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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
DCREDoubleline Etf Trust
Recent Activity
New Position
0.7%
$10.134M
194,950 shares@ $51.98 avg price
AGGYWisdomtree Tr
Recent Activity
New Position
0.29%
$4.115M
92,043 shares@ $44.72 avg price
FTGCFirst Tr Exchange Trad Fd Vi
Recent Activity
New Position
0.26%
$3.686M
155,585 shares@ $23.7 avg price
EMBDGlobal X Fds
Recent Activity
New Position
0.21%
$3.059M
130,231 shares@ $23.49 avg price
CLOZSeries Portfolios Tr
Recent Activity
New Position
0.2%
$2.891M
107,546 shares@ $26.88 avg price
ULTAUlta Beauty Inc
Recent Activity
New Position
0.2%
$2.844M
7,308 shares@ $389.13 avg price
EPSWisdomtree Tr
Recent Activity
New Position
0.15%
$2.157M
35,927 shares@ $60.05 avg price
NTSXWisdomtree Tr
Recent Activity
New Position
0.15%
$2.152M
45,807 shares@ $47.0 avg price
CHKPCheck Point Software Tech Lt
Recent Activity
New Position
0.11%
$1.603M
8,313 shares@ $192.82 avg price
SPDWSpdr Index Shs Fds
Recent Activity
New Position
0.11%
$1.573M
41,881 shares@ $37.56 avg price