Baron Wealth Management LLC Purchases and Sells in Q1 2025

Baron Wealth Management LLC

$228 Billion
Q1 2025

Top Buys

Incresed Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JNJ	2.98K + 29.24%	$142.06 - $167.7 $423K - $499K	13.2K $2.18B
DB	15.4K + 124.19%	$17.16 - $25.25 $265K - $390K	27.9K $664M
XOM	3.2K + 91.1%	$105.44 - $118.93 $338K - $381K	6.72K $799M
GILD	3.01K + 80.05%	$89.14 - $117.41 $268K - $353K	6.77K $758M
NFLX	396 + 45.46%	$828.4 - $1058.6 $328K - $419K	1.27K $1.18B
SAN	40.6K + 113.17%	$4.46 - $7.14 $181K - $290K	76.4K $512M

New Holdings

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MFS ACTIVE EXCHANGE TRADED F	468K New	N/A	468K $12B
FLQH	350K New	N/A	350K $11.4B
SDVY	24.9K New	$32.49 - $37.99 $808K - $944K	24.9K $833M
ARDENT HEALTH PARTNERS INC	49.7K New	N/A	49.7K $683M
UNM	4.09K New	$71.8 - $83.34 $294K - $341K	4.09K $333M
AMT	1.47K New	$173.46 - $217.6 $254K - $319K	1.47K $319M

Top Sells

Reduced Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QUAL	-9.39K - 3.09%	$168.16 - $186.21 $1.58M - $1.75M	294K $50.3B
IJR	-1.9K - 0.82%	$102.49 - $119.96 $194K - $227K	229K $23.9B
F	-95.5K - 39.43%	$9.12 - $10.43 $871K - $996K	147K $1.47B
VEA	-18.9K - 27.16%	$47.4 - $52.99 $894K - $1M	50.6K $2.57B
MSFT	-108 - 1.23%	$375.39 - $447.2 $40.5K - $48.3K	8.71K $3.27B
GLOB	-146 - 4.98%	$117.72 - $228.73 $17.2K - $33.4K	2.79K $328M

Activity Summary All Purchases 122 New Holdings 45 Increased Positions 77 All Sells 74 Reductions 74 Sold out 0 Calls 0 Puts 0

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