Portfolio (Quarterly)
Guide ↗
Baron Wealth Management LLC
· CIK 0001968507| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IWD | ISHARES TR | — | 3,001 | $631K | 0.20% | SOLD |
| 2 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | Consumer Cyclical | 4,389 | $360K | 0.11% | SOLD |
| 3 | FICO | FAIR ISAAC CORP | Technology | 192 | $325K | 0.10% | SOLD |
| 4 | PANW | PALO ALTO NETWORKS INC | Technology | 1,726 | $318K | 0.10% | SOLD |
| 5 | PTC | PTC INC | Technology | 1,509 | $263K | 0.08% | SOLD |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 1,435 | $255K | 0.08% | SOLD |
| 7 | QCOM | QUALCOMM INC | Technology | 1,479 | $253K | 0.08% | SOLD |
| 8 | TFC | TRUIST FINL CORP | Financial Services | 5,116 | $252K | 0.08% | SOLD |
| 9 | THO | THOR INDS INC | Consumer Cyclical | 2,376 | $244K | 0.07% | SOLD |
| 10 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 933 | $240K | 0.07% | SOLD |
| 11 | HDB | HDFC BANK LTD | Financial Services | 6,446 | $236K | 0.07% | SOLD |
| 12 | PAYC | PAYCOM SOFTWARE INC | Technology | 1,341 | $214K | 0.07% | SOLD |
| 13 | BX | BLACKSTONE INC | Financial Services | 1,381 | $213K | 0.07% | SOLD |
| 14 | OMF | ONEMAIN HLDGS INC | Financial Services | 3,138 | $212K | 0.07% | SOLD |
| 15 | INTU | INTUIT | Technology | 319 | $211K | 0.07% | SOLD |
| 16 | — | NEW GOLD INC CDA | — | 24,040 | $209K | 0.07% | SOLD |
| 17 | IBEX | IBEX LTD | Technology | 5,460 | $208K | 0.06% | SOLD |
| 18 | — | CENCORA INC | — | 605 | $204K | 0.06% | SOLD |
| 19 | MFIN | MEDALLION FINL CORP | Financial Services | 11,185 | $115K | 0.04% | SOLD |
| 20 | III | INFORMATION SVCS GROUP INC | Technology | 19,365 | $112K | 0.03% | SOLD |
Sector Allocation
Technology
22.9%
Financial Services
18.5%
Industrials
16.2%
Consumer Cyclical
13.5%
Healthcare
8.9%
Communication Services
6.5%
Consumer Defensive
4.2%
Energy
4.2%
Basic Materials
3.7%
Utilities
1.1%