$183 Million is the total value of Baron Wealth Management LLC's 178 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EIX | Exit | EDISON INTL | $0 | – | -3,323 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-01-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 5 | Q4 2023 | 25.5% |
| ISHARES TR | 5 | Q4 2023 | 11.7% |
| RIVIAN AUTOMOTIVE INC | 5 | Q4 2023 | 8.7% |
| APPLE INC | 5 | Q4 2023 | 4.2% |
| SNAP ON INC | 5 | Q4 2023 | 3.8% |
| SPDR S&P 500 ETF TR | 5 | Q4 2023 | 2.7% |
| PIMCO ETF TR | 5 | Q4 2023 | 3.3% |
| VANGUARD SPECIALIZED FUNDS | 5 | Q4 2023 | 3.0% |
| MICROSOFT CORP | 5 | Q4 2023 | 1.9% |
| VANGUARD TAX-MANAGED FDS | 5 | Q4 2023 | 2.0% |
View Baron Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-04 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-08 |
| 13F-HR/A | 2023-06-06 |
| 13F-HR/A | 2023-06-06 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-04-04 |
View Baron Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.