Baron Wealth Management LLC Sells in Q4 2024

Baron Wealth Management LLC

  • $212 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-5.15K
- 49.77%
$100.22 - $100.73 $516K - $519K
5.2K $521M
JNJ
Johnson & Johnson

Healthcare
-2.06K
- 16.82%
$143.34 - $165.86 $295K - $341K
10.2K $1.47B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-439
- 0.14%
$176.42 - $186.91 $77.4K - $82.1K
304K $54.1B
BAX
Baxter International Inc

Healthcare
-5.54K
- 18.73%
$28.63 - $37.84 $159K - $210K
24K $701M
MSI
Motorola Solutions, Inc.

Technology
-585
- 45.53%
$449.08 - $504.6 $263K - $295K
700 $324M
CVX
Chevron Corp

Energy
-1.57K
- 20.16%
$141.15 - $162.53 $222K - $256K
6.24K $903M
AZN
Astrazeneca PLC

Healthcare
-2.18K
- 40.19%
$63.2 - $79.58 $138K - $173K
3.24K $212M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-119
- 8.85%
$501.29 - $612.85 $59.7K - $72.9K
1.23K $638M
UNH
Unitedhealth Group Inc

Healthcare
-78
- 4.06%
$485.52 - $625.25 $37.9K - $48.8K
1.85K $933M
DHR
Danaher Corp

Healthcare
-21
- 0.7%
$226.16 - $274.52 $4.75K - $5.76K
2.96K $679M
SHV
Ishares Tr

ETFs
-1.23K
- 30.99%
$109.92 - $110.57 $135K - $135K
2.73K $300M
NEE
Nextera Energy Inc

Utilities
-394
- 6.39%
$69.77 - $85.43 $27.5K - $33.7K
5.77K $414M
Linde PLC
-22
- 1.37%
N/A
1.58K $662M
ABEV
Ambev S.A.

Consumer Defensive
-30.7K
- 57.09%
$1.85 - $2.56 $56.8K - $78.5K
23.1K $42.7M
ALC
Alcon Inc

Healthcare
-128
- 3.09%
$83.87 - $99.15 $10.7K - $12.7K
4.02K $341M
LLY
Eli Lilly & CO

Healthcare
-10
- 1.82%
$727.2 - $932.06 $7.27K - $9.32K
540 $417M
VOD
Vodafone Group Public LTD CO

Communication Services
-3.22K
- 15.3%
$8.37 - $9.95 $27K - $32.1K
17.8K $151M
AFL
Aflac Inc

Financial Services
-146
- 3.4%
$100.37 - $115.27 $14.7K - $16.8K
4.14K $429M
NOC
Northrop Grumman Corp

Industrials
-22
- 4.35%
$466.52 - $543.88 $10.3K - $12K
484 $227M
CB
Chubb LTD

Financial Services
-58
- 2.99%
$271.57 - $301.89 $15.8K - $17.5K
1.88K $520M
TTD
Trade Desk, Inc.

Technology
-529
- 17.19%
$108.7 - $139.51 $57.5K - $73.8K
2.55K $299M
MFC
Manulife Financial Corp

Financial Services
-1.69K
- 11.74%
$29.21 - $32.87 $49.4K - $55.6K
12.7K $390M
CMCSA
Comcast Corp

Communication Services
-117
- 1.79%
$37.39 - $45.14 $4.37K - $5.28K
6.41K $241M
MAA
Mid America Apartment Communities Inc.

Real Estate
-141
- 6.43%
$149.17 - $165.2 $21K - $23.3K
2.05K $317M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-69
- 0.27%
$9.25 - $10.62 $638 - $733
25.2K $245M
COST
Costco Wholesale Corp

Consumer Defensive
-39
- 13.13%
$873.59 - $994.69 $34.1K - $38.8K
258 $237M
MEDP
Medpace Holdings, Inc.

Healthcare
-70
- 5.9%
$308.93 - $363.58 $21.6K - $25.5K
1.12K $371M
CBOE
Cboe Global Markets, Inc.

Financial Services
-57
- 4.32%
$191.61 - $217.84 $10.9K - $12.4K
1.26K $246M
EOG
Eog Resources Inc

Energy
-184
- 6.97%
$118.22 - $136.54 $21.8K - $25.1K
2.46K $301M
MMM
3 M CO

Industrials
-6
- 0.21%
$124.74 - $137.12 $748 - $823
2.9K $375M
COP
Conocophillips

Energy
-37
- 1.33%
$95.12 - $114.72 $3.52K - $4.24K
2.75K $272M
BPOP
Popular, Inc.

Financial Services
-69
- 3.05%
$88.46 - $102.59 $6.1K - $7.08K
2.2K $206M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-42
- 7.09%
$424.05 - $524.22 $17.8K - $22K
550 $256M
LYG
Lloyds Banking Group PLC

Financial Services
-4.53K
- 26.87%
$2.67 - $3.23 $12.1K - $14.6K
12.3K $33.5M
RGA
Reinsurance Group Of America Inc

Financial Services
-55
- 3.7%
$201.26 - $231.95 $11.1K - $12.8K
1.43K $306M
EQR
Equity Residential

Real Estate
-88
- 2.18%
$69.12 - $77.48 $6.08K - $6.82K
3.95K $283M
FIS
Fidelity National Information Services, Inc.

Technology
-30
- 0.67%
$80.14 - $90.95 $2.4K - $2.73K
4.46K $360M
IT
Gartner Inc

Technology
-10
- 2.08%
$481.22 - $551.8 $4.81K - $5.52K
471 $228M
ORCL
Oracle Corp

Technology
-21
- 1.24%
$165.41 - $192.43 $3.47K - $4.04K
1.67K $278M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-324
- 2.54%
$16.2 - $17.97 $5.25K - $5.82K
12.4K $212M
AIG
American International Group, Inc.

Financial Services
-93
- 3.0%
$70.0 - $79.22 $6.51K - $7.37K
3.01K $219M
ALL
Allstate Corp

Financial Services
-49
- 3.7%
$181.25 - $208.2 $8.88K - $10.2K
1.27K $246M
JCI
Johnson Controls International PLC

Industrials
-92
- 3.26%
$74.23 - $86.6 $6.83K - $7.97K
2.73K $216M
MO
Altria Group, Inc.

Consumer Defensive
-96
- 2.41%
$49.06 - $57.74 $4.71K - $5.54K
3.89K $204M
BSX
Boston Scientific Corp

Healthcare
-200
- 5.35%
$83.62 - $91.5 $16.7K - $18.3K
3.54K $316M
TFC
Truist Financial Corp

Financial Services
-6
- 0.1%
$41.51 - $48.1 $249 - $289
5.73K $248M
PH
Parker Hannifin Corp

Industrials
-1
- 0.09%
$621.74 - $709.46 $622 - $709
1.06K $674M
USB
Us Bancorp \De\

Financial Services
-167
- 2.05%
$43.98 - $53.66 $7.34K - $8.96K
7.98K $382M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-293
- 9.27%
$172.07 - $207.36 $50.4K - $60.8K
2.87K $566M
Activity Summary
Buys All Purchases 106 New Holdings 18 Increased Positions 88 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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