Baron Wealth Management
Latest statistics and disclosures from Baron Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QUAL, IJR, AAPL, SNA, RIVN, and represent 48.60% of Baron Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IJR, NVDA, TSLA, SNA, CTAS, NKE, AVGO, STRL, PHM, FICO.
- Started 41 new stock positions in IDA, COST, LHX, HOFT, HSY, WAB, NWG, SAVE, ADBE, VOD.
- Reduced shares in these 10 stocks: MINT, GM, CRWD, VOO, CVS, , VTEB, CMA, DG, DLTR.
- Sold out of its positions in BIRD, BL, CVS, CMA, CRWD, DVN, DG, DLTR, FI, GM. HAL, KVUE, PRVA, QCOM, ULTA, VTEB, VZ, TEL.
- Baron Wealth Management was a net buyer of stock by $9.7M.
- Baron Wealth Management has $208M in assets under management (AUM), dropping by 10.32%.
- Central Index Key (CIK): 0001968507
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Portfolio Holdings for Baron Wealth Management
Baron Wealth Management holds 204 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 26.2 | $55M | 304k | 179.30 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 12.6 | $26M | +11% | 225k | 116.96 |
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| Apple (AAPL) | 3.4 | $7.1M | -2% | 31k | 233.00 |
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| Snap-on Incorporated (SNA) | 3.3 | $6.8M | +12% | 23k | 289.70 |
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| Rivian Automotive Com Cl A (RIVN) | 3.0 | $6.3M | 564k | 11.22 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.4 | $5.0M | 8.7k | 573.75 |
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| Microsoft Corporation (MSFT) | 1.8 | $3.7M | +2% | 8.6k | 430.29 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.8 | $3.6M | 69k | 52.81 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.8 | $3.6M | -2% | 18k | 198.05 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.3 | $2.8M | 29k | 95.75 |
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| NVIDIA Corporation (NVDA) | 1.0 | $2.1M | +748% | 17k | 121.44 |
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| Johnson & Johnson (JNJ) | 1.0 | $2.0M | +14% | 12k | 162.05 |
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| Ford Motor Company (F) | 0.9 | $1.9M | -7% | 182k | 10.56 |
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| Amazon (AMZN) | 0.9 | $1.9M | +5% | 10k | 186.32 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.3M | 2.7k | 488.13 |
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| Chevron Corporation (CVX) | 0.6 | $1.1M | +3% | 7.8k | 147.26 |
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| UnitedHealth (UNH) | 0.5 | $1.1M | +29% | 1.9k | 584.70 |
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| Baxter International (BAX) | 0.5 | $1.1M | +3% | 30k | 37.97 |
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| Analog Devices (ADI) | 0.5 | $1.1M | -3% | 4.8k | 230.17 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.1M | +2% | 5.1k | 210.84 |
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| Procter & Gamble Company (PG) | 0.5 | $1.0M | 6.0k | 173.19 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $1.0M | 13k | 83.63 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.5 | $1.0M | -56% | 10k | 100.69 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $1.0M | -28% | 1.9k | 527.74 |
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| S&p Global (SPGI) | 0.5 | $1.0M | +22% | 2.0k | 516.64 |
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| salesforce (CRM) | 0.5 | $1.0M | +11% | 3.7k | 273.71 |
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| Visa Com Cl A (V) | 0.5 | $994k | +7% | 3.6k | 274.97 |
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| HEICO Corporation (HEI) | 0.5 | $988k | 3.8k | 261.48 |
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| Lowe's Companies (LOW) | 0.4 | $922k | 3.4k | 270.87 |
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| Five Below (FIVE) | 0.4 | $882k | +6% | 10k | 88.35 |
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| Servicenow (NOW) | 0.4 | $858k | +7% | 959.00 | 894.39 |
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| Tyler Technologies (TYL) | 0.4 | $855k | 1.5k | 583.72 |
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| Tesla Motors (TSLA) | 0.4 | $834k | NEW | 3.2k | 261.63 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $832k | +7% | 1.3k | 618.57 |
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| Danaher Corporation (DHR) | 0.4 | $829k | 3.0k | 278.02 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $803k | 9.1k | 88.14 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $796k | +41% | 1.7k | 460.26 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $779k | -6% | 4.7k | 165.83 |
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| Linde SHS (LIN) | 0.4 | $764k | 1.6k | 476.87 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $731k | -2% | 4.4k | 167.19 |
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| Fastenal Company (FAST) | 0.3 | $724k | +10% | 10k | 71.42 |
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| BorgWarner (BWA) | 0.3 | $719k | 20k | 36.29 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $716k | 3.2k | 220.90 |
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| Parker-Hannifin Corporation (PH) | 0.3 | $671k | +43% | 1.1k | 632.02 |
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| Wal-Mart Stores (WMT) | 0.3 | $667k | +18% | 8.3k | 80.75 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $637k | 2.4k | 263.79 |
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| ON Semiconductor (ON) | 0.3 | $629k | +4% | 8.7k | 72.61 |
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| CoStar (CSGP) | 0.3 | $625k | 8.3k | 75.44 |
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| Verisk Analytics (VRSK) | 0.3 | $621k | 2.3k | 267.96 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $619k | 2.2k | 276.76 |
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| Netflix (NFLX) | 0.3 | $614k | +8% | 865.00 | 709.27 |
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| Globant S A (GLOB) | 0.3 | $581k | -2% | 2.9k | 198.14 |
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| Motorola Solutions Com New (MSI) | 0.3 | $578k | -13% | 1.3k | 449.63 |
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| Cisco Systems (CSCO) | 0.3 | $574k | +37% | 11k | 53.22 |
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| West Pharmaceutical Services (WST) | 0.3 | $568k | +6% | 1.9k | 300.16 |
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| Cintas Corporation (CTAS) | 0.3 | $563k | NEW | 2.7k | 205.91 |
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| Chubb (CB) | 0.3 | $560k | +12% | 1.9k | 288.41 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $549k | -13% | 3.2k | 173.67 |
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| Veeva Sys Cl A Com (VEEV) | 0.3 | $546k | -2% | 2.6k | 209.87 |
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| Shell Spon Ads (SHEL) | 0.3 | $542k | +25% | 8.2k | 65.95 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $531k | +2% | 3.0k | 174.59 |
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| Nextera Energy (NEE) | 0.3 | $521k | -2% | 6.2k | 84.54 |
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| Abbvie (ABBV) | 0.2 | $517k | 2.6k | 197.48 |
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| Rollins (ROL) | 0.2 | $499k | -16% | 9.9k | 50.58 |
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| Eli Lilly & Co. (LLY) | 0.2 | $487k | +23% | 550.00 | 885.24 |
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| Paychex (PAYX) | 0.2 | $487k | +13% | 3.6k | 134.18 |
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| AFLAC Incorporated (AFL) | 0.2 | $480k | +15% | 4.3k | 111.81 |
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| McDonald's Corporation (MCD) | 0.2 | $477k | +115% | 1.6k | 304.56 |
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| Morgan Stanley Com New (MS) | 0.2 | $474k | 4.5k | 104.23 |
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| IDEXX Laboratories (IDXX) | 0.2 | $466k | 923.00 | 505.22 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $463k | +32% | 938.00 | 493.84 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.2 | $444k | +68% | 7.1k | 62.56 |
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| Caterpillar (CAT) | 0.2 | $439k | +2% | 1.1k | 391.14 |
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| Ishares Tr Short Treas Bd (SHV) | 0.2 | $437k | +21% | 4.0k | 110.63 |
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| Rb Global (RBA) | 0.2 | $431k | 5.4k | 80.49 |
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| Manulife Finl Corp (MFC) | 0.2 | $426k | +16% | 14k | 29.55 |
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| Astrazeneca Sponsored Adr (AZN) | 0.2 | $422k | -7% | 5.4k | 77.91 |
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| W.R. Berkley Corporation (WRB) | 0.2 | $419k | +55% | 7.4k | 56.73 |
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| Alcon Ord Shs (ALC) | 0.2 | $415k | 4.1k | 100.07 |
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| Starbucks Corporation (SBUX) | 0.2 | $408k | 4.2k | 97.50 |
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| Makemytrip Limited Mauritius SHS (MMYT) | 0.2 | $408k | -5% | 4.4k | 92.94 |
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| Nike CL B (NKE) | 0.2 | $403k | NEW | 4.6k | 88.40 |
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| Stryker Corporation (SYK) | 0.2 | $399k | 1.1k | 361.16 |
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| Walt Disney Company (DIS) | 0.2 | $399k | +2% | 4.1k | 96.18 |
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| 3M Company (MMM) | 0.2 | $398k | +53% | 2.9k | 136.69 |
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| Medpace Hldgs (MEDP) | 0.2 | $396k | 1.2k | 333.80 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $391k | 7.2k | 54.43 |
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| Lennox International (LII) | 0.2 | $389k | +2% | 644.00 | 604.29 |
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| Ansys (ANSS) | 0.2 | $385k | 1.2k | 318.63 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $384k | +15% | 3.2k | 119.06 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $384k | -5% | 3.2k | 121.14 |
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| Saia (SAIA) | 0.2 | $381k | 872.00 | 437.26 |
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| Fidelity National Information Services (FIS) | 0.2 | $376k | -14% | 4.5k | 83.75 |
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| Us Bancorp Del Com New (USB) | 0.2 | $373k | +35% | 8.1k | 45.73 |
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| Air Products & Chemicals (APD) | 0.2 | $370k | +32% | 1.2k | 297.74 |
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| Sanofi Sponsored Adr (SNY) | 0.2 | $370k | -4% | 6.4k | 57.63 |
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| Sap Se Spon Adr (SAP) | 0.2 | $369k | -19% | 1.6k | 229.11 |
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| American Tower Reit (AMT) | 0.2 | $363k | +28% | 1.6k | 232.60 |
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| Grand Canyon Education (LOPE) | 0.2 | $359k | 2.5k | 141.85 |
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| Meta Platforms Cl A (META) | 0.2 | $352k | +13% | 615.00 | 571.98 |
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| Zoetis Cl A (ZTS) | 0.2 | $351k | -4% | 1.8k | 195.38 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $349k | +16% | 3.0k | 117.24 |
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| Mid-America Apartment (MAA) | 0.2 | $348k | +4% | 2.2k | 158.92 |
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| Haleon Spon Ads (HLN) | 0.2 | $341k | +20% | 32k | 10.58 |
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| The Trade Desk Com Cl A (TTD) | 0.2 | $337k | -10% | 3.1k | 109.65 |
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| Union Pacific Corporation (UNP) | 0.2 | $336k | -4% | 1.4k | 246.41 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $336k | +2% | 683.00 | 491.27 |
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| Ensign (ENSG) | 0.2 | $333k | 2.3k | 143.82 |
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| Guidewire Software (GWRE) | 0.2 | $326k | 1.8k | 182.94 |
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| Insight Enterprises (NSIT) | 0.2 | $326k | 1.5k | 215.39 |
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| EOG Resources (EOG) | 0.2 | $325k | -13% | 2.6k | 122.93 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.2 | $324k | +21% | 1.5k | 217.87 |
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| Travelers Companies (TRV) | 0.2 | $323k | +37% | 1.4k | 234.19 |
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| Paycom Software (PAYC) | 0.2 | $319k | -4% | 1.9k | 166.57 |
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| Home Depot (HD) | 0.2 | $316k | +38% | 780.00 | 404.97 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $315k | +3% | 2.7k | 115.31 |
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| Boston Scientific Corporation (BSX) | 0.2 | $313k | -34% | 3.7k | 83.80 |
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| Floor & Decor Hldgs Cl A (FND) | 0.1 | $311k | -11% | 2.5k | 124.17 |
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| Broadcom (AVGO) | 0.1 | $306k | NEW | 1.8k | 172.53 |
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| Sterling Construction Company (STRL) | 0.1 | $305k | NEW | 2.1k | 145.02 |
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| Advanced Energy Industries (AEIS) | 0.1 | $303k | 2.9k | 105.24 |
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| Equity Residential Sh Ben Int (EQR) | 0.1 | $301k | +12% | 4.0k | 74.46 |
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| Selective Insurance (SIGI) | 0.1 | $301k | +3% | 3.2k | 93.30 |
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| M&T Bank Corporation (MTB) | 0.1 | $298k | -8% | 1.7k | 178.12 |
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| Pulte (PHM) | 0.1 | $297k | NEW | 2.1k | 143.55 |
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| Fair Isaac Corporation (FICO) | 0.1 | $294k | NEW | 151.00 | 1943.52 |
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| ConocoPhillips (COP) | 0.1 | $293k | +4% | 2.8k | 105.29 |
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| Ecolab (ECL) | 0.1 | $290k | NEW | 1.1k | 255.36 |
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| Oracle Corporation (ORCL) | 0.1 | $288k | -9% | 1.7k | 170.41 |
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| Honeywell International (HON) | 0.1 | $286k | -7% | 1.4k | 206.76 |
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| TJX Companies (TJX) | 0.1 | $280k | -46% | 2.4k | 117.55 |
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| Kinsale Cap Group (KNSL) | 0.1 | $276k | 592.00 | 465.57 |
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| Fomento Economico Mexicano S Spon Adr Units (FMX) | 0.1 | $274k | 2.8k | 98.71 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $274k | -2% | 25k | 10.84 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $273k | +19% | 6.5k | 41.77 |
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| Jabil Circuit (JBL) | 0.1 | $270k | 2.3k | 119.83 |
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| CBOE Holdings (CBOE) | 0.1 | $270k | NEW | 1.3k | 204.88 |
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| Pepsi (PEP) | 0.1 | $268k | -2% | 1.6k | 170.00 |
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| Intercontinental Exchange (ICE) | 0.1 | $268k | -12% | 1.7k | 160.67 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $267k | +6% | 506.00 | 528.10 |
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| PNC Financial Services (PNC) | 0.1 | $266k | +6% | 1.4k | 184.90 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $264k | -38% | 4.1k | 64.81 |
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| Costco Wholesale Corporation (COST) | 0.1 | $263k | NEW | 297.00 | 886.84 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $260k | 2.7k | 96.57 |
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| Dupont De Nemours (DD) | 0.1 | $259k | -21% | 2.9k | 89.11 |
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| Electronic Arts (EA) | 0.1 | $258k | NEW | 1.8k | 143.44 |
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| McKesson Corporation (MCK) | 0.1 | $257k | -13% | 519.00 | 494.42 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $256k | 1.6k | 162.76 |
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| Emerson Electric (EMR) | 0.1 | $254k | NEW | 2.3k | 109.35 |
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| Carlisle Companies (CSL) | 0.1 | $251k | -4% | 559.00 | 449.75 |
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| Allstate Corporation (ALL) | 0.1 | $251k | 1.3k | 189.67 |
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| Clorox Company (CLX) | 0.1 | $250k | +8% | 1.5k | 162.94 |
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| Dover Corporation (DOV) | 0.1 | $247k | 1.3k | 191.74 |
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| Colgate-Palmolive Company (CL) | 0.1 | $245k | NEW | 2.4k | 103.82 |
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| Truist Financial Corp equities (TFC) | 0.1 | $245k | 5.7k | 42.77 |
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| Hershey Company (HSY) | 0.1 | $245k | NEW | 1.3k | 191.78 |
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| Gartner (IT) | 0.1 | $244k | +4% | 481.00 | 506.76 |
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| Wells Fargo & Company (WFC) | 0.1 | $242k | -22% | 4.3k | 56.49 |
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| Automatic Data Processing (ADP) | 0.1 | $242k | 874.00 | 276.58 |
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| FactSet Research Systems (FDS) | 0.1 | $240k | 521.00 | 459.87 |
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| Goldman Sachs (GS) | 0.1 | $239k | -15% | 482.00 | 495.23 |
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| Abbott Laboratories (ABT) | 0.1 | $234k | NEW | 2.1k | 113.99 |
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| Micron Technology (MU) | 0.1 | $230k | -11% | 2.2k | 103.71 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $229k | +5% | 275.00 | 833.25 |
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| Illinois Tool Works (ITW) | 0.1 | $228k | NEW | 871.00 | 262.08 |
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| Merck & Co (MRK) | 0.1 | $228k | -16% | 2.0k | 113.57 |
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| Te Connectivity Ord Shs | 0.1 | $227k | NEW | 1.5k | 151.02 |
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| American Intl Group Com New (AIG) | 0.1 | $227k | -46% | 3.1k | 73.24 |
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| Popular Com New (BPOP) | 0.1 | $227k | NEW | 2.3k | 100.27 |
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| Ball Corporation (BALL) | 0.1 | $221k | -8% | 3.3k | 67.91 |
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| Deutsche Bank A G Namen Akt (DB) | 0.1 | $221k | NEW | 13k | 17.31 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $219k | NEW | 2.8k | 77.62 |
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| Hasbro (HAS) | 0.1 | $218k | NEW | 3.0k | 72.32 |
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| ConAgra Foods (CAG) | 0.1 | $217k | 6.7k | 32.52 |
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| Workiva Com Cl A (WK) | 0.1 | $217k | -12% | 2.7k | 79.12 |
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| Hooker Furniture Corporation (HOFT) | 0.1 | $215k | NEW | 12k | 18.08 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $215k | NEW | 415.00 | 517.78 |
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| L3harris Technologies (LHX) | 0.1 | $213k | NEW | 897.00 | 237.87 |
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| W.W. Grainger (GWW) | 0.1 | $213k | NEW | 205.00 | 1038.81 |
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| Cigna Corp (CI) | 0.1 | $213k | -15% | 614.00 | 346.47 |
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| Wabtec Corporation (WAB) | 0.1 | $213k | NEW | 1.2k | 181.77 |
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| American Express Company (AXP) | 0.1 | $212k | NEW | 783.00 | 271.22 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $212k | -4% | 2.7k | 77.18 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $212k | NEW | 2.9k | 73.68 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $211k | +2% | 483.00 | 437.66 |
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| Vodafone Group Sponsored Adr (VOD) | 0.1 | $211k | NEW | 21k | 10.02 |
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| Bristol Myers Squibb (BMY) | 0.1 | $210k | NEW | 4.1k | 51.74 |
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| Constellation Brands Cl A (STZ) | 0.1 | $210k | -27% | 815.00 | 257.75 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $208k | NEW | 2.3k | 89.36 |
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| Bhp Group Sponsored Ads (BHP) | 0.1 | $206k | NEW | 3.3k | 62.11 |
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| Altria (MO) | 0.1 | $204k | NEW | 4.0k | 51.04 |
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| Barclays Adr (BCS) | 0.1 | $203k | NEW | 17k | 12.15 |
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| Pinnacle Financial Partners (PNFP) | 0.1 | $203k | NEW | 2.1k | 97.97 |
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| Ida (IDA) | 0.1 | $203k | NEW | 2.0k | 103.09 |
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| Hologic (HOLX) | 0.1 | $203k | NEW | 2.5k | 81.46 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $202k | NEW | 2.8k | 71.17 |
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| Genuine Parts Company (GPC) | 0.1 | $202k | +5% | 1.4k | 139.68 |
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| Align Technology (ALGN) | 0.1 | $200k | -13% | 787.00 | 254.32 |
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| Natwest Group Spons Adr (NWG) | 0.1 | $181k | NEW | 19k | 9.36 |
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| Banco Santander Adr (SAN) | 0.1 | $181k | +11% | 36k | 5.10 |
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| Ambev Sa Sponsored Adr (ABEV) | 0.1 | $131k | +40% | 54k | 2.44 |
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| Quantumscape Corp Com Cl A (QS) | 0.0 | $72k | 12k | 5.75 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $53k | NEW | 17k | 3.12 |
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| Spirit Airlines (SAVE) | 0.0 | $50k | NEW | 21k | 2.40 |
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Past Filings by Baron Wealth Management
SEC 13F filings are viewable for Baron Wealth Management going back to 2022
- Baron Wealth Management 2024 Q3 filed Nov. 7, 2024
- Baron Wealth Management 2024 Q1 filed May 8, 2024
- Baron Wealth Management 2023 Q4 filed Jan. 4, 2024
- Baron Wealth Management 2023 Q3 filed Nov. 1, 2023
- Baron Wealth Management 2023 Q2 filed Aug. 8, 2023
- Baron Wealth Management 2022 Q4 restated filed June 6, 2023
- Baron Wealth Management 2023 Q1 restated filed June 6, 2023
- Baron Wealth Management 2023 Q1 filed May 10, 2023
- Baron Wealth Management 2022 Q4 filed April 4, 2023