• 13F History

Baron Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$212M
Signature - Title
Beth Zilka - Managing Member
Location
Troy, MI
Summary
This page shows a list of all the recent 13F filings made by Baron Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Baron Wealth Management LLC reported 193 stock holdings with total value $212M as of Q4 2024. Top holdings included QUAL, IJR, SNA, AAPL, and RIVN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 193 $212M +$12.1M -$9.64M +$2.46M QUAL, IJR, SNA, AAPL, RIVN 13F-HR 1/23/2025, 12:24 PM
Q3 2024 204 $208M +$14.1M -$8.77M +$5.29M QUAL, IJR, AAPL, SNA, RIVN 13F-HR 11/7/2024, 04:14 PM
Q2 2024 183 $193M +$11.3M -$7.27M +$4.04M QUAL, IJR, RIVN, AAPL, SNA 13F-HR 8/13/2024, 08:48 AM
Q1 2024 181 $188M +$7.64M -$7.2M +$448K QUAL, IJR, RIVN, SNA, AAPL 13F-HR 5/8/2024, 01:54 PM
Q4 2023 176 $183M +$15.6M -$4.31M +$11.3M QUAL, IJR, RIVN, AAPL, SNA 13F-HR 1/4/2024, 11:13 AM
Q3 2023 154 $157M +$6.91M -$5.74M +$1.17M QUAL, IJR, RIVN, SNA, AAPL 13F-HR 11/1/2023, 01:56 PM
Q2 2023 144 $158M +$10.5M -$2.93M +$7.57M QUAL, IJR, RIVN, AAPL, SNA 13F-HR 8/8/2023, 02:49 PM
Q1 2023 137 $141M +$13.9M -$5.45M +$8.41M QUAL, IJR, RIVN, AAPL, SNA Restatement 6/6/2023, 11:34 AM
Q4 2022 133 $130M QUAL, IJR, RIVN, SNA, AAPL Restatement 6/6/2023, 11:29 AM