Baron Financial Group, LLC Sells in Q2 2025

Baron Financial Group, LLC

  • $170 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VHT
Vanguard Health Care ETF

ETFs
-100
- 0.66%
$236.71 - $261.92 $23.7K - $26.2K
15.1K $3.74M
AAPL
Apple Inc.

Technology
-278
- 4.64%
$172.42 - $223.89 $47.9K - $62.2K
5.72K $1.17M
GLD
Spdr Gold Trust

ETFs
-1.64K
- 7.34%
$273.71 - $316.29 $449K - $519K
20.7K $6.32M
XOM
Exxon Mobil Corp

Energy
-25
- 0.37%
$99.93 - $119.04 $2.5K - $2.98K
6.65K $716K
VNQ
Vanguard Specialized Funds Van

ETFs
-220
- 0.37%
$79.79 - $91.42 $17.6K - $20.1K
58.6K $5.22M
SUB
Ishares Short Term National Mu

ETFs
-665
- 1.67%
$104.77 - $106.34 $69.7K - $70.7K
39.2K $4.17M
IEMG
Ishares Inc

ETFs
-500
- 1.1%
N/A
44.9K $2.41M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-290
- 4.56%
$77.74 - $78.78 $22.5K - $22.8K
6.07K $477K
CL
Colgate Palmolive CO

Consumer Defensive
-25
- 0.72%
$87.57 - $96.0 $2.19K - $2.4K
3.47K $314K
MUB
Ishares National Muni Bond ETF

ETFs
-40
- 0.89%
$102.31 - $105.8 $4.09K - $4.23K
4.46K $465K
ADP
Automatic Data Processing Inc

Industrials
-5
- 0.59%
$276.76 - $326.81 $1.38K - $1.63K
847 $261K
VUG
Vanguard Growth ETF

ETFs
-42
- 7.23%
$329.49 - $438.4 $13.8K - $18.4K
539 $236K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-60
- 3.46%
$180.84 - $240.32 $10.9K - $14.4K
1.68K $402K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-520
- 2.05%
$51.16 - $62.02 $26.6K - $32.3K
24.8K $1.54M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-124
- 3.0%
$468.22 - $566.51 $58.1K - $70.2K
4.01K $2.27M
IWD
Ishares Russell 1000 Val ETF

ETFs
-125
- 1.05%
$166.82 - $194.23 $20.9K - $24.3K
11.8K $2.29M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-740
- 2.13%
$90.56 - $109.49 $67K - $81K
33.9K $3.71M
VTI
Vanguard Total Stock Market Et

ETFs
-145
- 2.33%
$243.75 - $303.93 $35.3K - $44.1K
6.09K $1.85M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-760
- 2.24%
$73.02 - $90.22 $55.5K - $68.6K
33.2K $2.96M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.89K
- 2.96%
$32.66 - $40.75 $61.6K - $76.8K
61.7K $2.5M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-410
- 0.88%
$30.87 - $39.17 $12.7K - $16.1K
46.3K $1.81M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-1.44K
- 1.35%
$35.9 - $43.76 $51.5K - $62.8K
105K $4.52M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.1K
- 1.47%
$71.86 - $82.66 $79K - $90.9K
73.7K $6.09M
EEM
Ishares Msci Emerging Markets

ETFs
-1.15K
- 1.14%
$38.52 - $48.28 $44.1K - $55.3K
99.4K $4.79M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-163
- 2.06%
$320.42 - $421.7 $52.2K - $68.7K
7.75K $3.27M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.23K
- 1.6%
$72.96 - $90.39 $89.7K - $111K
75.3K $6.74M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-2.3K
- 2.52%
$51.36 - $62.5 $118K - $143K
88.8K $5.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-69
- 0.31%
$416.06 - $551.64 $28.7K - $38.1K
21.9K $12.1M
Activity Summary
Buys All Purchases 15 New Holdings 2 Increased Positions 13 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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