Baron Wealth Management LLC Incresed Positions in Q3 2025

Baron Wealth Management LLC

  • $302 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
23
+ 3.64%
$696.56 - $806.32 $16K - $18.5K
655 $522M
USB
Us Bancorp \De\

Financial Services
992
+ 12.39%
$43.94 - $50.41 $43.6K - $50K
9K $435M
RTX
Raytheon Technologies Corp

Industrials
29
+ 0.92%
$144.19 - $167.33 $4.18K - $4.85K
3.19K $534M
DUK
Duke Energy Corp

Utilities
420
+ 13.14%
$116.31 - $125.93 $48.9K - $52.9K
3.62K $447M
BPOP
Popular, Inc.

Financial Services
87
+ 2.48%
$111.3 - $128.04 $9.68K - $11.1K
3.6K $457M
CMA
Comerica Inc

Financial Services
438
+ 10.88%
$60.93 - $71.05 $26.7K - $31.1K
4.46K $306M
NXST
Nexstar Media Group, Inc.

Communication Services
150
+ 10.5%
$176.71 - $211.31 $26.5K - $31.7K
1.58K $312M
C
Citigroup Inc

Financial Services
78
+ 2.37%
$85.57 - $103.49 $6.67K - $8.07K
3.37K $341M
ENRFF
Enerflex Ltd.
1.64K
+ 10.77%
N/A
16.9K $182M
IMO
Imperial Oil LTD

Energy
208
+ 5.65%
$80.03 - $95.16 $16.6K - $19.8K
3.89K $353M
MRK
Merck & Co., Inc.

Healthcare
519
+ 20.47%
$77.6 - $87.37 $40.3K - $45.3K
3.06K $256M
META
Meta Platforms, Inc.

Communication Services
82
+ 5.22%
$695.21 - $791.73 $57K - $64.9K
1.65K $1.21B
BAC
Bank Of America Corp

Financial Services
82
+ 0.71%
$44.92 - $52.42 $3.68K - $4.3K
11.6K $597M
GE
General Electric CO

Industrials
42
+ 4.61%
$244.75 - $305.63 $10.3K - $12.8K
954 $287M
GILD
Gilead Sciences, Inc.

Healthcare
459
+ 6.01%
$108.22 - $120.47 $49.7K - $55.3K
8.1K $899M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
713
+ 8.85%
$32.53 - $35.69 $23.2K - $25.4K
8.77K $311M
CM
Canadian Imperial Bank Of Commerce

Financial Services
221
+ 7.03%
$71.11 - $81.68 $15.7K - $18.1K
3.36K $269M
HD
Home Depot, Inc.

Consumer Cyclical
43
+ 5.93%
$357.4 - $423.42 $15.4K - $18.2K
768 $311M
AFL
Aflac Inc

Financial Services
161
+ 3.87%
$98.09 - $111.7 $15.8K - $18K
4.32K $483M
IWR
Ishares Russell Mid Cap ETF

ETFs
26
+ 0.29%
$92.26 - $97.51 $2.4K - $2.54K
8.89K $858M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
327
+ 9.93%
$79.76 - $85.78 $26.1K - $28.1K
3.62K $307M
SAIA
Saia Inc

Industrials
64
+ 7.34%
$281.49 - $333.61 $18K - $21.4K
936 $280M
RMD
Resmed Inc

Healthcare
64
+ 4.32%
$252.01 - $293.73 $16.1K - $18.8K
1.55K $423M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
489
+ 9.65%
$50.32 - $54.01 $24.6K - $26.4K
5.56K $300M
ADI
Analog Devices Inc

Technology
11
+ 0.24%
$220.68 - $255.63 $2.43K - $2.81K
4.66K $1.15B
CTVA
Corteva, Inc.

Basic Materials
1.09K
+ 20.85%
$67.08 - $77.12 $73.1K - $84K
6.31K $427M
PNC
Pnc Financial Services Group, Inc.

Financial Services
82
+ 5.96%
$185.88 - $207.44 $15.2K - $17K
1.46K $293M
VEEV
Veeva Systems Inc

Healthcare
42
+ 1.75%
$269.2 - $297.91 $11.3K - $12.5K
2.45K $729M
THO
Thor Industries Inc

Consumer Cyclical
15
+ 0.64%
$88.76 - $112.33 $1.33K - $1.68K
2.35K $244M
WCC
Wesco International Inc

Industrials
14
+ 1.13%
$189.22 - $227.19 $2.65K - $3.18K
1.26K $266M
NAT
Nordic American Tankers LTD

Industrials
5.18K
+ 14.0%
N/A
42.2K $132M
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.12%
$279.83 - $293.74 $839 - $881
2.42K $711M
UNP
Union Pacific Corp

Industrials
110
+ 9.24%
$214.91 - $237.16 $23.6K - $26.1K
1.3K $307M
VTV
Vanguard Value ETF

ETFs
16
+ 0.52%
$175.51 - $186.57 $2.81K - $2.99K
3.09K $577M
CBOE
Cboe Global Markets, Inc.

Financial Services
62
+ 4.43%
$231.35 - $253.24 $14.3K - $15.7K
1.46K $358M
MCK
Mckesson Corp

Healthcare
7
+ 1.21%
$659.01 - $772.54 $4.61K - $5.41K
587 $453M
JCI
Johnson Controls International PLC

Industrials
105
+ 2.74%
$103.24 - $111.73 $10.8K - $11.7K
3.94K $433M
MA
Mastercard Inc

Financial Services
31
+ 2.13%
$550.18 - $598.96 $17.1K - $18.6K
1.49K $847M
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 0.32%
$334.32 - $426.2 $669 - $852
618 $263M
MSI
Motorola Solutions, Inc.

Technology
4
+ 0.59%
$408.73 - $490.3 $1.63K - $1.96K
678 $310M
AXP
American Express CO

Financial Services
49
+ 6.33%
$294.27 - $342.31 $14.4K - $16.8K
823 $273M
DHT
Dht Holdings, Inc.

Energy
764
+ 6.99%
$10.72 - $12.95 $8.19K - $9.89K
11.7K $140M
QCOM
Qualcomm Inc

Technology
62
+ 4.53%
$145.84 - $173.55 $9.04K - $10.8K
1.43K $238M
PM
Philip Morris International Inc.

Consumer Defensive
332
+ 18.82%
$157.77 - $183.27 $52.4K - $60.8K
2.1K $340M
ECL
Ecolab Inc.

Basic Materials
27
+ 1.26%
$259.39 - $285.47 $7K - $7.71K
2.17K $593M
Natwest Group PLC
1.06K
+ 2.45%
N/A
44.3K $627M
ORLA
Orla Mining Ltd.

Basic Materials
111
+ 0.64%
$9.3 - $12.78 $1.03K - $1.42K
17.4K $188M
TFC
Truist Financial Corp

Financial Services
1
+ 0.02%
$42.83 - $47.07 $42.8 - $47.1
5.26K $240M
III
Information Services Group Inc.

Technology
277
+ 2.34%
$4.2 - $5.97 $1.16K - $1.65K
12.1K $69.7M
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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