Fund HoldingsLEIGH BALDWIN & CO., LLC

Total Portfolio Value
$154.49M
Total Bought
$18.45M
Total Sold
$16.80M
Net Transaction
+$1.65M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
5,82073,885+68,0652983,6742.38%+3,376
BLACKROCK ETF TRUST
ISHA LA CORE ETF
041,523+41,52301,7051.10%+1,705
FIRST TR EXCHANGE-TRADED FD0100,265+100,26501,6811.09%+1,681
MICRON TECHNOLOGY INC(MU)3,2425,013+1,7719251,6941.10%+769
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
08,297+8,29701,5921.03%+1,592
BLACKROCK ETF TRUST
ISHARES DEFENSE
019,385+19,38506340.41%+634
ALPS ETF TR
DYNAM US ETF
08,179+8,17905130.33%+513
FIDELITY MERRIMACK STR TR78,37490,051+11,6773,6084,1082.66%+500
AMERICAN CENTY ETF TR21,19925,679+4,4801,6332,0691.34%+436
STEEL DYNAMICS INC(STLD)02,360+2,36004250.27%+425
SELECT SECTOR SPDR TR
ST STR ENERG ETF
06,195+6,19503800.25%+380
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
188,788208,060+19,2724,2744,6483.01%+374
EXXON MOBIL CORP07,011+7,01101,1900.77%+1,190
FIDELITY COVINGTON TRUST
ENHANCED INTL
70,07677,648+7,5722,5632,8881.87%+325
ISHARES TR
CORE DIV GRWTH
89,59593,174+3,5796,2206,5394.23%+319
CARDINAL HEALTH INC(CAH)01,484+1,48403140.20%+314
BLACKROCK ETF TRUST
ISHA I IN TE ETF
29,92939,000+9,0719971,2850.83%+288
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
99,023107,578+8,5554,3214,5762.96%+255
ARM HOLDINGS PLC01,635+1,63502470.16%+247
LOCKHEED MARTIN CORP(LMT)02,072+2,07201,2520.81%+1,252
GE VERNOVA INC(GEV)2,0511,801-2501,3401,5721.02%+232
BANK NEW YORK MELLON CORP01,952+1,95202320.15%+232
BLACKROCK ETF TRUST II50,41955,683+5,2642,6612,8921.87%+231
CIRRUS LOGIC INC(CRUS)01,545+1,54502230.14%+223
VALERO ENERGY CORP(VLO)0855+85502110.14%+211
ALPS ETF TR
DYNA CORE IN ETF
09,396+9,39602100.14%+210
INTEL CORP(INTC)04,756+4,75602100.14%+210
KIMBERLY-CLARK CORP(KMB)02,162+2,16202090.14%+209
SUNCOR ENERGY INC NEW(SU)9,0018,900-1013995880.38%+189
CATERPILLAR INC(CAT)1,2611,267+67228980.58%+176
COSTCO WHOLESALE CORPORATION(COST)0842+84208390.54%+839
CHEVRON CORPORATION(CVX)02,947+2,94706100.39%+610
SPDR GOLD TR(GLD)02,411+2,41101,0370.67%+1,037
ISHARES TR
CORE MSCI EAFE
34,38835,622+1,2343,0763,2252.09%+149
RIOT PLATFORMS INC(RIOT)011,000+11,00001360.09%+136
CONOCOPHILLIPS(COP)3,2773,279+23074330.28%+126
ISHARES GOLD TR(IAU)6,6057,240+6355366380.41%+102
TESLA INC(TSLA)04,759+4,75901,7691.15%+1,769
VERIZON COMMUNICATIONS INC(VZ)011,876+11,87605960.39%+596
KAYNE ANDERSON ENERGY INFRST(KYN)26,95029,481+2,5313344210.27%+87
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
74474402052910.19%+86
MERCK &CO INC(MRK)05,564+5,56406690.43%+669
JOHNSON &JOHNSON(JNJ)02,175+2,17505320.34%+532
GILEAD SCIENCES INC(GILD)4,7664,768+25856640.43%+79
DEERE &CO(DE)1,4301,319-1116667430.48%+77
PFIZER INC(PFE)019,788+19,78805560.36%+556
EATON CORP PLC(ETN)01,785+1,78506390.41%+639
WASTE MGMT INC DEL(WM)5,0615,135+741,1121,1800.76%+68
FIDELITY COVINGTON TRUST15,17616,769+1,5938609260.60%+66
WALMART INC(WMT)011,542+11,54201,4340.93%+1,434
ISHARES SILVER TR(SLV)11,69011,990+3007538170.53%+64
BRISTOL-MYERS SQUIBB CO(BMY)9,1799,178-14955570.36%+62
DUKE ENERGY CORP NEW(DUK)03,012+3,01203940.26%+394
WHEATON PRECIOUS METALS CORP(WPM)3,9613,96104665190.34%+53
ENTERPRISE PRODS PARTNERS L(EPD)9,3099,266-432983510.23%+53
JABIL INC(JBL)1,3781,37803143660.24%+52
ISHARES TR13,79714,472+6751,1431,1950.77%+52
PACER FDS TR
DEVELOPED MRKT
10,91411,156+2424224730.31%+51
ADVANCED MICRO DEVICES INC(AMD)2,1182,477+3594545040.33%+50
ENERGY TRANSFER L P(ET)16,18416,394+2102673160.20%+49
COCA COLA CO(KO)5,5975,759+1623914380.28%+47
VANECK ETF TRUST
SEMICONDUCTR ETF
1,4251,455+305135580.36%+45
FREEPORT MCMORAN INC(FCX)4,2444,376+1322162570.17%+41
EXELON CORP(EXC)06,761+6,76103310.21%+331
SELECT SECTOR SPDR TR
ST STR INDL ETF
1,4751,650+1752292670.17%+38
ZOOM COMMUNICATIONS INC(ZM)4,9225,732+8104254610.30%+36
SOUTHERN CO(SO)03,056+3,05602950.19%+295
MCDONALDS CORP(MCD)1,4301,497+674374650.30%+28
MCKESSON CORP(MCK)56356304624870.32%+25
PROCTER &GAMBLE CO(PG)02,507+2,50703620.23%+362
RTX CORPORATION(RTX)8,9948,661-3331,6491,6711.08%+22
RYDER SYS INC(R)1,6291,62903123330.22%+21
AMGEN INC(AMGN)1,2231,192-314004190.27%+19
AT&T INC(T)014,686+14,68604260.28%+426
NBT BANCORP INC(NBTB)015,210+15,21006480.42%+648
PALO ALTO NETWORKS INC(PANW)02,729+2,72904380.28%+438
TRX GOLD CORPORATION18,75018,750017280.02%+11
ISHARES TR1,8811,912+314634740.31%+11
VANGUARD WHITEHALL FDS1,9901,99002862950.19%+9
SPDR SERIES TRUST
ST STR SP REGBNK
4,1404,240+1002682760.18%+8
NUCOR CORP(NUE)1,2401,242+22022100.14%+8
ISHARES TR
MSCI INTL QUALTY
4,6584,689+312122170.14%+5
CISCO SYS INC(CSCO)6,5456,546+15045080.33%+4
PACER FDS TR
US SM CAP CA ETF
5,6905,69002522550.17%+3
NORFOLK SOUTHN CORP(NSC)0801+80102300.15%+230
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
08,052+8,05202720.18%+272
GABELLI EQUITY TR INC086,090+86,090010.00%+1
NUVEEN N Y MUN VALUE FD116,732119,818+3,0861,0001,0000.65%0
SPX TECHNOLOGIES INC1,1451,14502292290.15%-0
CALAMOS GBL DYN INCOME FUND10,00010,000074730.05%-1
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
6,0356,03503443410.22%-3
BELDEN INC01,940+1,94002230.14%+223
JPMORGAN CHASE &CO(JPM)02,259+2,25906650.43%+665
ROYAL CARIBBEAN GROUP
COM
01,052+1,05202890.19%+289
NUVEEN PFD &INCOME OPPORTUN(JPC)010,538+10,5380790.05%+79
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
12,74312,74302472420.16%-5
INVESCO EXCHANGE TRADED FD T
FINL PFD ETF
012,500+12,50001720.11%+172
GOLD ROYALTY CORP10,05510,055041360.02%-5
ISHARES TR08,574+8,57402600.17%+260
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
7,5857,58504294240.27%-5
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