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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$18.1B
$7.93 Billion 3.73% of portfolio
23,355
Q3 2024 Added 0.08%
$3.75T
$7.74 Billion 3.64% of portfolio
30,924
Q4 2024 Added 1.21%
$11.3B
$7.5 Billion 3.53% of portfolio
563,953
Q2 2023 Reduced 7.92%
$3.1T
$3.71 Billion 1.75% of portfolio
8,814
Q4 2024 Added 2.38%
$321B
$2.39 Billion 1.13% of portfolio
17,807
Q4 2024 Added 5.11%
$36.6B
$2.4 Billion 1.13% of portfolio
242,154
Q4 2024 Added 33.41%
$2.43T
$2.35 Billion 1.11% of portfolio
10,731
Q4 2024 Added 7.28%
$401B
$1.47 Billion 0.69% of portfolio
10,180
Q4 2024 Reduced 16.82%
$812B
$1.27 Billion 0.6% of portfolio
5,286
Q4 2024 Added 3.44%
$331B
$1.23 Billion 0.58% of portfolio
3,666
Q4 2024 Reduced 0.27%
$1.18T
$1.24 Billion 0.58% of portfolio
3,067
Q4 2024 Reduced 3.77%
$568B
$1.12 Billion 0.53% of portfolio
3,557
Q4 2024 Reduced 1.6%
$107B
$1.11 Billion 0.52% of portfolio
5,237
Q4 2024 Added 8.34%
$400B
$1.05 Billion 0.5% of portfolio
6,292
Q4 2024 Added 4.48%
$5.21B
$1.05 Billion 0.49% of portfolio
9,986
Q3 2024 Added 6.11%
$169B
$1.02 Billion 0.48% of portfolio
2,043
Q4 2024 Added 2.77%
$1.14T
$933 Million 0.44% of portfolio
4,930
Q4 2024 Added 4.92%
$496B
$933 Million 0.44% of portfolio
1,845
Q4 2024 Reduced 4.06%
$297B
$903 Million 0.42% of portfolio
6,235
Q4 2024 Reduced 20.16%
$12.7B
$898 Million 0.42% of portfolio
3,779
Q3 2024 Reduced 0.11%
$159B
$868 Million 0.41% of portfolio
3,517
Q4 2024 Added 3.35%
$1.18T
$871 Million 0.41% of portfolio
4,575
Q4 2024 Added 4.69%
$25.6B
$857 Million 0.4% of portfolio
1,487
Q4 2024 Added 1.5%
$616B
$807 Million 0.38% of portfolio
1,780
Q4 2024 Added 2.89%
$452B
$776 Million 0.37% of portfolio
871
Q4 2024 Added 0.69%
$279B
$758 Million 0.36% of portfolio
8,392
Q4 2024 Added 1.57%
$42.8B
$735 Million 0.35% of portfolio
10,217
Q4 2024 Added 0.75%
$15.5B
$701 Million 0.33% of portfolio
24,032
Q4 2024 Reduced 18.73%
$88.8B
$674 Million 0.32% of portfolio
1,060
Q4 2024 Reduced 0.09%
$153B
$679 Million 0.32% of portfolio
2,960
Q4 2024 Reduced 0.7%
$9.08B
$629 Million 0.3% of portfolio
2,932
Q3 2024 Reduced 1.45%
$7.08B
$635 Million 0.3% of portfolio
19,975
Q4 2024 Added 0.77%
$46.3B
$639 Million 0.3% of portfolio
2,320
Q4 2024 Added 0.13%
$256B
$638 Million 0.3% of portfolio
10,769
Q4 2024 Reduced 0.19%
$24.5B
$631 Million 0.3% of portfolio
1,926
Q4 2024 Added 1.85%
$224B
$638 Million 0.3% of portfolio
1,226
Q4 2024 Reduced 8.85%
$31.8B
$594 Million 0.28% of portfolio
8,291
Q4 2024 Added 0.07%
$383B
$596 Million 0.28% of portfolio
13,558
Q4 2024 New
$1.09T
$566 Million 0.27% of portfolio
2,868
Q4 2024 Reduced 9.27%
$239B
$572 Million 0.27% of portfolio
4,549
Q4 2024 Added 0.02%
$33.6B
$554 Million 0.26% of portfolio
2,637
Q4 2024 Added 1.46%
$236B
$514 Million 0.24% of portfolio
8,210
Q3 2024 Added 0.79%
$113B
$520 Million 0.24% of portfolio
1,883
Q4 2024 Reduced 2.99%
$20.7B
$500 Million 0.24% of portfolio
2,739
Q4 2024 Added 0.11%
$541B
$518 Million 0.24% of portfolio
983
Q4 2024 Added 4.8%
$54.1B
$510 Million 0.24% of portfolio
3,638
Q4 2024 Added 0.28%
$204B
$503 Million 0.24% of portfolio
4,519
Q4 2024 Added 8.92%
$22.7B
$484 Million 0.23% of portfolio
7,678
Q4 2024 Reduced 11.35%
$217B
$490 Million 0.23% of portfolio
1,690
Q4 2024 Added 7.85%

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
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