Baron Wealth Management LLC Reduced Holdings in Q1 2025

Baron Wealth Management LLC

  • $228 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-9.39K
- 3.09%
$168.16 - $186.21 $1.58M - $1.75M
294K $50.3B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.9K
- 0.82%
$102.49 - $119.96 $194K - $227K
229K $23.9B
F
Ford Motor CO

Consumer Cyclical
-95.5K
- 39.43%
$9.12 - $10.43 $871K - $996K
147K $1.47B
VEA
Vanguard Ftse Developed Market

ETFs
-18.9K
- 27.16%
$47.4 - $52.99 $894K - $1M
50.6K $2.57B
MSFT
Microsoft Corp

Technology
-108
- 1.23%
$375.39 - $447.2 $40.5K - $48.3K
8.71K $3.27B
GLOB
Globant S.A.

Technology
-146
- 4.98%
$117.72 - $228.73 $17.2K - $33.4K
2.79K $328M
IVW
Ishares S&P 500 Growth ETF

ETFs
-174
- 0.6%
$92.45 - $106.69 $16.1K - $18.6K
28.8K $2.67B
WST
West Pharmaceutical Services Inc

Healthcare
-69
- 3.58%
$199.11 - $347.87 $13.7K - $24K
1.86K $416M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-200
- 7.31%
$468.34 - $539.52 $93.7K - $108K
2.54K $1.19B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.85K
- 35.61%
$100.32 - $100.76 $186K - $186K
3.35K $337M
ON
On Semiconductor Corp

Technology
-88
- 1.15%
$40.69 - $64.51 $3.58K - $5.68K
7.59K $309M
UNH
Unitedhealth Group Inc

Healthcare
-359
- 19.46%
$461.52 - $548.18 $166K - $197K
1.49K $778M
DIS
Walt Disney CO

Communication Services
-951
- 21.04%
$96.87 - $114.0 $92.1K - $108K
3.57K $352M
FIS
Fidelity National Information Services, Inc.

Technology
-1.47K
- 32.88%
$68.12 - $83.42 $99.8K - $122K
2.99K $223M
HLN
Haleon PLC

Healthcare
-12.6K
- 37.35%
$9.02 - $10.67 $113K - $134K
21.1K $217M
DHR
Danaher Corp

Healthcare
-137
- 4.63%
$201.62 - $250.59 $27.6K - $34.3K
2.82K $579M
USB
Us Bancorp \De\

Financial Services
-1.3K
- 16.34%
$40.92 - $50.9 $53.4K - $66.4K
6.67K $282M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-54
- 1.88%
$165.25 - $224.62 $8.92K - $12.1K
2.81K $467M
ADI
Analog Devices Inc

Technology
-200
- 3.82%
$201.56 - $243.82 $40.3K - $48.8K
5.04K $1.02B
MEDP
Medpace Holdings, Inc.

Healthcare
-189
- 16.92%
$304.69 - $360.97 $57.6K - $68.2K
928 $283M
RGA
Reinsurance Group Of America Inc

Financial Services
-286
- 20.0%
$186.01 - $231.1 $53.2K - $66.1K
1.14K $225M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-102
- 8.32%
$497.6 - $606.74 $50.8K - $61.9K
1.12K $559M
SHEL
Shell PLC

Energy
-2.06K
- 25.03%
$62.84 - $73.29 $129K - $151K
6.16K $451M
EOG
Eog Resources Inc

Energy
-595
- 24.22%
$120.54 - $138.05 $71.7K - $82.1K
1.86K $239M
BAC
Bank Of America Corp

Financial Services
-742
- 5.47%
$39.61 - $47.74 $29.4K - $35.4K
12.8K $535M
PAYC
Paycom Software, Inc.

Technology
-389
- 20.29%
$199.42 - $225.82 $77.6K - $87.8K
1.53K $334M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-183
- 12.41%
$168.84 - $202.89 $30.9K - $37.1K
1.29K $227M
APD
Air Products & Chemicals, Inc.

Basic Materials
-195
- 15.37%
$283.24 - $338.07 $55.2K - $65.9K
1.07K $317M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-129
- 23.45%
$416.48 - $494.72 $53.7K - $63.8K
421 $205M
SBUX
Starbucks Corp

Consumer Cyclical
-801
- 19.07%
$91.75 - $115.81 $73.5K - $92.8K
3.4K $334M
IWR
Ishares Russell Mid Cap ETF

ETFs
-221
- 2.42%
$82.81 - $92.93 $18.3K - $20.5K
8.91K $758M
GS
Goldman Sachs Group Inc

Financial Services
-59
- 10.67%
$524.81 - $672.19 $31K - $39.7K
494 $270M
TFC
Truist Financial Corp

Financial Services
-786
- 13.72%
$39.48 - $48.15 $31K - $37.8K
4.94K $203M
IDXX
Idexx Laboratories Inc

Healthcare
-114
- 11.83%
$406.29 - $469.04 $46.3K - $53.5K
850 $357M
DOV
Dover Corp

Industrials
-149
- 11.56%
$174.65 - $206.43 $26K - $30.8K
1.14K $200M
ANSS
Ansys Inc

Technology
-43
- 3.55%
$316.56 - $360.36 $13.6K - $15.5K
1.17K $370M
ERIC
Ericsson Lm Telephone CO

Technology
-4.2K
- 27.72%
$7.47 - $8.9 $31.4K - $37.4K
11K $85M
JPM
Jpmorgan Chase & CO

Financial Services
-271
- 5.13%
$225.19 - $279.95 $61K - $75.9K
5.02K $1.23B
CLX
Clorox CO

Consumer Defensive
-84
- 5.34%
$141.76 - $162.89 $11.9K - $13.7K
1.49K $219M
WMT
Walmart Inc.

Consumer Defensive
-146
- 1.74%
$84.5 - $105.05 $12.3K - $15.3K
8.25K $724M
TJX
Tjx Companies Inc

Consumer Cyclical
-262
- 10.97%
$112.81 - $126.16 $29.6K - $33.1K
2.13K $259M
FICO
Fair Isaac Corp

Technology
-3
- 1.99%
$1695.35 - $2030.47 $5.09K - $6.09K
148 $273M
MSI
Motorola Solutions, Inc.

Technology
-15
- 2.14%
$411.73 - $482.1 $6.18K - $7.23K
685 $300M
FDS
Factset Research Systems Inc

Financial Services
-16
- 2.99%
$427.5 - $476.51 $6.84K - $7.62K
520 $236M
ISRG
Intuitive Surgical Inc

Healthcare
-3
- 0.44%
$476.63 - $610.45 $1.43K - $1.83K
686 $340M
NEE
Nextera Energy Inc

Utilities
-184
- 3.19%
$66.96 - $76.16 $12.3K - $14K
5.59K $396M
PG
Procter & Gamble CO

Consumer Defensive
-195
- 3.1%
$158.56 - $176.26 $30.9K - $34.4K
6.1K $1.04B
SIGI
Selective Insurance Group Inc

Financial Services
-101
- 3.14%
$78.49 - $95.48 $7.93K - $9.64K
3.12K $286M
Te Connectivity PLC
-88
- 5.74%
N/A
1.45K $204M
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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