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 Market Cap. of $10 Billions to $200 Billions
