Baron Wealth Management LLC Top Holdings and 13F Report (2024) About Baron Wealth Management LLCInvestment ActivityBaron Wealth Management LLC has $207.79 million in total holdings as of September 30, 2024.Baron Wealth Management LLC owns shares of 204 different stocks, but just 63 companies or ETFs make up 80% of its holdings.Approximately 6.76% of the portfolio was purchased this quarter.About 4.22% of the portfolio was sold this quarter.This quarter, Baron Wealth Management LLC has purchased 183 new stocks and bought additional shares in 87 stocks.Baron Wealth Management LLC sold shares of 69 stocks and completely divested from 15 stocks this quarter.Largest Holdings iShares MSCI USA Quality Factor ETF $54,502,861iShares Core S&P Small-Cap ETF $26,270,391Apple $7,118,933Snap-on $6,766,048Rivian Automotive $6,327,553 Largest New Holdings this Quarter Cintas $563,378 HoldingMcDonald's $477,247 HoldingNIKE $403,192 HoldingHome Depot $315,876 HoldingSterling Infrastructure $304,977 Holding Largest Purchases this Quarter iShares Core S&P Small-Cap ETF 9,664 shares (about $1.13M)Cintas 2,736 shares (about $563.38K)McDonald's 1,567 shares (about $477.25K)NIKE 4,561 shares (about $403.19K)Home Depot 780 shares (about $315.88K) Largest Sales this Quarter PIMCO Enhanced Short Maturity Exchange-Traded Fund 10,133 shares (about $1.02M)iShares MSCI USA Quality Factor ETF 4,855 shares (about $870.50K)Ford Motor 68,184 shares (about $720.02K)Apple 1,527 shares (about $355.80K)TJX Companies 2,117 shares (about $248.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaron Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQUALiShares MSCI USA Quality Factor ETF$54,502,861$870,501 ▼-1.6%303,97626.2%ETFIJRiShares Core S&P Small-Cap ETF$26,270,391$1,130,302 ▲4.5%224,61012.6%ETFAAPLApple$7,118,933$355,795 ▼-4.8%30,5533.4%Computer and TechnologySNASnap-on$6,766,048$5,215 ▲0.1%23,3553.3%Consumer DiscretionaryRIVNRivian Automotive$6,327,5530.0%563,9533.0%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$4,966,917$4,590 ▲0.1%8,6572.4%FinanceMSFTMicrosoft$3,704,359$113,166 ▼-3.0%8,6091.8%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$3,649,640$23,712 ▲0.7%69,1091.8%ETFVIGVanguard Dividend Appreciation ETF$3,639,060$11,487 ▲0.3%18,3741.8%ETFIVWiShares S&P 500 Growth ETF$2,766,744$23,172 ▼-0.8%28,8951.3%ETFNVDANVIDIA$2,057,439$131,034 ▲6.8%16,9421.0%Computer and TechnologyJNJJohnson & Johnson$1,983,227$87,510 ▲4.6%12,2381.0%MedicalFFord Motor$1,916,786$720,022 ▼-27.3%181,5140.9%Auto/Tires/TrucksAMZNAmazon.com$1,863,773$22,731 ▲1.2%10,0030.9%Retail/WholesaleQQQInvesco QQQ$1,331,142$1,953 ▲0.1%2,7270.6%FinanceCVXChevron$1,149,982$115,013 ▼-9.1%7,8090.6%Oils/EnergyUNHUnitedHealth Group$1,124,375$273,054 ▲32.1%1,9230.5%MedicalBAXBaxter International$1,122,817$34,401 ▲3.2%29,5710.5%MedicalADIAnalog Devices$1,112,642$8,977 ▼-0.8%4,8340.5%Computer and TechnologyJPMJPMorgan Chase & Co.$1,077,406$50,391 ▲4.9%5,1100.5%FinancePGProcter & Gamble$1,042,976$20,091 ▲2.0%6,0220.5%Consumer StaplesEFAiShares MSCI EAFE ETF$1,041,5880.0%12,4550.5%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,041,416$1,020,272 ▼-49.5%10,3430.5%ETFVOOVanguard S&P 500 ETF$1,028,041$3,694 ▲0.4%1,9480.5%ETFSPGIS&P Global$1,027,084$60,447 ▲6.3%1,9880.5%Business ServicesCRMSalesforce$1,006,175$118,792 ▲13.4%3,6760.5%Computer and TechnologyVVisa$994,012$93,214 ▲10.3%3,6150.5%Business ServicesHEIHEICO$988,133$1,046 ▼-0.1%3,7790.5%AerospaceLOWLowe's Companies$921,757$89,115 ▲10.7%3,4030.4%Retail/WholesaleFIVEFive Below$882,263$50,801 ▲6.1%9,9860.4%Retail/WholesaleNOWServiceNow$857,720$59,924 ▲7.5%9590.4%Computer and TechnologyTYLTyler Technologies$855,150$584 ▲0.1%1,4650.4%Computer and TechnologyTSLATesla$833,815$42,907 ▲5.4%3,1870.4%Auto/Tires/TrucksTMOThermo Fisher Scientific$831,979$17,320 ▲2.1%1,3450.4%MedicalDHRDanaher$828,785$3,892 ▲0.5%2,9810.4%Multi-Sector ConglomeratesIWRiShares Russell Mid-Cap ETF$802,693$529 ▲0.1%9,1070.4%ETFBRK.BBerkshire Hathaway$796,250$209,879 ▲35.8%1,7300.4%FinanceGOOGLAlphabet$779,253$39,966 ▼-4.9%4,6990.4%Computer and TechnologyLINDE PLC$764,418$1,907 ▼-0.2%1,6030.4%SHSGOOGAlphabet$730,630$42,300 ▼-5.5%4,3700.4%Computer and TechnologyFASTFastenal$724,268$64,064 ▲9.7%10,1410.3%Retail/WholesaleBWABorgWarner$719,340$8,056 ▲1.1%19,8220.3%Auto/Tires/TrucksIWMiShares Russell 2000 ETF$715,487$2,209 ▲0.3%3,2390.3%FinancePHParker-Hannifin$670,573$123,244 ▲22.5%1,0610.3%Industrial ProductsWMTWalmart$667,156$47,319 ▲7.6%8,2620.3%Retail/WholesaleVOVanguard Mid-Cap ETF$636,517$1,583 ▲0.2%2,4130.3%ETFONOnsemi$628,875$23,090 ▲3.8%8,6610.3%Computer and TechnologyCSGPCoStar Group$625,020$8,072 ▼-1.3%8,2850.3%Computer and TechnologyVRSKVerisk Analytics$620,873$10,183 ▼-1.6%2,3170.3%Business ServicesOEFiShares S&P 100 ETF$618,8350.0%2,2360.3%ETFNFLXNetflix$613,519$89,368 ▲17.1%8650.3%Consumer DiscretionaryGLOBGlobant$580,946$8,520 ▼-1.4%2,9320.3%Computer and TechnologyMSIMotorola Solutions$577,775$4,496 ▼-0.8%1,2850.3%Computer and TechnologyCSCOCisco Systems$574,172$252,201 ▲78.3%10,7890.3%Computer and TechnologyWSTWest Pharmaceutical Services$567,603$39,621 ▲7.5%1,8910.3%MedicalCTASCintas$563,378$563,378 ▲New Holding2,7360.3%Industrial ProductsCBChubb$559,798$67,776 ▲13.8%1,9410.3%FinanceTSMTaiwan Semiconductor Manufacturing$548,971$7,294 ▼-1.3%3,1610.3%Computer and TechnologyVEEVVeeva Systems$545,452$9,654 ▼-1.7%2,5990.3%Computer and TechnologySHELShell$541,450$4,221 ▲0.8%8,2100.3%Oils/EnergyVTVVanguard Value ETF$530,592$5,936 ▲1.1%3,0390.3%ETFNEENextEra Energy$521,334$22,487 ▼-4.1%6,1670.3%UtilitiesABBVAbbVie$517,193$65,365 ▲14.5%2,6190.2%MedicalROLRollins$499,376$98,075 ▼-16.4%9,8730.2%ConstructionLLYEli Lilly and Company$486,881$117,737 ▲31.9%5500.2%MedicalPAYXPaychex$486,812$10,600 ▲2.2%3,6280.2%Business ServicesAFLAflac$479,561$16,436 ▲3.5%4,2890.2%FinanceMCDMcDonald's$477,247$477,247 ▲New Holding1,5670.2%Retail/WholesaleMSMorgan Stanley$474,056$6,775 ▲1.4%4,5480.2%FinanceIDXXIDEXX Laboratories$466,318$5,557 ▼-1.2%9230.2%MedicalMAMastercard$463,221$138,769 ▲42.8%9380.2%Business ServicesHDBHDFC Bank$443,988$171,602 ▲63.0%7,0970.2%FinanceCATCaterpillar$438,469$7,432 ▲1.7%1,1210.2%Industrial ProductsSHViShares Short Treasury Bond ETF$437,320$78,215 ▲21.8%3,9530.2%ETFRBARB Global$430,782$402 ▼-0.1%5,3520.2%Business ServicesMFCManulife Financial$425,530$9,752 ▲2.3%14,4000.2%FinanceAZNAstraZeneca$422,428$3,350 ▼-0.8%5,4220.2%MedicalWRBW. R. Berkley$418,611$135,812 ▲48.0%7,3790.2%FinanceALCAlcon$415,090$1,301 ▼-0.3%4,1480.2%MedicalSBUXStarbucks$408,324$97 ▼0.0%4,1880.2%Retail/WholesaleMMYTMakeMyTrip$407,931$86,438 ▼-17.5%4,3890.2%Computer and TechnologyNKENIKE$403,192$403,192 ▲New Holding4,5610.2%Consumer DiscretionarySYKStryker$399,446$361 ▼-0.1%1,1060.2%MedicalDISWalt Disney$399,057$11,253 ▲2.9%4,1490.2%Consumer DiscretionaryMMM3M$397,625$20,503 ▲5.4%2,9090.2%Multi-Sector ConglomeratesMEDPMedpace$396,221$334 ▼-0.1%1,1870.2%MedicalIGFiShares Global Infrastructure ETF$391,0900.0%7,1850.2%ManufacturingLIILennox International$389,163$3,626 ▲0.9%6440.2%ConstructionANSSANSYS$385,224$4,779 ▼-1.2%1,2090.2%Computer and TechnologyNVONovo Nordisk A/S$383,844$60,720 ▲18.8%3,2240.2%MedicalRTXRTX$383,659$6,421 ▲1.7%3,1670.2%AerospaceSAIASaia$381,2910.0%8720.2%TransportationFISFidelity National Information Services$375,619$26,884 ▼-6.7%4,4850.2%Business ServicesUSBU.S. Bancorp$372,474$18,841 ▲5.3%8,1450.2%FinanceAPDAir Products and Chemicals$370,389$12,803 ▼-3.3%1,2440.2%Basic MaterialsSNYSanofi$369,524$3,458 ▼-0.9%6,4120.2%MedicalSAPSAP$369,320$126,009 ▼-25.4%1,6120.2%Computer and TechnologyAMTAmerican Tower$363,095$57,918 ▲19.0%1,5610.2%FinanceLOPEGrand Canyon Education$358,455$284 ▼-0.1%2,5270.2%Consumer DiscretionaryMETAMeta Platforms$351,766$2,288 ▲0.7%6150.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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