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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
501 SOUTHWESTERN ENERGY CO 100 1,000 0.00%
502 EDWARDS LIFESCIENCES CORP 8 1,000 0.00%
503 MICROSEMI CORP 15 1,000 0.00%
504 GENERAL MOLY INC 5,750 1,000 0.00%
505 POWERSHARES ETF WILDER HILL CLEAN ENERGY PORTFOLIO 400 1,000 0.00%
506 IDEXX LAB 9 1,000 0.00%
507 AMPHENOL CORP NEW 22 1,000 0.00%
508 ADVANSIX INC 40 1,000 0.00%
509 ATLANTICUS HLDGS CORP 150 0 0.00%
510 CBS CORP NEW 3 0 0.00%
511 SEADRILL LIMITED 47 0 0.00%
512 SAFEGUARD SCIENTIFICS INCORPORATED COM NEW 1 0 0.00%
513 SILVER WHEATON CORP 13 0 0.00%
514 AEGON N V 2 0 0.00%
515 REAL GOODS SOLAR INC 37 0 0.00%
516 QUALITY CARE PPTYS INC 20 0 0.00%
517 TELEFONICA BRASIL SA 9 0 0.00%
518 MEAD JOHNSON NUTRITI 6 0 0.00%
519 VIACOM INC NEW 3 0 0.00%
520 MANCHESTER UTD PLC NEW ORD CL A 10 0 0.00%
Page 11 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.