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CIK: 0001968507
Total reported value
$385.7M
$385.7M
193 檔
26.9%
At the close of Q4 2024, Baron Wealth Management LLC disclosed equity holdings valued at approximately $385.7M, spread across 193 reported holdings.
During Q4 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 | 25.44% | -0.06% | -0.14% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 12.52% | -0.18% | +2.78% | |
| 3 | SNA | Snap-on Inc | Stock-Industrials | 3.73% | -0.11% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.64% | -0.17% | +1.21% | |
| 5 | RIVN | Rivian Automotive Inc-a | Stock-Consumer Disc | 3.53% | — | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.39% | -0.01% | +0.07% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | +0.04% | +2.38% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.70% | -0.05% | +0.56% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.62% | — | — | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.56% | -0.03% | +0.53% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.38% | +0.06% | +0.12% | |
| 12 | F | Ford Motor Co | Stock-Consumer Disc | 1.13% | -0.20% | EXIT | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.03% | +5.11% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.01% | +7.28% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.10% | -16.82% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.04% | +0.29% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | — | +3.44% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.58% | -0.02% | -3.77% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 0.58% | -0.03% | -0.27% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.56% | — | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.03% | -1.60% | |
| 22 | ADI | Analog Devices Inc | Stock-Tech | 0.52% | +0.01% | +8.34% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | — | +2.72% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.01% | +4.48% | |
| 25 | FIVE | Five Below | Stock-Consumer Disc | 0.49% | -0.21% | — | |
| 26 | NOW | Servicenow Inc | Stock-Tech | 0.48% | -0.04% | +0.31% | |
| 27 | SPGI | S&p Global Inc | Stock-Financials | 0.48% | -0.02% | +2.77% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.45% | -0.02% | +1.02% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.44% | +0.10% | -4.06% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.09% | +4.92% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.06% | -20.16% | |
| 32 | HEI | Heico CORP | Stock-Industrials | 0.42% | +0.03% | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.04% | +4.69% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.41% | -0.08% | +3.35% | |
| 35 | TYL | Tyler Technologies Inc | Stock-Tech | 0.40% | -0.07% | +1.50% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.38% | -0.01% | +0.31% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | — | +2.89% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.37% | -0.15% | +0.69% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.11% | +1.57% | |
| 40 | FAST | Fastenal Co | Stock-Industrials | 0.35% | -0.03% | +0.75% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.34% | +0.02% | +0.28% | |
| 42 | BAX | Baxter International Inc | Stock-Healthcare | 0.33% | — | -18.73% | |
| 43 | DHR | Danaher CORP | Stock-Healthcare | 0.32% | — | -0.70% | |
| 44 | PH | Parker Hannifin CORP | Stock-Industrials | 0.32% | -0.04% | -0.09% | |
| 45 | LIN | Linde plc | Stock-Materials | 0.31% | -0.02% | -1.37% | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.30% | — | — | |
| 47 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.30% | -0.01% | +0.13% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.30% | — | +0.12% | |
| 49 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.30% | -0.01% | -8.85% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.30% | +0.12% | -0.19% |
According to official SEC Form 13F filings, Baron Wealth Management LLC reported a total U.S. public equity portfolio value of $385.7M across 193 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including QUAL, IJR, SNA) accounted for 26.9% of total reported equity market value during Q4 2024.
During Q4 2024, Baron Wealth Management LLC's top holdings by market value included QUAL (25.4%)、IJR (12.5%)、SNA (3.7%). The largest single position, QUAL, represented 25.4% of total portfolio value.
In Q4 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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