Baron Wealth Management LLC Portfolio Holdings

Baron Wealth Management LLC

  • $208 Billion
  • Q3 2024

Baron Wealth Management LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $208 Billion distributed in 204 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $54.5B, Ishares Core S&P Sm Cap ETF with a value of $26.3B, Apple Inc. with a value of $7.12B, Snap On Inc with a value of $6.77B, and Rivian Automotive, Inc. with a value of $6.33B.

Examining the 13F form we can see an increase of $14.8B in the current position value, from $193B to 208B.

Baron Wealth Management LLC is based out at Troy, MI

Below you can find more details about Baron Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $208 Billion
ETFs: $105 Billion
Technology: $25 Billion
Consumer Cyclical: $17.8 Billion
Industrials: $16.7 Billion
Healthcare: $14.1 Billion
Financial Services: $13.1 Billion
Consumer Defensive: $4.59 Billion
Communication Services: $3.62 Billion
Other: $6.66 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.5 Billion 26.23% of portfolio
303,976
Q3 2024 Reduced 1.57%
$0
$26.3 Billion 12.64% of portfolio
224,610
Q3 2024 Added 4.5%
$0
$4.97 Billion 2.39% of portfolio
8,657
Q3 2024 Added 0.09%
$0
$3.65 Billion 1.76% of portfolio
69,109
Q3 2024 Added 0.65%
$0
$3.64 Billion 1.75% of portfolio
18,374
Q3 2024 Added 0.32%
$0
$2.77 Billion 1.33% of portfolio
28,895
Q3 2024 Reduced 0.83%
$0
$1.33 Billion 0.64% of portfolio
2,727
Q3 2024 Added 0.15%
$0
$1.04 Billion 0.5% of portfolio
12,455
Q2 2024 Added 1.3%
$0
$1.04 Billion 0.5% of portfolio
10,343
Q3 2024 Reduced 49.49%
$0
$1.03 Billion 0.49% of portfolio
1,948
Q3 2024 Added 0.36%
$0
$803 Million 0.39% of portfolio
9,107
Q3 2024 Added 0.07%
$0
$715 Million 0.34% of portfolio
3,239
Q3 2024 Added 0.31%
$0
$637 Million 0.31% of portfolio
2,413
Q3 2024 Added 0.25%
$0
$619 Million 0.3% of portfolio
2,236
Q4 2022 Added 0.04%
$0
$531 Million 0.26% of portfolio
3,039
Q3 2024 Added 1.13%
$0
$437 Million 0.21% of portfolio
3,953
Q3 2024 Added 21.78%
$0
$208 Million 0.1% of portfolio
2,326
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 204
  • Current Value $208 Billion
  • Prior Value $193 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 36 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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