Baron Financial Group, LLC Portfolio Holdings
Baron Financial Group, LLC
- $161 Million
- Q4 2024
Baron Financial Group, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $161 Million distributed in 50 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 $16.5M, Vanguard Sht Trm Inflt Prot Fd with a value of $12.7M, Invesco Qqq Trust, Series 1 with a value of $11.3M, and Spdr Bloomberg Convertible Sec with a value of $5.91M.
Examining the 13F form we can see an decrease of $2.03M in the current position value, from $163M to 161M.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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