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
$79.7B
$293 Million 0.14% of portfolio
1,799
Q4 2024 Added 0.06%
$54.4B
$299 Million 0.14% of portfolio
2,548
Q4 2024 Reduced 17.19%
$76.3B
$301 Million 0.14% of portfolio
2,457
Q4 2024 Reduced 6.97%
$76.2B
$301 Million 0.14% of portfolio
2,431
Q4 2024 Added 4.69%
$17.4B
$301 Million 0.14% of portfolio
1,784
Q3 2024 Reduced 0.11%
$4.87B
$300 Million 0.14% of portfolio
2,737
Q3 2024 Reduced 12.47%
$7.8B
$307 Million 0.14% of portfolio
2,313
Q3 2024 Reduced 0.13%
$47B
$301 Million 0.14% of portfolio
151
Q2 2024 New
$81.7B
$285 Million 0.13% of portfolio
1,475
Q4 2024 Added 2.43%
$27.4B
$276 Million 0.13% of portfolio
13,062
Q4 2024 Added 385.22%
$25.9B
$283 Million 0.13% of portfolio
3,948
Q4 2024 Reduced 2.18%
$437B
$278 Million 0.13% of portfolio
1,668
Q4 2024 Reduced 1.24%
$125B
$283 Million 0.13% of portfolio
966
Q4 2024 Added 10.53%
$129B
$272 Million 0.13% of portfolio
2,746
Q4 2024 Reduced 1.33%
$190B
$283 Million 0.13% of portfolio
3,294
Q4 2024 Added 2.17%
$70.4B
$273 Million 0.13% of portfolio
1,164
Q4 2024 Added 2.37%
$87.8B
$250 Million 0.12% of portfolio
1,680
Q4 2024 Added 0.78%
$17.7B
$257 Million 0.12% of portfolio
536
Q4 2024 Added 2.88%
$10.8B
$250 Million 0.12% of portfolio
2,506
Q3 2024 Reduced 11.39%
$62.9B
$248 Million 0.12% of portfolio
5,727
Q4 2024 Reduced 0.1%
$21.6B
$246 Million 0.12% of portfolio
1,261
Q4 2024 Reduced 4.32%
$58.1B
$248 Million 0.12% of portfolio
18,680
Q4 2024 Added 11.57%
$10.2B
$256 Million 0.12% of portfolio
550
Q4 2024 Reduced 7.09%
$126B
$245 Million 0.12% of portfolio
4,329
Q4 2024 Added 6.6%
$32.6B
$263 Million 0.12% of portfolio
1,800
Q3 2024 New
$51.6B
$246 Million 0.12% of portfolio
1,274
Q4 2024 Reduced 3.7%
$69.5B
$245 Million 0.12% of portfolio
25,167
Q4 2024 Reduced 0.27%
$19.5B
$255 Million 0.12% of portfolio
1,572
Q4 2024 Added 2.28%
$23.8B
$224 Million 0.11% of portfolio
483
Q3 2024 New
$78.8B
$231 Million 0.11% of portfolio
910
Q4 2024 Added 4.48%
$74.1B
$227 Million 0.11% of portfolio
484
Q4 2024 Reduced 4.35%
$249B
$230 Million 0.11% of portfolio
2,314
Q4 2024 Added 15.18%
$38.3B
$224 Million 0.11% of portfolio
2,939
Q4 2024 Added 1.07%
$23.9B
$229 Million 0.11% of portfolio
-
Q4 2024 New
$427B
$237 Million 0.11% of portfolio
258
Q4 2024 Reduced 13.13%
$42.6B
$228 Million 0.11% of portfolio
471
Q4 2024 Reduced 2.08%
$27.7B
$242 Million 0.11% of portfolio
1,289
Q1 2024 Reduced 7.27%
$165B
$241 Million 0.11% of portfolio
6,410
Q4 2024 Reduced 1.79%
$55.5B
$226 Million 0.11% of portfolio
1,244
Q4 2024 New
$23.8B
$226 Million 0.11% of portfolio
1,811
Q4 2024 New
$9.59B
$237 Million 0.11% of portfolio
2,075
Q3 2024 New
$6.03B
$239 Million 0.11% of portfolio
1,570
Q4 2024 Added 3.84%
$56.3B
$221 Million 0.1% of portfolio
210
Q4 2024 Added 2.44%
$5.48B
$215 Million 0.1% of portfolio
1,968
Q3 2024 Reduced 8.97%
$41.3B
$211 Million 0.1% of portfolio
3,040
Q4 2024 New
$94.4B
$204 Million 0.1% of portfolio
3,894
Q4 2024 Reduced 2.41%
$57.3B
$219 Million 0.1% of portfolio
3,007
Q4 2024 Reduced 3.0%
$16.1B
$206 Million 0.1% of portfolio
2,723
Q4 2024 New
$41B
$212 Million 0.1% of portfolio
12,425
Q4 2024 Reduced 2.54%

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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