Fund Holdings — LEIGH BALDWIN & CO., LLC

Total Portfolio Value
$152.13M
Total Bought
$12.45M
Total Sold
$79.16M
Net Transaction
-$66.71M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q3 2025
▲▼
Q4 2025
▲▼
Change
▲▼
Q3 2025
▲▼
Q4 2025
▲▼
Weight (%)
▲▼
Change
▲▼
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
36,43399,023+62,5901,5314,3212.84%+2,790
BLACKROCK ETF TRUST
ISHA I IN TE ETF
029,929+29,92909970.66%+997
FIDELITY COVINGTON TRUST015,176+15,17608600.57%+860
BLACKROCK ETF TRUST
ISHARES US EQUIT
62,53972,897+10,3583,7024,4332.91%+731
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
114,901128,096+13,1955,0465,6963.74%+650
AMERICAN CENTY ETF TR13,96621,199+7,2331,0491,6331.07%+584
MICRON TECHNOLOGY INC(MU)2,3053,242+9373869250.61%+539
ISHARES GOLD TR(IAU)06,605+6,60505360.35%+536
ISHARES TR
CORE DIV GRWTH
85,27089,595+4,3255,8056,2204.09%+415
ELI LILLY &CO(LLY)1,4861,434-521,1341,5411.01%+407
ISHARES TR
CORE MSCI EAFE
30,62134,388+3,7672,6743,0762.02%+402
FIDELITY COVINGTON TRUST
ENHANCED INTL
61,90370,076+8,1732,1842,5631.68%+379
BLACKROCK ETF TRUST II43,32850,419+7,0912,3072,6611.75%+354
ISHARES SILVER TR(SLV)11,19011,690+5004747530.49%+279
ALPHABET INC(GOOG)13,00810,916-2,0923,1683,4252.25%+257
DECKERS OUTDOOR CORP(DECK)02,474+2,47402560.17%+256
CATERPILLAR INC(CAT)1,0451,261+2164997220.47%+223
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0744+74402050.13%+205
ALPHABET INC(GOOG)5,4064,787-6191,3141,4980.98%+184
CORNING INC(GLW)12,11313,034+9219941,1410.75%+147
ADVANCED MICRO DEVICES INC(AMD)1,9432,118+1753144540.30%+140
SPDR S&P 500 ETF TR(SPY)4,6524,738+863,0993,2312.12%+132
FIDELITY MERRIMACK STR TR75,51678,374+2,8583,4923,6082.37%+116
ZOOM COMMUNICATIONS INC(ZM)3,8704,922+1,0523194250.28%+106
GE VERNOVA INC(GEV)2,0172,051+341,2411,3400.88%+99
CAPITAL GROUP CORE BALANCED
SHS
32,31834,510+2,1921,1221,2190.80%+97
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
183,892188,788+4,8964,1784,2742.81%+96
NUVEEN N Y MUN VALUE FD(NNY)109,571116,732+7,1619051,0000.66%+95
LAM RESEARCH CORP(LRCX)2,3002,306+63083950.26%+87
BROADCOM INC(AVGO)4,3964,415+191,4511,5281.00%+77
ISHARES TR1,5941,881+2873864630.30%+77
ISHARES TR12,87213,797+9251,0681,1430.75%+75
CISCO SYS INC(CSCO)6,4716,545+744435040.33%+61
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
12,5005,820-6,6802382980.20%+60
GILEAD SCIENCES INC(GILD)4,7644,766+25295850.38%+56
RTX CORPORATION(RTX)9,5578,994-5631,5991,6491.08%+50
VANECK ETF TRUST
SEMICONDUCTR ETF
1,4231,425+24655130.34%+48
AMGEN INC(AMGN)1,2711,223-483594000.26%+41
COCA COLA CO(KO)5,3045,597+2933523910.26%+39
GE AEROSPACE(GE)6,5016,476-251,9561,9951.31%+39
ETF SER SOLUTIONS
DEFIA QUANT ETF
6,6836,743+607017390.49%+38
SUNCOR ENERGY INC NEW(SU)8,6859,001+3163633990.26%+36
MORGAN STANLEY(MS)3,1563,022-1345025360.35%+34
SCHWAB CHARLES CORP(SCHW)2,4592,679+2202352680.18%+33
PACER FDS TR
DEVELOPED MRKT
10,72310,914+1913914220.28%+31
CONSTELLATION ENERGY CORP(CEG)1,6631,629-345475750.38%+28
MCKESSON CORP(MCK)56356304354620.30%+27
KAYNE ANDERSON ENERGY INFRST(KYN)25,07426,950+1,8763103340.22%+24
GLOBAL X FDS
ARTIFICIAL ETF
9,4679,567+1004684870.32%+19
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
6,9727,284+3123984170.27%+19
ISHARES TR2,2892,265-241,5321,5511.02%+19
VANGUARD INDEX FDS1,1801,18007237400.49%+17
BRISTOL-MYERS SQUIBB CO(BMY)10,5959,179-1,4164784950.33%+17
INVESCO QQQ TR763771+84584740.31%+16
SPX TECHNOLOGIES INC1,1451,14502142290.15%+15
JABIL INC(JBL)1,3781,37802993140.21%+15
PALANTIR TECHNOLOGIES INC(PLTR)4,1554,334+1797587700.51%+12
WASTE MGMT INC DEL(WM)4,9825,061+791,1001,1120.73%+12
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
7,5857,58504184290.28%+11
ISHARES TR
MSCI INTL QUALTY
4,5704,658+882022120.14%+10
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
12,76512,565-2006066160.40%+10
FIDELITY COVINGTON TRUST4,1814,182+12973060.20%+9
ALPS ETF TR
DYNAM US ETF
9,3379,355+185885960.39%+8
ENTERPRISE PRODS PARTNERS L(EPD)9,3019,309+82912980.20%+7
SPDR SERIES TRUST
ST STR SP REGBNK
4,1274,140+132612680.18%+7
GABELLI EQUITY TR INC(GAB)86,08486,08405245310.35%+7
ENERGY TRANSFER L P(ET)15,17416,184+1,0102602670.18%+7
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
6,0356,03503383440.23%+6
VANGUARD SPECIALIZED FUNDS1,5301,53003303360.22%+6
TRX GOLD CORPORATION(TRX)18,75018,750012170.01%+5
RYDER SYS INC(R)1,6291,62903073120.21%+5
AFFIRM HLDGS INC(AFRM)2,8942,903+92112160.14%+5
WHEATON PRECIOUS METALS CORP(WPM)4,1273,961-1664624660.31%+4
FRANKLIN TEMPLETON ETF TR
US LRG CP MLTFCT
3,9403,952+122702740.18%+4
DEERE &CO(DE)1,4471,430-176626660.44%+4
MCDONALDS CORP(MCD)1,4271,430+34344370.29%+3
GOLD ROYALTY CORP(GROY)10,05510,055039410.03%+2
ALPS ETF TR
DYNA CORE IN ETF
9,1889,296+1082092110.14%+2
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
12,74312,74302462470.16%+1
VANGUARD WHITEHALL FDS2,0331,990-432872860.19%-1
UNUM GROUP(UNM)2,6902,69002092080.14%-1
CALAMOS GBL DYN INCOME FUND(CHW)10,00010,000075740.05%-1
PACER FDS TR
US SM CAP CA ETF
5,7905,690-1002532520.17%-1
GLOBAL X FDS
RUSSELL 2000
10,45210,047-4051571540.10%-3
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
13,94813,768-1802682640.17%-4
CONOCOPHILLIPS(COP)3,2893,277-123113070.20%-4
FERGUSON ENTERPRISES INC(FERG)919906-132062020.13%-4
ISHARES TR12,07712,049-281,1651,1590.76%-6
SELECT SECTOR SPDR TR
ST STR UTIL ETF
3,3956,793+3,3982962900.19%-6
ABRDN ASIA PACIFIC INCOME FU14,88115,365+4842422360.16%-6
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
6,3196,178-1412812740.18%-7
BELDEN INC1,9401,94002332260.15%-7
EXELON CORP(EXC)6,6866,725+393012930.19%-8
BOEING CO(BA)3,1411,431-1,7103193110.20%-8
DUKE ENERGY CORP NEW(DUK)2,8242,911+873503410.22%-9
NORFOLK SOUTHN CORP(NSC)785786+12362270.15%-9
ABBVIE INC(ABBV)1,7221,702-203993890.26%-10
SELECT SECTOR SPDR TR
ST STR FINL ETF
4,2493,999-2502292190.14%-10
ISHARES TR8,7938,555-2382782650.17%-13
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
8,5077,885-6222842700.18%-14
Page 1 of 3
LEIGH BALDWIN & CO., LLC — 13F Holdings — Q4 2025 | TickerTrail