Baron Wealth Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BW Baron Wealth Management LLC | Institutional Filer | ▲ 3.05% | $334.4M | 279 |
Current Portfolio Holdings
Showing all 279 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | QUAL | ISHARES TR | — | 281K | $53.8M | 16.10% |
| 2 | DIVI | FRANKLIN TEMPLETON ETF TR | — | 740K | $29.4M | 8.81% |
| 3 | MFSI | MFS ACTIVE EXCHANGE TRADED F | — | 974K | $29.0M | 8.66% |
| 4 | IJR | ISHARES TR | — | 172K | $21.4M | 6.40% |
| 5 | AAPL | Apple Inc. | Technology | 57K | $14.4M | 4.31% |
| 6 | SNA | Snap-on Incorporated | Industrials | 24K | $8.9M | 2.66% |
| 7 | SDVY | FIRST TR EXCHANGE TRADED FD | — | 188K | $7.4M | 2.22% |
| 8 | IVOG | VANGUARD ADMIRAL FDS INC | — | 50K | $6.3M | 1.88% |
| 9 | SPY | SPDR S&P 500 ETF Trust | — | 8K | $5.5M | 1.65% |
| 10 | RIVN | Rivian Automotive, Inc. | Consumer Cyclical | 314K | $4.7M | 1.41% |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | — | 20K | $4.2M | 1.26% |
| 12 | NVDA | NVIDIA Corporation | Technology | 23K | $4.0M | 1.19% |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | — | 52K | $3.3M | 0.99% |
| 14 | MSFT | Microsoft Corporation | Technology | 9K | $3.2M | 0.97% |
| 15 | IVW | ISHARES TR | — | 28K | $3.2M | 0.96% |
Showing 1 to 15 of 279 holdings