Baron Wealth Management LLC Portfolio Holdings

Baron Wealth Management LLC

  • $212 Billion
  • Q4 2024

Baron Wealth Management LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $212 Billion distributed in 193 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 $54.1B, Ishares Core S&P Sm Cap ETF with a value of $26.6B, Snap On Inc with a value of $7.93B, Apple Inc. with a value of $7.74B, and Rivian Automotive, Inc. with a value of $7.5B.

Examining the 13F form we can see an increase of $4.7B in the current position value, from $208B to 212B.

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 $212 Billion
ETFs: $109 Billion
Technology: $27.1 Billion
Consumer Cyclical: $19.2 Billion
Industrials: $17.2 Billion
Financial Services: $14 Billion
Healthcare: $11.8 Billion
Communication Services: $4.12 Billion
Consumer Defensive: $2.97 Billion
Other: $5.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.7B
$631 Million 0.3% of portfolio
1,926
Q4 2024 Added 1.85%
$202B
$638 Million 0.3% of portfolio
1,226
Q4 2024 Reduced 8.85%
$0
$638 Million 0.3% of portfolio
2,416
Q4 2024 Added 0.12%
$32.6B
$594 Million 0.28% of portfolio
8,291
Q4 2024 Added 0.07%
$347B
$596 Million 0.28% of portfolio
13,558
Q4 2024 New
$938B
$566 Million 0.27% of portfolio
2,868
Q4 2024 Reduced 9.27%
$212B
$572 Million 0.27% of portfolio
4,549
Q4 2024 Added 0.02%
$33.8B
$554 Million 0.26% of portfolio
2,637
Q4 2024 Added 1.46%
$0
$521 Million 0.25% of portfolio
5,195
Q4 2024 Reduced 49.77%
$256B
$514 Million 0.24% of portfolio
8,210
Q3 2024 Added 0.79%
$121B
$520 Million 0.24% of portfolio
1,883
Q4 2024 Reduced 2.99%
$19.6B
$500 Million 0.24% of portfolio
2,739
Q4 2024 Added 0.11%
$520B
$518 Million 0.24% of portfolio
983
Q4 2024 Added 4.8%
$51.9B
$510 Million 0.24% of portfolio
3,638
Q4 2024 Added 0.28%
$0
$518 Million 0.24% of portfolio
3,057
Q4 2024 Added 0.59%
$185B
$503 Million 0.24% of portfolio
4,519
Q4 2024 Added 8.92%
$226B
$490 Million 0.23% of portfolio
1,690
Q4 2024 Added 7.85%
$5.65B
$493 Million 0.23% of portfolio
4,389
Q3 2024 Reduced 17.48%
Rb Global Inc
-
$483 Million 0.23% of portfolio
-
Q3 2024 Reduced 0.09%
$25.8B
$458 Million 0.22% of portfolio
9,873
Q3 2024 Reduced 16.42%
$356B
$471 Million 0.22% of portfolio
2,648
Q4 2024 Added 1.11%
$122B
$470 Million 0.22% of portfolio
7,360
Q4 2024 Added 3.71%
$76.2B
$436 Million 0.21% of portfolio
1,882
Q4 2024 Added 6.15%
$101B
$448 Million 0.21% of portfolio
1,382
Q4 2024 New
$181B
$433 Million 0.2% of portfolio
1,193
Q4 2024 Added 6.42%
$69.3B
$429 Million 0.2% of portfolio
4,143
Q4 2024 Reduced 3.4%
$17.1B
$432 Million 0.2% of portfolio
7,379
Q3 2024 Added 48.02%
$810B
$417 Million 0.2% of portfolio
540
Q4 2024 Reduced 1.82%
$28.4B
$409 Million 0.19% of portfolio
1,211
Q4 2024 Added 0.17%
$141B
$399 Million 0.19% of portfolio
1,109
Q4 2024 Added 0.27%
$328B
$395 Million 0.19% of portfolio
1,603
Q4 2024 Reduced 0.56%
$135B
$414 Million 0.19% of portfolio
5,773
Q4 2024 Reduced 6.39%
$20.8B
$394 Million 0.19% of portfolio
647
Q4 2024 Added 0.47%
$34.8B
$399 Million 0.19% of portfolio
964
Q4 2024 Added 4.44%
$220B
$401 Million 0.19% of portfolio
3,544
Q4 2024 Added 72.37%
$10B
$397 Million 0.19% of portfolio
872
Q2 2024 Added 0.23%
$5.36B
$414 Million 0.19% of portfolio
2,527
Q3 2024 Reduced 0.08%
$60.8B
$408 Million 0.19% of portfolio
1,692
Q4 2024 Added 22.7%
$110B
$383 Million 0.18% of portfolio
4,201
Q4 2024 Added 0.31%
$59.3B
$390 Million 0.18% of portfolio
12,709
Q4 2024 Reduced 11.74%
$0
$380 Million 0.18% of portfolio
7,277
Q4 2024 Added 1.28%
$13.4B
$393 Million 0.18% of portfolio
1,917
Q3 2024 Reduced 3.77%
$84.8B
$375 Million 0.18% of portfolio
2,903
Q4 2024 Reduced 0.21%
$486B
$378 Million 0.18% of portfolio
3,517
Q4 2024 Added 18.02%
$1.41T
$381 Million 0.18% of portfolio
652
Q4 2024 Added 6.02%
$64.9B
$382 Million 0.18% of portfolio
7,978
Q4 2024 Reduced 2.05%
$10.1B
$371 Million 0.17% of portfolio
1,117
Q4 2024 Reduced 5.9%
$143B
$364 Million 0.17% of portfolio
1,609
Q4 2024 Added 16.51%
$65B
$368 Million 0.17% of portfolio
1,269
Q4 2024 Added 2.01%

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $212 Billion
  • Prior Value $208 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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