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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
501 VANGUARD BD INDEX FDS 74,279 6,250 1.13%
502 VANGUARD INDEX FDS 4,446 386 0.07%
503 VANGUARD INDEX FDS 705 86 0.02%
504 VANGUARD INDEX FDS 41 5 0.00%
505 VANGUARD SCOTTSDALE FDS 1,097 88 0.02%
506 VANGUARD SPECIALIZED FUNDS 11,000 923 0.17%
507 VANGUARD TAX-MANAGED FDS 1,806 68 0.01%
508 VANGUARD WORLD FD 2,660 260 0.05%
509 VANGUARD WORLD FD 252 33 0.01%
510 VANGUARD WORLD FDS 850 107 0.02%
511 VCA INCORPORATED 177 12 0.00%
512 VERIZON COMMUNICATIONS INC 13,779 716 0.13%
513 VIACOM INC NEW 3 0 0.00%
514 VIACOM INC NEW 5,875 224 0.04%
515 VIRGIN AMERICA ORD 343 18 0.00%
516 VISA INC 5,524 457 0.08%
517 VODAFONE GROUP PLC NEW 20,317 592 0.11%
518 VORNADO REALTY 2,600 263 0.05%
519 VOYA INFRASTRUCTURE INDLS 1,023 14 0.00%
520 WAL-MART STORES INC 512 37 0.01%
521 WASTE MGMT INC DEL 200 13 0.00%
522 WATERS CORP 9,492 1,504 0.27%
523 WELLS FARGO & CO NEW 38,470 1,703 0.31%
524 WESTERN GAS PARTNERS LP 4,650 256 0.05%
525 WESTROCK CO 240 12 0.00%
526 WEYERHAEUSER CO 3,680 118 0.02%
527 WHITE MOUNTAINS INSURANCE GRP LTD 100 83 0.02%
528 WHITEWAVE FOODS CO 116,715 6,353 1.15%
529 WILEY JOHN SONS INC 1,050 54 0.01%
530 WILLIAMS COS INC DEL 2,000 61 0.01%
531 WINDSTREAM HLDGS INC 2,116 21 0.00%
532 WISDOMTREE TR 236 10 0.00%
533 Wright Medical Group NV 900 22 0.00%
534 XCEL ENERGY INC 400 16 0.00%
535 XYLEM INC 15,981 838 0.15%
536 YAHOO INC 2,120 91 0.02%
537 YUM BRANDS INC 200 18 0.00%
538 ZILLOW GROUP INC 350 12 0.00%
539 iShares Mortgage Real Estate C 5,000 53 0.01%
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