Baron Wealth Management LLC Portfolio Holdings

Baron Wealth Management LLC

  • $193 Billion
  • Q2 2024

Baron Wealth Management LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $193 Billion distributed in 183 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $52.7B, Ishares Core S&P Sm Cap ETF with a value of $22.9B, Rivian Automotive, Inc. with a value of $7.57B, Apple Inc. with a value of $6.76B, and Snap On Inc with a value of $6.1B.

Examining the 13F form we can see an increase of $4.61B in the current position value, from $188B to 193B.

Baron Wealth Management LLC is based out at Troy, MI

Below you can find more details about Baron Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $193 Billion
ETFs: $99.2 Billion
Technology: $24.7 Billion
Consumer Cyclical: $18.8 Billion
Industrials: $13.3 Billion
Healthcare: $12.3 Billion
Financial Services: $10.4 Billion
Consumer Defensive: $3.43 Billion
Energy: $3.19 Billion
Other: $6.34 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$52.7 Billion 27.33% of portfolio
308,831
Q2 2024 Added 1.54%
$0
$22.9 Billion 11.88% of portfolio
214,946
Q2 2024 Added 6.34%
$0
$4.71 Billion 2.44% of portfolio
8,649
Q2 2024 Added 0.09%
$0
$3.39 Billion 1.76% of portfolio
68,660
Q2 2024 Added 0.83%
$0
$3.34 Billion 1.73% of portfolio
18,316
Q2 2024 Reduced 2.68%
$0
$2.7 Billion 1.4% of portfolio
29,137
Q2 2024 Reduced 0.42%
$0
$2.06 Billion 1.07% of portfolio
20,476
Q2 2024 Reduced 14.83%
$0
$1.3 Billion 0.68% of portfolio
2,723
Q2 2024 Added 0.11%
$0
$976 Million 0.51% of portfolio
12,455
Q2 2024 Added 1.3%
$0
$971 Million 0.5% of portfolio
1,941
Q2 2024 Reduced 28.59%
$0
$738 Million 0.38% of portfolio
9,101
Q2 2024 Added 0.2%
$0
$655 Million 0.34% of portfolio
3,229
Q2 2024 Added 0.25%
$0
$591 Million 0.31% of portfolio
2,236
Q4 2022 Added 0.04%
$0
$583 Million 0.3% of portfolio
2,407
Q1 2024 Added 15.17%
$0
$482 Million 0.25% of portfolio
3,005
Q2 2024 Added 1.31%
$0
$359 Million 0.19% of portfolio
3,246
Q1 2024 Reduced 16.06%
$0
$352 Million 0.18% of portfolio
7,022
Q4 2023 Added 0.76%

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $193 Billion
  • Prior Value $188 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 19 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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