Baron Wealth Management LLC
Q4 2024 13F Holdings
- Locationtroy, MI
- Num holdings
193
- Value ($000)
$212,492
- Date Filed01/23/2025
- Form type13F-HR
- CIK0001968507
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $54.05 M | 25 % | 303,537 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $26.60 M | 13 % | 230,855 | ||
SNA SNAP ON INC | COM | 833034101 | $7.93 M | 4 % | 23,355 | ||
AAPL APPLE INC | COM | 037833100 | $7.74 M | 4 % | 30,924 | ||
RIVN RIVIAN AUTOMOTIVE INC | COM CL A | 76954A103 | $7.50 M | 4 % | 563,953 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.08 M | 2 % | 8,663 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.71 M | 2 % | 8,814 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $3.62 M | 2 % | 18,476 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $3.45 M | 2 % | 18,641 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $3.32 M | 2 % | 69,472 |
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