Baron-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GTX",
  "GLOB",
  "PLTK",
  "EFX.TO",
  "STRL",
  "RBA.TO",
  "NSIT",
  "MU",
  "MMM",
  "ABT",
  "ABBV",
  "APD",
  "ALL",
  "GOOGL",
  "AIG",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "SAN",
  "WRB",
  "BSX",
  "JOYY",
  "DUK",
  "QS",
  "EOG",
  "SIGI",
  "MMYT",
  "GILD",
  "ARDT",
  "MCD",
  "QBTS",
  null,
  "FIVE",
  "FMX",
  "UNP",
  "ISRG",
  "ITW",
  "RIVN",
  "EMR",
  "ICE",
  "META",
  "ORLA",
  "IVW",
  null,
  null,
  "KNSL",
  "KGC",
  "LIN",
  "ENSG",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MAA",
  "MFG",
  "MS",
  "TMUS",
  null,
  "FICO",
  "FIS",
  "GE",
  "GWRE",
  "HEI",
  "ODFL",
  "FAST",
  "ANSS",
  "IJR",
  "KR",
  "PAYX",
  "PANW",
  "PNC",
  "PGR",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "PFE",
  "PG",
  null,
  "SPGI",
  "NOW",
  "SNA",
  "SHEL",
  "RTX",
  "SAP",
  "AMT",
  "SYK",
  "SBUX",
  "SMFG",
  "ERIC",
  "TEL",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "TYL",
  "UNM",
  "VO",
  "PNFP",
  "SCHW",
  "ALC",
  "AEIS",
  "JBL",
  null,
  "VIG",
  "SXC",
  "TSM",
  "IT",
  "RMD",
  "GHC",
  "ETR",
  "VRSK",
  "LOPE",
  "MEDP",
  "SAIA",
  "MLI",
  "AFL",
  "SONY",
  "DOV",
  "F",
  "EQR",
  "IWR",
  "HOFT",
  "IDXX",
  "FDS",
  "NVO",
  "AMZN",
  "MSI",
  "CLF",
  "OVV",
  "HDB",
  "RGA",
  "USB",
  "VEA",
  "VOO",
  "VTV",
  "VEEV",
  "V",
  "WMT",
  "WBA",
  "WFC",
  "WST",
  "JCI",
  "MFC",
  "ICL",
  "SO",
  "ON",
  "BPOP",
  "ROL",
  "CRM",
  "TDY",
  "TS",
  "LII",
  "MCK",
  null,
  "NGD",
  "GWW",
  "PAYC",
  "ADP",
  "BAC",
  "BBVA",
  "BCS",
  "BRK-B",
  "BWA",
  "BMY",
  "BR",
  "CBT",
  "CALM",
  "CSL",
  "CBOE",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "CLX",
  "CME",
  "CNS",
  "CTSH",
  "CL",
  "COST",
  "CTVA",
  "CSGP",
  "CRWD",
  "DHR",
  "DB",
  "EFA",
  "J",
  "ADI",
  "VOD",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "MO",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 210
Total Value: 227600622
Accession Number: 0001968507-25-000004
Form Type: 13F-HR
CIK: baron-wealth-management
Manager Name: Baron-Wealth-Management

Data Enrichment

96% identified

202 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

210 positions • $227.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Playtika Holding Corp.

PLTK|72815L107

Shares:23.5K

Value:$121.6K

% of Portfolio:0.1% ($121.6K/$227.6M)

CLEVELAND-CLIFFS INC.

CLF|185899101

Shares:14.5K

Value:$119.4K

% of Portfolio:0.1% ($119.4K/$227.6M)

HOOKER FURNISHINGS Corp

HOFT|439038100

Shares:11.9K

Value:$119.4K

% of Portfolio:0.1% ($119.4K/$227.6M)

Orla Mining Ltd.

ORLA|68634K106

Shares:12.4K

Value:$116.3K

% of Portfolio:0.1% ($116.3K/$227.6M)

EQUIFAX INC

EFX.TO|29269R105

Shares:11.5K

Value:$89.3K

% of Portfolio:0.0% ($89.3K/$227.6M)

ERICSSON LM TELEPHONE CO

ERIC|294821608

Shares:11.0K

Value:$85.0K

% of Portfolio:0.0% ($85.0K/$227.6M)

D-Wave Quantum Inc.

QBTS|26740W109

Shares:10.7K

Value:$81.3K

% of Portfolio:0.0% ($81.3K/$227.6M)

MIZUHO FINANCIAL GROUP INC

MFG|60687Y109

Shares:12.5K

Value:$68.7K

% of Portfolio:0.0% ($68.7K/$227.6M)

New Gold Inc. /FI

NGD|644535106

Shares:15.8K

Value:$58.7K

% of Portfolio:0.0% ($58.7K/$227.6M)

QuantumScape Corp

QS|74767V109

Shares:12.4K

Value:$51.8K

% of Portfolio:0.0% ($51.8K/$227.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Playtika Holding Corp.(PLTKcusip72815L107)	23.5K	QoQ NEW(+23.5K) YoY NEW(+23.5K)	All Managers (Combined)	$121.6K	0.1% ($121.6K/$227.6M)	QoQ NEW(+$121.6K) YoY NEW(+$121.6K)
CLEVELAND-CLIFFS INC.(CLFcusip185899101)	14.5K	QoQ NEW(+14.5K) YoY NEW(+14.5K)	All Managers (Combined)	$119.4K	0.1% ($119.4K/$227.6M)	QoQ NEW(+$119.4K) YoY NEW(+$119.4K)
HOOKER FURNISHINGS Corp(HOFTcusip439038100)	11.9K	QoQ 0.00% (-0) YoY NEW(+11.9K)	All Managers (Combined)	$119.4K	0.1% ($119.4K/$227.6M)	QoQ -28.33% (-$47.2K) YoY NEW(+$119.4K)
Orla Mining Ltd.(ORLAcusip68634K106)	12.4K	QoQ NEW(+12.4K) YoY NEW(+12.4K)	All Managers (Combined)	$116.3K	0.1% ($116.3K/$227.6M)	QoQ NEW(+$116.3K) YoY NEW(+$116.3K)
EQUIFAX INC(EFX.TOcusip29269R105)	11.5K	QoQ NEW(+11.5K) YoY NEW(+11.5K)	All Managers (Combined)	$89.3K	0.0% ($89.3K/$227.6M)	QoQ NEW(+$89.3K) YoY NEW(+$89.3K)
ERICSSON LM TELEPHONE CO(ERICcusip294821608)	11.0K	QoQ -27.72% (-4.2K) YoY NEW(+11.0K)	All Managers (Combined)	$85.0K	0.0% ($85.0K/$227.6M)	QoQ -30.41% (-$37.2K) YoY NEW(+$85.0K)
D-Wave Quantum Inc.(QBTScusip26740W109)	10.7K	QoQ NEW(+10.7K) YoY NEW(+10.7K)	All Managers (Combined)	$81.3K	0.0% ($81.3K/$227.6M)	QoQ NEW(+$81.3K) YoY NEW(+$81.3K)
MIZUHO FINANCIAL GROUP INC(MFGcusip60687Y109)	12.5K	QoQ NEW(+12.5K) YoY NEW(+12.5K)	All Managers (Combined)	$68.7K	0.0% ($68.7K/$227.6M)	QoQ NEW(+$68.7K) YoY NEW(+$68.7K)
New Gold Inc. /FI(NGDcusip644535106)	15.8K	QoQ NEW(+15.8K) YoY NEW(+15.8K)	All Managers (Combined)	$58.7K	0.0% ($58.7K/$227.6M)	QoQ NEW(+$58.7K) YoY NEW(+$58.7K)
QuantumScape Corp(QScusip74767V109)	12.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$51.8K	0.0% ($51.8K/$227.6M)	QoQ -19.84% (-$12.8K) YoY -33.86% (-$26.5K)