Baron Wealth Management LLC Purchases in Q2 2025

Baron Wealth Management LLC

  • $282 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Mfs Active Exchange Traded F
456K
+ 97.46%
N/A
924K $26.3B
FLQH
Franklin Templeton Libertyq In

ETFs
328K
+ 93.77%
N/A
679K $24.2B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
65.8K
+ 264.7%
$29.52 - $35.31 $1.94M - $2.32M
90.7K $3.2B
NVDA
Nvidia Corp

Technology
6.49K
+ 36.4%
$94.31 - $157.99 $612K - $1.03M
24.3K $3.84B
MSFT
Microsoft Corp

Technology
1.39K
+ 15.99%
$354.56 - $497.45 $494K - $692K
10.1K $5.02B
AMZN
Amazon Com Inc

Consumer Cyclical
2.35K
+ 20.53%
$167.32 - $223.3 $393K - $524K
13.8K $3.02B
FIVE
Five Below, Inc

Consumer Cyclical
1.83K
+ 17.42%
$55.75 - $131.18 $102K - $240K
12.3K $1.62B
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
14.9K
New
$37.6 - $52.03 $560K - $775K
14.9K $775M
PENN
Penn National Gaming Inc

Consumer Cyclical
36.4K
New
$13.75 - $18.28 $500K - $665K
36.4K $650M
TSLA
Tesla, Inc.

Consumer Cyclical
1.25K
+ 33.66%
$221.86 - $362.89 $276K - $452K
4.94K $1.57B
NFLX
Netflix Inc

Communication Services
66
+ 5.21%
$855.86 - $1339.13 $56.5K - $88.4K
1.33K $1.79B
JPM
Jpmorgan Chase & CO

Financial Services
1.14K
+ 22.71%
$210.28 - $289.91 $240K - $330K
6.15K $1.78B
AVGO
Broadcom Inc.

Technology
988
+ 43.37%
$146.29 - $275.65 $145K - $272K
3.27K $900M
IVW
Ishares S&P 500 Growth ETF

ETFs
27
+ 0.09%
$82.96 - $110.1 $2.24K - $2.97K
28.8K $3.17B
JBL
Jabil Inc

Technology
1.23K
+ 53.53%
$116.88 - $218.1 $144K - $268K
3.53K $769M
Fidelity Covington Trust
11.4K
New
N/A
11.4K $423M
GOOGL
Alphabet Inc.

Communication Services
1.6K
+ 29.8%
$144.7 - $178.6 $232K - $286K
6.98K $1.23B
UI
Ubiquiti Inc.

Technology
927
New
$273.45 - $456.69 $253K - $423K
927 $382M
SU
Suncor Energy Inc

Energy
9.98K
New
$31.54 - $41.04 $315K - $410K
9.98K $374M
VEA
Vanguard Ftse Developed Market

ETFs
336
+ 0.66%
$45.65 - $57.01 $15.3K - $19.2K
50.9K $2.9B
PM
Philip Morris International Inc.

Consumer Defensive
1.76K
New
$149.23 - $184.95 $263K - $326K
1.76K $321M
ASML
Asml Holding Nv

Technology
384
New
$595.37 - $815.24 $229K - $313K
384 $308M
MCO
Moodys Corp

Financial Services
603
New
$396.7 - $501.59 $239K - $302K
603 $303M
APH
Amphenol Corp

Technology
3.01K
New
$59.09 - $98.75 $178K - $297K
3.01K $297M
PH
Parker Hannifin Corp

Industrials
257
+ 20.11%
$517.23 - $700.54 $133K - $180K
1.54K $1.07B
IMO
Imperial Oil LTD

Energy
3.68K
New
$60.22 - $81.91 $222K - $302K
3.68K $293M
BKE
Buckle Inc

Consumer Cyclical
6.25K
New
$33.77 - $45.57 $211K - $285K
6.25K $284M
C
Citigroup Inc

Financial Services
3.29K
New
$58.13 - $85.12 $191K - $280K
3.29K $280M
SAN
Banco Santander, S.A.

Financial Services
18.9K
+ 24.77%
$5.72 - $8.32 $108K - $157K
95.3K $791M
VIRT
Virtu Financial, Inc.

Financial Services
6.23K
New
$32.82 - $44.79 $205K - $279K
6.23K $279M
HD
Home Depot, Inc.

Consumer Cyclical
725
New
$335.24 - $380.78 $243K - $276K
725 $266M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
8.05K
New
$26.69 - $33.44 $215K - $269K
8.05K $265M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.29K
New
$65.84 - $80.81 $217K - $266K
3.29K $264M
DDS
Dillard'S, Inc.

Consumer Cyclical
627
New
$294.77 - $422.75 $185K - $265K
627 $262M
LHX
L3 Harris Technologies, Inc.

Industrials
1.03K
New
$200.21 - $256.99 $207K - $265K
1.03K $259M
FBP
First Bancorp

Financial Services
12.2K
New
$16.84 - $21.1 $206K - $258K
12.2K $255M
ADBE
Adobe Inc.

Technology
649
New
$340.0 - $420.68 $221K - $273K
649 $251M
INTU
Intuit Inc

Technology
316
New
$544.07 - $787.63 $172K - $249K
316 $249M
NXST
Nexstar Media Group, Inc.

Communication Services
1.43K
New
$144.68 - $181.86 $207K - $260K
1.43K $247M
AXP
American Express CO

Financial Services
774
New
$231.39 - $318.98 $179K - $247K
774 $247M
EMR
Emerson Electric CO

Industrials
1.31K
+ 44.36%
$94.15 - $133.33 $123K - $175K
4.26K $568M
KFY
Korn Ferry

Industrials
3.31K
New
$59.48 - $74.54 $197K - $247K
3.31K $243M
FFIN
First Financial Bankshares Inc

Financial Services
6.73K
New
$31.3 - $37.48 $211K - $252K
6.73K $242M
IBM
International Business Machines Corp

Technology
818
New
$221.03 - $294.78 $181K - $241K
818 $241M
CMA
Comerica Inc

Financial Services
4.03K
New
$50.42 - $59.65 $203K - $240K
4.03K $240M
HCA
Hca Healthcare, Inc.

Healthcare
616
New
$317.61 - $387.52 $196K - $239K
616 $236M
CSX
Csx Corp

Industrials
7.23K
New
$26.69 - $32.91 $193K - $238K
7.23K $236M
ORCL
Oracle Corp

Technology
1.07K
New
$122.82 - $218.63 $132K - $234K
1.07K $234M
MATX
Matson, Inc.

Industrials
2.08K
New
$93.11 - $132.21 $194K - $275K
2.08K $232M
Activity Summary
Buys All Purchases 154 New Holdings 60 Increased Positions 94 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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