Baron Wealth Management LLC Top Holdings and 13F Report (2025) About Baron Wealth Management LLCInvestment ActivityBaron Wealth Management LLC has $212.49 million in total holdings as of December 31, 2024.Baron Wealth Management LLC owns shares of 193 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 5.69% of the portfolio was purchased this quarter.About 4.54% of the portfolio was sold this quarter.This quarter, Baron Wealth Management LLC has purchased 204 new stocks and bought additional shares in 88 stocks.Baron Wealth Management LLC sold shares of 56 stocks and completely divested from 29 stocks this quarter.Largest Holdings iShares MSCI USA Quality Factor ETF $54,053,838iShares Core S&P Small-Cap ETF $26,599,154Snap-on $7,928,404Apple $7,744,031Rivian Automotive $7,500,575 Largest New Holdings this Quarter iShares Russell 1000 Value ETF $3,451,008 HoldingVanguard FTSE All-World ex-US ETF $1,194,989 HoldingBank of America $595,859 HoldingAPPLOVIN CORP $447,533 HoldingGilead Sciences $347,218 Holding Largest Purchases this Quarter iShares Russell 1000 Value ETF 18,641 shares (about $3.45M)Vanguard FTSE All-World ex-US ETF 20,815 shares (about $1.19M)iShares Core S&P Small-Cap ETF 6,245 shares (about $719.55K)Ford Motor 60,640 shares (about $600.34K)Bank of America 13,558 shares (about $595.86K) Largest Sales this Quarter PIMCO Enhanced Short Maturity Exchange-Traded Fund 5,148 shares (about $516.54K)Johnson & Johnson 2,058 shares (about $297.62K)Motorola Solutions 585 shares (about $270.40K)Chevron 1,574 shares (about $227.97K)Baxter International 5,539 shares (about $161.52K) 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$54,053,838$78,177 ▼-0.1%303,53725.4%ETFIJRiShares Core S&P Small-Cap ETF$26,599,154$719,550 ▲2.8%230,85512.5%ETFSNASnap-on$7,928,4040.0%23,3553.7%Consumer DiscretionaryAAPLApple$7,744,031$92,906 ▲1.2%30,9243.6%Computer and TechnologyRIVNRivian Automotive$7,500,5750.0%563,9533.5%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$5,077,463$3,517 ▲0.1%8,6632.4%FinanceMSFTMicrosoft$3,714,918$86,403 ▲2.4%8,8141.7%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,618,078$19,974 ▲0.6%18,4761.7%ETFIWDiShares Russell 1000 Value ETF$3,451,008$3,451,008 ▲New Holding18,6411.6%ETFVEAVanguard FTSE Developed Markets ETF$3,322,147$17,359 ▲0.5%69,4721.6%ETFIVWiShares S&P 500 Growth ETF$2,937,325$3,655 ▲0.1%28,9311.4%ETFFFord Motor$2,397,323$600,336 ▲33.4%242,1541.1%Auto/Tires/TrucksNVDANVIDIA$2,391,306$116,161 ▲5.1%17,8071.1%Computer and TechnologyAMZNAmazon.com$2,354,173$159,709 ▲7.3%10,7311.1%Retail/WholesaleJNJJohnson & Johnson$1,472,189$297,619 ▼-16.8%10,1800.7%MedicalQQQInvesco QQQ$1,398,155$4,090 ▲0.3%2,7350.7%FinanceJPMJPMorgan Chase & Co.$1,267,099$42,189 ▲3.4%5,2860.6%FinanceTSLATesla$1,238,577$48,461 ▼-3.8%3,0670.6%Auto/Tires/TrucksCRMSalesforce$1,225,686$3,343 ▼-0.3%3,6660.6%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$1,194,989$1,194,989 ▲New Holding20,8150.6%ETFVVisa$1,124,259$18,332 ▼-1.6%3,5570.5%Business ServicesADIAnalog Devices$1,112,653$85,621 ▲8.3%5,2370.5%Computer and TechnologyVOOVanguard S&P 500 ETF$1,077,964$28,552 ▲2.7%2,0010.5%ETFPGProcter & Gamble$1,054,845$45,265 ▲4.5%6,2920.5%Consumer StaplesFIVEFive Below$1,048,1310.0%9,9860.5%Retail/WholesaleNOWServiceNow$1,019,835$3,180 ▲0.3%9620.5%Computer and TechnologySPGIS&P Global$1,017,530$27,393 ▲2.8%2,0430.5%Business ServicesEFAiShares MSCI EAFE ETF$951,325$9,602 ▲1.0%12,5820.4%FinanceUNHUnitedHealth Group$933,351$39,459 ▼-4.1%1,8450.4%MedicalGOOGLAlphabet$933,285$43,730 ▲4.9%4,9300.4%Computer and TechnologyCVXChevron$903,052$227,972 ▼-20.2%6,2350.4%Oils/EnergyHEIHEICO$898,4190.0%3,7790.4%AerospaceGOOGAlphabet$871,278$39,041 ▲4.7%4,5750.4%Computer and TechnologyLOWLowe's Companies$868,056$28,137 ▲3.3%3,5170.4%Retail/WholesaleTYLTyler Technologies$857,464$12,686 ▲1.5%1,4870.4%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$807,546$2,475 ▲0.3%9,1350.4%ETFBRK.BBerkshire Hathaway$806,838$22,664 ▲2.9%1,7800.4%FinanceNFLXNetflix$776,340$5,348 ▲0.7%8710.4%Consumer DiscretionaryWMTWalmart$758,216$11,745 ▲1.6%8,3920.4%Retail/WholesaleFASTFastenal$734,722$5,465 ▲0.7%10,2170.3%Retail/WholesaleIWMiShares Russell 2000 ETF$717,760$1,989 ▲0.3%3,2480.3%FinanceBAXBaxter International$700,783$161,520 ▼-18.7%24,0320.3%MedicalDHRDanaher$679,476$4,821 ▼-0.7%2,9600.3%Multi-Sector ConglomeratesPHParker-Hannifin$673,901$636 ▼-0.1%1,0600.3%Industrial ProductsLINDE PLC$661,930$9,211 ▼-1.4%1,5810.3%SHSOEFiShares S&P 100 ETF$645,8690.0%2,2360.3%ETFVRSKVerisk Analytics$639,010$826 ▲0.1%2,3200.3%Business ServicesVOVanguard Mid-Cap ETF$638,075$792 ▲0.1%2,4160.3%ETFTMOThermo Fisher Scientific$637,804$61,908 ▼-8.8%1,2260.3%MedicalCSCOCisco Systems$637,505$1,184 ▼-0.2%10,7690.3%Computer and TechnologyBWABorgWarner$635,008$4,864 ▲0.8%19,9750.3%Auto/Tires/TrucksWSTWest Pharmaceutical Services$630,881$11,465 ▲1.9%1,9260.3%MedicalGLOBGlobant$628,6790.0%2,9320.3%Computer and TechnologyBACBank of America$595,859$595,859 ▲New Holding13,5580.3%FinanceCSGPCoStar Group$593,553$430 ▲0.1%8,2910.3%Computer and TechnologyMSMorgan Stanley$571,947$126 ▲0.0%4,5490.3%FinanceTSMTaiwan Semiconductor Manufacturing$566,401$57,865 ▼-9.3%2,8680.3%Computer and TechnologyVEEVVeeva Systems$554,429$7,989 ▲1.5%2,6370.3%MedicalMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$521,260$516,544 ▼-49.8%5,1950.2%ETFCBChubb$520,315$16,027 ▼-3.0%1,8830.2%FinanceMAMastercard$517,669$23,698 ▲4.8%9830.2%Business ServicesVTVVanguard Value ETF$517,535$3,047 ▲0.6%3,0570.2%ETFSHELShell$514,3570.0%8,2100.2%Oils/EnergyPAYXPaychex$510,097$1,402 ▲0.3%3,6380.2%Business ServicesDISWalt Disney$503,150$41,196 ▲8.9%4,5190.2%Consumer DiscretionaryCTASCintas$500,331$548 ▲0.1%2,7390.2%Business ServicesMMYTMakeMyTrip$492,7650.0%4,3890.2%Computer and TechnologyMCDMcDonald's$490,003$35,663 ▲7.8%1,6900.2%Retail/WholesaleONOnsemi$484,098$61,978 ▼-11.3%7,6780.2%Computer and TechnologyRBARB Global$482,8040.0%5,3520.2%Business ServicesABBVAbbVie$470,603$5,154 ▲1.1%2,6480.2%MedicalHDBHDFC Bank$470,010$16,795 ▲3.7%7,3600.2%FinanceROLRollins$457,6140.0%9,8730.2%ConstructionAPPLOVIN CORP$447,533$447,533 ▲New Holding1,3820.2%COM CL AAVGOBroadcom$436,408$25,275 ▲6.1%1,8820.2%Computer and TechnologyCATCaterpillar$432,801$26,120 ▲6.4%1,1930.2%Industrial ProductsWRBW. R. Berkley$431,8190.0%7,3790.2%FinanceAFLAflac$428,505$15,101 ▼-3.4%4,1430.2%FinanceLLYEli Lilly and Company$417,139$7,725 ▼-1.8%5400.2%MedicalLOPEGrand Canyon Education$413,9230.0%2,5270.2%Consumer DiscretionaryNEENextEra Energy$413,835$28,244 ▼-6.4%5,7730.2%UtilitiesANSSANSYS$408,507$675 ▲0.2%1,2110.2%Computer and TechnologyTRVTravelers Companies$407,701$75,420 ▲22.7%1,6920.2%FinanceABTAbbott Laboratories$400,842$168,299 ▲72.4%3,5440.2%MedicalSYKStryker$399,242$1,080 ▲0.3%1,1090.2%MedicalIDXXIDEXX Laboratories$398,556$16,951 ▲4.4%9640.2%MedicalSAIASaia$397,3970.0%8720.2%TransportationSAPSAP$394,686$2,216 ▼-0.6%1,6030.2%Computer and TechnologyLIILennox International$394,220$1,828 ▲0.5%6470.2%ConstructionPAYCPaycom Software$392,9270.0%1,9170.2%Computer and TechnologyMFCManulife Financial$390,300$51,931 ▼-11.7%12,7090.2%FinanceSBUXStarbucks$383,312$1,186 ▲0.3%4,2010.2%Retail/WholesaleUSBU.S. Bancorp$381,578$7,987 ▼-2.1%7,9780.2%FinanceMETAMeta Platforms$381,466$21,648 ▲6.0%6520.2%Computer and TechnologyIGFiShares Global Infrastructure ETF$380,373$4,809 ▲1.3%7,2770.2%ManufacturingXOMExxon Mobil$378,298$57,761 ▲18.0%3,5170.2%Oils/EnergyMMM3M$374,744$775 ▼-0.2%2,9030.2%Multi-Sector ConglomeratesMEDPMedpace$371,101$23,256 ▼-5.9%1,1170.2%MedicalRTXRTX$368,298$1,851 ▲0.5%3,1830.2%AerospaceAPDAir Products and Chemicals$368,061$7,251 ▲2.0%1,2690.2%Basic MaterialsShowing 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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