Baron Wealth Management LLC Incresed Positions in Q4 2024

Baron Wealth Management LLC

  • $212 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
371
+ 1.21%
$221.69 - $259.02 $82.2K - $96.1K
30.9K $7.74B
AMZN
Amazon Com Inc

Consumer Cyclical
728
+ 7.28%
$180.88 - $232.93 $132K - $170K
10.7K $2.35B
F
Ford Motor CO

Consumer Cyclical
60.6K
+ 33.41%
$9.69 - $11.4 $588K - $691K
242K $2.4B
NVDA
Nvidia Corp

Technology
865
+ 5.11%
$117.0 - $148.88 $101K - $129K
17.8K $2.39B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.25K
+ 2.78%
$113.92 - $127.38 $711K - $795K
231K $26.6B
JPM
Jpmorgan Chase & CO

Financial Services
176
+ 3.44%
$205.18 - $250.29 $36.1K - $44.1K
5.29K $1.27B
IVW
Ishares S&P 500 Growth ETF

ETFs
36
+ 0.12%
$94.43 - $105.47 $3.4K - $3.8K
28.9K $2.94B
ABT
Abbott Laboratories

Healthcare
1.49K
+ 72.37%
$111.93 - $119.39 $167K - $178K
3.54K $401M
NFLX
Netflix Inc

Communication Services
6
+ 0.69%
$687.65 - $936.56 $4.13K - $5.62K
871 $776M
NOW
Service Now, Inc.

Technology
3
+ 0.31%
$867.18 - $1148.42 $2.6K - $3.45K
962 $1.02B
GOOG
Alphabet Inc.

Communication Services
205
+ 4.69%
$163.08 - $198.16 $33.4K - $40.6K
4.58K $871M
AVGO
Broadcom Inc.

Technology
109
+ 6.15%
$159.67 - $250.0 $17.4K - $27.3K
1.88K $436M
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 0.07%
$567.81 - $607.81 $3.41K - $3.65K
8.66K $5.08B
DIS
Walt Disney CO

Communication Services
370
+ 8.92%
$92.39 - $117.6 $34.2K - $43.5K
4.52K $503M
MS
Morgan Stanley

Financial Services
1
+ 0.02%
$104.42 - $134.99 $104 - $135
4.55K $572M
WFC
Wells Fargo & Company

Financial Services
547
+ 12.75%
$54.98 - $77.35 $30.1K - $42.3K
4.84K $340M
WMT
Walmart Inc.

Consumer Defensive
130
+ 1.57%
$79.1 - $95.7 $10.3K - $12.4K
8.39K $758M
TRV
Travelers Companies, Inc.

Financial Services
313
+ 22.7%
$225.97 - $266.66 $70.7K - $83.5K
1.69K $408M
GS
Goldman Sachs Group Inc

Financial Services
71
+ 14.73%
$486.1 - $608.57 $34.5K - $43.2K
553 $317M
HON
Honeywell International Inc

Industrials
228
+ 16.51%
$202.84 - $236.0 $46.2K - $53.8K
1.61K $364M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8
+ 0.29%
$481.22 - $538.17 $3.85K - $4.31K
2.74K $1.4B
WST
West Pharmaceutical Services Inc

Healthcare
35
+ 1.85%
$285.69 - $344.0 $10K - $12K
1.93K $631M
JBL
Jabil Inc

Technology
29
+ 1.29%
$118.97 - $147.77 $3.45K - $4.29K
2.29K $329M
MA
Mastercard Inc

Financial Services
45
+ 4.8%
$491.3 - $536.15 $22.1K - $24.1K
983 $518M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
53
+ 2.72%
$521.84 - $558.82 $27.7K - $29.6K
2K $1.08B
EMR
Emerson Electric CO

Industrials
109
+ 4.69%
$108.13 - $134.33 $11.8K - $14.6K
2.43K $301M
BCS
Barclays PLC

Financial Services
1.94K
+ 11.57%
$11.65 - $13.67 $22.6K - $26.5K
18.7K $248M
ADP
Automatic Data Processing Inc

Industrials
92
+ 10.53%
$280.08 - $307.97 $25.8K - $28.3K
966 $283M
BMY
Bristol Myers Squibb CO

Healthcare
268
+ 6.6%
$51.92 - $59.94 $13.9K - $16.1K
4.33K $245M
META
Meta Platforms, Inc.

Communication Services
37
+ 6.02%
$554.08 - $632.68 $20.5K - $23.4K
652 $381M
XOM
Exxon Mobil Corp

Energy
537
+ 18.02%
$105.51 - $125.37 $56.7K - $67.3K
3.52K $378M
HDB
Hdfc Bank LTD

Financial Services
263
+ 3.71%
$59.45 - $68.01 $15.6K - $17.9K
7.36K $470M
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 0.88%
$471.27 - $550.62 $2.83K - $3.3K
689 $360M
PAYX
Paychex Inc

Industrials
10
+ 0.28%
$135.86 - $148.73 $1.36K - $1.49K
3.64K $510M
ANSS
Ansys Inc

Technology
2
+ 0.17%
$313.05 - $361.45 $626 - $723
1.21K $409M
PNC
Pnc Financial Services Group, Inc.

Financial Services
35
+ 2.43%
$178.39 - $215.0 $6.24K - $7.53K
1.48K $285M
VRSK
Verisk Analytics, Inc.

Industrials
3
+ 0.13%
$262.86 - $294.75 $789 - $884
2.32K $639M
FDS
Factset Research Systems Inc

Financial Services
15
+ 2.88%
$449.69 - $495.72 $6.75K - $7.44K
536 $257M
Natwest Group PLC
182
+ 0.94%
N/A
19.5K $199M
SONY
Sony Group Corp

Technology
10.4K
+ 385.22%
$17.53 - $96.8 $182K - $1M
13.1K $276M
MCD
Mcdonalds Corp

Consumer Cyclical
123
+ 7.85%
$288.47 - $316.54 $35.5K - $38.9K
1.69K $490M
PG
Procter & Gamble CO

Consumer Defensive
270
+ 4.48%
$161.05 - $179.7 $43.5K - $48.5K
6.29K $1.05B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 2.89%
$442.29 - $483.08 $22.1K - $24.2K
1.78K $807M
MSFT
Microsoft Corp

Technology
205
+ 2.38%
$406.35 - $454.46 $83.3K - $93.2K
8.81K $3.71B
FAST
Fastenal CO

Industrials
76
+ 0.75%
$69.99 - $84.35 $5.32K - $6.41K
10.2K $735M
VEEV
Veeva Systems Inc

Healthcare
38
+ 1.46%
$201.81 - $250.45 $7.67K - $9.52K
2.64K $554M
TJX
Tjx Companies Inc

Consumer Cyclical
5
+ 0.21%
$112.15 - $127.2 $561 - $636
2.39K $289M
GWW
W.W. Grainger, Inc.

Industrials
5
+ 2.44%
$1023.06 - $1220.93 $5.12K - $6.1K
210 $221M
LII
Lennox International Inc

Industrials
3
+ 0.47%
$589.36 - $678.43 $1.77K - $2.04K
647 $394M
Activity Summary
Buys All Purchases 106 New Holdings 18 Increased Positions 88 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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