Baron Wealth Management LLC Purchases in Q3 2024

Baron Wealth Management LLC

  • $208 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.66K
+ 4.5%
$105.53 - $118.34 $1.02M - $1.14M
225K $26.3B
SNA
Snap On Inc

Industrials
18
+ 0.08%
$255.35 - $289.77 $4.6K - $5.22K
23.4K $6.77B
CTAS
Cintas Corp

Industrials
2.74K
New
$201.38 - $819.83 $551K - $2.24M
2.74K $563M
MCD
Mcdonalds Corp

Consumer Cyclical
1.57K
New
$245.82 - $304.51 $385K - $477K
1.57K $477M
NKE
Nike, Inc.

Consumer Cyclical
4.56K
New
$71.09 - $89.44 $324K - $408K
4.56K $403M
UNH
Unitedhealth Group Inc

Healthcare
467
+ 32.07%
$488.01 - $604.18 $228K - $282K
1.92K $1.12B
HD
Home Depot, Inc.

Consumer Cyclical
780
New
$333.64 - $405.2 $260K - $316K
780 $316M
STRL
Sterling Construction CO Inc

Industrials
2.1K
New
$102.56 - $148.9 $216K - $313K
2.1K $305M
PHM
Pultegroup Inc

Consumer Cyclical
2.07K
New
$103.95 - $144.98 $215K - $300K
2.07K $297M
VIG
Vanguard Dividend Appreciation

ETFs
58
+ 0.32%
$182.15 - $182.15 $10.6K - $10.6K
18.4K $3.64B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
456
+ 35.79%
$405.19 - $478.57 $185K - $218K
1.73K $796M
JNJ
Johnson & Johnson

Healthcare
540
+ 4.62%
$145.48 - $167.38 $78.6K - $90.4K
12.2K $1.98B
CMCSA
Comcast Corp

Communication Services
6.53K
New
$37.33 - $41.78 $244K - $273K
6.53K $273M
COST
Costco Wholesale Corp

Consumer Defensive
297
New
$801.83 - $917.05 $238K - $272K
297 $263M
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 0.09%
$517.38 - $573.86 $4.14K - $4.59K
8.66K $4.97B
EA
Electronic Arts Inc.

Communication Services
1.8K
New
$137.32 - $151.82 $247K - $273K
1.8K $258M
VEA
Vanguard Ftse Developed Market

ETFs
449
+ 0.65%
$47.6 - $53.31 $21.4K - $23.9K
69.1K $3.65B
CLX
Clorox CO

Consumer Defensive
1.54K
New
$131.73 - $166.97 $202K - $257K
1.54K $250M
CL
Colgate Palmolive CO

Consumer Defensive
2.36K
New
$95.54 - $108.77 $226K - $257K
2.36K $245M
LOW
Lowes Companies Inc

Consumer Cyclical
329
+ 10.7%
$213.3 - $270.78 $70.2K - $89.1K
3.4K $922M
TSLA
Tesla, Inc.

Consumer Cyclical
164
+ 5.43%
$191.76 - $263.26 $31.4K - $43.2K
3.19K $834M
ABT
Abbott Laboratories

Healthcare
2.06K
New
$100.07 - $118.13 $206K - $243K
2.06K $234M
PH
Parker Hannifin Corp

Industrials
195
+ 22.52%
$501.01 - $635.92 $97.7K - $124K
1.06K $671M
ITW
Illinois Tool Works Inc

Industrials
871
New
$233.14 - $263.97 $203K - $230K
871 $228M
Te Connectivity PLC
1.51K
New
N/A
1.51K $227M
BPOP
Popular, Inc.

Financial Services
2.26K
New
$85.64 - $104.28 $194K - $236K
2.26K $227M
BALL
Ball Corp

Consumer Cyclical
3.26K
New
$58.86 - $67.91 $192K - $221K
3.26K $221M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
12.7K
New
$14.08 - $17.36 $180K - $221K
12.7K $221M
JCI
Johnson Controls International PLC

Industrials
2.83K
New
$65.52 - $77.61 $185K - $219K
2.83K $219M
CAG
Conagra Brands Inc.

Consumer Defensive
6.66K
New
$28.13 - $32.83 $187K - $219K
6.66K $217M
HOFT
Hooker Furnishings Corp

Consumer Cyclical
11.9K
New
$13.21 - $18.98 $157K - $226K
11.9K $215M
ADBE
Adobe Inc.

Technology
415
New
$508.13 - $586.55 $211K - $243K
415 $215M
GWW
W.W. Grainger, Inc.

Industrials
205
New
$896.19 - $1044.18 $184K - $214K
205 $213M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.17K
New
$150.01 - $182.29 $175K - $213K
1.17K $212M
AXP
American Express CO

Financial Services
783
New
$225.92 - $271.17 $177K - $212K
783 $212M
CTSH
Cognizant Technology Solutions Corp

Technology
2.74K
New
$66.89 - $77.87 $183K - $214K
2.74K $212M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.87K
New
$64.35 - $75.71 $185K - $218K
2.87K $212M
TDY
Teledyne Technologies Inc

Technology
483
New
$381.47 - $437.71 $184K - $211K
483 $211M
VOD
Vodafone Group Public LTD CO

Communication Services
21.1K
New
$8.8 - $10.35 $185K - $218K
21.1K $211M
BMY
Bristol Myers Squibb CO

Healthcare
4.06K
New
$39.66 - $51.75 $161K - $210K
4.06K $210M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.33K
New
$81.17 - $90.77 $189K - $211K
2.33K $208M
BHP
Bhp Group LTD

Basic Materials
3.31K
New
$51.32 - $62.11 $170K - $206K
3.31K $206M
MO
Altria Group, Inc.

Consumer Defensive
3.99K
New
$45.95 - $54.71 $183K - $218K
3.99K $204M
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.08K
New
$76.97 - $100.56 $160K - $209K
2.08K $203M
HOLX
Hologic Inc

Healthcare
2.49K
New
$73.48 - $83.64 $183K - $208K
2.49K $203M
RIO
Rio Tinto PLC

Basic Materials
2.84K
New
$59.71 - $71.21 $169K - $202K
2.84K $202M
GPC
Genuine Parts CO

Consumer Cyclical
1.44K
New
$131.04 - $147.11 $189K - $212K
1.44K $202M
SPGI
S&P Global Inc.

Financial Services
117
+ 6.25%
$446.32 - $527.38 $52.2K - $61.7K
1.99K $1.03B
MA
Mastercard Inc

Financial Services
281
+ 42.77%
$429.6 - $500.99 $121K - $141K
938 $463M
Activity Summary
Buys All Purchases 123 New Holdings 36 Increased Positions 87 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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