Portfolio (Quarterly)
Guide ↗
BALDWIN WEALTH PARTNERS LLC/MA
· CIK 0001021258| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL INC | Industrials | 4,129 | $933K | 0.07% | SOLD |
| 2 | AMT | AMERICAN TOWER CORP | Real Estate | 2,195 | $379K | 0.03% | SOLD |
| 3 | AA | ALCOA CORP | Basic Materials | 4,750 | $315K | 0.02% | SOLD |
| 4 | ACN | ACCENTURE PLC IRELAND | Technology | 1,442 | $286K | 0.02% | SOLD |
| 5 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 1,728 | $247K | 0.02% | SOLD |
| 6 | MCD | MCDONALDS CORP | Consumer Cyclical | 757 | $235K | 0.02% | SOLD |
| 7 | LOW | LOWES COS INC | Consumer Cyclical | 988 | $233K | 0.02% | SOLD |
| 8 | MTD | METTLER TOLEDO INTERNATIONAL | Healthcare | 182 | $230K | 0.02% | SOLD |
| 9 | MINT | PIMCO ETF TR | — | 2,265 | $228K | 0.02% | SOLD |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,418 | $207K | 0.01% | SOLD |
| 11 | BIL | SPDR SERIES TRUST | — | 2,211 | $203K | 0.01% | SOLD |
Sector Allocation
Technology
36.0%
Financial Services
18.0%
Industrials
11.2%
Consumer Cyclical
9.1%
Communication Services
9.0%
Healthcare
6.9%
Consumer Defensive
4.1%
Energy
3.5%
Utilities
2.0%
Real Estate
0.2%