30.79%
$576.36 - $736.67 $142K - $181K
553 $319M
XLU
Utilities Sector Spdr

ETFs
-2.03K
- 34.94%
$74.7 - $80.27 $152K - $163K
3.78K $298M
NBTB
Nbt Bancorp Inc

Financial Services
-14
- 0.06%
$42.51 - $49.14 $595 - $688
24.4K $1.05B
KAPR
Innovator U.S. Small Cap Power

ETFs
-2.32K
- 15.84%
$30.82 - $33.62 $71.6K - $78.1K
12.4K $381M
LMT
Lockheed Martin Corp

Industrials
-44
- 2.23%
$423.19 - $506.29 $18.6K - $22.3K
1.93K $862M
CAT
Caterpillar Inc

Industrials
-186
- 19.48%
$326.75 - $407.63 $60.8K - $75.8K
769 $254M
PFE
Pfizer Inc

Healthcare
-398
- 0.61%
$25.01 - $27.13 $9.95K - $10.8K
64.6K $1.64B
KOCT
Innovator Laddered Fund Of U.S
-2K
- 20.2%
N/A
7.9K $231M
IWM
Ishares Russell 2000 ETF

ETFs
-148
- 7.84%
$198.1 - $229.79 $29.3K - $34K
1.74K $347M
ITA
Ishares Tr

ETFs
-908
- 10.0%
$144.84 - $159.5 $132K - $145K
8.17K $1.25B
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.5K
- 11.9%
$35.21 - $37.69 $52.8K - $56.5K
11.1K $396M
BAC
Bank Of America Corp

Financial Services
-316
- 1.55%
$39.61 - $47.74 $12.5K - $15.1K
20.1K $840M
JPM
Jpmorgan Chase & CO

Financial Services
-293
- 10.18%
$225.19 - $279.95 $66K - $82K
2.58K $634M
OGN
Organon & Co.

Healthcare
-3.25K
- 20.64%
$14.29 - $16.41 $46.4K - $53.3K
12.5K $186M
HD
Home Depot, Inc.

Consumer Cyclical
-9
- 0.46%
$347.25 - $424.87 $3.13K - $3.82K
1.96K $717M
CSCO
Cisco Systems, Inc.

Technology
-956
- 19.04%
$58.74 - $64.87 $56.2K - $62K
4.07K $251M
KJUL
Innovator U.S. Small Cap Power

Technology
-900
- 8.49%
$27.83 - $30.18 $25K - $27.2K
9.7K $271M
XLE
Energy Sector Spdr

ETFs
-866
- 16.72%
$85.7 - $93.96 $74.2K - $81.4K
4.31K $403M
WMT
Walmart Inc.

Consumer Defensive
-38
- 0.26%
$84.5 - $105.05 $3.21K - $3.99K
14.4K $1.27B
PANW
Palo Alto Networks Inc

Technology
-25
- 0.85%
$167.82 - $208.28 $4.2K - $5.21K
2.9K $495M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-893
- 12.28%
$42.4 - $44.11 $37.9K - $39.4K
6.38K $280M
PG
Procter & Gamble CO

Consumer Defensive
-224
- 9.1%
$158.56 - $176.26 $35.5K - $39.5K
2.24K $381M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-700
- 2.53%
$35.29 - $36.56 $24.7K - $25.6K
27K $967M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-600
- 8.7%
$39.51 - $41.0 $23.7K - $24.6K
6.3K $252M
FSIG
First Tr ETF Iv LTD Duration I
-1.08K
- 7.45%
$18.74 - $19.04 $20.1K - $20.5K
13.4K $253M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-155
- 2.49%
$49.36 - $53.08 $7.65K - $8.23K
6.07K $303M
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-180
- 2.29%
N/A
7.69K $375M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-687
- 19.37%
$132.75 - $177.12 $91.2K - $122K
2.86K $436M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-201
- 2.91%
$56.17 - $59.71 $11.3K - $12K
6.71K $384M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-710
- 5.57%
$18.54 - $18.88 $13.2K - $13.4K
12K $225M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-180
- 3.81%
$44.96 - $47.9 $8.09K - $8.62K
4.55K $207M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-849
- 3.38%
$11.96 - $13.56 $10.2K - $11.5K
24.3K $312M
CVX
Chevron Corp

Energy
-487
- 14.64%
$146.71 - $167.97 $71.4K - $81.8K
2.84K $475M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-60
- 2.87%
$126.11 - $135.06 $7.57K - $8.1K
2.03K $262M
COST
Costco Wholesale Corp

Consumer Defensive
-32
- 2.99%
$890.62 - $1076.86 $28.5K - $34.5K
1.04K $984M
UNM
Unum Group

Financial Services
-175
- 5.89%
$71.8 - $83.34 $12.6K - $14.6K
2.8K $228M
KO
Coca Cola CO

Consumer Defensive
-528
- 9.72%
$60.81 - $72.32 $32.1K - $38.2K
4.9K $351M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-124
- 1.34%
$30.38 - $34.94 $3.77K - $4.33K
9.12K $312M
Activity Summary
Buys All Purchases 96 New Holdings 18 Increased Positions 78 Sells All Sells 58 Reductions 58 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