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Leigh Baldwin & Co., Llc

Portfolio Manager
Leigh Baldwin & Co., Llc
Performance
-5.62% (2026 Q1)
AUM (13F)
$154.49M
# of Holdings
163
Performance Rank
Allocation (Top 20)
48.91%

Leigh Baldwin & Co., Llc Holdings Map

Top 50 Leigh Baldwin & Co., Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
4.66%41.3K$7.2M
-5.45%(-2.38K)
2025-Q1: 49.7K shares2025-Q2: 45.2K shares2025-Q3: 45.2K shares2025-Q4: 43.6K shares2026-Q1: 41.3K shares
$127.94(+52.28%)
2026-03-31
DGRO
ISHARES TR
4.23%93.2K$6.5M
+3.99%(+3.58K)
2025-Q1: 64.3K shares2025-Q2: 78.6K shares2025-Q3: 85.3K shares2025-Q4: 89.6K shares2026-Q1: 93.2K shares
$63.07(+22.49%)
2026-03-31
CGGR
CAPITAL GROUP GROWTH ETF
3.67%141.1K$5.7M
+10.11%(+12.96K)
2025-Q1: 72.5K shares2025-Q2: 102.1K shares2025-Q3: 114.9K shares2025-Q4: 128.1K shares2026-Q1: 141.1K shares
$38.17(+21.91%)
2026-03-31
IWF
ISHARES TR
3.5%12.7K$5.4M
-8.94%(-1.24K)
2025-Q1: 11.1K shares2025-Q2: 14.7K shares2025-Q3: 15.9K shares2025-Q4: 13.9K shares2026-Q1: 12.7K shares
$392.66(-69.14%)
2026-03-31
CGCP
CAPITAL GRP FIXED INCM ETF T
3.01%208.1K$4.6M
+10.21%(+19.27K)
2025-Q1: 129.1K shares2025-Q2: 169.9K shares2025-Q3: 183.9K shares2025-Q4: 188.8K shares2026-Q1: 208.1K shares
$22.56(-1.18%)
2026-03-31
CGDV
CAPITAL GROUP DIVIDEND VALUE
2.96%107.6K$4.6M
+8.64%(+8.55K)
2025-Q1: 15.7K shares2025-Q2: 20.3K shares2025-Q3: 36.4K shares2025-Q4: 99.0K shares2026-Q1: 107.6K shares
$41.27(+18.60%)
2026-03-31
AAPL
APPLE INC
2.9%17.6K$4.5M
-1.33%(-237)
2025-Q1: 20.1K shares2025-Q2: 21.3K shares2025-Q3: 21.3K shares2025-Q4: 17.9K shares2026-Q1: 17.6K shares
$231.39(+33.38%)
2026-03-31
FBND
FIDELITY MERRIMACK STR TR
2.66%90.1K$4.1M
+14.90%(+11.68K)
2025-Q1: 49.7K shares2025-Q2: 69.3K shares2025-Q3: 75.5K shares2025-Q4: 78.4K shares2026-Q1: 90.1K shares
$45.72(-0.54%)
2026-03-31
FDEC
FIRST TR EXCHNG TRADED FD VI
2.38%73.9K$3.7M
+1169.50%(+68.06K)
2025-Q1: 45.5K shares2025-Q2: 46.8K shares2025-Q3: 0 shares2025-Q4: 5.8K shares2026-Q1: 73.9K shares
$49.94(+8.92%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
2.32%61.7K$3.6M
-15.33%(-11.18K)
2025-Q1: 0 shares2025-Q2: 53.6K shares2025-Q3: 62.5K shares2025-Q4: 72.9K shares2026-Q1: 61.7K shares
$53.34(+25.85%)
2026-03-31

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