Baron Wealth Management LLC Portfolio Holdings

Baron Wealth Management LLC

  • $228 Billion
  • Q1 2025

Baron Wealth Management LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $228 Billion distributed in 210 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 $50.3B, Ishares Core S&P Sm Cap ETF with a value of $23.9B, Mfs Active Exchange Traded F with a value of $12B, Franklin Templeton Libertyq In with a value of $11.4B, and Snap On Inc with a value of $8.07B.

Examining the 13F form we can see an increase of $15.1B in the current position value, from $212B to 228B.

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 $228 Billion
ETFs: $107 Billion
Technology: $23.2 Billion
Industrials: $18 Billion
Financial Services: $17.8 Billion
Consumer Cyclical: $16.8 Billion
Healthcare: $12.4 Billion
Communication Services: $4.56 Billion
Consumer Defensive: $4.3 Billion
Other: $7.99 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29.9B
$370 Million 0.16% of portfolio
1,168
Q1 2025 Reduced 3.55%
$43.4B
$357 Million 0.16% of portfolio
850
Q1 2025 Reduced 11.83%
$134B
$346 Million 0.15% of portfolio
1,134
Q1 2025 Added 17.39%
$205B
$352 Million 0.15% of portfolio
3,568
Q1 2025 Reduced 21.04%
$18.1B
$334 Million 0.15% of portfolio
1,784
Q3 2024 Reduced 0.11%
$104B
$347 Million 0.15% of portfolio
516
Q1 2025 Added 3.41%
$153B
$352 Million 0.15% of portfolio
3,493
Q1 2025 Reduced 1.33%
$98.2B
$334 Million 0.15% of portfolio
3,400
Q1 2025 Reduced 19.07%
$55.6B
$338 Million 0.15% of portfolio
342
Q1 2025 Added 62.86%
$198B
$340 Million 0.15% of portfolio
686
Q1 2025 Reduced 0.44%
$15.6B
$334 Million 0.15% of portfolio
1,528
Q1 2025 Reduced 20.29%
$0
$337 Million 0.15% of portfolio
3,345
Q1 2025 Reduced 35.61%
$16.4B
$333 Million 0.15% of portfolio
4,092
Q1 2025 New
$18.6B
$338 Million 0.15% of portfolio
2,014
Q1 2025 Reduced 1.8%
$23.8B
$338 Million 0.15% of portfolio
1,492
Q1 2025 Added 18.32%
$4.41B
$328 Million 0.14% of portfolio
2,786
Q1 2025 Reduced 4.98%
$58.1B
$323 Million 0.14% of portfolio
1,890
Q1 2025 Added 51.93%
$100B
$319 Million 0.14% of portfolio
1,466
Q1 2025 New
$70.7B
$324 Million 0.14% of portfolio
2,951
Q1 2025 Added 21.39%
$98.7B
$327 Million 0.14% of portfolio
1,896
Q1 2025 Added 12.86%
$22.5B
$312 Million 0.14% of portfolio
2,296
Q1 2025 Added 0.48%
$19B
$309 Million 0.14% of portfolio
7,590
Q1 2025 Reduced 1.15%
$43.8B
$328 Million 0.14% of portfolio
3,450
Q1 2025 Reduced 14.18%
$61.5B
$317 Million 0.14% of portfolio
1,074
Q1 2025 Reduced 15.37%
$5.35B
$286 Million 0.13% of portfolio
3,120
Q1 2025 Reduced 3.14%
$162B
$285 Million 0.13% of portfolio
3,641
Q1 2025 New
$7.39B
$305 Million 0.13% of portfolio
872
Q2 2024 Added 0.23%
$26.6B
$290 Million 0.13% of portfolio
30,971
Q1 2025 Added 73.62%
$4.5B
$296 Million 0.13% of portfolio
3,889
Q1 2025 New
$36.9B
$288 Million 0.13% of portfolio
1,285
Q1 2025 New
$76.5B
$302 Million 0.13% of portfolio
3,220
Q1 2025 New
$49.4B
$285 Million 0.13% of portfolio
4,531
Q1 2025 New
$76.7B
$299 Million 0.13% of portfolio
1,813
Q1 2025 Added 0.78%
$8.16B
$299 Million 0.13% of portfolio
2,313
Q3 2024 Reduced 0.13%
$137B
$289 Million 0.13% of portfolio
4,353
Q1 2025 Reduced 40.86%
$71B
$300 Million 0.13% of portfolio
685
Q1 2025 Reduced 2.14%
$91.7B
$300 Million 0.13% of portfolio
22,048
Q1 2025 Reduced 12.39%
$64.1B
$288 Million 0.13% of portfolio
3,309
Q1 2025 Added 10.04%
$100B
$265 Million 0.12% of portfolio
4,347
Q1 2025 Added 0.42%
$4.07B
$281 Million 0.12% of portfolio
3,502
Q1 2025 New
$4.44B
$274 Million 0.12% of portfolio
2,877
Q3 2024 Reduced 0.1%
$67.4B
$272 Million 0.12% of portfolio
3,389
Q1 2025 Added 23.96%
$2.93B
$262 Million 0.12% of portfolio
6,235
Q1 2025 New
$66.5B
$282 Million 0.12% of portfolio
6,674
Q1 2025 Reduced 16.34%
$209B
$270 Million 0.12% of portfolio
494
Q1 2025 Reduced 10.67%
$9.52B
$283 Million 0.12% of portfolio
928
Q1 2025 Reduced 16.92%
$55.7B
$273 Million 0.12% of portfolio
148
Q1 2025 Reduced 1.99%
$77.3B
$252 Million 0.11% of portfolio
1,014
Q1 2025 Added 11.43%
$458B
$240 Million 0.11% of portfolio
254
Q1 2025 Reduced 1.55%

Summary

  • Portfolio
  • No. of Stocks 210
  • Current Value $228 Billion
  • Prior Value $212 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 45 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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