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| Happy Holidays!! thanks for using AUM13F!! |
| Leigh Baldwin & Co LLC
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| CRD # | 38751 |
| SEC # | 801-69290 |
| CIK # | 0000946629 |
| AUM | $285.5 M (2025-03-31) |
| Employees | 18 (100% Investors, 100% Brokers) |
| Phone | 315-655-2964 |
| Address | 112 Albany Street Cazenovia, NY 13035 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000946629 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.1 | ||
| Veeva Systems Inc | 4.5 | ||
| Apple Inc | 4.4 | ||
| Amazon Com Inc | 3.8 | ||
| Microsoft Corp | 3.6 | ||
| Alphabet Inc | 2.3 | ||
| Merck & Co Inc | 1.7 | ||
| Pfizer Inc | 1.6 | ||
| PNC Financial Services Group Inc | 1.5 | ||
| SPDR Gold Trust | 1.5 | ||
| Wal Mart Stores Inc | 1.4 | ||
| Tesla Motors Inc | 1.4 | ||
| Broadcom Inc | 1.2 | ||
| Waste Management Inc | 1.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 690 | 133.9 |
| (b) Individuals (high net worth individuals) | 54 | 125.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.4 |
| (h) Charitable organizations | 5 | 20.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 756 | 285.5 |
| By Discretionary | ||
| Discretionary | 756 | 285.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 756 | 285.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 282.5 | |
| Total | 756 | 285.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000946629] |
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|---|---|---|
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Morgan Dempsey Capital Management LLC
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WI | 0.3 |
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Phillips Wealth Planners LLC
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MS | 0.3 |
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Intrack Investment Management Inc
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Rockingstone Advisors LLC
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MA | 0.3 |
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Hewell Financial Group Inc
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0.3 | |
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Bernzott Capital Advisors
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CA | 0.3 |
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Aragon Capital LLC
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FL | 0.3 |
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Core Financial Partners Inc
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CA | 0.3 |
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Carswell Investments LLC
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NY | 0.3 |