BALDWIN WEALTH PARTNERS LLC/MA
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1021258
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.5B
Holdings
234
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
BALDWIN WEALTH PARTNERS LLC/MA disclosed 234 positions worth $1.5B in its Form 13F-HR for Q2 2026, led by $GOOG (Alphabet Inc.) at 6.7% of the equity portfolio, followed by $AAPL and $NVDA. During the quarter the fund opened 22 new positions and exited 10 and a full exit from $AMT. The portfolio is most concentrated in Technology (35.5% of disclosed assets). All figures are sourced directly from BALDWIN WEALTH PARTNERS LLC/MA’s Form 13F-HR filing with the SEC under CIK 1021258.
AI Fund Analysis
Concentrating
$GOOG6.7% weight
Held 10 quarters
$AAPL6.7% weight
Held 10 quarters
$NVDA6.5% weight
Held 10 quarters
J P MORGAN EXCHANGE TRADED
5.1% weight
Held 7 quarters
$AMZN4.9% weight
Held 10 quarters
$AMD5 quarters accumulating
J P MORGAN EXCHANGE TRADED
4 quarters accumulating
GLOBAL X FDS - GLOBAL X CO
4 quarters accumulating
VANGUARD SCOTTSDALE FDS -
3 quarters accumulating
$MCK3 quarters accumulating
Sector Allocation
TechnologyFinancialsOtherIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 80.2#45
Quality
$103.1M288,390 sh - 76.1#112
Quality
$101.8M351,829 sh - 90.2#1
Quality
$99.4M496,839 sh J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF
—Quality
$78.7M1,470,097 sh- 74.6
Quality
$74.5M312,500 sh - 84.4
Quality
$67.1M222,332 sh - 83.7
Quality
$55.6M148,926 sh ISHARES TR - TIPS BD ETF
—Quality
$43.5M397,604 sh- 83.5
Quality
$38.1M110,919 sh - —
Quality
$31.2M84,652 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Alphabet Inc.$GOOG | 80.2#45 | $103.1M | 288,390 |
| Apple Inc.$AAPL | 76.1#112 | $101.8M | 351,829 |
| NVIDIA CORP$NVDA | 90.2#1 | $99.4M | 496,839 |
| J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | — | $78.7M | 1,470,097 |
| AMAZON COM INC$AMZN | 74.6 | $74.5M | 312,500 |
 KLA CORP$KLAC | 84.4 | $67.1M | 222,332 |
 MICROSOFT CORP$MSFT | 83.7 | $55.6M | 148,926 |
| ISHARES TR - TIPS BD ETF | — | $43.5M | 397,604 |
 VISA INC.$V | 83.5 | $38.1M | 110,919 |
 SPDR GOLD TRUST$GLD | — | $31.2M | 84,652 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BALDWIN WEALTH PARTNERS LLC/MA's 234 positions.
Showing top 10 of 234 holdings.
Sector Allocation
Technology
$542.8M
Financials
$255.1M
Other
$230.6M
Industrials
$148.2M
Consumer Discretionary
$134.6M
Healthcare
$53.4M
Utilities
$50.7M
Energy
$48.9M
Full Holdings — BALDWIN WEALTH PARTNERS LLC/MA (Q2 2026)
All 234 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GOOG | Alphabet Inc. | $103.1M | 6.7% | -2% | 80.2 |
| 2 | $AAPL | Apple Inc. | $101.8M | 6.7% | -0% | 76.1 |
| 3 | $NVDA | NVIDIA CORP | $99.4M | 6.5% | +10% | 90.2 |
| 4 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $78.7M | 5.1% | +0% | — |
| 5 | $AMZN | AMAZON COM INC | $74.5M | 4.9% | -0% | 74.6 |
| 6 | $KLAC | KLA CORP | $67.1M | 4.4% | +737% | 84.4 |
| 7 | $MSFT | MICROSOFT CORP | $55.6M | 3.6% | -0% | 83.7 |
| 8 | — | ISHARES TR - TIPS BD ETF | $43.5M | 2.8% | +1% | — |
| 9 | $V | VISA INC. | $38.1M | 2.5% | -1% | 83.5 |
| 10 | $GLD | SPDR GOLD TRUST | $31.2M | 2.0% | -2% | — |
| 11 |  $ASML | ASML HOLDING NV | $28.7M | 1.9% | -1% | — |
| 12 |  $IVZ | Invesco Ltd. | $28.3M | 1.9% | -6% | — |
| 13 |  $JPM | JPMORGAN CHASE & CO | $28.2M | 1.8% | +2% | 35.6 |
| 14 |  $URI | UNITED RENTALS, INC. | $27.1M | 1.8% | -21% | 70.7 |
| 15 |  $WM | WASTE MANAGEMENT INC | $26.8M | 1.8% | -1% | 70.7 |
| 16 |  $BX | Blackstone Inc. | $25.6M | 1.7% | +1% | 68 |
| 17 |  $ADI | ANALOG DEVICES INC | $24.6M | 1.6% | -4% | 76.2 |
| 18 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $22.9M | 1.5% | -1% | 66.7 |
| 19 |  $IAU | ISHARES GOLD TRUST | $22.8M | 1.5% | +2% | — |
| 20 |  $COST | COSTCO WHOLESALE CORP /NEW | $22.7M | 1.5% | -1% | 67 |
| 21 |  $NEE | NEXTERA ENERGY INC | $22.3M | 1.5% | -0% | 71.7 |
| 22 |  $UNP | UNION PACIFIC CORP | $22.0M | 1.4% | +47% | 74 |
| 23 |  $PWR | QUANTA SERVICES, INC. | $17.5M | 1.1% | -0% | 62.6 |
| 24 |  $JNJ | JOHNSON & JOHNSON | $16.4M | 1.1% | -1% | 72.8 |
| 25 |  $GOOGL | Alphabet Inc. | $16.1M | 1.1% | -3% | 80.2 |
| 26 |  $XOM | EXXON MOBIL CORP | $15.8M | 1.0% | -3% | 61.8 |
| 27 |  $AJG | Arthur J. Gallagher & Co. | $15.7M | 1.0% | -1% | 72.1 |
| 28 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $15.5M | 1.0% | -2% | 65.9 |
| 29 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $15.2M | 1.0% | +2% | — |
| 30 |  $GRMN | GARMIN LTD | $12.8M | 0.8% | -2% | — |
| 31 |  $DHR | DANAHER CORP /DE/ | $12.6M | 0.8% | -5% | 63.9 |
| 32 |  $REG | REGENCY CENTERS CORP | $11.7M | 0.8% | +2% | 67.6 |
| 33 |  $CVX | CHEVRON CORP | $11.5M | 0.8% | -1% | 54.7 |
| 34 |  $AXSM | Axsome Therapeutics, Inc. | $10.8M | 0.7% | +5% | 36.6 |
| 35 |  $ULTA | Ulta Beauty, Inc. | $10.6M | 0.7% | -1% | 66.6 |
| 36 | — | ALPS ETF TR - ALERIAN MLP | $10.4M | 0.7% | -4% | — |
| 37 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $9.9M | 0.6% | NEW | — |
| 38 |  $CRH | CRH PUBLIC LTD CO | $9.4M | 0.6% | NEW | — |
| 39 | — | ISHARES TR - CORE S&P SCP ETF | $9.4M | 0.6% | +0% | — |
| 40 | $MCK | MCKESSON CORP | $9.2M | 0.6% | +0% | 63.7 |
| 41 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.7M | 0.6% | +1% | 64.5 |
| 42 |  $ARCC | ARES CAPITAL CORP | $8.1M | 0.5% | +122% | — |
| 43 | — | ISHARES TR - CORE S&P500 ETF | $8.1M | 0.5% | -2% | — |
| 44 |  $BAC | BANK OF AMERICA CORP /DE/ | $7.8M | 0.5% | -1% | 68.4 |
| 45 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $7.7M | 0.5% | -4% | 65.3 |
| 46 |  $WAT | WATERS CORP /DE/ | $7.6M | 0.5% | -6% | 69.9 |
| 47 |  $DOV | DOVER Corp | $7.6M | 0.5% | +0% | 63.1 |
| 48 |  $SCHW | SCHWAB CHARLES CORP | $7.5M | 0.5% | -12% | 77.2 |
| 49 |  $SPGI | S&P Global Inc. | $7.5M | 0.5% | +3% | 79.4 |
| 50 |  $AZO | AUTOZONE INC | $7.4M | 0.5% | +12% | 66.5 |
| 51 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $7.1M | 0.5% | +2% | — |
| 52 |  $OTIS | Otis Worldwide Corp | $7.0M | 0.5% | -2% | 60.3 |
| 53 |  $NVCT | Nuvectis Pharma, Inc. | $7.0M | 0.5% | +1% | — |
| 54 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $6.7M | 0.4% | +1% | 66.4 |
| 55 |  $ITW | ILLINOIS TOOL WORKS INC | $6.4M | 0.4% | -7% | 71.2 |
| 56 |  $PG | PROCTER & GAMBLE Co | $6.0M | 0.4% | -7% | 72.9 |
| 57 |  $PTC | PTC INC. | $5.9M | 0.4% | -2% | 69.8 |
| 58 | — | ADVISORS INNER CIRCLE FD III - BROWN ADVISORY | $5.5M | 0.4% | +3% | — |
| 59 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $5.3M | 0.3% | NEW | — |
| 60 |  $PM | Philip Morris International Inc. | $4.7M | 0.3% | -1% | 80.5 |
| 61 |  $ET | Energy Transfer LP | $4.6M | 0.3% | -5% | 64.5 |
| 62 |  $NVS | NOVARTIS AG | $4.3M | 0.3% | -8% | — |
| 63 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $4.3M | 0.3% | -6% | — |
| 64 |  $TD | TORONTO DOMINION BANK | $4.2M | 0.3% | +0% | — |
| 65 |  $TDG | TransDigm Group INC | $4.0M | 0.3% | NEW | 75.4 |
| 66 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $3.9M | 0.3% | +0% | 76.6 |
| 67 | $AMD | ADVANCED MICRO DEVICES INC | $3.5M | 0.2% | +0% | 78.8 |
| 68 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $3.3M | 0.2% | -1% | — |
| 69 | — | SPDR INDEX SHS FDS - ST STR MSCI EMRG | $3.3M | 0.2% | +6% | — |
| 70 |  $EOG | EOG RESOURCES INC | $3.2M | 0.2% | -1% | 71.1 |
| 71 |  $PSF | Cohen & Steers Select Preferred & Income Fund, Inc. | $3.2M | 0.2% | -2% | — |
| 72 |  $NFLX | NETFLIX INC | $2.8M | 0.2% | +1298% | 86.7 |
| 73 |  $TRGP | Targa Resources Corp. | $2.7M | 0.2% | +5% | 70 |
| 74 |  $PAYX | PAYCHEX INC | $2.7M | 0.2% | -16% | 75.1 |
| 75 |  $SPY | SPDR S&P 500 ETF TRUST | $2.6M | 0.2% | +0% | — |
| 76 |  $KO | COCA COLA CO | $2.6M | 0.2% | -3% | 74 |
| 77 |  $GS | GOLDMAN SACHS GROUP INC | $2.6M | 0.2% | -60% | — |
| 78 |  $MO | ALTRIA GROUP, INC. | $2.5M | 0.2% | -23% | 72.1 |
| 79 |  $META | Meta Platforms, Inc. | $2.5M | 0.2% | -12% | 80.9 |
| 80 |  $__PARK_1390777 | Bank of New York Mellon Corp | $2.4M | 0.2% | -1% | 36.7 |
| 81 |  $GBCI | GLACIER BANCORP, INC. | $2.3M | 0.1% | +0% | 62.1 |
| 82 |  $PEP | PEPSICO INC | $2.2M | 0.1% | -12% | 62.7 |
| 83 |  $FISV | FISERV INC | $2.1M | 0.1% | -21% | 67.4 |
| 84 |  $MRK | Merck & Co., Inc. | $2.0M | 0.1% | -9% | 70.9 |
| 85 |  $HCI | HCI Group, Inc. | $2.0M | 0.1% | +0% | 76.8 |
| 86 |  $CAT | CATERPILLAR INC | $1.9M | 0.1% | +0% | 67.8 |
| 87 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.9M | 0.1% | -4% | 77.9 |
| 88 |  $LLY | ELI LILLY & Co | $1.9M | 0.1% | -0% | 89.3 |
| 89 |  $EMR | EMERSON ELECTRIC CO | $1.8M | 0.1% | -1% | 65.9 |
| 90 |  $UBER | Uber Technologies, Inc | $1.8M | 0.1% | +9% | 79.3 |
| 91 | — | VANECK ETF TRUST - GOLD MINERS ETF | $1.8M | 0.1% | -0% | — |
| 92 |  $ABBV | AbbVie Inc. | $1.8M | 0.1% | +7% | 59.3 |
| 93 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $1.7M | 0.1% | -6% | — |
| 94 |  $SYK | STRYKER CORP | $1.7M | 0.1% | -9% | 69.8 |
| 95 |  $PLD | Prologis, Inc. | $1.6M | 0.1% | -3% | 67.5 |
| 96 |  $FAST | FASTENAL CO | $1.6M | 0.1% | -9% | 73.5 |
| 97 |  $APO | Apollo Global Management, Inc. | $1.6M | 0.1% | +13% | 55.7 |
| 98 | — | ISHARES TR - RUSSELL 2000 ETF | $1.6M | 0.1% | +0% | — |
| 99 |  $ADBE | ADOBE INC. | $1.5M | 0.1% | -8% | 80.4 |
| 100 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.3M | 0.1% | -4% | — |
| 101 |  $BLK | BlackRock, Inc. | $1.3M | 0.1% | -5% | 70.3 |
| 102 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.3M | 0.1% | +0% | — |
| 103 | — | DOUBLELINE ETF TRUST - COMMERCIAL REAL | $1.2M | 0.1% | -28% | — |
| 104 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.2M | 0.1% | +2% | — |
| 105 |  $SLV | iShares Silver Trust | $1.2M | 0.1% | +0% | — |
| 106 |  $LRCX | LAM RESEARCH CORP | $1.1M | 0.1% | -4% | 82.4 |
| 107 |  $ROP | ROPER TECHNOLOGIES INC | $1.1M | 0.1% | -23% | 72.2 |
| 108 | — | GLOBAL X FDS - GLOBAL X SILVER | $1.0M | 0.1% | +0% | — |
| 109 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $1.0M | 0.1% | +0% | — |
| 110 |  $OKE | ONEOK INC /NEW/ | $995,115 | 0.1% | +3% | 72 |
| 111 |  $AVGO | Broadcom Inc. | $993,483 | 0.1% | -1% | 86.4 |
| 112 |  $TRP | TC ENERGY CORP | $962,995 | 0.1% | -4% | — |
| 113 | — | GLOBAL X FDS - GLOBAL X COPPER | $935,801 | 0.1% | +5% | — |
| 114 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | $930,862 | 0.1% | +0% | — |
| 115 | — | HINGHAM INSTN SVGS MASS - COM | $923,293 | 0.1% | -6% | — |
| 116 |  $SYBT | Stock Yards Bancorp, Inc. | $900,817 | 0.1% | +0% | — |
| 117 |  $AMGN | AMGEN INC | $873,796 | 0.1% | -9% | 79.5 |
| 118 |  $DE | DEERE & CO | $866,495 | 0.1% | -3% | 57.4 |
| 119 | $IVZ | Invesco Ltd. | $843,216 | 0.1% | +0% | — |
| 120 |  $TRV | TRAVELERS COMPANIES, INC. | $830,912 | 0.1% | -1% | 71.5 |
| 121 |  $HD | HOME DEPOT, INC. | $792,119 | 0.1% | -4% | 69.2 |
| 122 |  $GLP | GLOBAL PARTNERS LP | $792,030 | 0.1% | +10% | 51.4 |
| 123 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $778,111 | 0.1% | -1% | 63.7 |
| 124 |  $TSLA | Tesla, Inc. | $744,462 | 0.1% | +0% | 50.1 |
| 125 | — | VANGUARD INDEX FDS - VALUE ETF | $736,168 | 0.1% | +0% | — |
| 126 |  $BWXT | BWX Technologies, Inc. | $720,205 | 0.1% | +0% | 68 |
| 127 |  $RMD | RESMED INC | $714,820 | 0.1% | -3% | 79.8 |
| 128 |  $SO | SOUTHERN CO | $685,858 | 0.0% | +0% | 65.1 |
| 129 |  $SUN | Sunoco LP | $665,550 | 0.0% | +0% | 64.8 |
| 130 |  $CG | Carlyle Group Inc. | $661,969 | 0.0% | +0% | 47.3 |
| 131 |  $WMT | Walmart Inc. | $653,623 | 0.0% | +0% | 63.2 |
| 132 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $649,731 | 0.0% | +0% | — |
| 133 |  $AB | ALLIANCEBERNSTEIN HOLDING L.P. | $617,231 | 0.0% | +21% | — |
| 134 | $IVZ | Invesco Ltd. | $612,820 | 0.0% | +0% | — |
| 135 | — | VANECK ETF TRUST - RARE EAR STR ETF | $602,331 | 0.0% | +2% | — |
| 136 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $588,967 | 0.0% | +0% | 75.4 |
| 137 | — | ISHARES TR - RUS MD CP GR ETF | $585,640 | 0.0% | +0% | — |
| 138 |  $PFE | PFIZER INC | $567,782 | 0.0% | -0% | 69 |
| 139 |  $MKC | MCCORMICK & CO INC | $567,023 | 0.0% | -31% | 73.7 |
| 140 |  $WT | WisdomTree, Inc. | $559,135 | 0.0% | +0% | 62.9 |
| 141 |  $SBCF | SEACOAST BANKING CORP OF FLORIDA | $532,166 | 0.0% | +0% | — |
| 142 |  $ORLY | O REILLY AUTOMOTIVE INC | $529,057 | 0.0% | -1% | 72.7 |
| 143 |  $HON | HONEYWELL INTERNATIONAL INC | $517,433 | 0.0% | -44% | 65.7 |
| 144 |  $ABT | ABBOTT LABORATORIES | $516,220 | 0.0% | -6% | 67 |
| 145 |  $HONA | Honeywell Aerospace Inc. | $510,916 | 0.0% | NEW | — |
| 146 | $WT | WisdomTree, Inc. | $498,870 | 0.0% | +0% | 62.9 |
| 147 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $497,704 | 0.0% | -7% | — |
| 148 | — | SPDR SERIES TRUST - ST STR SP DIV | $483,932 | 0.0% | -2% | — |
| 149 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $476,564 | 0.0% | +8% | 57.4 |
| 150 |  $GE | GENERAL ELECTRIC CO | $458,193 | 0.0% | +1% | 74.8 |
| 151 |  $WFC | WELLS FARGO & COMPANY/MN | $454,437 | 0.0% | -10% | — |
| 152 |  $ORCL | ORACLE CORP | $454,305 | 0.0% | -1% | 67.2 |
| 153 |  $VSNT | Versant Media Group, Inc. | $453,582 | 0.0% | -0% | — |
| 154 |  $STRL | STERLING INFRASTRUCTURE, INC. | $449,058 | 0.0% | -4% | 73.3 |
| 155 |  $GEV | GE Vernova Inc. | $445,272 | 0.0% | +0% | 70.1 |
| 156 |  $YMM | Full Truck Alliance Co. Ltd. | $439,972 | 0.0% | +2% | — |
| 157 |  $QCOM | QUALCOMM INC/DE | $436,474 | 0.0% | +0% | 81.9 |
| 158 | — | VANGUARD WORLD FD - ESG US STK ETF | $425,813 | 0.0% | +20% | — |
| 159 |  $MA | Mastercard Inc | $421,666 | 0.0% | -1% | 81.7 |
| 160 |  $DIS | Walt Disney Co | $421,094 | 0.0% | -4% | 68.9 |
| 161 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $417,116 | 0.0% | -4% | — |
| 162 |  $COP | CONOCOPHILLIPS | $410,018 | 0.0% | +0% | 74.8 |
| 163 |  $AWK | American Water Works Company, Inc. | $407,898 | 0.0% | +0% | 61.7 |
| 164 | — | ISHARES INC - MSCI JAPAN ETF | $400,315 | 0.0% | +0% | — |
| 165 | — | FIRST TR EXCHANGE TRAD FD VI - FST TR GLB FD | $396,959 | 0.0% | -28% | — |
| 166 |  $NSC | NORFOLK SOUTHERN CORP | $396,069 | 0.0% | -7% | 70.8 |
| 167 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $392,111 | 0.0% | -37% | — |
| 168 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $391,028 | 0.0% | -12% | — |
| 169 |  $ERIC | ERICSSON LM TELEPHONE CO | $375,075 | 0.0% | -4% | — |
| 170 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | $368,438 | 0.0% | +36% | — |
| 171 |  $FBIN | Fortune Brands Innovations, Inc. | $362,724 | 0.0% | +0% | 48.7 |
| 172 |  $WY | WEYERHAEUSER CO | $360,991 | 0.0% | -8% | 52.9 |
| 173 | — | ISHARES TR - MSCI EMG MKT ETF | $354,295 | 0.0% | +0% | — |
| 174 | — | AMPLIFY ETF TR - JR SILV MINE ETF | $339,552 | 0.0% | +0% | — |
| 175 |  $FDX | FEDEX CORP | $336,928 | 0.0% | -5% | 60.3 |
| 176 |  $TJX | TJX COMPANIES INC /DE/ | $331,482 | 0.0% | -6% | 70.7 |
| 177 | — | ISHARES INC - MSCI GLB SLV&MTL | $327,106 | 0.0% | +0% | — |
| 178 | — | SPDR INDEX SHS FDS - ST STR NAT ETF | $326,319 | 0.0% | +3% | — |
| 179 | — | ISHARES TR - S&P 500 VAL ETF | $325,831 | 0.0% | +0% | — |
| 180 |  $Q | Qnity Electronics, Inc. | $321,394 | 0.0% | -0% | — |
| 181 |  $RTX | RTX Corp | $317,798 | 0.0% | +0% | 70 |
| 182 |  $MS | MORGAN STANLEY | $317,113 | 0.0% | -1% | — |
| 183 | — | SPDR SERIES TRUST - ST STR SP METAL | $315,444 | 0.0% | +0% | — |
| 184 |  $CSCO | CISCO SYSTEMS, INC. | $315,380 | 0.0% | -12% | 72.3 |
| 185 |  $TER | TERADYNE, INC | $314,496 | 0.0% | NEW | 74.6 |
| 186 |  $EW | Edwards Lifesciences Corp | $311,363 | 0.0% | -3% | 67.6 |
| 187 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $311,320 | 0.0% | +0% | — |
| 188 |  $VEEV | VEEVA SYSTEMS INC | $298,327 | 0.0% | -94% | 77.8 |
| 189 |  $CTVA | Corteva, Inc. | $297,092 | 0.0% | +0% | 48.4 |
| 190 |  $LIN | LINDE PLC | $292,682 | 0.0% | -2% | — |
| 191 |  $LGND | LIGAND PHARMACEUTICALS INC | $287,958 | 0.0% | NEW | 66 |
| 192 |  $KMI | KINDER MORGAN, INC. | $281,272 | 0.0% | -15% | 74.6 |
| 193 | — | ISHARES TR - SHRT NAT MUN ETF | $281,081 | 0.0% | +0% | — |
| 194 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $276,420 | 0.0% | +0% | — |
| 195 |  $MPLX | MPLX LP | $270,159 | 0.0% | +0% | 76.5 |
| 196 |  $VZ | VERIZON COMMUNICATIONS INC | $268,901 | 0.0% | -6% | 71.6 |
| 197 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $267,663 | 0.0% | NEW | — |
| 198 | — | ISHARES TR - RUS 1000 GRW ETF | $263,240 | 0.0% | +300% | — |
| 199 |  $NWG | NatWest Group plc | $261,629 | 0.0% | -4% | — |
| 200 | $WT | WisdomTree, Inc. | $252,505 | 0.0% | +0% | 62.9 |
| 201 |  $INTC | INTEL CORP | $252,032 | 0.0% | NEW | 41.5 |
| 202 |  $T | AT&T INC. | $251,919 | 0.0% | -2% | 71.9 |
| 203 |  $KNSL | Kinsale Capital Group, Inc. | $250,656 | 0.0% | +0% | 79.6 |
| 204 |  $ETN | Eaton Corp plc | $250,558 | 0.0% | +0% | — |
| 205 | — | ISHARES TR - CORE S&P MCP ETF | $246,752 | 0.0% | +0% | — |
| 206 |  $MU | MICRON TECHNOLOGY INC | $245,864 | 0.0% | NEW | 88.4 |
| 207 |  $HR | Healthcare Realty Trust Inc | $244,057 | 0.0% | +0% | 44.9 |
| 208 | — | ISHARES INC - MSCI EMRG CHN | $240,405 | 0.0% | NEW | — |
| 209 | — | SERIES PORTFOLIOS TR - ELDRIDGE BBB B | $240,369 | 0.0% | -37% | — |
| 210 |  $CMI | CUMMINS INC | $240,352 | 0.0% | NEW | 58.9 |
| 211 |  $MMM | 3M CO | $234,446 | 0.0% | -6% | 60.7 |
| 212 |  $AEM | AGNICO EAGLE MINES LTD | $232,695 | 0.0% | +0% | — |
| 213 |  $HASI | HA Sustainable Infrastructure Capital, Inc. | $232,348 | 0.0% | +0% | 50.1 |
| 214 | — | ISHARES TR - MSCI USA QLT FCT | $229,304 | 0.0% | +0% | — |
| 215 |  $BHP | BHP Group Ltd | $229,103 | 0.0% | +0% | — |
| 216 |  $TT | Trane Technologies plc | $228,881 | 0.0% | NEW | — |
| 217 |  $AXP | AMERICAN EXPRESS CO | $224,601 | 0.0% | -1% | 73.2 |
| 218 |  $WES | Western Midstream Partners, LP | $218,800 | 0.0% | +0% | 78.1 |
| 219 |  $FCX | FREEPORT-MCMORAN INC | $215,084 | 0.0% | +0% | 73.1 |
| 220 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $212,409 | 0.0% | NEW | — |
| 221 |  $USB | US BANCORP DE | $210,373 | 0.0% | NEW | 71.4 |
| 222 |  $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | $207,339 | 0.0% | +0% | — |
| 223 |  $AMAT | APPLIED MATERIALS INC /DE | $206,778 | 0.0% | NEW | 74.8 |
| 224 | — | SPDR SERIES TRUST - ST STR SP BIOT | $204,934 | 0.0% | NEW | — |
| 225 |  $INTU | INTUIT INC. | $204,102 | 0.0% | -96% | 82 |
| 226 |  $MRVL | Marvell Technology, Inc. | $203,459 | 0.0% | NEW | 77.3 |
| 227 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $202,630 | 0.0% | NEW | — |
| 228 |  $GD | GENERAL DYNAMICS CORP | $201,208 | 0.0% | NEW | 73 |
| 229 | — | ISHARES TR - ISHARES BIOTECH | $201,031 | 0.0% | NEW | — |
| 230 |  $TFX | TELEFLEX INC | $200,661 | 0.0% | -15% | 30.5 |
| 231 |  $TDY | TELEDYNE TECHNOLOGIES INC | $200,070 | 0.0% | NEW | 70.2 |
| 232 |  $ORLA | Orla Mining Ltd. | $192,807 | 0.0% | -34% | — |
| 233 |  $LYG | Lloyds Banking Group plc | $133,915 | 0.0% | -5% | — |
| 234 |  $XAIR | Beyond Air, Inc. | $6,599 | 0.0% | +0% | — |
New Positions (22)
FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH$9.9M
$CRH CRH PUBLIC LTD CO$9.4M$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$5.3M$TDG TransDigm Group INC$4.0M$HONA Honeywell Aerospace Inc.$510,916$TER TERADYNE, INC$314,496$LGND LIGAND PHARMACEUTICALS INC$287,958 FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF$267,663
$INTC INTEL CORP$252,032$MU MICRON TECHNOLOGY INC$245,864 ISHARES INC - MSCI EMRG CHN$240,405
$CMI CUMMINS INC$240,352$TT Trane Technologies plc$228,881$MDY SPDR S&P MIDCAP 400 ETF TRUST$212,409$USB US BANCORP DE$210,373
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