Baron Wealth Management LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$193M
Signature - Title
Beth Zilka - Managing Member
Location
3150 Livernois, Suite 250, Troy, MI
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 139 $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 -$4.97M +$5.53M QUAL, IJR, RIVN, AAPL, SNA 13F-HR 8/8/2023, 02:49 PM
Q1 2023 137 $141M +$13.9M -$8.88M +$4.98M QUAL, IJR, RIVN, AAPL, SNA Restatement 6/6/2023, 11:34 AM
Q4 2022 133 $130M $0 $0 QUAL, IJR, RIVN, SNA, AAPL Restatement 6/6/2023, 11:29 AM