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
JCI
Johnson Controls International PLC

Industrials
588
+ 14.94%
$105.55 - $122.66 $62.1K - $72.1K
4.53K $542M
GS
Goldman Sachs Group Inc

Financial Services
53
+ 8.09%
$744.6 - $838.97 $39.5K - $44.5K
708 $623M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.93K
+ 21.97%
$34.7 - $37.35 $66.8K - $71.9K
10.7K $407M
PBYI
Puma Biotechnology, Inc.

Healthcare
13.6K
+ 62.59%
$4.73 - $5.95 $64.4K - $81.1K
35.4K $211M
VOD
Vodafone Group Public LTD CO

Communication Services
1.4K
+ 2.96%
$11.17 - $12.67 $15.7K - $17.8K
48.8K $644M
MMM
3 M CO

Industrials
508
+ 18.9%
$148.75 - $171.6 $75.6K - $87.2K
3.2K $512M
VIG
Vanguard Dividend Appreciation

ETFs
83
+ 0.45%
N/A
18.5K $4.08B
KGC
Kinross Gold Corp

Basic Materials
640
+ 2.99%
$22.47 - $27.58 $14.4K - $17.7K
22.1K $621M
CB
Chubb LTD

Financial Services
96
+ 4.95%
$268.2 - $296.22 $25.7K - $28.4K
2.04K $636M
Celestica Inc
59
+ 4.13%
N/A
1.49K $440M
BAC
Bank Of America Corp

Financial Services
830
+ 7.18%
$48.65 - $54.11 $40.4K - $44.9K
12.4K $682M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
1.29K
+ 23.27%
$52.81 - $55.35 $68.3K - $71.6K
6.85K $381M
IVW
Ishares S&P 500 Growth ETF

ETFs
16
+ 0.06%
$118.29 - $126.28 $1.89K - $2.02K
28.8K $3.55B
JPM
Jpmorgan Chase & CO

Financial Services
92
+ 1.45%
$294.11 - $320.41 $27.1K - $29.5K
6.42K $2.07B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
130
+ 6.83%
$475.68 - $513.11 $61.8K - $66.7K
2.03K $1.02B
MLI
Mueller Industries Inc

Industrials
142
+ 4.13%
$96.96 - $109.12 $13.8K - $15.5K
3.58K $411M
HCA
Hca Healthcare, Inc.

Healthcare
79
+ 12.78%
$410.68 - $476.61 $32.4K - $37.7K
697 $325M
CRWD
Crowd Strike Holdings, Inc.

Technology
165
+ 22.39%
$482.23 - $557.53 $79.6K - $92K
902 $423M
WCC
Wesco International Inc

Industrials
75
+ 5.97%
$208.29 - $267.15 $15.6K - $20K
1.33K $326M
CMC
Commercial Metals CO

Basic Materials
241
+ 6.75%
$55.35 - $62.05 $13.3K - $15K
3.81K $264M
SCHW
Schwab Charles Corp

Financial Services
408
+ 10.82%
$91.91 - $97.71 $37.5K - $39.9K
4.18K $418M
CM
Canadian Imperial Bank Of Commerce

Financial Services
207
+ 6.15%
$79.81 - $87.17 $16.5K - $18K
3.57K $324M
RTX
Raytheon Technologies Corp

Industrials
10
+ 0.31%
$157.0 - $179.44 $1.57K - $1.79K
3.2K $587M
ORLA
Orla Mining Ltd.

Basic Materials
137
+ 0.79%
$9.52 - $13.61 $1.3K - $1.86K
17.6K $236M
SU
Suncor Energy Inc

Energy
459
+ 4.22%
$38.17 - $44.36 $17.5K - $20.4K
11.3K $503M
LOW
Lowes Companies Inc

Consumer Cyclical
419
+ 7.98%
$225.0 - $247.99 $94.3K - $104K
5.67K $1.37B
EFA
Ishares Tr Msci Eafe ETF

ETFs
168
+ 1.44%
$92.24 - $96.56 $15.5K - $16.2K
11.9K $1.14B
III
Information Services Group Inc.

Technology
7.24K
+ 59.75%
$5.12 - $6.22 $37.1K - $45.1K
19.4K $112M
HD
Home Depot, Inc.

Consumer Cyclical
258
+ 33.59%
$358.03 - $397.02 $92.4K - $102K
1.03K $353M
MUR
Murphy Oil Corp

Energy
194
+ 1.67%
$26.57 - $30.68 $5.15K - $5.95K
11.8K $369M
ABT
Abbott Laboratories

Healthcare
662
+ 13.05%
$123.62 - $134.59 $81.8K - $89.1K
5.74K $719M
TJX
Tjx Companies Inc

Consumer Cyclical
117
+ 5.18%
$138.56 - $147.63 $16.2K - $17.3K
2.38K $365M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12
+ 0.59%
$600.51 - $631.95 $7.21K - $7.58K
2.06K $1.29B
TS
Tenaris Sa

Energy
534
+ 8.86%
$33.69 - $41.28 $18K - $22K
6.56K $252M
MCO
Moodys Corp

Financial Services
30
+ 4.95%
$468.56 - $495.08 $14.1K - $14.9K
636 $325M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.04%
$589.5 - $635.77 $590 - $636
2.54K $1.56B
LHX
L3 Harris Technologies, Inc.

Industrials
161
+ 14.29%
$283.87 - $306.76 $45.7K - $49.4K
1.29K $378M
CBOE
Cboe Global Markets, Inc.

Financial Services
101
+ 6.91%
$232.68 - $260.88 $23.5K - $26.3K
1.56K $392M
DHT
Dht Holdings, Inc.

Energy
2.47K
+ 21.12%
$11.2 - $13.67 $27.7K - $33.8K
14.2K $173M
EMR
Emerson Electric CO

Industrials
192
+ 4.47%
$126.01 - $140.03 $24.2K - $26.9K
4.49K $595M
MCD
Mcdonalds Corp

Consumer Cyclical
94
+ 6.13%
$293.81 - $310.11 $27.6K - $29.2K
1.63K $497M
NXST
Nexstar Media Group, Inc.

Communication Services
109
+ 6.91%
$182.18 - $204.07 $19.9K - $22.2K
1.69K $343M
IDXX
Idexx Laboratories Inc

Healthcare
2
+ 0.26%
$616.15 - $722.94 $1.23K - $1.45K
760 $514M
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.17%
$261.57 - $287.42 $1.05K - $1.15K
2.39K $693M
PNC
Pnc Financial Services Group, Inc.

Financial Services
59
+ 4.05%
$178.37 - $198.46 $10.5K - $11.7K
1.52K $316M
VRSK
Verisk Analytics, Inc.

Industrials
375
+ 17.12%
$208.0 - $249.55 $78K - $93.6K
2.57K $574M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
154
+ 1.02%
$52.29 - $61.47 $8.05K - $9.47K
15.3K $946M
AIG
American International Group, Inc.

Financial Services
24
+ 0.81%
$76.15 - $84.05 $1.83K - $2.02K
2.98K $255M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
38
+ 1.05%
$82.92 - $88.2 $3.15K - $3.35K
3.66K $329M
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
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