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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | QUALISHARES TR | 294,144 | $50.3B | 22.09% | |
| 2 | IJRISHARES TR | 228,959 | $23.9B | 10.52% | |
| 3 | MFSIMFS ACTIVE EXCHANGE TRADED F | 468,096 | $12.0B | 5.29% | |
| 4 | DIVIFRANKLIN TEMPLETON ETF TR | 350,267 | $11.4B | 5.02% | |
| 5 | SNASNAP ON INC | 23,954 | $8.1B | 3.55% | |
| 6 | AAPLAPPLE INC | 32,095 | $7.1B | 3.13% | |
| 7 | RIVNRIVIAN AUTOMOTIVE INC | 563,953 | $7.0B | 3.08% | |
| 8 | SPYSPDR S&P 500 ETF TR | 8,663 | $4.8B | 2.13% | |
| 9 | VIGVANGUARD SPECIALIZED FUNDS | 18,505 | $3.6B | 1.58% | |
| 10 | MSFTMICROSOFT CORP | 8,706 | $3.3B | 1.44% | |
| 11 | IVWISHARES TR | 28,757 | $2.7B | 1.17% | |
| 12 | VEAVANGUARD TAX-MANAGED FDS | 50,601 | $2.6B | 1.13% | |
| 13 | JNJJOHNSON & JOHNSON | 13,157 | $2.2B | 0.96% | |
| 14 | AMZNAMAZON COM INC | 11,428 | $2.2B | 0.96% | |
| 15 | NVDANVIDIA CORPORATION | 17,825 | $1.9B | 0.85% | |
| 16 | FFORD MTR CO | 146,667 | $1.5B | 0.65% | |
| 17 | VVISA INC | 4,012 | $1.4B | 0.62% | |
| 18 | JPMJPMORGAN CHASE & CO. | 5,015 | $1.2B | 0.54% | |
| 19 | NDQINVESCO QQQ TR | 2,535 | $1.2B | 0.52% | |
| 20 | NFLXNETFLIX INC | 1,267 | $1.2B | 0.52% | |
| 21 | LOWLOWES COS INC | 4,979 | $1.2B | 0.51% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,142 | $1.1B | 0.50% | |
| 23 | SPGIS&P GLOBAL INC | 2,131 | $1.1B | 0.48% | |
| 24 | PGPROCTER AND GAMBLE CO | 6,097 | $1.0B | 0.46% | |
| 25 | VOOVANGUARD INDEX FDS | 2,006 | $1.0B | 0.45% | |
| 26 | ADIANALOG DEVICES INC | 5,037 | $1.0B | 0.45% | |
| 27 | CRMSALESFORCE INC | 3,753 | $1.0B | 0.44% | |
| 28 | EFAISHARES TR | 12,293 | $1.0B | 0.44% | |
| 29 | HEIHEICO CORP NEW | 3,758 | $1.0B | 0.44% | |
| 30 | CVXCHEVRON CORP NEW | 5,978 | $1.0B | 0.44% | |
| 31 | TSLATESLA INC | 3,699 | $958.6M | 0.42% | |
| 32 | TYLTYLER TECHNOLOGIES INC | 1,599 | $929.6M | 0.41% | |
| 33 | SDVYFIRST TR EXCHANGE-TRADED FD | 24,859 | $832.8M | 0.37% | |
| 34 | GOOGLALPHABET INC | 5,375 | $831.2M | 0.37% | |
| 35 | FASTFASTENAL CO | 10,455 | $810.8M | 0.36% | |
| 36 | XOMEXXON MOBIL CORP | 6,721 | $799.4M | 0.35% | |
| 37 | FIVEFIVE BELOW INC | 10,511 | $787.5M | 0.35% | |
| 38 | UNHUNITEDHEALTH GROUP INC | 1,486 | $778.3M | 0.34% | |
| 39 | PHPARKER-HANNIFIN CORP | 1,278 | $776.8M | 0.34% | |
| 40 | NOWSERVICENOW INC | 968 | $770.7M | 0.34% | |
| 41 | LINLINDE PLC | 1,646 | $766.5M | 0.34% | |
| 42 | GILDGILEAD SCIENCES INC | 6,768 | $758.4M | 0.33% | |
| 43 | IWRISHARES TR | 8,914 | $758.3M | 0.33% | |
| 44 | GOOGALPHABET INC | 4,810 | $751.5M | 0.33% | |
| 45 | WMTWALMART INC | 8,246 | $723.9M | 0.32% | |
| 46 | ABTABBOTT LABS | 5,380 | $713.7M | 0.31% | |
| 47 | MAMASTERCARD INCORPORATED | 1,289 | $706.6M | 0.31% | |
| 48 | VRSKVERISK ANALYTICS INC | 2,327 | $692.6M | 0.30% | |
| 49 | ARDTARDENT HEALTH PARTNERS INC | 49,683 | $683.1M | 0.30% | |
| 50 | DBDEUTSCHE BANK A G | 27,856 | $663.8M | 0.29% | |
| 51 | IWMISHARES TR | 3,254 | $649.1M | 0.29% | |
| 52 | CSCOCISCO SYS INC | 10,384 | $640.8M | 0.28% | |
| 53 | VOVANGUARD INDEX FDS | 2,419 | $625.7M | 0.27% | |
| 54 | CBCHUBB LIMITED | 2,067 | $624.3M | 0.27% | |
| 55 | CSGPCOSTAR GROUP INC | 7,795 | $617.6M | 0.27% | |
| 56 | BWABORGWARNER INC | 21,242 | $608.6M | 0.27% | |
| 57 | OEFISHARES TR | 2,236 | $605.6M | 0.27% | |
| 58 | TRVTRAVELERS COMPANIES INC | 2,224 | $588.1M | 0.26% | |
| 59 | VEEVVEEVA SYS INC | 2,536 | $587.4M | 0.26% | |
| 60 | DHRDANAHER CORPORATION | 2,823 | $578.7M | 0.25% | |
| 61 | PAYXPAYCHEX INC | 3,713 | $572.8M | 0.25% | |
| 62 | ECLECOLAB INC | 2,256 | $572.0M | 0.25% | |
| 63 | DWDMORGAN STANLEY | 4,810 | $561.2M | 0.25% | |
| 64 | TMOTHERMO FISHER SCIENTIFIC INC | 1,124 | $559.3M | 0.25% | |
| 65 | METAMETA PLATFORMS INC | 954 | $549.6M | 0.24% | |
| 66 | BACBANK AMERICA CORP | 12,816 | $534.8M | 0.23% | |
| 67 | VTVVANGUARD INDEX FDS | 3,075 | $531.2M | 0.23% | |
| 68 | RBARB GLOBAL INC | 5,236 | $525.2M | 0.23% | |
| 69 | AFLAFLAC INC | 4,716 | $524.3M | 0.23% | |
| 70 | ROLROLLINS INC | 9,699 | $524.0M | 0.23% | |
| 71 | MCDMCDONALDS CORP | 1,674 | $523.0M | 0.23% | |
| 72 | LLYELI LILLY & CO | 627 | $518.0M | 0.23% | |
| 73 | WRBBERKLEY W R CORP | 7,199 | $512.3M | 0.23% | |
| 74 | SANBANCO SANTANDER S.A. | 76,390 | $511.8M | 0.22% | |
| 75 | CITCINTAS CORP | 2,474 | $508.4M | 0.22% | |
| 76 | WFCWELLS FARGO CO NEW | 6,981 | $501.2M | 0.22% | |
| 77 | BCSBARCLAYS PLC | 32,049 | $492.3M | 0.22% | |
| 78 | ABBVABBVIE INC | 2,323 | $486.8M | 0.21% | |
| 79 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,814 | $467.1M | 0.21% | |
| 80 | SYKSTRYKER CORPORATION | 1,228 | $457.0M | 0.20% | |
| 81 | MOALTRIA GROUP INC | 7,584 | $455.2M | 0.20% | |
| 82 | SAPSAP SE | 1,695 | $455.0M | 0.20% | |
| 83 | SHELSHELL PLC | 6,155 | $451.0M | 0.20% | |
| 84 | MMM3M CO | 3,061 | $449.6M | 0.20% | |
| 85 | CATCATERPILLAR INC | 1,319 | $435.0M | 0.19% | |
| 86 | GKDGRAND CANYON ED INC | 2,508 | $433.9M | 0.19% | |
| 87 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 4,389 | $430.1M | 0.19% | |
| 88 | NWGNATWEST GROUP PLC | 35,969 | $428.8M | 0.19% | |
| 89 | WSTWEST PHARMACEUTICAL SVSC INC | 1,857 | $415.7M | 0.18% | |
| 90 | RTXRTX CORPORATION | 3,123 | $413.7M | 0.18% | |
| 91 | SONYSONY GROUP CORP | 16,143 | $409.9M | 0.18% | |
| 92 | NEENEXTERA ENERGY INC | 5,589 | $396.2M | 0.17% | |
| 93 | MFCMANULIFE FINL CORP | 12,612 | $392.9M | 0.17% | |
| 94 | IGFISHARES TR | 7,123 | $389.4M | 0.17% | |
| 95 | UNPUNION PAC CORP | 1,637 | $386.8M | 0.17% | |
| 96 | AVGOBROADCOM INC | 2,278 | $381.3M | 0.17% | |
| 97 | ALSALLSTATE CORP | 1,835 | $380.0M | 0.17% | |
| 98 | DUKDUKE ENERGY CORP NEW | 3,104 | $378.5M | 0.17% | |
| 99 | LIILENNOX INTL INC | 664 | $372.4M | 0.16% | |
| 100 | AKXANSYS INC | 1,168 | $369.7M | 0.16% |
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