Baron Wealth Management LLC Purchases 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
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
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.7K
New
$74.09 - $75.1 $943K - $955K
12.7K $942M
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
Bny Mellon ETF Trust Ii
21.2K
New
N/A
21.2K $616M
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
AA
Alcoa Corp

Basic Materials
8.91K
New
$33.79 - $40.14 $301K - $358K
8.91K $473M
WMT
Walmart Inc.

Consumer Defensive
3.46K
+ 37.09%
$101.18 - $109.03 $350K - $377K
12.8K $1.42B
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
MGA
Magna International Inc

Consumer Cyclical
6.57K
New
$43.54 - $50.37 $286K - $331K
6.57K $350M
GOOG
Alphabet Inc.

Communication Services
84
+ 1.83%
$237.49 - $291.74 $19.9K - $24.5K
4.68K $1.47B
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
BA
Boeing CO

Industrials
1.35K
New
$191.81 - $225.32 $260K - $305K
1.35K $294M
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
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
IBP
Installed Building Products, Inc.

Consumer Cyclical
1.01K
New
$235.14 - $271.47 $237K - $273K
1.01K $261M
USB
Us Bancorp \De\

Financial Services
4K
+ 44.41%
$45.28 - $48.26 $181K - $193K
13K $694M
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
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
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
VTV
Vanguard Value ETF

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