Baron Wealth Management
Latest statistics and disclosures from Baron Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QUAL, MFSI, DIVI, IJR, AAPL, and represent 47.73% of Baron Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AAPL, DIVI, MFSI, OVV, UNH, MDT, CBT, PSIX, BKTI, PHIN.
- Started 26 new stock positions in ADSK, AMGN, GD, SRAD, OVV, QQQM, IBEX, SCS, TDY, BKTI.
- Reduced shares in these 10 stocks: QUAL, RIVN, NVDA, TSLA, MSFT, F, , HEI, FDS, VIRT.
- Sold out of its positions in ADBE, ANSS, CSL, DOV, EOG, FDS, FICO, FIS, ULCC, IT. NSIT, MATX, MAA, ODFL, PNFP, RGA, SBAC, UNM, VIRT, Walgreen Boots Alliance, TK, ALC, GLOB, ZIM.
- Baron Wealth Management was a net seller of stock by $-107k.
- Baron Wealth Management has $302M in assets under management (AUM), dropping by 7.08%.
- Central Index Key (CIK): 0001968507
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Portfolio Holdings for Baron Wealth Management
Baron Wealth Management holds 248 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 18.3 | $55M | 284k | 194.50 |
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| Mfs Active Exchange Traded F Internatinl Etf (MFSI) | 9.4 | $28M | +3% | 957k | 29.54 |
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| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 8.7 | $26M | +4% | 707k | 37.31 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 8.4 | $25M | 213k | 118.83 |
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| Apple (AAPL) | 3.0 | $9.1M | +14% | 36k | 254.63 |
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| Snap-on Incorporated (SNA) | 2.7 | $8.3M | 24k | 346.52 |
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| Rivian Automotive Com Cl A (RIVN) | 2.5 | $7.5M | -8% | 514k | 14.68 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $5.7M | 8.5k | 666.17 |
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| Microsoft Corporation (MSFT) | 1.6 | $4.8M | -7% | 9.3k | 517.95 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $4.0M | 19k | 215.79 |
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| NVIDIA Corporation (NVDA) | 1.3 | $4.0M | -12% | 21k | 186.58 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 1.2 | $3.7M | +6% | 97k | 38.02 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.2 | $3.5M | 29k | 120.72 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.0 | $3.1M | 51k | 59.92 |
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| Amazon (AMZN) | 0.9 | $2.8M | -6% | 13k | 219.56 |
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| Johnson & Johnson (JNJ) | 0.7 | $2.1M | +4% | 11k | 185.42 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $2.0M | +2% | 6.3k | 315.45 |
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| Five Below (FIVE) | 0.6 | $1.9M | 12k | 154.70 |
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| Tesla Motors (TSLA) | 0.6 | $1.7M | -23% | 3.8k | 444.72 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.6M | -4% | 6.6k | 243.11 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.5M | 2.5k | 600.48 |
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| Netflix (NFLX) | 0.5 | $1.5M | -6% | 1.2k | 1198.92 |
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| Visa Com Cl A (V) | 0.5 | $1.4M | -7% | 4.1k | 341.35 |
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| Ford Motor Company (F) | 0.5 | $1.4M | -22% | 115k | 11.96 |
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| Lowe's Companies (LOW) | 0.4 | $1.3M | 5.2k | 251.31 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $1.3M | 2.0k | 612.51 |
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| Meta Platforms Cl A (META) | 0.4 | $1.2M | +5% | 1.7k | 734.18 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $1.2M | +4% | 1.6k | 757.96 |
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| Broadcom (AVGO) | 0.4 | $1.2M | +10% | 3.6k | 329.89 |
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| Analog Devices (ADI) | 0.4 | $1.1M | 4.7k | 245.70 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | -8% | 4.6k | 243.56 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $1.1M | 12k | 93.37 |
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| Banco Santander Adr (SAN) | 0.3 | $1.0M | +2% | 98k | 10.48 |
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| BorgWarner (BWA) | 0.3 | $1.0M | +6% | 23k | 43.96 |
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| Fastenal Company (FAST) | 0.3 | $994k | 20k | 49.04 |
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| Deutsche Bank A G Namen Akt (DB) | 0.3 | $970k | 27k | 35.41 |
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| Wal-Mart Stores (WMT) | 0.3 | $960k | +5% | 9.3k | 103.06 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $957k | -5% | 1.9k | 502.74 |
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| S&p Global (SPGI) | 0.3 | $929k | -12% | 1.9k | 486.77 |
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| Red Rock Resorts Cl A (RRR) | 0.3 | $923k | 15k | 61.06 |
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| Procter & Gamble Company (PG) | 0.3 | $909k | 5.9k | 153.66 |
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| Gilead Sciences (GILD) | 0.3 | $899k | +6% | 8.1k | 111.00 |
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| Chevron Corporation (CVX) | 0.3 | $885k | +3% | 5.7k | 155.28 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $858k | 8.9k | 96.55 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $847k | +2% | 1.5k | 568.89 |
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| Morgan Stanley Com New (MS) | 0.3 | $837k | 5.3k | 158.97 |
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| Tyler Technologies (TYL) | 0.3 | $827k | 1.6k | 523.16 |
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| HEICO Corporation (HEI) | 0.3 | $820k | -27% | 2.5k | 322.82 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $791k | 3.3k | 241.93 |
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| Jabil Circuit (JBL) | 0.3 | $780k | 3.6k | 217.17 |
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| Wells Fargo & Company (WFC) | 0.3 | $767k | +9% | 9.1k | 83.82 |
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| Linde SHS (LIN) | 0.3 | $763k | -2% | 1.6k | 475.02 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $748k | 2.7k | 279.29 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $744k | 2.2k | 332.84 |
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| Veeva Sys Cl A Com (VEEV) | 0.2 | $729k | 2.4k | 297.91 |
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| Barclays Adr (BCS) | 0.2 | $712k | +4% | 34k | 20.67 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $711k | 2.4k | 293.70 |
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| Cisco Systems (CSCO) | 0.2 | $708k | 10k | 68.42 |
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| Penn National Gaming (PENN) | 0.2 | $700k | 36k | 19.26 |
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| Servicenow (NOW) | 0.2 | $687k | -21% | 747.00 | 920.28 |
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| Abbott Laboratories (ABT) | 0.2 | $680k | -11% | 5.1k | 133.94 |
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| Altria (MO) | 0.2 | $678k | +6% | 10k | 66.06 |
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| salesforce (CRM) | 0.2 | $676k | -2% | 2.9k | 237.02 |
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| UnitedHealth (UNH) | 0.2 | $666k | +90% | 1.9k | 345.34 |
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| Travelers Companies (TRV) | 0.2 | $666k | 2.4k | 279.19 |
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| Caterpillar (CAT) | 0.2 | $642k | +3% | 1.3k | 477.20 |
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| Natwest Group Spons Adr (NWG) | 0.2 | $627k | +2% | 44k | 14.15 |
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| Ubiquiti (UI) | 0.2 | $626k | +2% | 947.00 | 660.66 |
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| Sterling Construction Company (STRL) | 0.2 | $612k | -14% | 1.8k | 339.68 |
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| CoStar (CSGP) | 0.2 | $604k | 7.2k | 84.37 |
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| Bank of America Corporation (BAC) | 0.2 | $597k | 12k | 51.59 |
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| Ecolab (ECL) | 0.2 | $593k | 2.2k | 273.91 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 0.2 | $578k | +23% | 14k | 41.12 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $577k | 3.1k | 186.51 |
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| Emerson Electric (EMR) | 0.2 | $564k | 4.3k | 131.19 |
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| Verisk Analytics (VRSK) | 0.2 | $551k | -2% | 2.2k | 251.52 |
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| Vodafone Group Sponsored Adr (VOD) | 0.2 | $550k | +2% | 47k | 11.60 |
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| Chubb (CB) | 0.2 | $548k | -8% | 1.9k | 282.29 |
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| Rollins (ROL) | 0.2 | $547k | 9.3k | 58.74 |
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| Grand Canyon Education (LOPE) | 0.2 | $539k | 2.5k | 219.52 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $534k | 3.2k | 167.34 |
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| Kinross Gold Corp (KGC) | 0.2 | $532k | 21k | 24.85 |
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| Cintas Corporation (CTAS) | 0.2 | $531k | -12% | 2.6k | 205.26 |
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| Goldman Sachs (GS) | 0.2 | $522k | +3% | 655.00 | 796.64 |
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| Danaher Corporation (DHR) | 0.2 | $518k | -3% | 2.6k | 198.26 |
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| Eli Lilly & Co. (LLY) | 0.2 | $510k | +4% | 668.00 | 763.27 |
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| W.R. Berkley Corporation (WRB) | 0.2 | $491k | -2% | 6.4k | 76.62 |
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| Advanced Energy Industries (AEIS) | 0.2 | $490k | 2.9k | 170.14 |
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| Joyy Ads Repstg Com A (JOYY) | 0.2 | $488k | +3% | 8.3k | 58.61 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $487k | -4% | 17k | 28.79 |
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| IDEXX Laboratories (IDXX) | 0.2 | $484k | 758.00 | 638.89 |
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| AFLAC Incorporated (AFL) | 0.2 | $483k | +3% | 4.3k | 111.70 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $476k | +35% | 4.2k | 112.76 |
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| McDonald's Corporation (MCD) | 0.2 | $466k | -4% | 1.5k | 303.80 |
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| Colgate-Palmolive Company (CL) | 0.2 | $462k | +7% | 5.8k | 79.93 |
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| Sap Se Spon Adr (SAP) | 0.2 | $460k | -3% | 1.7k | 267.23 |
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| Stryker Corporation (SYK) | 0.2 | $460k | 1.2k | 369.68 |
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| Paychex (PAYX) | 0.2 | $458k | -2% | 3.6k | 126.77 |
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| Popular Com New (BPOP) | 0.2 | $457k | +2% | 3.6k | 127.01 |
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| Suncor Energy (SU) | 0.2 | $455k | +9% | 11k | 41.81 |
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| McKesson Corporation (MCK) | 0.2 | $454k | 587.00 | 772.54 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $448k | +13% | 3.6k | 123.74 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $444k | +2% | 23k | 19.25 |
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| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $441k | 7.2k | 61.12 |
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| Us Bancorp Del Com New (USB) | 0.1 | $435k | +12% | 9.0k | 48.33 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $433k | +2% | 3.9k | 109.94 |
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| Corteva (CTVA) | 0.1 | $427k | +20% | 6.3k | 67.63 |
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| Nextera Energy (NEE) | 0.1 | $426k | -2% | 5.6k | 75.49 |
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| ResMed (RMD) | 0.1 | $423k | +4% | 1.5k | 273.77 |
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| 3M Company (MMM) | 0.1 | $417k | -7% | 2.7k | 155.18 |
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| Abbvie (ABBV) | 0.1 | $412k | +8% | 1.8k | 231.52 |
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| Makemytrip Limited Mauritius SHS (MMYT) | 0.1 | $411k | 4.4k | 93.59 |
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| Dillards Cl A (DDS) | 0.1 | $406k | +5% | 660.00 | 614.92 |
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| Ensign (ENSG) | 0.1 | $399k | 2.3k | 172.77 |
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| Buckle (BKE) | 0.1 | $396k | +7% | 6.8k | 58.66 |
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| Medpace Hldgs (MEDP) | 0.1 | $392k | 762.00 | 514.16 |
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| Rb Global (RBA) | 0.1 | $386k | -27% | 3.6k | 108.36 |
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| Manulife Finl Corp (MFC) | 0.1 | $378k | -3% | 12k | 31.15 |
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| Southern Company (SO) | 0.1 | $378k | +25% | 4.0k | 94.77 |
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| Lennox International (LII) | 0.1 | $375k | 709.00 | 529.37 |
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| Automatic Data Processing (ADP) | 0.1 | $372k | -3% | 1.3k | 293.46 |
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| Encana Corporation (OVV) | 0.1 | $363k | NEW | 9.0k | 40.38 |
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| Guidewire Software (GWRE) | 0.1 | $363k | 1.6k | 229.86 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $361k | 737.00 | 490.38 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $360k | -4% | 3.8k | 95.47 |
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| CBOE Holdings (CBOE) | 0.1 | $358k | +4% | 1.5k | 245.28 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $355k | -4% | 367.00 | 968.09 |
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| Imperial Oil Com New (IMO) | 0.1 | $353k | +5% | 3.9k | 90.75 |
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| Celestica (CLS) | 0.1 | $352k | +7% | 1.4k | 246.38 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $348k | +12% | 718.00 | 485.03 |
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| Mueller Industries (MLI) | 0.1 | $348k | +15% | 3.4k | 101.12 |
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| L3harris Technologies (LHX) | 0.1 | $344k | +9% | 1.1k | 305.42 |
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| Citigroup Com New (C) | 0.1 | $342k | +2% | 3.4k | 101.49 |
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| First Bancorp P R Com New (FBP) | 0.1 | $341k | +26% | 15k | 22.05 |
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| Shell Spon Ads (SHEL) | 0.1 | $340k | 4.8k | 71.53 |
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| Philip Morris International (PM) | 0.1 | $340k | +18% | 2.1k | 162.18 |
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| Amphenol Corp Cl A (APH) | 0.1 | $339k | -8% | 2.7k | 123.75 |
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| Garrett Motion (GTX) | 0.1 | $339k | +12% | 25k | 13.62 |
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| ON Semiconductor (ON) | 0.1 | $337k | -8% | 6.8k | 49.31 |
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| Palo Alto Networks (PANW) | 0.1 | $337k | -15% | 1.7k | 203.62 |
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| Allstate Corporation (ALL) | 0.1 | $332k | -30% | 1.5k | 214.69 |
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| Murphy Oil Corporation (MUR) | 0.1 | $330k | +17% | 12k | 28.41 |
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| Intercontinental Exchange (ICE) | 0.1 | $328k | 1.9k | 168.44 |
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| TJX Companies (TJX) | 0.1 | $326k | -6% | 2.3k | 144.56 |
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| W.W. Grainger (GWW) | 0.1 | $319k | -25% | 335.00 | 953.08 |
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| American Tower Reit (AMT) | 0.1 | $318k | +17% | 1.7k | 192.31 |
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| Oracle Corporation (ORCL) | 0.1 | $316k | +4% | 1.1k | 281.29 |
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| Boston Scientific Corporation (BSX) | 0.1 | $314k | -11% | 3.2k | 97.63 |
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| Nexstar Media Group Common Stock (NXST) | 0.1 | $312k | +10% | 1.6k | 197.73 |
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| Home Depot (HD) | 0.1 | $311k | +5% | 768.00 | 405.03 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $311k | +8% | 8.8k | 35.48 |
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| Motorola Solutions Com New (MSI) | 0.1 | $310k | 678.00 | 457.29 |
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| West Pharmaceutical Services (WST) | 0.1 | $309k | -26% | 1.2k | 262.33 |
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| Cal Maine Foods Com New (CALM) | 0.1 | $308k | +2% | 3.3k | 94.10 |
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| Union Pacific Corporation (UNP) | 0.1 | $307k | +9% | 1.3k | 236.31 |
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| Agnico (AEM) | 0.1 | $307k | +6% | 1.8k | 168.59 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $307k | +9% | 3.6k | 84.68 |
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| Comerica Incorporated (CMA) | 0.1 | $306k | +10% | 4.5k | 68.53 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.1 | $300k | +9% | 5.6k | 53.99 |
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| Medtronic SHS (MDT) | 0.1 | $293k | NEW | 3.1k | 95.24 |
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| PNC Financial Services (PNC) | 0.1 | $293k | +5% | 1.5k | 200.89 |
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| Ptc (PTC) | 0.1 | $289k | +14% | 1.4k | 203.02 |
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| Moody's Corporation (MCO) | 0.1 | $289k | 606.00 | 476.65 |
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| Cabot Corporation (CBT) | 0.1 | $289k | NEW | 3.8k | 76.05 |
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| Paycom Software (PAYC) | 0.1 | $288k | 1.4k | 208.14 |
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| Ge Aerospace Com New (GE) | 0.1 | $287k | +4% | 954.00 | 300.71 |
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| Power Solutions Intl Com New (PSIX) | 0.1 | $286k | NEW | 2.9k | 98.22 |
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| Costco Wholesale Corporation (COST) | 0.1 | $284k | -25% | 307.00 | 926.03 |
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| Starbucks Corporation (SBUX) | 0.1 | $282k | +10% | 3.3k | 84.59 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $281k | -13% | 2.8k | 100.69 |
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| Saia (SAIA) | 0.1 | $280k | +7% | 936.00 | 299.36 |
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| Bk Technologies Corporation Com New (BKTI) | 0.1 | $279k | NEW | 3.3k | 84.48 |
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| Micron Technology (MU) | 0.1 | $274k | -17% | 1.6k | 167.33 |
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| American Express Company (AXP) | 0.1 | $273k | +6% | 823.00 | 332.22 |
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| Cibc Cad (CM) | 0.1 | $269k | +7% | 3.4k | 79.88 |
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| Signet Jewelers SHS (SIG) | 0.1 | $267k | 2.8k | 95.93 |
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| WESCO International (WCC) | 0.1 | $266k | 1.3k | 211.53 |
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| D-wave Quantum (QBTS) | 0.1 | $264k | 11k | 24.71 |
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| Hca Holdings (HCA) | 0.1 | $264k | 618.00 | 426.33 |
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| Merck & Co (MRK) | 0.1 | $256k | +20% | 3.1k | 83.92 |
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| Zoetis Cl A (ZTS) | 0.1 | $253k | -30% | 1.7k | 146.33 |
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| Selective Insurance (SIGI) | 0.1 | $253k | 3.1k | 81.07 |
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| Broadridge Financial Solutions (BR) | 0.1 | $253k | -9% | 1.1k | 238.27 |
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| Centerra Gold (CGAU) | 0.1 | $252k | 23k | 10.73 |
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| Phinia Common Stock (PHIN) | 0.1 | $251k | NEW | 4.4k | 57.47 |
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| CSX Corporation (CSX) | 0.1 | $251k | -2% | 7.1k | 35.51 |
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| Cme (CME) | 0.1 | $250k | +2% | 924.00 | 270.32 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $247k | NEW | 1.2k | 201.58 |
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| Walt Disney Company (DIS) | 0.1 | $245k | -33% | 2.1k | 114.53 |
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| Thor Industries (THO) | 0.1 | $244k | 2.4k | 103.70 |
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| Korn Ferry Com New (KFY) | 0.1 | $244k | +5% | 3.5k | 69.97 |
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| Amgen (AMGN) | 0.1 | $242k | NEW | 856.00 | 282.20 |
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| Truist Financial Corp equities (TFC) | 0.1 | $240k | 5.3k | 45.72 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $240k | NEW | 971.00 | 247.16 |
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| Vulcan Materials Company (VMC) | 0.1 | $240k | NEW | 779.00 | 307.63 |
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| General Dynamics Corporation (GD) | 0.1 | $239k | NEW | 700.00 | 341.02 |
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| Qualcomm (QCOM) | 0.1 | $238k | +4% | 1.4k | 166.33 |
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| Perdoceo Ed Corp (PRDO) | 0.1 | $238k | -9% | 6.3k | 37.66 |
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| Autodesk (ADSK) | 0.1 | $236k | NEW | 743.00 | 317.67 |
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| American Intl Group Com New (AIG) | 0.1 | $232k | -8% | 3.0k | 78.54 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $232k | 346.00 | 669.12 |
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| Verisign (VRSN) | 0.1 | $230k | +4% | 822.00 | 279.59 |
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| International Business Machines (IBM) | 0.1 | $230k | 814.00 | 282.06 |
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| Kinsale Cap Group (KNSL) | 0.1 | $228k | NEW | 537.00 | 425.26 |
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| Illinois Tool Works (ITW) | 0.1 | $228k | 874.00 | 260.77 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $228k | 2.3k | 97.82 |
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| Entergy Corporation (ETR) | 0.1 | $227k | 2.4k | 93.19 |
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| Graham Hldgs Com Cl B (GHC) | 0.1 | $225k | -13% | 191.00 | 1177.46 |
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| Equity Residential Sh Ben Int (EQR) | 0.1 | $223k | +3% | 3.4k | 64.74 |
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| Tenet Healthcare Corp Com New (THC) | 0.1 | $221k | NEW | 1.1k | 203.04 |
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| Norfolk Southern (NSC) | 0.1 | $221k | NEW | 735.00 | 300.43 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $220k | +92% | 6.4k | 34.16 |
|
| Air Products & Chemicals (APD) | 0.1 | $219k | -3% | 804.00 | 272.72 |
|
| Hub Group Cl A (HUBG) | 0.1 | $218k | NEW | 6.3k | 34.44 |
|
| Progressive Corporation (PGR) | 0.1 | $216k | -21% | 876.00 | 246.99 |
|
| Kroger (KR) | 0.1 | $216k | -19% | 3.2k | 67.42 |
|
| Tenaris S A Sponsored Ads (TS) | 0.1 | $216k | +3% | 6.0k | 35.77 |
|
| Ibex Shs New (IBEX) | 0.1 | $209k | NEW | 5.1k | 40.52 |
|
| Msci (MSCI) | 0.1 | $207k | 364.00 | 567.79 |
|
|
| First Financial Bankshares (FFIN) | 0.1 | $206k | -9% | 6.1k | 33.65 |
|
| Masco Corporation (MAS) | 0.1 | $205k | NEW | 2.9k | 70.40 |
|
| Commercial Metals Company (CMC) | 0.1 | $205k | NEW | 3.6k | 57.28 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $205k | NEW | 349.00 | 586.04 |
|
| Jacobs Engineering Group (J) | 0.1 | $203k | NEW | 1.4k | 149.87 |
|
| Kennametal (KMT) | 0.1 | $203k | +2% | 9.7k | 20.93 |
|
| Sportradar Group Class A Ord Shs (SRAD) | 0.1 | $202k | NEW | 7.5k | 26.90 |
|
| Intuit (INTU) | 0.1 | $200k | -7% | 293.00 | 683.08 |
|
| Orla Mining LTD New F (ORLA) | 0.1 | $188k | 17k | 10.80 |
|
|
| Icl Group SHS (ICL) | 0.1 | $186k | -2% | 30k | 6.26 |
|
| Steelcase Cl A (SCS) | 0.1 | $182k | NEW | 11k | 17.20 |
|
| Enerflex (EFXT) | 0.1 | $182k | +10% | 17k | 10.78 |
|
| New Gold Inc Cda (NGD) | 0.1 | $174k | 24k | 7.18 |
|
|
| Arbor Realty Trust (ABR) | 0.1 | $174k | NEW | 14k | 12.21 |
|
| Hooker Furniture Corporation (HOFT) | 0.1 | $168k | 17k | 10.15 |
|
|
| Suncoke Energy (SXC) | 0.0 | $150k | 18k | 8.16 |
|
|
| Dht Holdings Shs New (DHT) | 0.0 | $140k | +6% | 12k | 11.95 |
|
| Nordic American Tanker Shippin (NAT) | 0.0 | $133k | +14% | 42k | 3.14 |
|
| Northfield Bancorp (NFBK) | 0.0 | $128k | -14% | 11k | 11.80 |
|
| Haleon Spon Ads (HLN) | 0.0 | $122k | -18% | 14k | 8.97 |
|
| Puma Biotechnology (PBYI) | 0.0 | $116k | NEW | 22k | 5.31 |
|
| Medallion Financial (MFIN) | 0.0 | $111k | 11k | 10.10 |
|
|
| Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $106k | 15k | 7.27 |
|
|
| Curevac N V (CVAC) | 0.0 | $104k | -2% | 19k | 5.39 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $102k | +7% | 12k | 8.27 |
|
| Adt (ADT) | 0.0 | $101k | +2% | 12k | 8.71 |
|
| Playtika Hldg Corp (PLTK) | 0.0 | $72k | +7% | 19k | 3.89 |
|
| Information Services (III) | 0.0 | $70k | +2% | 12k | 5.75 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $46k | NEW | 10k | 4.54 |
|
Past Filings by Baron Wealth Management
SEC 13F filings are viewable for Baron Wealth Management going back to 2022
- Baron Wealth Management 2025 Q3 filed Oct. 20, 2025
- Baron Wealth Management 2025 Q2 filed July 9, 2025
- Baron Wealth Management 2025 Q1 filed May 14, 2025
- Baron Wealth Management 2024 Q4 filed Jan. 23, 2025
- 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