Baron Wealth Management LLC Purchases in Q2 2025

Baron Wealth Management LLC

  • $282 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WCC
Wesco International Inc

Industrials
1.24K
New
$132.86 - $186.1 $165K - $231K
1.24K $230M
PRDO
Perdoceo Education Corp

Consumer Defensive
6.96K
New
$24.24 - $34.1 $169K - $237K
6.96K $228M
VRSN
Verisign Inc

Technology
786
New
$234.49 - $288.8 $184K - $227K
786 $227M
SBAC
Sba Communications Corp

Real Estate
963
New
$208.57 - $243.4 $201K - $234K
963 $226M
MUR
Murphy Oil Corp

Energy
9.9K
New
$19.62 - $29.21 $194K - $289K
9.9K $223M
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.14K
New
$54.6 - $70.83 $172K - $223K
3.14K $223M
SIG
Signet Jewelers LTD

Consumer Cyclical
2.79K
New
$50.77 - $82.74 $142K - $231K
2.79K $222M
QCOM
Qualcomm Inc

Technology
1.37K
New
$124.66 - $159.48 $171K - $218K
1.37K $218M
KMT
Kennametal Inc

Industrials
9.43K
New
$17.54 - $23.27 $165K - $219K
9.43K $216M
IVV
Ishares Core S&P 500 ETF

ETFs
346
New
$498.8 - $620.9 $173K - $215K
346 $215M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.04%
$416.06 - $551.64 $416 - $552
2.54K $1.4B
MSCI
Msci Inc.

Financial Services
361
New
$506.56 - $576.74 $183K - $208K
361 $208M
Celestica Inc
1.33K
New
N/A
1.33K $208M
THO
Thor Industries Inc

Consumer Cyclical
2.34K
New
$64.83 - $89.72 $152K - $210K
2.34K $208M
AEM
Agnico Eagle Mines LTD

Basic Materials
1.72K
New
$99.48 - $124.46 $171K - $213K
1.72K $204M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.33K
New
$70.56 - $87.22 $164K - $203K
2.33K $203M
MRK
Merck & Co., Inc.

Healthcare
2.54K
New
$73.47 - $87.12 $186K - $221K
2.54K $201M
VOD
Vodafone Group Public LTD CO

Communication Services
15K
+ 48.59%
$8.19 - $10.66 $123K - $160K
46K $491M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
12K
New
$11.71 - $19.37 $140K - $232K
12K $192M
CL
Colgate Palmolive CO

Consumer Defensive
2.14K
+ 66.58%
$87.57 - $96.0 $188K - $206K
5.36K $488M
BPOP
Popular, Inc.

Financial Services
1.32K
+ 59.91%
$81.63 - $110.51 $107K - $145K
3.51K $387M
Natwest Group PLC
7.3K
+ 20.3%
N/A
43.3K $612M
GS
Goldman Sachs Group Inc

Financial Services
138
+ 27.94%
$462.22 - $707.75 $63.8K - $97.7K
632 $447M
V
Visa Inc.

Financial Services
441
+ 10.99%
$308.27 - $373.31 $136K - $165K
4.45K $1.58B
MS
Morgan Stanley

Financial Services
406
+ 8.44%
$99.83 - $140.86 $40.5K - $57.2K
5.22K $735M
WFC
Wells Fargo & Company

Financial Services
1.41K
+ 20.17%
$60.98 - $80.12 $85.9K - $113K
8.39K $672M
KGC
Kinross Gold Corp

Basic Materials
8.31K
+ 65.07%
$11.79 - $15.85 $98K - $132K
21.1K $330M
COST
Costco Wholesale Corp

Consumer Defensive
158
+ 62.2%
$908.13 - $1056.85 $143K - $167K
412 $408M
CGAU
Centerra Gold Inc.

Basic Materials
23.2K
New
$5.52 - $7.58 $128K - $176K
23.2K $167M
YY
Joyy Inc.

Communication Services
1.84K
+ 29.53%
$38.14 - $42.3 $70.2K - $77.9K
8.08K $411M
CRWD
Crowd Strike Holdings, Inc.

Technology
90
+ 13.74%
$321.63 - $509.31 $28.9K - $45.8K
745 $379M
CTAS
Cintas Corp

Industrials
468
+ 18.92%
$190.11 - $227.66 $89K - $107K
2.94K $656M
NFBK
Northfield Bancorp, Inc.

Financial Services
12.7K
New
$9.54 - $12.21 $121K - $155K
12.7K $146M
GOOG
Alphabet Inc.

Communication Services
235
+ 4.89%
$146.58 - $180.01 $34.4K - $42.3K
5.05K $895M
WMT
Walmart Inc.

Consumer Defensive
557
+ 6.75%
$81.79 - $99.98 $45.6K - $55.7K
8.8K $861M
F
Ford Motor CO

Consumer Cyclical
1.46K
+ 1.0%
$8.69 - $10.85 $12.7K - $15.9K
148K $1.61B
JCI
Johnson Controls International PLC

Industrials
443
+ 13.07%
$71.14 - $105.62 $31.5K - $46.8K
3.83K $405M
GWW
W.W. Grainger, Inc.

Industrials
109
+ 31.87%
$919.93 - $1101.66 $100K - $120K
451 $469M
Teekay Corporation LTD
14.6K
New
N/A
14.6K $120M
BCS
Barclays PLC

Financial Services
888
+ 2.77%
$12.69 - $18.61 $11.3K - $16.5K
32.9K $612M
BWA
Borgwarner Inc

Consumer Cyclical
511
+ 2.41%
$24.84 - $33.92 $12.7K - $17.3K
21.8K $728M
CALM
Cal Maine Foods Inc

Consumer Defensive
993
+ 44.97%
$90.17 - $103.07 $89.5K - $102K
3.2K $319M
DHT
Dht Holdings, Inc.

Energy
10.9K
New
$9.45 - $12.15 $103K - $133K
10.9K $118M
MA
Mastercard Inc

Financial Services
168
+ 13.03%
$479.92 - $590.74 $80.6K - $99.2K
1.46K $819M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.2%
$456.74 - $568.03 $1.83K - $2.27K
2.01K $1.14B
MO
Altria Group, Inc.

Consumer Defensive
2.06K
+ 27.11%
$55.56 - $60.91 $114K - $125K
9.64K $565M
CVAC
Cure Vac N.V.

Healthcare
19.7K
New
$2.59 - $5.6 $51K - $110K
19.7K $107M
CTVA
Corteva, Inc.

Basic Materials
693
+ 15.29%
$55.52 - $74.53 $38.5K - $51.6K
5.22K $389M
MFIN
Medallion Financial Corp

Financial Services
10.8K
New
$8.11 - $9.65 $87.8K - $104K
10.8K $103M
Activity Summary
Buys All Purchases 154 New Holdings 60 Increased Positions 94 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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