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Home > Institutional Investor > Baron Wealth Management Llc > Profile

Instuitional Investor - Baron Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Baron Wealth Management Llc
Portfolio Value $212,491,796
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 303,537 $54,053,838 25.43%
2.
Ishares Trust
 IEF 230,855 $26,599,154 12.51%
3.
Snap-On Inc
 SNA 23,355 $7,928,404 3.73%
4.
Apple Inc.
 AAPL 30,924 $7,744,031 3.64%
5.
Rivian Automotive Inc. / De
 RIVN 563,953 $7,500,575 3.52%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)