Baird Financial Group, Inc. Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$52.3T

Holdings

1,746

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,746 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
5,420,868$2.3T4.37%
2
AAPLAPPLE COMPUTER INC
5,460,449$1.4T2.62%
3
GOOGALPHABET INC
6,206,337$1.2T2.26%
4
AAPLAPPLE INC
4,096,627$1.0T1.96%
5
HDHOME DEPOT INC
2,522,226$981.1B1.88%
6
IWFISHARES 1000 GROWTH RUSSELL
2,346,442$942.3B1.80%
7
JPMJPMORGAN CHASE CO
3,786,498$907.7B1.74%
8
IWDISHARES 1000 VALUE RUSSELL
4,587,970$849.4B1.62%
9
PGRPROGRESSIVE CORP OH
3,538,338$847.8B1.62%
10
METAMETA PLATFORMS INC
1,296,072$758.9B1.45%
11
BRK/BBERKSHIRE HATHAWAY INC
1,516,094$687.2B1.31%
12
IWRISHARES MIDCAP RUSSELL
7,701,180$680.8B1.30%
13
NVDANVIDIA CORP
4,828,410$648.4B1.24%
14
FASTFASTENAL CO
8,275,793$595.1B1.14%
15
JNJJOHNSON JOHNSON
3,930,324$568.4B1.09%
16
AMZNAMAZON COM INC
2,430,616$533.3B1.02%
17
JPMJ.P. MORGAN CHASE CO
2,180,203$522.6B1.00%
18
COSTCOSTCO WHSL CORP NEW
569,877$522.2B1.00%
19
GEVGE VERNOVA LLC
1,556,643$512.0B0.98%
20
GEGE AEROSPACE
3,042,562$507.5B0.97%
21
SCHWSCHWAB CHARLES CORP
6,378,897$472.1B0.90%
22
VOOVNGRD SP 500 NEW ETF
863,108$465.1B0.89%
23
ORLYO REILLY AUTOMOTIVE INC
385,160$456.7B0.87%
24
PHPARKERHANNIFIN CORP
716,883$456.0B0.87%
25
AVGOBROADCOM INC COM
1,904,525$441.5B0.84%
26
UNPUNION PACIFIC CORP
1,922,949$438.5B0.84%
27
VEAVANGUARD FTSE DEVELOPED
8,853,919$423.4B0.81%
28
BRK/BBERKSHIRE HATHAWAY INC DEL CL
918,312$416.3B0.80%
29
VEAVANGUARD TAXMANAGED FD EUROPE
8,434,100$403.3B0.77%
30
TJXTJX COS INC
3,160,540$381.8B0.73%
31
IJRISHARES TR SP SMALLCAP 600
3,240,853$373.4B0.71%
32
ABBVABBVIE INC
2,080,595$369.7B0.71%
33
SPYSP 500 DEPOSITARY RECEIPT
616,188$361.1B0.69%
34
TELTE CONNECTIVITY PLC
2,498,871$357.3B0.68%
35
GOOGLALPHABET INC CL A
1,884,769$356.8B0.68%
36
IVVISHARES TR SP 500 INDX FD
593,414$349.3B0.67%
37
VVISA INC CLASS A
1,091,173$344.9B0.66%
38
DISWALT DISNEY CO
2,765,317$307.9B0.59%
39
AQLTISHS CORE MSCI EAFE ETF
4,297,711$302.0B0.58%
40
PGPROCTER GAMBLE CO
1,662,663$278.7B0.53%
41
MAMASTERCARD INC CL A
502,646$264.7B0.51%
42
BIVVANGUARD BD INDEX FD INC INTER
3,201,778$239.3B0.46%
43
VTVVANGUARD VALUE ETF
1,390,677$235.4B0.45%
44
CVXCHEVRON CORPORATION
1,609,994$233.2B0.45%
45
KMXCARMAX INC
2,782,954$227.5B0.44%
46
IEFISHS 710Y TRSY ETF
2,427,606$224.4B0.43%
47
VGSHVANGUARD SHORT TERM
3,838,763$223.3B0.43%
48
OMCOMNICOM GROUP INC
2,578,473$221.9B0.42%
49
ABTABBOTT LABORATORIES
1,924,508$217.7B0.42%
50
UNHUNITEDHEALTH GROUP INC
416,151$210.5B0.40%
51
IJHISHS CORE SP MDCP ETF
3,331,858$207.6B0.40%
52
VCITVANGUARD INTERMEDIATE
2,489,204$199.8B0.38%
53
EXPDEXPEDITORS INTL WASH INC
1,760,546$195.0B0.37%
54
VTIVNGRD TTL STK MKT ETF
665,608$192.9B0.37%
55
MRKMERCK COMPANY INC
1,938,701$192.9B0.37%
56
WFCWELLS FARGO CO
2,713,796$190.6B0.36%
57
PEPPEPSICO INC
1,241,785$188.8B0.36%
58
IJRISHARES CORE SP
1,622,894$187.0B0.36%
59
TSLATESLA INC
453,113$183.0B0.35%
60
BACBANK OF AMERICA CORP
4,118,812$181.0B0.35%
61
VUGVNGRD GROWTH ETF
437,517$179.6B0.34%
62
LLYLILLY ELI CO
231,705$178.9B0.34%
63
BLKBLACKROCK INC COM
173,908$178.3B0.34%
64
FISVFISERV INC
862,131$177.1B0.34%
65
WMTWAL MART STORES INC
1,909,400$172.5B0.33%
66
USBU S BANCORP DE
3,599,083$172.1B0.33%
67
VWOVANGUARD FTSE EMERGING
3,747,391$165.0B0.32%
68
MCDMCDONALDS CORP
566,821$164.3B0.31%
69
NDQINVESCO QQQ 1 ETF
315,252$161.2B0.31%
70
DFACDIMENSIONAL ETF TRUST US CORE
4,638,973$160.5B0.31%
71
CSCOCISCO SYS INC
2,666,489$157.9B0.30%
72
CATCATERPILLAR INC
403,017$146.2B0.28%
73
ETNEATON CORP PLC
423,540$140.6B0.27%
74
VBVANGRD INDEX SML CAP ETF
563,721$135.5B0.26%
75
USBU S BANCORP
2,827,648$135.2B0.26%
76
EFVISHARES TR MSCI VALUE INDEX IN
2,539,844$133.3B0.25%
77
SPGISP GLOBAL INC
266,670$132.8B0.25%
78
SBUXSTARBUCKS CORP
1,445,615$131.9B0.25%
79
PAYXPAYCHEX INC
931,758$130.7B0.25%
80
VOVNGRD MID CAP ETF
484,696$128.0B0.24%
81
ADPAUTOMATIC DATA PROCESSING INC.
434,965$127.3B0.24%
82
XOMEXXON MOBIL CORPORATION
1,183,580$127.3B0.24%
83
VEUVANGUARD INTL INDEX ETF
2,146,044$123.2B0.24%
84
VIGVANGUARD SPCLZD DIV ETF
622,434$121.9B0.23%
85
SHWSHERWIN WILLIAMS CO
354,065$120.4B0.23%
86
SCHDSCHWAB U S DIVIDEND EQUITY ETF
4,389,184$119.9B0.23%
87
SYKSTRYKER CORP
330,048$118.8B0.23%
88
BRBROADRIDGE FINL SOLUTIONS INC
524,401$118.6B0.23%
89
SPSBSPDR BRCLY ST CORP ETF
3,891,514$116.2B0.22%
90
QCOMQUALCOMM INC
750,665$115.3B0.22%
91
ITWILLINOIS TOOL WORKS INC
454,761$115.3B0.22%
92
IWMISHARES 2000 INDEX RUSSELL
515,713$114.0B0.22%
93
IBMINTL BUSINESS MACHS CORP
499,286$109.8B0.21%
94
CRMSALESFORCE COM INC
326,660$109.2B0.21%
95
ACNACCENTURE PLC IRELAND CLASS A
309,379$108.8B0.21%
96
TMOTHERMO FISHER SCIENTIFIC INC
208,063$108.2B0.21%
97
PCARPACCAR INC
1,025,721$106.7B0.20%
98
CPRTCOPART INC
1,845,275$105.9B0.20%
99
NOWSERVICENOW INC
95,237$101.0B0.19%
100
IVVISHARES
171,361$100.9B0.19%
Page 1 of 27Next