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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
ADIAnalog Devices Inc
Recent Activity
Decreased -1.25%
1.37%
$19.989M
86,843 shares@ $230.18 avg price
IBMInternational Business Machs
Recent Activity
Decreased -0.11%
1.35%
$19.805M
89,585 shares@ $221.09 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 5.43%
1.3%
$19.063M
90,407 shares@ $210.86 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -12.32%
1.11%
$16.277M
138,861 shares@ $117.22 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 1.33%
1.08%
$15.741M
64,762 shares@ $243.07 avg price
UNPUnion Pac Corp
Recent Activity
Increased 4.74%
1.07%
$15.59M
63,249 shares@ $246.49 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -1.82%
1.07%
$15.586M
313,595 shares@ $49.71 avg price
FIFiserv Inc
Recent Activity
Decreased -1.24%
1.05%
$15.303M
85,181 shares@ $179.66 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -3.55%
1%
$14.611M
90,160 shares@ $162.06 avg price
GRMNGarmin Ltd
Recent Activity
Decreased -17.8%
0.97%
$14.099M
80,094 shares@ $176.04 avg price