StockDriftsStockDriftsTop 50 Baldwin Wealth Partners Llc/Ma Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.49% | 352.2K | $89.4M | -6.83%(-25.84K) | $73.45(+286.90%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 6.13% | 293.6K | $84.4M | -15.14%(-52.41K) | $40.74(+853.52%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 5.74% | 1.47M | $79.0M | +0.87%(+12.62K) | $53.27(+0.25%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.7% | 450.3K | $78.5M | -5.58%(-26.61K) | $43.82(+348.40%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.73% | 312.6K | $65.1M | -7.31%(-24.65K) | $53.66(+409.75%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.02% | 149.5K | $55.4M | -10.70%(-17.91K) | $132.26(+211.04%) | 2026-03-31 | |
| TIP | ISHARES TR | 3.16% | 394.2K | $43.5M | -14.37%(-66.18K) | $113.46(-2.10%) | 2026-03-31 | |
| KLAC | KLA CORP | 2.84% | 26.6K | $39.1M | -13.41%(-4.11K) | $359.40(+382.17%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.69% | 86.0K | $37.0M | +7.26%(+5.82K) | $214.51(+94.99%) | 2026-03-31 | |
| V | VISA INC | 2.46% | 111.9K | $33.8M | -6.67%(-8.00K) | $106.38(+202.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.52% | +62.31% |
| Top 20 Holdings Unweighted | +16.72% | +59.01% |
Sign up free to track Baldwin Wealth Partners Llc/Ma, compare funds side by side, and get alerts the moment positions change.