LEIGH BALDWIN & CO., LLC

13F filer, CIK 946629, CAZENOVIA, NY

LEIGH BALDWIN & CO., LLC reported $124,264,126 across 170 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 28.5% of the portfolio.

Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0000946629-25-000005

Period: 2025-03-31
Reported value: $124M
Holdings: 170
Top 10 weight: 28.5%
New: 18
Sold out: 8

Largest buys vs the previous quarter

Security	Shares change	Approx. value
FDECnew	+45,470	$1.97M
TSLAadded	+5,100	$1.32M
SPYadded	+2,032	$1.14M
IWFadded	+2,907	$1.05M
DGROadded	+15,060	$930K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SLYGreduced	-8,338	-$692K
MSFTreduced	-1,221	-$458K
GILDexited	-4,660	-$430K
AAPLreduced	-1,791	-$398K
XOMreduced	-3,250	-$387K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000946629-25-000005, largest first. % of portfolio is the value over $124,264,126, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
NVDANVIDIA CORPORATION	49,722	$5.39M	4.34%	+1	Timeline
AAPLAPPLE INC	20,111	$4.47M	3.59%	-1,791	Timeline
IWFISHARES TR	11,074	$4M	3.22%	+2,907	Timeline
DGROISHARES TR	64,284	$3.97M	3.2%	+15,060	Timeline
VEEVVEEVA SYS INC	15,504	$3.59M	2.89%	0	Timeline
AMZNAMAZON COM INC	16,192	$3.08M	2.48%	+120	Timeline
CGCPCAPITAL GRP FIXED INCM ETF T	129,074	$2.9M	2.33%	+28,420	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	4,898	$2.74M	2.21%	+2,032	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	45,900	$2.69M	2.16%	+8,027	Timeline
MSFTMICROSOFT CORP	6,892	$2.59M	2.08%	-1,221	Timeline
CGGRCAPITAL GROUP GROWTH ETF	72,490	$2.48M	2%	+26,450	Timeline
TSLATESLA INC	8,786	$2.28M	1.83%	+5,100	Timeline
FBNDFIDELITY MERRIMACK STR TR	49,654	$2.27M	1.82%	+12,306	Timeline
FDECFIRST TR EXCHNG TRADED FD VI	45,470	$1.97M	1.59%	new	Timeline
GLDSPDR GOLD TR	6,814	$1.96M	1.58%	-40	Timeline
MRKMERCK & CO INC	21,062	$1.89M	1.52%	-353	Timeline
GOOGALPHABET INC	11,986	$1.87M	1.51%	-351	Timeline
IEFAISHARES TR	22,447	$1.7M	1.37%	+2,702	Timeline
PFEPFIZER INC	64,646	$1.64M	1.32%	-398	Timeline
IEFISHARES TR	15,740	$1.5M	1.21%	+2,143	Timeline
ICOWPACER FDS TR	46,036	$1.45M	1.16%	+765	Timeline
PNCPNC FINL SVCS GROUP INC	8,144	$1.43M	1.15%	+81	Timeline
WMTWALMART INC	14,445	$1.27M	1.02%	-38	Timeline
RSPINVESCO EXCHANGE TRADED FD T	7,222	$1.25M	1.01%	+1,284	Timeline
ITAISHARES TR	8,170	$1.25M	1.01%	-908	Timeline
WMWASTE MGMT INC DEL	5,065	$1.17M	0.94%	+18	Timeline
BINCBLACKROCK ETF TRUST II	21,345	$1.12M	0.9%	+13,831	Timeline
IVVISHARES TR	1,969	$1.11M	0.89%	+182	Timeline
SPYMSPDR SERIES TRUST	16,478	$1.08M	0.87%	-1,976	Timeline
NBTBNBT BANCORP INC	24,438	$1.05M	0.84%	-14	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,914	$1.02M	0.82%	+99	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,040	$984K	0.79%	-32	Timeline
PMAYINNOVATOR ETFS TRUST	27,000	$967K	0.78%	-700	Timeline
XOMEXXON MOBIL CORP	7,995	$951K	0.77%	-3,250	Timeline
JNJJOHNSON & JOHNSON	5,711	$947K	0.76%	-693	Timeline
BUFRFIRST TR EXCHNG TRADED FD VI	30,740	$913K	0.73%	+4,229	Timeline
NNYNUVEEN N Y MUN VALUE FD	107,592	$889K	0.72%	+2,152	Timeline
LLYELI LILLY & CO	1,069	$883K	0.71%	0	Timeline
LMTLOCKHEED MARTIN CORP	1,930	$862K	0.69%	-44	Timeline
PFSPROVIDENT FINL SVCS INC	49,643	$852K	0.69%	+645	Timeline
BACBANK OF AMER CORP	20,133	$840K	0.68%	-316	Timeline
KNGFIRST TR EXCHANGE-TRADED FD	16,580	$838K	0.67%	+7,256	Timeline
EFAISHARES TR	9,809	$802K	0.65%	-100	Timeline
AVGOBROADCOM INC	4,472	$749K	0.6%	-1,049	Timeline
KORPAMERICAN CENTY ETF TR	15,815	$739K	0.59%	+5,158	Timeline
GOOGLALPHABET INC	4,650	$719K	0.58%	-500	Timeline
HDHOME DEPOT INC	1,956	$717K	0.58%	-9	Timeline
DEDEERE & CO	1,437	$675K	0.54%	+2	Timeline
SPYGSPDR SERIES TRUST	8,257	$664K	0.53%	new	Timeline
JPMJPMORGAN CHASE & CO	2,584	$634K	0.51%	-293	Timeline
VVISA INC	1,752	$614K	0.49%	+2	Timeline
CGBLCAPITAL GROUP CORE BALANCED	19,780	$613K	0.49%	new	Timeline
VOOVANGUARD INDEX FDS	1,179	$606K	0.49%	+179	Timeline
BMYBRISTOL-MYERS SQUIBB CO	9,625	$587K	0.47%	+182	Timeline
NRGNRG ENERGY INC	6,079	$580K	0.47%	-4	Timeline
GLWCORNING INC	12,513	$573K	0.46%	+210	Timeline
CGDVCAPITAL GROUP DIVIDEND VALUE	15,721	$560K	0.45%	+5,210	Timeline
AVEMAMERICAN CENTY ETF TR	9,109	$548K	0.44%	+2,460	Timeline
IBMINTERNATIONAL BUSINESS MACHS	2,192	$545K	0.44%	-13	Timeline
SHYISHARES TR	6,450	$534K	0.43%	+2,375	Timeline
GSLCGOLDMAN SACHS ETF TR	4,779	$526K	0.42%	+7	Timeline
RWKINVESCO EXCH TRADED FD TR II	4,835	$522K	0.42%	+16	Timeline
HONHONEYWELL INTL INC	2,451	$519K	0.42%	+35	Timeline
VZVERIZON COMMUNICATIONS INC	11,070	$502K	0.4%	-150	Timeline
SLVISHARES SILVER TR	16,190	$502K	0.4%	+3,000	Timeline
PANWPALO ALTO NETWORKS INC	2,901	$495K	0.4%	-25	Timeline
PNOVINNOVATOR ETFS TRUST	13,300	$495K	0.4%	0	Timeline
RFDAALPS ETF TR	9,297	$494K	0.4%	+24	Timeline
DISDISNEY WALT CO	4,994	$493K	0.4%	+108	Timeline
SLYGSPDR SERIES TRUST	5,803	$482K	0.39%	-8,338	Timeline
CVXCHEVRON CORPORATION	2,839	$475K	0.38%	-487	Timeline
GABGABELLI EQUITY TR INC	86,084	$474K	0.38%	0	Timeline
CALFPACER FDS TR	12,611	$473K	0.38%	+979	Timeline
ETNEATON CORP PLC	1,716	$467K	0.38%	-386	Timeline
XSVMINVESCO EXCHANGE TRADED FD T	8,939	$449K	0.36%	+68	Timeline
CVSCVS HEALTH CORP	6,548	$444K	0.36%	+308	Timeline
NXJNUVEEN NEW JERSEY	37,312	$439K	0.35%	+475	Timeline
SFMSPROUTS FMRS MKT INC	2,859	$436K	0.35%	-687	Timeline
CLCOLGATE PALMOLIVE CO	4,642	$435K	0.35%	0	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	6,620	$431K	0.35%	+350	Timeline
URIUNITED RENTALS INC	667	$418K	0.34%	0	Timeline
RTXRTX CORPORATION	3,143	$416K	0.34%	+377	Timeline
PFEBINNOVATOR ETFS TRUST	11,400	$408K	0.33%	0	Timeline
XLESELECT SECTOR SPDR TR	4,313	$403K	0.32%	-866	Timeline
ABBVABBVIE INC	1,913	$401K	0.32%	+174	Timeline
PAPRINNOVATOR ETFS TRUST	11,100	$396K	0.32%	-1,500	Timeline
QQQINVESCO QQQ TR	842	$395K	0.32%	0	Timeline
CCITIGROUP INC	5,523	$392K	0.32%	+85	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	6,711	$384K	0.31%	-201	Timeline
PGPROCTER & GAMBLE CO	2,237	$381K	0.31%	-224	Timeline
KAPRINNOVATOR ETFS TRUST	12,351	$381K	0.31%	-2,324	Timeline
AMGNAMGEN INC	1,220	$380K	0.31%	-30	Timeline
MCKMCKESSON CORP	563	$379K	0.3%	0	Timeline
FFEBFIRST TR EXCHNG TRADED FD VI	7,685	$375K	0.3%	-180	Timeline
XLVSELECT SECTOR SPDR TR	2,565	$375K	0.3%	+502	Timeline
PAYXPAYCHEX INC	2,406	$371K	0.3%	-1,333	Timeline
BDXBECTON DICKINSON & CO	1,600	$367K	0.3%	+7	Timeline
MCDMCDONALDS CORP	1,161	$363K	0.29%	-737	Timeline
KOCOCA COLA CO	4,902	$351K	0.28%	-528	Timeline
PJUNINNOVATOR ETFS TRUST	9,475	$351K	0.28%	0	Timeline
FTECFIDELITY COVINGTON TRUST	2,167	$349K	0.28%	+49	Timeline
IWMISHARES TR	1,739	$347K	0.28%	-148	Timeline
SUSUNCOR ENERGY INC NEW	8,943	$346K	0.28%	+74	Timeline
QTUMETF SER SOLUTIONS	4,631	$345K	0.28%	+500	Timeline
CRMSALESFORCE INC	1,270	$341K	0.27%	0	Timeline
FVFIRST TR EXCHANGE TRADED FD	5,974	$328K	0.26%	+4	Timeline
WPMWHEATON PRECIOUS METALS CORP	4,124	$320K	0.26%	0	Timeline
METAMETA PLATFORMS INC	553	$319K	0.26%	-246	Timeline
EPDENTERPRISE PRODS PARTNERS L	9,288	$317K	0.26%	+5	Timeline
HIGHARTFORD INSURANCE GROUP INC	2,560	$317K	0.25%	+12	Timeline
QCOMQUALCOMM INC	2,061	$317K	0.25%	+34	Timeline
KDPKEURIG DR PEPPER INC	9,122	$312K	0.25%	-124	Timeline
KYNKAYNE ANDERSON ENERGY INFRST	24,294	$312K	0.25%	-849	Timeline
PSEPINNOVATOR ETFS TRUST	8,100	$311K	0.25%	0	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,575	$306K	0.25%	+10	Timeline
EXCEXELON CORP	6,611	$305K	0.25%	+36	Timeline
FJUNFIRST TR EXCHNG TRADED FD VI	6,070	$303K	0.24%	-155	Timeline
XLUSELECT SECTOR SPDR TR	3,782	$298K	0.24%	-2,031	Timeline
VWOVANGUARD INTL EQUITY INDEX F	6,577	$298K	0.24%	+247	Timeline
SOSOUTHERN CO	3,181	$293K	0.24%	+12	Timeline
TAT&T INC	10,239	$290K	0.23%	-659	Timeline
CEGCONSTELLATION ENERGY CORP	1,427	$288K	0.23%	+150	Timeline
PFFISHARES TR	9,160	$281K	0.23%	+38	Timeline
FIXDFIRST TR EXCHNG TRADED FD VI	6,381	$280K	0.23%	-893	Timeline
AVUSAMERICAN CENTY ETF TR	3,018	$279K	0.22%	new	Timeline
MUJBLACKROCK MUNIHLDGS NJ QLTY	24,435	$275K	0.22%	+227	Timeline
EVNEATON VANCE MUN INCOME TR	26,615	$273K	0.22%	+388	Timeline
TRVTRAVELERS COMPANIES INC	1,027	$272K	0.22%	+3	Timeline
KJULINNOVATOR ETFS TRUST	9,700	$271K	0.22%	-900	Timeline
COPCONOCOPHILLIPS	2,577	$271K	0.22%	+1	Timeline
RCLROYAL CARIBBEAN GROUP	1,314	$270K	0.22%	+104	Timeline
FOCTFIRST TR EXCHNG TRADED FD VI	6,500	$270K	0.22%	+100	Timeline
FLQLFRANKLIN TEMPLETON ETF TR	4,672	$264K	0.21%	+7	Timeline
VYMVANGUARD WHITEHALL FDS	2,033	$262K	0.21%	-60	Timeline
PMOFRANKLIN MUN OPPORTUNITIES T	25,220	$257K	0.21%	+337	Timeline
MUBISHARES TR	2,408	$254K	0.2%	+12	Timeline
CATCATERPILLAR INC	769	$254K	0.2%	-186	Timeline
FSIGFIRST TR EXCHANGE-TRADED FD	13,350	$253K	0.2%	-1,075	Timeline
PMARINNOVATOR ETFS TRUST	6,300	$252K	0.2%	-600	Timeline
CSCOCISCO SYS INC	4,065	$251K	0.2%	-956	Timeline
MATXMATSON INC	1,921	$246K	0.2%	+2	Timeline
AIQGLOBAL X FDS	6,650	$242K	0.19%	new	Timeline
RRYDER SYS INC	1,665	$239K	0.19%	+20	Timeline
FCOMFIDELITY COVINGTON TRUST	4,179	$235K	0.19%	+429	Timeline
XLISELECT SECTOR SPDR TR	1,787	$234K	0.19%	+100	Timeline
PDECINNOVATOR ETFS TRUST	6,200	$233K	0.19%	0	Timeline
ETENERGY TRANSFER L P	12,457	$232K	0.19%	+7	Timeline
KOCTINNOVATOR ETFS TRUST	7,900	$231K	0.19%	-2,000	Timeline
UNMUNUM GROUP	2,795	$228K	0.18%	-175	Timeline
IWDISHARES TR	1,209	$228K	0.18%	+12	Timeline
FPEIFIRST TR EXCH TRADED FD III	12,045	$225K	0.18%	-710	Timeline
ZMZOOM COMMUNICATIONS INC	3,018	$223K	0.18%	+90	Timeline
BXBLACKSTONE INC	1,581	$221K	0.18%	0	Timeline
SMHVANECK ETF TRUST	1,038	$220K	0.18%	new	Timeline
XLFSELECT SECTOR SPDR TR	4,349	$217K	0.17%	new	Timeline
PLTRPALANTIR TECHNOLOGIES INC	2,480	$209K	0.17%	new	Timeline
GSGOLDMAN SACHS GROUP INC	380	$208K	0.17%	+1	Timeline
UALUNITED AIRLS HLDGS INC	3,000	$207K	0.17%	0	Timeline
FAUGFIRST TR EXCHNG TRADED FD VI	4,545	$207K	0.17%	-180	Timeline
UBERUBER TECHNOLOGIES INC	2,782	$203K	0.16%	new	Timeline
RFCIALPS ETF TR	8,985	$202K	0.16%	new	Timeline
OGNORGANON & CO	12,496	$186K	0.15%	-3,250	Timeline
RYLDGLOBAL X FDS	11,631	$176K	0.14%	new	Timeline
PDOPIMCO DYNAMIC INCOME OPRNTS	12,507	$174K	0.14%	new	Timeline
FAXABRDN ASIA PACIFIC INCOME FU	10,172	$160K	0.13%	new	Timeline
CIONCION INVT CORP	13,259	$137K	0.11%	new	Timeline
BHCBAUSCH HEALTH COS INC	13,925	$90.1K	0.07%	new	Timeline
JPCNUVEEN PFD & INCOME OPPORTUN	11,113	$88.5K	0.07%	new	Timeline
GROYGOLD ROYALTY CORP	10,055	$14.5K	0.01%	new	Timeline
TRXTRX GOLD CORPORATION	16,750	$5.21K	<0.01%	new	Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
GILDGILEAD SCIENCES INC	4,660	$430K	shares
SCHWCHARLES SCHWAB CORP (THE)	3,959	$293K	shares
DUKDUKE ENERGY CORP NEW	2,389	$257K	shares
BDCBELDEN INC	1,980	$223K	shares
JBLJABIL INC	1,535	$221K	shares
PJULINNOVATOR ETFS TRUST	5,200	$214K	shares
AFRMAFFIRM HLDGS INC	3,451	$210K	shares
IWOISHARES TR	712	$205K	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0000946629-25-000005	base		2025-05-13	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC