Legal Name: BALDWIN INVESTMENT MANAGEMENT, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 6, 2019
セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
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 |
|
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