13F HOLDINGS REPORT
Baron Wealth Management LLC
Quarter ended Q4 2024 · Filed January 23, 2025 · Accession 0001968507-25-000001
Total Value
$212.5M
Positions
193
Other Managers
0
Confidential Omitted
No
Holdings (193)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F339 | 303,537 | $54.1M | 25.44% |
| 2 | ISHARES TR | 464287804 | 230,855 | $26.6M | 12.52% |
| 3 | SNAP ON INC | SNA | 23,355 | $7.9M | 3.73% |
| 4 | APPLE INC | AAPL | 30,924 | $7.7M | 3.64% |
| 5 | RIVIAN AUTOMOTIVE INC | RIVN | 563,953 | $7.5M | 3.53% |
| 6 | SPDR S&P 500 ETF TR | SPY | 8,663 | $5.1M | 2.39% |
| 7 | MICROSOFT CORP | MSFT | 8,814 | $3.7M | 1.75% |
| 8 | VANGUARD SPECIALIZED FUNDS | 921908844 | 18,476 | $3.6M | 1.70% |
| 9 | ISHARES TR | 464287598 | 18,641 | $3.5M | 1.62% |
| 10 | VANGUARD TAX-MANAGED FDS | 921943858 | 69,472 | $3.3M | 1.56% |
| 11 | ISHARES TR | 464287309 | 28,931 | $2.9M | 1.38% |
| 12 | FORD MTR CO | 345370860 | 242,154 | $2.4M | 1.13% |
| 13 | NVIDIA CORPORATION | NVDA | 17,807 | $2.4M | 1.13% |
| 14 | AMAZON COM INC | AMZN | 10,731 | $2.4M | 1.11% |
| 15 | JOHNSON & JOHNSON | JNJ | 10,180 | $1.5M | 0.69% |
| 16 | INVESCO QQQ TR | IVZ | 2,735 | $1.4M | 0.66% |
| 17 | JPMORGAN CHASE & CO. | VYLD | 5,286 | $1.3M | 0.60% |
| 18 | TESLA INC | TSLA | 3,067 | $1.2M | 0.58% |
| 19 | SALESFORCE INC | CRM | 3,666 | $1.2M | 0.58% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042775 | 20,815 | $1.2M | 0.56% |
| 21 | VISA INC | V | 3,557 | $1.1M | 0.53% |
| 22 | ANALOG DEVICES INC | ADI | 5,237 | $1.1M | 0.52% |
| 23 | VANGUARD INDEX FDS | 922908363 | 2,001 | $1.1M | 0.51% |
| 24 | PROCTER AND GAMBLE CO | 742718109 | 6,292 | $1.1M | 0.50% |
| 25 | FIVE BELOW INC | FIVE | 9,986 | $1.0M | 0.49% |
| 26 | SERVICENOW INC | NOW | 962 | $1.0M | 0.48% |
| 27 | S&P GLOBAL INC | SPGI | 2,043 | $1.0M | 0.48% |
| 28 | ISHARES TR | 464287465 | 12,582 | $951,325 | 0.45% |
| 29 | UNITEDHEALTH GROUP INC | UNH | 1,845 | $933,351 | 0.44% |
| 30 | ALPHABET INC | GOOG | 4,930 | $933,285 | 0.44% |
| 31 | CHEVRON CORP NEW | CVX | 6,235 | $903,052 | 0.42% |
| 32 | HEICO CORP NEW | HEI-A | 3,779 | $898,419 | 0.42% |
| 33 | ALPHABET INC | GOOG | 4,575 | $871,278 | 0.41% |
| 34 | LOWES COS INC | 548661107 | 3,517 | $868,056 | 0.41% |
| 35 | TYLER TECHNOLOGIES INC | TYL | 1,487 | $857,464 | 0.40% |
| 36 | ISHARES TR | 464287499 | 9,135 | $807,546 | 0.38% |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,780 | $806,838 | 0.38% |
| 38 | NETFLIX INC | NFLX | 871 | $776,340 | 0.37% |
| 39 | WALMART INC | WMT | 8,392 | $758,216 | 0.36% |
| 40 | FASTENAL CO | FAST | 10,217 | $734,722 | 0.35% |
| 41 | ISHARES TR | 464287655 | 3,248 | $717,760 | 0.34% |
| 42 | BAXTER INTL INC | 071813109 | 24,032 | $700,783 | 0.33% |
| 43 | DANAHER CORPORATION | 235851102 | 2,960 | $679,476 | 0.32% |
| 44 | PARKER-HANNIFIN CORP | PH | 1,060 | $673,901 | 0.32% |
| 45 | LINDE PLC | LIN | 1,581 | $661,930 | 0.31% |
| 46 | ISHARES TR | 464287101 | 2,236 | $645,869 | 0.30% |
| 47 | VERISK ANALYTICS INC | VRSK | 2,320 | $639,010 | 0.30% |
| 48 | VANGUARD INDEX FDS | 922908629 | 2,416 | $638,075 | 0.30% |
| 49 | THERMO FISHER SCIENTIFIC INC | TMO | 1,226 | $637,804 | 0.30% |
| 50 | CISCO SYS INC | CSCO | 10,769 | $637,505 | 0.30% |
| 51 | BORGWARNER INC | BWA | 19,975 | $635,008 | 0.30% |
| 52 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 1,926 | $630,881 | 0.30% |
| 53 | GLOBANT S A | GLOB | 2,932 | $628,679 | 0.30% |
| 54 | BANK AMERICA CORP | 060505104 | 13,558 | $595,859 | 0.28% |
| 55 | COSTAR GROUP INC | CSGP | 8,291 | $593,553 | 0.28% |
| 56 | MORGAN STANLEY | MS-PQ | 4,549 | $571,947 | 0.27% |
| 57 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,868 | $566,401 | 0.27% |
| 58 | VEEVA SYS INC | VEEV | 2,637 | $554,429 | 0.26% |
| 59 | PIMCO ETF TR | 72201R833 | 5,195 | $521,260 | 0.25% |
| 60 | CHUBB LIMITED | CB | 1,883 | $520,315 | 0.24% |
| 61 | MASTERCARD INCORPORATED | MA | 983 | $517,669 | 0.24% |
| 62 | VANGUARD INDEX FDS | 922908744 | 3,057 | $517,535 | 0.24% |
| 63 | SHELL PLC | RYDAF | 8,210 | $514,357 | 0.24% |
| 64 | PAYCHEX INC | PAYX | 3,638 | $510,097 | 0.24% |
| 65 | DISNEY WALT CO | 254687106 | 4,519 | $503,150 | 0.24% |
| 66 | CINTAS CORP | CTAS | 2,739 | $500,331 | 0.24% |
| 67 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 4,389 | $492,765 | 0.23% |
| 68 | MCDONALDS CORP | MCD | 1,690 | $490,003 | 0.23% |
| 69 | ON SEMICONDUCTOR CORP | ON | 7,678 | $484,098 | 0.23% |
| 70 | RB GLOBAL INC | RBA | 5,352 | $482,804 | 0.23% |
| 71 | ABBVIE INC | ABBV | 2,648 | $470,603 | 0.22% |
| 72 | HDFC BANK LTD | HDB | 7,360 | $470,010 | 0.22% |
| 73 | ROLLINS INC | ROL | 9,873 | $457,614 | 0.22% |
| 74 | APPLOVIN CORP | APP | 1,382 | $447,533 | 0.21% |
| 75 | BROADCOM INC | AVGO | 1,882 | $436,408 | 0.21% |
| 76 | CATERPILLAR INC | CAT | 1,193 | $432,801 | 0.20% |
| 77 | BERKLEY W R CORP | WRB-PH | 7,379 | $431,819 | 0.20% |
| 78 | AFLAC INC | AFL | 4,143 | $428,505 | 0.20% |
| 79 | ELI LILLY & CO | LLY | 540 | $417,139 | 0.20% |
| 80 | GRAND CANYON ED INC | LOPE | 2,527 | $413,923 | 0.19% |
| 81 | NEXTERA ENERGY INC | NEE-PW | 5,773 | $413,835 | 0.19% |
| 82 | ANSYS INC | 03662Q105 | 1,211 | $408,507 | 0.19% |
| 83 | TRAVELERS COMPANIES INC | TRV | 1,692 | $407,701 | 0.19% |
| 84 | ABBOTT LABS | ABLZF | 3,544 | $400,842 | 0.19% |
| 85 | STRYKER CORPORATION | SYK | 1,109 | $399,242 | 0.19% |
| 86 | IDEXX LABS INC | 45168D104 | 964 | $398,556 | 0.19% |
| 87 | SAIA INC | SAIA | 872 | $397,397 | 0.19% |
| 88 | SAP SE | SAPGF | 1,603 | $394,686 | 0.19% |
| 89 | LENNOX INTL INC | 526107107 | 647 | $394,220 | 0.19% |
| 90 | PAYCOM SOFTWARE INC | PAYC | 1,917 | $392,927 | 0.18% |
| 91 | MANULIFE FINL CORP | 56501R106 | 12,709 | $390,300 | 0.18% |
| 92 | STARBUCKS CORP | SBUX | 4,201 | $383,312 | 0.18% |
| 93 | US BANCORP DEL | USB-PS | 7,978 | $381,578 | 0.18% |
| 94 | META PLATFORMS INC | META | 652 | $381,466 | 0.18% |
| 95 | ISHARES TR | 464288372 | 7,277 | $380,373 | 0.18% |
| 96 | EXXON MOBIL CORP | XOM | 3,517 | $378,298 | 0.18% |
| 97 | 3M CO | MMM | 2,903 | $374,744 | 0.18% |
| 98 | MEDPACE HLDGS INC | MEDP | 1,117 | $371,101 | 0.17% |
| 99 | RTX CORPORATION | RTX | 3,183 | $368,298 | 0.17% |
| 100 | AIR PRODS & CHEMS INC | AIIR | 1,269 | $368,061 | 0.17% |
| 101 | HONEYWELL INTL INC | 438516106 | 1,609 | $363,546 | 0.17% |
| 102 | FIDELITY NATL INFORMATION SV | 31620M106 | 4,455 | $359,830 | 0.17% |
| 103 | INTUITIVE SURGICAL INC | ISRG | 689 | $359,630 | 0.17% |
| 104 | STERLING INFRASTRUCTURE INC | STRL | 2,103 | $354,250 | 0.17% |
| 105 | GILEAD SCIENCES INC | GILD | 3,759 | $347,218 | 0.16% |
| 106 | ALCON AG | ALC | 4,020 | $341,258 | 0.16% |
| 107 | WELLS FARGO CO NEW | 949746101 | 4,836 | $339,692 | 0.16% |
| 108 | ADVANCED ENERGY INDS | 007973100 | 2,877 | $332,668 | 0.16% |
| 109 | JABIL INC | JBL | 2,285 | $328,814 | 0.15% |
| 110 | MOTOROLA SOLUTIONS INC | MSI | 700 | $323,561 | 0.15% |
| 111 | UNION PAC CORP | UNP | 1,409 | $321,282 | 0.15% |
| 112 | HALEON PLC | HLNCF | 33,632 | $320,849 | 0.15% |
| 113 | MID-AMER APT CMNTYS INC | 59522J103 | 2,051 | $317,075 | 0.15% |
| 114 | GOLDMAN SACHS GROUP INC | GSCE | 553 | $316,740 | 0.15% |
| 115 | BOSTON SCIENTIFIC CORP | BSX | 3,540 | $316,193 | 0.15% |
| 116 | HOME DEPOT INC | HD | 803 | $312,368 | 0.15% |
| 117 | DUKE ENERGY CORP NEW | DUKB | 2,862 | $308,396 | 0.15% |
| 118 | ENSIGN GROUP INC | ENSG | 2,313 | $307,305 | 0.14% |
| 119 | REINSURANCE GRP OF AMERICA I | 759351604 | 1,430 | $305,501 | 0.14% |
| 120 | EMERSON ELEC CO | EMR | 2,431 | $301,234 | 0.14% |
| 121 | SELECTIVE INS GROUP INC | 816300107 | 3,221 | $301,228 | 0.14% |
| 122 | EOG RES INC | EOG | 2,457 | $301,179 | 0.14% |
| 123 | GUIDEWIRE SOFTWARE INC | GWRE | 1,784 | $300,747 | 0.14% |
| 124 | FAIR ISAAC CORP | FICO | 151 | $300,630 | 0.14% |
| 125 | ISHARES TR | 464288679 | 2,728 | $300,380 | 0.14% |
| 126 | WORKIVA INC | WK | 2,737 | $299,702 | 0.14% |
| 127 | THE TRADE DESK INC | 88339J105 | 2,548 | $299,466 | 0.14% |
| 128 | ZOETIS INC | ZTS | 1,799 | $293,111 | 0.14% |
| 129 | TJX COS INC NEW | 872540109 | 2,389 | $288,633 | 0.14% |
| 130 | PNC FINL SVCS GROUP INC | 693475105 | 1,475 | $284,533 | 0.13% |
| 131 | MCKESSON CORP | MCK | 499 | $284,385 | 0.13% |
| 132 | NOVO-NORDISK A S | NONOF | 3,294 | $283,323 | 0.13% |
| 133 | EQUITY RESIDENTIAL | EQR | 3,948 | $283,280 | 0.13% |
| 134 | AUTOMATIC DATA PROCESSING IN | ADP | 966 | $282,673 | 0.13% |
| 135 | ORACLE CORP | ORCL-PD | 1,668 | $277,972 | 0.13% |
| 136 | SONY GROUP CORP | SNEJF | 13,062 | $276,392 | 0.13% |
| 137 | ECOLAB INC | ECL | 1,164 | $272,791 | 0.13% |
| 138 | CONOCOPHILLIPS | COP | 2,746 | $272,340 | 0.13% |
| 139 | ELECTRONIC ARTS INC | EA | 1,800 | $263,347 | 0.12% |
| 140 | FACTSET RESH SYS INC | 303075105 | 536 | $257,441 | 0.12% |
| 141 | KINSALE CAP GROUP INC | 49714P108 | 550 | $255,822 | 0.12% |
| 142 | CLOROX CO DEL | CLX | 1,572 | $255,364 | 0.12% |
| 143 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,680 | $250,394 | 0.12% |
| 144 | FLOOR & DECOR HLDGS INC | FND | 2,506 | $249,848 | 0.12% |
| 145 | TRUIST FINL CORP | 89832Q109 | 5,727 | $248,428 | 0.12% |
| 146 | BARCLAYS PLC | BCLYF | 18,680 | $248,252 | 0.12% |
| 147 | CBOE GLOBAL MKTS INC | 12503M108 | 1,261 | $246,414 | 0.12% |
| 148 | ALLSTATE CORP | ALL-PJ | 1,274 | $245,641 | 0.12% |
| 149 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 4,329 | $244,823 | 0.12% |
| 150 | BANCO BILBAO VIZCAYA ARGENTA | BBVXF | 25,167 | $244,626 | 0.12% |
| 151 | DOVER CORP | DOV | 1,289 | $241,816 | 0.11% |
| 152 | COMCAST CORP NEW | CCZ | 6,410 | $240,567 | 0.11% |
| 153 | INSIGHT ENTERPRISES INC | NSIT | 1,570 | $238,797 | 0.11% |
| 154 | PINNACLE FINL PARTNERS INC | 72346Q104 | 2,075 | $237,359 | 0.11% |
| 155 | COSTCO WHSL CORP NEW | 22160K105 | 258 | $236,500 | 0.11% |
| 156 | ILLINOIS TOOL WKS INC | 452308109 | 910 | $230,757 | 0.11% |
| 157 | MERCK & CO INC | MRK | 2,314 | $230,222 | 0.11% |
| 158 | CRH PLC | CRH | 2,478 | $229,265 | 0.11% |
| 159 | GARTNER INC | IT | 471 | $228,185 | 0.11% |
| 160 | NORTHROP GRUMMAN CORP | NOC | 484 | $227,157 | 0.11% |
| 161 | PALO ALTO NETWORKS INC | PANW | 1,244 | $226,358 | 0.11% |
| 162 | INTERCONTINENTAL HOTELS GROU | 45857P806 | 1,811 | $226,262 | 0.11% |
| 163 | JACOBS SOLUTIONS INC | J | 1,686 | $225,290 | 0.11% |
| 164 | TELEDYNE TECHNOLOGIES INC | TDY | 483 | $224,175 | 0.11% |
| 165 | DUPONT DE NEMOURS INC | DD | 2,939 | $224,099 | 0.11% |
| 166 | GRAINGER W W INC | 384802104 | 210 | $221,354 | 0.10% |
| 167 | TE CONNECTIVITY PLC | TEL | 1,533 | $219,232 | 0.10% |
| 168 | AMERICAN INTL GROUP INC | 026874784 | 3,007 | $218,944 | 0.10% |
| 169 | QUALCOMM INC | QCOM | 1,408 | $216,324 | 0.10% |
| 170 | JOHNSON CTLS INTL PLC | G51502105 | 2,734 | $215,820 | 0.10% |
| 171 | IDACORP INC | IDA | 1,968 | $215,063 | 0.10% |
| 172 | ASTRAZENECA PLC | AZN | 3,243 | $212,481 | 0.10% |
| 173 | DEUTSCHE BANK A G | D18190898 | 12,425 | $211,842 | 0.10% |
| 174 | AMPHENOL CORP NEW | 032095101 | 3,040 | $211,128 | 0.10% |
| 175 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 2,743 | $210,937 | 0.10% |
| 176 | CARLISLE COS INC | 142339100 | 565 | $208,395 | 0.10% |
| 177 | VANGUARD SCOTTSDALE FDS | 92206C664 | 2,326 | $207,782 | 0.10% |
| 178 | CME GROUP INC | CME | 891 | $206,967 | 0.10% |
| 179 | POPULAR INC | BPOPM | 2,195 | $206,462 | 0.10% |
| 180 | ENTERGY CORP NEW | ENO | 2,723 | $206,441 | 0.10% |
| 181 | ALTRIA GROUP INC | MO | 3,894 | $203,627 | 0.10% |
| 182 | ISHARES TR | 464287200 | 344 | $202,236 | 0.10% |
| 183 | MOODYS CORP | MCO | 427 | $202,175 | 0.10% |
| 184 | CROWDSTRIKE HLDGS INC | CRWD | 585 | $200,164 | 0.09% |
| 185 | NATWEST GROUP PLC | RBSPF | 19,547 | $198,793 | 0.09% |
| 186 | WALGREENS BOOTS ALLIANCE INC | 931427108 | 21,141 | $197,246 | 0.09% |
| 187 | HOOKER FURNISHINGS CORPORATI | HOFT | 11,889 | $166,565 | 0.08% |
| 188 | BANCO SANTANDER S.A. | BCDRF | 35,835 | $163,408 | 0.08% |
| 189 | VODAFONE GROUP PLC NEW | 92857W308 | 17,838 | $151,448 | 0.07% |
| 190 | TELEFONAKTIEBOLAGET LM ERICS | 294821608 | 15,162 | $122,209 | 0.06% |
| 191 | QUANTUMSCAPE CORP | QS | 12,446 | $64,595 | 0.03% |
| 192 | AMBEV SA | ABEV | 23,056 | $42,654 | 0.02% |
| 193 | LLOYDS BANKING GROUP PLC | LLOBF | 12,323 | $33,520 | 0.02% |