LEIGH BALDWIN & CO., LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LB LEIGH BALDWIN & CO., LLC | Institutional Filer | ▼ 55.63% | $152.1M | 162 |
Current Portfolio Holdings
Showing all 162 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 44K | $8.1M | 5.35% |
| 2 | IWF | ISHARES TR | — | 14K | $6.6M | 4.33% |
| 3 | DGRO | ISHARES TR | — | 90K | $6.2M | 4.09% |
| 4 | CGGR | CAPITAL GROUP GROWTH ETF | — | 128K | $5.7M | 3.74% |
| 5 | AAPL | Apple Inc. | Technology | 18K | $4.9M | 3.19% |
| 6 | DYNF | BLACKROCK ETF TRUST | — | 73K | $4.4M | 2.91% |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 99K | $4.3M | 2.84% |
| 8 | CGCP | CAPITAL GRP FIXED INCM ETF T | — | 189K | $4.3M | 2.81% |
| 9 | MSFT | Microsoft Corporation | Technology | 8K | $3.7M | 2.41% |
| 10 | FBND | FIDELITY MERRIMACK STR TR | — | 78K | $3.6M | 2.37% |
| 11 | GOOG | Alphabet Inc. | Technology | 11K | $3.4M | 2.25% |
| 12 | SPY | SPDR S&P 500 ETF Trust | — | 5K | $3.2M | 2.12% |
| 13 | IEFA | ISHARES TR | — | 34K | $3.1M | 2.02% |
| 14 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 13K | $3.0M | 1.98% |
| 15 | BINC | BLACKROCK ETF TRUST II | — | 50K | $2.7M | 1.75% |
Showing 1 to 15 of 162 holdings