Avoid Fraud, Get The Facts, And Find The Best
Legal Name: BALDWIN INVESTMENT MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 6, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
BERKSHIRE HATHAWAY (084670108)
|
591 |
$188,145k |
|
|
Apple Inc (037833100)
|
21,415 |
$4,238k |
|
|
MICROSOFT CORP (594918104)
|
28,262 |
$3,786k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
30,841 |
$3,448k |
|
|
Amazon.com Inc (023135106)
|
1,780 |
$3,371k |
|
|
BERKSHIRE HATHAWAY CL B (084670207)
|
15,640 |
$3,334k |
|
|
METTLER TOLEDO INTL (592688105)
|
3,836 |
$3,222k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
10,435 |
$3,057k |
|
|
VISA INC COM CL A (92826C839)
|
17,605 |
$3,055k |
|
|
ENTERPRISE PRODS (293792107)
|
103,641 |
$2,992k |
|
|
ADOBE INC (00724F101)
|
8,800 |
$2,593k |
|
|
COSTCO WHSL CORP (22160K105)
|
9,435 |
$2,493k |
|
|
DANAHER CORP (235851102)
|
17,225 |
$2,462k |
|
|
ZOETIS INC (98978V103)
|
21,543 |
$2,445k |
|
|
STARBUCKS CORP (855244109)
|
28,700 |
$2,406k |
|
|
NIKE INC (654106103)
|
26,898 |
$2,258k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
12,041 |
$2,225k |
|
|
Thermo Fisher Scientific Inc (883556102)
|
7,280 |
$2,138k |
|
|
FISERV INC (337738108)
|
22,500 |
$2,051k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
9,800 |
$2,004k |
|
|
ABBVIE INC (00287Y109)
|
27,168 |
$1,976k |
|
|
Exxon Mobil Corp (30231G102)
|
25,352 |
$1,943k |
|
|
BlackRock, Inc. (09247X101)
|
4,100 |
$1,924k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
24,205 |
$1,895k |
|
|
CELGENE CORP (151020104)
|
20,185 |
$1,866k |
|
|
UNION PAC CORP (907818108)
|
10,601 |
$1,793k |
|
|
BROADCOM LTD (Y09827109)
|
5,997 |
$1,726k |
|
|
ONEOK Inc (682680103)
|
25,052 |
$1,724k |
|
|
LAM RESEARCH CORP (512807108)
|
9,140 |
$1,717k |
|
|
ABBOTT LABS (002824100)
|
20,194 |
$1,698k |
|
|
FORTIVE CORPORATION (34959J108)
|
20,276 |
$1,653k |
|
|
Autodesk Inc (052769106)
|
9,728 |
$1,585k |
|
|
Intercontinental Exchange Inc (45866F104)
|
18,170 |
$1,562k |
|
|
JOHNSON & JOHNSON (478160104)
|
11,201 |
$1,560k |
|
|
TRACTOR SUPPLY CO (892356106)
|
14,235 |
$1,549k |
|
|
INSPERITY INC COM (45778Q107)
|
12,480 |
$1,524k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
6,865 |
$1,405k |
|
|
Celanese (CE) (150870103)
|
12,800 |
$1,380k |
|
|
CAPITAL ONE FINL CO (14040H105)
|
14,757 |
$1,339k |
|
|
ENVIVA PARTNERS LP (29414J107)
|
41,775 |
$1,313k |
|
|
ALPHABET INC (02079K305)
|
1,211 |
$1,311k |
|
|
Customers Bancorp, Inc. (23204G100)
|
61,477 |
$1,291k |
|
|
VULCAN MATERIALS CO (929160109)
|
8,995 |
$1,235k |
|
|
HOME DEPOT INC (437076102)
|
5,850 |
$1,217k |
|
|
CONSTELLATION BRANDS (21036P108)
|
6,040 |
$1,190k |
|
|
MONDELEZ INTL INC (609207105)
|
22,018 |
$1,187k |
|
|
LOWES CO (548661107)
|
11,725 |
$1,183k |
|
|
TAL EDUCATION GROUP SPON ADS EACH REP 0.3333 CL A ORD SHS (874080104)
|
30,837 |
$1,175k |
|
|
Boeing Co/The (097023105)
|
3,050 |
$1,110k |
|
|
3M CO (88579Y101)
|
6,291 |
$1,090k |
|
|
YUM BRANDS INC (988498101)
|
9,805 |
$1,085k |
|
|
NVIDIA Corp (67066G104)
|
6,530 |
$1,072k |
|
|
UNITED TECHNOLOGIES (913017109)
|
7,935 |
$1,033k |
|
|
Alphabet Inc (02079K107)
|
945 |
$1,021k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
17,656 |
$1,009k |
|
|
PRUDENTIAL FINL (744320102)
|
9,972 |
$1,007k |
|
|
Linde PLC (G5494J103)
|
4,975 |
$999k |
|
|
PRICE T ROWE GROUP INC (74144t108)
|
9,100 |
$998k |
|
|
Infosys Technologies (456788108)
|
89,862 |
$962k |
|
|
INTEL CORP (458140100)
|
19,665 |
$941k |
|
|
SEI INVESTMENTS CO (784117103)
|
16,380 |
$919k |
|
|
FEDEX CORP (31428X106)
|
5,557 |
$912k |
|
|
VANGUARD INDEX FDS MCAP GR IDXVIP (922908538)
|
6,065 |
$906k |
|
|
PROCTER & GAMBLE CO (742718109)
|
7,865 |
$862k |
|
|
Royal Dutch Shell PLC (780259206)
|
13,010 |
$847k |
|
|
ICICI BANK LIMITED SPON ADR EACH REPR 2 ORD SHS (45104G104)
|
67,031 |
$844k |
|
|
Schlumberger Ltd (806857108)
|
21,080 |
$838k |
|
|
CVS HEALTH CORP (126650100)
|
15,190 |
$828k |
|
|
NEXTERA ENERGY INC (65339F101)
|
3,974 |
$814k |
|
|
TEXAS PAC LD TR (882610108)
|
1,000 |
$787k |
|
|
RAYTHEON (755111507)
|
4,460 |
$776k |
|
|
Taiwan Semiconductor Manufactu (874039100)
|
19,210 |
$752k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
6,670 |
$743k |
|
|
WELLS FARGO CO NEW (949746101)
|
15,468 |
$732k |
|
|
Diamondback Energy Inc (25278X109)
|
6,631 |
$723k |
|
|
NOVO-NORDISK AS (670100205)
|
14,136 |
$722k |
|
|
PEPSICO INC (713448108)
|
5,485 |
$719k |
|
|
VANGUARD GROUP (921908844)
|
6,075 |
$700k |
|
|
RYDEX ETF TRUST (78355W106)
|
6,452 |
$696k |
|
|
ITAU UNIBANCO HLDG SA (465562106)
|
71,308 |
$672k |
|
|
LEAR CORP (521865204)
|
4,650 |
$648k |
|
|
Bank of America Corp. (060505104)
|
21,925 |
$636k |
|
|
AIR PRODS & CHEMS INC (009158106)
|
2,800 |
$634k |
|
|
TAKEDA PHARMACEUTICAL CO LTD (874060205)
|
35,634 |
$631k |
|
|
BROOKFIELD RENEWABLE (G16258108)
|
18,221 |
$630k |
|
|
ICAHN ENTERPRISES LP DEPOSITRY (451100101)
|
8,700 |
$630k |
|
|
ISHARES TR (464287176)
|
5,450 |
$629k |
|
|
EOG Resources Inc (26875P101)
|
6,566 |
$612k |
|
|
RYANAIR HOLDINGS PLC-SP ADR (783513203)
|
9,341 |
$599k |
|
|
Caterpillar Inc (149123101)
|
4,375 |
$596k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
8,130 |
$583k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
3,474 |
$581k |
|
|
CHECK POINT SOFTWARE (M22465104)
|
4,960 |
$573k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
7,315 |
$571k |
|
|
TEREX CORP (880779103)
|
18,100 |
$568k |
|
|
CHUBB LTD (171232101)
|
3,850 |
$567k |
|
|
HONEYWELL INTL INC (438516106)
|
3,250 |
$567k |
|
|
MASTERCARD INC (57636Q104)
|
2,060 |
$545k |
|
|
Chevron Corp (166764100)
|
4,366 |
$543k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
2,195 |
$536k |
|
|
INGERSOLL-RAND PLC (G47791101)
|
4,200 |
$532k |
|
|
LAZARD LTD-CL A (G54050102)
|
15,400 |
$530k |
|
|
CARNIVAL CORP (143658300)
|
11,291 |
$526k |
|
|
BLACKSTONE GROUP INC COMCL A (09260d107)
|
11,650 |
$517k |
|
|
AT&T INC (00206R102)
|
15,247 |
$511k |
|
|
MERCK & CO INC (58933Y105)
|
6,100 |
$511k |
|
|
Sarepta Therapeutics Inc (803607100)
|
3,300 |
$501k |
|
|
ADP (053015103)
|
2,850 |
$471k |
|
|
Bristol-Myers Squibb Co (110122108)
|
10,234 |
$464k |
|
|
YUM CHINA HLDGS INC (98850P109)
|
9,785 |
$452k |
|
|
Shopify Inc (82509L107)
|
1,500 |
$450k |
|
|
BAXTER INTL INC (071813109)
|
5,478 |
$449k |
|
|
GILEAD SCIENCES INC (375558103)
|
6,600 |
$446k |
|
|
NXP Semiconductors NV (N6596X109)
|
4,559 |
$445k |
|
|
MCCORMICK & CO INC (579780206)
|
2,800 |
$434k |
|
|
PROGRESSIVE CORP (743315103)
|
5,375 |
$430k |
|
|
DOMINION ENERGY INC (25746U109)
|
5,550 |
$429k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
7,950 |
$422k |
|
|
ISHARES (464287556)
|
3,850 |
$420k |
|
|
STANLEY BLACK&DECKR (854502101)
|
2,850 |
$412k |
|
|
LAS VEGAS SANDS CORP (517834107)
|
6,698 |
$396k |
|
|
ISHARES (464287291)
|
2,200 |
$395k |
|
|
TEEKAY LNG PARTNERS L P (Y8564M105)
|
27,540 |
$388k |
|
|
PPG INDUSTRIES INC (693506107)
|
3,300 |
$385k |
|
|
TEXTRON INC (883203101)
|
7,200 |
$382k |
|
|
MCDONALDS CORP (580135101)
|
1,833 |
$381k |
|
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
9,040 |
$377k |
|
|
RALPH LAUREN CORP (751212101)
|
3,300 |
$375k |
|
|
Comcast Corp (200300101)
|
8,725 |
$369k |
|
|
CORNING INCORPORATED (219350105)
|
10,700 |
$356k |
|
|
Duke Energy (26441c105)
|
3,848 |
$340k |
|
|
PIMCO DYNAMIC INCOME FD (72201Y101)
|
10,400 |
$334k |
|
|
FIRST DATA CORP (32008D106)
|
12,000 |
$325k |
|
|
FOOT LOCKER INC (344849104)
|
7,650 |
$321k |
|
|
PFIZER INC (717081103)
|
7,078 |
$307k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
2,325 |
$304k |
|
|
COCA-COLA CO (191216100)
|
5,900 |
$300k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
10,710 |
$296k |
|
|
TATA MTRS LTD (876568502)
|
24,336 |
$284k |
|
|
CAMBREX CORP (132011107)
|
5,900 |
$276k |
|
|
METLIFE INC (59156R108)
|
5,407 |
$269k |
|
|
DNB Financial Corporation (233237106)
|
5,918 |
$263k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
4,600 |
$257k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
1,700 |
$256k |
|
|
THE HERSHEY COMPANY (427866108)
|
1,900 |
$255k |
|
|
SPDR S&P Global Infrastructure - GII (78463X855)
|
4,800 |
$255k |
|
|
HSBC HLDGS PLC (404280406)
|
6,087 |
$254k |
|
|
ALLEGION PLC (G0176J109)
|
2,250 |
$249k |
|
|
CLOROX CO (189054109)
|
1,575 |
$241k |
|
|
CTRIP COM INTL LTD (22943F100)
|
6,466 |
$239k |
|
|
NOBLE ENERGY INC (655044105)
|
10,550 |
$236k |
|
|
ASTRAZENECA (046353108)
|
5,700 |
$235k |
|
|
WEC ENERGY GROUP INC COM (92939U106)
|
2,800 |
$233k |
|
|
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308)
|
3,900 |
$226k |
|
|
SELECT SECTOR SPDR TR (81369Y852)
|
4,530 |
$223k |
|
|
PACCAR INC (693718108)
|
3,100 |
$222k |
|
|
CIGNA CORP (125509109)
|
1,400 |
$221k |
|
|
ISHARES TR (464287846)
|
1,510 |
$221k |
|
|
INTL BUSINESS MCHN (459200101)
|
1,569 |
$216k |
|
|
C H Robinson Worldwide (12541W209)
|
2,550 |
$215k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
1,600 |
$213k |
|
|
PNC FINL SVCS GRP (693475105)
|
1,500 |
$206k |
|
|
CISCO SYSTEMS INC (17275R102)
|
3,660 |
$200k |
|
|
Powershares DB Commodity Index Fund (240225102)
|
10,270 |
$162k |
|
|
Jupai Holdings Ltd. - JP (48205B107)
|
10,600 |
$24k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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