Baron Financial Group, LLC Portfolio Holdings

Baron Financial Group, LLC

  • $170 Million
  • Q2 2025

Baron Financial Group, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $170 Million distributed in 49 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 $20.2M, Ishares Russell 2000 ETF with a value of $16M, Vanguard Sht Trm Inflt Prot Fd with a value of $13.1M, Invesco Qqq Trust, Series 1 with a value of $12.1M, and Ishares Tr Msci Eafe ETF with a value of $6.74M.

Examining the 13F form we can see an increase of $11.1M in the current position value, from $159M to 170M.

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 $170 Million
ETFs: $165 Million
Technology: $2.89 Million
Energy: $765,000
Financial Services: $672,000
Healthcare: $442,000
Consumer Defensive: $314,000
Industrials: $261,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$1.17 Million 0.69% of portfolio
5,715
Q2 2025 Reduced 4.64%
$3.75T
$907,000 0.53% of portfolio
1,825
Q1 2025 Reduced 1.4%
$260B
$812,000 0.48% of portfolio
2,756
Q2 2025 Added 0.11%
$474B
$716,000 0.42% of portfolio
6,645
Q2 2025 Reduced 0.37%
$0
$436,000 0.26% of portfolio
19,862
Q2 2025 Added 1.44%
$76.4B
$314,000 0.18% of portfolio
3,465
Q2 2025 Reduced 0.72%
$128B
$261,000 0.15% of portfolio
847
Q2 2025 Reduced 0.59%
$337B
$242,000 0.14% of portfolio
1,309
Q4 2024 Added 3.23%
$831B
$236,000 0.14% of portfolio
815
Q2 2025 New
$233B
$200,000 0.12% of portfolio
1,473
Q2 2025 New
$2.03B
$49,000 0.03% of portfolio
13,625
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $170 Million
  • Prior Value $159 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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