Baron Wealth Management LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), Baron Wealth Management LLC reported 181 stock positions worth $188.3 million. Its top holding was iShares MSCI USA Quality Fac (QUAL) at 26.5% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 11.9%) and Rivian Automotive Class A (RIVN, 3.3%). Compared with Q4 2023, it opened 16 new positions, sold out of 11, added to 54 and reduced 64. The biggest buy was Nvidia (NVDA, shares +7%) and the biggest sale Apple (AAPL, shares −4%).

Most Recent 13F
Q2 2026
Location
TROY, MI
CIK
0001968507
Portfolio Value
$188.3M (Q1 2024)
SEC Filing
0001968507-24-000002 ↗ filed May 8, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $188.3M $188.3M Q1 2024 Q2 2024: $193.0M Q2 2024 Q3 2024: $207.8M Q3 2024 Q4 2024: $212.5M Q4 2024 Q1 2025: $227.6M Q1 2025 Q2 2025: $282.3M Q2 2025 Q3 2025: $302.3M Q3 2025 Q4 2025: $324.5M Q4 2025 Q1 2026: $334.4M Q1 2026 Q2 2026: $385.7M Q2 2026

Holdings 181 stocks · $188.3M
QUAL iShares MSCI USA Quality Fac 26.54% 304,155 $50.0M Reduce -0.9%
IJR iShares Core S&P Small-Cap E 11.86% 202,128 $22.3M Add +4.0%
RIVN Rivian Automotive Inc. Class A 3.28% 563,953 $6.2M No change
SNA Snap-on Inc. 3.26% 20,723 $6.1M No change
AAPL Apple Inc. 2.84% 31,247 $5.4M Reduce -4.0%
SPY SS SPDR S&P 500 ETF Trust-US 2.40% 8,641 $4.5M Reduce -0.1%
MSFT Microsoft Corp. 1.88% 8,434 $3.5M No change
VIG Vanguard Dividend Apprec ETF 1.82% 18,821 $3.4M Reduce -1.3%
VEA Vanguard Ftse Developed ETF 1.81% 68,097 $3.4M Add +8.6%
F Ford Motor Co. filed as FORD MTR CO DEL 1.38% 195,985 $2.6M Add +11.1%
IVW iShares S&P 500 Growth ETF 1.31% 29,259 $2.5M Reduce -6.5%
MINT PIMCO Enhanced Short Maturit 1.28% 24,042 $2.4M Reduce -11.8%
NVDA Nvidia Corp. 0.96% 1,997 $1.8M Add +7.1%
AMZN Amazon.com Inc. 0.91% 9,473 $1.7M Add +2.6%
FIVE Five Below 0.90% 9,388 $1.7M Reduce -4.1%
JNJ Johnson & Johnson 0.90% 10,667 $1.7M Add +0.6%
VOO Vanguard S&P 500 ETF 0.69% 2,718 $1.3M Reduce -7.4%
BAX Baxter International Inc. 0.65% 28,665 $1.2M Add +0.1%
QQQ Invesco QQQ Trust Series 1 0.64% 2,720 $1.2M Add +0.1%
CVX Chevron Corp. 0.63% 7,544 $1.2M Add +4.2%
GM General Motors Co. 0.56% 23,309 $1.1M Reduce -37.5%
JPM JPMorgan Chase & Co. 0.53% 4,998 $1.0M Add +16.7%
CRM Salesforce Inc. 0.53% 3,307 $996K Add +11.1%
PG The Procter & Gamble Co. 0.53% 6,133 $995K Add +0.2%
ADI Analog Devices Inc. 0.53% 5,012 $991K No change
EFA iShares MSCI Eafe ETF 0.52% 12,295 $982K No change
V Visa Inc. Class A 0.50% 3,351 $935K Add +13.3%
LOW Lowe's Cos Inc. 0.46% 3,366 $857K Reduce -3.2%
CSGP Costar Group Inc. 0.43% 8,444 $816K Reduce -0.1%
IWR iShares Russell Mid-Cap ETF 0.41% 9,083 $764K Reduce -0.9%
GOOGL Alphabet Inc. Class A 0.40% 5,004 $755K Reduce -2.5%
LIN Linde PLC 0.39% 1,597 $742K Reduce -3.0%
UNH Unitedhealth Group Inc. 0.39% 1,490 $737K Add +2.5%
DHR Danaher Corp. 0.39% 2,951 $737K Reduce -0.4%
HEI Heico Corp. 0.39% 3,805 $727K No change
TMO Thermo Fisher Scientific Inc. 0.39% 1,248 $725K Reduce -0.2%
FAST Fastenal Co. 0.38% 9,177 $708K Add +0.3%
WST West Pharmaceutical Services 0.37% 1,770 $700K No change
SPGI S&P Global Inc. 0.37% 1,629 $693K Add +0.2%
GOOG Alphabet Inc. Class C 0.36% 4,502 $685K Reduce -0.4%
NOW ServiceNow Inc. 0.36% 896 $683K No change
BWA Borgwarner Inc. 0.36% 19,600 $681K No change
IWM iShares Russell 2000 ETF 0.36% 3,221 $677K Reduce -8.8%
TYL Tyler Technologies Inc. 0.33% 1,468 $624K Add +0.3%
VEEV Veeva Systems Inc. Class A 0.33% 2,660 $616K No change
ON On Semiconductor 0.32% 8,285 $609K Reduce -0.1%
GLOB Globant SA 0.32% 2,993 $604K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.32% 2,407 $601K Add +15.2%
VRSK Verisk Analytics Inc. 0.29% 2,355 $555K Reduce -0.2%
OEF iShares S&P 100 ETF 0.29% 2,236 $553K No change
ROL Rollins Inc. 0.29% 11,879 $550K No change
MSI Motorola Solutions Inc. 0.28% 1,481 $526K Reduce -2.9%
BRK.B Berkshire Hathaway Inc. Class B 0.27% 1,221 $513K No change
SAIA Saia Inc. 0.27% 870 $509K No change
IDXX Idexx Laboratories Inc. 0.27% 934 $504K Reduce -0.1%
TSM Taiwan Semiconductor-SP ADR 0.26% 3,649 $496K Reduce -24.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.26% 4,056 $496K Add +6.2%
ABBV Abbvie Inc. 0.26% 2,652 $483K Add +36.7%
VTV Vanguard Mrngstr Val ETF-Aui 0.26% 2,966 $483K Add +82.6%
MEDP Medpace Holdings Inc. 0.26% 1,195 $483K No change
NFLX Netflix Inc. 0.26% 794 $482K Add +37.4%
SCHW Schwab (charles) Corp. 0.25% 6,631 $480K Reduce -0.2%
AIG American International Group 0.24% 5,832 $456K Reduce -17.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.24% 4,487 $455K Reduce -0.2%
CRWD CrowdStrike Holdings Inc. Class A 0.24% 1,410 $452K Add +22.9%
CB Chubb Ltd. 0.24% 1,722 $446K Add +8.0%
SHEL Shell PLC-ADR 0.23% 6,543 $439K No change
ANSS Ansys Inc. 0.23% 1,227 $426K No change
MS Morgan Stanley 0.22% 4,485 $422K Add +0.1%
WRB WR Berkley Corp. filed as BERKLEY W R CORP 0.22% 4,740 $419K Reduce -0.6%
WMT Walmart Inc. 0.22% 6,952 $418K Add +20.4%
PH Parker Hannifin Corp. 0.22% 740 $411K Reduce -0.4%
RBA RB Global Inc. 0.22% 5,383 $410K Reduce -22.1%
NEE Nextera Energy Inc. 0.21% 6,331 $405K Add +14.3%
CAT Caterpillar Inc. 0.21% 1,095 $401K No change
AZN Astrazeneca PLC-Spons ADR 0.21% 5,887 $399K Add +5.2%
PAYC Paycom Software Inc. 0.21% 2,001 $398K Add +36.3%
SYK Stryker Corp. 0.21% 1,103 $395K No change
BSX Boston Scientific Corp. 0.21% 5,748 $394K Reduce -0.2%
PAYX Paychex Inc. 0.21% 3,193 $392K Add +15.8%
CSCO Cisco Systems Inc. 0.21% 7,849 $392K Add +2.3%
CVS CVS Health Corp. 0.21% 4,900 $391K Add +7.0%
SAP Sap SE-Sponsored ADR 0.21% 1,999 $390K No change
SBUX Starbucks Corp. 0.21% 4,263 $390K Reduce -0.7%
FIS Fidelity National Info Serv 0.21% 5,251 $390K Add +41.0%
EOG EOG Resources Inc. 0.21% 3,038 $388K Add +2.3%
FND Floor & Decor Holdings Inc. Class A 0.20% 2,843 $369K No change
DVN Devon Energy Corp. 0.20% 7,330 $368K Reduce -6.4%
FMX Fomento Economico Mex-SP ADR 0.19% 2,777 $362K No change
SHV iShares 0-1 Year Treasury Bo 0.19% 3,246 $359K Reduce -16.1%
NVO Novo-Nordisk A/S-Spons ADR 0.19% 2,786 $358K Add +15.6%
VTEB Vanguard Tax-Exempt Bond ETF 0.19% 7,022 $355K No change
UNP Union Pacific Corp. 0.19% 1,435 $353K No change
CMA Comerica Inc. 0.19% 6,390 $351K Add +0.4%
DG Dollar General Corp. 0.19% 2,247 $351K Add +9.9%
LLY Eli Lilly & Co. 0.18% 445 $346K Add +9.3%
LOPE Grand Canyon Education Inc. 0.18% 2,541 $346K Reduce -23.2%
ALC Alcon Inc. filed as ALCON AG 0.18% 4,138 $345K Add +0.1%
SIGI Selective Insurance Group 0.18% 3,120 $341K No change
MA Mastercard Inc. Class A 0.18% 706 $340K Add +10.3%
COP Conocophillips 0.18% 2,667 $339K Reduce -39.3%
IGF iShares Global Infrastructur 0.18% 7,091 $338K Reduce -2.9%
DLTR Dollar Tree Inc. 0.18% 2,479 $330K Reduce -1.5%
MMYT Makemytrip Ltd. 0.17% 4,626 $329K New
SNY Sanofi-ADR 0.17% 6,706 $326K Add +13.6%
RTX RTX Corp. 0.17% 3,336 $325K Reduce -39.7%
MCK McKesson Corp. 0.17% 603 $324K Reduce -5.9%
AFL Aflac Inc. 0.17% 3,723 $320K No change
FISV Fiserv Inc. 0.17% 1,998 $319K Reduce -5.5%
WFC Wells Fargo & Co. 0.17% 5,507 $319K Reduce -16.5%
ZTS Zoetis Inc. 0.17% 1,881 $318K Reduce -1.8%
MRK Merck & Co. Inc. 0.17% 2,400 $317K Reduce -11.3%
KNSL Kinsale Capital Group Inc. 0.16% 590 $310K New
LII Lennox International Inc. 0.16% 631 $308K Reduce -0.5%
MFC Manulife Financial Corp. 0.16% 12,326 $308K Add +0.0%
HON Honeywell International Inc. 0.16% 1,494 $307K Add +9.2%
BBVA Banco Bilbao Vizcaya-SP ADR 0.16% 25,797 $305K Add +7.8%
STZ Constellation Brands Inc. Class A 0.16% 1,118 $304K Reduce -0.8%
JBL Jabil Inc. 0.16% 2,252 $302K No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.16% 3,449 $302K No change
ALGN Align Technology Inc. 0.16% 906 $297K No change
XOM Exxon Mobil Corp. 0.16% 2,556 $297K New
MU Micron Technology Inc. 0.16% 2,515 $296K Reduce -17.2%
AEIS Advanced Energy Industries 0.16% 2,877 $293K No change
HAL Halliburton Co. 0.15% 7,318 $288K Reduce -0.3%
ENSG The Ensign Group Inc. 0.15% 2,314 $288K No change
DD Dupont DE Nemours Inc. 0.15% 3,724 $286K Reduce -1.5%
PEP Pepsico Inc. 0.15% 1,624 $284K Add +8.1%
NSIT Insight Enterprises Inc. 0.15% 1,495 $277K No change
MAA Mid-America Apartment Comm 0.15% 2,102 $277K Add +3.1%
USB US Bancorp 0.14% 6,023 $269K Add +13.9%
ISRG Intuitive Surgical Inc. 0.14% 669 $267K Reduce -0.3%
WK Workiva Inc. 0.14% 3,144 $267K No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.14% 1,824 $265K New
CI The Cigna Group 0.14% 726 $264K New
ICE Intercontinental Exchange Inc. 0.14% 1,916 $263K Reduce -0.2%
META Meta Platforms Inc. Class A 0.14% 542 $263K Reduce -52.0%
DUK Duke Energy Corp. 0.14% 2,638 $255K Add +10.0%
ASML ASML Holding NV-NY Reg SHS 0.13% 260 $252K New
BL Blackline Inc. 0.13% 3,760 $243K No change
ULTA Ulta Beauty Inc. 0.13% 464 $243K Reduce -6.3%
AMT American Tower Corp. 0.13% 1,215 $240K Add +3.4%
BALL Ball Corp. 0.13% 3,556 $240K Reduce -3.0%
GS Goldman Sachs Group Inc. 0.13% 572 $239K No change
CMCSA Comcast Corp. Class A 0.13% 5,472 $237K Reduce -46.6%
RGA Reinsurance Group of America 0.13% 1,226 $236K New
BAH Booz Allen Hamilton Holdings 0.13% 1,591 $236K Add +1.1%
HDB HDFC Bank Ltd.-ADR 0.13% 4,209 $236K Reduce -4.1%
QCOM Qualcomm Inc. 0.12% 1,387 $235K No change
ORCL Oracle Corp. 0.12% 1,859 $234K Reduce -2.9%
FDS Factset Research Systems Inc. 0.12% 511 $232K No change
KVUE Kenvue Inc. 0.12% 10,808 $232K Reduce -16.3%
SONY Sony Group Corp. - SP ADR 0.12% 2,702 $232K No change
TRV The Travelers Cos Inc. 0.12% 1,001 $230K New
CSL Carlisle Cos Inc. 0.12% 585 $229K New
DOV Dover Corp. 0.12% 1,289 $228K Reduce -7.3%
ALL Allstate Corp. 0.12% 1,319 $228K Reduce -10.9%
APD Air Products & Chemicals Inc. 0.12% 940 $228K Reduce -4.8%
HLN Haleon PLC-ADR 0.12% 26,753 $227K No change
NOC Northrop Grumman Corp. 0.12% 474 $227K Add +3.7%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.12% 3,580 $226K Add +8.8%
TFC Truist Financial Corp. 0.12% 5,714 $223K Add +0.0%
VZ Verizon Communications Inc. 0.12% 5,245 $220K New
IT Gartner Inc. 0.12% 461 $220K Reduce -4.2%
TEL Te Connectivity Ltd. 0.12% 1,503 $218K Reduce -0.1%
PNC PNC Financial Services Group 0.12% 1,348 $218K Reduce -0.5%
ADP Automatic Data Processing 0.12% 868 $217K New
HD Home Depot Inc. 0.12% 564 $217K New
CLX Clorox Company 0.11% 1,412 $216K No change
GPC Genuine Parts Co. 0.11% 1,372 $213K New
CTSH Cognizant Tech Solutions-A 0.11% 2,885 $211K No change
GWRE Guidewire Software Inc. 0.11% 1,796 $210K New
MCD McDonald's Corp. 0.11% 727 $205K Reduce -0.8%
PRVA Privia Health Group Inc. 0.11% 10,288 $202K No change
TDY Teledyne Technologies Inc. 0.11% 469 $201K No change
MMM 3M Co. 0.11% 1,895 $201K New
CAG Conagra Brands Inc. 0.11% 6,765 $201K New
SAN Banco Santander SA-Spon ADR 0.08% 31,727 $154K Add +5.0%
ABEV Ambev SA-ADR 0.05% 38,362 $95K No change
QS Quantumscape Corp. 0.04% 12,446 $78K No change
ALLBIRDS INC-CL A 0.01% 19,250 $13K No change

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -4.0% 2.84% −0.59
FIVE Five Below Reduce -4.1% 0.90% −0.24
KTB Kontoor Brands Inc. Sold out 0.00% −0.22
WBA Walgreens Boots Alliance Inc. Sold out 0.00% −0.22
MINT PIMCO Enhanced Short Maturit Reduce -11.8% 1.28% −0.21
ECL Ecolab Inc. Sold out 0.00% −0.18
BA The Boeing Co. Sold out 0.00% −0.17
GM General Motors Co. Reduce -37.5% 0.56% −0.17
BHP BHP Group Ltd.-Spon ADR Sold out 0.00% −0.16
TSLA Tesla Inc. Sold out 0.00% −0.15
ADM Archer-Daniels-Midland Co. Sold out 0.00% −0.14
AMN Amn Healthcare Services Inc. Sold out 0.00% −0.12
CMCSA Comcast Corp. Class A Reduce -46.6% 0.13% −0.12
LQD Ishr Ibx Usd Invgd CB ETF-Ui Sold out 0.00% −0.12
RIO Rio Tinto PLC-Spon ADR Sold out 0.00% −0.12
HOFT Hooker Furnishings Corp. Sold out 0.00% −0.11
COP Conocophillips Reduce -39.3% 0.18% −0.10
RTX RTX Corp. Reduce -39.7% 0.17% −0.08
META Meta Platforms Inc. Class A Reduce -52.0% 0.14% −0.08
ON On Semiconductor Reduce -0.1% 0.32% −0.06
LOPE Grand Canyon Education Inc. Reduce -23.2% 0.18% −0.06
SHV iShares 0-1 Year Treasury Bo Reduce -16.1% 0.19% −0.04
ZTS Zoetis Inc. Reduce -1.8% 0.17% −0.04
HDB HDFC Bank Ltd.-ADR Reduce -4.1% 0.13% −0.04
RBA RB Global Inc. Reduce -22.1% 0.22% −0.04
KVUE Kenvue Inc. Reduce -16.3% 0.12% −0.03
IWM iShares Russell 2000 ETF Reduce -8.8% 0.36% −0.03
APD Air Products & Chemicals Inc. Reduce -4.8% 0.12% −0.03
AIG American International Group Reduce -17.8% 0.24% −0.02
DLTR Dollar Tree Inc. Reduce -1.5% 0.18% −0.02
SBUX Starbucks Corp. Reduce -0.7% 0.21% −0.02
IDXX Idexx Laboratories Inc. Reduce -0.1% 0.27% −0.02
VRSK Verisk Analytics Inc. Reduce -0.2% 0.29% −0.01
TSM Taiwan Semiconductor-SP ADR Reduce -24.7% 0.26% −0.01
MCD McDonald's Corp. Reduce -0.8% 0.11% −0.01
IGF iShares Global Infrastructur Reduce -2.9% 0.18% −0.01
VOO Vanguard S&P 500 ETF Reduce -7.4% 0.69% −0.01
WFC Wells Fargo & Co. Reduce -16.5% 0.17% −0.01
DD Dupont DE Nemours Inc. Reduce -1.5% 0.15% −0.01
ULTA Ulta Beauty Inc. Reduce -6.3% 0.13% −0.00
IT Gartner Inc. Reduce -4.2% 0.12% −0.00
TEL Te Connectivity Ltd. Reduce -0.1% 0.12% +0.00
PNC PNC Financial Services Group Reduce -0.5% 0.12% +0.00
DVN Devon Energy Corp. Reduce -6.4% 0.20% +0.00
DOV Dover Corp. Reduce -7.3% 0.12% +0.00
SCHW Schwab (charles) Corp. Reduce -0.2% 0.25% +0.00
ICE Intercontinental Exchange Inc. Reduce -0.2% 0.14% +0.00
MRK Merck & Co. Inc. Reduce -11.3% 0.17% +0.01
ALL Allstate Corp. Reduce -10.9% 0.12% +0.01
HAL Halliburton Co. Reduce -0.3% 0.15% +0.01

Portfolio Buys Q4 2023 → Q1 2024
NVDA Nvidia Corp. Add +7.1% 0.96% +0.45
IJR iShares Core S&P Small-Cap E Add +4.0% 11.86% +0.34
F Ford Motor Co. Add +11.1% 1.38% +0.20
MMYT Makemytrip Ltd. New 0.17% +0.17
VEA Vanguard Ftse Developed ETF Add +8.6% 1.81% +0.17
KNSL Kinsale Capital Group Inc. New 0.16% +0.16
XOM Exxon Mobil Corp. New 0.16% +0.16
MTB M & T Bank Corp. New 0.14% +0.14
CI The Cigna Group New 0.14% +0.14
AMZN Amazon.com Inc. Add +2.6% 0.91% +0.14
ASML ASML Holding NV-NY Reg SHS New 0.13% +0.13
JPM JPMorgan Chase & Co. Add +16.7% 0.53% +0.13
RGA Reinsurance Group of America New 0.13% +0.13
VTV Vanguard Mrngstr Val ETF-Aui Add +82.6% 0.26% +0.12
TRV The Travelers Cos Inc. New 0.12% +0.12
CSL Carlisle Cos Inc. New 0.12% +0.12
VZ Verizon Communications Inc. New 0.12% +0.12
ADP Automatic Data Processing New 0.12% +0.12
HD Home Depot Inc. New 0.12% +0.12
GPC Genuine Parts Co. New 0.11% +0.11
GWRE Guidewire Software Inc. New 0.11% +0.11
MMM 3M Co. New 0.11% +0.11
CAG Conagra Brands Inc. New 0.11% +0.11
NFLX Netflix Inc. Add +37.4% 0.26% +0.10
CRM Salesforce Inc. Add +11.1% 0.53% +0.10
ABBV Abbvie Inc. Add +36.7% 0.26% +0.09
FIS Fidelity National Info Serv Add +41.0% 0.21% +0.08
CRWD CrowdStrike Holdings Inc. Class A Add +22.9% 0.24% +0.08
V Visa Inc. Class A Add +13.3% 0.50% +0.07
DIS The Walt Disney Co. Add +6.2% 0.26% +0.07
WMT Walmart Inc. Add +20.4% 0.22% +0.06
LLY Eli Lilly & Co. Add +9.3% 0.18% +0.05
NVO Novo-Nordisk A/S-Spons ADR Add +15.6% 0.19% +0.05
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +15.2% 0.32% +0.05
FAST Fastenal Co. Add +0.3% 0.38% +0.05
PAYC Paycom Software Inc. Add +36.3% 0.21% +0.05
BAX Baxter International Inc. Add +0.1% 0.65% +0.04
BBVA Banco Bilbao Vizcaya-SP ADR Add +7.8% 0.16% +0.04
CVX Chevron Corp. Add +4.2% 0.63% +0.04
CB Chubb Ltd. Add +8.0% 0.24% +0.04
PG The Procter & Gamble Co. Add +0.2% 0.53% +0.04
DG Dollar General Corp. Add +9.9% 0.19% +0.03
QQQ Invesco QQQ Trust Series 1 Add +0.1% 0.64% +0.03
MA Mastercard Inc. Class A Add +10.3% 0.18% +0.03
NEE Nextera Energy Inc. Add +14.3% 0.21% +0.03
PAYX Paychex Inc. Add +15.8% 0.21% +0.03
USB US Bancorp Add +13.9% 0.14% +0.02
BAH Booz Allen Hamilton Holdings Add +1.1% 0.13% +0.02
MFC Manulife Financial Corp. Add +0.0% 0.16% +0.01
SAN Banco Santander SA-Spon ADR Add +5.0% 0.08% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 304$385.7MQUAL, MFSI, DIVI, IJR, AAPL
Q1 2026 279$334.4MQUAL, DIVI, MFSI, IJR, AAPL
Q4 2025 259$324.5MQUAL, MFSI, DIVI, IJR, AAPL
Q3 2025 248$302.3MQUAL, MFSI, DIVI, IJR, AAPL
Q2 2025 246$282.3MQUAL, MFSI, DIVI, IJR, RIVN
Q1 2025 210$227.6MQUAL, IJR, MFSI, DIVI, SNA
Q4 2024 193$212.5MQUAL, IJR, SNA, AAPL, RIVN
Q3 2024 204$207.8MQUAL, IJR, AAPL, SNA, RIVN
Q2 2024 183$193.0MQUAL, IJR, RIVN, AAPL, SNA
Q1 2024 181$188.3MQUAL, IJR, RIVN, SNA, AAPL