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
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
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
ISRG
Intuitive Surgical Inc

Healthcare
8
+ 1.19%
$416.14 - $494.01 $3.33K - $3.95K
683 $336M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.17K
+ 4.84%
$9.55 - $11.13 $11.1K - $13K
25.2K $274M
RGA
Reinsurance Group Of America Inc

Financial Services
64
+ 4.5%
$192.62 - $225.79 $12.3K - $14.5K
1.49K $324M
FDS
Factset Research Systems Inc

Financial Services
10
+ 1.96%
$397.04 - $469.48 $3.97K - $4.69K
521 $240M
WRB
Berkley W R Corp

Financial Services
2.39K
+ 48.02%
$51.54 - $79.62 $123K - $191K
7.38K $419M
NSIT
Insight Enterprises Inc

Technology
4
+ 0.27%
$180.0 - $225.24 $720 - $901
1.51K $326M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4
+ 0.15%
$434.77 - $502.96 $1.74K - $2.01K
2.73K $1.33B
CSL
Carlisle Companies Inc

Industrials
2
+ 0.36%
$376.5 - $449.34 $753 - $899
559 $251M
TFC
Truist Financial Corp

Financial Services
19
+ 0.33%
$38.22 - $44.94 $726 - $854
5.73K $245M
LYG
Lloyds Banking Group PLC

Financial Services
3.97K
+ 30.81%
$2.73 - $3.17 $10.8K - $12.6K
16.9K $52.6M
EMR
Emerson Electric CO

Industrials
22
+ 0.96%
$98.19 - $118.87 $2.16K - $2.62K
2.32K $254M
EOG
Eog Resources Inc

Energy
65
+ 2.52%
$117.9 - $132.65 $7.66K - $8.62K
2.64K $325M
DIS
Walt Disney CO

Communication Services
117
+ 2.9%
$85.6 - $98.61 $10K - $11.5K
4.15K $399M
AIG
American International Group, Inc.

Financial Services
5
+ 0.16%
$70.16 - $79.23 $351 - $396
3.1K $227M
NVO
Novo Nordisk A S

Healthcare
510
+ 18.79%
$119.07 - $145.42 $60.7K - $74.2K
3.22K $384M
SAVE
Spirit Airlines, Inc.

Industrials
5.9K
+ 39.32%
$2.31 - $3.65 $13.6K - $21.5K
20.9K $50.2M
WST
West Pharmaceutical Services Inc

Healthcare
132
+ 7.5%
$277.16 - $333.3 $36.6K - $44K
1.89K $568M
COP
Conocophillips

Energy
71
+ 2.62%
$102.3 - $116.61 $7.26K - $8.28K
2.78K $293M
ASML
Asml Holding Nv

Technology
20
+ 7.84%
$749.82 - $1098.95 $15K - $22K
275 $229M
AMZN
Amazon Com Inc

Consumer Cyclical
122
+ 1.23%
$161.02 - $200.0 $19.6K - $24.4K
10K $1.86B
SHEL
Shell PLC

Energy
64
+ 0.79%
$65.65 - $73.28 $4.2K - $4.69K
8.21K $541M
MU
Micron Technology Inc

Technology
49
+ 2.25%
$86.27 - $136.82 $4.23K - $6.7K
2.22K $230M
FIVE
Five Below, Inc

Consumer Cyclical
575
+ 6.11%
$64.97 - $108.47 $37.4K - $62.4K
9.99K $882M
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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