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
$129B
$313 Million 0.15% of portfolio
3,740
Q3 2024 Reduced 8.82%
$418B
$316 Million 0.15% of portfolio
780
Q3 2024 New
$70.2B
$290 Million 0.14% of portfolio
1,137
Q3 2024 Added 29.35%
$458B
$288 Million 0.14% of portfolio
1,689
Q3 2024 Reduced 11.15%
$27.5B
$301 Million 0.14% of portfolio
4,036
Q3 2024 Added 9.47%
$26.4B
$297 Million 0.14% of portfolio
2,069
Q3 2024 New
$5.75B
$301 Million 0.14% of portfolio
3,221
Q3 2024 Reduced 4.05%
$54B
$293 Million 0.14% of portfolio
151
Q2 2024 New
$125B
$293 Million 0.14% of portfolio
2,783
Q3 2024 Added 2.62%
$157B
$286 Million 0.14% of portfolio
1,381
Q3 2024 Reduced 1.29%
$33.9B
$298 Million 0.14% of portfolio
1,674
Q3 2024 Reduced 9.32%
$143B
$280 Million 0.13% of portfolio
2,384
Q3 2024 Reduced 47.03%
$59.9B
$274 Million 0.13% of portfolio
25,236
Q3 2024 Added 4.84%
$21B
$270 Million 0.13% of portfolio
1,318
Q3 2024 Reduced 0.68%
$26.9B
$260 Million 0.13% of portfolio
2,692
Q3 2024 Reduced 0.37%
$171B
$273 Million 0.13% of portfolio
6,527
Q3 2024 New
$215B
$268 Million 0.13% of portfolio
1,577
Q3 2024 Reduced 3.01%
$80.1B
$266 Million 0.13% of portfolio
1,440
Q3 2024 Reduced 4.06%
$435B
$263 Million 0.13% of portfolio
297
Q3 2024 New
$18B
$270 Million 0.13% of portfolio
2,256
Q3 2024 Reduced 0.92%
$140B
$264 Million 0.13% of portfolio
4,079
Q3 2024 Reduced 11.69%
$11.3B
$276 Million 0.13% of portfolio
592
Q3 2024 Reduced 0.84%
$85.3B
$268 Million 0.13% of portfolio
1,667
Q3 2024 Added 6.52%
$73.9B
$267 Million 0.13% of portfolio
506
Q3 2024 Added 6.75%
$269B
$242 Million 0.12% of portfolio
4,289
Q3 2024 Reduced 13.18%
$80.9B
$257 Million 0.12% of portfolio
519
Q3 2024 Reduced 8.47%
$123B
$242 Million 0.12% of portfolio
874
Q3 2024 Reduced 2.13%
$20.1B
$250 Million 0.12% of portfolio
1,537
Q3 2024 New
$27.6B
$247 Million 0.12% of portfolio
1,289
Q1 2024 Reduced 7.27%
$26.1B
$245 Million 0.12% of portfolio
1,277
Q3 2024 Reduced 0.55%
$40.1B
$259 Million 0.12% of portfolio
2,908
Q3 2024 Reduced 2.12%
$18.6B
$240 Million 0.12% of portfolio
521
Q3 2024 Added 1.96%
$43B
$258 Million 0.12% of portfolio
1,800
Q3 2024 New
$78B
$245 Million 0.12% of portfolio
2,363
Q3 2024 New
$39.3B
$244 Million 0.12% of portfolio
481
Q3 2024 Added 4.11%
$18B
$256 Million 0.12% of portfolio
1,572
Q3 2024 Reduced 1.44%
$75.7B
$254 Million 0.12% of portfolio
2,322
Q3 2024 Added 0.96%
$52.3B
$251 Million 0.12% of portfolio
1,323
Q3 2024 Added 2.56%
$59.9B
$245 Million 0.12% of portfolio
5,733
Q3 2024 Added 0.33%
$20.9B
$251 Million 0.12% of portfolio
559
Q3 2024 Added 0.36%
$82.3B
$228 Million 0.11% of portfolio
871
Q3 2024 New
$56.4B
$219 Million 0.11% of portfolio
2,826
Q3 2024 New
$18.2B
$221 Million 0.11% of portfolio
3,255
Q3 2024 New
$253B
$228 Million 0.11% of portfolio
2,009
Q3 2024 Reduced 20.72%
$6.82B
$227 Million 0.11% of portfolio
2,264
Q3 2024 New
$198B
$234 Million 0.11% of portfolio
2,056
Q3 2024 New
$292B
$229 Million 0.11% of portfolio
275
Q3 2024 Added 7.84%
$54.2B
$227 Million 0.11% of portfolio
3,100
Q3 2024 Added 0.16%
$35.9B
$221 Million 0.11% of portfolio
12,749
Q3 2024 New

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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