Baron Silver Stevens Financial Advisors, LLC Portfolio Holdings

Baron Silver Stevens Financial Advisors, LLC

  • $587 Million
  • Q4 2024

Baron Silver Stevens Financial Advisors, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $587 Million distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $47.5M, Ishares Russell 1000 Gr ETF with a value of $46.8M, Vanguard Value ETF with a value of $45.6M, Vanguard Total Stock Market Et with a value of $44.1M, and Ishares Core U.S. Aggregate Bo with a value of $33.1M.

Examining the 13F form we can see an increase of $17.7M in the current position value, from $569M to 587M.

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

Portfolio value $587 Million
ETFs: $530 Million
Technology: $21.4 Million
Financial Services: $7.29 Million
Communication Services: $5.82 Million
Consumer Cyclical: $5.67 Million
Consumer Defensive: $5.41 Million
Healthcare: $4.67 Million
Industrials: $3.31 Million
Other: $2.48 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.5 Million 8.09% of portfolio
80,680
Q4 2024 Added 3.07%
$0
$46.8 Million 7.98% of portfolio
116,661
Q4 2024 Added 1.65%
$0
$45.6 Million 7.76% of portfolio
269,118
Q4 2024 Added 1.46%
$0
$44.1 Million 7.52% of portfolio
152,303
Q4 2024 Added 2.82%
$0
$33.1 Million 5.64% of portfolio
341,795
Q4 2024 Added 4.39%
$0
$30.7 Million 5.23% of portfolio
168,615
Q4 2024 Added 3.04%
$0
$24.9 Million 4.24% of portfolio
399,307
Q4 2024 Added 2.27%
$0
$21.9 Million 3.72% of portfolio
303,891
Q4 2024 Added 8.07%
$0
$20.5 Million 3.49% of portfolio
49,945
Q4 2024 Added 2.63%
$0
$20.1 Million 3.42% of portfolio
225,899
Q4 2024 Reduced 0.26%
$0
$19.8 Million 3.38% of portfolio
172,197
Q4 2024 Added 3.38%
$0
$17.4 Million 2.96% of portfolio
294,982
Q4 2024 Added 4.7%
$0
$15.5 Million 2.63% of portfolio
308,570
Q4 2024 Added 0.71%
$0
$14.6 Million 2.48% of portfolio
133,599
Q4 2024 Reduced 0.18%
$0
$12.8 Million 2.18% of portfolio
23,726
Q4 2024 Added 2.61%
$0
$12 Million 2.04% of portfolio
112,364
Q4 2024 Added 2.43%
$0
$10.7 Million 1.82% of portfolio
83,212
Q4 2024 Added 3.06%
$0
$9.6 Million 1.64% of portfolio
179,048
Q4 2024 Added 3.41%
$0
$9.58 Million 1.63% of portfolio
75,071
Q4 2024 Added 2.01%
$0
$6.89 Million 1.17% of portfolio
137,323
Q4 2024 Added 4.1%
$0
$6.44 Million 1.1% of portfolio
97,316
Q4 2024 Added 4.34%
$3.33T
$5.55 Million 0.94% of portfolio
13,158
Q4 2024 Added 1.21%
$0
$5.06 Million 0.86% of portfolio
185,393
Q4 2024 Added 209.87%
$0
$5.08 Million 0.86% of portfolio
72,268
Q4 2024 Added 5.24%
$0
$4.67 Million 0.8% of portfolio
19,437
Q4 2024 Added 0.28%
$0
$3.64 Million 0.62% of portfolio
13,785
Q4 2024 Added 0.39%
$0
$3.46 Million 0.59% of portfolio
30,797
Q4 2024 Added 2.1%
$0
$3.13 Million 0.53% of portfolio
23,984
Q4 2024 Added 11.06%
$0
$2.95 Million 0.5% of portfolio
49,485
Q4 2024 Added 0.3%
$0
$2.65 Million 0.45% of portfolio
65,375
Q4 2024 Added 38.97%
$2.39T
$2.66 Million 0.45% of portfolio
12,142
Q4 2024 Reduced 0.82%
$0
$2.44 Million 0.42% of portfolio
23,133
Q4 2024 Added 0.06%
$0
$2.35 Million 0.4% of portfolio
4,010
Q3 2024 Reduced 3.12%
$0
$2.34 Million 0.4% of portfolio
40,752
Q4 2024 Reduced 5.87%
$0
$2.22 Million 0.38% of portfolio
45,799
Q4 2024 Added 2.22%
$1.18T
$1.95 Million 0.33% of portfolio
10,288
Q4 2024 Added 2.24%
$0
$1.94 Million 0.33% of portfolio
8,342
Q4 2024 Added 1.09%
$366B
$1.89 Million 0.32% of portfolio
14,044
Q4 2024 Reduced 1.4%
$771B
$1.88 Million 0.32% of portfolio
7,823
Q4 2024 Added 2.4%
$390B
$1.8 Million 0.31% of portfolio
10,749
Q4 2024 Added 100.54%
$0
$1.68 Million 0.29% of portfolio
67,090
Q4 2024 Added 0.48%
$1.39T
$1.73 Million 0.29% of portfolio
2,938
Q4 2024 Added 2.73%
$529B
$1.68 Million 0.29% of portfolio
5,313
Q3 2024 Added 0.49%
$0
$1.65 Million 0.28% of portfolio
28,779
Q4 2024 Added 6.57%
$1.31T
$1.57 Million 0.27% of portfolio
3,876
Q4 2024 Added 2.73%
$0
$1.58 Million 0.27% of portfolio
8,508
Q4 2024 Reduced 1.63%
$600B
$1.51 Million 0.26% of portfolio
3,336
Q4 2024 Added 1.52%
$418B
$1.54 Million 0.26% of portfolio
1,685
Q3 2024 Added 4.14%
$0
$1.45 Million 0.25% of portfolio
60,858
Q4 2024 Added 5.79%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $587 Million
  • Prior Value $569 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
Track This Portfolio

Track Baron Silver Stevens Financial Advisors, LLC Portfolio

Follow Baron Silver Stevens Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Silver Stevens Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Silver Stevens Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email