Baron Wealth Management LLC Incresed Positions in Q4 2024

Baron Wealth Management LLC

  • $212 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CLX
Clorox CO

Consumer Defensive
35
+ 2.28%
$156.51 - $169.74 $5.48K - $5.94K
1.57K $255M
IWR
Ishares Russell Mid Cap ETF

ETFs
28
+ 0.31%
$87.25 - $95.52 $2.44K - $2.67K
9.14K $808M
ITW
Illinois Tool Works Inc

Industrials
39
+ 4.48%
$253.56 - $278.5 $9.89K - $10.9K
910 $231M
TYL
Tyler Technologies Inc

Technology
22
+ 1.5%
$576.64 - $635.69 $12.7K - $14K
1.49K $857M
IWM
Ishares Russell 2000 ETF

ETFs
9
+ 0.28%
$216.13 - $242.4 $1.95K - $2.18K
3.25K $718M
MRK
Merck & Co., Inc.

Healthcare
305
+ 15.18%
$96.31 - $114.76 $29.4K - $35K
2.31K $230M
VO
Vanguard Mid Cap ETF

ETFs
3
+ 0.12%
$261.5 - $284.63 $785 - $854
2.42K $638M
ADI
Analog Devices Inc

Technology
403
+ 8.34%
$206.35 - $236.48 $83.2K - $95.3K
5.24K $1.11B
SYK
Stryker Corp

Healthcare
3
+ 0.27%
$345.14 - $392.15 $1.04K - $1.18K
1.11K $399M
APD
Air Products & Chemicals, Inc.

Basic Materials
25
+ 2.01%
$285.5 - $335.62 $7.14K - $8.39K
1.27K $368M
CAT
Caterpillar Inc

Industrials
72
+ 6.42%
$360.37 - $416.88 $25.9K - $30K
1.19K $433M
DUK
Duke Energy Corp

Utilities
132
+ 4.84%
$105.76 - $120.76 $14K - $15.9K
2.86K $308M
Te Connectivity PLC
28
+ 1.86%
N/A
1.53K $219M
SPGI
S&P Global Inc.

Financial Services
55
+ 2.77%
$480.36 - $529.17 $26.4K - $29.1K
2.04K $1.02B
IGF
Ishares Global Infrastructure

ETFs
92
+ 1.28%
$51.2 - $55.7 $4.71K - $5.12K
7.28K $380M
VTV
Vanguard Value ETF

ETFs
18
+ 0.59%
$168.32 - $181.87 $3.03K - $3.27K
3.06K $518M
UNP
Union Pacific Corp

Industrials
45
+ 3.3%
$223.15 - $249.32 $10K - $11.2K
1.41K $321M
RTX
Raytheon Technologies Corp

Industrials
16
+ 0.51%
$114.45 - $127.21 $1.83K - $2.04K
3.18K $368M
SAN
Banco Santander, S.A.

Financial Services
379
+ 1.07%
$4.49 - $5.05 $1.7K - $1.91K
35.8K $163M
ICE
Intercontinental Exchange, Inc.

Financial Services
13
+ 0.78%
$148.29 - $166.93 $1.93K - $2.17K
1.68K $250M
ECL
Ecolab Inc.

Basic Materials
27
+ 2.37%
$234.32 - $261.43 $6.33K - $7.06K
1.16K $273M
HLN
Haleon PLC

Healthcare
1.38K
+ 4.28%
$9.23 - $10.71 $12.7K - $14.8K
33.6K $321M
VIG
Vanguard Dividend Appreciation

ETFs
102
+ 0.56%
N/A
18.5K $3.62B
SBUX
Starbucks Corp

Consumer Cyclical
13
+ 0.31%
$87.44 - $102.5 $1.14K - $1.33K
4.2K $383M
CSGP
Costar Group, Inc.

Real Estate
6
+ 0.07%
$69.7 - $81.97 $418 - $492
8.29K $594M
DD
Du Pont De Nemours, Inc.

Basic Materials
31
+ 1.07%
$75.95 - $88.05 $2.35K - $2.73K
2.94K $224M
CSL
Carlisle Companies Inc

Industrials
6
+ 1.07%
$368.67 - $480.91 $2.21K - $2.89K
565 $208M
ABBV
Abb Vie Inc.

Healthcare
29
+ 1.11%
$164.99 - $203.87 $4.78K - $5.91K
2.65K $471M
LOW
Lowes Companies Inc

Consumer Cyclical
114
+ 3.35%
$244.52 - $284.07 $27.9K - $32.4K
3.52K $868M
ZTS
Zoetis Inc.

Healthcare
1
+ 0.06%
$162.24 - $194.42 $162 - $194
1.8K $293M
CTAS
Cintas Corp

Industrials
3
+ 0.11%
$182.7 - $226.47 $548 - $679
2.74K $500M
IDXX
Idexx Laboratories Inc

Healthcare
41
+ 4.44%
$406.92 - $495.42 $16.7K - $20.3K
964 $399M
BWA
Borgwarner Inc

Consumer Cyclical
153
+ 0.77%
$31.48 - $35.49 $4.82K - $5.43K
20K $635M
NSIT
Insight Enterprises Inc

Technology
58
+ 3.84%
$149.61 - $224.73 $8.68K - $13K
1.57K $239M
EFA
Ishares Tr Msci Eafe ETF

ETFs
127
+ 1.02%
$75.1 - $82.99 $9.54K - $10.5K
12.6K $951M
NVO
Novo Nordisk A S

Healthcare
70
+ 2.17%
$85.0 - $120.04 $5.95K - $8.4K
3.29K $283M
VEA
Vanguard Ftse Developed Market

ETFs
363
+ 0.53%
$47.57 - $52.44 $17.3K - $19K
69.5K $3.32B
Activity Summary
Buys All Purchases 106 New Holdings 18 Increased Positions 88 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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