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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
PEPPepsico Inc
Recent Activity
Increased 1.96%
1.89%
$27.662M
162,667 shares@ $170.05 avg price
URIUnited Rentals Inc
Recent Activity
Increased 0.57%
1.86%
$27.256M
33,661 shares@ $809.74 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 1.41%
1.83%
$26.809M
129,139 shares@ $207.6 avg price
OMFLInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 48.24%
1.66%
$24.27M
458,010 shares@ $53.0 avg price
NEENextera Energy Inc
Recent Activity
Decreased -16.63%
1.62%
$23.665M
279,960 shares@ $84.54 avg price
ADBEAdobe Inc
Recent Activity
Increased 2.23%
1.52%
$22.29M
43,049 shares@ $517.78 avg price
AJGGallagher Arthur J & Co
Recent Activity
Increased 5.1%
1.5%
$21.886M
77,784 shares@ $281.38 avg price
MRKMerck & Co Inc
Recent Activity
Increased 3.39%
1.47%
$21.48M
189,120 shares@ $113.58 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 4.74%
1.44%
$21.048M
59,546 shares@ $353.48 avg price
DHRDanaher Corporation
Recent Activity
Decreased -0.16%
1.43%
$20.973M
75,435 shares@ $278.03 avg price