Baron Wealth Management LLC Portfolio Holdings

Baron Wealth Management LLC

  • $188 Billion
  • Q1 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$50 Billion 26.54% of portfolio
304,155
Q1 2024 Reduced 0.87%
$0
$22.3 Billion 11.86% of portfolio
202,128
Q1 2024 Added 4.04%
$11.9B
$6.18 Billion 3.28% of portfolio
563,953
Q2 2023 Reduced 7.92%
$13.9B
$6.14 Billion 3.26% of portfolio
20,723
Q4 2022 New
$3.38T
$5.36 Billion 2.84% of portfolio
31,247
Q1 2024 Reduced 3.97%
$0
$4.52 Billion 2.4% of portfolio
8,641
Q1 2024 Reduced 0.14%
$3.33T
$3.55 Billion 1.88% of portfolio
8,434
Q4 2023 Added 1.21%
$0
$3.44 Billion 1.82% of portfolio
18,821
Q1 2024 Reduced 1.32%
$0
$3.42 Billion 1.81% of portfolio
68,097
Q1 2024 Added 8.64%
$49.5B
$2.6 Billion 1.38% of portfolio
195,985
Q1 2024 Added 11.11%
$0
$2.47 Billion 1.31% of portfolio
29,259
Q1 2024 Reduced 6.45%
$0
$2.42 Billion 1.28% of portfolio
24,042
Q1 2024 Reduced 11.77%
$308B
$1.8 Billion 0.96% of portfolio
1,997
Q1 2024 Added 7.08%
$1.97T
$1.71 Billion 0.91% of portfolio
9,473
Q1 2024 Added 2.62%
$382B
$1.69 Billion 0.9% of portfolio
10,667
Q1 2024 Added 0.58%
$6.05B
$1.7 Billion 0.9% of portfolio
9,388
Q1 2024 Reduced 4.13%
$16.9B
$1.23 Billion 0.65% of portfolio
28,665
Q1 2024 Added 0.07%
$0
$1.21 Billion 0.64% of portfolio
2,720
Q1 2024 Added 0.07%
$306B
$1.19 Billion 0.63% of portfolio
7,544
Q1 2024 Added 4.24%
$66B
$1.06 Billion 0.56% of portfolio
23,309
Q1 2024 Reduced 37.52%
$117B
$991 Million 0.53% of portfolio
5,012
Q4 2023 Reduced 0.16%
$593B
$1 Billion 0.53% of portfolio
4,998
Q1 2024 Added 16.67%
$391B
$995 Million 0.53% of portfolio
6,133
Q1 2024 Added 0.18%
$257B
$996 Million 0.53% of portfolio
3,307
Q1 2024 Added 11.05%
$0
$982 Million 0.52% of portfolio
12,295
Q4 2023 Added 0.89%
$429B
$935 Million 0.5% of portfolio
3,351
Q1 2024 Added 13.32%
$137B
$857 Million 0.46% of portfolio
3,366
Q1 2024 Reduced 3.16%
$30.2B
$816 Million 0.43% of portfolio
8,444
Q1 2024 Reduced 0.11%
$0
$764 Million 0.41% of portfolio
9,083
Q1 2024 Reduced 0.86%
$1.09T
$755 Million 0.4% of portfolio
5,004
Q1 2024 Reduced 2.53%
Linde PLC
-
$742 Million 0.39% of portfolio
-
Q1 2024 Reduced 3.04%
$12.2B
$727 Million 0.39% of portfolio
3,805
Q4 2023 Reduced 0.03%
$217B
$725 Million 0.39% of portfolio
1,248
Q1 2024 Reduced 0.24%
$182B
$737 Million 0.39% of portfolio
2,951
Q1 2024 Reduced 0.4%
$476B
$737 Million 0.39% of portfolio
1,490
Q1 2024 Added 2.48%
$36B
$708 Million 0.38% of portfolio
9,177
Q1 2024 Added 0.31%
$145B
$693 Million 0.37% of portfolio
1,629
Q1 2024 Added 0.18%
$24.4B
$700 Million 0.37% of portfolio
1,770
Q3 2023 Added 1.37%
$1.12T
$685 Million 0.36% of portfolio
4,502
Q1 2024 Reduced 0.4%
$0
$677 Million 0.36% of portfolio
3,221
Q1 2024 Reduced 8.81%
$7.55B
$681 Million 0.36% of portfolio
19,600
Q4 2022 New
$159B
$683 Million 0.36% of portfolio
896
Q3 2023 Added 1.47%
$25.7B
$616 Million 0.33% of portfolio
2,660
Q4 2023 Added 0.23%
$20.9B
$624 Million 0.33% of portfolio
1,468
Q1 2024 Added 0.34%
$0
$601 Million 0.32% of portfolio
2,407
Q1 2024 Added 15.17%
$7.45B
$604 Million 0.32% of portfolio
2,993
Q3 2023 Added 1.53%
$29.7B
$609 Million 0.32% of portfolio
8,285
Q1 2024 Reduced 0.08%
$42.3B
$555 Million 0.29% of portfolio
2,355
Q1 2024 Reduced 0.17%
$24B
$550 Million 0.29% of portfolio
11,879
Q3 2023 Added 1.4%

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $188 Billion
  • Prior Value $183 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 16 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
Track This Portfolio

Track Baron Wealth Management LLC Portfolio

Follow Baron Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email