Baron Wealth Management LLC
- SEC CIK
- 0001968507
- 最新申報
- 2026/7/7
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/6/6 申報。只含多頭部位。
- 持股檔數
- 133
- 2022 年第 3 季沒有申報
- 總值
- $1.30 億
- 2022 年第 3 季沒有申報
Baron Wealth Management LLC 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 214,019 | $2,439 萬 | 18.7% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 161,571 | $1,529 萬 | 11.7% | – | – | – |
| RIVNRivian Automotive, Inc. | Stock | 612,453 | $1,129 萬 | 8.7% | – | – | 歷史 |
| SNASnap-on Inc | COM | 20,723 | $473.5 萬 | 3.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 34,515 | $448.4 萬 | 3.4% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 25,417 | $386.0 萬 | 3.0% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,328 | $356.7 萬 | 2.7% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 54,221 | $317.2 萬 | 2.4% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 28,161 | $277.8 萬 | 2.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 63,564 | $266.8 萬 | 2.0% | – | – | – |
| FFord Motor Co | Stock | 190,150 | $221.1 萬 | 1.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,862 | $212.5 萬 | 1.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 10,781 | $190.4 萬 | 1.5% | – | – | 歷史 |
| FIVEFive Below, Inc | COM | 10,074 | $178.2 萬 | 1.4% | – | – | 歷史 |
| BAXBaxter International Inc | Stock | 26,016 | $132.6 萬 | 1.0% | – | – | 歷史 |
| CVXChevron Corp | Stock | 6,699 | $120.2 萬 | 0.9% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,240 | $113.9 萬 | 0.9% | – | – | – |
| PGProcter & Gamble Co | Stock | 5,902 | $89.4 萬 | 0.7% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 4,939 | $81.0 萬 | 0.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 9,590 | $80.6 萬 | 0.6% | – | – | 歷史 |
| BWABorgwarner Inc | COM | 19,600 | $78.9 萬 | 0.6% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 11,992 | $78.7 萬 | 0.6% | – | – | – |
| GMGeneral Motors Co | COM | 22,836 | $76.8 萬 | 0.6% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,385 | $73.4 萬 | 0.6% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 2,714 | $72.0 萬 | 0.6% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,481 | $66.1 萬 | 0.5% | – | – | – |
| CSGPCostar Group, Inc. | COM | 8,292 | $64.1 萬 | 0.5% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 7,495 | $62.7 萬 | 0.5% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 9,067 | $61.2 萬 | 0.5% | – | – | – |
| VVisa Inc. | Stock | 2,864 | $59.5 萬 | 0.5% | – | – | 歷史 |
| HEIHeico Corp | COM | 3,737 | $57.4 萬 | 0.4% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,263 | $56.9 萬 | 0.4% | – | – | – |
| VRSKVerisk Analytics, Inc. | COM | 3,192 | $56.3 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,191 | $56.2 萬 | 0.4% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,617 | $54.2 萬 | 0.4% | – | – | 歷史 |
| LINLinde PLC | SHS | 1,580 | $51.5 萬 | 0.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,806 | $51.2 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288372 | GLB INFRASTR ETF | 11,120 | $51.0 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,491 | $50.8 萬 | 0.4% | – | – | – |
| GLOBGlobant S.A. | COM | 2,935 | $49.4 萬 | 0.4% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 2,356 | $46.9 萬 | 0.4% | – | – | 歷史 |
| RBARB Global Inc. | COM | 7,842 | $45.4 萬 | 0.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 5,219 | $45.3 萬 | 0.3% | – | – | 歷史 |
| PAYCPaycom Software, Inc. | Stock | 1,439 | $44.7 萬 | 0.3% | – | – | 歷史 |
| FASTFastenal Co | Stock | 9,339 | $44.2 萬 | 0.3% | – | – | 歷史 |
| LOPEGrand Canyon Education, Inc. | COM | 4,154 | $43.9 萬 | 0.3% | – | – | 歷史 |
| DVNDevon Energy Corp | Stock | 7,130 | $43.9 萬 | 0.3% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 3,329 | $43.1 萬 | 0.3% | – | – | 歷史 |
| COPConocoPhillips | Stock | 3,639 | $42.9 萬 | 0.3% | – | – | 歷史 |
| ROLRollins Inc | COM | 11,659 | $42.6 萬 | 0.3% | – | – | 歷史 |
| DGDollar General Corp | COM | 1,724 | $42.5 萬 | 0.3% | – | – | 歷史 |
| HALHalliburton Co | Stock | 10,774 | $42.4 萬 | 0.3% | – | – | 歷史 |
| TYLTyler Technologies Inc | COM | 1,310 | $42.2 萬 | 0.3% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 2,564 | $41.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 5,870 | $41.3 萬 | 0.3% | – | – | – |
| SBUXStarbucks Corp | Stock | 4,127 | $40.9 萬 | 0.3% | – | – | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 1,739 | $40.9 萬 | 0.3% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,050 | $40.4 萬 | 0.3% | – | – | 歷史 |
| ONOn Semiconductor Corp | Stock | 6,462 | $40.3 萬 | 0.3% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 701 | $38.6 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 2,237 | $38.2 萬 | 0.3% | – | – | – |
| MSMorgan Stanley | Stock | 4,456 | $37.9 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,892 | $37.6 萬 | 0.3% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 912 | $37.2 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,193 | $37.2 萬 | 0.3% | – | – | 歷史 |
| RTXRTX Corp | Stock | 3,569 | $36.0 萬 | 0.3% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 4,511 | $35.9 萬 | 0.3% | – | – | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 5,541 | $35.0 萬 | 0.3% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 877 | $34.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 6,841 | $33.9 萬 | 0.3% | – | – | – |
| CBChubb Ltd | Stock | 1,474 | $32.5 萬 | 0.2% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 2,662 | $30.8 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 7,797 | $30.7 萬 | 0.2% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,651 | $30.4 萬 | 0.2% | – | – | 歷史 |
| SHELShell plc | ADR | 5,336 | $30.4 萬 | 0.2% | – | – | 歷史 |
| AMNAmn Healthcare Services Inc | COM | 2,935 | $30.2 萬 | 0.2% | – | – | 歷史 |
| WRBBerkley W R Corp | COM | 4,087 | $29.7 萬 | 0.2% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 2,181 | $29.5 萬 | 0.2% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 2,025 | $29.5 萬 | 0.2% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 952 | $29.3 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 950 | $29.3 萬 | 0.2% | – | – | 歷史 |
| ANSSAnsys Inc | COM | 1,203 | $29.1 萬 | 0.2% | – | – | 歷史 |
| ALLYAlly Financial Inc. | Stock | 11,880 | $29.0 萬 | 0.2% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 2,818 | $28.5 萬 | 0.2% | – | – | 歷史 |
| SYKStryker Corp | Stock | 1,165 | $28.5 萬 | 0.2% | – | – | 歷史 |
| SNYSanofi | SPONSORED ADR | 5,803 | $28.1 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,916 | $28.0 萬 | 0.2% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 7,992 | $27.9 萬 | 0.2% | – | – | 歷史 |
| SIGISelective Insurance Group Inc | COM | 3,120 | $27.6 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,470 | $27.4 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,688 | $27.3 萬 | 0.2% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 1,735 | $27.2 萬 | 0.2% | – | – | 歷史 |
| AFLAflac Inc | Stock | 3,702 | $26.6 萬 | 0.2% | – | – | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 7,207 | $26.6 萬 | 0.2% | – | – | – |
| BSXBoston Scientific Corp | Stock | 5,637 | $26.1 萬 | 0.2% | – | – | 歷史 |
| WKWorkiva Inc | COM CL A | 3,072 | $25.8 萬 | 0.2% | – | – | 歷史 |
| ALCAlcon Inc | Stock | 3,678 | $25.2 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 1,776 | $25.2 萬 | 0.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 1,393 | $25.2 萬 | 0.2% | – | – | 歷史 |
| BLBlackline, Inc. | COM | 3,708 | $24.9 萬 | 0.2% | – | – | 歷史 |