Baron Wealth Management LLC Portfolio Holdings

Baron Wealth Management LLC

  • $208 Billion
  • Q3 2024

Baron Wealth Management LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $208 Billion distributed in 204 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $54.5B, Ishares Core S&P Sm Cap ETF with a value of $26.3B, Apple Inc. with a value of $7.12B, Snap On Inc with a value of $6.77B, and Rivian Automotive, Inc. with a value of $6.33B.

Examining the 13F form we can see an increase of $14.8B in the current position value, from $193B to 208B.

Baron Wealth Management LLC is based out at Troy, MI

Below you can find more details about Baron Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $208 Billion
ETFs: $105 Billion
Technology: $25 Billion
Consumer Cyclical: $17.8 Billion
Industrials: $16.7 Billion
Healthcare: $14.1 Billion
Financial Services: $13.1 Billion
Consumer Defensive: $4.59 Billion
Communication Services: $3.62 Billion
Other: $6.66 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$216B
$474 Million 0.23% of portfolio
4,548
Q3 2024 Added 1.45%
$218B
$477 Million 0.23% of portfolio
1,567
Q3 2024 New
$740B
$487 Million 0.23% of portfolio
550
Q3 2024 Added 31.89%
$506B
$463 Million 0.22% of portfolio
938
Q3 2024 Added 42.77%
$35.6B
$466 Million 0.22% of portfolio
923
Q3 2024 Reduced 1.18%
$122B
$444 Million 0.21% of portfolio
7,097
Q3 2024 Added 63.0%
$198B
$438 Million 0.21% of portfolio
1,121
Q3 2024 Added 1.72%
$106B
$408 Million 0.2% of portfolio
4,188
Q3 2024 Reduced 0.02%
$208B
$422 Million 0.2% of portfolio
5,422
Q3 2024 Reduced 0.79%
$15.6B
$419 Million 0.2% of portfolio
7,379
Q3 2024 Added 48.02%
$41.9B
$415 Million 0.2% of portfolio
4,148
Q3 2024 Reduced 0.31%
$58B
$426 Million 0.2% of portfolio
14,400
Q3 2024 Added 2.35%
$5.65B
$408 Million 0.2% of portfolio
4,389
Q3 2024 Reduced 17.48%
$140B
$399 Million 0.19% of portfolio
1,106
Q3 2024 Reduced 0.09%
$70.8B
$398 Million 0.19% of portfolio
2,909
Q3 2024 Added 5.44%
$23.3B
$389 Million 0.19% of portfolio
644
Q3 2024 Added 0.94%
$10.8B
$396 Million 0.19% of portfolio
1,187
Q3 2024 Reduced 0.08%
$98.3B
$403 Million 0.19% of portfolio
4,561
Q3 2024 New
$206B
$399 Million 0.19% of portfolio
4,149
Q3 2024 Added 2.9%
$294B
$369 Million 0.18% of portfolio
1,612
Q3 2024 Reduced 25.44%
$67.6B
$370 Million 0.18% of portfolio
1,244
Q3 2024 Reduced 3.34%
$244B
$384 Million 0.18% of portfolio
3,224
Q3 2024 Added 18.79%
$74.3B
$372 Million 0.18% of portfolio
8,145
Q3 2024 Added 5.33%
$173B
$384 Million 0.18% of portfolio
3,167
Q3 2024 Added 1.7%
$50.6B
$376 Million 0.18% of portfolio
4,485
Q3 2024 Reduced 6.68%
$14.1B
$381 Million 0.18% of portfolio
872
Q2 2024 Added 0.23%
$123B
$370 Million 0.18% of portfolio
6,412
Q3 2024 Reduced 0.93%
$450B
$349 Million 0.17% of portfolio
2,980
Q3 2024 Reduced 2.99%
$1.39T
$352 Million 0.17% of portfolio
615
Q3 2024 Added 0.65%
$90B
$363 Million 0.17% of portfolio
1,561
Q3 2024 Added 18.98%
$18B
$348 Million 0.17% of portfolio
2,192
Q3 2024 Reduced 3.82%
$80B
$351 Million 0.17% of portfolio
1,798
Q3 2024 Reduced 1.37%
$5.17B
$358 Million 0.17% of portfolio
2,527
Q3 2024 Reduced 0.08%
$141B
$336 Million 0.16% of portfolio
1,364
Q3 2024 Added 4.6%
$57.1B
$323 Million 0.16% of portfolio
1,379
Q3 2024 Added 38.45%
$60B
$337 Million 0.16% of portfolio
3,077
Q3 2024 Reduced 10.27%
$14B
$324 Million 0.16% of portfolio
1,485
Q3 2024 Added 4.5%
$45.9B
$341 Million 0.16% of portfolio
32,251
Q2 2024 Added 20.55%
$14.5B
$326 Million 0.16% of portfolio
1,784
Q3 2024 Reduced 0.11%
$7.77B
$333 Million 0.16% of portfolio
2,313
Q3 2024 Reduced 0.13%
$72.2B
$325 Million 0.16% of portfolio
2,641
Q3 2024 Added 2.52%
$5.47B
$326 Million 0.16% of portfolio
1,512
Q3 2024 Added 0.27%
$193B
$336 Million 0.16% of portfolio
683
Q3 2024 Added 1.19%
$5.35B
$305 Million 0.15% of portfolio
2,103
Q3 2024 New
$97.3B
$306 Million 0.15% of portfolio
1,773
Q3 2024 Added 994.44%
$83.1B
$315 Million 0.15% of portfolio
2,730
Q3 2024 Added 3.49%
$11.5B
$311 Million 0.15% of portfolio
2,506
Q3 2024 Reduced 11.39%
$4.51B
$303 Million 0.15% of portfolio
2,877
Q3 2024 Reduced 0.1%
$14B
$319 Million 0.15% of portfolio
1,917
Q3 2024 Reduced 3.77%

Summary

  • Portfolio
  • No. of Stocks 204
  • Current Value $208 Billion
  • Prior Value $193 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 36 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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