Baron Financial Group, LLC Reduced Holdings in Q3 2024

Baron Financial Group, LLC

  • $163 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-9.57K
- 3.45%
$48.06 - $49.39 $460K - $473K
268K $13.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-772
- 3.31%
$434.77 - $502.96 $336K - $388K
22.6K $11M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-265
- 8.2%
$175.46 - $203.3 $46.5K - $53.9K
2.97K $601K
IEMG
Ishares Inc

ETFs
-585
- 1.32%
$53.64 - $53.64 $31.4K - $31.4K
43.8K $2.35M
SUB
Ishares Short Term National Mu

ETFs
-860
- 2.13%
$104.3 - $106.3 $89.7K - $91.4K
39.4K $4.19M
MUB
Ishares National Muni Bond ETF

ETFs
-250
- 5.25%
$106.13 - $108.7 $26.5K - $27.2K
4.51K $489K
VGT
Vanguard Information Technolog

ETFs
-15
- 2.3%
$514.43 - $606.85 $7.72K - $9.1K
638 $374K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-240
- 2.77%
$332.02 - $382.76 $79.7K - $91.9K
8.41K $3.16M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-83
- 1.28%
$76.38 - $78.87 $6.34K - $6.55K
6.4K $503K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-10
- 0.52%
$97.81 - $108.79 $978 - $1.09K
1.93K $209K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-90
- 0.49%
$96.3 - $106.49 $8.67K - $9.58K
18.2K $1.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.17K
- 4.24%
$57.32 - $62.65 $67.1K - $73.3K
26.5K $1.65M
BWX
Spdr Bloomberg International T

ETFs
-5.43K
- 5.27%
$21.34 - $23.47 $116K - $127K
97.5K $2.28M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.4K
- 3.59%
$33.74 - $37.96 $80.8K - $90.9K
64.4K $2.42M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-98
- 2.28%
$523.84 - $572.02 $51.3K - $56.1K
4.21K $2.4M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.05K
- 2.14%
$32.04 - $37.11 $33.5K - $38.8K
47.8K $1.74M
AAPL
Apple Inc.

Technology
-168
- 2.38%
$207.23 - $234.82 $34.8K - $39.4K
6.9K $1.61M
IWD
Ishares Russell 1000 Val ETF

ETFs
-360
- 2.82%
$173.36 - $189.8 $62.4K - $68.3K
12.4K $2.35M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-717
- 2.03%
$75.63 - $84.89 $54.2K - $60.9K
34.6K $2.92M
VHT
Vanguard Health Care ETF

ETFs
-385
- 2.44%
$261.88 - $288.1 $101K - $111K
15.4K $4.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.52K
- 4.38%
$517.38 - $573.86 $784K - $870K
33.1K $19M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.72K
- 1.62%
$37.37 - $41.82 $64.1K - $71.7K
104K $4.31M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-2.05K
- 2.6%
$71.19 - $76.59 $146K - $157K
76.9K $5.89M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.63K
- 4.28%
$105.53 - $118.34 $172K - $193K
36.4K $4.26M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-328
- 0.67%
$77.24 - $83.67 $25.3K - $27.4K
48.9K $4.09M
EEM
Ishares Msci Emerging Markets

ETFs
-1.51K
- 1.51%
$40.42 - $46.7 $61K - $70.5K
98.3K $4.51M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.08K
- 1.46%
$75.32 - $84.37 $81.3K - $91.1K
72.9K $6.09M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-2.85K
- 3.0%
$54.75 - $61.2 $156K - $174K
91.9K $5.63M
GLD
Spdr Gold Trust

ETFs
-813
- 3.4%
$215.56 - $246.98 $175K - $201K
23.1K $5.61M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.28K
- 3.73%
$82.97 - $98.97 $189K - $225K
58.7K $5.72M
IWM
Ishares Russell 2000 ETF

ETFs
-1.87K
- 2.41%
$200.87 - $224.6 $375K - $419K
75.7K $16.7M
Activity Summary
Buys All Purchases 9 New Holdings 0 Increased Positions 9 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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