Portfolio (Quarterly)
Guide ↗
Baron Wealth Management LLC
· CIK 0001968507| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | F | FORD MTR CO | Consumer Cyclical | 58,916 | $680K | 0.20% | SOLD |
| 2 | PENN | PENN ENTERTAINMENT INC | Consumer Cyclical | 36,363 | $547K | 0.16% | SOLD |
| 3 | — | INSTALLED BLDG PRODS INC | — | 1,143 | $303K | 0.09% | SOLD |
| 4 | SAP | SAP SE | Technology | 1,707 | $292K | 0.09% | SOLD |
| 5 | KR | KROGER CO | Consumer Defensive | 3,951 | $286K | 0.09% | SOLD |
| 6 | RMD | RESMED INC | Healthcare | 1,227 | $276K | 0.08% | SOLD |
| 7 | CSGP | COSTAR GROUP INC | Real Estate | 6,277 | $253K | 0.08% | SOLD |
| 8 | EMBC | EMBECTA CORP | Healthcare | 28,403 | $251K | 0.07% | SOLD |
| 9 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 3,542 | $222K | 0.07% | SOLD |
| 10 | APA | APA CORPORATION | Energy | 5,227 | $222K | 0.07% | SOLD |
| 11 | T | AT&T INC | Communication Services | 7,495 | $217K | 0.07% | SOLD |
| 12 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 1,436 | $215K | 0.06% | SOLD |
| 13 | HSY | HERSHEY CO | Consumer Defensive | 1,029 | $214K | 0.06% | SOLD |
| 14 | SNCY | SUN CTRY AIRLS HLDGS INC | Industrials | 12,862 | $212K | 0.06% | SOLD |
| 15 | MDT | MEDTRONIC PLC | Healthcare | 2,401 | $208K | 0.06% | SOLD |
| 16 | HAL | HALLIBURTON CO | Energy | 5,327 | $208K | 0.06% | SOLD |
| 17 | HUBG | HUB GROUP INC | Industrials | 5,705 | $206K | 0.06% | SOLD |
| 18 | AZN | ASTRAZENECA PLC | Healthcare | 1,036 | $204K | 0.06% | SOLD |
| 19 | SONY | SONY GROUP CORP | Technology | 9,854 | $204K | 0.06% | SOLD |
| 20 | ORLA | ORLA MNG LTD NEW | Basic Materials | 12,480 | $201K | 0.06% | SOLD |
Sector Allocation
Technology
26.3%
Financial Services
20.0%
Industrials
17.4%
Consumer Cyclical
12.6%
Healthcare
8.0%
Communication Services
4.3%
Consumer Defensive
3.6%
Basic Materials
3.2%
Energy
2.8%
Utilities
1.1%