Baron Wealth Management LLC Purchases in Q3 2025

Baron Wealth Management LLC

  • $302 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PBYI
Puma Biotechnology, Inc.

Healthcare
21.8K
New
$3.07 - $5.73 $66.8K - $125K
21.8K $116M
MO
Altria Group, Inc.

Consumer Defensive
627
+ 6.5%
$57.75 - $67.68 $36.2K - $42.4K
10.3K $678M
BKE
Buckle Inc

Consumer Cyclical
499
+ 7.98%
$46.95 - $61.58 $23.4K - $30.7K
6.75K $396M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
37
+ 1.84%
$567.77 - $614.76 $21K - $22.7K
2.05K $1.25B
MLI
Mueller Industries Inc

Industrials
461
+ 15.5%
$82.07 - $101.7 $37.8K - $46.9K
3.44K $347M
MUR
Murphy Oil Corp

Energy
1.73K
+ 17.43%
$22.13 - $30.03 $38.2K - $51.8K
11.6K $330M
GTX
Garrett Motion Inc.

Consumer Cyclical
2.86K
+ 12.98%
$10.72 - $13.99 $30.6K - $40K
24.9K $339M
ABBV
Abb Vie Inc.

Healthcare
132
+ 8.02%
$184.85 - $231.54 $24.4K - $30.6K
1.78K $412M
AEM
Agnico Eagle Mines LTD

Basic Materials
105
+ 6.12%
$116.14 - $168.56 $12.2K - $17.7K
1.82K $307M
MS
Morgan Stanley

Financial Services
50
+ 0.96%
$139.09 - $161.16 $6.95K - $8.06K
5.27K $837M
BCS
Barclays PLC

Financial Services
1.5K
+ 4.54%
$17.88 - $21.05 $26.7K - $31.5K
34.4K $712M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
553
+ 2.46%
$14.73 - $19.31 $8.15K - $10.7K
23K $443M
WFC
Wells Fargo & Company

Financial Services
760
+ 9.06%
$77.05 - $85.16 $58.6K - $64.7K
9.15K $767M
CVX
Chevron Corp

Energy
177
+ 3.21%
$145.57 - $161.83 $25.8K - $28.6K
5.7K $885M
TMO
Thermo Fisher Scientific Inc.

Healthcare
77
+ 12.01%
$404.94 - $499.99 $31.2K - $38.5K
718 $348M
IWM
Ishares Russell 2000 ETF

ETFs
9
+ 0.28%
$214.92 - $244.84 $1.93K - $2.2K
3.27K $791M
SO
Southern CO

Utilities
809
+ 25.49%
$90.83 - $96.0 $73.5K - $77.7K
3.98K $377M
FBP
First Bancorp

Financial Services
3.21K
+ 26.26%
$20.32 - $22.49 $65.3K - $72.2K
15.4K $341M
LHX
L3 Harris Technologies, Inc.

Industrials
95
+ 9.21%
$252.18 - $305.41 $24K - $29K
1.13K $344M
CGAU
Centerra Gold Inc.

Basic Materials
268
+ 1.16%
$6.8 - $10.73 $1.82K - $2.88K
23.4K $252M
ORCL
Oracle Corp

Technology
51
+ 4.76%
$218.96 - $328.33 $11.2K - $16.7K
1.12K $316M
SU
Suncor Energy Inc

Energy
901
+ 9.03%
$37.83 - $43.02 $34.1K - $38.8K
10.9K $455M
YY
Joyy Inc.

Communication Services
256
+ 3.17%
N/A
8.33K $488M
PTC
Ptc Inc.

Technology
180
+ 14.48%
$173.07 - $216.53 $31.2K - $39K
1.42K $289M
GS
Goldman Sachs Group Inc

Financial Services
23
+ 3.64%
$696.56 - $806.32 $16K - $18.5K
655 $522M
USB
Us Bancorp \De\

Financial Services
992
+ 12.39%
$43.94 - $50.41 $43.6K - $50K
9K $435M
RTX
Raytheon Technologies Corp

Industrials
29
+ 0.92%
$144.19 - $167.33 $4.18K - $4.85K
3.19K $534M
DUK
Duke Energy Corp

Utilities
420
+ 13.14%
$116.31 - $125.93 $48.9K - $52.9K
3.62K $447M
BPOP
Popular, Inc.

Financial Services
87
+ 2.48%
$111.3 - $128.04 $9.68K - $11.1K
3.6K $457M
CMA
Comerica Inc

Financial Services
438
+ 10.88%
$60.93 - $71.05 $26.7K - $31.1K
4.46K $306M
NXST
Nexstar Media Group, Inc.

Communication Services
150
+ 10.5%
$176.71 - $211.31 $26.5K - $31.7K
1.58K $312M
C
Citigroup Inc

Financial Services
78
+ 2.37%
$85.57 - $103.49 $6.67K - $8.07K
3.37K $341M
ENRFF
Enerflex Ltd.
1.64K
+ 10.77%
N/A
16.9K $182M
IMO
Imperial Oil LTD

Energy
208
+ 5.65%
$80.03 - $95.16 $16.6K - $19.8K
3.89K $353M
VOD
Vodafone Group Public LTD CO

Communication Services
1.36K
+ 2.96%
$10.67 - $12.06 $14.5K - $16.4K
47.4K $550M
MRK
Merck & Co., Inc.

Healthcare
519
+ 20.47%
$77.6 - $87.37 $40.3K - $45.3K
3.06K $256M
META
Meta Platforms, Inc.

Communication Services
82
+ 5.22%
$695.21 - $791.73 $57K - $64.9K
1.65K $1.21B
BAC
Bank Of America Corp

Financial Services
82
+ 0.71%
$44.92 - $52.42 $3.68K - $4.3K
11.6K $597M
GE
General Electric CO

Industrials
42
+ 4.61%
$244.75 - $305.63 $10.3K - $12.8K
954 $287M
GILD
Gilead Sciences, Inc.

Healthcare
459
+ 6.01%
$108.22 - $120.47 $49.7K - $55.3K
8.1K $899M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
713
+ 8.85%
$32.53 - $35.69 $23.2K - $25.4K
8.77K $311M
CM
Canadian Imperial Bank Of Commerce

Financial Services
221
+ 7.03%
$71.11 - $81.68 $15.7K - $18.1K
3.36K $269M
LYG
Lloyds Banking Group PLC

Financial Services
10.1K
New
$4.03 - $4.63 $40.8K - $46.9K
10.1K $46M
HD
Home Depot, Inc.

Consumer Cyclical
43
+ 5.93%
$357.4 - $423.42 $15.4K - $18.2K
768 $311M
AFL
Aflac Inc

Financial Services
161
+ 3.87%
$98.09 - $111.7 $15.8K - $18K
4.32K $483M
IWR
Ishares Russell Mid Cap ETF

ETFs
26
+ 0.29%
$92.26 - $97.51 $2.4K - $2.54K
8.89K $858M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
327
+ 9.93%
$79.76 - $85.78 $26.1K - $28.1K
3.62K $307M
SAIA
Saia Inc

Industrials
64
+ 7.34%
$281.49 - $333.61 $18K - $21.4K
936 $280M
RMD
Resmed Inc

Healthcare
64
+ 4.32%
$252.01 - $293.73 $16.1K - $18.8K
1.55K $423M
Activity Summary
Buys All Purchases 151 New Holdings 26 Increased Positions 125 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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