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
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
489
+ 9.65%
$50.32 - $54.01 $24.6K - $26.4K
5.56K $300M
ADI
Analog Devices Inc

Technology
11
+ 0.24%
$220.68 - $255.63 $2.43K - $2.81K
4.66K $1.15B
CTVA
Corteva, Inc.

Basic Materials
1.09K
+ 20.85%
$67.08 - $77.12 $73.1K - $84K
6.31K $427M
PNC
Pnc Financial Services Group, Inc.

Financial Services
82
+ 5.96%
$185.88 - $207.44 $15.2K - $17K
1.46K $293M
VEEV
Veeva Systems Inc

Healthcare
42
+ 1.75%
$269.2 - $297.91 $11.3K - $12.5K
2.45K $729M
THO
Thor Industries Inc

Consumer Cyclical
15
+ 0.64%
$88.76 - $112.33 $1.33K - $1.68K
2.35K $244M
WCC
Wesco International Inc

Industrials
14
+ 1.13%
$189.22 - $227.19 $2.65K - $3.18K
1.26K $266M
NAT
Nordic American Tankers LTD

Industrials
5.18K
+ 14.0%
N/A
42.2K $132M
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.12%
$279.83 - $293.74 $839 - $881
2.42K $711M
UNP
Union Pacific Corp

Industrials
110
+ 9.24%
$214.91 - $237.16 $23.6K - $26.1K
1.3K $307M
CBOE
Cboe Global Markets, Inc.

Financial Services
62
+ 4.43%
$231.35 - $253.24 $14.3K - $15.7K
1.46K $358M
MCK
Mckesson Corp

Healthcare
7
+ 1.21%
$659.01 - $772.54 $4.61K - $5.41K
587 $453M
JCI
Johnson Controls International PLC

Industrials
105
+ 2.74%
$103.24 - $111.73 $10.8K - $11.7K
3.94K $433M
MA
Mastercard Inc

Financial Services
31
+ 2.13%
$550.18 - $598.96 $17.1K - $18.6K
1.49K $847M
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 0.32%
$334.32 - $426.2 $669 - $852
618 $263M
MSI
Motorola Solutions, Inc.

Technology
4
+ 0.59%
$408.73 - $490.3 $1.63K - $1.96K
678 $310M
AXP
American Express CO

Financial Services
49
+ 6.33%
$294.27 - $342.31 $14.4K - $16.8K
823 $273M
DHT
Dht Holdings, Inc.

Energy
764
+ 6.99%
$10.72 - $12.95 $8.19K - $9.89K
11.7K $140M
QCOM
Qualcomm Inc

Technology
62
+ 4.53%
$145.84 - $173.55 $9.04K - $10.8K
1.43K $238M
PM
Philip Morris International Inc.

Consumer Defensive
332
+ 18.82%
$157.77 - $183.27 $52.4K - $60.8K
2.1K $340M
ECL
Ecolab Inc.

Basic Materials
27
+ 1.26%
$259.39 - $285.47 $7K - $7.71K
2.17K $593M
Natwest Group PLC
1.06K
+ 2.45%
N/A
44.3K $627M
ORLA
Orla Mining Ltd.

Basic Materials
111
+ 0.64%
$9.3 - $12.78 $1.03K - $1.42K
17.4K $188M
TFC
Truist Financial Corp

Financial Services
1
+ 0.02%
$42.83 - $47.07 $42.8 - $47.1
5.26K $240M
III
Information Services Group Inc.

Technology
277
+ 2.34%
$4.2 - $5.97 $1.16K - $1.65K
12.1K $69.7M
JBL
Jabil Inc

Technology
66
+ 1.87%
$202.08 - $234.45 $13.3K - $15.5K
3.59K $780M
NMR
Nomura Holdings Inc

Financial Services
48
+ 0.33%
$6.28 - $7.56 $301 - $363
14.5K $106M
LLY
Eli Lilly & CO

Healthcare
26
+ 4.05%
$625.65 - $812.69 $16.3K - $21.1K
668 $510M
AMT
American Tower Corp

Real Estate
252
+ 17.97%
$192.32 - $232.35 $48.5K - $58.6K
1.65K $318M
MFIN
Medallion Financial Corp

Financial Services
158
+ 1.46%
$9.29 - $10.79 $1.47K - $1.7K
11K $111M
SBUX
Starbucks Corp

Consumer Cyclical
310
+ 10.24%
$81.9 - $96.86 $25.4K - $30K
3.34K $282M
ADT
Adt Inc.

Industrials
227
+ 2.0%
$8.27 - $8.85 $1.88K - $2.01K
11.6K $101M
ERIC
Ericsson Lm Telephone CO

Technology
846
+ 7.35%
$7.2 - $8.55 $6.09K - $7.23K
12.4K $102M
VRSN
Verisign Inc

Technology
36
+ 4.58%
$263.02 - $305.98 $9.47K - $11K
822 $230M
CME
Cme Group Inc.

Financial Services
24
+ 2.67%
$258.83 - $287.1 $6.21K - $6.89K
924 $250M
KFY
Korn Ferry

Industrials
179
+ 5.41%
$69.05 - $76.46 $12.4K - $13.7K
3.49K $244M
CSCO
Cisco Systems, Inc.

Technology
141
+ 1.38%
$66.2 - $71.79 $9.33K - $10.1K
10.3K $708M
EQR
Equity Residential

Real Estate
129
+ 3.89%
$62.3 - $68.34 $8.04K - $8.82K
3.45K $223M
MSCI
Msci Inc.

Financial Services
3
+ 0.83%
$526.48 - $588.0 $1.58K - $1.76K
364 $207M
TS
Tenaris Sa

Energy
177
+ 3.02%
$34.66 - $38.85 $6.13K - $6.88K
6.03K $216M
EMR
Emerson Electric CO

Industrials
35
+ 0.82%
$128.6 - $149.63 $4.5K - $5.24K
4.3K $563M
PLTK
Playtika Holding Corp.

Communication Services
1.31K
+ 7.61%
$3.44 - $5.0 $4.52K - $6.57K
18.6K $72.2M
CALM
Cal Maine Foods Inc

Consumer Defensive
73
+ 2.28%
$94.1 - $119.16 $6.87K - $8.7K
3.27K $308M
KMT
Kennametal Inc

Industrials
268
+ 2.84%
$19.97 - $25.7 $5.35K - $6.89K
9.69K $203M
MCO
Moodys Corp

Financial Services
3
+ 0.5%
$472.69 - $521.32 $1.42K - $1.56K
606 $289M
CL
Colgate Palmolive CO

Consumer Defensive
414
+ 7.72%
$79.36 - $93.33 $32.9K - $38.6K
5.78K $462M
SYK
Stryker Corp

Healthcare
11
+ 0.89%
$368.57 - $403.53 $4.05K - $4.44K
1.25K $460M
LII
Lennox International Inc

Industrials
5
+ 0.71%
$516.18 - $664.54 $2.58K - $3.32K
709 $375M
HDB
Hdfc Bank LTD

Financial Services
3.09K
+ 92.3%
$34.14 - $78.94 $106K - $244K
6.45K $220M
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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