Baron Wealth Management LLC Incresed Positions in Q1 2025

Baron Wealth Management LLC

  • $228 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
2.98K
+ 29.24%
$142.06 - $167.7 $423K - $499K
13.2K $2.18B
DB
Deutsche Bank Aktiengesellschaft

Financial Services
15.4K
+ 124.19%
$17.16 - $25.25 $265K - $390K
27.9K $664M
XOM
Exxon Mobil Corp

Energy
3.2K
+ 91.1%
$105.44 - $118.93 $338K - $381K
6.72K $799M
GILD
Gilead Sciences, Inc.

Healthcare
3.01K
+ 80.05%
$89.14 - $117.41 $268K - $353K
6.77K $758M
NFLX
Netflix Inc

Communication Services
396
+ 45.46%
$828.4 - $1058.6 $328K - $419K
1.27K $1.18B
SAN
Banco Santander, S.A.

Financial Services
40.6K
+ 113.17%
$4.46 - $7.14 $181K - $290K
76.4K $512M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
362
+ 20.34%
$442.66 - $534.52 $160K - $193K
2.14K $1.14B
ABT
Abbott Laboratories

Healthcare
1.84K
+ 51.81%
$111.1 - $140.22 $204K - $257K
5.38K $714M
ECL
Ecolab Inc.

Basic Materials
1.09K
+ 93.81%
$229.72 - $269.82 $251K - $295K
2.26K $572M
LOW
Lowes Companies Inc

Consumer Cyclical
1.46K
+ 41.57%
$222.66 - $268.42 $326K - $392K
4.98K $1.16B
MO
Altria Group, Inc.

Consumer Defensive
3.69K
+ 94.76%
$50.81 - $60.02 $187K - $221K
7.58K $455M
BCS
Barclays PLC

Financial Services
13.4K
+ 71.57%
$12.69 - $16.25 $170K - $217K
32K $492M
Natwest Group PLC
16.4K
+ 84.01%
N/A
36K $429M
MA
Mastercard Inc

Financial Services
306
+ 31.13%
$504.67 - $576.31 $154K - $176K
1.29K $707M
TRV
Travelers Companies, Inc.

Financial Services
532
+ 31.44%
$232.43 - $265.13 $124K - $141K
2.22K $588M
META
Meta Platforms, Inc.

Communication Services
302
+ 46.32%
$576.36 - $736.67 $174K - $222K
954 $550M
WFC
Wells Fargo & Company

Financial Services
2.15K
+ 44.35%
$66.78 - $81.42 $143K - $175K
6.98K $501M
SNA
Snap On Inc

Industrials
599
+ 2.56%
$324.09 - $358.62 $194K - $215K
24K $8.07B
VOD
Vodafone Group Public LTD CO

Communication Services
13.1K
+ 73.62%
$8.05 - $9.86 $106K - $129K
31K $290M
ALL
Allstate Corp

Financial Services
561
+ 44.03%
$180.99 - $210.18 $102K - $118K
1.84K $380M
SONY
Sony Group Corp

Technology
3.08K
+ 23.59%
$19.88 - $25.64 $61.3K - $79K
16.1K $410M
GWW
W.W. Grainger, Inc.

Industrials
132
+ 62.86%
$953.54 - $1132.42 $126K - $149K
342 $338M
Linde PLC
65
+ 4.11%
N/A
1.65K $766M
CB
Chubb LTD

Financial Services
184
+ 9.77%
$257.71 - $301.99 $47.4K - $55.6K
2.07K $624M
PH
Parker Hannifin Corp

Industrials
218
+ 20.57%
$591.65 - $707.05 $129K - $154K
1.28K $777M
LLY
Eli Lilly & CO

Healthcare
87
+ 16.11%
$725.72 - $929.72 $63.1K - $80.9K
627 $518M
PANW
Palo Alto Networks Inc

Technology
646
+ 51.93%
$167.82 - $208.28 $108K - $135K
1.89K $323M
AFL
Aflac Inc

Financial Services
573
+ 13.83%
$100.99 - $111.19 $57.9K - $63.7K
4.72K $524M
CBOE
Cboe Global Markets, Inc.

Financial Services
231
+ 18.32%
$190.84 - $226.29 $44.1K - $52.3K
1.49K $338M
EQR
Equity Residential

Real Estate
1.21K
+ 30.52%
$66.98 - $75.02 $80.7K - $90.4K
5.15K $369M
ICE
Intercontinental Exchange, Inc.

Financial Services
216
+ 12.86%
$142.8 - $176.36 $30.8K - $38.1K
1.9K $327M
FAST
Fastenal CO

Industrials
238
+ 2.33%
$71.11 - $79.98 $16.9K - $19K
10.5K $811M
MMM
3 M CO

Industrials
158
+ 5.44%
$129.7 - $155.12 $20.5K - $24.5K
3.06K $450M
TYL
Tyler Technologies Inc

Technology
112
+ 7.53%
$553.41 - $646.74 $62K - $72.4K
1.6K $930M
DUK
Duke Energy Corp

Utilities
242
+ 8.46%
$105.87 - $121.97 $25.6K - $29.5K
3.1K $379M
AIG
American International Group, Inc.

Financial Services
302
+ 10.04%
$70.5 - $86.94 $21.3K - $26.3K
3.31K $288M
UNP
Union Pacific Corp

Industrials
228
+ 16.18%
$225.21 - $254.42 $51.3K - $58K
1.64K $387M
SPGI
S&P Global Inc.

Financial Services
88
+ 4.31%
$478.26 - $543.77 $42.1K - $47.9K
2.13K $1.08B
ADP
Automatic Data Processing Inc

Industrials
168
+ 17.39%
$286.85 - $318.64 $48.2K - $53.5K
1.13K $346M
MCK
Mckesson Corp

Healthcare
17
+ 3.41%
$566.21 - $672.99 $9.63K - $11.4K
516 $347M
PAYX
Paychex Inc

Industrials
75
+ 2.06%
$136.06 - $154.52 $10.2K - $11.6K
3.71K $573M
SAP
Sap Se

Technology
92
+ 5.74%
$241.4 - $293.69 $22.2K - $27K
1.7K $455M
SYK
Stryker Corp

Healthcare
119
+ 10.73%
$355.18 - $399.9 $42.3K - $47.6K
1.23K $457M
JCI
Johnson Controls International PLC

Industrials
655
+ 23.96%
$76.12 - $90.6 $49.9K - $59.3K
3.39K $272M
VRSK
Verisk Analytics, Inc.

Industrials
7
+ 0.3%
$268.63 - $301.33 $1.88K - $2.11K
2.33K $693M
CME
Cme Group Inc.

Financial Services
23
+ 2.58%
$225.82 - $266.54 $5.19K - $6.13K
914 $243M
CRWD
Crowd Strike Holdings, Inc.

Technology
70
+ 11.97%
$308.86 - $455.36 $21.6K - $31.9K
655 $231M
EMR
Emerson Electric CO

Industrials
520
+ 21.39%
$108.64 - $131.17 $56.5K - $68.2K
2.95K $324M
ITW
Illinois Tool Works Inc

Industrials
104
+ 11.43%
$244.9 - $274.48 $25.5K - $28.5K
1.01K $252M
Activity Summary
Buys All Purchases 122 New Holdings 45 Increased Positions 77 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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