Leigh Baldwin & Co., LLC Portfolio Holdings

Leigh Baldwin & Co., LLC

  • $124 Billion
  • Q1 2025

Leigh Baldwin & Co., LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $124 Billion distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $5.39B, Apple Inc. with a value of $4.47B, Ishares Russell 1000 Gr ETF with a value of $4B, Ishares Core Dividend Growth E with a value of $3.97B, and Veeva Systems Inc with a value of $3.59B.

Examining the 13F form we can see an increase of $5.73B in the current position value, from $119B to 124B.

Leigh Baldwin & Co., LLC is based out at Cazenovia, NY

Below you can find more details about Leigh Baldwin & Co., LLC portfolio as well as his latest detailed transactions.

Portfolio value $124 Billion
ETFs: $54.7 Billion
Technology: $16.3 Billion
Healthcare: $11.8 Billion
Financial Services: $11.2 Billion
Consumer Cyclical: $6.71 Billion
Industrials: $5.85 Billion
Communication Services: $4.2 Billion
Consumer Defensive: $4.17 Billion
Other: $4.57 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$557B
$614 Million 0.49% of portfolio
1,752
Q1 2025 Added 0.11%
$0
$606 Million 0.49% of portfolio
1,179
Q1 2025 Added 17.9%
Capital Group Core Balanced
-
$613 Million 0.49% of portfolio
-
Q1 2025 New
$35.8B
$580 Million 0.47% of portfolio
6,079
Q1 2025 Reduced 0.07%
$99.6B
$587 Million 0.47% of portfolio
9,625
Q1 2025 Added 1.93%
$42.7B
$573 Million 0.46% of portfolio
12,513
Q1 2025 Added 1.71%
$0
$560 Million 0.45% of portfolio
15,721
Q1 2025 Added 49.57%
$254B
$545 Million 0.44% of portfolio
2,192
Q1 2025 Reduced 0.59%
$0
$548 Million 0.44% of portfolio
9,109
Q1 2025 Added 37.0%
$0
$534 Million 0.43% of portfolio
6,450
Q1 2025 Added 58.28%
$0
$526 Million 0.42% of portfolio
4,779
Q1 2025 Added 0.15%
$149B
$519 Million 0.42% of portfolio
2,451
Q1 2025 Added 1.45%
$0
$522 Million 0.42% of portfolio
4,835
Q1 2025 Added 0.33%
$215B
$493 Million 0.4% of portfolio
4,994
Q1 2025 Added 2.21%
-
$495 Million 0.4% of portfolio
-
Q4 2024 Reduced 97.36%
$0
$494 Million 0.4% of portfolio
9,297
Q1 2025 Added 0.26%
$17.3B
$502 Million 0.4% of portfolio
16,190
Q1 2025 Added 22.74%
$59.8B
$495 Million 0.4% of portfolio
2,901
Q1 2025 Reduced 0.85%
$0
$482 Million 0.39% of portfolio
5,803
Q1 2025 Reduced 58.96%
$0
$474 Million 0.38% of portfolio
86,084
Q4 2024 Reduced 81.41%
$290B
$475 Million 0.38% of portfolio
2,839
Q1 2025 Reduced 14.64%
$133B
$467 Million 0.38% of portfolio
1,716
Q1 2025 Reduced 18.36%
$0
$473 Million 0.38% of portfolio
12,611
Q1 2025 Added 8.42%
$0
$449 Million 0.36% of portfolio
8,939
Q1 2025 Added 0.77%
$87.7B
$444 Million 0.36% of portfolio
6,548
Q1 2025 Added 4.94%
$57.1B
$431 Million 0.35% of portfolio
6,620
Q1 2025 Added 5.58%
$0
$439 Million 0.35% of portfolio
37,312
Q1 2025 Added 1.29%
$73.6B
$435 Million 0.35% of portfolio
4,642
Q4 2024 Reduced 98.9%
$17.3B
$436 Million 0.35% of portfolio
2,859
Q1 2025 Reduced 19.37%
$214B
$416 Million 0.34% of portfolio
3,143
Q1 2025 Added 13.63%
$48.4B
$418 Million 0.34% of portfolio
667
Q4 2024 Reduced 99.86%
$0
$408 Million 0.33% of portfolio
11,400
Q4 2024 Reduced 97.28%
$0
$395 Million 0.32% of portfolio
842
Q4 2024 Reduced 99.8%
$152B
$392 Million 0.32% of portfolio
5,523
Q1 2025 Added 1.56%
$328B
$401 Million 0.32% of portfolio
1,913
Q1 2025 Added 10.01%
$0
$403 Million 0.32% of portfolio
4,313
Q1 2025 Reduced 16.72%
$0
$396 Million 0.32% of portfolio
11,100
Q1 2025 Reduced 11.9%
$374B
$381 Million 0.31% of portfolio
2,237
Q1 2025 Reduced 9.1%
$0
$384 Million 0.31% of portfolio
6,711
Q1 2025 Reduced 2.91%
$0
$381 Million 0.31% of portfolio
12,351
Q1 2025 Reduced 15.84%
$155B
$380 Million 0.31% of portfolio
1,220
Q1 2025 Reduced 2.4%
$105B
$379 Million 0.3% of portfolio
563
Q4 2024 Reduced 99.82%
$0
$375 Million 0.3% of portfolio
2,565
Q1 2025 Added 24.33%
$48.1B
$367 Million 0.3% of portfolio
1,600
Q1 2025 Added 0.44%
$55B
$371 Million 0.3% of portfolio
2,406
Q1 2025 Reduced 35.65%
-
$375 Million 0.3% of portfolio
-
Q1 2025 Reduced 2.29%
$213B
$363 Million 0.29% of portfolio
1,161
Q1 2025 Reduced 38.83%
$54.7B
$346 Million 0.28% of portfolio
8,943
Q1 2025 Added 0.83%
$0
$351 Million 0.28% of portfolio
9,475
Q4 2024 Reduced 97.33%

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $124 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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