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
$5.65B
$493 Million 0.23% of portfolio
4,389
Q3 2024 Reduced 17.48%
$24B
$458 Million 0.22% of portfolio
9,873
Q3 2024 Reduced 16.42%
$310B
$471 Million 0.22% of portfolio
2,648
Q4 2024 Added 1.11%
$111B
$470 Million 0.22% of portfolio
7,360
Q4 2024 Added 3.71%
$83.6B
$436 Million 0.21% of portfolio
1,882
Q4 2024 Added 6.15%
$107B
$448 Million 0.21% of portfolio
1,382
Q4 2024 New
$208B
$433 Million 0.2% of portfolio
1,193
Q4 2024 Added 6.42%
$68B
$429 Million 0.2% of portfolio
4,143
Q4 2024 Reduced 3.4%
$15.6B
$432 Million 0.2% of portfolio
7,379
Q3 2024 Added 48.02%
$764B
$417 Million 0.2% of portfolio
540
Q4 2024 Reduced 1.82%
$30.2B
$409 Million 0.19% of portfolio
1,211
Q4 2024 Added 0.17%
$148B
$399 Million 0.19% of portfolio
1,109
Q4 2024 Added 0.27%
$324B
$395 Million 0.19% of portfolio
1,603
Q4 2024 Reduced 0.56%
$139B
$414 Million 0.19% of portfolio
5,773
Q4 2024 Reduced 6.39%
$21.4B
$394 Million 0.19% of portfolio
647
Q4 2024 Added 0.47%
$34.9B
$399 Million 0.19% of portfolio
964
Q4 2024 Added 4.44%
$12.7B
$397 Million 0.19% of portfolio
872
Q2 2024 Added 0.23%
$5.38B
$414 Million 0.19% of portfolio
2,527
Q3 2024 Reduced 0.08%
$58.5B
$408 Million 0.19% of portfolio
1,692
Q4 2024 Added 22.7%
$125B
$383 Million 0.18% of portfolio
4,201
Q4 2024 Added 0.31%
$57.4B
$390 Million 0.18% of portfolio
12,709
Q4 2024 Reduced 11.74%
$12.4B
$393 Million 0.18% of portfolio
1,917
Q3 2024 Reduced 3.77%
$83.8B
$375 Million 0.18% of portfolio
2,903
Q4 2024 Reduced 0.21%
$453B
$378 Million 0.18% of portfolio
3,517
Q4 2024 Added 18.02%
$1.54T
$381 Million 0.18% of portfolio
652
Q4 2024 Added 6.02%
$70.8B
$382 Million 0.18% of portfolio
7,978
Q4 2024 Reduced 2.05%
$10.7B
$371 Million 0.17% of portfolio
1,117
Q4 2024 Reduced 5.9%
$149B
$364 Million 0.17% of portfolio
1,609
Q4 2024 Added 16.51%
$72.6B
$368 Million 0.17% of portfolio
1,269
Q4 2024 Added 2.01%
$202B
$360 Million 0.17% of portfolio
689
Q4 2024 Added 0.88%
$184B
$368 Million 0.17% of portfolio
3,183
Q4 2024 Added 0.51%
$49B
$360 Million 0.17% of portfolio
4,455
Q4 2024 Reduced 0.67%
$4.28B
$354 Million 0.17% of portfolio
2,103
Q3 2024 New
$120B
$347 Million 0.16% of portfolio
3,759
Q4 2024 New
$297B
$340 Million 0.16% of portfolio
4,836
Q4 2024 Added 12.75%
$4.21B
$333 Million 0.16% of portfolio
2,877
Q3 2024 Reduced 0.1%
$44.8B
$341 Million 0.16% of portfolio
4,020
Q4 2024 Reduced 3.09%
$17.2B
$317 Million 0.15% of portfolio
2,051
Q4 2024 Reduced 6.43%
$153B
$321 Million 0.15% of portfolio
1,409
Q4 2024 Added 3.3%
$77.3B
$324 Million 0.15% of portfolio
700
Q4 2024 Reduced 45.53%
$218B
$317 Million 0.15% of portfolio
553
Q4 2024 Added 14.73%
$44.2B
$321 Million 0.15% of portfolio
33,632
Q4 2024 Added 4.28%
$85.2B
$308 Million 0.15% of portfolio
2,862
Q4 2024 Added 4.84%
$21.7B
$329 Million 0.15% of portfolio
2,285
Q4 2024 Added 1.29%
$147B
$316 Million 0.15% of portfolio
3,540
Q4 2024 Reduced 5.35%
$423B
$312 Million 0.15% of portfolio
803
Q4 2024 Added 2.95%
$144B
$289 Million 0.14% of portfolio
2,389
Q4 2024 Added 0.21%
$5.67B
$301 Million 0.14% of portfolio
3,221
Q3 2024 Reduced 4.05%
$15.4B
$306 Million 0.14% of portfolio
1,430
Q4 2024 Reduced 3.7%

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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