Baron Wealth Management LLC New Holdings in Q2 2025

Baron Wealth Management LLC

  • $282 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
Fidelity Covington Trust
11.4K
New
N/A
11.4K $423M
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
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
IMO
Imperial Oil LTD

Energy
3.68K
New
$60.22 - $81.91 $222K - $302K
3.68K $293M
C
Citigroup Inc

Financial Services
3.29K
New
$58.13 - $85.12 $191K - $280K
3.29K $280M
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
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
WCC
Wesco International Inc

Industrials
1.24K
New
$132.86 - $186.1 $165K - $231K
1.24K $230M
PRDO
Perdoceo Education Corp

Consumer Defensive
6.96K
New
$24.24 - $34.1 $169K - $237K
6.96K $228M
VRSN
Verisign Inc

Technology
786
New
$234.49 - $288.8 $184K - $227K
786 $227M
SBAC
Sba Communications Corp

Real Estate
963
New
$208.57 - $243.4 $201K - $234K
963 $226M
MUR
Murphy Oil Corp

Energy
9.9K
New
$19.62 - $29.21 $194K - $289K
9.9K $223M
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.14K
New
$54.6 - $70.83 $172K - $223K
3.14K $223M
SIG
Signet Jewelers LTD

Consumer Cyclical
2.79K
New
$50.77 - $82.74 $142K - $231K
2.79K $222M
QCOM
Qualcomm Inc

Technology
1.37K
New
$124.66 - $159.48 $171K - $218K
1.37K $218M
KMT
Kennametal Inc

Industrials
9.43K
New
$17.54 - $23.27 $165K - $219K
9.43K $216M
IVV
Ishares Core S&P 500 ETF

ETFs
346
New
$498.8 - $620.9 $173K - $215K
346 $215M
PTC
Ptc Inc.

Technology
1.24K
New
$136.74 - $173.24 $170K - $215K
1.24K $214M
MSCI
Msci Inc.

Financial Services
361
New
$506.56 - $576.74 $183K - $208K
361 $208M
Celestica Inc
1.33K
New
N/A
1.33K $208M
THO
Thor Industries Inc

Consumer Cyclical
2.34K
New
$64.83 - $89.72 $152K - $210K
2.34K $208M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.72K
New
$99.48 - $124.46 $171K - $213K
1.72K $204M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.33K
New
$70.56 - $87.22 $164K - $203K
2.33K $203M
MRK
Merck & Co., Inc.

Healthcare
2.54K
New
$73.47 - $87.12 $186K - $221K
2.54K $201M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
12K
New
$11.71 - $19.37 $140K - $232K
12K $192M
CGAU
Centerra Gold Inc.

Basic Materials
23.2K
New
$5.52 - $7.58 $128K - $176K
23.2K $167M
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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