Leigh Baldwin & Co., LLC Top Holdings and 13F Report (2025) About Leigh Baldwin & Co., LLCInvestment ActivityLeigh Baldwin & Co., LLC has $152.08 million in total holdings as of June 30, 2025.Leigh Baldwin & Co., LLC owns shares of 181 different stocks, but just 83 companies or ETFs make up 80% of its holdings.Approximately 16.30% of the portfolio was purchased this quarter.About 5.70% of the portfolio was sold this quarter.This quarter, Leigh Baldwin & Co., LLC has purchased 170 new stocks and bought additional shares in 97 stocks.Leigh Baldwin & Co., LLC sold shares of 54 stocks and completely divested from 11 stocks this quarter.Largest Holdings NVIDIA $7,136,122iShares Russell 1000 Growth ETF $6,229,815iShares Core Dividend Growth ETF $5,023,660Veeva Systems $4,479,241Apple $4,360,259 Largest New Holdings this Quarter 09290C103 - iShares U.S. Equity Factor Rotation Active ETF $2,920,833 Holding31609A404 - FIDELITY COVINGTON TRUST $1,867,014 Holding256163106 - Docusign $606,218 Holding375558103 - Gilead Sciences $517,022 Holding33734X846 - First Trust Nasdaq Cybersecurity ETF $350,001 Holding Largest Purchases this Quarter iShares U.S. Equity Factor Rotation Active ETF 53,633 shares (about $2.92M)FIDELITY COVINGTON TRUST 56,134 shares (about $1.87M)iShares Russell 1000 Growth ETF 3,599 shares (about $1.53M)Capital Group Growth ETF 29,575 shares (about $1.20M)Capital Group Core Plus Income ETF 40,837 shares (about $918.83K) Largest Sales this Quarter Tesla 4,348 shares (about $1.38M)Pacer Developed Markets International Cash Cows 100 ETF 35,715 shares (about $1.22M)NVIDIA 4,554 shares (about $719.49K)SPDR Gold Shares 1,816 shares (about $553.57K)iShares 7-10 Year Treasury Bond ETF 3,535 shares (about $338.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLeigh Baldwin & Co., LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$7,136,122$719,489 ▼-9.2%45,1684.7%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$6,229,815$1,528,052 ▲32.5%14,6734.1%ETFDGROiShares Core Dividend Growth ETF$5,023,660$913,323 ▲22.2%78,5683.3%ETFVEEVVeeva Systems$4,479,241$14,399 ▲0.3%15,5542.9%MedicalAAPLApple$4,360,259$234,098 ▲5.7%21,2522.9%Computer and TechnologyCGGRCapital Group Growth ETF$4,148,934$1,202,221 ▲40.8%102,0652.7%ETFCGCPCapital Group Core Plus Income ETF$3,822,993$918,831 ▲31.6%169,9112.5%ETFAMZNAmazon.com$3,762,319$209,956 ▲5.9%17,1492.5%Retail/WholesaleRDVYFirst Trust Rising Dividend Achievers ETF$3,596,848$717,061 ▲24.9%57,3292.4%ManufacturingMSFTMicrosoft$3,588,015$159,677 ▲4.7%7,2132.4%Computer and TechnologyFBNDFidelity Total Bond ETF$3,172,511$900,857 ▲39.7%69,3452.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$2,920,833$2,920,833 ▲New Holding53,6331.9%ETFSPYSPDR S&P 500 ETF Trust$2,816,668$209,443 ▼-6.9%4,5591.9%FinanceIEFAiShares Core MSCI EAFE ETF$2,418,495$544,623 ▲29.1%28,9711.6%ETFGOOGAlphabet$2,344,388$218,190 ▲10.3%13,2161.5%Computer and TechnologyFDECFT Vest U.S. Equity Buffer ETF - December$2,184,832$62,906 ▲3.0%46,8181.4%ETFBINCiShares Flexible Income Active ETF$2,005,536$877,670 ▲77.8%37,9551.3%ETFFIDELITY COVINGTON TRUST$1,867,014$1,867,014 ▲New Holding56,1341.2%ENHANCED INTLMRKMerck & Co., Inc.$1,692,548$25,252 ▲1.5%21,3811.1%MedicalPFEPfizer$1,585,288$18,277 ▲1.2%65,4001.0%MedicalITAiShares U.S. Aerospace & Defense ETF$1,549,616$8,488 ▲0.6%8,2151.0%ETFPNCThe PNC Financial Services Group$1,530,955$12,677 ▲0.8%8,2121.0%FinanceGLDSPDR Gold Shares$1,523,540$553,571 ▼-26.7%4,9981.0%FinanceWMTWalmart$1,434,260$21,805 ▲1.5%14,6680.9%Retail/WholesaleTSLATesla$1,409,775$1,381,186 ▼-49.5%4,4380.9%Auto/Tires/TrucksIVViShares Core S&P 500 ETF$1,266,070$43,465 ▲3.6%2,0390.8%ETFAVGOBroadcom$1,204,936$27,842 ▼-2.3%4,3710.8%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$1,168,911$338,558 ▼-22.5%12,2050.8%ETFWMWaste Management$1,153,300$5,721 ▼-0.5%5,0400.8%Business ServicesSPLGSPDR Portfolio S&P 500 ETF$1,148,255$49,501 ▼-4.1%15,7970.8%ETFBRK.BBerkshire Hathaway$1,091,282$161,725 ▲17.4%2,2470.7%FinanceKORPAmerican Century Diversified Corporate Bond ETF$1,061,668$317,253 ▲42.6%22,5550.7%ETFRSPInvesco S&P 500 Equal Weight ETF$1,058,264$254,252 ▼-19.4%5,8230.7%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$1,054,291$34,009 ▲3.3%27,9000.7%ETFCAPITAL GROUP CORE BALANCED$1,034,127$372,687 ▲56.3%30,9250.7%SHSCOSTCostco Wholesale$1,025,988$3,961 ▼-0.4%1,0360.7%Retail/WholesaleBACBank of America$990,616$37,904 ▲4.0%20,9340.7%FinanceSHYiShares 1-3 Year Treasury Bond ETF$965,088$430,631 ▲80.6%11,6470.6%ManufacturingLMTLockheed Martin$930,497$36,590 ▲4.1%2,0090.6%AerospaceNNYNuveen New York Municipal Valu$912,103$39,536 ▲4.5%112,4670.6%FinanceGOOGLAlphabet$911,380$91,984 ▲11.2%5,1720.6%Computer and TechnologyJNJJohnson & Johnson$896,465$24,134 ▲2.8%5,8690.6%MedicalEFAiShares MSCI EAFE ETF$891,150$14,303 ▲1.6%9,9690.6%FinancePFSProvident Financial Services$882,626$12,376 ▲1.4%50,3490.6%FinanceAVEMAvantis Emerging Markets Equity ETF$874,310$249,969 ▲40.0%12,7560.6%ETFNRGNRG Energy$858,848$117,393 ▼-12.0%5,3480.6%UtilitiesLLYEli Lilly and Company$841,276$7,797 ▲0.9%1,0790.6%MedicalKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$832,323$18,265 ▲2.2%16,9520.5%ETFMETAMeta Platforms$828,122$419,966 ▲102.9%1,1220.5%Computer and TechnologyXOMExxon Mobil$823,770$38,052 ▼-4.4%7,6420.5%EnergyCGDVCapital Group Dividend Value ETF$803,445$182,637 ▲29.4%20,3460.5%ETFJPMJPMorgan Chase & Co.$797,733$48,699 ▲6.5%2,7520.5%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$784,388$2,669 ▼-0.3%8,2290.5%ETFNBTBNBT Bancorp$778,390$236,999 ▼-23.3%18,7340.5%FinanceGLWCorning$762,995$104,920 ▲15.9%14,5080.5%Computer and TechnologyHDHome Depot$759,318$42,164 ▲5.9%2,0710.5%Retail/WholesaleETNEaton$755,575$143,120 ▲23.4%2,1170.5%IndustrialsBUFRFT Vest Laddered Buffer ETF$744,724$232,808 ▼-23.8%23,4190.5%ETFFTECFidelity MSCI Information Technology Index ETF$736,424$309,046 ▲72.3%3,7340.5%ETFDEDeere & Company$695,489$35,079 ▼-4.8%1,3680.5%IndustrialsUBERUber Technologies$692,473$432,912 ▲166.8%7,4220.5%Computer and TechnologyIBMInternational Business Machines$673,599$27,416 ▲4.2%2,2850.4%Computer and TechnologyVOOVanguard S&P 500 ETF$670,241$568 ▲0.1%1,1800.4%ETFGRAYSCALE BITCOIN TRUST ETF$667,612$106,037 ▲18.9%7,8700.4%SHS REP COM UTCVSCVS Health$665,851$214,179 ▲47.4%9,6530.4%MedicalDOCUDocusign$606,218$606,218 ▲New Holding5,1960.4%Computer and TechnologyPANWPalo Alto Networks$593,6610.0%2,9010.4%Computer and TechnologyQTUMDefiance Quantum ETF$590,620$165,443 ▲38.9%6,4330.4%ETFHONHoneywell International$577,293$6,520 ▲1.1%2,4790.4%Multi-Sector ConglomeratesVVisa$575,100$46,860 ▼-7.5%1,6200.4%Business ServicesFOCTFT Vest U.S. Equity Buffer ETF - October$571,489$280,484 ▲96.4%12,7650.4%ETFRWKInvesco S&P MidCap 400 Revenue ETF$567,532$2,338 ▲0.4%4,8550.4%ETFPAYXPaychex$545,532$195,519 ▲55.9%3,7500.4%Computer and TechnologyRFDARiverFront Dynamic US Dividend Advantage ETF$540,552$1,218 ▲0.2%9,3180.4%ETFCEGConstellation Energy$525,406$64,869 ▲14.1%1,6280.3%EnergyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$522,444$57,658 ▼-9.9%4,3040.3%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$521,664$3,952 ▼-0.8%13,2000.3%ETFPALANTIR TECHNOLOGIES INC$518,698$180,624 ▲53.4%3,8050.3%CL AGILDGilead Sciences$517,022$517,022 ▲New Holding4,6630.3%MedicalSLYGSPDR S&P 600 Small Cap Growth ETF$516,506$1,509 ▲0.3%5,8200.3%ETFURIUnited Rentals$502,5180.0%6670.3%ConstructionGABGabelli Equity Trust$501,0090.0%86,0840.3%FinanceXSVMInvesco S&P SmallCap Value with Momentum ETF$467,204$2,444 ▲0.5%8,9860.3%MiscellaneousRTXRTX$459,293$292 ▲0.1%3,1450.3%AerospaceSFMSprouts Farmers Market$458,687$12,019 ▼-2.6%2,7860.3%Retail/WholesaleVZVerizon Communications$452,801$26,177 ▼-5.5%10,4650.3%Computer and TechnologyNXJNuveen New Jersey Quality Municipal Income Fund$432,242$8,751 ▲2.1%38,0830.3%Financial ServicesCCitigroup$427,851$42,308 ▼-9.0%5,0260.3%Financial ServicesBMYBristol Myers Squibb$424,743$20,784 ▼-4.7%9,1760.3%MedicalQQQInvesco QQQ$423,359$41,398 ▼-8.9%7670.3%FinanceCLColgate-Palmolive$423,265$1,273 ▲0.3%4,6560.3%Consumer StaplesPAPRInnovator U.S. Equity Power Buffer ETF - April$421,377$7,458 ▲1.8%11,3000.3%ETFPJUNInnovator U.S. Equity Power Buffer ETF - June$418,474$41,748 ▲11.1%10,5250.3%ETFMCKMcKesson$412,5550.0%5630.3%MedicalAIQGlobal X Artificial Intelligence & Technology ETF$410,719$120,188 ▲41.4%9,4010.3%ETFCVXChevron$401,123$5,442 ▼-1.3%2,8010.3%EnergyFFEBFT Vest U.S. Equity Buffer ETF - February$397,536$5,241 ▼-1.3%7,5850.3%ETFSMHVanEck Semiconductor ETF$394,144$104,603 ▲36.1%1,4130.3%ManufacturingJEPIJPMorgan Equity Premium Income ETF$392,336$10,802 ▲2.8%6,9010.3%ETFCATCaterpillar$390,300$91,653 ▲30.7%1,0050.3%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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