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13F-HR filed by Baron Wealth Management LLC

Baron Wealth Management LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-14, with 210 holding rows worth $227,600,622.

Accession
0001968507-25-000004
Filed
2025-05-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 210 entries on the cover page, a total value of $227,600,622 stated on the cover page (in dollars after the unit check, H1), rows summing to $227,600,622 with VALUE read as dollars as filed, 13F file number 028-23171. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF294,144$50,266,253dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS228,959$23,942,270dollars as filed
MFS ACTIVE EXCHANGE TRADED F55286W405INTERNATINL ETF468,096$12,039,429dollars as filed
FRANKLIN TEMPLETON ETF TR35473P108INTL COR DIV TIL350,267$11,415,206dollars as filed
SNAP ON INC COM833034101Stock23,954$8,072,587dollars as filed
Apple Inc037833100COM32,095$7,129,306dollars as filed
RIVIAN AUTOMOTIVE INC COM CL A76954A103Stock563,953$7,021,215dollars as filed
SPY78462F103SHS8,663$4,846,157dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS18,505$3,589,735dollars as filed
Microsoft Corp594918104COM8,706$3,268,328dollars as filed
iShares S&P 500 Growth ETF464287309SHS28,757$2,669,512dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS50,601$2,572,044dollars as filed
Johnson & Johnson478160104COM13,157$2,181,940dollars as filed
Amazon.com, Inc023135106COM11,428$2,174,203dollars as filed
NVIDIA Corp67066G104COM17,825$1,931,877dollars as filed
FORD MTR CO COM345370860Stock146,667$1,471,069dollars as filed
Visa Inc92826C839COM4,012$1,406,198dollars as filed
JPMorgan Chase & Co46625H100COM5,015$1,230,251dollars as filed
INVESCO QQQ TR46090E103COM2,535$1,188,658dollars as filed
Netflix, Inc64110L106COM1,267$1,181,516dollars as filed
Lowes Companies,Inc.548661107COM4,979$1,161,333dollars as filed
Berkshire Hathaway Inc084670702COM2,142$1,140,786dollars as filed
S&P Global,Inc.78409V104COM2,131$1,082,831dollars as filed
Procter & Gamble Co742718109COM6,097$1,039,091dollars as filed
Vanguard S&P 500 ETF922908363COM2,006$1,031,097dollars as filed
Analog Devices,Inc.032654105COM5,037$1,015,812dollars as filed
Salesforce.com, Inc79466L302COM3,753$1,007,188dollars as filed
ISHARES TR464287465MSCI EAFE ETF12,293$1,004,695dollars as filed
HEICO CORP NEW COM422806109Stock3,758$1,004,100dollars as filed
Chevron Corporation166764100COM5,978$1,000,059dollars as filed
Tesla Motors, Inc88160R101COM3,699$958,633dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock1,599$929,643dollars as filed
FIRST TR EXCHANGE-TRADED FD33741X102SMID RISNG ETF24,859$832,765dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM5,375$831,186dollars as filed
FASTENAL CO COM311900104Stock10,455$810,757dollars as filed
EXXON MOBIL CORP30231G102COM6,721$799,375dollars as filed
FIVE BELOW INC COM33829M101Stock10,511$787,537dollars as filed
UnitedHealth Group Inc91324P102COM1,486$778,342dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock1,278$776,757dollars as filed
ServiceNow,Inc.81762P102COM968$770,664dollars as filed
Linde plcG54950103COM1,646$766,464dollars as filed
Gilead Sciences,Inc.375558103COM6,768$758,366dollars as filed
iShares Russell Midcap ETF464287499SHS8,914$758,328dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,810$751,487dollars as filed
Walmart Inc.931142103COM8,246$723,881dollars as filed
Abbott Laboratories002824100COM5,380$713,665dollars as filed
MasterCard, Inc57636Q104COM1,289$706,592dollars as filed
VERISK ANALYTICS INC COM92345Y106Stock2,327$692,580dollars as filed
ARDENT HEALTH INC03980N107COM49,683$683,141dollars as filed
DEUTSCHE BK AG NAMEN AKTD18190898Stock27,856$663,802dollars as filed
iShares Russell 2000 ETF464287655SHS3,254$649,082dollars as filed
Cisco Systems,Inc.17275R102COM10,384$640,773dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,419$625,681dollars as filed
Chubb LimitedH1467J104COM2,067$624,272dollars as filed
COSTAR GROUP INC COM22160N109Stock7,795$617,598dollars as filed
BORGWARNER INC COM099724106Stock21,242$608,589dollars as filed
ISHARES TR464287101S&P 100 ETF2,236$605,576dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock2,224$588,058dollars as filed
VEEVA SYS INC CL A COM922475108Stock2,536$587,414dollars as filed
Danaher Corporation235851102COM2,823$578,723dollars as filed
PAYCHEX INC704326107COM3,713$572,785dollars as filed
ECOLAB INC COM278865100Stock2,256$572,000dollars as filed
Morgan Stanley617446448COM4,810$561,178dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,124$559,306dollars as filed
META PLATFORMS INC CL A30303M102COM954$549,571dollars as filed
Bank of America Corp060505104COM12,816$534,810dollars as filed
Vanguard Value ETF922908744SHS3,075$531,152dollars as filed
RB GLOBAL INC COM74935Q107Stock5,236$525,171dollars as filed
AFLAC INC COM001055102Stock4,716$524,335dollars as filed
ROLLINS INC COM775711104Stock9,699$524,037dollars as filed
McDonalds Corporation580135101COM1,674$523,022dollars as filed
Eli Lilly and Company532457108COM627$518,021dollars as filed
BERKLEY W R CORP COM084423102Stock7,199$512,281dollars as filed
BANCO SANTANDER SA ADR05964H105ADR76,390$511,813dollars as filed
CINTAS CORP COM172908105Stock2,474$508,416dollars as filed
Wells Fargo & Company949746101COM6,981$501,195dollars as filed
BARCLAYS PLC ADR06738E204ADR32,049$492,267dollars as filed
AbbVie,Inc.00287Y109COM2,323$486,805dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,814$467,124dollars as filed
Stryker Corporation863667101COM1,228$457,025dollars as filed
Altria Group Inc02209S103COM7,584$455,170dollars as filed
SAP SE SPON ADR803054204ADR1,695$455,018dollars as filed
SHELL PLC SPON ADS780259305ADR6,155$451,038dollars as filed
3M CO COM88579Y101Stock3,061$449,558dollars as filed
Caterpillar Inc.149123101COM1,319$435,039dollars as filed
GRAND CANYON ED INC COM38526M106Stock2,508$433,934dollars as filed
MAKEMYTRIP LIMITED MAURITIUS SHSV5633W109Stock4,389$430,050dollars as filed
NATWEST GROUP PLC SPONS ADR639057207ADR35,969$428,751dollars as filed
WEST PHARMACEUTICAL SVSC INC COM955306105Stock1,857$415,745dollars as filed
Raytheon Technologies Corporation75513E101COM3,123$413,651dollars as filed
SONY GROUP CORP SPONSORED ADR835699307ADR16,143$409,871dollars as filed
NextEra Energy,Inc.65339F101COM5,589$396,181dollars as filed
MANULIFE FINL CORP56501R106COM12,612$392,864dollars as filed
ISHARES TR464288372COM7,123$389,419dollars as filed
Union Pacific Corporation907818108COM1,637$386,752dollars as filed
Broadcom Inc.11135F101COM2,278$381,326dollars as filed
ALLSTATE CORP COM020002101Stock1,835$380,008dollars as filed
Duke Energy Corporation26441C204COM3,104$378,536dollars as filed
LENNOX INTL INC COM526107107Stock664$372,396dollars as filed
ANSYS INC COM03662Q105COM1,168$369,742dollars as filed
EQUITY RESIDENTIAL29476L107SH BEN INT5,153$368,852dollars as filed
IDEXX LABS INC COM45168D104Stock850$356,958dollars as filed
Boston Scientific Corporation101137107COM3,493$352,410dollars as filed
Walt Disney Co254687106COM3,568$352,164dollars as filed
MCKESSON CORP COM58155Q103Stock516$347,263dollars as filed
Automatic Data Processing,Inc.053015103COM1,134$346,376dollars as filed
Intuitive Surgical,Inc.46120E602COM686$339,755dollars as filed
WW GRAINGER INC COM384802104Stock342$337,849dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock1,492$337,650dollars as filed
MID AMERICA APARTMENT COMMUNITIES INC.59522J103Common Stock, par value $0.01 per share2,014$337,568dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC3,345$336,540dollars as filed
GUIDEWIRE SOFTWARE INC COM40171V100Stock1,784$334,250dollars as filed
PAYCOMSOFTWAREINC70432V102STOK1,528$333,837dollars as filed
Starbucks Corporation855244109COM3,400$333,501dollars as filed
UNUM GROUP COM91529Y106Stock4,092$333,317dollars as filed
GLOBANT S AL44385109COM2,786$327,968dollars as filed
ALCON AG ORD SHSH01301128Stock3,450$327,509dollars as filed
Intercontinental Exchange,Inc.45866F104COM1,896$327,143dollars as filed
EMERSON ELEC CO COM291011104Stock2,951$323,518dollars as filed
PALO ALTO NETWORKS INC697435105COM1,890$322,510dollars as filed
American Tower Corporation03027X100COM1,466$318,901dollars as filed
Medtronic PlcG5960L103COM3,532$317,383dollars as filed
AIR PRODS & CHEMS INC009158106COM1,074$316,744dollars as filed
JABIL INC COM466313103Stock2,296$312,420dollars as filed
ON SEMICONDUCTOR CORP COM682189105Stock7,590$308,837dollars as filed
SAIA INC78709Y105COM872$304,703dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock3,220$301,697dollars as filed
BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR05946K101ADR22,048$300,298dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock685$299,900dollars as filed
ENSIGN GROUP INC29358P101COM2,313$299,302dollars as filed
ZOETIS INC CL A98978V103Stock1,813$298,513dollars as filed
MUELLER INDS INC COM624756102Stock3,889$296,117dollars as filed
VODAFONE GROUP PLC SPONSORED ADR92857W308ADR30,971$290,200dollars as filed
HDFC BANK LTD SPONSORED ADS40415F101ADR4,353$289,213dollars as filed
RESMED INC COM761152107Stock1,285$287,664dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock3,309$287,651dollars as filed
SELECTIVE INS GROUP INC816300107COM3,120$285,605dollars as filed
CORTEVA INC COM22052L104Stock4,531$285,140dollars as filed
Charles Schwab Corp808513105COM3,641$285,017dollars as filed
MEDPACE HLDGS INC COM58506Q109Stock928$282,752dollars as filed
USBANCORPDEL902973304COM NEW6,674$281,797dollars as filed
COHEN & STEERS INC COM19247A100Stock3,502$281,031dollars as filed
ADVANCED ENERGY INDS COM007973100Stock2,877$274,207dollars as filed
FAIR ISAAC CORP COM303250104Stock148$272,936dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock3,389$271,524dollars as filed
Goldman Sachs Group,Inc.38141G104COM494$269,956dollars as filed
Bristol-Myers Squibb Company110122108COM4,347$265,125dollars as filed
JOYY INC ADS REPSTG COM A46591M109ADR6,235$261,745dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock1,569$259,613dollars as filed
TJX Companies Inc872540109COM2,127$259,090dollars as filed
CABOT CORP127055101COM3,099$257,686dollars as filed
Southern Company842587107COM2,788$256,394dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,014$251,504dollars as filed
NOVO-NORDISK A S ADR670100205ADR3,564$247,451dollars as filed
KROGER CO COM501044101Stock3,599$243,614dollars as filed
CME Group Inc. Class A12572Q105COM914$242,572dollars as filed
Costco Wholesale Corporation22160K105COM254$240,339dollars as filed
Progressive Corporation743315103COM844$238,903dollars as filed
EOG RES INC COM26875P101Stock1,862$238,783dollars as filed
INSIGHT ENTERPRISES INC45765U103COM1,590$238,484dollars as filed
STERLING INFRASTRUCTURE INC COM859241101Stock2,103$238,081dollars as filed
FACTSET RESH SYS INC COM303075105Stock520$236,425dollars as filed
WALGREENS BOOTS ALLIANCE INC931427108COM21,141$236,145dollars as filed
GARTNERINC366651107STOK561$235,474dollars as filed
OVINTIV INC69047Q102COM5,457$233,567dollars as filed
BROWN & BROWN INC COM115236101Stock1,863$231,769dollars as filed
GRAHAM HLDGS CO COM CL B384637104Stock241$231,575dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM655$230,940dollars as filed
General Electric Company369604301COM1,150$230,223dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock945$229,179dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock1,889$228,370dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock1,292$227,178dollars as filed
REINSURANCE GROUP AMER INC COM NEW759351604Stock1,144$225,268dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock2,990$223,293dollars as filed
Invesco S&P International Dev Momt ETF46138E222SHS5,025$221,900dollars as filed
PINNACLE FINANCIAL PARTNERS IN72346Q104COM2,075$220,033dollars as filed
CLOROX CO DEL189054109COM1,488$219,108dollars as filed
T-Mobile US,Inc.872590104COM815$217,420dollars as filed
HALEON PLC SPON ADS405552100ADR21,069$216,800dollars as filed
FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS344419106ADR2,208$215,457dollars as filed
NIKE,Inc. Class B654106103COM3,389$215,134dollars as filed
TENARIS S A SPONSORED ADS88031M109ADR5,468$213,869dollars as filed
Marsh & McLennan Companies,Inc.571748102COM870$212,359dollars as filed
TELEDYNE TECHNOLOGIES INC COM879360105Stock423$210,531dollars as filed
Pfizer Inc.717081103COM8,263$209,381dollars as filed
Micron Technology,Inc.595112103COM2,405$208,977dollars as filed
ENTERGY CORP NEW COM29364G103Stock2,442$208,760dollars as filed
KINSALECAPGROUPINC49714P108STOK421$204,905dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock1,445$204,207dollars as filed
TRUIST FINL CORP COM89832Q109Stock4,941$203,330dollars as filed
CARLISLE COS INC COM142339100Stock597$203,279dollars as filed
COGNIZANT TECHNOLOGY SOLUTIONS CL A192446102Stock2,655$203,108dollars as filed
POPULAR INC733174700COM NEW2,195$202,752dollars as filed
CAL MAINE FOODS INC COM NEW128030202Stock2,208$200,724dollars as filed
DOVER CORP COM260003108Stock1,140$200,275dollars as filed
GARRETT MOTION INC366505105COM21,155$177,065dollars as filed
KINROSS GOLD CORP496902404COM12,773$161,068dollars as filed
SUMITOMO MITSUI FIN GRP INC86562M209SPONSORED ADR10,295$159,158dollars as filed
SUNCOKE ENERGY INC86722A103COMMON STOCK16,246$149,461dollars as filed
ICL GROUP LTD SHSM53213100Stock23,651$133,080dollars as filed
PLAYTIKA HOLDING CORP72815L107COMMON STOCK23,514$121,566dollars as filed
CLEVELAND-CLIFFS INC NEW COM185899101Stock14,525$119,396dollars as filed
HOOKER FURNISHINGS CORPORATI439038100COM11,889$119,366dollars as filed
ORLA MNG LTD NEW68634K106COM12,436$116,277dollars as filed
ENERFLEX LTD29269R105COM11,549$89,274dollars as filed
TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10294821608ADR10,959$85,045dollars as filed
D-WAVE QUANTUM INC26740W109COM10,700$81,320dollars as filed
MIZUHO FINANCIAL GROUP INC SPONSORED ADR60687Y109ADR12,461$68,660dollars as filed
NEW GOLD INC CDA644535106COM15,829$58,726dollars as filed
QUANTUMSCAPE CORP COM CL A74767V109Stock12,446$51,775dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001968507-25-000004this filing2025-05-14acceptance time not in the bulk data set