Filling information for Baron Wealth Management LLC as Treemap, investor disclosed 144 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 215029 | 1596 | |
| 007973100 | 007973100 | ADVANCED ENERGY INDS | COM | 320642 | 2877 | |
| 001055102 | 001055102 | AFLAC INC | COM | 258400 | 3702 | |
| 009158106 | 009158106 | AIR PRODS & CHEMS INC | COM | 290245 | 969 | |
| H01301128 | H01301128 | ALCON AG | ORD SHS | 309308 | 3767 | |
| 016255101 | 016255101 | ALIGN TECHNOLOGY INC | COM | 315447 | 892 | |
| 01675A109 | 01675A109 | ALLBIRDS INC | COM CL A | 22680 | 18000 | |
| 02005N100 | 02005N100 | ALLY FINL INC | COM | 394346 | 14600 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 506331 | 4230 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 518961 | 4290 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1459450 | 11196 | |
| 02319V103 | 02319V103 | AMBEV SA | SPONSORED ADR | 103843 | 32655 | |
| 023436108 | 023436108 | AMEDISYS INC | COM | 258044 | 2822 | |
| 026874784 | 026874784 | AMERICAN INTL GROUP INC | COM NEW | 348692 | 6060 | |
| 001744101 | 001744101 | AMN HEALTHCARE SVCS INC | COM | 320267 | 2935 | |
| 032654105 | 032654105 | ANALOG DEVICES INC | COM | 968206 | 4970 | |
| 03662Q105 | 03662Q105 | ANSYS INC | COM | 399296 | 1209 | |
| 037833100 | 037833100 | APPLE INC | COM | 6607116 | 34063 | |
| 046353108 | 046353108 | ASTRAZENECA PLC | SPONSORED ADR | 338455 | 4729 | |
| 05946K101 | 05946K101 | BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 153170 | 19944 | |
| 05964H105 | 05964H105 | BANCO SANTANDER S.A. | ADR | 100055 | 26969 | |
| 071813109 | 071813109 | BAXTER INTL INC | COM | 1198729 | 26311 | |
| 084423102 | 084423102 | BERKLEY W R CORP | COM | 274274 | 4605 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 335203 | 983 | |
| 088606108 | 088606108 | BHP GROUP LTD | SPONSORED ADS | 213917 | 3585 | |
| 097023105 | 097023105 | BOEING CO | COM | 255292 | 1209 | |
| 099502106 | 099502106 | BOOZ ALLEN HAMILTON HLDG COR | CL A | 228780 | 2050 | |
| 099724106 | 099724106 | BORGWARNER INC | COM | 958636 | 19600 | |
| 101137107 | 101137107 | BOSTON SCIENTIFIC CORP | COM | 326325 | 6033 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 246050 | 1000 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 1089177 | 6922 | |
| H1467J104 | H1467J104 | CHUBB LIMITED | COM | 297505 | 1545 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 282086 | 5452 | |
| 20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 341250 | 8213 | |
| 200340107 | 200340107 | COMERICA INC | COM | 263933 | 6231 | |
| 20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 414958 | 4005 | |
| 21036P108 | 21036P108 | CONSTELLATION BRANDS INC | CL A | 303227 | 1232 | |
| 22160N109 | 22160N109 | COSTAR GROUP INC | COM | 740836 | 8324 | |
| 126650100 | 126650100 | CVS HEALTH CORP | COM | 207113 | 2996 | |
| 235851102 | 235851102 | DANAHER CORPORATION | COM | 707760 | 2949 | |
| 25179M103 | 25179M103 | DEVON ENERGY CORP NEW | COM | 378502 | 7830 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 375507 | 4206 | |
| 256677105 | 256677105 | DOLLAR GEN CORP NEW | COM | 325129 | 1915 | |
| 256746108 | 256746108 | DOLLAR TREE INC | COM | 247681 | 1726 | |
| 26614N102 | 26614N102 | DUPONT DE NEMOURS INC | COM | 209462 | 2932 | |
| 278865100 | 278865100 | ECOLAB INC | COM | 397090 | 2127 | |
| 281020107 | 281020107 | EDISON INTL | COM | 230782 | 3323 | |
| 29358P101 | 29358P101 | ENSIGN GROUP INC | COM | 208389 | 2183 | |
| 26875P101 | 26875P101 | EOG RES INC | COM | 378453 | 3307 | |
| 303075105 | 303075105 | FACTSET RESH SYS INC | COM | 203931 | 509 | |
| 311900104 | 311900104 | FASTENAL CO | COM | 554211 | 9395 | |
| 337738108 | 337738108 | FISERV INC | COM | 266050 | 2109 | |
| 33829M101 | 33829M101 | FIVE BELOW INC | COM | 1626565 | 8276 | |
| 344419106 | 344419106 | FOMENTO ECONOMICO MEXICANO S | SPON ADR UNITS | 305143 | 2753 | |
| 345370860 | 345370860 | FORD MTR CO DEL | COM | 1666341 | 110135 | |
| 366651107 | 366651107 | GARTNER INC | COM | 205632 | 587 | |
| 37045V100 | 37045V100 | GENERAL MTRS CO | COM | 1703003 | 44165 | |
| L44385109 | L44385109 | GLOBANT S A | COM | 529815 | 2948 | |
| 38526M106 | 38526M106 | GRAND CANYON ED INC | COM | 336465 | 3260 | |
| 405552100 | 405552100 | HALEON PLC | SPON ADS | 105571 | 12598 | |
| 406216101 | 406216101 | HALLIBURTON CO | COM | 387237 | 11738 | |
| 40415F101 | 40415F101 | HDFC BANK LTD | SPONSORED ADS | 207427 | 2976 | |
| 422806109 | 422806109 | HEICO CORP NEW | COM | 664056 | 3753 | |
| 428291108 | 428291108 | HEXCEL CORP NEW | COM | 200465 | 2637 | |
| 438516106 | 438516106 | HONEYWELL INTL INC | COM | 207500 | 1000 | |
| 45168D104 | 45168D104 | IDEXX LABS INC | COM | 464061 | 924 | |
| 45765U103 | 45765U103 | INSIGHT ENTERPRISES INC | COM | 218778 | 1495 | |
| 45866F104 | 45866F104 | INTERCONTINENTAL EXCHANGE IN | COM | 238260 | 2107 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 917162 | 2483 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 17273467 | 173341 | |
| 464288372 | 464288372 | ISHARES TR | GLB INFRASTR ETF | 528390 | 11254 | |
| 464287242 | 464287242 | ISHARES TR | IBOXX INV CP ETF | 205740 | 1903 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 883513 | 12186 | |
| 46432F339 | 46432F339 | ISHARES TR | MSCI USA QLT FCT | 39438051 | 292415 | |
| 464287499 | 464287499 | ISHARES TR | RUS MID CAP ETF | 664650 | 9101 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 612458 | 3270 | |
| 464287101 | 464287101 | ISHARES TR | S&P 100 ETF | 462986 | 2236 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 2192124 | 31103 | |
| 464288679 | 464288679 | ISHARES TR | SHORT TREAS BD | 429430 | 3888 | |
| 466313103 | 466313103 | JABIL INC | COM | 242411 | 2246 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 1799322 | 10871 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 549636 | 3779 | |
| 526107107 | 526107107 | LENNOX INTL INC | COM | 226619 | 695 | |
| G54950103 | G54950103 | LINDE PLC | SHS | 613158 | 1609 | |
| 548661107 | 548661107 | LOWES COS INC | COM | 680486 | 3015 | |
| 56501R106 | 56501R106 | MANULIFE FINL CORP | COM | 193601 | 10238 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 245813 | 625 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 214258 | 718 | |
| G5960L103 | G5960L103 | MEDTRONIC PLC | SHS | 224215 | 2545 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 241280 | 2091 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 350016 | 1220 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 2942561 | 8641 | |
| 617446448 | 617446448 | MORGAN STANLEY | COM NEW | 380866 | 4460 | |
| 620076307 | 620076307 | MOTOROLA SOLUTIONS INC | COM NEW | 410299 | 1399 | |
| 64110L106 | 64110L106 | NETFLIX INC | COM | 207471 | 471 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 616231 | 8305 | |
| 670100205 | 670100205 | NOVO-NORDISK A S | ADR | 237405 | 1467 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 762705 | 1803 | |
| 682189105 | 682189105 | ON SEMICONDUCTOR CORP | COM | 611176 | 6462 | |
| 701094104 | 701094104 | PARKER-HANNIFIN CORP | COM | 303977 | 779 | |
| 704326107 | 704326107 | PAYCHEX INC | COM | 300191 | 2683 | |
| 70432V102 | 70432V102 | PAYCOM SOFTWARE INC | COM | 464834 | 1447 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 253930 | 1371 | |
| 72201R833 | 72201R833 | PIMCO ETF TR | ENHAN SHRT MA AC | 5273019 | 52857 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 909651 | 5995 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 358240 | 3657 | |
| 74935Q107 | 74935Q107 | RB GLOBAL INC | COM | 472860 | 7881 | |
| 76954A103 | 76954A103 | RIVIAN AUTOMOTIVE INC | COM CL A | 9395457 | 563953 | |
| 775711104 | 775711104 | ROLLINS INC | COM | 501753 | 11715 | |
| 78409V104 | 78409V104 | S&P GLOBAL INC | COM | 663874 | 1656 | |
| 78709Y105 | 78709Y105 | SAIA INC | COM | 297897 | 870 | |
| 79466L302 | 79466L302 | SALESFORCE INC | COM | 649202 | 3073 | |
| 80105N105 | 80105N105 | SANOFI | SPONSORED ADR | 310464 | 5760 | |
| 803054204 | 803054204 | SAP SE | SPON ADR | 229430 | 1677 | |
| 808513105 | 808513105 | SCHWAB CHARLES CORP | COM | 347108 | 6124 | |
| 81369Y860 | 81369Y860 | SELECT SECTOR SPDR TR | RL EST SEL SEC | 262784 | 6972 | |
| 816300107 | 816300107 | SELECTIVE INS GROUP INC | COM | 299364 | 3120 | |
| 81762P102 | 81762P102 | SERVICENOW INC | COM | 496220 | 883 | |
| 780259305 | 780259305 | SHELL PLC | SPON ADS | 334566 | 5541 | |
| 833034101 | 833034101 | SNAP ON INC | COM | 5972161 | 20723 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 4160866 | 9387 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 411524 | 4154 | |
| 863667101 | 863667101 | STRYKER CORPORATION | COM | 355389 | 1165 | |
| 874039100 | 874039100 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 415185 | 4114 | |
| 883556102 | 883556102 | THERMO FISHER SCIENTIFIC INC | COM | 496706 | 952 | |
| 872540109 | 872540109 | TJX COS INC NEW | COM | 365021 | 4305 | |
| 902252105 | 902252105 | TYLER TECHNOLOGIES INC | COM | 575562 | 1382 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 247375 | 1209 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 679625 | 1414 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 532727 | 2420 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 483098 | 1186 | |
| 922907746 | 922907746 | VANGUARD MUN BD FDS | TAX EXEMPT BD | 347472 | 6919 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2925402 | 18010 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2207043 | 47792 | |
| 922475108 | 922475108 | VEEVA SYS INC | CL A COM | 516866 | 2614 | |
| 92345Y106 | 92345Y106 | VERISK ANALYTICS INC | COM | 534561 | 2365 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 287218 | 7723 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 688217 | 2898 | |
| 931142103 | 931142103 | WALMART INC | COM | 291569 | 1855 | |
| 949746101 | 949746101 | WELLS FARGO CO NEW | COM | 261116 | 6118 | |
| 955306105 | 955306105 | WEST PHARMACEUTICAL SVSC INC | COM | 667793 | 1746 | |
| 98139A105 | 98139A105 | WORKIVA INC | COM CL A | 314841 | 3097 | |
| 98956P102 | 98956P102 | ZIMMER BIOMET HOLDINGS INC | COM | 202675 | 1392 | |
| 98978V103 | 98978V103 | ZOETIS INC | CL A | 345453 | 2006 |