Baron Silver Stevens Financial Advisors, LLC Portfolio Holdings

Baron Silver Stevens Financial Advisors, LLC

  • $619 Million
  • Q2 2025

Baron Silver Stevens Financial Advisors, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $619 Million distributed in 144 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 $50.6M, Ishares Russell 1000 Gr ETF with a value of $47.5M, Vanguard Value ETF with a value of $46.4M, Vanguard Total Stock Market Et with a value of $44.1M, and Ishares Core U.S. Aggregate Bo with a value of $35.6M.

Examining the 13F form we can see an increase of $49.4M in the current position value, from $569M to 619M.

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

Portfolio value $619 Million
ETFs: $551 Million
Technology: $26.8 Million
Financial Services: $8.43 Million
Communication Services: $6.98 Million
Consumer Defensive: $6.01 Million
Consumer Cyclical: $5.81 Million
Healthcare: $4.99 Million
Industrials: $3.98 Million
Other: $2.76 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$50.6 Million 8.17% of portfolio
81,448
Q2 2025 Reduced 0.82%
$0
$47.5 Million 7.68% of portfolio
112,659
Q2 2025 Reduced 1.79%
$0
$46.4 Million 7.49% of portfolio
262,303
Q2 2025 Reduced 2.65%
$0
$44.1 Million 7.13% of portfolio
145,235
Q2 2025 Added 0.71%
$0
$35.6 Million 5.75% of portfolio
358,649
Q2 2025 Added 3.69%
$0
$30.5 Million 4.93% of portfolio
167,406
Q2 2025 Reduced 1.68%
$0
$24 Million 3.88% of portfolio
326,406
Q2 2025 Added 8.55%
$0
$23.4 Million 3.77% of portfolio
376,608
Q2 2025 Reduced 3.0%
$0
$21.6 Million 3.49% of portfolio
49,250
Q2 2025 Added 3.65%
$0
$21.3 Million 3.44% of portfolio
226,798
Q2 2025 Added 4.63%
$0
$19.8 Million 3.19% of portfolio
286,051
Q2 2025 Reduced 0.1%
$0
$18 Million 2.91% of portfolio
164,726
Q2 2025 Reduced 2.16%
$0
$15.7 Million 2.54% of portfolio
132,808
Q2 2025 Added 2.32%
$3.69T
$13.4 Million 2.16% of portfolio
65,136
Q2 2025 Added 55.16%
$0
$13 Million 2.09% of portfolio
95,976
Q2 2025 Added 7.12%
$0
$12.9 Million 2.08% of portfolio
22,623
Q2 2025 Reduced 0.52%
$0
$9.68 Million 1.56% of portfolio
180,433
Q2 2025 Added 2.85%
$0
$9.51 Million 1.54% of portfolio
91,002
Q2 2025 Reduced 17.95%
$0
$9.14 Million 1.48% of portfolio
118,287
Q2 2025 Added 6.7%
$0
$8.77 Million 1.42% of portfolio
65,764
Q2 2025 Reduced 3.91%
$0
$7.25 Million 1.17% of portfolio
146,102
Q2 2025 Reduced 18.68%
$3.95T
$6.52 Million 1.05% of portfolio
13,111
Q2 2025 Added 3.82%
$0
$6.27 Million 1.01% of portfolio
75,089
Q2 2025 Added 2.11%
$0
$5.11 Million 0.83% of portfolio
85,408
Q2 2025 Added 138.43%
$0
$5.14 Million 0.83% of portfolio
21,703
Q2 2025 Added 5.77%
$0
$4.9 Million 0.79% of portfolio
184,748
Q2 2025 Reduced 4.89%
$0
$4.59 Million 0.74% of portfolio
16,394
Q2 2025 Added 9.29%
$0
$3.76 Million 0.61% of portfolio
88,790
Q2 2025 Added 2.94%
$0
$3.22 Million 0.52% of portfolio
23,969
Q2 2025 Reduced 9.95%
$0
$3.23 Million 0.52% of portfolio
27,554
Q2 2025 Reduced 2.79%
$456B
$2.88 Million 0.47% of portfolio
18,233
Q2 2025 Added 30.33%
$2.26T
$2.91 Million 0.47% of portfolio
13,243
Q2 2025 Added 11.75%
$0
$2.64 Million 0.43% of portfolio
40,491
Q2 2025 Reduced 11.63%
$0
$2.51 Million 0.41% of portfolio
22,194
Q2 2025 Reduced 2.25%
$0
$2.48 Million 0.4% of portfolio
4,010
Q3 2024 Reduced 3.12%
$859B
$2.5 Million 0.4% of portfolio
8,622
Q2 2025 Added 10.71%
$1.78T
$2.35 Million 0.38% of portfolio
3,181
Q2 2025 Added 18.34%
$0
$2.16 Million 0.35% of portfolio
32,105
Q1 2025 Added 11.56%
$0
$2.09 Million 0.34% of portfolio
42,193
Q2 2025 Added 21.58%
$0
$2.11 Million 0.34% of portfolio
8,342
Q4 2024 Added 1.09%
$551B
$2.1 Million 0.34% of portfolio
5,901
Q2 2025 Added 10.24%
$0
$1.94 Million 0.31% of portfolio
34,082
Q2 2025 Added 22.62%
$1.21T
$1.87 Million 0.3% of portfolio
10,585
Q2 2025 Added 2.19%
$439B
$1.77 Million 0.29% of portfolio
1,786
Q2 2025 Added 4.81%
$0
$1.7 Million 0.27% of portfolio
67,341
Q2 2025 Added 0.23%
$621B
$1.68 Million 0.27% of portfolio
3,449
Q2 2025 Added 5.93%
$0
$1.68 Million 0.27% of portfolio
33,465
Q2 2025 Reduced 7.78%
$368B
$1.61 Million 0.26% of portfolio
10,130
Q2 2025 Added 4.91%
$0
$1.61 Million 0.26% of portfolio
67,925
Q2 2025 Added 14.19%

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $619 Million
  • Prior Value $569 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 24 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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