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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 : 11     View All Holdings Currently Viewing:  Closed 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
   (KTB)1 Year Chart         KTB Kontoor Brands, Inc. 187 Closed $69.23 $0 0 0% -397,000 -6,362 0    N/A
   (RIO)1 Year Chart         RIO Rio Tinto Plc (ADR) 186 Closed $69.69 $0 0 0% -213,000 -2,863 0    Gold
   (HOFT)1 Year Chart         HOFT Hooker Furniture Corp 192 Closed $18.60 $0 0 0% -207,000 -7,923 0    Home Furnishings & Fi...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 185 Closed $177.81 $0 0 0% -273,000 -1,097 0    Auto Manufacturers
   (BHP)1 Year Chart         BHP BHP Billiton Limited (ADR) 191 Closed $58.79 $0 0 0% -291,000 -4,267 0    Industrial Metals & M...
   (WBA)1 Year Chart         WBA Walgreens Boots Alliance, Inc. 184 Closed $18.35 $0 0 0% -397,000 -15,209 0    N/A
   (AHS)1 Year Chart         AHS AMN Healthcare Services Inc 190 Closed $62.36 $0 0 0% -221,000 -2,948 0    Staffing & Outsourcin...
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 183 Closed $106.66 $0 0 0% -214,000 -1,937 0    Closed - End Fund - E...
   (ADM)1 Year Chart         ADM Archer Daniels Midland Co 189 Closed $61.67 $0 0 0% -251,000 -3,478 0    Food - Major Diversified
   (BA)1 Year Chart         BA Boeing Co 182 Closed $180.76 $0 0 0% -319,000 -1,223 0    Aerospace/Defense - M...
   (ECL)1 Year Chart         ECL Ecolab Inc 188 Closed $231.90 $0 0 0% -322,000 -1,624 0    Cleaning Products

      11 Records Found
  1    
Page 1 of 1
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