Baron Wealth Management LLC Incresed Positions in Q3 2025

Baron Wealth Management LLC

  • $302 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
4.56K
+ 14.61%
$202.38 - $256.87 $923K - $1.17M
35.8K $9.11B
FLQH
Franklin Templeton Libertyq In

ETFs
28.3K
+ 4.17%
N/A
707K $26.4B
Mfs Active Exchange Traded F
32.7K
+ 3.54%
N/A
957K $28.3B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.18K
+ 6.81%
$35.42 - $38.65 $219K - $239K
96.8K $3.68B
JNJ
Johnson & Johnson

Healthcare
525
+ 4.83%
$155.17 - $185.42 $81.5K - $97.3K
11.4K $2.11B
UNH
Unitedhealth Group Inc

Healthcare
915
+ 90.33%
$237.77 - $353.61 $218K - $324K
1.93K $666M
IVW
Ishares S&P 500 Growth ETF

ETFs
25
+ 0.09%
$108.97 - $121.65 $2.72K - $3.04K
28.8K $3.48B
AVGO
Broadcom Inc.

Technology
350
+ 10.72%
$264.74 - $369.57 $92.7K - $129K
3.62K $1.19B
BWA
Borgwarner Inc

Consumer Cyclical
1.36K
+ 6.24%
$34.53 - $44.44 $46.9K - $60.3K
23.1K $1.02B
UI
Ubiquiti Inc.

Technology
20
+ 2.16%
$388.83 - $660.58 $7.78K - $13.2K
947 $626M
VIG
Vanguard Dividend Appreciation

ETFs
49
+ 0.27%
N/A
18.5K $3.98B
JPM
Jpmorgan Chase & CO

Financial Services
172
+ 2.79%
$282.78 - $316.06 $48.6K - $54.4K
6.33K $2B
KGC
Kinross Gold Corp

Basic Materials
335
+ 1.59%
$15.19 - $24.85 $5.09K - $8.32K
21.4K $532M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
302
+ 1.11%
$28.71 - $37.46 $8.67K - $11.3K
27.4K $970M
LOW
Lowes Companies Inc

Consumer Cyclical
26
+ 0.5%
$215.01 - $273.02 $5.59K - $7.1K
5.25K $1.32B
VEA
Vanguard Ftse Developed Market

ETFs
181
+ 0.36%
$56.02 - $60.3 $10.1K - $10.9K
51.1K $3.06B
Fidelity Covington Trust
2.63K
+ 23.0%
N/A
14.1K $578M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
218
+ 1.46%
$52.79 - $62.97 $11.5K - $13.7K
15.1K $923M
Celestica Inc
96
+ 7.21%
N/A
1.43K $352M
DDS
Dillard'S, Inc.

Consumer Cyclical
33
+ 5.26%
$425.73 - $623.76 $14K - $20.6K
660 $406M
FAST
Fastenal CO

Industrials
1
+ 0.0%
$42.47 - $50.39 $42.5 - $50.4
20.3K $994M
XOM
Exxon Mobil Corp

Energy
1.11K
+ 35.51%
$105.83 - $117.22 $117K - $130K
4.22K $476M
PH
Parker Hannifin Corp

Industrials
64
+ 4.17%
$697.13 - $769.67 $44.6K - $49.3K
1.6K $1.21B
CAT
Caterpillar Inc

Industrials
49
+ 3.78%
$390.92 - $477.15 $19.2K - $23.4K
1.35K $642M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.04%
$546.99 - $602.2 $547 - $602
2.54K $1.52B
MO
Altria Group, Inc.

Consumer Defensive
627
+ 6.5%
$57.75 - $67.68 $36.2K - $42.4K
10.3K $678M
BKE
Buckle Inc

Consumer Cyclical
499
+ 7.98%
$46.95 - $61.58 $23.4K - $30.7K
6.75K $396M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
37
+ 1.84%
$567.77 - $614.76 $21K - $22.7K
2.05K $1.25B
MLI
Mueller Industries Inc

Industrials
461
+ 15.5%
$82.07 - $101.7 $37.8K - $46.9K
3.44K $347M
MUR
Murphy Oil Corp

Energy
1.73K
+ 17.43%
$22.13 - $30.03 $38.2K - $51.8K
11.6K $330M
GTX
Garrett Motion Inc.

Consumer Cyclical
2.86K
+ 12.98%
$10.72 - $13.99 $30.6K - $40K
24.9K $339M
ABBV
Abb Vie Inc.

Healthcare
132
+ 8.02%
$184.85 - $231.54 $24.4K - $30.6K
1.78K $412M
AEM
Agnico Eagle Mines LTD

Basic Materials
105
+ 6.12%
$116.14 - $168.56 $12.2K - $17.7K
1.82K $307M
MS
Morgan Stanley

Financial Services
50
+ 0.96%
$139.09 - $161.16 $6.95K - $8.06K
5.27K $837M
WMT
Walmart Inc.

Consumer Defensive
516
+ 5.86%
$94.4 - $104.27 $48.7K - $53.8K
9.32K $960M
BCS
Barclays PLC

Financial Services
1.5K
+ 4.54%
$17.88 - $21.05 $26.7K - $31.5K
34.4K $712M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
553
+ 2.46%
$14.73 - $19.31 $8.15K - $10.7K
23K $443M
WFC
Wells Fargo & Company

Financial Services
760
+ 9.06%
$77.05 - $85.16 $58.6K - $64.7K
9.15K $767M
CVX
Chevron Corp

Energy
177
+ 3.21%
$145.57 - $161.83 $25.8K - $28.6K
5.7K $885M
TMO
Thermo Fisher Scientific Inc.

Healthcare
77
+ 12.01%
$404.94 - $499.99 $31.2K - $38.5K
718 $348M
IWM
Ishares Russell 2000 ETF

ETFs
9
+ 0.28%
$214.92 - $244.84 $1.93K - $2.2K
3.27K $791M
SO
Southern CO

Utilities
809
+ 25.49%
$90.83 - $96.0 $73.5K - $77.7K
3.98K $377M
FBP
First Bancorp

Financial Services
3.21K
+ 26.26%
$20.32 - $22.49 $65.3K - $72.2K
15.4K $341M
LHX
L3 Harris Technologies, Inc.

Industrials
95
+ 9.21%
$252.18 - $305.41 $24K - $29K
1.13K $344M
CGAU
Centerra Gold Inc.

Basic Materials
268
+ 1.16%
$6.8 - $10.73 $1.82K - $2.88K
23.4K $252M
ORCL
Oracle Corp

Technology
51
+ 4.76%
$218.96 - $328.33 $11.2K - $16.7K
1.12K $316M
SU
Suncor Energy Inc

Energy
901
+ 9.03%
$37.83 - $43.02 $34.1K - $38.8K
10.9K $455M
YY
Joyy Inc.

Communication Services
256
+ 3.17%
N/A
8.33K $488M
PTC
Ptc Inc.

Technology
180
+ 14.48%
$173.07 - $216.53 $31.2K - $39K
1.42K $289M
Activity Summary
Buys All Purchases 151 New Holdings 26 Increased Positions 125 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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