Fund HoldingsLEIGH BALDWIN & CO., LLC

Total Portfolio Value
$152.08M
Total Bought
$32.74M
Total Sold
$10.06M
Net Transaction
+$22.68M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
BLACKROCK ETF TRUST
ISHARES US EQUIT
053,633+53,63302,9211.92%+2,921
ISHARES TR11,07414,673+3,5993,9996,2304.10%+2,231
FIDELITY COVINGTON TRUST
ENHANCED INTL
056,134+56,13401,8671.23%+1,867
NVIDIA CORPORATION(NVDA)045,168+45,16807,1364.69%+7,136
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
72,490102,065+29,5752,4834,1492.73%+1,666
ISHARES TR
CORE DIV GRWTH
64,28478,568+14,2843,9715,0243.30%+1,052
MICROSOFT CORP(MSFT)07,213+7,21303,5882.36%+3,588
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
129,074169,911+40,8372,8983,8232.51%+925
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
45,90057,329+11,4292,6873,5972.37%+910
FIDELITY MERRIMACK STR TR49,65469,345+19,6912,2673,1732.09%+906
VEEVA SYS INC(VEEV)15,50415,554+503,5914,4792.95%+888
BLACKROCK ETF TRUST II21,34537,955+16,6101,1182,0061.32%+887
ISHARES TR
CORE MSCI EAFE
22,44728,971+6,5241,6982,4181.59%+720
AMAZON COM INC(AMZN)017,149+17,14903,7622.47%+3,762
DOCUSIGN INC(DOCU)05,196+5,19606060.40%+606
GILEAD SCIENCES INC(GILD)04,663+4,66305170.34%+517
META PLATFORMS INC(META)01,122+1,12208280.54%+828
UBER TECHNOLOGIES INC(UBER)2,7827,422+4,6402036920.46%+490
ALPHABET INC(GOOG)013,216+13,21602,3441.54%+2,344
BROADCOM INC(AVGO)04,371+4,37101,2050.79%+1,205
ISHARES TR6,45011,647+5,1975349650.63%+431
CAPITAL GROUP CORE BALANCED
SHS
19,78030,925+11,1456131,0340.68%+421
FIDELITY COVINGTON TRUST03,734+3,73407360.48%+736
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
04,631+4,63103500.23%+350
AMERICAN CENTY ETF TR9,10912,756+3,6475488740.57%+326
AMERICAN CENTY ETF TR15,81522,555+6,7407391,0620.70%+322
PALANTIR TECHNOLOGIES INC(PLTR)2,4803,805+1,3252095190.34%+309
VIRTUS ARTIFICIAL INTELLIGEN(AIO)012,436+12,43603090.20%+309
DUKE ENERGY CORP NEW(DUK)02,607+2,60703080.20%+308
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
6,50012,765+6,2652705710.38%+302
INNOVATOR ETFS TRUST
US EQTY PWR BUF
06,875+6,87503010.20%+301
JABIL INC(JBL)01,378+1,37803010.20%+301
ISHARES TR08,215+8,21501,5501.02%+1,550
EATON CORP PLC(ETN)02,117+2,11707560.50%+756
AEROVIRONMENT INC01,003+1,00302860.19%+286
NRG ENERGY INC(NRG)6,0795,348-7315808590.56%+279
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
06,303+6,30302770.18%+277
GENERAL MLS INC(GIS)05,249+5,24902720.18%+272
SUPER MICRO COMPUTER INC(SMCI)05,500+5,50002700.18%+270
ARM HOLDINGS PLC01,635+1,63502640.17%+264
ETF SER SOLUTIONS
DEFIA QUANT ETF
4,6316,433+1,8023455910.39%+245
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
15,72120,346+4,6255608030.53%+243
SCHWAB CHARLES CORP(SCHW)02,625+2,62502400.16%+240
CONSTELLATION ENERGY CORP(CEG)1,4271,628+2012885250.35%+238
GRAYSCALE BITCOIN TRUST ETF(GBTC)07,870+7,87006680.44%+668
NETFLIX INC(NFLX)0171+17102290.15%+229
BELDEN INC01,940+1,94002250.15%+225
LAM RESEARCH CORP(LRCX)02,300+2,30002240.15%+224
ISHARES TR02,021+2,02102230.15%+223
CVS HEALTH CORP(CVS)6,5489,653+3,1054446660.44%+222
SPOTIFY TECHNOLOGY S A(SPOT)0279+27902140.14%+214
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
45,47046,818+1,3481,9742,1851.44%+211
FERGUSON ENTERPRISES INC(FERG)0947+94702060.14%+206
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
05,503+5,50302030.13%+203
AFFIRM HLDGS INC(AFRM)02,894+2,89402000.13%+200
ALPHABET INC(GOOG)05,172+5,17209110.60%+911
CORNING INC(GLW)014,508+14,50807630.50%+763
VANECK ETF TRUST
SEMICONDUCTR ETF
1,0381,413+3752203940.26%+175
PAYCHEX INC(PAYX)03,750+3,75005460.36%+546
GLOBAL X FDS
ARTIFICIAL ETF
6,6509,401+2,7512424110.27%+169
WALMART INC(WMT)014,668+14,66801,4340.94%+1,434
JPMORGAN CHASE &CO.(JPM)02,752+2,75207980.52%+798
ISHARES TR1,9692,039+701,1061,2660.83%+160
BANK AMERICA CORP020,934+20,93409910.65%+991
CATERPILLAR INC(CAT)01,005+1,00503900.26%+390
INTERNATIONAL BUSINESS MACHS(IBM)2,1922,285+935456740.44%+128
SPDR SERIES TRUST
ST STR P500GRW
8,2578,229-286647840.52%+121
CISCO SYS INC(CSCO)05,160+5,16003580.24%+358
PNC FINL SVCS GROUP INC(PNC)08,212+8,21201,5311.01%+1,531
PALO ALTO NETWORKS INC(PANW)02,901+2,90105940.39%+594
ISHARES TR9,8099,969+1608028910.59%+89
ROYAL CARIBBEAN GROUP
COM
01,144+1,14403580.24%+358
INNOVATOR ETFS TRUST
US EQTY PWR BUF
027,900+27,90001,0540.69%+1,054
UNITED RENTALS INC(URI)0667+66705030.33%+503
SPDR S&P 500 ETF TR(SPY)4,8984,559-3392,7402,8171.85%+76
BERKSHIRE HATHAWAY INC DEL1,9142,247+3331,0201,0910.72%+72
LOCKHEED MARTIN CORP(LMT)02,009+2,00909300.61%+930
INNOVATOR ETFS TRUST
US EQTY PWR BUF
9,47510,525+1,0503514180.28%+68
SPDR SERIES TRUST
ST STR P500ETF
015,797+15,79701,1480.76%+1,148
VANGUARD INDEX FDS1,1791,180+16066700.44%+64
HONEYWELL INTL INC(HON)02,479+2,47905770.38%+577
INNOVATOR ETFS TRUST
US SML CP PWR B
011,200+11,20003270.22%+327
ENERGY TRANSFER L P(ET)015,666+15,66602840.19%+284
ABRDN ASIA PACIFIC INCOME FU10,17213,229+3,0571602110.14%+51
WHEATON PRECIOUS METALS CORP(WPM)4,1244,127+33203710.24%+50
ALPS ETF TR
DYNAM US ETF
09,318+9,31805410.36%+541
INVESCO EXCH TRADED FD TR II
S&P MDCP 400 REV
04,855+4,85505680.37%+568
SELECT SECTOR SPDR TR
ST STR UTIL ETF
04,212+4,21203440.23%+344
VANGUARD INTL EQUITY INDEX F6,5776,895+3182983410.22%+43
RTX CORPORATION(RTX)3,1433,145+24164590.30%+43
ZOOM COMMUNICATIONS INC(ZM)03,405+3,40502660.17%+266
HOME DEPOT INC(HD)02,071+2,07107590.50%+759
COSTCO WHSL CORP NEW(COST)1,0401,036-49841,0260.67%+42
ISHARES TR01,792+1,79203870.25%+387
GOLDMAN SACHS GROUP INC(GS)380346-342082450.16%+37
FIDELITY COVINGTON TRUST4,1794,181+22352710.18%+36
CITIGROUP INC(C)5,5235,026-4973924280.28%+36
SPDR SERIES TRUST
ST STR SP600GRWO
05,820+5,82005170.34%+517
MCKESSON CORP(MCK)56356303794130.27%+34
RYDER SYS INC(R)01,709+1,70902720.18%+272
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