Baron Financial Group, LLC Portfolio Holdings

Baron Financial Group, LLC

  • $163 Million
  • Q3 2024

Baron Financial Group, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $163 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $19M, Ishares Russell 2000 ETF with a value of $16.7M, Vanguard Sht Trm Inflt Prot Fd with a value of $13.2M, Invesco Qqq Trust, Series 1 with a value of $11M, and Ishares Tr Msci Eafe ETF with a value of $6.09M.

Examining the 13F form we can see an increase of $6.09M in the current position value, from $157M to 163M.

Baron Financial Group, LLC is based out at Fair Lawn, NJ

Below you can find more details about Baron Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $163 Million
ETFs: $158 Million
Technology: $3.14 Million
Energy: $830,000
Financial Services: $398,000
Consumer Defensive: $362,000
Healthcare: $250,000
Industrials: $235,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.07T
$1.61 Million 0.98% of portfolio
6,899
Q3 2024 Reduced 2.38%
$3.39T
$795,000 0.49% of portfolio
1,850
Q3 2024 Added 6.44%
$450B
$781,000 0.48% of portfolio
6,670
Q2 2024 Reduced 10.11%
$205B
$739,000 0.45% of portfolio
3,346
Q3 2024 Added 0.12%
$0
$398,000 0.24% of portfolio
19,038
Q3 2024 Added 0.69%
$78B
$362,000 0.22% of portfolio
3,490
Q4 2023 Reduced 0.94%
$310B
$250,000 0.15% of portfolio
1,268
Q2 2024 Reduced 8.97%
$123B
$235,000 0.14% of portfolio
851
Q3 2024 Added 0.12%
$2.03B
$49,000 0.03% of portfolio
13,625
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $163 Million
  • Prior Value $157 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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