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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 (2016Q4)
Portfolio Summary: 520 holdings with a total value of $553,602,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 PLAINS ALL AMERN PIPELINE L 21,509 695,000 0.13%
102 EBAY INC 23,009 683,000 0.12%
103 CONOCOPHILLIPS 13,560 680,000 0.12%
104 COLGATE PALMOLIVE CO 10,372 679,000 0.12%
105 VORNADO REALTY 6,475 676,000 0.12%
106 ALTRIA GROUP INC 9,800 663,000 0.12%
107 CVS HEALTH CORP 8,386 662,000 0.12%
108 VODAFONE GROUP PLC NEW 26,922 658,000 0.12%
109 ECOLAB INC 5,591 655,000 0.12%
110 CHURCH & DWIGHT 14,798 654,000 0.12%
111 TRAVELERS COMPANIES INC 5,315 651,000 0.12%
112 HANCOCK JOHN TAX-ADV DIV INC 24,380 563,000 0.10%
113 UNITED TECHNOLOGIES CORP 5,030 551,000 0.10%
114 ABBVIE INC 8,571 537,000 0.10%
115 Tortoise Egy Infrastruct 17,323 532,000 0.10%
116 BUCKEYE PARTNERS L P 7,849 519,000 0.09%
117 US BANCORP DEL 10,000 514,000 0.09%
118 NOVO-NORDISK A S 14,158 508,000 0.09%
119 BERKSHIRE HATHAWAY INC DEL 2 488,000 0.09%
120 SUNOCO LOGISTICS PRTNRS L P 20,100 483,000 0.09%
121 ILLINOIS TOOL WKS INC 3,835 470,000 0.08%
122 VANGUARD SPECIALIZED FUNDS 5,500 468,000 0.08%
123 A O SMITH 9,862 467,000 0.08%
124 ISHARES TR 12,300 458,000 0.08%
125 SOUTHERN CO 9,172 451,000 0.08%
126 SYNOVUS FINL CORP 10,854 446,000 0.08%
127 MPLX LP 12,796 443,000 0.08%
128 CELGENE CORP 3,776 437,000 0.08%
129 John Hancock Premium Dividend Fund 27,705 434,000 0.08%
130 VISA INC 5,524 431,000 0.08%
131 BROOKLINE BANCORP INC DEL COM 25,990 426,000 0.08%
132 AT&T INC 9,988 425,000 0.08%
133 SODASTREAM INTERNATIONAL LTD 10,705 423,000 0.08%
134 VANGUARD WORLD FDS 3,500 417,000 0.08%
135 MB FINL INC 8,660 409,000 0.07%
136 SUN HYDRAULICS CORP COM 10,132 405,000 0.07%
137 STANLEY BLACK &DECKER INC 3,515 403,000 0.07%
138 PRAXAIR INC 3,415 400,000 0.07%
139 ALLERGAN PLC 1,875 394,000 0.07%
140 GLOBAL PARTNERS LP 19,500 379,000 0.07%
141 VANGUARD INDEX FDS 4,446 367,000 0.07%
142 COHEN STEERS SELECT PFD 13,750 360,000 0.07%
143 PHILLIPS 66 4,139 358,000 0.06%
144 CARA THERAPEUTICS INC 38,354 356,000 0.06%
145 LOCKHEED MARTIN CORP 1,417 354,000 0.06%
146 DOW CHEM CO 6,000 343,000 0.06%
147 SSGA ACTIVE ETF TR 6,957 337,000 0.06%
148 VANGUARD INTL EQUITY INDEX F 9,400 336,000 0.06%
149 ABB LTD 15,600 329,000 0.06%
150 ABBOTT LABS 8,503 327,000 0.06%
Page 3 of 11

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-17-000126, filed 2017.01.10).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.