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
$0
$54.5 Billion 26.23% of portfolio
303,976
Q3 2024 Reduced 1.57%
$0
$26.3 Billion 12.64% of portfolio
224,610
Q3 2024 Added 4.5%
$3.62T
$7.12 Billion 3.43% of portfolio
30,553
Q3 2024 Reduced 4.76%
$19B
$6.77 Billion 3.26% of portfolio
23,355
Q3 2024 Added 0.08%
$8.89B
$6.33 Billion 3.05% of portfolio
563,953
Q2 2023 Reduced 7.92%
$0
$4.97 Billion 2.39% of portfolio
8,657
Q3 2024 Added 0.09%
$3.09T
$3.7 Billion 1.78% of portfolio
8,609
Q3 2024 Reduced 2.96%
$0
$3.65 Billion 1.76% of portfolio
69,109
Q3 2024 Added 0.65%
$0
$3.64 Billion 1.75% of portfolio
18,374
Q3 2024 Added 0.32%
$0
$2.77 Billion 1.33% of portfolio
28,895
Q3 2024 Reduced 0.83%
$354B
$2.06 Billion 0.99% of portfolio
16,942
Q3 2024 Added 6.8%
$403B
$1.98 Billion 0.95% of portfolio
12,238
Q3 2024 Added 4.62%
$43.5B
$1.92 Billion 0.92% of portfolio
181,514
Q3 2024 Reduced 27.31%
$2.06T
$1.86 Billion 0.9% of portfolio
10,003
Q3 2024 Added 1.23%
$0
$1.33 Billion 0.64% of portfolio
2,727
Q3 2024 Added 0.15%
$316B
$1.15 Billion 0.55% of portfolio
7,809
Q3 2024 Reduced 9.09%
$16.1B
$1.12 Billion 0.54% of portfolio
29,571
Q3 2024 Added 3.16%
$106B
$1.11 Billion 0.54% of portfolio
4,834
Q3 2024 Reduced 0.8%
$720B
$1.08 Billion 0.52% of portfolio
5,110
Q3 2024 Added 4.91%
$0
$1.04 Billion 0.5% of portfolio
12,455
Q2 2024 Added 1.3%
$0
$1.04 Billion 0.5% of portfolio
10,343
Q3 2024 Reduced 49.49%
$402B
$1.04 Billion 0.5% of portfolio
6,022
Q3 2024 Added 1.96%
$164B
$1.03 Billion 0.49% of portfolio
1,988
Q3 2024 Added 6.25%
$0
$1.03 Billion 0.49% of portfolio
1,948
Q3 2024 Added 0.36%
$14.7B
$988 Million 0.48% of portfolio
3,779
Q3 2024 Reduced 0.11%
$325B
$1.01 Billion 0.48% of portfolio
3,676
Q3 2024 Added 13.39%
$506B
$994 Million 0.48% of portfolio
3,615
Q3 2024 Added 10.35%
$167B
$922 Million 0.44% of portfolio
3,403
Q3 2024 Added 10.7%
$4.83B
$882 Million 0.42% of portfolio
9,986
Q3 2024 Added 6.11%
$204B
$858 Million 0.41% of portfolio
959
Q3 2024 Added 7.51%
$24.9B
$855 Million 0.41% of portfolio
1,465
Q3 2024 Added 0.07%
$201B
$832 Million 0.4% of portfolio
1,345
Q3 2024 Added 2.13%
$1.01T
$834 Million 0.4% of portfolio
3,187
Q3 2024 Added 5.43%
$168B
$829 Million 0.4% of portfolio
2,981
Q3 2024 Added 0.47%
$0
$803 Million 0.39% of portfolio
9,107
Q3 2024 Added 0.07%
$612B
$796 Million 0.38% of portfolio
1,730
Q3 2024 Added 35.79%
$1.03T
$779 Million 0.38% of portfolio
4,699
Q3 2024 Reduced 4.88%
Linde PLC
-
$764 Million 0.37% of portfolio
-
Q3 2024 Reduced 0.25%
$1.06T
$731 Million 0.35% of portfolio
4,370
Q3 2024 Reduced 5.47%
$8.08B
$719 Million 0.35% of portfolio
19,822
Q3 2024 Added 1.13%
$46.9B
$724 Million 0.35% of portfolio
10,141
Q3 2024 Added 9.7%
$0
$715 Million 0.34% of portfolio
3,239
Q3 2024 Added 0.31%
$89.8B
$671 Million 0.32% of portfolio
1,061
Q3 2024 Added 22.52%
$229B
$667 Million 0.32% of portfolio
8,262
Q3 2024 Added 7.63%
$0
$637 Million 0.31% of portfolio
2,413
Q3 2024 Added 0.25%
$0
$619 Million 0.3% of portfolio
2,236
Q4 2022 Added 0.04%
$367B
$614 Million 0.3% of portfolio
865
Q3 2024 Added 17.05%
$44.1B
$621 Million 0.3% of portfolio
2,317
Q3 2024 Reduced 1.61%
$28.1B
$629 Million 0.3% of portfolio
8,661
Q3 2024 Added 3.81%

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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