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
$56.8B
$664 Million 0.29% of portfolio
27,856
Q1 2025 Added 124.19%
$261B
$641 Million 0.28% of portfolio
10,384
Q1 2025 Reduced 3.58%
$122B
$624 Million 0.27% of portfolio
2,067
Q1 2025 Added 9.77%
$7.8B
$609 Million 0.27% of portfolio
21,242
Q1 2025 Added 6.34%
$0
$626 Million 0.27% of portfolio
2,419
Q1 2025 Added 0.12%
$0
$606 Million 0.27% of portfolio
2,236
Q4 2022 Added 0.04%
$31.3B
$618 Million 0.27% of portfolio
7,795
Q1 2025 Reduced 5.98%
$64.1B
$588 Million 0.26% of portfolio
2,224
Q1 2025 Added 31.44%
$34.1B
$587 Million 0.26% of portfolio
2,536
Q1 2025 Reduced 3.83%
$224B
$561 Million 0.25% of portfolio
4,810
Q1 2025 Added 5.74%
$143B
$579 Million 0.25% of portfolio
2,823
Q1 2025 Reduced 4.63%
$56.2B
$573 Million 0.25% of portfolio
3,713
Q1 2025 Added 2.06%
$161B
$559 Million 0.25% of portfolio
1,124
Q1 2025 Reduced 8.32%
$73.8B
$572 Million 0.25% of portfolio
2,256
Q1 2025 Added 93.81%
$1.44T
$550 Million 0.24% of portfolio
954
Q1 2025 Added 46.32%
Rb Global Inc
-
$525 Million 0.23% of portfolio
-
Q1 2025 Reduced 2.17%
$0
$531 Million 0.23% of portfolio
3,075
Q1 2025 Added 0.59%
$28.1B
$524 Million 0.23% of portfolio
9,699
Q1 2025 Reduced 1.76%
$720B
$518 Million 0.23% of portfolio
627
Q1 2025 Added 16.11%
$67.5B
$524 Million 0.23% of portfolio
4,716
Q1 2025 Added 13.83%
$236B
$523 Million 0.23% of portfolio
1,674
Q1 2025 Reduced 0.95%
$19.5B
$512 Million 0.23% of portfolio
7,199
Q1 2025 Reduced 2.44%
$22.4B
$508 Million 0.22% of portfolio
2,474
Q1 2025 Reduced 9.68%
$289B
$501 Million 0.22% of portfolio
6,981
Q1 2025 Added 44.35%
$69B
$492 Million 0.22% of portfolio
32,049
Q1 2025 Added 71.57%
$130B
$512 Million 0.22% of portfolio
76,390
Q1 2025 Added 113.17%
$325B
$487 Million 0.21% of portfolio
2,323
Q1 2025 Reduced 12.27%
$1.01T
$467 Million 0.21% of portfolio
2,814
Q1 2025 Reduced 1.88%
$84.6B
$450 Million 0.2% of portfolio
3,061
Q1 2025 Added 5.44%
$237B
$451 Million 0.2% of portfolio
6,155
Q1 2025 Reduced 25.03%
$347B
$455 Million 0.2% of portfolio
1,695
Q1 2025 Added 5.74%
$149B
$457 Million 0.2% of portfolio
1,228
Q1 2025 Added 10.73%
$106B
$455 Million 0.2% of portfolio
7,584
Q1 2025 Added 94.76%
$187B
$435 Million 0.19% of portfolio
1,319
Q1 2025 Added 10.56%
$5.65B
$430 Million 0.19% of portfolio
4,389
Q3 2024 Reduced 17.48%
$6.1B
$434 Million 0.19% of portfolio
2,508
Q1 2025 Reduced 0.75%
Natwest Group PLC
-
$429 Million 0.19% of portfolio
-
Q1 2025 Added 84.01%
$30.6B
$410 Million 0.18% of portfolio
16,143
Q1 2025 Added 23.59%
$16B
$416 Million 0.18% of portfolio
1,857
Q1 2025 Reduced 3.58%
$199B
$414 Million 0.18% of portfolio
3,123
Q1 2025 Reduced 1.89%
$147B
$396 Million 0.17% of portfolio
5,589
Q1 2025 Reduced 3.19%
$89.5B
$379 Million 0.17% of portfolio
3,104
Q1 2025 Added 8.46%
$142B
$387 Million 0.17% of portfolio
1,637
Q1 2025 Added 16.18%
$0
$389 Million 0.17% of portfolio
7,123
Q1 2025 Reduced 2.12%
$60.4B
$393 Million 0.17% of portfolio
12,612
Q1 2025 Reduced 0.76%
$92.6B
$381 Million 0.17% of portfolio
2,278
Q1 2025 Added 21.04%
$56.5B
$380 Million 0.17% of portfolio
1,835
Q1 2025 Added 44.03%
$27B
$369 Million 0.16% of portfolio
5,153
Q1 2025 Added 30.52%
$21.5B
$372 Million 0.16% of portfolio
664
Q1 2025 Added 2.63%

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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