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CIK: 0001968507
Total reported value
$385.7M
$385.7M
181 檔
23.3%
At the close of Q1 2024, Baron Wealth Management LLC disclosed equity holdings valued at approximately $385.7M, spread across 181 reported holdings.
During Q1 2024, Baron Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 26.54% | -0.06% | -0.87% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 11.86% | -0.18% | +4.04% | |
| 3 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 3.28% | — | — | |
| 4 | SNA | Snap-on Inc | Stock-Industrials | 3.26% | -0.11% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.84% | -0.17% | -3.97% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.40% | -0.01% | -0.14% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | +0.04% | — | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.82% | -0.05% | -1.32% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.81% | -0.03% | +8.64% | |
| 10 | F | Ford Motor Co | Stock-Consumer Disc | 1.38% | -0.20% | EXIT | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.31% | +0.06% | -6.45% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.28% | -0.02% | -11.77% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 0.96% | +0.03% | +7.08% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | +0.01% | +2.62% | |
| 15 | FIVE | Five Below | Stock-Consumer Disc | 0.90% | -0.21% | -4.13% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.90% | -0.10% | +0.58% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | — | -7.43% | |
| 18 | BAX | Baxter International Inc | Stock-Healthcare | 0.65% | — | +0.07% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | +0.04% | +0.07% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 0.63% | -0.06% | +4.24% | |
| 21 | GM | General Motors Co | Stock-Consumer Disc | 0.56% | — | -37.52% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | — | +16.67% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 0.53% | -0.03% | +11.05% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.01% | +0.18% | |
| 25 | ADI | Analog Devices Inc | Stock-Tech | 0.53% | +0.01% | — | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.52% | -0.02% | — | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | +0.03% | +13.32% | |
| 28 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.46% | -0.08% | -3.16% | |
| 29 | CSGP | Costar Group Inc | Stock-Real Estate | 0.43% | -0.08% | EXIT | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.41% | -0.01% | -0.86% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.09% | -2.53% | |
| 32 | LIN | Linde plc | Stock-Materials | 0.39% | -0.02% | -3.04% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.39% | +0.10% | +2.48% | |
| 34 | DHR | Danaher CORP | Stock-Healthcare | 0.39% | — | -0.41% | |
| 35 | HEI | Heico CORP | Stock-Industrials | 0.39% | +0.03% | — | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.39% | -0.01% | -0.24% | |
| 37 | FAST | Fastenal Co | Stock-Industrials | 0.38% | -0.03% | +0.31% | |
| 38 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.37% | +0.02% | — | |
| 39 | SPGI | S&p Global Inc | Stock-Financials | 0.37% | -0.02% | +0.18% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.04% | -0.40% | |
| 41 | NOW | Servicenow Inc | Stock-Tech | 0.36% | -0.04% | — | |
| 42 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.36% | +0.03% | — | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.36% | +0.02% | -8.81% | |
| 44 | TYL | Tyler Technologies Inc | Stock-Tech | 0.33% | -0.07% | +0.34% | |
| 45 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.33% | -0.02% | — | |
| 46 | ON | On Semiconductor | Stock-Tech | 0.32% | +0.03% | -0.08% | |
| 47 | GLOB | Globant S.A. | Stock-Tech | 0.32% | — | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.32% | — | +15.17% | |
| 49 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.29% | -0.01% | -0.17% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.29% | — | — |
According to official SEC Form 13F filings, Baron Wealth Management LLC reported a total U.S. public equity portfolio value of $385.7M across 181 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QUAL, IJR, RIVN) accounted for 23.3% of total reported equity market value during Q1 2024.
During Q1 2024, Baron Wealth Management LLC's top holdings by market value included QUAL (26.5%)、IJR (11.9%)、RIVN (3.3%). The largest single position, QUAL, represented 26.5% of total portfolio value.
In Q1 2024, Baron Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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