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CIK: 0001648711
Total reported value
$72.7B
$72.7B
1746 檔
11.5%
In Q4 2024, Baird Financial Group, Inc.'s U.S. equity holdings reached a combined market value of $72.7B, distributed across 1746 disclosed stock positions.
Baird Financial Group, Inc. executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 7 holdings and trimming 83 positions.
Showing top 200 holdings (of 1746 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.58% | +0.07% | +1.21% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.37% | -0.35% | +0.60% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.74% | -0.01% | +1.74% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.26% | +0.02% | +1.79% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.11% | -0.11% | +3.24% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 1.88% | -0.07% | +2.40% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.81% | +0.11% | -0.31% | |
| 8 | PGR | Progressive CORP | Stock-Financials | 1.68% | +0.04% | +3.14% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.63% | +0.05% | +3.61% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.58% | +0.05% | +4.66% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.45% | -0.17% | +25.59% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.37% | +0.26% | +0.77% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.05% | +0.49% | |
| 14 | FAST | Fastenal Co | Stock-Industrials | 1.14% | -0.08% | +0.91% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | -0.05% | -4.23% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | +0.09% | +4.81% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.08% | -0.16% | +0.74% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.07% | +0.09% | +22.96% | |
| 19 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.99% | -0.10% | +3.09% | |
| 20 | GEV | GE Vernova Inc | Stock-Industrials | 0.98% | +0.40% | +5.29% | |
| 21 | PH | Parker Hannifin CORP | Stock-Industrials | 0.98% | -0.02% | +3.37% | |
| 22 | GE | General Electric | Stock-Industrials | 0.97% | +0.31% | +6.79% | |
| 23 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.92% | -0.13% | +3.41% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +0.03% | -1.74% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.12% | +1.70% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.03% | +14.10% | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 0.84% | +0.01% | +1.27% | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.84% | -0.16% | +2.24% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.08% | +3.94% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.73% | -0.01% | +6.24% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.71% | -0.07% | +2.50% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | +0.01% | +2.15% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.05% | -1.50% | |
| 34 | TEL | TE Connectivity plc | Stock-Tech | 0.68% | -0.12% | +11.85% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.02% | -0.28% | |
| 36 | USB | US Bancorp | Stock-Financials | 0.59% | — | +2.14% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.55% | -0.04% | +2.38% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.04% | +2.72% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | +0.03% | +1.98% | |
| 40 | WFC | Wells Fargo & Co | Stock-Financials | 0.48% | -0.04% | +2.21% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.15% | -0.37% | |
| 42 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.46% | -0.04% | +9.58% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.46% | -0.02% | +5.46% | |
| 44 | KMX | Carmax Inc | Stock-Consumer Disc | 0.45% | +0.03% | +4.32% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | -0.01% | +1.75% | |
| 46 | OMC | Omnicom Group | Stock-Comm Services | 0.44% | -0.06% | +3.30% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.43% | -0.02% | +18.53% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.43% | -0.06% | +2.85% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.42% | -0.10% | -1.02% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | +0.10% | -36.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +0.4% | NEW | New buy |
| 2 | JPM | Jpmorgan Chase & Co | +0.3% | +1.74% | Add |
| 3 | AAPL | Apple Inc | +0.3% | +1.21% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.3% | +25.59% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +1.79% | Add |
| 6 | GEV | GE Vernova Inc | +0.3% | +5.29% | Add |
| 7 | AVGO | Broadcom Inc | +0.2% | +1.70% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | +4.81% | Add |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.2% | +22.96% | Add |
| 10 | SCHW | Schwab (charles) CORP | +0.1% | +3.41% | Add |
| 11 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 12 | NVDA | Nvidia CORP | +0.1% | +0.49% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +14.10% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.94% | Add |
| 15 | TSLA | Tesla Inc | +0.1% | -5.03% | Trim |
| 16 | VUG | Vanguard Growth ETF | +0.1% | +37.52% | Add |
| 17 | DDOG | Datadog Inc - Class A | +0.1% | +6594.86% | Add |
| 18 | DIS | Walt Disney Co/the | +0.1% | +2.50% | Add |
| 19 | WFC | Wells Fargo & Co | +0.1% | +2.21% | Add |
| 20 | BEPC | Brookfield Renewable CORP | +0.1% | NEW | New buy |
| 21 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.31% | Trim |
| 22 | V | Visa Inc-class A Shares | +0.1% | -0.28% | Trim |
| 23 | HUBS | Hubspot Inc | +0.1% | +15320.51% | Add |
| 24 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 25 | CDNS | Cadence Design Sys Inc | +0.1% | +291.17% | Add |
| 26 | P | Everpure Inc-a | +0.1% | +9041.38% | Add |
| 27 | PEN | Penumbra Inc | +0.1% | +43.95% | Add |
| 28 | BAC | Bank Of America CORP | +0.1% | +1.98% | Add |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +11321.83% | Add |
| 30 | BROS | Dutch Bros Inc-class A | +0.1% | +2.32% | Add |
| 31 | WMT | Walmart Inc | +0.1% | +2.08% | Add |
| 32 | ORLY | O'reilly Automotive Inc | 0% | +3.09% | Add |
| 33 | VCIT | Vanguard Int-term Corporate | 0% | +18.53% | Add |
| 34 | MA | Mastercard Inc - A | 0% | +2.38% | Add |
| 35 | CRM | Salesforce Inc | 0% | +2.92% | Add |
| 36 | AAON | Aaon Inc | 0% | +43.46% | Add |
| 37 | SCHR | Schwab Intermediate-term US | 0% | +751.08% | Add |
| 38 | GLOB | Globant S.A. | 0% | +18.92% | Add |
| 39 | COST | Costco Wholesale CORP | 0% | +0.74% | Add |
| 40 | KMX | Carmax Inc | 0% | +4.32% | Add |
| 41 | TJX | Tjx Companies Inc | 0% | +2.24% | Add |
| 42 | PLTR | Palantir Technologies Inc-a | 0% | +4.18% | Add |
| 43 | PH | Parker Hannifin CORP | 0% | +3.37% | Add |
| 44 | USB | US Bancorp | 0% | +2.14% | Add |
| 45 | VGSH | Vanguard Short-term Treasury | 0% | +9.58% | Add |
| 46 | NOW | Servicenow Inc | 0% | +2.46% | Add |
| 47 | FISV | Fiserv Inc | 0% | -3.26% | Trim |
| 48 | CASY | Casey's General Stores Inc | 0% | +18.25% | Add |
| 49 | MTCH | Match Group Inc | 0% | +2009.98% | Add |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +50.25% | Add |
According to official SEC Form 13F filings, Baird Financial Group, Inc. reported a total U.S. public equity portfolio value of $72.7B across 1746 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, JPM) accounted for 11.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $202.8M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $189.3M
During Q4 2024, Baird Financial Group, Inc.'s top holdings by market value included AAPL (4.6%)、MSFT (4.4%)、JPM (2.7%). The largest single position, AAPL, represented 4.6% of total portfolio value.
In Q4 2024, Baird Financial Group, Inc. made 200 total portfolio adjustments, initiating 6 new buys, adding to 104 positions, trimming 83 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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