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Steven Dean

@Baldwin Wealth Partners Llc Ma

Latest period2024 - Q3ReportedManaged Assets$1.467BTotal holdings1079
Assets growth rate14.31%Assets growth rate (2-Q avg)5.5%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Baldwin Wealth Partners Llc Ma's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1079 positions.

Assets under management

The assets under management (AUM) of Baldwin Wealth Partners Llc Ma over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.467B in assets, with a quarterly growth rate of 14.31% and a 2-quarter average growth rate of 5.5%. The portfolio is managed by Steven Dean, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -2.51%
6.32%
$92.585M
397,359 shares@ $233.0 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 5.42%
5.55%
$81.364M
189,087 shares@ $430.31 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 1.28%
4.46%
$65.33M
350,617 shares@ $186.34 avg price
NVDANvidia Corporation
Recent Activity
Increased 19.36%
4.25%
$62.243M
512,542 shares@ $121.45 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.02%
4.05%
$59.412M
358,230 shares@ $165.86 avg price
BXBlackstone Inc
Recent Activity
Decreased -0.29%
2.54%
$37.173M
242,755 shares@ $153.13 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.93%
2.48%
$36.354M
41,007 shares@ $886.53 avg price
VVisa Inc
Recent Activity
Increased 1.67%
2.31%
$33.765M
122,805 shares@ $274.95 avg price
TIPIshares Tr
Recent Activity
Decreased -1.73%
2.12%
$31.079M
281,334 shares@ $110.47 avg price
KLACKla Corp
Recent Activity
Increased 0.96%
1.89%
$27.701M
35,770 shares@ $774.42 avg price