Baron Wealth Management LLC Incresed Positions in Q4 2025

Baron Wealth Management LLC

  • $325 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
69K
+ 71.29%
$36.47 - $38.19 $2.52M - $2.64M
166K $6.36B
FLQH
Franklin Templeton Libertyq In

ETFs
19.9K
+ 2.82%
N/A
727K $28.3B
Mfs Active Exchange Traded F
21K
+ 2.19%
N/A
978K $29.8B
QUAL
Ishares Msci Usa Quality Facto

ETFs
550
+ 0.19%
$191.01 - $199.18 $105K - $110K
285K $56.5B
Fidelity Covington Trust
24.2K
+ 172.15%
N/A
38.2K $1.59B
AAPL
Apple Inc.

Technology
896
+ 2.5%
$245.27 - $275.25 $220K - $247K
36.7K $9.97B
AVGO
Broadcom Inc.

Technology
2.02K
+ 55.95%
$324.63 - $385.98 $657K - $781K
5.64K $1.95B
IVV
Ishares Core S&P 500 ETF

ETFs
1.07K
+ 310.12%
$656.2 - $690.71 $704K - $741K
1.42K $972M
GOOGL
Alphabet Inc.

Communication Services
319
+ 4.8%
$236.57 - $291.31 $75.5K - $92.9K
6.97K $2.18B
AMZN
Amazon Com Inc

Consumer Cyclical
1.51K
+ 11.67%
$213.04 - $254.0 $321K - $383K
14.4K $3.33B
NVDA
Nvidia Corp

Technology
2.45K
+ 11.49%
$179.83 - $207.04 $440K - $506K
23.7K $4.42B
LLY
Eli Lilly & CO

Healthcare
170
+ 25.45%
$799.57 - $1025.28 $136K - $174K
838 $901M
AMGN
Amgen Inc

Healthcare
1.04K
+ 121.61%
$290.13 - $341.71 $302K - $356K
1.9K $621M
PH
Parker Hannifin Corp

Industrials
185
+ 11.57%
$716.66 - $857.93 $133K - $159K
1.78K $1.57B
GOOG
Alphabet Inc.

Communication Services
84
+ 1.83%
$237.49 - $291.74 $19.9K - $24.5K
4.68K $1.47B
JNJ
Johnson & Johnson

Healthcare
101
+ 0.89%
$185.98 - $199.58 $18.8K - $20.2K
11.5K $2.38B
BCS
Barclays PLC

Financial Services
3.85K
+ 11.18%
$19.36 - $22.51 $74.5K - $86.6K
38.3K $974M
USB
Us Bancorp \De\

Financial Services
4K
+ 44.41%
$45.28 - $48.26 $181K - $193K
13K $694M
ENRFF
Enerflex Ltd.
10.8K
+ 64.17%
N/A
27.7K $427M
IBM
International Business Machines Corp

Technology
772
+ 94.84%
$275.97 - $314.98 $213K - $243K
1.59K $470M
VTV
Vanguard Value ETF

ETFs
1.1K
+ 35.46%
$182.87 - $189.72 $200K - $208K
4.19K $800M
Natwest Group PLC
4.21K
+ 9.5%
N/A
48.5K $850M
MU
Micron Technology Inc

Technology
51
+ 3.11%
$181.6 - $253.3 $9.26K - $12.9K
1.69K $482M
MS
Morgan Stanley

Financial Services
598
+ 11.36%
$151.86 - $169.92 $90.8K - $102K
5.86K $1.04B
CAT
Caterpillar Inc

Industrials
84
+ 6.24%
$480.82 - $585.49 $40.4K - $49.2K
1.43K $819M
DHR
Danaher Corp

Healthcare
405
+ 15.49%
$202.46 - $223.01 $82K - $90.3K
3.02K $691M
GE
General Electric CO

Industrials
524
+ 54.93%
$291.49 - $314.28 $153K - $165K
1.48K $455M
WFC
Wells Fargo & Company

Financial Services
817
+ 8.93%
$77.62 - $87.3 $63.4K - $71.3K
9.97K $929M
VEA
Vanguard Ftse Developed Market

ETFs
437
+ 0.85%
$59.18 - $62.09 $25.9K - $27.1K
51.6K $3.22B
CTVA
Corteva, Inc.

Basic Materials
2.38K
+ 37.73%
$61.0 - $66.48 $145K - $158K
8.7K $583M
CSCO
Cisco Systems, Inc.

Technology
848
+ 8.2%
$67.46 - $78.0 $57.2K - $66.1K
11.2K $862M
C
Citigroup Inc

Financial Services
848
+ 25.2%
$93.93 - $102.87 $79.7K - $87.2K
4.21K $492M
BWA
Borgwarner Inc

Consumer Cyclical
2.74K
+ 11.84%
$41.21 - $46.01 $113K - $126K
25.8K $1.16B
MRK
Merck & Co., Inc.

Healthcare
785
+ 25.7%
$82.49 - $92.93 $64.8K - $73K
3.84K $404M
ABBV
Abb Vie Inc.

Healthcare
663
+ 37.29%
$211.96 - $244.38 $141K - $162K
2.44K $558M
SPY
Spdr S&P 500 ETF Trust

ETFs
11
+ 0.13%
$653.02 - $687.39 $7.18K - $7.56K
8.54K $5.82B
AXP
American Express CO

Financial Services
286
+ 34.75%
$316.26 - $372.77 $90.5K - $107K
1.11K $410M
XOM
Exxon Mobil Corp

Energy
866
+ 20.5%
$110.64 - $119.78 $95.8K - $104K
5.09K $613M
GILD
Gilead Sciences, Inc.

Healthcare
297
+ 3.67%
$110.56 - $125.2 $32.8K - $37.2K
8.39K $1.03B
ADI
Analog Devices Inc

Technology
46
+ 0.99%
$225.32 - $246.37 $10.4K - $11.3K
4.71K $1.28B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
208
+ 7.77%
$280.66 - $305.09 $58.4K - $63.5K
2.89K $877M
KMT
Kennametal Inc

Industrials
1.84K
+ 18.98%
$20.45 - $27.78 $37.6K - $51.1K
11.5K $328M
TMO
Thermo Fisher Scientific Inc.

Healthcare
97
+ 13.51%
$524.58 - $588.02 $50.9K - $57K
815 $472M
MDT
Medtronic PLC

Healthcare
1.26K
+ 40.92%
$90.06 - $98.43 $113K - $124K
4.33K $416M
GTX
Garrett Motion Inc.

Consumer Cyclical
1.57K
+ 6.31%
$12.49 - $17.55 $19.6K - $27.6K
26.4K $461M
CGAU
Centerra Gold Inc.

Basic Materials
2.54K
+ 10.85%
$10.83 - $12.68 $27.5K - $32.2K
26K $373M
ZTS
Zoetis Inc.

Healthcare
1.24K
+ 71.39%
$118.8 - $147.53 $147K - $182K
2.97K $373M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.03K
+ 4.47%
$18.04 - $21.83 $18.6K - $22.5K
24.1K $561M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.17K
+ 41.81%
$100.33 - $100.69 $117K - $118K
3.96K $397M
Activity Summary
Buys All Purchases 178 New Holdings 38 Increased Positions 140 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Baron Wealth Management LLC Portfolio

Follow Baron Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email