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Institutional Investment Manager
BALDWIN WEALTH PARTNERS LLC/MA
BALDWIN WEALTH PARTNERS LLC/MA (CIK: 0001021258) incorporated in Delaware, located at 204 Spring Street, Marion, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Original 13F HR (0000950123-16-021368) filed in 2016.11.08
#
Name
Shares
Value ($)
%
Options
Notes
1 AMAZON COM INC 37,146 31,103 5.64%
2 APPLE INC 215,131 24,321 4.41%
3 PAYPAL HLDGS INC 431,995 17,699 3.21%
4 GENERAL ELECTRIC CO 561,361 16,628 3.02%
5 ALPHABET INC 20,665 16,616 3.01%
6 BERKSHIRE HATHAWAY INC DEL 110,147 15,913 2.89%
7 FIRST REP BK SAN FRANCISCO C 205,003 15,808 2.87%
8 THERMO FISHER SCIENTIFIC INC 88,706 14,110 2.56%
9 ALPHABET INC 17,927 13,935 2.53%
10 COHEN & STEERS LTD DUR PFD INC COM 521,515 13,106 2.38%
11 ENTERPRISE PRODS PARTNERS L 456,554 12,615 2.29%
12 MERCK & CO INC 201,917 12,602 2.29%
13 ANHEUSER BUSCH INBEV SA/NV 94,072 12,362 2.24%
14 PEPSICO INC 112,994 12,290 2.23%
15 HUMANA 68,375 12,095 2.19%
16 MAGELLAN MIDSTREAM PRTNRS LP 160,663 11,365 2.06%
17 UNITED RENTALS 142,382 11,176 2.03%
18 AMGEN INC 66,011 11,011 2.00%
19 CHECK POINT SOFTWARE TECH LT 120,207 9,329 1.69%
20 MARRIOTT INTL 131,676 8,866 1.61%
21 EXXON MOBIL CORP 101,237 8,836 1.60%
22 SPDR GOLD TR 69,442 8,725 1.58%
23 AMERICAN INTL GROUP INC 141,526 8,398 1.52%
24 NIELSEN HLDGS PLC 147,345 7,893 1.43%
25 HASBRO INC 97,635 7,745 1.41%
26 SCHLUMBERGER LTD 97,587 7,674 1.39%
27 TEGNA INC 331,287 7,242 1.31%
28 SENSATA TECHNOLOGIES HLDNG PLC SHS 177,501 6,883 1.25%
29 JOHNSON & JOHNSON 56,431 6,666 1.21%
30 NIKE INC 123,416 6,498 1.18%
31 AVALONBAY COMM 35,958 6,395 1.16%
32 WHITEWAVE FOODS 116,715 6,353 1.15%
33 VANGUARD BD INDEX FDS 74,279 6,250 1.13%
34 EOG RES INC 61,152 5,914 1.07%
35 LYONDELLBASELL INDUSTRIES N 69,940 5,641 1.02%
36 BANK AMER CORP 345,102 5,401 0.98%
37 MAXIM INTEGR 124,072 4,954 0.90%
38 S&P GLOBAL INC 37,813 4,786 0.87%
39 ISHARES TR 19,359 4,212 0.76%
40 SVB FINANCIAL GROUP 31,250 3,454 0.63%
41 DANAHER CORP DEL 40,954 3,210 0.58%
42 BLACKSTONE GROUP L P 117,152 2,991 0.54%
43 FACEBOOK INC 22,554 2,893 0.52%
44 HANNON ARMSTRONG SUST INFR C 116,335 2,719 0.49%
45 PROLOGIS INC 50,060 2,680 0.49%
46 BANK NEW YORK MELLON CORP 52,292 2,085 0.38%
47 3M CO 11,766 2,074 0.38%
48 AMERIGAS PARTNERS L P 44,719 2,042 0.37%
49 FIRST SOLAR INC 47,100 1,860 0.34%
50 JPMORGAN CHASE & CO 26,843 1,787 0.32%
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