Baron Wealth Management LLC Portfolio Holdings

Baron Wealth Management LLC

  • $228 Billion
  • Q1 2025

Baron Wealth Management LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $228 Billion distributed in 210 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 $50.3B, Ishares Core S&P Sm Cap ETF with a value of $23.9B, Mfs Active Exchange Traded F with a value of $12B, Franklin Templeton Libertyq In with a value of $11.4B, and Snap On Inc with a value of $8.07B.

Examining the 13F form we can see an increase of $15.1B in the current position value, from $212B to 228B.

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 $228 Billion
ETFs: $107 Billion
Technology: $23.2 Billion
Industrials: $18 Billion
Financial Services: $17.8 Billion
Consumer Cyclical: $16.8 Billion
Healthcare: $12.4 Billion
Communication Services: $4.56 Billion
Consumer Defensive: $4.3 Billion
Other: $7.99 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$50.3 Billion 22.09% of portfolio
294,144
Q1 2025 Reduced 3.09%
$0
$23.9 Billion 10.52% of portfolio
228,959
Q1 2025 Reduced 0.82%
Mfs Active Exchange Traded F
-
$12 Billion 5.29% of portfolio
-
Q1 2025 New
$0
$11.4 Billion 5.02% of portfolio
350,267
Q1 2025 New
$16.9B
$8.07 Billion 3.55% of portfolio
23,954
Q1 2025 Added 2.56%
$3.34T
$7.13 Billion 3.13% of portfolio
32,095
Q1 2025 Added 3.79%
$11.9B
$7.02 Billion 3.08% of portfolio
563,953
Q2 2023 Reduced 7.92%
$0
$4.85 Billion 2.13% of portfolio
8,663
Q4 2024 Added 0.07%
$0
$3.59 Billion 1.58% of portfolio
18,505
Q1 2025 Added 0.16%
$3.67T
$3.27 Billion 1.44% of portfolio
8,706
Q1 2025 Reduced 1.23%
$0
$2.67 Billion 1.17% of portfolio
28,757
Q1 2025 Reduced 0.6%
$0
$2.57 Billion 1.13% of portfolio
50,601
Q1 2025 Reduced 27.16%
$408B
$2.18 Billion 0.96% of portfolio
13,157
Q1 2025 Added 29.24%
$2.25T
$2.17 Billion 0.96% of portfolio
11,428
Q1 2025 Added 6.5%
$382B
$1.93 Billion 0.85% of portfolio
17,825
Q1 2025 Added 0.1%
$44.8B
$1.47 Billion 0.65% of portfolio
146,667
Q1 2025 Reduced 39.43%
$852B
$1.23 Billion 0.54% of portfolio
5,015
Q1 2025 Reduced 5.13%
$576B
$1.18 Billion 0.52% of portfolio
1,267
Q1 2025 Added 45.46%
$0
$1.19 Billion 0.52% of portfolio
2,535
Q1 2025 Reduced 7.31%
$142B
$1.16 Billion 0.51% of portfolio
4,979
Q1 2025 Added 41.57%
$637B
$1.14 Billion 0.5% of portfolio
2,142
Q1 2025 Added 20.34%
$172B
$1.08 Billion 0.48% of portfolio
2,131
Q1 2025 Added 4.31%
$382B
$1.04 Billion 0.46% of portfolio
6,097
Q1 2025 Reduced 3.1%
$124B
$1.02 Billion 0.45% of portfolio
5,037
Q1 2025 Reduced 3.82%
$0
$1.03 Billion 0.45% of portfolio
2,006
Q1 2025 Added 0.25%
$285B
$1 Billion 0.44% of portfolio
5,978
Q1 2025 Reduced 4.12%
$272B
$1.01 Billion 0.44% of portfolio
3,753
Q1 2025 Added 2.37%
$0
$1 Billion 0.44% of portfolio
12,293
Q1 2025 Reduced 2.3%
$17.5B
$1 Billion 0.44% of portfolio
3,758
Q1 2025 Reduced 0.56%
$950B
$959 Million 0.42% of portfolio
3,699
Q1 2025 Added 20.61%
$24.6B
$930 Million 0.41% of portfolio
1,599
Q1 2025 Added 7.53%
$0
$833 Million 0.37% of portfolio
24,859
Q1 2025 New
$1.05T
$831 Million 0.37% of portfolio
5,375
Q1 2025 Added 9.03%
$24.5B
$811 Million 0.36% of portfolio
10,455
Q1 2025 Added 2.33%
$455B
$799 Million 0.35% of portfolio
6,721
Q1 2025 Added 91.1%
$7.39B
$788 Million 0.35% of portfolio
10,511
Q1 2025 Added 5.26%
$90.3B
$777 Million 0.34% of portfolio
1,278
Q1 2025 Added 20.57%
Linde PLC
-
$766 Million 0.34% of portfolio
-
Q1 2025 Added 4.11%
$305B
$778 Million 0.34% of portfolio
1,486
Q1 2025 Reduced 19.46%
$204B
$771 Million 0.34% of portfolio
968
Q1 2025 Added 0.62%
$140B
$758 Million 0.33% of portfolio
6,768
Q1 2025 Added 80.05%
$1.08T
$751 Million 0.33% of portfolio
4,810
Q1 2025 Added 5.14%
$0
$758 Million 0.33% of portfolio
8,914
Q1 2025 Reduced 2.42%
$267B
$724 Million 0.32% of portfolio
8,246
Q1 2025 Reduced 1.74%
$239B
$714 Million 0.31% of portfolio
5,380
Q1 2025 Added 51.81%
$539B
$707 Million 0.31% of portfolio
1,289
Q1 2025 Added 31.13%
Ardent Health Partners Inc
-
$683 Million 0.3% of portfolio
-
Q1 2025 New
$49.1B
$693 Million 0.3% of portfolio
2,327
Q1 2025 Added 0.3%
$0
$649 Million 0.29% of portfolio
3,254
Q1 2025 Added 0.18%

Summary

  • Portfolio
  • No. of Stocks 210
  • Current Value $228 Billion
  • Prior Value $212 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 45 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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