Baron Wealth Management LLC Incresed Positions 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
UNH
Unitedhealth Group Inc

Healthcare
467
+ 32.07%
$488.01 - $604.18 $228K - $282K
1.92K $1.12B
VIG
Vanguard Dividend Appreciation

ETFs
58
+ 0.32%
$182.15 - $182.15 $10.6K - $10.6K
18.4K $3.64B
CSCO
Cisco Systems, Inc.

Technology
4.74K
+ 78.33%
$44.74 - $53.22 $212K - $252K
10.8K $574M
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
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 0.09%
$517.38 - $573.86 $4.14K - $4.59K
8.66K $4.97B
VEA
Vanguard Ftse Developed Market

ETFs
449
+ 0.65%
$47.6 - $53.31 $21.4K - $23.9K
69.1K $3.65B
LOW
Lowes Companies Inc

Consumer Cyclical
329
+ 10.7%
$213.3 - $270.78 $70.2K - $89.1K
3.4K $922M
PH
Parker Hannifin Corp

Industrials
195
+ 22.52%
$501.01 - $635.92 $97.7K - $124K
1.06K $671M
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
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
TYL
Tyler Technologies Inc

Technology
1
+ 0.07%
$499.52 - $595.46 $500 - $595
1.47K $855M
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
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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