Baron Wealth Management LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 8, 2024
Value $
$188M
Signature - Title
Beth Zilka - Managing Member
Location
3150 Livernois, Suite 250, Troy, Michigan
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 181 $188M +$7.64M -$7.2M +$448K QUAL, IJR, RIVN, SNA, AAPL, SPY 13F-HR 5/8/2024, 01:54 PM
Q4 2023 176 $183M +$15.6M -$4.31M +$11.3M QUAL, IJR, RIVN, AAPL, SNA, SPY 13F-HR 1/4/2024, 11:13 AM
Q3 2023 154 $157M +$6.91M -$5.74M +$1.17M QUAL, IJR, RIVN, SNA, AAPL, MINT 13F-HR 11/1/2023, 01:56 PM
Q2 2023 144 $158M +$10.5M -$2.93M +$7.57M QUAL, IJR, RIVN, AAPL, SNA, MINT 13F-HR 8/8/2023, 02:49 PM
Q1 2023 137 $141M +$13.9M -$5.45M +$8.41M QUAL, IJR, RIVN, AAPL, SNA, SPY RESTATEMENT 6/6/2023, 11:34 AM
Q4 2022 133 $130M QUAL, IJR, RIVN, SNA, AAPL, VIG RESTATEMENT 6/6/2023, 11:29 AM