Fund Holdings — LEIGH BALDWIN & CO., LLC

Total Portfolio Value
$219.65M
Total Bought
$69.42M
Total Sold
$5.90M
Net Transaction
+$63.53M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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AMERICAN CENTY ETF TR22,555174,991+152,4361,0626,4862.95%+5,424
CAPITAL GROUP INTL FOCUS EQT
SHS CREAT UNIT
031,945+31,94502,3021.05%+2,302
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
4,41545,845+41,4302162,3801.08%+2,163
ZOOM COMMUNICATIONS INC(ZM)3,40555,710+52,3052662,2371.02%+1,971
GE AEROSPACE(GE)06,501+6,50101,9560.89%+1,956
INNOVATOR ETFS TRUST
INTRNL DEV APRL
08,972+8,97201,7540.80%+1,754
GENERAL MLS INC(GIS)5,24945,950+40,7012721,9410.88%+1,669
KEYCORP(KEY)05,081+5,08101,6580.75%+1,658
TESLA INC(TSLA)4,4386,206+1,7681,4102,7601.26%+1,350
NVIDIA CORPORATION(NVDA)45,16845,244+767,1368,4423.84%+1,306
GE VERNOVA INC(GEV)02,017+2,01701,2410.56%+1,241
ISHARES TR14,67315,924+1,2516,2307,4593.40%+1,229
RTX CORPORATION(RTX)3,1459,557+6,4124591,5990.73%+1,140
APPLE INC(AAPL)21,25221,329+774,3605,4312.47%+1,071
KRAFT HEINZ CO(KHC)026,761+26,76101,0200.46%+1,020
NIKE INC(NKE)019,206+19,20609830.45%+983
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
102,065114,901+12,8364,1495,0462.30%+898
FREEPORT-MCMORAN INC(FCX)023,959+23,95908270.38%+827
ALPHABET INC(GOOG)13,21613,008-2082,3443,1681.44%+824
ISHARES TR
CORE DIV GRWTH
78,56885,270+6,7025,0245,8052.64%+782
BLACKROCK ETF TRUST
ISHARES US EQUIT
53,63362,539+8,9062,9213,7021.69%+781
INNOVATOR ETFS TRUST
EMRGNG MKT APRIL
06,635+6,63507630.35%+763
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
20,34636,433+16,0878031,5310.70%+728
CHIPOTLE MEXICAN GRILL INC(CMG)03,662+3,66206480.29%+648
FIDELITY COVINGTON TRUST08,285+8,28506320.29%+632
ALLSTATE CORP(ALL)02,905+2,90506240.28%+624
PEPSICO INC(PEP)08,451+8,45106010.27%+601
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
025,465+25,46505680.26%+568
ISHARES U S ETF TR
SHOR MAT MUN ETF
09,627+9,62705360.24%+536
INNOVATOR ETFS TRUST
INTRNL DEV JULY
012,580+12,58005050.23%+505
KITE RLTY GROUP TR(KRG)08,201+8,20105030.23%+503
MORGAN STANLEY(MS)03,156+3,15605020.23%+502
CIRRUS LOGIC INC(CRUS)010,221+10,22104790.22%+479
3M CO(MMM)010,391+10,39104790.22%+479
DISNEY WALT CO(DIS)04,181+4,18104790.22%+479
ALIBABA GROUP HLDG LTD(BABA)05,770+5,77004680.21%+468
TIDEWATER INC NEW(TDW)011,262+11,26204660.21%+466
COMCAST CORP NEW(CCZ)03,263+3,26304510.21%+451
SELECT SECTOR SPDR TR
ST STR REAL ETF
07,833+7,83304490.20%+449
PIMCO CORPORATE &INCOME OPP(PTY)010,839+10,83904280.19%+428
CONSOLIDATED EDISON INC(ED)05,658+5,65804110.19%+411
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
08,367+8,36704100.19%+410
ALPHABET INC(GOOG)5,1725,406+2349111,3140.60%+403
DOW INC(DOW)09,529+9,52904030.18%+403
KINDER MORGAN INC DEL(KMI)08,234+8,23404020.18%+402
CADENCE BANK017,552+17,55203960.18%+396
MICRON TECHNOLOGY INC(MU)02,305+2,30503860.18%+386
SPDR SERIES TRUST
ST STR SP HOME
08,501+8,50103850.18%+385
ARCHER AVIATION INC(ACHR)09,411+9,41103770.17%+377
PACER FDS TR
US CASH COWS 100
08,540+8,54003700.17%+370
DEVON ENERGY CORP NEW(DVN)011,054+11,05403570.16%+357
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
169,911183,892+13,9813,8234,1781.90%+355
COREWEAVE INC(CRWV)02,500+2,50003420.16%+342
PACER FDS TR
US LRG CP CASH
014,300+14,30003410.16%+341
MICROSOFT CORP(MSFT)7,2137,582+3693,5883,9271.79%+339
WELLS FARGO CO NEW(WFC)011,118+11,11803370.15%+337
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
57,32958,379+1,0503,5973,9271.79%+330
VANECK ETF TRUST
HIGH YLD MUNIETF
04,833+4,83303230.15%+323
METLIFE INC(MET)04,909+4,90903210.15%+321
FIDELITY MERRIMACK STR TR69,34575,516+6,1713,1733,4921.59%+319
BOEING CO(BA)03,141+3,14103190.15%+319
FIDELITY COVINGTON TRUST
ENHANCED INTL
56,13461,903+5,7691,8672,1840.99%+317
NUVEEN TAXABLE MUNICPAL INM(NBB)04,963+4,96303140.14%+314
ADVANCED MICRO DEVICES INC(AMD)01,943+1,94303140.14%+314
PPL CORP(PPL)05,467+5,46703100.14%+310
WATERSTONE FINL INC MD(WSBF)03,729+3,72903010.14%+301
BLACKROCK ETF TRUST II37,95543,328+5,3732,0062,3071.05%+301
ELI LILLY &CO(LLY)1,0791,486+4078411,1340.52%+293
TARGET CORP(TGT)05,895+5,89502880.13%+288
FIDELITY COVINGTON TRUST04,329+4,32902860.13%+286
SPDR S&P 500 ETF TR(SPY)4,5594,652+932,8173,0991.41%+283
NUCOR CORP(NUE)05,737+5,73702820.13%+282
UNITEDHEALTH GROUP INC(UNH)0806+80602780.13%+278
MARVELL TECHNOLOGY INC(MRVL)04,435+4,43502770.13%+277
FIDELITY COVINGTON TRUST08,161+8,16102770.13%+277
INNOVATOR ETFS TRUST
INTL DEVELOPED
04,686+4,68602740.12%+274
ISHARES TR2,0392,289+2501,2661,5320.70%+266
AMBARELLA INC(AMBA)02,762+2,76202660.12%+266
INNOVATOR ETFS TRUST
US EQTY PWR BF
06,250+6,25002650.12%+265
SPDR SERIES TRUST
ST STR SP REGBNK
04,127+4,12702610.12%+261
INNOVATOR ETFS TRUST
INTERNATIONAL DV
04,583+4,58302610.12%+261
BLACKROCK TAX MUNICPAL BD TR(BBN)03,259+3,25902570.12%+257
INVESCO EXCH TRADED FD TR II04,012+4,01202570.12%+257
WARNER BROS DISCOVERY INC(WBD)09,624+9,62402560.12%+256
ISHARES TR
CORE MSCI EAFE
28,97130,621+1,6502,4182,6741.22%+255
ALCOA CORP(AA)03,742+3,74202540.12%+254
FRANKLIN TEMPLETON ETF TR
US CORE BOND ETF
03,867+3,86702500.11%+250
BANK NEW YORK MELLON CORP03,867+3,86702470.11%+247
BROADCOM INC(AVGO)4,3714,396+251,2051,4510.66%+246
FIDELITY COVINGTON TRUST04,472+4,47202450.11%+245
OCCIDENTAL PETE CORP(OXY)03,286+3,28602440.11%+244
ISHARES TR8,2158,559+3441,5501,7910.82%+242
PALANTIR TECHNOLOGIES INC(PLTR)3,8054,155+3505197580.35%+239
DELL TECHNOLOGIES INC(DELL)04,968+4,96802390.11%+239
INNOVATOR ETFS TRUST
US EQTY PWR BUF
03,896+3,89602370.11%+237
NORFOLK SOUTHN CORP(NSC)0785+78502360.11%+236
GRAYSCALE ETHEREUM TRUST ETF(ETHE)06,473+6,47302360.11%+236
JOHNSON &JOHNSON(JNJ)5,8696,100+2318961,1310.52%+235
ABBOTT LABS04,980+4,98002320.11%+232
CORNING INC(GLW)14,50812,113-2,3957639940.45%+231
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LEIGH BALDWIN & CO., LLC — 13F Holdings — Q3 2025 | TickerTrail