Baron Wealth Management LLC Incresed Positions 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
TSLA
Tesla, Inc.

Consumer Cyclical
1.25K
+ 33.66%
$221.86 - $362.89 $276K - $452K
4.94K $1.57B
META
Meta Platforms, Inc.

Communication Services
618
+ 64.78%
$484.66 - $738.09 $300K - $456K
1.57K $1.16B
NFLX
Netflix Inc

Communication Services
66
+ 5.21%
$855.86 - $1339.13 $56.5K - $88.4K
1.33K $1.79B
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
GOOGL
Alphabet Inc.

Communication Services
1.6K
+ 29.8%
$144.7 - $178.6 $232K - $286K
6.98K $1.23B
VEA
Vanguard Ftse Developed Market

ETFs
336
+ 0.66%
$45.65 - $57.01 $15.3K - $19.2K
50.9K $2.9B
PH
Parker Hannifin Corp

Industrials
257
+ 20.11%
$517.23 - $700.54 $133K - $180K
1.54K $1.07B
SAN
Banco Santander, S.A.

Financial Services
18.9K
+ 24.77%
$5.72 - $8.32 $108K - $157K
95.3K $791M
EMR
Emerson Electric CO

Industrials
1.31K
+ 44.36%
$94.15 - $133.33 $123K - $175K
4.26K $568M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.04%
$416.06 - $551.64 $416 - $552
2.54K $1.4B
VOD
Vodafone Group Public LTD CO

Communication Services
15K
+ 48.59%
$8.19 - $10.66 $123K - $160K
46K $491M
CL
Colgate Palmolive CO

Consumer Defensive
2.14K
+ 66.58%
$87.57 - $96.0 $188K - $206K
5.36K $488M
BPOP
Popular, Inc.

Financial Services
1.32K
+ 59.91%
$81.63 - $110.51 $107K - $145K
3.51K $387M
Natwest Group PLC
7.3K
+ 20.3%
N/A
43.3K $612M
GS
Goldman Sachs Group Inc

Financial Services
138
+ 27.94%
$462.22 - $707.75 $63.8K - $97.7K
632 $447M
V
Visa Inc.

Financial Services
441
+ 10.99%
$308.27 - $373.31 $136K - $165K
4.45K $1.58B
MS
Morgan Stanley

Financial Services
406
+ 8.44%
$99.83 - $140.86 $40.5K - $57.2K
5.22K $735M
WFC
Wells Fargo & Company

Financial Services
1.41K
+ 20.17%
$60.98 - $80.12 $85.9K - $113K
8.39K $672M
KGC
Kinross Gold Corp

Basic Materials
8.31K
+ 65.07%
$11.79 - $15.85 $98K - $132K
21.1K $330M
COST
Costco Wholesale Corp

Consumer Defensive
158
+ 62.2%
$908.13 - $1056.85 $143K - $167K
412 $408M
YY
Joyy Inc.

Communication Services
1.84K
+ 29.53%
$38.14 - $42.3 $70.2K - $77.9K
8.08K $411M
CRWD
Crowd Strike Holdings, Inc.

Technology
90
+ 13.74%
$321.63 - $509.31 $28.9K - $45.8K
745 $379M
CTAS
Cintas Corp

Industrials
468
+ 18.92%
$190.11 - $227.66 $89K - $107K
2.94K $656M
GOOG
Alphabet Inc.

Communication Services
235
+ 4.89%
$146.58 - $180.01 $34.4K - $42.3K
5.05K $895M
WMT
Walmart Inc.

Consumer Defensive
557
+ 6.75%
$81.79 - $99.98 $45.6K - $55.7K
8.8K $861M
F
Ford Motor CO

Consumer Cyclical
1.46K
+ 1.0%
$8.69 - $10.85 $12.7K - $15.9K
148K $1.61B
JCI
Johnson Controls International PLC

Industrials
443
+ 13.07%
$71.14 - $105.62 $31.5K - $46.8K
3.83K $405M
GWW
W.W. Grainger, Inc.

Industrials
109
+ 31.87%
$919.93 - $1101.66 $100K - $120K
451 $469M
BCS
Barclays PLC

Financial Services
888
+ 2.77%
$12.69 - $18.61 $11.3K - $16.5K
32.9K $612M
BWA
Borgwarner Inc

Consumer Cyclical
511
+ 2.41%
$24.84 - $33.92 $12.7K - $17.3K
21.8K $728M
CALM
Cal Maine Foods Inc

Consumer Defensive
993
+ 44.97%
$90.17 - $103.07 $89.5K - $102K
3.2K $319M
MA
Mastercard Inc

Financial Services
168
+ 13.03%
$479.92 - $590.74 $80.6K - $99.2K
1.46K $819M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.2%
$456.74 - $568.03 $1.83K - $2.27K
2.01K $1.14B
MO
Altria Group, Inc.

Consumer Defensive
2.06K
+ 27.11%
$55.56 - $60.91 $114K - $125K
9.64K $565M
CTVA
Corteva, Inc.

Basic Materials
693
+ 15.29%
$55.52 - $74.53 $38.5K - $51.6K
5.22K $389M
RMD
Resmed Inc

Healthcare
196
+ 15.25%
$204.54 - $258.0 $40.1K - $50.6K
1.48K $382M
ZTS
Zoetis Inc.

Healthcare
684
+ 37.73%
$144.41 - $170.3 $98.8K - $116K
2.5K $389M
GILD
Gilead Sciences, Inc.

Healthcare
869
+ 12.84%
$96.91 - $113.0 $84.2K - $98.2K
7.64K $847M
SAP
Sap Se

Technology
90
+ 5.31%
$237.53 - $309.8 $21.4K - $27.9K
1.79K $543M
USB
Us Bancorp \De\

Financial Services
1.34K
+ 20.0%
$36.4 - $45.76 $48.6K - $61.1K
8.01K $362M
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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