Baron Wealth Management LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $188 Billion distributed in 181 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 $50B, Ishares Core S&P Sm Cap ETF with a value of $22.3B, Rivian Automotive, Inc. with a value of $6.18B, Snap On Inc with a value of $6.14B, and Apple Inc. with a value of $5.36B.
Examining the 13F form we can see an increase of $5.79B in the current position value, from $183B to 188B.
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
$188 Billion
ETFs: $96.2 Billion
Technology: $22.7 Billion
Consumer Cyclical: $18.1 Billion
Healthcare: $13.4 Billion
Industrials: $12.8 Billion
Financial Services: $10.8 Billion
Consumer Defensive: $3.9 Billion
Energy: $3.31 Billion
Other: $5.87 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions