Baron Financial Group, LLC Portfolio Holdings by Sector
Baron Financial Group, LLC
- $162 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY IWM VTIP QQQ EFA CWB CGW VNQ 36 stocks |
$149,710
92.4% of portfolio
|
  15  
|
  18  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$4,210
2.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,646
1.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,623
1.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$951
0.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$862
0.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK JNJ ABBV 3 stocks |
$770
0.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$637
0.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
CL PG 2 stocks |
$533
0.33% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
ARCC 1 stocks |
$382
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$370
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$336
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|