Baron Wealth Management LLC New Holdings in Q4 2025

Baron Wealth Management LLC

  • $325 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
29.3K
New
$115.95 - $121.97 $3.39M - $3.57M
29.3K $3.52B
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.7K
New
$74.09 - $75.1 $943K - $955K
12.7K $942M
IWD
Ishares Russell 1000 Val ETF

ETFs
3K
New
$199.44 - $208.01 $599K - $624K
3K $631M
Bny Mellon ETF Trust Ii
21.2K
New
N/A
21.2K $616M
AA
Alcoa Corp

Basic Materials
8.91K
New
$33.79 - $40.14 $301K - $358K
8.91K $473M
MGA
Magna International Inc

Consumer Cyclical
6.57K
New
$43.54 - $50.37 $286K - $331K
6.57K $350M
TNL
Travel & Leisure Co.

Consumer Cyclical
4.82K
New
$58.09 - $69.91 $280K - $337K
4.82K $340M
FICO
Fair Isaac Corp

Technology
192
New
$1512.71 - $1879.55 $290K - $361K
192 $325M
BFH
Bread Financial Holdings, Inc.

Financial Services
4.07K
New
$54.08 - $66.26 $220K - $270K
4.07K $301M
MKL
Markel Corp

Financial Services
138
New
$1826.32 - $2091.91 $252K - $289K
138 $297M
DLX
Deluxe Corp

Communication Services
13.1K
New
$17.92 - $20.86 $235K - $274K
13.1K $293M
SHOP
Shopify Inc.

Technology
1.68K
New
$146.04 - $179.01 $245K - $300K
1.68K $270M
WAFD
Washington Federal Inc

Financial Services
8.4K
New
$27.83 - $30.68 $234K - $258K
8.4K $269M
IBP
Installed Building Products, Inc.

Consumer Cyclical
1.01K
New
$235.14 - $271.47 $237K - $273K
1.01K $261M
PLTR
Palantir Technologies Inc.

Technology
1.44K
New
$172.14 - $207.18 $247K - $297K
1.44K $255M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.32K
New
$185.12 - $192.11 $244K - $253K
1.32K $252M
TOL
Toll Brothers, Inc.

Consumer Cyclical
1.67K
New
$127.26 - $142.72 $213K - $238K
1.67K $226M
Ge Vernova Inc
342
New
N/A
342 $224M
DOV
Dover Corp

Industrials
1.14K
New
$161.16 - $183.97 $184K - $210K
1.14K $223M
AMG
Affiliated Managers Group, Inc.

Financial Services
771
New
$230.78 - $264.8 $178K - $204K
771 $222M
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.6K
New
$122.36 - $133.85 $196K - $214K
1.6K $221M
Teekay Tankers LTD
4.04K
New
N/A
4.04K $216M
RGA
Reinsurance Group Of America Inc

Financial Services
1.06K
New
$181.54 - $197.59 $192K - $208K
1.06K $215M
BX
Blackstone Inc.

Financial Services
1.38K
New
$138.42 - $168.45 $191K - $233K
1.38K $213M
OMF
One Main Holdings, Inc.

Financial Services
3.14K
New
$52.15 - $61.38 $164K - $193K
3.14K $212M
FLR
Fluor Corp

Industrials
5.3K
New
$42.39 - $50.73 $225K - $269K
5.3K $210M
ATKR
Atkore Inc.

Industrials
3.32K
New
$61.61 - $70.0 $205K - $232K
3.32K $210M
ABC
Amerisourcebergen Corp

Healthcare
605
New
N/A
605 $204M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
9.52K
New
$12.44 - $16.02 $118K - $152K
9.52K $202M
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
13.1K
New
$10.61 - $12.71 $139K - $167K
13.1K $189M
AGNC
Agnc Investment Corp.

Real Estate
12.6K
New
$9.88 - $10.34 $125K - $130K
12.6K $135M
EBS
Emergent Bio Solutions Inc.

Healthcare
10.8K
New
$9.07 - $12.84 $97.8K - $138K
10.8K $133M
BTEGF
Baytex Energy Corp.

Energy
38.5K
New
N/A
38.5K $124M
WU
Western Union CO

Financial Services
11.5K
New
$7.93 - $9.54 $91.2K - $110K
11.5K $107M
Teekay Corporation LTD
10.5K
New
N/A
10.5K $94.6M
TBLA
Taboola.Com Ltd.

Communication Services
14.6K
New
$3.05 - $4.18 $44.4K - $60.8K
14.6K $67.1M
Uranium Rty Corp
12.4K
New
N/A
12.4K $43.7M
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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