Baron Wealth Management LLC Top Holdings and 13F Report (2024) → Obama’s Forever Term [exposed] (From Porter & Company) (Ad) About Baron Wealth Management LLCInvestment ActivityBaron Wealth Management LLC has $188.35 million in total holdings as of March 31, 2024.Baron Wealth Management LLC owns shares of 181 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 4.06% of the portfolio was purchased this quarter.About 3.82% of the portfolio was sold this quarter.This quarter, Baron Wealth Management LLC has purchased 176 new stocks and bought additional shares in 54 stocks.Baron Wealth Management LLC sold shares of 64 stocks and completely divested from 11 stocks this quarter.Largest Holdings iShares MSCI USA Quality Factor ETF $49,987,880iShares Core S&P Small-Cap ETF $22,339,176Rivian Automotive $6,175,285Snap-on $6,138,567Apple $5,358,217 Largest New Holdings this Quarter MakeMyTrip $328,657 HoldingKinsale Capital Group $309,597 HoldingExxon Mobil $297,095 HoldingM&T Bank $265,283 HoldingThe Cigna Group $263,685 Holding Largest Purchases this Quarter iShares Core S&P Small-Cap ETF 7,856 shares (about $868.24K)MakeMyTrip 4,626 shares (about $328.66K)Kinsale Capital Group 590 shares (about $309.60K)Walmart 5,028 shares (about $302.56K)Exxon Mobil 2,556 shares (about $297.10K) Largest Sales this Quarter General Motors 13,997 shares (about $634.76K)iShares MSCI USA Quality Factor ETF 2,675 shares (about $439.64K)PIMCO Enhanced Short Maturity Exchange-Traded Fund 3,208 shares (about $322.53K)Meta Platforms 588 shares (about $285.55K)Apple 1,291 shares (about $221.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaron Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQUALiShares MSCI USA Quality Factor ETF$49,987,880$439,636 ▼-0.9%304,15526.5%ETFIJRiShares Core S&P Small-Cap ETF$22,339,176$868,245 ▲4.0%202,12811.9%ETFRIVNRivian Automotive$6,175,2850.0%563,9533.3%Auto/Tires/TrucksSNASnap-on$6,138,5670.0%20,7233.3%Consumer DiscretionaryAAPLApple$5,358,217$221,380 ▼-4.0%31,2472.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,519,600$6,276 ▼-0.1%8,6412.4%FinanceMSFTMicrosoft$3,548,4780.0%8,4341.9%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$3,436,836$45,834 ▼-1.3%18,8211.8%ETFVEAVanguard FTSE Developed Markets ETF$3,416,412$271,669 ▲8.6%68,0971.8%ETFFFord Motor$2,602,678$260,168 ▲11.1%195,9851.4%Auto/Tires/TrucksIVWiShares S&P 500 Growth ETF$2,470,635$170,316 ▼-6.4%29,2591.3%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,417,192$322,534 ▼-11.8%24,0421.3%ETFNVDANVIDIA$1,804,410$119,270 ▲7.1%1,9971.0%Computer and TechnologyAMZNAmazon.com$1,708,657$43,650 ▲2.6%9,4730.9%Retail/WholesaleFIVEFive Below$1,702,795$73,278 ▼-4.1%9,3880.9%Retail/WholesaleJNJJohnson & Johnson$1,687,339$9,807 ▲0.6%10,6670.9%MedicalVOOVanguard S&P 500 ETF$1,306,760$104,810 ▼-7.4%2,7180.7%ETFBAXBaxter International$1,225,142$855 ▲0.1%28,6650.7%MedicalQQQInvesco QQQ$1,207,629$888 ▲0.1%2,7200.6%FinanceCVXChevron$1,190,042$48,428 ▲4.2%7,5440.6%Oils/EnergyGMGeneral Motors$1,057,057$634,760 ▼-37.5%23,3090.6%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$1,001,061$143,009 ▲16.7%4,9980.5%FinanceCRMSalesforce$996,002$99,088 ▲11.0%3,3070.5%Computer and TechnologyPGProcter & Gamble$995,015$1,785 ▲0.2%6,1330.5%Consumer StaplesADIAnalog Devices$991,3310.0%5,0120.5%Computer and TechnologyEFAiShares MSCI EAFE ETF$981,8860.0%12,2950.5%FinanceVVisa$935,219$109,960 ▲13.3%3,3510.5%Business ServicesLOWLowe's Companies$857,457$28,021 ▼-3.2%3,3660.5%Retail/WholesaleCSGPCoStar Group$815,690$869 ▼-0.1%8,4440.4%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$763,817$6,643 ▼-0.9%9,0830.4%ETFGOOGLAlphabet$755,254$19,621 ▼-2.5%5,0040.4%Computer and TechnologyLINDE PLC$741,525$23,216 ▼-3.0%1,5970.4%SHSUNHUnitedHealth Group$737,117$17,810 ▲2.5%1,4900.4%MedicalDHRDanaher$736,927$2,997 ▼-0.4%2,9510.4%Multi-Sector ConglomeratesHEIHEICO$726,7550.0%3,8050.4%AerospaceTMOThermo Fisher Scientific$725,351$1,744 ▼-0.2%1,2480.4%MedicalFASTFastenal$707,938$2,160 ▲0.3%9,1770.4%Retail/WholesaleWSTWest Pharmaceutical Services$700,4070.0%1,7700.4%MedicalSPGIS&P Global$693,071$1,276 ▲0.2%1,6290.4%Business ServicesGOOGAlphabet$685,475$2,741 ▼-0.4%4,5020.4%Computer and TechnologyNOWServiceNow$683,1100.0%8960.4%Computer and TechnologyBWABorgWarner$680,9040.0%19,6000.4%Auto/Tires/TrucksIWMiShares Russell 2000 ETF$677,316$65,397 ▼-8.8%3,2210.4%FinanceTYLTyler Technologies$623,915$2,125 ▲0.3%1,4680.3%Computer and TechnologyVEEVVeeva Systems$616,2950.0%2,6600.3%Computer and TechnologyONOnsemi$609,362$515 ▼-0.1%8,2850.3%Computer and TechnologyGLOBGlobant$604,2870.0%2,9930.3%Computer and TechnologyVOVanguard Mid-Cap ETF$601,380$79,201 ▲15.2%2,4070.3%ETFVRSKVerisk Analytics$555,149$943 ▼-0.2%2,3550.3%Business ServicesOEFiShares S&P 100 ETF$553,2090.0%2,2360.3%ETFROLRollins$549,6410.0%11,8790.3%ConstructionMSIMotorola Solutions$525,725$15,619 ▼-2.9%1,4810.3%Computer and TechnologyBRK.BBerkshire Hathaway$513,4550.0%1,2210.3%FinanceSAIASaia$508,9500.0%8700.3%TransportationIDXXIDEXX Laboratories$504,295$540 ▼-0.1%9340.3%MedicalTSMTaiwan Semiconductor Manufacturing$496,446$162,716 ▼-24.7%3,6490.3%Computer and TechnologyDISWalt Disney$496,319$29,001 ▲6.2%4,0560.3%Consumer DiscretionaryABBVAbbVie$482,988$129,671 ▲36.7%2,6520.3%MedicalVTVVanguard Value ETF$482,973$218,527 ▲82.6%2,9660.3%ETFMEDPMedpace$482,9590.0%1,1950.3%MedicalNFLXNetflix$482,220$131,183 ▲37.4%7940.3%Consumer DiscretionarySCHWCharles Schwab$479,708$868 ▼-0.2%6,6310.3%FinanceAIGAmerican International Group$455,902$98,497 ▼-17.8%5,8320.2%FinanceTJXTJX Companies$455,076$1,014 ▼-0.2%4,4870.2%Retail/WholesaleCRWDCrowdStrike$452,032$84,315 ▲22.9%1,4100.2%Computer and TechnologyCBChubb$446,230$32,910 ▲8.0%1,7220.2%FinanceSHELShell$438,6430.0%6,5430.2%Oils/EnergyANSSANSYS$425,9650.0%1,2270.2%Computer and TechnologyMSMorgan Stanley$422,266$282 ▲0.1%4,4850.2%FinanceWRBW. R. Berkley$419,215$2,299 ▼-0.5%4,7400.2%FinanceWMTWalmart$418,332$302,557 ▲261.3%6,9520.2%Retail/WholesalePHParker-Hannifin$411,440$1,668 ▼-0.4%7400.2%Industrial ProductsRBARB Global$410,023$116,692 ▼-22.2%5,3830.2%Business ServicesNEENextEra Energy$404,630$50,683 ▲14.3%6,3310.2%UtilitiesCATCaterpillar$401,2480.0%1,0950.2%Industrial ProductsAZNAstraZeneca$398,844$19,851 ▲5.2%5,8870.2%MedicalPAYCPaycom Software$398,219$106,072 ▲36.3%2,0010.2%Computer and TechnologySYKStryker$394,8650.0%1,1030.2%MedicalBSXBoston Scientific$393,681$959 ▼-0.2%5,7480.2%MedicalPAYXPaychex$392,127$53,544 ▲15.8%3,1930.2%Business ServicesCSCOCisco Systems$391,765$8,934 ▲2.3%7,8490.2%Computer and TechnologyCVSCVS Health$390,838$25,684 ▲7.0%4,9000.2%Retail/WholesaleSAPSAP$389,8650.0%1,9990.2%Computer and TechnologySBUXStarbucks$389,552$2,741 ▼-0.7%4,2630.2%Retail/WholesaleFISFidelity National Information Services$389,534$113,203 ▲41.0%5,2510.2%Business ServicesEOGEOG Resources$388,393$8,821 ▲2.3%3,0380.2%Oils/EnergyFNDFloor & Decor$368,5100.0%2,8430.2%ConstructionDVNDevon Energy$367,819$25,090 ▼-6.4%7,3300.2%Oils/EnergyFMXFomento Económico Mexicano$361,7600.0%2,7770.2%Consumer StaplesSHViShares Short Treasury Bond ETF$358,813$68,645 ▼-16.1%3,2460.2%ETFNVONovo Nordisk A/S$357,722$48,278 ▲15.6%2,7860.2%MedicalVTEBVanguard Tax-Exempt Bond ETF$355,2900.0%7,0220.2%ETFUNPUnion Pacific$352,8580.0%1,4350.2%TransportationCMAComerica$351,397$1,430 ▲0.4%6,3900.2%FinanceDGDollar General$350,667$31,524 ▲9.9%2,2470.2%Retail/WholesaleLLYEli Lilly and Company$346,394$29,580 ▲9.3%4450.2%MedicalLOPEGrand Canyon Education$346,110$104,609 ▼-23.2%2,5410.2%Consumer DiscretionaryALCAlcon$344,654$167 ▲0.0%4,1380.2%MedicalSIGISelective Insurance Group$340,6100.0%3,1200.2%FinanceMAMastercard$340,000$31,785 ▲10.3%7060.2%Business ServicesCOPConocoPhillips$339,462$220,071 ▼-39.3%2,6670.2%Oils/EnergyIGFiShares Global Infrastructure ETF$337,653$10,095 ▼-2.9%7,0910.2%ManufacturingDLTRDollar Tree$330,079$4,927 ▼-1.5%2,4790.2%Retail/WholesaleMMYTMakeMyTrip$328,657$328,657 ▲New Holding4,6260.2%Computer and TechnologySNYSanofi$325,912$39,123 ▲13.6%6,7060.2%MedicalRTXRTX$325,389$214,488 ▼-39.7%3,3360.2%AerospaceMCKMcKesson$323,728$20,401 ▼-5.9%6030.2%MedicalAFLAflac$319,6770.0%3,7230.2%FinanceFIFiserv$319,320$18,699 ▼-5.5%1,9980.2%Business ServicesWFCWells Fargo & Company$319,203$63,238 ▼-16.5%5,5070.2%FinanceZTSZoetis$318,286$5,753 ▼-1.8%1,8810.2%MedicalMRKMerck & Co., Inc.$316,689$40,246 ▼-11.3%2,4000.2%MedicalKNSLKinsale Capital Group$309,597$309,597 ▲New Holding5900.2%FinanceLIILennox International$308,408$1,466 ▼-0.5%6310.2%ConstructionMFCManulife Financial$308,034$25 ▲0.0%12,3260.2%FinanceHONHoneywell International$306,674$25,864 ▲9.2%1,4940.2%Multi-Sector ConglomeratesBBVABanco Bilbao Vizcaya Argentaria$305,436$22,141 ▲7.8%25,7970.2%FinanceSTZConstellation Brands$303,817$2,446 ▼-0.8%1,1180.2%Consumer StaplesJBLJabil$301,6560.0%2,2520.2%Computer and TechnologyTTDTrade Desk$301,5120.0%3,4490.2%Computer and TechnologyALGNAlign Technology$297,0960.0%9060.2%MedicalXOMExxon Mobil$297,095$297,095 ▲New Holding2,5560.2%Oils/EnergyMUMicron Technology$296,495$61,657 ▼-17.2%2,5150.2%Computer and TechnologyAEISAdvanced Energy Industries$293,3960.0%2,8770.2%Computer and TechnologyHALHalliburton$288,476$749 ▼-0.3%7,3180.2%Oils/EnergyENSGThe Ensign Group$287,9080.0%2,3140.2%MedicalDDDuPont de Nemours$285,519$4,447 ▼-1.5%3,7240.2%Basic MaterialsPEPPepsiCo$284,227$21,177 ▲8.1%1,6240.2%Consumer StaplesNSITInsight Enterprises$277,3520.0%1,4950.1%Retail/WholesaleMAAMid-America Apartment Communities$276,612$8,290 ▲3.1%2,1020.1%FinanceUSBU.S. Bancorp$269,245$32,767 ▲13.9%6,0230.1%FinanceISRGIntuitive Surgical$266,991$798 ▼-0.3%6690.1%MedicalWKWorkiva$266,6110.0%3,1440.1%Computer and TechnologyMTBM&T Bank$265,283$265,283 ▲New Holding1,8240.1%FinanceCIThe Cigna Group$263,685$263,685 ▲New Holding7260.1%MedicalICEIntercontinental Exchange$263,339$550 ▼-0.2%1,9160.1%FinanceMETAMeta Platforms$263,207$285,546 ▼-52.0%5420.1%Computer and TechnologyDUKDuke Energy$255,137$23,212 ▲10.0%2,6380.1%UtilitiesASMLASML$252,322$252,322 ▲New Holding2600.1%Computer and TechnologyBLBlackLine$242,8210.0%3,7600.1%Computer and TechnologyULTAUlta Beauty$242,616$16,209 ▼-6.3%4640.1%Retail/WholesaleAMTAmerican Tower$240,079$7,904 ▲3.4%1,2150.1%FinanceBALLBall$239,532$7,342 ▼-3.0%3,5560.1%Industrial ProductsGSThe Goldman Sachs Group$238,9480.0%5720.1%FinanceCMCSAComcast$237,224$206,834 ▼-46.6%5,4720.1%Consumer DiscretionaryRGAReinsurance Group of America$236,471$236,471 ▲New Holding1,2260.1%FinanceBAHBooz Allen Hamilton$236,168$2,672 ▲1.1%1,5910.1%Business ServicesHDBHDFC Bank$235,578$10,131 ▼-4.1%4,2090.1%FinanceQCOMQUALCOMM$234,8300.0%1,3870.1%Computer and TechnologyORCLOracle$233,513$6,909 ▼-2.9%1,8590.1%Computer and TechnologyFDSFactSet Research Systems$232,1970.0%5110.1%Business ServicesKVUEKenvue$231,949$45,218 ▼-16.3%10,8080.1%Consumer StaplesSONYSony Group$231,6690.0%2,7020.1%Consumer DiscretionaryTRVTravelers Companies$230,422$230,422 ▲New Holding1,0010.1%FinanceCSLCarlisle Companies$229,232$229,232 ▲New Holding5850.1%Multi-Sector ConglomeratesDOVDover$228,398$17,896 ▼-7.3%1,2890.1%Industrial ProductsALLAllstate$228,207$27,855 ▼-10.9%1,3190.1%FinanceAPDAir Products and Chemicals$227,734$11,387 ▼-4.8%9400.1%Basic MaterialsHLNHaleon$227,1330.0%26,7530.1%MedicalNOCNorthrop Grumman$226,893$8,138 ▲3.7%4740.1%AerospaceEQREquity Residential$225,960$18,367 ▲8.8%3,5800.1%FinanceTFCTruist Financial$222,712$39 ▲0.0%5,7140.1%FinanceVZVerizon Communications$220,062$220,062 ▲New Holding5,2450.1%Computer and TechnologyITGartner$219,745$9,533 ▼-4.2%4610.1%Business ServicesTELTE Connectivity$218,319$291 ▼-0.1%1,5030.1%Computer and TechnologyPNCThe PNC Financial Services Group$217,866$1,131 ▼-0.5%1,3480.1%FinanceADPAutomatic Data Processing$216,824$216,824 ▲New Holding8680.1%Business ServicesHDHome Depot$216,533$216,533 ▲New Holding5640.1%Retail/WholesaleCLXClorox$216,2070.0%1,4120.1%Consumer StaplesGPCGenuine Parts$212,564$212,564 ▲New Holding1,3720.1%Auto/Tires/TrucksCTSHCognizant Technology Solutions$211,4620.0%2,8850.1%Computer and TechnologyGWREGuidewire Software$209,611$209,611 ▲New Holding1,7960.1%Computer and TechnologyMCDMcDonald's$205,026$1,692 ▼-0.8%7270.1%Retail/WholesalePRVAPrivia Health Group$201,5420.0%10,2880.1%MedicalTDYTeledyne Technologies$201,3510.0%4690.1%AerospaceMMM3M$201,027$201,027 ▲New Holding1,8950.1%Multi-Sector ConglomeratesCAGConagra Brands$200,515$200,515 ▲New Holding6,7650.1%Consumer StaplesSANBanco Santander$153,559$7,294 ▲5.0%31,7270.1%FinanceABEVAmbev$95,1380.0%38,3620.1%Consumer StaplesQSQuantumScape$78,2850.0%12,4460.0%Auto/Tires/TrucksBIRDAllbirds$13,3610.0%19,2500.0%Retail/WholesaleWBAWalgreens Boots Alliance$0$397,107 ▼-100.0%00.0%Retail/WholesaleKTBKontoor Brands$0$397,089 ▼-100.0%00.0%Consumer DiscretionaryECLEcolab$0$322,120 ▼-100.0%00.0%Basic MaterialsBABoeing$0$318,787 ▼-100.0%00.0%AerospaceBHPBHP Group$0$291,479 ▼-100.0%00.0%Basic MaterialsTSLATesla$0$272,583 ▼-100.0%00.0%Auto/Tires/TrucksADMArcher-Daniels-Midland$0$251,188 ▼-100.0%00.0%Consumer StaplesAMNAMN Healthcare Services$0$220,746 ▼-100.0%00.0%MedicalLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$214,325 ▼-100.0%00.0%FinanceRIORio Tinto Group$0$213,179 ▼-100.0%00.0%Basic MaterialsHOFTHooker Furnishings$0$206,632 ▼-100.0%00.0%Consumer Discretionary More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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