Baron Wealth Management LLC Purchases in Q3 2025

Baron Wealth Management LLC

  • $302 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
4.56K
+ 14.61%
$202.38 - $256.87 $923K - $1.17M
35.8K $9.11B
FLQH
Franklin Templeton Libertyq In

ETFs
28.3K
+ 4.17%
N/A
707K $26.4B
Mfs Active Exchange Traded F
32.7K
+ 3.54%
N/A
957K $28.3B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.18K
+ 6.81%
$35.42 - $38.65 $219K - $239K
96.8K $3.68B
JNJ
Johnson & Johnson

Healthcare
525
+ 4.83%
$155.17 - $185.42 $81.5K - $97.3K
11.4K $2.11B
OVV
Ovintiv Inc.

Energy
9K
New
$38.53 - $43.17 $347K - $388K
9K $363M
UNH
Unitedhealth Group Inc

Healthcare
915
+ 90.33%
$237.77 - $353.61 $218K - $324K
1.93K $666M
IVW
Ishares S&P 500 Growth ETF

ETFs
25
+ 0.09%
$108.97 - $121.65 $2.72K - $3.04K
28.8K $3.48B
MDT
Medtronic PLC

Healthcare
3.07K
New
$87.67 - $95.74 $269K - $294K
3.07K $293M
AVGO
Broadcom Inc.

Technology
350
+ 10.72%
$264.74 - $369.57 $92.7K - $129K
3.62K $1.19B
BWA
Borgwarner Inc

Consumer Cyclical
1.36K
+ 6.24%
$34.53 - $44.44 $46.9K - $60.3K
23.1K $1.02B
PSIX
Power Solutions International, Inc.

Industrials
2.91K
New
$63.95 - $115.78 $186K - $337K
2.91K $286M
Bk Technologies Corporation
3.3K
New
N/A
3.3K $279M
Phinia Inc
4.37K
New
N/A
4.37K $251M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.22K
New
$196.15 - $217.83 $240K - $266K
1.22K $247M
UI
Ubiquiti Inc.

Technology
20
+ 2.16%
$388.83 - $660.58 $7.78K - $13.2K
947 $626M
AMGN
Amgen Inc

Healthcare
856
New
$271.18 - $309.22 $232K - $265K
856 $242M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
971
New
$225.11 - $247.9 $219K - $241K
971 $240M
VMC
Vulcan Materials CO

Basic Materials
779
New
$260.62 - $307.62 $203K - $240K
779 $240M
GD
General Dynamics Corp

Industrials
700
New
$293.92 - $341.0 $206K - $239K
700 $239M
SAN
Banco Santander, S.A.

Financial Services
2.85K
+ 2.99%
$8.27 - $10.48 $23.5K - $29.8K
98.2K $1.03B
ADSK
Autodesk, Inc.

Technology
743
New
N/A
743 $236M
KNSL
Kinsale Capital Group, Inc.

Financial Services
537
New
$415.15 - $489.89 $223K - $263K
537 $228M
THC
Tenet Healthcare Corp

Healthcare
1.09K
New
$148.38 - $203.04 $162K - $221K
1.09K $221M
NSC
Norfolk Southern Corp

Industrials
735
New
$259.49 - $300.41 $191K - $221K
735 $221M
HUBG
Hub Group, Inc.

Industrials
6.34K
New
$33.6 - $37.58 $213K - $238K
6.34K $218M
VIG
Vanguard Dividend Appreciation

ETFs
49
+ 0.27%
N/A
18.5K $3.98B
JPM
Jpmorgan Chase & CO

Financial Services
172
+ 2.79%
$282.78 - $316.06 $48.6K - $54.4K
6.33K $2B
IBEX
Ibex LTD

Technology
5.15K
New
$27.75 - $42.0 $143K - $216K
5.15K $209M
MAS
Masco Corp

Industrials
2.91K
New
$64.44 - $76.07 $188K - $222K
2.91K $205M
CMC
Commercial Metals CO

Basic Materials
3.57K
New
$50.28 - $59.79 $180K - $214K
3.57K $205M
TDY
Teledyne Technologies Inc

Technology
349
New
$509.51 - $586.04 $178K - $205K
349 $205M
Jacobs Solutions Inc
1.36K
New
N/A
1.36K $203M
KGC
Kinross Gold Corp

Basic Materials
335
+ 1.59%
$15.19 - $24.85 $5.09K - $8.32K
21.4K $532M
SRAD
Sportradar Group Ag

Technology
7.5K
New
$26.9 - $31.79 $202K - $238K
7.5K $202M
SCS
Steelcase Inc

Industrials
10.6K
New
$10.12 - $17.22 $107K - $183K
10.6K $182M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
302
+ 1.11%
$28.71 - $37.46 $8.67K - $11.3K
27.4K $970M
ABR
Arbor Realty Trust Inc

Real Estate
14.2K
New
$10.7 - $12.21 $152K - $174K
14.2K $174M
LOW
Lowes Companies Inc

Consumer Cyclical
26
+ 0.5%
$215.01 - $273.02 $5.59K - $7.1K
5.25K $1.32B
VEA
Vanguard Ftse Developed Market

ETFs
181
+ 0.36%
$56.02 - $60.3 $10.1K - $10.9K
51.1K $3.06B
Fidelity Covington Trust
2.63K
+ 23.0%
N/A
14.1K $578M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
218
+ 1.46%
$52.79 - $62.97 $11.5K - $13.7K
15.1K $923M
Celestica Inc
96
+ 7.21%
N/A
1.43K $352M
DDS
Dillard'S, Inc.

Consumer Cyclical
33
+ 5.26%
$425.73 - $623.76 $14K - $20.6K
660 $406M
FAST
Fastenal CO

Industrials
1
+ 0.0%
$42.47 - $50.39 $42.5 - $50.4
20.3K $994M
XOM
Exxon Mobil Corp

Energy
1.11K
+ 35.51%
$105.83 - $117.22 $117K - $130K
4.22K $476M
PH
Parker Hannifin Corp

Industrials
64
+ 4.17%
$697.13 - $769.67 $44.6K - $49.3K
1.6K $1.21B
CAT
Caterpillar Inc

Industrials
49
+ 3.78%
$390.92 - $477.15 $19.2K - $23.4K
1.35K $642M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.04%
$546.99 - $602.2 $547 - $602
2.54K $1.52B
Activity Summary
Buys All Purchases 151 New Holdings 26 Increased Positions 125 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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