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
BMY
Bristol Myers Squibb CO

Healthcare
18
+ 0.42%
$53.9 - $63.11 $970 - $1.14K
4.35K $265M
VTV
Vanguard Value ETF

ETFs
18
+ 0.59%
$167.73 - $179.21 $3.02K - $3.23K
3.08K $531M
IT
Gartner Inc

Technology
90
+ 19.11%
$418.25 - $548.38 $37.6K - $49.4K
561 $235M
ZTS
Zoetis Inc.

Healthcare
14
+ 0.78%
$156.48 - $175.67 $2.19K - $2.46K
1.81K $299M
Jacobs Solutions Inc
203
+ 12.04%
N/A
1.89K $228M
CAT
Caterpillar Inc

Industrials
126
+ 10.56%
$326.75 - $407.63 $41.2K - $51.4K
1.32K $435M
NSIT
Insight Enterprises Inc

Technology
20
+ 1.27%
$149.36 - $174.13 $2.99K - $3.48K
1.59K $238M
CSL
Carlisle Companies Inc

Industrials
32
+ 5.66%
$326.43 - $408.24 $10.4K - $13.1K
597 $203M
MS
Morgan Stanley

Financial Services
261
+ 5.74%
$111.68 - $141.08 $29.1K - $36.8K
4.81K $561M
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.12%
$251.87 - $277.95 $756 - $834
2.42K $626M
LII
Lennox International Inc

Industrials
17
+ 2.63%
$553.05 - $666.93 $9.4K - $11.3K
664 $372M
BWA
Borgwarner Inc

Consumer Cyclical
1.27K
+ 6.34%
$27.78 - $32.9 $35.2K - $41.7K
21.2K $609M
VIG
Vanguard Dividend Appreciation

ETFs
29
+ 0.16%
N/A
18.5K $3.59B
NVO
Novo Nordisk A S

Healthcare
270
+ 8.2%
$69.3 - $90.95 $18.7K - $24.6K
3.56K $247M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.25%
$507.05 - $563.67 $2.54K - $2.82K
2.01K $1.03B
AVGO
Broadcom Inc.

Technology
396
+ 21.04%
$167.43 - $244.7 $66.3K - $96.9K
2.28K $381M
IWM
Ishares Russell 2000 ETF

ETFs
6
+ 0.18%
$198.1 - $229.79 $1.19K - $1.38K
3.25K $649M
GOOGL
Alphabet Inc.

Communication Services
445
+ 9.03%
$154.33 - $206.19 $68.7K - $91.8K
5.38K $831M
GOOG
Alphabet Inc.

Communication Services
235
+ 5.14%
$156.06 - $207.71 $36.7K - $48.8K
4.81K $751M
AMZN
Amazon Com Inc

Consumer Cyclical
697
+ 6.5%
$190.26 - $242.06 $133K - $169K
11.4K $2.17B
CRM
Salesforce, Inc.

Technology
87
+ 2.37%
$268.36 - $359.95 $23.3K - $31.3K
3.75K $1.01B
NOW
Service Now, Inc.

Technology
6
+ 0.62%
$783.83 - $1170.39 $4.7K - $7.02K
968 $771M
FIVE
Five Below, Inc

Consumer Cyclical
525
+ 5.26%
$72.25 - $103.2 $37.9K - $54.2K
10.5K $788M
TSLA
Tesla, Inc.

Consumer Cyclical
632
+ 20.61%
$222.15 - $428.22 $140K - $271K
3.7K $959M
NVDA
Nvidia Corp

Technology
18
+ 0.1%
$106.98 - $149.43 $1.93K - $2.69K
17.8K $1.93B
AAPL
Apple Inc.

Technology
1.17K
+ 3.79%
$209.68 - $247.1 $246K - $289K
32.1K $7.13B
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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