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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
WBA +15,209+$397
MEDP +1,195+$366
DLTR +2,516+$357
HDB +4,390+$295
CRWD +1,147+$293
HON +1,368+$287
FI +2,115+$281
NFLX +578+$281
DG +2,045+$278
MAA +2,039+$274
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
FISV -2,109-$238
EIX -3,323-$210
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
F +67,145+$793
IJR +19,124+$4,508
SAN +4,272+$27
ABEV +3,963+$18
QUAL +3,502+$5,171
HLN +2,948+$22
BBVA +2,870+$48
AAPL +2,511+$1,124
BAX +2,334+$114
QS +2,000+$16
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
MINT -23,383-$2,351
KTB -9,133-$283
GM -6,868-$116
IGF -3,951-$143
NEE -2,733-$138
HAL -2,197-$121
AMZN -1,260+$68
ECL -555-$47
NVO -378-$5
Baron Wealth Management LLC Info
Size ($ 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

All Stocks Held By Baron Wealth Management LLC
As of  12/31/2023, we find all stocks held by Baron Wealth Management LLC to be as follows, presented in the table below with each row detailing each Baron Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Baron Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Baron Wealth Management LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
ISHARES TR (QUAL) 306,830 +3,502 $45,147
     QUAL306,830+3,502$45,147
ISHARES TR (IJR) 194,272 +19,124 $21,030
     IJR194,272+19,124$21,030
RIVIAN AUTOMOTIVE INC 563,953 UNCH $13,230
     RIVN563,953UNCH$13,230
APPLE INC 32,538 +2,511 $6,265
     AAPL32,538+2,511$6,265
SNAP ON INC 20,723 UNCH $5,986
     SNA20,723UNCH$5,986
SPDR S&P 500 ETF TR (SPY) 8,653 +19 $4,113
     SPY8,653+19$4,113
VANGUARD SPECIALIZED FUNDS (VIG) 19,072 +986 $3,250
     VIG19,072+986$3,250
MICROSOFT CORP 8,434 +101 $3,171
     MSFT8,434+101$3,171
VANGUARD TAX MANAGED FDS (VEA) 62,682 +704 $3,002
     VEA62,682+704$3,002
PIMCO ETF TR (MINT) 27,250 -23,383 $2,719
     MINT27,250-23,383$2,719
ISHARES TR (IVW) 31,276 +173 $2,349
     IVW31,276+173$2,349
FORD MTR CO DEL 176,394 +67,145 $2,150
     F176,394+67,145$2,150
FIVE BELOW INC 9,792 +150 $2,087
     FIVE9,792+150$2,087
JOHNSON & JOHNSON 10,605 +403 $1,662
     JNJ10,605+403$1,662
AMAZON COM INC 9,231 -1,260 $1,402
     AMZN9,231-1,260$1,402
GENERAL MTRS CO 37,306 -6,868 $1,340
     GM37,306-6,868$1,340
VANGUARD INDEX FDS (VOO) 2,936 -24 $1,282
     VOO2,936-24$1,282
INVESCO QQQ TR 2,718 +8 $1,113
     QQQ2,718+8$1,113
BAXTER INTL INC 28,645 +2,334 $1,107
     BAX28,645+2,334$1,107
CHEVRON CORP NEW 7,237 +230 $1,079
     CVX7,237+230$1,079
ANALOG DEVICES INC 5,012 -8 $995
     ADI5,012-8$995
ISHARES TR (EFA) 12,295 +109 $926
     EFA12,295+109$926
NVIDIA CORPORATION 1,865 +35 $924
     NVDA1,865+35$924
PROCTER AND GAMBLE CO 6,122 +83 $897
     PG6,122+83$897
SALESFORCE INC 2,978 -105 $784
     CRM2,978-105$784
LOWES COS INC 3,476 +447 $774
     LOW3,476+447$774
VISA INC 2,957 +30 $770
     V2,957+30$770
UNITEDHEALTH GROUP INC 1,454 +9 $765
     UNH1,454+9$765
COSTAR GROUP INC 8,453 +9 $739
     CSGP8,453+9$739
JPMORGAN CHASE & CO 4,284 +419 $729
     JPM4,284+419$729
ALPHABET INC 5,134 +932 $717
     GOOGL5,134+932$717
S&P GLOBAL INC 1,626 +7 $716
     SPGI1,626+7$716
GLOBANT S A 2,993 UNCH $712
     GLOB2,993UNCH$712
ISHARES TR (IWR) 9,162 +61 $712
     IWR9,162+61$712
ISHARES TR (IWM) 3,532 +262 $709
     IWM3,532+262$709
BORGWARNER INC 19,600 UNCH $703
     BWA19,600UNCH$703
ON SEMICONDUCTOR CORP 8,292 +1,830 $693
     ON8,292+1,830$693
DANAHER CORPORATION 2,963 +24 $685
     DHR2,963+24$685
HEICO CORP NEW 3,805 -1 $681
     HEI3,805-1$681
LINDE PLC 1,647 +20 $676
     LIN1,647+20$676
THERMO FISHER SCIENTIFIC INC 1,251 +168 $664
     TMO1,251+168$664
ALPHABET INC 4,520 +272 $637
     GOOG4,520+272$637
SERVICENOW INC 896 UNCH $633
     NOW896UNCH$633
WEST PHARMACEUTICAL SVSC INC 1,770 UNCH $623
     WST1,770UNCH$623
TYLER TECHNOLOGIES INC 1,463 +29 $612
     TYL1,463+29$612
FASTENAL CO 9,149 +78 $593
     FAST9,149+78$593
VERISK ANALYTICS INC 2,359 -16 $563
     VRSK2,359-16$563
IDEXX LABS INC 935 UNCH $519
     IDXX935UNCH$519
ROLLINS INC 11,879 UNCH $519
     ROL11,879UNCH$519
VEEVA SYS INC 2,660 +6 $512
     VEEV2,660+6$512
CONOCOPHILLIPS 4,396 +373 $510
     COP4,396+373$510
TAIWAN SEMICONDUCTOR MFG LTD 4,845 +532 $504
     TSM4,845+532$504
ISHARES TR (OEF) 2,236 UNCH $500
     OEF2,236UNCH$500
VANGUARD INDEX FDS (VO) 2,090 +2 $486
     VO2,090+2$486
AMERICAN INTL GROUP INC 7,092 +1,014 $480
     AIG7,092+1,014$480
MOTOROLA SOLUTIONS INC 1,525 +116 $477
     MSI1,525+116$477
RTX CORPORATION 5,535 +978 $466
     RTX5,535+978$466
RB GLOBAL INC 6,915 UNCH $463
     RBA6,915UNCH$463
SCHWAB CHARLES CORP 6,643 +401 $457
     SCHW6,643+401$457
COMCAST CORP NEW 10,243 +1,989 $449
     CMCSA10,243+1,989$449
ANSYS INC 1,227 UNCH $445
     ANSS1,227UNCH$445
GRAND CANYON ED INC 3,309 -1 $437
     LOPE3,309-1$437
BERKSHIRE HATHAWAY INC DEL      $435
     BRK.B1,221+119$435
SHELL PLC 6,543 +308 $431
     SHEL6,543+308$431
ISHARES TR (SHV) 3,867 -150 $426
     SHV3,867-150$426
TJX COS INC NEW 4,497 +340 $422
     TJX4,497+340$422
MORGAN STANLEY 4,482 +20 $418
     MS4,482+20$418
STARBUCKS CORP 4,293 +49 $412
     SBUX4,293+49$412
META PLATFORMS INC 1,130 +10 $400
     META1,130+10$400
KONTOOR BRANDS INC 6,362 -9,133 $397
     KTB6,362-9,133$397
WALGREENS BOOTS ALLIANCE INC 15,209 +15,209 $397
     WBA15,209+15,209$397
CISCO SYS INC 7,670 +1,316 $387
     CSCO7,670+1,316$387
SAIA INC 870 UNCH $381
     SAIA870UNCH$381
ZOETIS INC 1,915 -44 $378
     ZTS1,915-44$378
ASTRAZENECA PLC 5,594 +322 $377
     AZN5,594+322$377
MEDPACE HLDGS INC 1,195 +1,195 $366
     MEDP1,195+1,195$366
FOMENTO ECONOMICO MEXICANO S 2,777 +301 $362
     FMX2,777+301$362
CVS HEALTH CORP 4,578 +1,410 $361
     CVS4,578+1,410$361
CHUBB LIMITED 1,595 +22 $360
     CB1,595+22$360
EOG RES INC 2,969 -136 $359
     EOG2,969-136$359
VANGUARD MUN BD FDS (VTEB) 7,022 +53 $358
     VTEB7,022+53$358
DOLLAR TREE INC 2,516 +2,516 $357
     DLTR2,516+2,516$357
COMERICA INC 6,364 +35 $355
     CMA6,364+35$355
DEVON ENERGY CORP NEW 7,830 UNCH $355
     DVN7,830UNCH$355
UNION PAC CORP 1,435 +10 $352
     UNP1,435+10$352
DISNEY WALT CO 3,819 +297 $345
     DIS3,819+297$345
ISHARES TR (IGF) 7,303 -3,951 $344
     IGF7,303-3,951$344
PARKER HANNIFIN CORP 743 +7 $342
     PH743+7$342
BERKLEY W R CORP 4,766 +127 $337
     WRB4,766+127$337
NEXTERA ENERGY INC 5,538 -2,733 $336
     NEE5,538-2,733$336
BOSTON SCIENTIFIC CORP 5,762 +38 $333
     BSX5,762+38$333
STRYKER CORPORATION 1,103 +3 $330
     SYK1,103+3$330
PAYCHEX INC 2,757 +63 $328
     PAYX2,757+63$328
WELLS FARGO CO NEW 6,598 +511 $325
     WFC6,598+511$325
CATERPILLAR INC 1,095 +95 $324
     CAT1,095+95$324
ALCON AG 4,136 +197 $323
     ALC4,136+197$323
ECOLAB INC 1,624 -555 $322
     ECL1,624-555$322
BOEING CO 1,223 +5 $319
     BA1,223+5$319
WORKIVA INC 3,144 -2 $319
     WK3,144-2$319
FLOOR & DECOR HLDGS INC 2,843 UNCH $317
     FND2,843UNCH$317
ADVANCED ENERGY INDS 2,877 UNCH $313
     AEIS2,877UNCH$313
SELECTIVE INS GROUP INC 3,120 UNCH $310
     SIGI3,120UNCH$310
SAP SE 1,999 +219 $309
     SAP1,999+219$309
AFLAC INC 3,723 +21 $307
     AFL3,723+21$307
PAYCOM SOFTWARE INC 1,468 -1 $303
     PAYC1,468-1$303
WALMART INC 1,924 +55 $303
     WMT1,924+55$303
ABBVIE INC 1,940 +250 $301
     ABBV1,940+250$301
MCKESSON CORP 641 -20 $297
     MCK641-20$297
HDFC BANK LTD 4,390 +4,390 $295
     HDB4,390+4,390$295
MERCK & CO INC 2,705 +614 $295
     MRK2,705+614$295
CROWDSTRIKE HLDGS INC 1,147 +1,147 $293
     CRWD1,147+1,147$293
SANOFI 5,901 +192 $293
     SNY5,901+192$293
BHP GROUP LTD 4,267 +452 $291
     BHP4,267+452$291
DUPONT DE NEMOURS INC 3,782 +850 $291
     DD3,782+850$291
HONEYWELL INTL INC 1,368 +1,368 $287
     HON1,368+1,368$287
JABIL INC 2,252 +6 $287
     JBL2,252+6$287
LENNOX INTL INC 634 -18 $284
     LII634-18$284
FISERV INC 2,115 +2,115 $281
     FI2,115+2,115$281
NETFLIX INC 578 +578 $281
     NFLX578+578$281
DOLLAR GEN CORP NEW 2,045 +2,045 $278
     DG2,045+2,045$278
KENVUE INC 12,915 +899 $278
     KVUE12,915+899$278
MID AMER APT CMNTYS INC 2,039 +2,039 $274
     MAA2,039+2,039$274
MASTERCARD INCORPORATED 640 +17 $273
     MA640+17$273
CONSTELLATION BRANDS INC 1,127 -6 $273
     STZ1,127-6$273
TESLA INC 1,097 +12 $273
     TSLA1,097+12$273
MANULIFE FINL CORP 12,325 +1,370 $272
     MFC12,325+1,370$272
AIR PRODS & CHEMS INC 987 +5 $270
     APD987+5$270
HALLIBURTON CO 7,337 -2,197 $265
     HAL7,337-2,197$265
INSIGHT ENTERPRISES INC 1,495 UNCH $265
     NSIT1,495UNCH$265
ENSIGN GROUP INC 2,314 +100 $260
     ENSG2,314+100$260
MICRON TECHNOLOGY INC 3,038 +3,038 $259
     MU3,038+3,038$259
SONY GROUP CORP 2,702 +2,702 $256
     SONY2,702+2,702$256
PEPSICO INC 1,503 +89 $255
     PEP1,503+89$255
AMERICAN TOWER CORP NEW 1,175 +1,175 $254
     AMT1,175+1,175$254
ARCHER DANIELS MIDLAND CO 3,478 +3,478 $251
     ADM3,478+3,478$251
NOVO NORDISK A S 2,410 -378 $249
     NVO2,410-378$249
ALIGN TECHNOLOGY INC 906 UNCH $248
     ALGN906UNCH$248
THE TRADE DESK INC 3,449 UNCH $248
     TTD3,449UNCH$248
INTERCONTINENTAL EXCHANGE IN (ICE) 1,920 -216 $247
     ICE1,920-216$247
FACTSET RESH SYS INC 511 +2 $244
     FDS511+2$244
ULTA BEAUTY INC 495 +495 $243
     ULTA495+495$243
VANGUARD INDEX FDS (VTV) 1,624 +4 $243
     VTV1,624+4$243
ELI LILLY & CO 407 +11 $237
     LLY407+11$237
PRIVIA HEALTH GROUP INC 10,288 +10,288 $237
     PRVA10,288+10,288$237
BLACKLINE INC 3,760 UNCH $235
     BL3,760UNCH$235
DUKE ENERGY CORP NEW 2,398 +2,398 $233
     DUK2,398+2,398$233
US BANCORP DEL 5,290 +5,290 $229
     USB5,290+5,290$229
INTUITIVE SURGICAL INC 671 +671 $226
     ISRG671+671$226
FIDELITY NATL INFORMATION SV 3,725 +3,725 $224
     FIS3,725+3,725$224
AMN HEALTHCARE SVCS INC 2,948 +13 $221
     AMN2,948+13$221
GOLDMAN SACHS GROUP INC 572 +572 $221
     GS572+572$221
HALEON PLC 26,753 +2,948 $220
     HLN26,753+2,948$220
BANCO BILBAO VIZCAYA ARGENTA 23,927 +2,870 $218
     BBVA23,927+2,870$218
COGNIZANT TECHNOLOGY SOLUTIO 2,885 +2,885 $218
     CTSH2,885+2,885$218
GARTNER INC 481 -106 $217
     IT481-106$217
MCDONALDS CORP 733 +733 $217
     MCD733+733$217
DOVER CORP 1,390 +1,390 $214
     DOV1,390+1,390$214
ISHARES TR (LQD) 1,937 +1,937 $214
     LQD1,937+1,937$214
NORTHROP GRUMMAN CORP 457 +457 $214
     NOC457+457$214
RIO TINTO PLC 2,863 +2,863 $213
     RIO2,863+2,863$213
BALL CORP 3,665 +3,665 $211
     BALL3,665+3,665$211
TE CONNECTIVITY LTD 1,505 +1,505 $211
     TEL1,505+1,505$211
TRUIST FINL CORP 5,713 +5,713 $211
     TFC5,713+5,713$211
PNC FINL SVCS GROUP INC 1,355 +1,355 $210
     PNC1,355+1,355$210
TELEDYNE TECHNOLOGIES INC 469 +469 $209
     TDY469+469$209
ALLSTATE CORP 1,480 +1,480 $207
     ALL1,480+1,480$207
HOOKER FURNISHINGS CORPORATI 7,923 +7,923 $207
     HOFT7,923+7,923$207
ORACLE CORP 1,914 +1,914 $202
     ORCL1,914+1,914$202
BOOZ ALLEN HAMILTON HLDG COR 1,573 +1,573 $201
     BAH1,573+1,573$201
CLOROX CO DEL 1,412 +1,412 $201
     CLX1,412+1,412$201
EQUITY RESIDENTIAL 3,289 +3,289 $201
     EQR3,289+3,289$201
QUALCOMM INC 1,387 +1,387 $201
     QCOM1,387+1,387$201
BANCO SANTANDER S.A. 30,220 +4,272 $125
     SAN30,220+4,272$125
AMBEV SA 38,362 +3,963 $107
     ABEV38,362+3,963$107
QUANTUMSCAPE CORP 12,446 +2,000 $86
     QS12,446+2,000$86
ALLBIRDS INC 19,250 +0 $24
     BIRD19,250UNCH$24
EDISON INTL $0 (exited)
     EIX0-3,323$0
FISERV INC 0 -2,109 $0 (exited)
     FISV0-2,109$0

See Summary: Baron Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Baron Wealth Management LLC

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