Baird Financial Group, Inc. Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$51.9B

Holdings

1,753

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,753 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC COM
9,602,539$2.1T4106.97%
2
MSFTMICROSOFT CORP COM
5,475,965$2.1T3957.96%
3
JPMJPMORGAN CHASE CO. COM
6,106,370$1.5T2884.09%
4
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
2,444,997$1.3T2507.21%
5
GOOGALPHABET INC CAP STK CL C
6,407,770$1.0T1927.52%
6
PGRPROGRESSIVE CORP COM
3,399,095$962.0B1852.22%
7
HDHOME DEPOT INC COM
2,600,482$953.1B1835.04%
8
VEAVANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT
17,409,909$884.9B1703.90%
9
IWDISHARES TR RUS 1000 VAL ETF
4,681,498$880.9B1696.06%
10
IWFISHARES TR RUS 1000 GRW ETF
2,357,714$851.3B1639.21%
11
METAMETA PLATFORMS INC CL A
1,399,983$806.9B1553.62%
12
IWRISHARES TR RUS MID CAP ETF
8,218,663$699.2B1346.19%
13
JNJJOHNSON JOHNSON COM
4,094,430$679.0B1307.41%
14
ORLYOREILLY AUTOMOTIVE INC COM
461,130$660.6B1271.95%
15
FASTFASTENAL CO COM
8,418,765$652.9B1257.07%
16
GEGE AEROSPACE COM NEW
3,019,606$604.4B1163.68%
17
IJRISHARES TR CORE SP SCP ETF
5,665,131$592.4B1140.63%
18
COSTCOSTCO WHSL CORP NEW COM
605,173$572.4B1102.04%
19
SCHWSCHWAB CHARLES CORP COM
6,904,327$540.5B1040.64%
20
PHPARKER-HANNIFIN CORP COM
846,899$514.8B991.19%
21
GEVGE VERNOVA INC COM
1,684,673$514.3B990.24%
22
NVDANVIDIA CORPORATION COM
4,699,643$509.3B980.71%
23
AMZNAMAZON COM INC COM
2,593,694$493.5B950.16%
24
UNPUNION PAC CORP COM
1,984,957$468.9B902.89%
25
TJXTJX COS INC NEW COM
3,741,794$455.8B877.52%
26
IVVISHARES TR CORE SP500 ETF
792,729$445.4B857.65%
27
VOOVANGUARD INDEX FDS SP 500 ETF SHS
860,550$442.2B851.51%
28
AQLTISHARES TR CORE MSCI EAFE
5,755,495$435.4B838.34%
29
ABBVABBVIE INC COM
2,023,542$424.0B816.33%
30
DISDISNEY WALT CO COM
4,242,266$418.7B806.20%
31
VVISA INC COM CL A
1,109,185$388.7B748.46%
32
TELTE CONNECTIVITY PLC ORD SHS
2,626,731$371.2B714.74%
33
SPYSPDR SP 500 ETF TR TR UNIT
616,839$345.1B664.38%
34
AVGOBROADCOM INC COM
2,038,320$341.3B657.10%
35
OMCOMNICOM GROUP INC COM
3,896,270$323.0B621.99%
36
GOOGLALPHABET INC CAP STK CL A
2,058,300$318.3B612.86%
37
DHRDANAHER CORPORATION COM
1,441,706$295.5B569.06%
38
MAMASTERCARD INCORPORATED CL A
539,098$295.5B568.95%
39
PGPROCTER AND GAMBLE CO COM
1,702,004$290.1B558.48%
40
VGSHVANGUARD SCOTTSDALE FDS SHORT TERM TREAS
4,852,865$284.8B548.39%
41
CVXCHEVRON CORP NEW COM
1,696,911$283.9B546.58%
42
WFCWELLS FARGO CO NEW COM
3,759,194$269.9B519.62%
43
VCITVANGUARD SCOTTSDALE FDS INT-TERM CORP
3,274,661$267.7B515.51%
44
BACBANK AMERICA CORP COM
6,368,808$265.8B511.72%
45
ABTABBOTT LABS COM
1,979,286$262.6B505.53%
46
BIVVANGUARD BD INDEX FDS INTERMED TERM
3,375,737$258.5B497.69%
47
VTVVANGUARD INDEX FDS VALUE ETF
1,414,704$244.4B470.53%
48
IEFISHARES TR 7-10 YR TRSY BD
2,530,645$241.3B464.70%
49
KMXCARMAX INC COM
3,093,632$241.1B464.14%
50
UNHUNITEDHEALTH GROUP INC COM
437,977$229.4B441.68%
51
EXPDEXPEDITORS INTL WASH INC COM
1,845,102$221.9B427.20%
52
LLYELI LILLY CO COM
260,718$215.3B414.60%
53
VWOVANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF
4,677,575$211.7B407.63%
54
VTIVANGUARD INDEX FDS TOTAL STK MKT
759,147$208.6B401.73%
55
WMTWALMART INC COM
2,274,229$199.7B384.42%
56
CSCOCISCO SYS INC COM
3,231,117$199.4B383.92%
57
IJHISHARES TR CORE SP MCP ETF
3,387,020$197.6B380.53%
58
FISVFISERV INC COM
812,169$179.4B345.33%
59
BLKBLACKROCK INC COM
184,521$174.6B336.27%
60
VUGVANGUARD INDEX FDS GROWTH ETF
461,203$171.0B329.29%
61
NDQINVESCO QQQ TR UNIT SER 1
363,812$170.6B328.48%
62
MCDMCDONALDS CORP COM
542,628$169.5B326.36%
63
VEUVANGUARD INTL EQUITY INDEX F ALLWRLD EX US
2,682,452$162.7B313.30%
64
XOMEXXON MOBIL CORP COM
1,365,891$162.4B312.78%
65
VBVANGUARD INDEX FDS SMALL CP ETF
697,258$154.6B297.70%
66
EFVISHARES TR EAFE VALUE ETF
2,579,401$152.0B292.72%
67
DFACDIMENSIONAL ETF TRUST US CORE EQUITY 2
4,592,120$151.5B291.69%
68
ADPAUTOMATIC DATA PROCESSING IN COM
491,434$150.1B289.10%
69
PEPPEPSICO INC COM
958,867$143.8B276.82%
70
VOVANGUARD INDEX FDS MID CAP ETF
533,749$138.0B265.78%
71
SPGISP GLOBAL INC COM
265,001$134.6B259.25%
72
CATCATERPILLAR INC COM
405,975$133.9B257.80%
73
SYKSTRYKER CORPORATION COM
359,400$133.8B257.60%
74
PAYXPAYCHEX INC COM
857,665$132.3B254.77%
75
SBUXSTARBUCKS CORP COM
1,348,463$132.3B254.68%
76
MRKMERCK CO INC COM
1,438,922$129.2B248.68%
77
SPSBSPDR SER TR PORTFOLIO SHORT
4,125,700$124.2B239.11%
78
IBMINTERNATIONAL BUSINESS MACHS COM
497,048$123.6B237.98%
79
SHWSHERWIN WILLIAMS CO COM
351,555$122.8B236.37%
80
SCHDSCHWAB STRATEGIC TR US DIVIDEND EQ
4,388,473$122.7B236.25%
81
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
736,655$122.3B235.45%
82
USBUS BANCORP DEL COM NEW
2,877,579$121.5B233.92%
83
VIGVANGUARD SPECIALIZED FUNDS DIV APP ETF
609,741$118.3B227.75%
84
QCOMQUALCOMM INC COM
766,053$117.7B226.57%
85
IEMGISHARES INC CORE MSCI EMKT
2,179,512$117.6B226.49%
86
IWMISHARES TR RUSSELL 2000 ETF
578,874$115.5B222.35%
87
BRBROADRIDGE FINL SOLUTIONS IN COM
474,743$115.1B221.63%
88
ACNACCENTURE PLC IRELAND SHS CLASS A
361,408$112.8B217.14%
89
ITWILLINOIS TOOL WKS INC COM
447,189$110.9B213.54%
90
EFAISHARES TR MSCI EAFE ETF
1,334,869$109.1B210.06%
91
IAU*ISHARES GOLD TR ISHARES NEW
1,840,021$108.5B208.89%
92
CPRTCOPART INC COM
1,890,124$107.0B205.95%
93
BACVERIZON COMMUNICATIONS INC COM
2,349,606$106.6B205.21%
94
TMOTHERMO FISHER SCIENTIFIC INC COM
212,811$105.9B203.89%
95
CRMSALESFORCE INC COM
386,423$103.7B199.67%
96
RTXRTX CORPORATION COM
767,675$101.7B195.79%
97
TSLATESLA INC COM
380,284$98.6B189.76%
98
MDTMEDTRONIC PLC SHS
1,085,398$97.5B187.79%
99
PCARPACCAR INC COM
997,988$97.2B187.10%
100
AMGNAMGEN INC COM
309,198$96.3B185.48%
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