Baron Wealth Management LLC Reduced Holdings in Q3 2024

Baron Wealth Management LLC

  • $208 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PAYC
Paycom Software, Inc.

Technology
-75
- 3.77%
$140.16 - $173.86 $10.5K - $13K
1.92K $319M
ZTS
Zoetis Inc.

Healthcare
-25
- 1.37%
$172.58 - $196.48 $4.31K - $4.91K
1.8K $351M
APD
Air Products & Chemicals, Inc.

Basic Materials
-43
- 3.34%
$247.34 - $300.11 $10.6K - $12.9K
1.24K $370M
CBOE
Cboe Global Markets, Inc.

Financial Services
-9
- 0.68%
$168.57 - $213.65 $1.52K - $1.92K
1.32K $270M
ALC
Alcon Inc

Healthcare
-13
- 0.31%
$88.07 - $100.79 $1.14K - $1.31K
4.15K $415M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-5
- 0.84%
$370.41 - $491.09 $1.85K - $2.46K
592 $276M
ENSG
Ensign Group, Inc

Healthcare
-3
- 0.13%
$124.14 - $153.65 $372 - $461
2.31K $333M
GLOB
Globant S.A.

Technology
-43
- 1.45%
$176.29 - $207.07 $7.58K - $8.9K
2.93K $581M
SNY
Sanofi

Healthcare
-60
- 0.93%
$48.54 - $58.53 $2.91K - $3.51K
6.41K $370M
Linde PLC
-4
- 0.25%
N/A
1.6K $764M
NEE
Nextera Energy Inc

Utilities
-266
- 4.13%
$69.9 - $84.97 $18.6K - $22.6K
6.17K $521M
IVW
Ishares S&P 500 Growth ETF

ETFs
-242
- 0.83%
$84.77 - $97.13 $20.5K - $23.5K
28.9K $2.77B
MSI
Motorola Solutions, Inc.

Technology
-10
- 0.77%
$385.65 - $450.49 $3.86K - $4.5K
1.29K $578M
GWRE
Guidewire Software, Inc.

Technology
-2
- 0.11%
$137.04 - $182.94 $274 - $366
1.78K $326M
SBUX
Starbucks Corp

Consumer Cyclical
-1
- 0.02%
$72.51 - $98.6 $72.5 - $98.6
4.19K $408M
HEI
Heico Corp

Industrials
-4
- 0.11%
$220.59 - $267.96 $882 - $1.07K
3.78K $988M
AAPL
Apple Inc.

Technology
-1.53K
- 4.76%
$207.23 - $234.82 $316K - $359K
30.6K $7.12B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.86K
- 1.57%
$162.64 - $179.3 $790K - $871K
304K $54.5B
Activity Summary
Buys All Purchases 123 New Holdings 36 Increased Positions 87 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Baron Wealth Management LLC Portfolio

Follow Baron Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email