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
CRM
Salesforce, Inc.

Technology
434
+ 13.39%
$238.42 - $276.53 $103K - $120K
3.68K $1.01B
BAX
Baxter International Inc

Healthcare
906
+ 3.16%
$32.85 - $40.26 $29.8K - $36.5K
29.6K $1.12B
HDB
Hdfc Bank LTD

Financial Services
2.74K
+ 63.0%
$58.04 - $66.97 $159K - $184K
7.1K $444M
NOW
Service Now, Inc.

Technology
67
+ 7.51%
$730.87 - $937.36 $49K - $62.8K
959 $858M
WMT
Walmart Inc.

Consumer Defensive
586
+ 7.63%
$66.91 - $81.4 $39.2K - $47.7K
8.26K $667M
FAST
Fastenal CO

Industrials
897
+ 9.7%
$62.09 - $71.83 $55.7K - $64.4K
10.1K $724M
V
Visa Inc.

Financial Services
339
+ 10.35%
$253.74 - $291.56 $86K - $98.8K
3.62K $994M
ABBV
Abb Vie Inc.

Healthcare
331
+ 14.47%
$163.84 - $199.33 $54.2K - $66K
2.62K $517M
CB
Chubb LTD

Financial Services
235
+ 13.77%
$252.51 - $292.2 $59.3K - $68.7K
1.94K $560M
TRV
Travelers Companies, Inc.

Financial Services
383
+ 38.45%
$201.87 - $242.35 $77.3K - $92.8K
1.38K $323M
MMM
3 M CO

Industrials
150
+ 5.44%
$99.69 - $139.42 $15K - $20.9K
2.91K $398M
NFLX
Netflix Inc

Communication Services
126
+ 17.05%
$598.55 - $722.26 $75.4K - $91K
865 $614M
AFL
Aflac Inc

Financial Services
147
+ 3.55%
$88.52 - $111.8 $13K - $16.4K
4.29K $480M
LLY
Eli Lilly & CO

Healthcare
133
+ 31.89%
$772.14 - $960.02 $103K - $128K
550 $487M
AMT
American Tower Corp

Real Estate
249
+ 18.98%
$192.27 - $242.73 $47.9K - $60.4K
1.56K $363M
TMO
Thermo Fisher Scientific Inc.

Healthcare
28
+ 2.13%
$531.86 - $624.21 $14.9K - $17.5K
1.35K $832M
NVDA
Nvidia Corp

Technology
1.08K
+ 6.8%
$98.91 - $134.91 $107K - $146K
16.9K $2.06B
JPM
Jpmorgan Chase & CO

Financial Services
239
+ 4.91%
$194.9 - $224.8 $46.6K - $53.7K
5.11K $1.08B
BCS
Barclays PLC

Financial Services
6.06K
+ 56.75%
$10.59 - $12.45 $64.2K - $75.5K
16.7K $203M
DHR
Danaher Corp

Healthcare
14
+ 0.47%
$239.25 - $280.76 $3.35K - $3.93K
2.98K $829M
BWA
Borgwarner Inc

Consumer Cyclical
222
+ 1.13%
$31.19 - $36.75 $6.92K - $8.16K
19.8K $719M
Natwest Group PLC
7.02K
+ 56.83%
N/A
19.4K $181M
ECL
Ecolab Inc.

Basic Materials
258
+ 29.35%
$228.86 - $255.76 $59K - $66K
1.14K $290M
SHV
Ishares Tr

ETFs
707
+ 21.78%
$110.05 - $110.63 $77.8K - $78.2K
3.95K $437M
CAT
Caterpillar Inc

Industrials
19
+ 1.72%
$316.8 - $391.12 $6.02K - $7.43K
1.12K $438M
RTX
Raytheon Technologies Corp

Industrials
53
+ 1.7%
$99.55 - $123.34 $5.28K - $6.54K
3.17K $384M
PG
Procter & Gamble CO

Consumer Defensive
116
+ 1.96%
$160.76 - $177.82 $18.6K - $20.6K
6.02K $1.04B
PAYX
Paychex Inc

Industrials
79
+ 2.23%
$116.17 - $135.19 $9.18K - $10.7K
3.63K $487M
USB
Us Bancorp \De\

Financial Services
412
+ 5.33%
$39.04 - $47.23 $16.1K - $19.5K
8.15K $372M
IWR
Ishares Russell Mid Cap ETF

ETFs
6
+ 0.07%
$79.92 - $88.19 $480 - $529
9.11K $803M
NOC
Northrop Grumman Corp

Industrials
32
+ 6.75%
$423.73 - $533.14 $13.6K - $17.1K
506 $267M
IWM
Ishares Russell 2000 ETF

ETFs
10
+ 0.31%
$200.87 - $224.6 $2.01K - $2.25K
3.24K $715M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 0.36%
$475.2 - $527.7 $3.33K - $3.69K
1.95K $1.03B
ON
On Semiconductor Corp

Technology
318
+ 3.81%
$66.39 - $78.74 $21.1K - $25K
8.66K $629M
VO
Vanguard Mid Cap ETF

ETFs
6
+ 0.25%
$237.84 - $263.83 $1.43K - $1.58K
2.41K $637M
ICE
Intercontinental Exchange, Inc.

Financial Services
102
+ 6.52%
$136.93 - $162.81 $14K - $16.6K
1.67K $268M
ABEV
Ambev S.A.

Consumer Defensive
15.4K
+ 40.08%
$2.04 - $2.44 $31.4K - $37.5K
53.7K $131M
MFC
Manulife Financial Corp

Financial Services
330
+ 2.35%
$24.13 - $29.63 $7.96K - $9.78K
14.4K $426M
DUK
Duke Energy Corp

Utilities
92
+ 3.49%
$99.35 - $117.71 $9.14K - $10.8K
2.73K $315M
VTV
Vanguard Value ETF

ETFs
34
+ 1.13%
$159.75 - $174.57 $5.43K - $5.94K
3.04K $531M
LII
Lennox International Inc

Industrials
6
+ 0.94%
$523.72 - $620.83 $3.14K - $3.72K
644 $389M
AVGO
Broadcom Inc.

Technology
1.61K
+ 994.44%
$136.27 - $1745.86 $220K - $2.81M
1.77K $306M
ALL
Allstate Corp

Financial Services
33
+ 2.56%
$158.43 - $192.86 $5.23K - $6.36K
1.32K $251M
EQR
Equity Residential

Real Estate
349
+ 9.47%
$67.19 - $78.09 $23.4K - $27.3K
4.04K $301M
META
Meta Platforms, Inc.

Communication Services
4
+ 0.65%
$453.41 - $572.44 $1.81K - $2.29K
615 $352M
SAN
Banco Santander, S.A.

Financial Services
5.68K
+ 19.09%
$4.37 - $5.16 $24.8K - $29.3K
35.5K $181M
UNP
Union Pacific Corp

Industrials
60
+ 4.6%
$221.78 - $256.09 $13.3K - $15.4K
1.36K $336M
MS
Morgan Stanley

Financial Services
65
+ 1.45%
$92.07 - $106.96 $5.98K - $6.95K
4.55K $474M
IT
Gartner Inc

Technology
19
+ 4.11%
$441.32 - $516.47 $8.39K - $9.81K
481 $244M
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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