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Size ($ in 1000's)
At 12/31/2023: $182,551
At 09/30/2023: $156,624
Baron Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Baron Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Baron Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Baron Wealth Management LLC.
In the Baron Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Baron Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Baron Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (QUAL) |
306,830 |
+3,502 |
$45,147 | | QUAL | 306,830 | +3,502 | $45,147 | | ISHARES TR (IJR) |
194,272 |
+19,124 |
$21,030 | | IJR | 194,272 | +19,124 | $21,030 | | RIVIAN AUTOMOTIVE INC |
563,953 |
UNCH |
$13,230 | | RIVN | 563,953 | UNCH | $13,230 | | APPLE INC |
32,538 |
+2,511 |
$6,265 | | AAPL | 32,538 | +2,511 | $6,265 | | SNAP ON INC |
20,723 |
UNCH |
$5,986 | | SNA | 20,723 | UNCH | $5,986 | | SPDR S&P 500 ETF TR (SPY) |
8,653 |
+19 |
$4,113 | | SPY | 8,653 | +19 | $4,113 | | VANGUARD SPECIALIZED FUNDS (VIG) |
19,072 |
+986 |
$3,250 | | VIG | 19,072 | +986 | $3,250 | | MICROSOFT CORP |
8,434 |
+101 |
$3,171 | | MSFT | 8,434 | +101 | $3,171 | | VANGUARD TAX MANAGED FDS (VEA) |
62,682 |
+704 |
$3,002 | | VEA | 62,682 | +704 | $3,002 | | PIMCO ETF TR (MINT) |
27,250 |
-23,383 |
$2,719 | | MINT | 27,250 | -23,383 | $2,719 | | ISHARES TR (IVW) |
31,276 |
+173 |
$2,349 | | IVW | 31,276 | +173 | $2,349 | | FORD MTR CO DEL |
176,394 |
+67,145 |
$2,150 | | F | 176,394 | +67,145 | $2,150 | | FIVE BELOW INC |
9,792 |
+150 |
$2,087 | | FIVE | 9,792 | +150 | $2,087 | | JOHNSON & JOHNSON |
10,605 |
+403 |
$1,662 | | JNJ | 10,605 | +403 | $1,662 | | AMAZON COM INC |
9,231 |
-1,260 |
$1,402 | | AMZN | 9,231 | -1,260 | $1,402 | | GENERAL MTRS CO |
37,306 |
-6,868 |
$1,340 | | GM | 37,306 | -6,868 | $1,340 | | VANGUARD INDEX FDS (VOO) |
2,936 |
-24 |
$1,282 | | VOO | 2,936 | -24 | $1,282 | | INVESCO QQQ TR |
2,718 |
+8 |
$1,113 | | QQQ | 2,718 | +8 | $1,113 | | BAXTER INTL INC |
28,645 |
+2,334 |
$1,107 | | BAX | 28,645 | +2,334 | $1,107 | | CHEVRON CORP NEW |
7,237 |
+230 |
$1,079 | | CVX | 7,237 | +230 | $1,079 | | ANALOG DEVICES INC |
5,012 |
-8 |
$995 | | ADI | 5,012 | -8 | $995 | | ISHARES TR (EFA) |
12,295 |
+109 |
$926 | | EFA | 12,295 | +109 | $926 | | NVIDIA CORPORATION |
1,865 |
+35 |
$924 | | NVDA | 1,865 | +35 | $924 | | PROCTER AND GAMBLE CO |
6,122 |
+83 |
$897 | | PG | 6,122 | +83 | $897 | | SALESFORCE INC |
2,978 |
-105 |
$784 | | CRM | 2,978 | -105 | $784 | | LOWES COS INC |
3,476 |
+447 |
$774 | | LOW | 3,476 | +447 | $774 | | VISA INC |
2,957 |
+30 |
$770 | | V | 2,957 | +30 | $770 | | UNITEDHEALTH GROUP INC |
1,454 |
+9 |
$765 | | UNH | 1,454 | +9 | $765 | | COSTAR GROUP INC |
8,453 |
+9 |
$739 | | CSGP | 8,453 | +9 | $739 | | JPMORGAN CHASE & CO |
4,284 |
+419 |
$729 | | JPM | 4,284 | +419 | $729 | | ALPHABET INC |
5,134 |
+932 |
$717 | | GOOGL | 5,134 | +932 | $717 | | S&P GLOBAL INC |
1,626 |
+7 |
$716 | | SPGI | 1,626 | +7 | $716 | | GLOBANT S A |
2,993 |
UNCH |
$712 | | GLOB | 2,993 | UNCH | $712 | | ISHARES TR (IWR) |
9,162 |
+61 |
$712 | | IWR | 9,162 | +61 | $712 | | ISHARES TR (IWM) |
3,532 |
+262 |
$709 | | IWM | 3,532 | +262 | $709 | | BORGWARNER INC |
19,600 |
UNCH |
$703 | | BWA | 19,600 | UNCH | $703 | | ON SEMICONDUCTOR CORP |
8,292 |
+1,830 |
$693 | | ON | 8,292 | +1,830 | $693 | | DANAHER CORPORATION |
2,963 |
+24 |
$685 | | DHR | 2,963 | +24 | $685 | | HEICO CORP NEW |
3,805 |
-1 |
$681 | | HEI | 3,805 | -1 | $681 | | LINDE PLC |
1,647 |
+20 |
$676 | | LIN | 1,647 | +20 | $676 | | THERMO FISHER SCIENTIFIC INC |
1,251 |
+168 |
$664 | | TMO | 1,251 | +168 | $664 | | ALPHABET INC |
4,520 |
+272 |
$637 | | GOOG | 4,520 | +272 | $637 | | SERVICENOW INC |
896 |
UNCH |
$633 | | NOW | 896 | UNCH | $633 | | WEST PHARMACEUTICAL SVSC INC |
1,770 |
UNCH |
$623 | | WST | 1,770 | UNCH | $623 | | TYLER TECHNOLOGIES INC |
1,463 |
+29 |
$612 | | TYL | 1,463 | +29 | $612 | | FASTENAL CO |
9,149 |
+78 |
$593 | | FAST | 9,149 | +78 | $593 | | VERISK ANALYTICS INC |
2,359 |
-16 |
$563 | | VRSK | 2,359 | -16 | $563 | | IDEXX LABS INC |
935 |
UNCH |
$519 | | IDXX | 935 | UNCH | $519 | | ROLLINS INC |
11,879 |
UNCH |
$519 | | ROL | 11,879 | UNCH | $519 | | VEEVA SYS INC |
2,660 |
+6 |
$512 | | VEEV | 2,660 | +6 | $512 |
See Full List: All Stocks Held By Baron Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Baron Wealth Management LLC
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