Baron Wealth Management LLC Portfolio Holdings

Baron Wealth Management LLC

  • $212 Billion
  • Q4 2024

Baron Wealth Management LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $212 Billion distributed in 193 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 $54.1B, Ishares Core S&P Sm Cap ETF with a value of $26.6B, Snap On Inc with a value of $7.93B, Apple Inc. with a value of $7.74B, and Rivian Automotive, Inc. with a value of $7.5B.

Examining the 13F form we can see an increase of $4.7B in the current position value, from $208B to 212B.

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 $212 Billion
ETFs: $109 Billion
Technology: $27.1 Billion
Consumer Cyclical: $19.2 Billion
Industrials: $17.2 Billion
Financial Services: $14 Billion
Healthcare: $11.8 Billion
Communication Services: $4.12 Billion
Consumer Defensive: $2.97 Billion
Other: $5.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$173B
$360 Million 0.17% of portfolio
689
Q4 2024 Added 0.88%
$190B
$368 Million 0.17% of portfolio
3,183
Q4 2024 Added 0.51%
$43.4B
$360 Million 0.17% of portfolio
4,455
Q4 2024 Reduced 0.67%
$4.1B
$354 Million 0.17% of portfolio
2,103
Q3 2024 New
$133B
$347 Million 0.16% of portfolio
3,759
Q4 2024 New
$239B
$340 Million 0.16% of portfolio
4,836
Q4 2024 Added 12.75%
$3.32B
$333 Million 0.16% of portfolio
2,877
Q3 2024 Reduced 0.1%
$44.4B
$341 Million 0.16% of portfolio
4,020
Q4 2024 Reduced 3.09%
$18.3B
$317 Million 0.15% of portfolio
2,051
Q4 2024 Reduced 6.43%
$137B
$321 Million 0.15% of portfolio
1,409
Q4 2024 Added 3.3%
$71.2B
$324 Million 0.15% of portfolio
700
Q4 2024 Reduced 45.53%
$172B
$317 Million 0.15% of portfolio
553
Q4 2024 Added 14.73%
$46.6B
$321 Million 0.15% of portfolio
33,632
Q4 2024 Added 4.28%
$92.9B
$308 Million 0.15% of portfolio
2,862
Q4 2024 Added 4.84%
$18B
$329 Million 0.15% of portfolio
2,285
Q4 2024 Added 1.29%
$135B
$316 Million 0.15% of portfolio
3,540
Q4 2024 Reduced 5.35%
$152B
$289 Million 0.14% of portfolio
2,389
Q4 2024 Added 0.21%
$5.31B
$301 Million 0.14% of portfolio
3,221
Q3 2024 Reduced 4.05%
$12.1B
$306 Million 0.14% of portfolio
1,430
Q4 2024 Reduced 3.7%
$70.6B
$293 Million 0.14% of portfolio
1,799
Q4 2024 Added 0.06%
$21.6B
$299 Million 0.14% of portfolio
2,548
Q4 2024 Reduced 17.19%
$63.1B
$301 Million 0.14% of portfolio
2,457
Q4 2024 Reduced 6.97%
$59.7B
$301 Million 0.14% of portfolio
2,431
Q4 2024 Added 4.69%
$16.2B
$301 Million 0.14% of portfolio
1,784
Q3 2024 Reduced 0.11%
$3.32B
$300 Million 0.14% of portfolio
2,737
Q3 2024 Reduced 12.47%
$0
$300 Million 0.14% of portfolio
2,728
Q4 2024 Reduced 30.99%
$7.21B
$307 Million 0.14% of portfolio
2,313
Q3 2024 Reduced 0.13%
$48.8B
$301 Million 0.14% of portfolio
151
Q2 2024 New
$62.7B
$285 Million 0.13% of portfolio
1,475
Q4 2024 Added 2.43%
$29B
$276 Million 0.13% of portfolio
13,062
Q4 2024 Added 385.22%
$25.3B
$283 Million 0.13% of portfolio
3,948
Q4 2024 Reduced 2.18%
$363B
$278 Million 0.13% of portfolio
1,668
Q4 2024 Reduced 1.24%
$125B
$283 Million 0.13% of portfolio
966
Q4 2024 Added 10.53%
$110B
$272 Million 0.13% of portfolio
2,746
Q4 2024 Reduced 1.33%
$149B
$283 Million 0.13% of portfolio
3,294
Q4 2024 Added 2.17%
$68B
$273 Million 0.13% of portfolio
1,164
Q4 2024 Added 2.37%
$99.7B
$284 Million 0.13% of portfolio
499
Q4 2024 Reduced 3.85%
$89.2B
$250 Million 0.12% of portfolio
1,680
Q4 2024 Added 0.78%
$16.5B
$257 Million 0.12% of portfolio
536
Q4 2024 Added 2.88%
$7.74B
$250 Million 0.12% of portfolio
2,506
Q3 2024 Reduced 11.39%
$48B
$248 Million 0.12% of portfolio
5,727
Q4 2024 Reduced 0.1%
$23B
$246 Million 0.12% of portfolio
1,261
Q4 2024 Reduced 4.32%
$56.6B
$248 Million 0.12% of portfolio
18,680
Q4 2024 Added 11.57%
$11.1B
$256 Million 0.12% of portfolio
550
Q4 2024 Reduced 7.09%
$109B
$245 Million 0.12% of portfolio
4,329
Q4 2024 Added 6.6%
$40.5B
$263 Million 0.12% of portfolio
1,800
Q3 2024 New
$52.8B
$246 Million 0.12% of portfolio
1,274
Q4 2024 Reduced 3.7%
$79.9B
$245 Million 0.12% of portfolio
25,167
Q4 2024 Reduced 0.27%
$17.4B
$255 Million 0.12% of portfolio
1,572
Q4 2024 Added 2.28%

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $212 Billion
  • Prior Value $208 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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