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.
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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