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
PANW
Palo Alto Networks Inc

Technology
68
+ 3.6%
$152.44 - $204.64 $10.4K - $13.9K
1.96K $401M
MCK
Mckesson Corp

Healthcare
64
+ 12.4%
$652.83 - $732.78 $41.8K - $46.9K
580 $425M
ICL
Icl Group Ltd.

Basic Materials
6.81K
+ 28.79%
$5.35 - $6.98 $36.4K - $47.5K
30.5K $209M
SCHW
Schwab Charles Corp

Financial Services
310
+ 8.51%
$69.06 - $91.24 $21.4K - $28.3K
3.95K $360M
ABT
Abbott Laboratories

Healthcare
370
+ 6.88%
$123.95 - $138.08 $45.9K - $51.1K
5.75K $782M
ALL
Allstate Corp

Financial Services
377
+ 20.54%
$180.53 - $212.64 $68.1K - $80.2K
2.21K $445M
SPGI
S&P Global Inc.

Financial Services
44
+ 2.06%
$438.31 - $527.29 $19.3K - $23.2K
2.18K $1.15B
NGD
New Gold Inc.

Basic Materials
8.49K
+ 53.61%
$2.98 - $4.95 $25.3K - $42K
24.3K $120M
TRV
Travelers Companies, Inc.

Financial Services
198
+ 8.9%
$233.83 - $276.34 $46.3K - $54.7K
2.42K $648M
ADP
Automatic Data Processing Inc

Industrials
177
+ 15.61%
$276.76 - $326.81 $49K - $57.8K
1.31K $404M
ORLA
Orla Mining Ltd.

Basic Materials
4.87K
+ 39.14%
$8.21 - $12.35 $40K - $60.1K
17.3K $173M
HOFT
Hooker Furnishings Corp

Consumer Cyclical
4.71K
+ 39.59%
$7.57 - $12.07 $35.6K - $56.8K
16.6K $176M
BR
Broadridge Financial Solutions, Inc.

Technology
228
+ 24.13%
$217.22 - $246.25 $49.5K - $56.1K
1.17K $285M
IWM
Ishares Russell 2000 ETF

ETFs
6
+ 0.18%
$174.82 - $215.79 $1.05K - $1.29K
3.26K $704M
GTX
Garrett Motion Inc.

Consumer Cyclical
864
+ 4.08%
$7.34 - $12.04 $6.34K - $10.4K
22K $231M
SONY
Sony Group Corp

Technology
1.62K
+ 10.04%
$21.24 - $26.88 $34.4K - $43.6K
17.8K $462M
FDS
Factset Research Systems Inc

Financial Services
123
+ 23.65%
$398.85 - $473.32 $49.1K - $58.2K
643 $288M
RTX
Raytheon Technologies Corp

Industrials
38
+ 1.22%
$113.75 - $148.48 $4.32K - $5.64K
3.16K $462M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
438
+ 1.99%
$11.9 - $15.57 $5.21K - $6.82K
22.5K $346M
KR
Kroger CO

Consumer Defensive
397
+ 11.03%
$64.62 - $74.0 $25.7K - $29.4K
4K $287M
FAST
Fastenal CO

Industrials
9.82K
+ 93.9%
$40.65 - $83.16 $399K - $816K
20.3K $851M
BSX
Boston Scientific Corp

Healthcare
154
+ 4.41%
$89.7 - $107.41 $13.8K - $16.5K
3.65K $392M
TJX
Tjx Companies Inc

Consumer Cyclical
283
+ 13.31%
$119.13 - $135.03 $33.7K - $38.2K
2.41K $298M
IGF
Ishares Global Infrastructure

ETFs
96
+ 1.35%
$50.55 - $59.83 $4.85K - $5.74K
7.22K $427M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
43
+ 0.86%
$39.69 - $51.24 $1.71K - $2.2K
5.07K $260M
ICE
Intercontinental Exchange, Inc.

Financial Services
80
+ 4.22%
$151.62 - $183.47 $12.1K - $14.7K
1.98K $362M
SO
Southern CO

Utilities
386
+ 13.85%
$84.91 - $92.56 $32.8K - $35.7K
3.17K $291M
LII
Lennox International Inc

Industrials
40
+ 6.02%
$508.76 - $605.77 $20.4K - $24.2K
704 $404M
SYK
Stryker Corp

Healthcare
6
+ 0.49%
$337.37 - $395.63 $2.02K - $2.37K
1.23K $488M
ENRFF
Enerflex Ltd.
3.67K
+ 31.74%
N/A
15.2K $120M
CSL
Carlisle Companies Inc

Industrials
26
+ 4.36%
$317.1 - $408.5 $8.24K - $10.6K
623 $233M
PNC
Pnc Financial Services Group, Inc.

Financial Services
83
+ 6.42%
$149.76 - $186.42 $12.4K - $15.5K
1.38K $256M
IT
Gartner Inc

Technology
91
+ 16.22%
$377.5 - $449.52 $34.4K - $40.9K
652 $264M
TFC
Truist Financial Corp

Financial Services
315
+ 6.38%
$34.79 - $42.99 $11K - $13.5K
5.26K $226M
ERIC
Ericsson Lm Telephone CO

Technology
557
+ 5.08%
$6.77 - $8.86 $3.77K - $4.94K
11.5K $97.7M
SXC
Sun Coke Energy, Inc.

Basic Materials
2.1K
+ 12.95%
$7.75 - $9.8 $16.3K - $20.6K
18.4K $158M
NEE
Nextera Energy Inc

Utilities
210
+ 3.76%
$64.11 - $75.0 $13.5K - $15.8K
5.8K $403M
TS
Tenaris Sa

Energy
384
+ 7.02%
$30.71 - $39.46 $11.8K - $15.2K
5.85K $219M
DUK
Duke Energy Corp

Utilities
92
+ 2.96%
$112.46 - $124.05 $10.3K - $11.4K
3.2K $377M
LOW
Lowes Companies Inc

Consumer Cyclical
244
+ 4.9%
$210.83 - $235.28 $51.4K - $57.4K
5.22K $1.16B
CB
Chubb LTD

Financial Services
52
+ 2.52%
$274.32 - $302.46 $14.3K - $15.7K
2.12K $614M
NSIT
Insight Enterprises Inc

Technology
16
+ 1.01%
$128.11 - $147.65 $2.05K - $2.36K
1.61K $222M
LLY
Eli Lilly & CO

Healthcare
15
+ 2.39%
$713.71 - $898.95 $10.7K - $13.5K
642 $501M
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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