13F HOLDINGS REPORT
Baron Wealth Management LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001968507-25-000004
Total Value
$227.6M
Positions
210
Other Managers
0
Confidential Omitted
No
Holdings (210)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46432F339 | 294,144 | $50.3M | 22.09% |
| 2 | ISHARES TR | 464287804 | 228,959 | $23.9M | 10.52% |
| 3 | MFS ACTIVE EXCHANGE TRADED F | 55286W405 | 468,096 | $12.0M | 5.29% |
| 4 | FRANKLIN TEMPLETON ETF TR | FGDL | 350,267 | $11.4M | 5.02% |
| 5 | SNAP ON INC | SNA | 23,954 | $8.1M | 3.55% |
| 6 | APPLE INC | AAPL | 32,095 | $7.1M | 3.13% |
| 7 | RIVIAN AUTOMOTIVE INC | RIVN | 563,953 | $7.0M | 3.08% |
| 8 | SPDR S&P 500 ETF TR | SPY | 8,663 | $4.8M | 2.13% |
| 9 | VANGUARD SPECIALIZED FUNDS | 921908844 | 18,505 | $3.6M | 1.58% |
| 10 | MICROSOFT CORP | MSFT | 8,706 | $3.3M | 1.44% |
| 11 | ISHARES TR | 464287309 | 28,757 | $2.7M | 1.17% |
| 12 | VANGUARD TAX-MANAGED FDS | 921943858 | 50,601 | $2.6M | 1.13% |
| 13 | JOHNSON & JOHNSON | JNJ | 13,157 | $2.2M | 0.96% |
| 14 | AMAZON COM INC | AMZN | 11,428 | $2.2M | 0.96% |
| 15 | NVIDIA CORPORATION | NVDA | 17,825 | $1.9M | 0.85% |
| 16 | FORD MTR CO | 345370860 | 146,667 | $1.5M | 0.65% |
| 17 | VISA INC | V | 4,012 | $1.4M | 0.62% |
| 18 | JPMORGAN CHASE & CO. | VYLD | 5,015 | $1.2M | 0.54% |
| 19 | INVESCO QQQ TR | IVZ | 2,535 | $1.2M | 0.52% |
| 20 | NETFLIX INC | NFLX | 1,267 | $1.2M | 0.52% |
| 21 | LOWES COS INC | 548661107 | 4,979 | $1.2M | 0.51% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,142 | $1.1M | 0.50% |
| 23 | S&P GLOBAL INC | SPGI | 2,131 | $1.1M | 0.48% |
| 24 | PROCTER AND GAMBLE CO | 742718109 | 6,097 | $1.0M | 0.46% |
| 25 | VANGUARD INDEX FDS | 922908363 | 2,006 | $1.0M | 0.45% |
| 26 | ANALOG DEVICES INC | ADI | 5,037 | $1.0M | 0.45% |
| 27 | SALESFORCE INC | CRM | 3,753 | $1.0M | 0.44% |
| 28 | ISHARES TR | 464287465 | 12,293 | $1.0M | 0.44% |
| 29 | HEICO CORP NEW | HEI-A | 3,758 | $1.0M | 0.44% |
| 30 | CHEVRON CORP NEW | CVX | 5,978 | $1.0M | 0.44% |
| 31 | TESLA INC | TSLA | 3,699 | $958,633 | 0.42% |
| 32 | TYLER TECHNOLOGIES INC | TYL | 1,599 | $929,643 | 0.41% |
| 33 | FIRST TR EXCHANGE-TRADED FD | 33741X102 | 24,859 | $832,765 | 0.37% |
| 34 | ALPHABET INC | GOOG | 5,375 | $831,186 | 0.37% |
| 35 | FASTENAL CO | FAST | 10,455 | $810,757 | 0.36% |
| 36 | EXXON MOBIL CORP | XOM | 6,721 | $799,375 | 0.35% |
| 37 | FIVE BELOW INC | FIVE | 10,511 | $787,537 | 0.35% |
| 38 | UNITEDHEALTH GROUP INC | UNH | 1,486 | $778,342 | 0.34% |
| 39 | PARKER-HANNIFIN CORP | PH | 1,278 | $776,757 | 0.34% |
| 40 | SERVICENOW INC | NOW | 968 | $770,664 | 0.34% |
| 41 | LINDE PLC | LIN | 1,646 | $766,464 | 0.34% |
| 42 | GILEAD SCIENCES INC | GILD | 6,768 | $758,366 | 0.33% |
| 43 | ISHARES TR | 464287499 | 8,914 | $758,328 | 0.33% |
| 44 | ALPHABET INC | GOOG | 4,810 | $751,487 | 0.33% |
| 45 | WALMART INC | WMT | 8,246 | $723,881 | 0.32% |
| 46 | ABBOTT LABS | ABLZF | 5,380 | $713,665 | 0.31% |
| 47 | MASTERCARD INCORPORATED | MA | 1,289 | $706,592 | 0.31% |
| 48 | VERISK ANALYTICS INC | VRSK | 2,327 | $692,580 | 0.30% |
| 49 | ARDENT HEALTH PARTNERS INC | ARDT | 49,683 | $683,141 | 0.30% |
| 50 | DEUTSCHE BANK A G | D18190898 | 27,856 | $663,802 | 0.29% |
| 51 | ISHARES TR | 464287655 | 3,254 | $649,082 | 0.29% |
| 52 | CISCO SYS INC | CSCO | 10,384 | $640,773 | 0.28% |
| 53 | VANGUARD INDEX FDS | 922908629 | 2,419 | $625,681 | 0.27% |
| 54 | CHUBB LIMITED | CB | 2,067 | $624,272 | 0.27% |
| 55 | COSTAR GROUP INC | CSGP | 7,795 | $617,598 | 0.27% |
| 56 | BORGWARNER INC | BWA | 21,242 | $608,589 | 0.27% |
| 57 | ISHARES TR | 464287101 | 2,236 | $605,576 | 0.27% |
| 58 | TRAVELERS COMPANIES INC | TRV | 2,224 | $588,058 | 0.26% |
| 59 | VEEVA SYS INC | VEEV | 2,536 | $587,414 | 0.26% |
| 60 | DANAHER CORPORATION | 235851102 | 2,823 | $578,723 | 0.25% |
| 61 | PAYCHEX INC | PAYX | 3,713 | $572,785 | 0.25% |
| 62 | ECOLAB INC | ECL | 2,256 | $572,000 | 0.25% |
| 63 | MORGAN STANLEY | MS-PQ | 4,810 | $561,178 | 0.25% |
| 64 | THERMO FISHER SCIENTIFIC INC | TMO | 1,124 | $559,306 | 0.25% |
| 65 | META PLATFORMS INC | META | 954 | $549,571 | 0.24% |
| 66 | BANK AMERICA CORP | 060505104 | 12,816 | $534,810 | 0.23% |
| 67 | VANGUARD INDEX FDS | 922908744 | 3,075 | $531,152 | 0.23% |
| 68 | RB GLOBAL INC | RBA | 5,236 | $525,171 | 0.23% |
| 69 | AFLAC INC | AFL | 4,716 | $524,335 | 0.23% |
| 70 | ROLLINS INC | ROL | 9,699 | $524,037 | 0.23% |
| 71 | MCDONALDS CORP | MCD | 1,674 | $523,022 | 0.23% |
| 72 | ELI LILLY & CO | LLY | 627 | $518,021 | 0.23% |
| 73 | BERKLEY W R CORP | WRB-PH | 7,199 | $512,281 | 0.23% |
| 74 | BANCO SANTANDER S.A. | BCDRF | 76,390 | $511,813 | 0.22% |
| 75 | CINTAS CORP | CTAS | 2,474 | $508,416 | 0.22% |
| 76 | WELLS FARGO CO NEW | 949746101 | 6,981 | $501,195 | 0.22% |
| 77 | BARCLAYS PLC | BCLYF | 32,049 | $492,267 | 0.22% |
| 78 | ABBVIE INC | ABBV | 2,323 | $486,805 | 0.21% |
| 79 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,814 | $467,124 | 0.21% |
| 80 | STRYKER CORPORATION | SYK | 1,228 | $457,025 | 0.20% |
| 81 | ALTRIA GROUP INC | MO | 7,584 | $455,170 | 0.20% |
| 82 | SAP SE | SAPGF | 1,695 | $455,018 | 0.20% |
| 83 | SHELL PLC | RYDAF | 6,155 | $451,038 | 0.20% |
| 84 | 3M CO | MMM | 3,061 | $449,558 | 0.20% |
| 85 | CATERPILLAR INC | CAT | 1,319 | $435,039 | 0.19% |
| 86 | GRAND CANYON ED INC | LOPE | 2,508 | $433,934 | 0.19% |
| 87 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 4,389 | $430,050 | 0.19% |
| 88 | NATWEST GROUP PLC | RBSPF | 35,969 | $428,751 | 0.19% |
| 89 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 1,857 | $415,745 | 0.18% |
| 90 | RTX CORPORATION | RTX | 3,123 | $413,651 | 0.18% |
| 91 | SONY GROUP CORP | SNEJF | 16,143 | $409,871 | 0.18% |
| 92 | NEXTERA ENERGY INC | NEE-PW | 5,589 | $396,181 | 0.17% |
| 93 | MANULIFE FINL CORP | 56501R106 | 12,612 | $392,864 | 0.17% |
| 94 | ISHARES TR | 464288372 | 7,123 | $389,419 | 0.17% |
| 95 | UNION PAC CORP | UNP | 1,637 | $386,752 | 0.17% |
| 96 | BROADCOM INC | AVGO | 2,278 | $381,326 | 0.17% |
| 97 | ALLSTATE CORP | ALL-PJ | 1,835 | $380,008 | 0.17% |
| 98 | DUKE ENERGY CORP NEW | DUKB | 3,104 | $378,536 | 0.17% |
| 99 | LENNOX INTL INC | 526107107 | 664 | $372,396 | 0.16% |
| 100 | ANSYS INC | 03662Q105 | 1,168 | $369,742 | 0.16% |
| 101 | EQUITY RESIDENTIAL | EQR | 5,153 | $368,852 | 0.16% |
| 102 | IDEXX LABS INC | 45168D104 | 850 | $356,958 | 0.16% |
| 103 | BOSTON SCIENTIFIC CORP | BSX | 3,493 | $352,410 | 0.15% |
| 104 | DISNEY WALT CO | 254687106 | 3,568 | $352,164 | 0.15% |
| 105 | MCKESSON CORP | MCK | 516 | $347,263 | 0.15% |
| 106 | AUTOMATIC DATA PROCESSING IN | ADP | 1,134 | $346,376 | 0.15% |
| 107 | INTUITIVE SURGICAL INC | ISRG | 686 | $339,755 | 0.15% |
| 108 | GRAINGER W W INC | 384802104 | 342 | $337,849 | 0.15% |
| 109 | CBOE GLOBAL MKTS INC | 12503M108 | 1,492 | $337,650 | 0.15% |
| 110 | MID-AMER APT CMNTYS INC | 59522J103 | 2,014 | $337,568 | 0.15% |
| 111 | PIMCO ETF TR | 72201R833 | 3,345 | $336,540 | 0.15% |
| 112 | GUIDEWIRE SOFTWARE INC | GWRE | 1,784 | $334,250 | 0.15% |
| 113 | PAYCOM SOFTWARE INC | PAYC | 1,528 | $333,837 | 0.15% |
| 114 | STARBUCKS CORP | SBUX | 3,400 | $333,501 | 0.15% |
| 115 | UNUM GROUP | UNMA | 4,092 | $333,317 | 0.15% |
| 116 | GLOBANT S A | GLOB | 2,786 | $327,968 | 0.14% |
| 117 | ALCON AG | ALC | 3,450 | $327,509 | 0.14% |
| 118 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,896 | $327,143 | 0.14% |
| 119 | EMERSON ELEC CO | EMR | 2,951 | $323,518 | 0.14% |
| 120 | PALO ALTO NETWORKS INC | PANW | 1,890 | $322,510 | 0.14% |
| 121 | AMERICAN TOWER CORP NEW | 03027X100 | 1,466 | $318,901 | 0.14% |
| 122 | MEDTRONIC PLC | MDT | 3,532 | $317,383 | 0.14% |
| 123 | AIR PRODS & CHEMS INC | AIIR | 1,074 | $316,744 | 0.14% |
| 124 | JABIL INC | JBL | 2,296 | $312,420 | 0.14% |
| 125 | ON SEMICONDUCTOR CORP | ON | 7,590 | $308,837 | 0.14% |
| 126 | SAIA INC | SAIA | 872 | $304,703 | 0.13% |
| 127 | COLGATE PALMOLIVE CO | CL | 3,220 | $301,697 | 0.13% |
| 128 | BANCO BILBAO VIZCAYA ARGENTA | BBVXF | 22,048 | $300,298 | 0.13% |
| 129 | MOTOROLA SOLUTIONS INC | MSI | 685 | $299,900 | 0.13% |
| 130 | ENSIGN GROUP INC | ENSG | 2,313 | $299,302 | 0.13% |
| 131 | ZOETIS INC | ZTS | 1,813 | $298,513 | 0.13% |
| 132 | MUELLER INDS INC | 624756102 | 3,889 | $296,117 | 0.13% |
| 133 | VODAFONE GROUP PLC NEW | 92857W308 | 30,971 | $290,200 | 0.13% |
| 134 | HDFC BANK LTD | HDB | 4,353 | $289,213 | 0.13% |
| 135 | RESMED INC | RSMDF | 1,285 | $287,664 | 0.13% |
| 136 | AMERICAN INTL GROUP INC | 026874784 | 3,309 | $287,651 | 0.13% |
| 137 | SELECTIVE INS GROUP INC | 816300107 | 3,120 | $285,605 | 0.13% |
| 138 | CORTEVA INC | CTVA | 4,531 | $285,140 | 0.13% |
| 139 | SCHWAB CHARLES CORP | SCHW-PJ | 3,641 | $285,017 | 0.13% |
| 140 | MEDPACE HLDGS INC | MEDP | 928 | $282,752 | 0.12% |
| 141 | US BANCORP DEL | USB-PS | 6,674 | $281,797 | 0.12% |
| 142 | COHEN & STEERS INC | CNS | 3,502 | $281,031 | 0.12% |
| 143 | ADVANCED ENERGY INDS | 007973100 | 2,877 | $274,207 | 0.12% |
| 144 | FAIR ISAAC CORP | FICO | 148 | $272,936 | 0.12% |
| 145 | JOHNSON CTLS INTL PLC | G51502105 | 3,389 | $271,524 | 0.12% |
| 146 | GOLDMAN SACHS GROUP INC | GSCE | 494 | $269,956 | 0.12% |
| 147 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 4,347 | $265,125 | 0.12% |
| 148 | JOYY INC | JOYY | 6,235 | $261,745 | 0.12% |
| 149 | OLD DOMINION FREIGHT LINE IN | ODFL | 1,569 | $259,613 | 0.11% |
| 150 | TJX COS INC NEW | 872540109 | 2,127 | $259,090 | 0.11% |
| 151 | CABOT CORP | CBT | 3,099 | $257,686 | 0.11% |
| 152 | SOUTHERN CO | SOMN | 2,788 | $256,394 | 0.11% |
| 153 | ILLINOIS TOOL WKS INC | 452308109 | 1,014 | $251,504 | 0.11% |
| 154 | NOVO-NORDISK A S | NONOF | 3,564 | $247,451 | 0.11% |
| 155 | KROGER CO | KR | 3,599 | $243,614 | 0.11% |
| 156 | CME GROUP INC | CME | 914 | $242,572 | 0.11% |
| 157 | COSTCO WHSL CORP NEW | 22160K105 | 254 | $240,339 | 0.11% |
| 158 | PROGRESSIVE CORP | 743315103 | 844 | $238,903 | 0.10% |
| 159 | EOG RES INC | EOG | 1,862 | $238,783 | 0.10% |
| 160 | INSIGHT ENTERPRISES INC | NSIT | 1,590 | $238,484 | 0.10% |
| 161 | STERLING INFRASTRUCTURE INC | STRL | 2,103 | $238,081 | 0.10% |
| 162 | FACTSET RESH SYS INC | 303075105 | 520 | $236,425 | 0.10% |
| 163 | WALGREENS BOOTS ALLIANCE INC | 931427108 | 21,141 | $236,145 | 0.10% |
| 164 | GARTNER INC | IT | 561 | $235,474 | 0.10% |
| 165 | OVINTIV INC | OVV | 5,457 | $233,567 | 0.10% |
| 166 | BROWN & BROWN INC | BRO | 1,863 | $231,769 | 0.10% |
| 167 | GRAHAM HLDGS CO | GHM | 241 | $231,575 | 0.10% |
| 168 | CROWDSTRIKE HLDGS INC | CRWD | 655 | $230,940 | 0.10% |
| 169 | GE AEROSPACE | 369604301 | 1,150 | $230,223 | 0.10% |
| 170 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 945 | $229,179 | 0.10% |
| 171 | JACOBS SOLUTIONS INC | J | 1,889 | $228,370 | 0.10% |
| 172 | PNC FINL SVCS GROUP INC | 693475105 | 1,292 | $227,178 | 0.10% |
| 173 | REINSURANCE GRP OF AMERICA I | 759351604 | 1,144 | $225,268 | 0.10% |
| 174 | FIDELITY NATL INFORMATION SV | 31620M106 | 2,990 | $223,293 | 0.10% |
| 175 | INVESCO EXCH TRADED FD TR II | IVZ | 5,025 | $221,900 | 0.10% |
| 176 | PINNACLE FINL PARTNERS INC | 72346Q104 | 2,075 | $220,033 | 0.10% |
| 177 | CLOROX CO DEL | CLX | 1,488 | $219,108 | 0.10% |
| 178 | T-MOBILE US INC | TMUSZ | 815 | $217,420 | 0.10% |
| 179 | HALEON PLC | HLNCF | 21,069 | $216,800 | 0.10% |
| 180 | FOMENTO ECONOMICO MEXICANO S | 344419106 | 2,208 | $215,457 | 0.09% |
| 181 | NIKE INC | NKE | 3,389 | $215,134 | 0.09% |
| 182 | TENARIS S A | 88031M109 | 5,468 | $213,869 | 0.09% |
| 183 | MARSH & MCLENNAN COS INC | 571748102 | 870 | $212,359 | 0.09% |
| 184 | TELEDYNE TECHNOLOGIES INC | TDY | 423 | $210,531 | 0.09% |
| 185 | PFIZER INC | PFE | 8,263 | $209,381 | 0.09% |
| 186 | MICRON TECHNOLOGY INC | MU | 2,405 | $208,977 | 0.09% |
| 187 | ENTERGY CORP NEW | ENO | 2,442 | $208,760 | 0.09% |
| 188 | KINSALE CAP GROUP INC | 49714P108 | 421 | $204,905 | 0.09% |
| 189 | TE CONNECTIVITY PLC | TEL | 1,445 | $204,207 | 0.09% |
| 190 | TRUIST FINL CORP | 89832Q109 | 4,941 | $203,330 | 0.09% |
| 191 | CARLISLE COS INC | 142339100 | 597 | $203,279 | 0.09% |
| 192 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 2,655 | $203,108 | 0.09% |
| 193 | POPULAR INC | BPOPM | 2,195 | $202,752 | 0.09% |
| 194 | CAL MAINE FOODS INC | CALM | 2,208 | $200,724 | 0.09% |
| 195 | DOVER CORP | DOV | 1,140 | $200,275 | 0.09% |
| 196 | GARRETT MOTION INC | GTX | 21,155 | $177,065 | 0.08% |
| 197 | KINROSS GOLD CORP | KGCRF | 12,773 | $161,068 | 0.07% |
| 198 | SUMITOMO MITSUI FINL GROUP I | 86562M209 | 10,295 | $159,158 | 0.07% |
| 199 | SUNCOKE ENERGY INC | SXC | 16,246 | $149,461 | 0.07% |
| 200 | ICL GROUP LTD | ICL | 23,651 | $133,080 | 0.06% |
| 201 | PLAYTIKA HLDG CORP | PLTK | 23,514 | $121,566 | 0.05% |
| 202 | CLEVELAND-CLIFFS INC NEW | CLF | 14,525 | $119,396 | 0.05% |
| 203 | HOOKER FURNISHINGS CORPORATI | HOFT | 11,889 | $119,366 | 0.05% |
| 204 | ORLA MNG LTD NEW | 68634K106 | 12,436 | $116,277 | 0.05% |
| 205 | ENERFLEX LTD | EFXT | 11,549 | $89,274 | 0.04% |
| 206 | TELEFONAKTIEBOLAGET LM ERICS | 294821608 | 10,959 | $85,045 | 0.04% |
| 207 | D-WAVE QUANTUM INC | QBTS | 10,700 | $81,320 | 0.04% |
| 208 | MIZUHO FINANCIAL GROUP INC | MZHOF | 12,461 | $68,660 | 0.03% |
| 209 | NEW GOLD INC CDA | 644535106 | 15,829 | $58,726 | 0.03% |
| 210 | QUANTUMSCAPE CORP | QS | 12,446 | $51,775 | 0.02% |