The Analysis of LEIGH BALDWIN & CO., LLC's Holdings
Currently, LEIGH BALDWIN & CO., LLC holds 249 types of securities in its portfolio with a total value $342.8M. In the most recent quarter, they have increased their positions in IWF (+241.5K shares, valued at $9.9M), CGGR (+297.4K shares, valued at $9.6M), AVEM (+235.5K shares, valued at $9.5M); decreased their positions in FDEC (-34.3K shares, valued at $653.0K), KYN (-13.4K shares, valued at $272.7K), PFF (-3.0K shares, valued at $182.1K); initiated new positions in DIS (+53.9K shares, valued at $2.4M), CGXU (+31.9K shares, valued at $2.3M), IAPR (+9.0K shares, valued at $1.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CGGR CAPITAL GROUP GROWTH ETF399.4K shares291.34%2025-09-302025-11-13
DGRO ISHARES TR303.5K shares286.30%2025-09-302025-11-13 FENI FIDELITY COVINGTON TRUST293.8K shares423.43%2025-09-302025-11-13 RDVY FIRST TR EXCHANGE TRADED FD281.7K shares391.33%2025-09-302025-11-13 CGCP CAPITAL GRP FIXED INCM ETF T360.8K shares112.32%2025-09-302025-11-13 IWF ISHARES TR256.2K shares1645.77%2025-09-302025-11-13 IEFA ISHARES TR270.4K shares833.35%2025-09-302025-11-13 DYNF BLACKROCK ETF TRUST267.3K shares398.37%2025-09-302025-11-13 AVEM AMERICAN CENTY ETF TR248.3K shares1846.49%2025-09-302025-11-13 FBND FIDELITY MERRIMACK STR TR227.8K shares228.46%2025-09-302025-11-13 AMZN AMAZON COM INC198.0K shares1054.42%2025-09-302025-11-13 GOOG ALPHABET INC188.8K shares1328.34%2025-09-302025-11-13 BINC BLACKROCK ETF TRUST II196.9K shares418.83%2025-09-302025-11-13 KORP AMERICAN CENTY ETF TR175.0K shares675.84%2025-09-302025-11-13 SHY ISHARES TR162.0K shares1290.51%2025-09-302025-11-13 AAPL APPLE INC157.2K shares639.85%2025-09-302025-11-13 CGDV CAPITAL GROUP DIVIDEND VALUE164.5K shares708.34%2025-09-302025-11-13 GLD SPDR GOLD TR86.9K shares1639.22%2025-09-302025-11-13 WM WASTE MGMT INC DEL94.3K shares1770.46%2025-09-302025-11-13 WMT WALMART INC137.2K shares835.42%2025-09-302025-11-13 RSP INVESCO EXCHANGE TRADED FD T72.6K shares1147.42%2025-09-302025-11-13 MSFT MICROSOFT CORP69.3K shares861.44%2025-09-302025-11-13 ITA ISHARES TR64.6K shares686.82%2025-09-302025-11-13 SPYG SPDR SERIES TRUST59.5K shares622.72%2025-09-302025-11-13 SPYM SPDR SERIES TRUST94.0K shares494.83%2025-09-302025-11-13 FAUG FIRST TR EXCHNG TRADED FD VI107.3K shares2330.74%2025-09-302025-11-13 IEF ISHARES TR82.8K shares578.48%2025-09-302025-11-13 PFE PFIZER INC106.3K shares62.49%2025-09-302025-11-13 NVDA NVIDIA CORPORATION105.0K shares132.50%2025-09-302025-11-13 TSLA TESLA INC48.4K shares991.46%2025-09-302025-11-13 C CITIGROUP INC31.9K shares535.26%2025-09-302025-11-13 DIS DISNEY WALT CO53.9K sharesnew addition2025-09-302025-11-13 CGXU CAPITAL GROUP INTL FOCUS EQT31.9K sharesnew addition2025-09-302025-11-13 GLW CORNING INC74.5K shares413.84%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR25.5K shares459.73%2025-09-302025-11-13 NRG NRG ENERGY INC31.5K shares489.53%2025-09-302025-11-13 ZM ZOOM COMMUNICATIONS INC55.7K shares1536.12%2025-09-302025-11-13 CVS CVS HEALTH CORP65.4K shares577.39%2025-09-302025-11-13 BMY BRISTOL-MYERS SQUIBB CO67.6K shares636.31%2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC75.6K shares622.72%2025-09-302025-11-13 LMT LOCKHEED MARTIN CORP42.2K shares1998.76%2025-09-302025-11-13 GIS GENERAL MLS INC46.0K shares775.40%2025-09-302025-11-13 KDP KEURIG DR PEPPER INC60.2K shares533.01%2025-09-302025-11-13 DE DEERE &CO39.3K shares2773.61%2025-09-302025-11-13 IAPR INNOVATOR ETFS TRUST9.0K sharesnew addition2025-09-302025-11-13 PAYX PAYCHEX INC9.0K shares140.85%2025-09-302025-11-13 CIBR FIRST TR EXCHANGE TRADED FD7.2K shares55.86%2025-09-302025-11-13 KAPR INNOVATOR ETFS TRUST60.0K shares419.40%2025-09-302025-11-13 ICOW PACER FDS TR56.9K shares451.21%2025-09-302025-11-13 KEY KEYCORP5.1K sharesnew addition2025-09-302025-11-13 GILD GILEAD SCIENCES INC4.4K shares-5.96%2025-09-302025-11-13 CVX CHEVRON CORP NEW28.1K shares903.32%2025-09-302025-11-13 RTX RTX CORPORATION36.5K shares1061.05%2025-09-302025-11-13 COP CONOCOPHILLIPS30.7K shares1090.97%2025-09-302025-11-13 FTEC FIDELITY COVINGTON TRUST29.1K shares678.39%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW28.6K shares2663.22%2025-09-302025-11-13 FOCT FIRST TR EXCHNG TRADED FD VI64.7K shares406.96%2025-09-302025-11-13 UBER UBER TECHNOLOGIES INC51.5K shares593.57%2025-09-302025-11-13 V VISA INC29.5K shares1718.52%2025-09-302025-11-13 F FORD MTR CO49.1K sharesnew addition2025-09-302025-11-13 IVV ISHARES TR24.6K shares1107.55%2025-09-302025-11-13 SO SOUTHERN CO17.7K shares454.66%2025-09-302025-11-13 FPEI FIRST TR EXCH TRADED FD III54.5K shares334.63%2025-09-302025-11-13 SFM SPROUTS FMRS MKT INC19.5K shares600.47%2025-09-302025-11-13 PLTR PALANTIR TECHNOLOGIES INC33.2K shares773.67%2025-09-302025-11-13 NBTB NBT BANCORP INC46.0K shares145.45%2025-09-302025-11-13 JPM JPMORGAN CHASE &CO.17.5K shares535.79%2025-09-302025-11-13 XOM EXXON MOBIL CORP31.4K shares311.00%2025-09-302025-11-13 KHC KRAFT HEINZ CO26.8K sharesnew addition2025-09-302025-11-13 AIQ GLOBAL X FDS24.5K shares160.39%2025-09-302025-11-13 NKE NIKE INC19.2K sharesnew addition2025-09-302025-11-13 FSIG FIRST TR EXCHANGE-TRADED FD42.9K shares209.73%2025-09-302025-11-13 MRK MERCK &CO INC35.9K shares68.07%2025-09-302025-11-13 PAPR INNOVATOR ETFS TRUST42.3K shares274.24%2025-09-302025-11-13 IQLT ISHARES TR23.9K sharesnew addition2025-09-302025-11-13 GSLC GOLDMAN SACHS ETF TR26.4K shares512.66%2025-09-302025-11-13 XLU SELECT SECTOR SPDR TR11.7K shares178.92%2025-09-302025-11-13 HD HOME DEPOT INC17.2K shares730.47%2025-09-302025-11-13 KNG FIRST TR EXCHANGE-TRADED FD28.1K shares66.03%2025-09-302025-11-13 PGF INVESCO EXCHANGE TRADED FD T31.3K sharesnew addition2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL15.4K shares586.74%2025-09-302025-11-13 QCOM QUALCOMM INC17.6K shares854.87%2025-09-302025-11-13 FCX FREEPORT-MCMORAN INC24.0K sharesnew addition2025-09-302025-11-13 BUFR FIRST TR EXCHNG TRADED FD VI29.9K shares27.70%2025-09-302025-11-13 PNOV INNOVATOR ETFS TRUST25.9K shares96.27%2025-09-302025-11-13 ALL ALLSTATE CORP13.3K sharesnew addition2025-09-302025-11-13 INTC INTEL CORP39.6K sharesnew addition2025-09-302025-11-13 JNJ JOHNSON &JOHNSON39.6K shares574.36%2025-09-302025-11-13 FFEB FIRST TR EXCHNG TRADED FD VI28.8K shares280.16%2025-09-302025-11-13 GOOGL ALPHABET INC26.1K shares405.59%2025-09-302025-11-13 EAPR INNOVATOR ETFS TRUST6.6K sharesnew addition2025-09-302025-11-13 CAT CATERPILLAR INC13.6K shares1253.53%2025-09-302025-11-13 SCHW SCHWAB CHARLES CORP11.7K shares346.93%2025-09-302025-11-13 CION CION INVT CORP25.6K sharesnew addition2025-09-302025-11-13 JEPI J P MORGAN EXCHANGE TRADED F27.5K shares297.93%2025-09-302025-11-13 RCL ROYAL CARIBBEAN GROUP11.4K shares893.62%2025-09-302025-11-13 EPD ENTERPRISE PRODS PARTNERS L16.3K shares75.12%2025-09-302025-11-13 UNM UNUM GROUP8.7K shares223.27%2025-09-302025-11-13 FCOM FIDELITY COVINGTON TRUST22.1K shares427.96%2025-09-302025-11-13 KJUL INNOVATOR ETFS TRUST36.5K shares225.94%2025-09-302025-11-13 AMD ADVANCED MICRO DEVICES INC14.2K sharesnew addition2025-09-302025-11-13 NNY NUVEEN N Y MUN VALUE FD91.9K shares-18.29%2025-09-302025-11-13 CMG CHIPOTLE MEXICAN GRILL INC3.7K sharesnew addition2025-09-302025-11-13 EXC EXELON CORP21.3K shares220.92%2025-09-302025-11-13 FHLC FIDELITY COVINGTON TRUST8.3K sharesnew addition2025-09-302025-11-13 GBTC GRAYSCALE BITCOIN TRUST ETF9.9K shares25.77%2025-09-302025-11-13 BAC BANK AMERICA CORP28.2K shares34.73%2025-09-302025-11-13 CSCO CISCO SYS INC27.8K shares438.90%2025-09-302025-11-13 FJUN FIRST TR EXCHNG TRADED FD VI28.2K shares373.13%2025-09-302025-11-13 PFEB INNOVATOR ETFS TRUST34.9K shares242.08%2025-09-302025-11-13 PEP PEPSICO INC8.5K sharesnew addition2025-09-302025-11-13 AVGO BROADCOM INC8.9K shares103.64%2025-09-302025-11-13 ETN EATON CORP PLC13.2K shares523.85%2025-09-302025-11-13 QTUM ETF SER SOLUTIONS20.6K shares219.80%2025-09-302025-11-13 XLV SELECT SECTOR SPDR TR13.1K shares424.72%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS9.9K shares334.40%2025-09-302025-11-13 BDC BELDEN INC12.2K shares528.61%2025-09-302025-11-13 T AT&T INC20.7K shares105.10%2025-09-302025-11-13 FERG FERGUSON ENTERPRISES INC9.0K shares852.59%2025-09-302025-11-13 JEPQ J P MORGAN EXCHANGE TRADED F25.5K sharesnew addition2025-09-302025-11-13 KOCT INNOVATOR ETFS TRUST14.8K shares86.82%2025-09-302025-11-13 CALF PACER FDS TR25.4K shares338.08%2025-09-302025-11-13 EFA ISHARES TR24.3K shares144.13%2025-09-302025-11-13 MEAR ISHARES U S ETF TR9.6K sharesnew addition2025-09-302025-11-13 GAB GABELLI EQUITY TR INC86.1K shares0.00%2025-09-302025-11-13 FIXD FIRST TR EXCHNG TRADED FD VI23.2K shares267.32%2025-09-302025-11-13 XSVM INVESCO EXCHANGE TRADED FD T8.2K shares-8.78%2025-09-302025-11-13 IJUL INNOVATOR ETFS TRUST12.6K sharesnew addition2025-09-302025-11-13 KRG KITE RLTY GROUP TR8.2K sharesnew addition2025-09-302025-11-13 PANW PALO ALTO NETWORKS INC11.1K shares282.45%2025-09-302025-11-13 SLV ISHARES SILVER TR15.1K shares34.81%2025-09-302025-11-13 CGBL CAPITAL GROUP CORE BALANCED24.5K shares-20.77%2025-09-302025-11-13 CRUS CIRRUS LOGIC INC10.2K sharesnew addition2025-09-302025-11-13 MMM 3M CO10.4K sharesnew addition2025-09-302025-11-13 BABA ALIBABA GROUP HLDG LTD5.8K sharesnew addition2025-09-302025-11-13 TDW TIDEWATER INC NEW11.3K sharesnew addition2025-09-302025-11-13 IWM ISHARES TR8.6K shares378.24%2025-09-302025-11-13 GEV GE VERNOVA INC10.5K sharesnew addition2025-09-302025-11-13 CARR CARRIER GLOBAL CORPORATION8.0K sharesnew addition2025-09-302025-11-13 AMGN AMGEN INC9.4K shares646.15%2025-09-302025-11-13 DUK DUKE ENERGY CORP NEW10.8K shares316.07%2025-09-302025-11-13 CMCSA COMCAST CORP NEW3.3K sharesnew addition2025-09-302025-11-13 XLRE SELECT SECTOR SPDR TR7.8K sharesnew addition2025-09-302025-11-13 SU SUNCOR ENERGY INC NEW8.1K shares-5.55%2025-09-302025-11-13 CEG CONSTELLATION ENERGY CORP7.8K shares379.73%2025-09-302025-11-13 PTY PIMCO CORPORATE &INCOME OPP10.8K sharesnew addition2025-09-302025-11-13 XLF SELECT SECTOR SPDR TR5.8K shares32.54%2025-09-302025-11-13 ABBV ABBVIE INC9.0K shares551.23%2025-09-302025-11-13 ED CONSOLIDATED EDISON INC5.7K sharesnew addition2025-09-302025-11-13 OMFL INVESCO EXCH TRD SLF IDX FD8.4K sharesnew addition2025-09-302025-11-13 FAX ABRDN ASIA PACIFIC INCOME FU17.0K shares28.76%2025-09-302025-11-13 DOW DOW INC9.5K sharesnew addition2025-09-302025-11-13 CGUS CAPITAL GROUP CORE EQUITY ET15.7K shares185.66%2025-09-302025-11-13 KMI KINDER MORGAN INC DEL8.2K sharesnew addition2025-09-302025-11-13 PG PROCTER AND GAMBLE CO8.1K shares233.17%2025-09-302025-11-13 CADE CADENCE BANK17.6K sharesnew addition2025-09-302025-11-13 VIG VANGUARD SPECIALIZED FUNDS8.5K shares453.66%2025-09-302025-11-13 PMAY INNOVATOR ETFS TRUST21.4K shares-23.42%2025-09-302025-11-13 XHB SPDR SERIES TRUST8.5K sharesnew addition2025-09-302025-11-13 ACHR ARCHER AVIATION INC9.4K sharesnew addition2025-09-302025-11-13 PJUL INNOVATOR ETFS TRUST5.7K shares-17.59%2025-09-302025-11-13 COWZ PACER FDS TR8.5K sharesnew addition2025-09-302025-11-13 SPXC SPX TECHNOLOGIES INC8.3K sharesnew addition2025-09-302025-11-13 XLE SELECT SECTOR SPDR TR7.5K shares106.29%2025-09-302025-11-13 UNH UNITEDHEALTH GROUP INC5.2K sharesnew addition2025-09-302025-11-13 DVN DEVON ENERGY CORP NEW11.1K sharesnew addition2025-09-302025-11-13 CRWV COREWEAVE INC7.0K sharesnew addition2025-09-302025-11-13 KO COCA COLA CO16.2K shares202.22%2025-09-302025-11-13 MU MICRON TECHNOLOGY INC7.0K sharesnew addition2025-09-302025-11-13 PFF ISHARES TR5.7K shares-34.61%2025-09-302025-11-13 COWG PACER FDS TR14.3K sharesnew addition2025-09-302025-11-13 IVW ISHARES TR9.6K shares372.79%2025-09-302025-11-13 QQQ INVESCO QQQ TR6.7K shares770.66%2025-09-302025-11-13 R RYDER SYS INC5.6K shares226.62%2025-09-302025-11-13 MCD MCDONALDS CORP10.7K shares1121.05%2025-09-302025-11-13 HYD VANECK ETF TRUST4.8K sharesnew addition2025-09-302025-11-13 MET METLIFE INC4.9K sharesnew addition2025-09-302025-11-13 BA BOEING CO3.1K sharesnew addition2025-09-302025-11-13 NBB NUVEEN TAXABLE MUNICPAL INM5.0K sharesnew addition2025-09-302025-11-13 HIG HARTFORD INSURANCE GROUP INC3.1K shares19.21%2025-09-302025-11-13 PPL PPL CORP5.5K sharesnew addition2025-09-302025-11-13 JBL JABIL INC8.7K shares533.45%2025-09-302025-11-13 PAUG INNOVATOR ETFS TRUST17.2K sharesnew addition2025-09-302025-11-13 WSBF WATERSTONE FINL INC MD3.7K sharesnew addition2025-09-302025-11-13 DHI D R HORTON INC6.7K sharesnew addition2025-09-302025-11-13 PJUN INNOVATOR ETFS TRUST27.5K shares161.71%2025-09-302025-11-13 LLY ELI LILLY &CO6.1K shares466.82%2025-09-302025-11-13 KRE SPDR SERIES TRUST8.0K sharesnew addition2025-09-302025-11-13 LRCX LAM RESEARCH CORP4.8K shares109.52%2025-09-302025-11-13 TGT TARGET CORP5.9K sharesnew addition2025-09-302025-11-13 FENY FIDELITY COVINGTON TRUST4.3K sharesnew addition2025-09-302025-11-13 NUE NUCOR CORP5.7K sharesnew addition2025-09-302025-11-13 META META PLATFORMS INC6.6K shares486.27%2025-09-302025-11-13 AFRM AFFIRM HLDGS INC2.3K shares-21.67%2025-09-302025-11-13 MRVL MARVELL TECHNOLOGY INC4.4K sharesnew addition2025-09-302025-11-13 FNCL FIDELITY COVINGTON TRUST8.2K sharesnew addition2025-09-302025-11-13 IAUG INNOVATOR ETFS TRUST4.7K sharesnew addition2025-09-302025-11-13 AMBA AMBARELLA INC2.8K sharesnew addition2025-09-302025-11-13 IOCT INNOVATOR ETFS TRUST4.6K sharesnew addition2025-09-302025-11-13 TRV TRAVELERS COMPANIES INC1.9K shares79.62%2025-09-302025-11-13 HON HONEYWELL INTL INC7.1K shares184.95%2025-09-302025-11-13 RFDA ALPS ETF TR10.2K shares9.70%2025-09-302025-11-13 BBN BLACKROCK TAX MUNICPAL BD TR3.3K sharesnew addition2025-09-302025-11-13 XMLV INVESCO EXCH TRADED FD TR II4.0K sharesnew addition2025-09-302025-11-13 WBD WARNER BROS DISCOVERY INC9.6K sharesnew addition2025-09-302025-11-13 AA ALCOA CORP3.7K sharesnew addition2025-09-302025-11-13 MS MORGAN STANLEY12.3K sharesnew addition2025-09-302025-11-13 FLCB FRANKLIN TEMPLETON ETF TR3.9K sharesnew addition2025-09-302025-11-13 NSC NORFOLK SOUTHN CORP3.6K sharesnew addition2025-09-302025-11-13 AVAV AEROVIRONMENT INC8.0K shares700.40%2025-09-302025-11-13 BK BANK NEW YORK MELLON CORP3.9K sharesnew addition2025-09-302025-11-13 FFLG FIDELITY COVINGTON TRUST4.5K sharesnew addition2025-09-302025-11-13 OXY OCCIDENTAL PETE CORP3.3K sharesnew addition2025-09-302025-11-13 IWD ISHARES TR5.5K shares354.08%2025-09-302025-11-13 DELL DELL TECHNOLOGIES INC5.0K sharesnew addition2025-09-302025-11-13 FDEC FIRST TR EXCHNG TRADED FD VI12.5K shares-73.30%2025-09-302025-11-13 POCT INNOVATOR ETFS TRUST3.9K sharesnew addition2025-09-302025-11-13 ETHE GRAYSCALE ETHEREUM TRUST ETF6.5K sharesnew addition2025-09-302025-11-13 WPM WHEATON PRECIOUS METALS CORP4.1K shares-1.45%2025-09-302025-11-13 ABT ABBOTT LABS5.0K sharesnew addition2025-09-302025-11-13 BX BLACKSTONE INC5.4K shares239.00%2025-09-302025-11-13 AOS SMITH A O CORP2.1K sharesnew addition2025-09-302025-11-13 KYN KAYNE ANDERSON ENERGY INFRST10.8K shares-55.27%2025-09-302025-11-13 PNC PNC FINL SVCS GROUP INC8.8K shares7.72%2025-09-302025-11-13 ITB ISHARES TR3.0K sharesnew addition2025-09-302025-11-13 VYM VANGUARD WHITEHALL FDS4.1K shares103.00%2025-09-302025-11-13 IVE ISHARES TR2.5K sharesnew addition2025-09-302025-11-13 HOOD ROBINHOOD MKTS INC1.9K sharesnew addition2025-09-302025-11-13 KJAN INNOVATOR ETFS TRUST3.3K sharesnew addition2025-09-302025-11-13 MDLZ MONDELEZ INTL INC3.0K sharesnew addition2025-09-302025-11-13 SONY SONY GROUP CORP5.8K sharesnew addition2025-09-302025-11-13 EMR EMERSON ELEC CO5.2K sharesnew addition2025-09-302025-11-13 COF CAPITAL ONE FINL CORP1.9K sharesnew addition2025-09-302025-11-13 RFCI ALPS ETF TR9.2K shares1.12%2025-09-302025-11-13 MCK MCKESSON CORP2.9K shares421.67%2025-09-302025-11-13 DOCU DOCUSIGN INC4.5K shares-13.82%2025-09-302025-11-13 WPC WP CAREY INC3.0K sharesnew addition2025-09-302025-11-13 FV FIRST TR EXCHANGE TRADED FD5.6K shares-4.87%2025-09-302025-11-13 PDO PIMCO DYNAMIC INCOME OPRNTS10.8K sharesnew addition2025-09-302025-11-13 JPC NUVEEN PFD &INCOME OPPORTUN11.5K sharesnew addition2025-09-302025-11-13 URI UNITED RENTALS INC2.4K shares254.12%2025-09-302025-11-13 OSK OSHKOSH CORP2.8K sharesnew addition2025-09-302025-11-13 PFN PIMCO INCOME STRATEGY FD II5.5K sharesnew addition2025-09-302025-11-13 SMCI SUPER MICRO COMPUTER INC9.9K shares79.84%2025-09-302025-11-13 CRM SALESFORCE INC11.7K shares883.88%2025-09-302025-11-13 SHEL SHELL PLC10.2K sharesnew addition2025-09-302025-11-13 PYPL PAYPAL HLDGS INC15.7K sharesnew addition2025-09-302025-11-13 PSEP INNOVATOR ETFS TRUST10.0K shares31.58%2025-09-302025-11-13 RGTI RIGETTI COMPUTING INC10.1K sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available