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  Name: Baron Wealth Management LLC
  City: TROY
  State: MI
  Zip: 48083
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $188,347,000
  Total Value Change : $5,795,000
  Securities Held Change : 5
   
All Securities Held : 181
  New Positions : 16
  Closed Positions : 11
  Increased Positions : 54
  Unchanged Positions : 47
  Decreased Positions : 64

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 16     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MMYT)1 Year Chart         MMYT MakeMyTrip Ltd 104 New $85.37 $329,000 4,626 0.17% 329,000 4,626 0.007    Entertainment - Diver...
   (KNSL)1 Year Chart         KNSL Kinsale Capital Group, Inc. 113 New $382.60 $310,000 590 0.16% 310,000 590 0.003    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 121 New $118.58 $297,000 2,556 0.16% 297,000 2,556 0.001    Integrated Oil & Gas
   (MTB)1 Year Chart         MTB M&T Bank Corp 134 New $154.59 $265,000 1,824 0.14% 265,000 1,824 0.001    Domestic Regional Banks
   (CI)1 Year Chart         CI Cigna Corporation 135 New $343.28 $264,000 726 0.14% 264,000 726 0    Health Care Plans
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 139 New $0.00 $252,000 260 0.13% 252,000 260 0    Semiconductor Equipme...
   (RGA)1 Year Chart         RGA Reinsurance Group of Americ... 148 New $208.66 $236,000 1,226 0.13% 236,000 1,226 0    Life & Health Insurance
   (TRV)1 Year Chart         TRV Travelers Companies Inc 154 New $214.35 $230,000 1,001 0.12% 230,000 1,001 0    Property & Casualty I...
   (CSL)1 Year Chart         CSL Carlisle Companies Inc 155 New $421.35 $229,000 585 0.12% 229,000 585 0.001    Rubber & Plastics
   (VZ)1 Year Chart         VZ Verizon Communications Inc 163 New $40.49 $220,000 5,245 0.12% 220,000 5,245 0.001    Telecom Services - Do...
   (HD)1 Year Chart         HD Home Depot Inc 168 New $348.67 $217,000 564 0.12% 217,000 564 0    Home Improvement Stores
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 167 New $246.62 $217,000 868 0.12% 217,000 868 0    Business Software & S...
   (GPC)1 Year Chart         GPC Genuine Parts Co 170 New $155.01 $213,000 1,372 0.11% 213,000 1,372 0.001    Auto Parts Wholesale
   (GWRE)1 Year Chart         GWRE Guidewire Software, Inc. 172 New $123.75 $210,000 1,796 0.11% 210,000 1,796 0.002    Business Software & S...
   (CAG)1 Year Chart         CAG ConAgra Foods Inc 175 New $30.42 $201,000 6,765 0.11% 201,000 6,765 0.003    Food - Major Diversified
   (MMM)1 Year Chart         MMM 3M Co 176 New $101.24 $201,000 1,895 0.11% 201,000 1,895 0    Conglomerates

      16 Records Found
  1    
Page 1 of 1
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