Baron Wealth Management LLC Portfolio Holdings

Baron Wealth Management LLC

  • $208 Billion
  • Q3 2024

Baron Wealth Management LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $208 Billion distributed in 204 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 $54.5B, Ishares Core S&P Sm Cap ETF with a value of $26.3B, Apple Inc. with a value of $7.12B, Snap On Inc with a value of $6.77B, and Rivian Automotive, Inc. with a value of $6.33B.

Examining the 13F form we can see an increase of $14.8B in the current position value, from $193B to 208B.

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 $208 Billion
ETFs: $105 Billion
Technology: $25 Billion
Consumer Cyclical: $17.8 Billion
Industrials: $16.7 Billion
Healthcare: $14.1 Billion
Financial Services: $13.1 Billion
Consumer Defensive: $4.59 Billion
Communication Services: $3.62 Billion
Other: $6.66 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29.7B
$625 Million 0.3% of portfolio
8,285
Q3 2024 Reduced 1.28%
$9.17B
$581 Million 0.28% of portfolio
2,932
Q3 2024 Reduced 1.45%
$78.8B
$578 Million 0.28% of portfolio
1,285
Q3 2024 Reduced 0.77%
$246B
$574 Million 0.28% of portfolio
10,789
Q3 2024 Added 78.33%
$24.6B
$568 Million 0.27% of portfolio
1,891
Q3 2024 Added 7.5%
$115B
$560 Million 0.27% of portfolio
1,941
Q3 2024 Added 13.77%
$19.1B
$563 Million 0.27% of portfolio
2,736
Q3 2024 New
$0
$531 Million 0.26% of portfolio
3,039
Q3 2024 Added 1.13%
$1.07T
$549 Million 0.26% of portfolio
3,161
Q3 2024 Reduced 1.31%
$219B
$541 Million 0.26% of portfolio
8,210
Q3 2024 Added 0.79%
$30.6B
$545 Million 0.26% of portfolio
2,599
Q3 2024 Reduced 1.74%
$143B
$521 Million 0.25% of portfolio
6,167
Q3 2024 Reduced 4.13%
$318B
$517 Million 0.25% of portfolio
2,619
Q3 2024 Added 14.47%
$22.9B
$499 Million 0.24% of portfolio
9,873
Q3 2024 Reduced 16.42%
$51B
$487 Million 0.23% of portfolio
3,628
Q3 2024 Added 2.23%
$65.2B
$480 Million 0.23% of portfolio
4,289
Q3 2024 Added 3.55%
$216B
$477 Million 0.23% of portfolio
1,567
Q3 2024 New
$756B
$487 Million 0.23% of portfolio
550
Q3 2024 Added 31.89%
$511B
$463 Million 0.22% of portfolio
938
Q3 2024 Added 42.77%
$34.4B
$466 Million 0.22% of portfolio
923
Q3 2024 Reduced 1.18%
$121B
$444 Million 0.21% of portfolio
7,097
Q3 2024 Added 63.0%
$194B
$438 Million 0.21% of portfolio
1,121
Q3 2024 Added 1.72%
Rb Global Inc
-
$431 Million 0.21% of portfolio
-
Q3 2024 Reduced 0.09%
$0
$437 Million 0.21% of portfolio
3,953
Q3 2024 Added 21.78%
$103B
$408 Million 0.2% of portfolio
4,188
Q3 2024 Reduced 0.02%
$205B
$422 Million 0.2% of portfolio
5,422
Q3 2024 Reduced 0.79%
$15.6B
$419 Million 0.2% of portfolio
7,379
Q3 2024 Added 48.02%
$42.2B
$415 Million 0.2% of portfolio
4,148
Q3 2024 Reduced 0.31%
$57.9B
$426 Million 0.2% of portfolio
14,400
Q3 2024 Added 2.35%
$5.65B
$408 Million 0.2% of portfolio
4,389
Q3 2024 Reduced 17.48%
$0
$391 Million 0.19% of portfolio
7,185
Q2 2024 Added 1.33%
$140B
$399 Million 0.19% of portfolio
1,106
Q3 2024 Reduced 0.09%
$72.1B
$398 Million 0.19% of portfolio
2,909
Q3 2024 Added 5.44%
$22.4B
$389 Million 0.19% of portfolio
644
Q3 2024 Added 0.94%
$29.9B
$385 Million 0.19% of portfolio
1,209
Q3 2024 Reduced 1.23%
$10.7B
$396 Million 0.19% of portfolio
1,187
Q3 2024 Reduced 0.08%
$96.7B
$403 Million 0.19% of portfolio
4,561
Q3 2024 New
$205B
$399 Million 0.19% of portfolio
4,149
Q3 2024 Added 2.9%
$297B
$369 Million 0.18% of portfolio
1,612
Q3 2024 Reduced 25.44%
$65.7B
$370 Million 0.18% of portfolio
1,244
Q3 2024 Reduced 3.34%
$197B
$384 Million 0.18% of portfolio
3,224
Q3 2024 Added 18.79%
$72.6B
$372 Million 0.18% of portfolio
8,145
Q3 2024 Added 5.33%
$172B
$384 Million 0.18% of portfolio
3,167
Q3 2024 Added 1.7%
$50.1B
$376 Million 0.18% of portfolio
4,485
Q3 2024 Reduced 6.68%
$12.6B
$381 Million 0.18% of portfolio
872
Q2 2024 Added 0.23%
$121B
$370 Million 0.18% of portfolio
6,412
Q3 2024 Reduced 0.93%
$443B
$349 Million 0.17% of portfolio
2,980
Q3 2024 Reduced 2.99%
$1.37T
$352 Million 0.17% of portfolio
615
Q3 2024 Added 0.65%
$86B
$363 Million 0.17% of portfolio
1,561
Q3 2024 Added 18.98%

Summary

  • Portfolio
  • No. of Stocks 204
  • Current Value $208 Billion
  • Prior Value $193 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 36 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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