Baron Wealth Management LLC New Holdings in Q1 2025

Baron Wealth Management LLC

  • $228 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Mfs Active Exchange Traded F
468K
New
N/A
468K $12B
FLQH
Franklin Templeton Libertyq In

ETFs
350K
New
N/A
350K $11.4B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
24.9K
New
$32.49 - $37.99 $808K - $944K
24.9K $833M
Ardent Health Partners Inc
49.7K
New
N/A
49.7K $683M
UNM
Unum Group

Financial Services
4.09K
New
$71.8 - $83.34 $294K - $341K
4.09K $333M
AMT
American Tower Corp

Real Estate
1.47K
New
$173.46 - $217.6 $254K - $319K
1.47K $319M
MDT
Medtronic PLC

Healthcare
3.53K
New
$79.84 - $94.5 $282K - $334K
3.53K $317M
CL
Colgate Palmolive CO

Consumer Defensive
3.22K
New
$85.68 - $97.5 $276K - $314K
3.22K $302M
MLI
Mueller Industries Inc

Industrials
3.89K
New
$76.14 - $82.67 $296K - $322K
3.89K $296M
RMD
Resmed Inc

Healthcare
1.29K
New
$219.7 - $257.65 $282K - $331K
1.29K $288M
SCHW
Schwab Charles Corp

Financial Services
3.64K
New
$71.24 - $83.64 $259K - $305K
3.64K $285M
CNS
Cohen & Steers, Inc.

Financial Services
3.5K
New
$75.52 - $92.6 $264K - $324K
3.5K $281M
YY
Joyy Inc.

Communication Services
6.24K
New
$38.19 - $52.08 $238K - $325K
6.24K $262M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.57K
New
$161.13 - $209.29 $253K - $328K
1.57K $260M
CBT
Cabot Corp

Basic Materials
3.1K
New
$81.12 - $92.51 $251K - $287K
3.1K $258M
SO
Southern CO

Utilities
2.79K
New
$80.96 - $92.96 $226K - $259K
2.79K $256M
KR
Kroger CO

Consumer Defensive
3.6K
New
$58.36 - $67.72 $210K - $244K
3.6K $244M
PGR
Progressive Corp

Financial Services
844
New
$235.61 - $291.22 $199K - $246K
844 $239M
OVV
Ovintiv Inc.

Energy
5.46K
New
$37.84 - $45.91 $206K - $251K
5.46K $234M
BRO
Brown & Brown, Inc.

Financial Services
1.86K
New
$100.54 - $124.4 $187K - $232K
1.86K $232M
GHC
Graham Holdings CO

Consumer Defensive
241
New
$854.34 - $983.77 $206K - $237K
241 $232M
GE
General Electric CO

Industrials
1.15K
New
$168.59 - $212.13 $194K - $244K
1.15K $230M
BR
Broadridge Financial Solutions, Inc.

Technology
945
New
$221.46 - $244.83 $209K - $231K
945 $229M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
5.03K
New
$40.34 - $45.45 $203K - $228K
5.03K $222M
TMUS
T Mobile Us, Inc.

Communication Services
815
New
$211.3 - $272.83 $172K - $222K
815 $217M
FMX
Mexican Economic Development Inc

Consumer Defensive
2.21K
New
$81.23 - $100.59 $179K - $222K
2.21K $215M
NKE
Nike, Inc.

Consumer Cyclical
3.39K
New
$63.29 - $81.72 $214K - $277K
3.39K $215M
TS
Tenaris Sa

Energy
5.47K
New
$35.73 - $40.28 $195K - $220K
5.47K $214M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
870
New
$208.48 - $244.03 $181K - $212K
870 $212M
PFE
Pfizer Inc

Healthcare
8.26K
New
$25.01 - $27.13 $207K - $224K
8.26K $209M
MU
Micron Technology Inc

Technology
2.41K
New
$86.89 - $109.38 $209K - $263K
2.41K $209M
CALM
Cal Maine Foods Inc

Consumer Defensive
2.21K
New
$80.87 - $115.8 $179K - $256K
2.21K $201M
GTX
Garrett Motion Inc.

Consumer Cyclical
21.2K
New
$8.18 - $9.99 $173K - $211K
21.2K $177M
KGC
Kinross Gold Corp

Basic Materials
12.8K
New
$9.69 - $12.61 $124K - $161K
12.8K $161M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
10.3K
New
$14.13 - $16.72 $145K - $172K
10.3K $159M
SXC
Sun Coke Energy, Inc.

Basic Materials
16.2K
New
$8.95 - $10.57 $145K - $172K
16.2K $149M
ICL
Icl Group Ltd.

Basic Materials
23.7K
New
$4.96 - $6.45 $117K - $153K
23.7K $133M
PLTK
Playtika Holding Corp.

Communication Services
23.5K
New
$4.01 - $7.45 $94.3K - $175K
23.5K $122M
CLF
Cleveland Cliffs Inc.

Basic Materials
14.5K
New
$8.22 - $12.02 $119K - $175K
14.5K $119M
ORLA
Orla Mining Ltd.

Basic Materials
12.4K
New
$5.49 - $9.35 $68.3K - $116K
12.4K $116M
ENRFF
Enerflex Ltd.
11.5K
New
N/A
11.5K $89.3M
QBTS
D Wave Quantum Inc.

Technology
10.7K
New
$3.83 - $11.18 $41K - $120K
10.7K $81.3M
MFG
Mizuho Financial Group Inc

Financial Services
12.5K
New
$4.83 - $6.04 $60.2K - $75.3K
12.5K $68.7M
NGD
New Gold Inc.

Basic Materials
15.8K
New
$2.54 - $3.71 $40.2K - $58.7K
15.8K $58.7M
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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