Baron Wealth Management LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$227.6B
Holdings
210
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (210 positions)
| Stock | Value |
|---|---|
QUALISHARES TR | $50.3M |
IJRISHARES TR | $23.9M |
MFSIMFS ACTIVE EXCHANGE TRADED F | $12.0M |
DIVIFRANKLIN TEMPLETON ETF TR | $11.4M |
SNASNAP ON INC | $8.1M |
AAPLAPPLE INC | $7.1M |
RIVNRIVIAN AUTOMOTIVE INC | $7.0M |
SPYSPDR S&P 500 ETF TR | $4.8M |
VIGVANGUARD SPECIALIZED FUNDS | $3.6M |
MSFTMICROSOFT CORP | $3.3M |
IVWISHARES TR | $2.7M |
VEAVANGUARD TAX-MANAGED FDS | $2.6M |
JNJJOHNSON & JOHNSON | $2.2M |
AMZNAMAZON COM INC | $2.2M |
NVDANVIDIA CORPORATION | $1.9M |
FFORD MTR CO | $1.5M |
VVISA INC | $1.4M |
JPMJPMORGAN CHASE & CO. | $1.2M |
NDQINVESCO QQQ TR | $1.2M |
NFLXNETFLIX INC | $1.2M |
LOWLOWES COS INC | $1.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.1M |
SPGIS&P GLOBAL INC | $1.1M |
PGPROCTER AND GAMBLE CO | $1.0M |
VOOVANGUARD INDEX FDS | $1.0M |
ADIANALOG DEVICES INC | $1.0M |
CRMSALESFORCE INC | $1.0M |
EFAISHARES TR | $1.0M |
HEIHEICO CORP NEW | $1.0M |
CVXCHEVRON CORP NEW | $1.0M |
TSLATESLA INC | $959K |
TYLTYLER TECHNOLOGIES INC | $930K |
SDVYFIRST TR EXCHANGE-TRADED FD | $833K |
GOOGLALPHABET INC | $831K |
FASTFASTENAL CO | $811K |
XOMEXXON MOBIL CORP | $799K |
FIVEFIVE BELOW INC | $788K |
UNHUNITEDHEALTH GROUP INC | $778K |
PHPARKER-HANNIFIN CORP | $777K |
NOWSERVICENOW INC | $771K |
LINLINDE PLC | $766K |
GILDGILEAD SCIENCES INC | $758K |
IWRISHARES TR | $758K |
GOOGALPHABET INC | $751K |
WMTWALMART INC | $724K |
ABTABBOTT LABS | $714K |
MAMASTERCARD INCORPORATED | $707K |
VRSKVERISK ANALYTICS INC | $693K |
ARDTARDENT HEALTH PARTNERS INC | $683K |
DBDEUTSCHE BANK A G | $664K |
IWMISHARES TR | $649K |
CSCOCISCO SYS INC | $641K |
VOVANGUARD INDEX FDS | $626K |
CBCHUBB LIMITED | $624K |
CSGPCOSTAR GROUP INC | $618K |
BWABORGWARNER INC | $609K |
OEFISHARES TR | $606K |
TRVTRAVELERS COMPANIES INC | $588K |
VEEVVEEVA SYS INC | $587K |
DHRDANAHER CORPORATION | $579K |
PAYXPAYCHEX INC | $573K |
ECLECOLAB INC | $572K |
DWDMORGAN STANLEY | $561K |
TMOTHERMO FISHER SCIENTIFIC INC | $559K |
METAMETA PLATFORMS INC | $550K |
BACBANK AMERICA CORP | $535K |
VTVVANGUARD INDEX FDS | $531K |
RBARB GLOBAL INC | $525K |
AFLAFLAC INC | $524K |
ROLROLLINS INC | $524K |
MCDMCDONALDS CORP | $523K |
LLYELI LILLY & CO | $518K |
WRBBERKLEY W R CORP | $512K |
SANBANCO SANTANDER S.A. | $512K |
CITCINTAS CORP | $508K |
WFCWELLS FARGO CO NEW | $501K |
BCSBARCLAYS PLC | $492K |
ABBVABBVIE INC | $487K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $467K |
SYKSTRYKER CORPORATION | $457K |
MOALTRIA GROUP INC | $455K |
SAPSAP SE | $455K |
SHELSHELL PLC | $451K |
MMM3M CO | $450K |
CATCATERPILLAR INC | $435K |
GKDGRAND CANYON ED INC | $434K |
MMYTMAKEMYTRIP LIMITED MAURITIUS | $430K |
NWGNATWEST GROUP PLC | $429K |
WSTWEST PHARMACEUTICAL SVSC INC | $416K |
RTXRTX CORPORATION | $414K |
SONYSONY GROUP CORP | $410K |
NEENEXTERA ENERGY INC | $396K |
MFCMANULIFE FINL CORP | $393K |
IGFISHARES TR | $389K |
UNPUNION PAC CORP | $387K |
AVGOBROADCOM INC | $381K |
ALSALLSTATE CORP | $380K |
DUKDUKE ENERGY CORP NEW | $379K |
LIILENNOX INTL INC | $372K |
AKXANSYS INC | $370K |
Page 1 of 3Next