Baron Silver Stevens Financial Advisors, LLC Purchases in Q3 2025

Baron Silver Stevens Financial Advisors, LLC

  • $674 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.7K
+ 5.77%
$620.67 - $670.08 $2.92M - $3.15M
86.1K $57.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.55K
+ 3.15%
$420.11 - $472.68 $1.49M - $1.68M
116K $54.4M
AAPL
Apple Inc.

Technology
5.55K
+ 8.53%
$202.38 - $256.87 $1.12M - $1.43M
70.7K $18M
VTV
Vanguard Value ETF

ETFs
8.19K
+ 3.12%
$175.51 - $186.57 $1.44M - $1.53M
270K $50.4M
VTI
Vanguard Total Stock Market Et

ETFs
1.02K
+ 0.7%
$303.93 - $329.86 $309K - $336K
146K $48M
MSFT
Microsoft Corp

Technology
4.69K
+ 35.74%
$491.09 - $535.64 $2.3M - $2.51M
17.8K $9.22M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
49.2K
+ 33.67%
$49.09 - $50.58 $2.41M - $2.49M
195K $9.86M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.57K
+ 1.56%
$108.46 - $120.63 $279K - $310K
167K $19.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14.9K
+ 4.16%
$97.75 - $100.75 $1.46M - $1.5M
374K $37.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7K
+ 2.45%
$68.24 - $73.73 $478K - $516K
293K $21.5M
VIG
Vanguard Dividend Appreciation

ETFs
7.44K
+ 4.45%
N/A
175K $31.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.94K
+ 0.52%
$62.09 - $66.51 $120K - $129K
379K $24.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.08K
+ 1.12%
$135.0 - $146.02 $146K - $157K
97.1K $14.1M
IXUS
Ishares Tr

ETFs
6.5K
+ 5.5%
$76.35 - $82.58 $496K - $537K
125K $10.3M
GOOG
Alphabet Inc.

Communication Services
2.49K
+ 30.14%
$175.16 - $255.24 $436K - $635K
10.7K $2.62M
IEFA
Ishares Tr

ETFs
8.76K
+ 11.66%
$81.7 - $87.53 $716K - $767K
83.8K $7.32M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
6.76K
+ 5.09%
$116.29 - $120.92 $786K - $818K
140K $16.7M
IEMG
Ishares Inc

ETFs
18.4K
+ 10.2%
N/A
199K $10.7M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
5.06K
+ 21.11%
$132.51 - $145.94 $671K - $738K
29K $4.19M
PEP
Pepsico Inc

Consumer Defensive
5.74K
+ 152.11%
$133.81 - $152.16 $768K - $873K
9.51K $1.34M
DIS
Walt Disney CO

Communication Services
7.36K
+ 244.58%
$112.25 - $124.0 $826K - $912K
10.4K $1.19M
DFAU
Dimensional ETF Tr

ETFs
6.6K
+ 7.43%
$42.42 - $45.96 $280K - $303K
95.4K $4.37M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15K
+ 8.11%
$26.38 - $27.95 $395K - $419K
200K $5.45M
VB
Vanguard Small Cap ETF

ETFs
312
+ 1.44%
$237.58 - $259.17 $74.1K - $80.9K
22K $5.6M
ED
Consolidated Edison Inc

Utilities
4.22K
New
$95.57 - $105.36 $403K - $444K
4.22K $423K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.11K
+ 0.49%
$92.18 - $95.14 $102K - $105K
228K $21.7M
PFE
Pfizer Inc

Healthcare
14.2K
+ 144.42%
$23.29 - $25.88 $330K - $367K
24K $611K
APH
Amphenol Corp

Technology
2.99K
New
$97.39 - $125.4 $291K - $375K
2.99K $370K
ORCL
Oracle Corp

Technology
1.27K
New
$218.96 - $328.33 $279K - $418K
1.27K $358K
VO
Vanguard Mid Cap ETF

ETFs
153
+ 0.93%
$279.83 - $293.74 $42.8K - $44.9K
16.5K $4.86M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
397
+ 0.94%
$49.43 - $54.52 $19.6K - $21.6K
42.6K $2.31M
PLTR
Palantir Technologies Inc.

Technology
1.19K
New
$130.68 - $186.97 $156K - $223K
1.19K $217K
IWB
Ishares Tr Russell 1000 ETF

ETFs
583
New
$339.37 - $366.46 $198K - $214K
583 $213K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.02K
New
$24.46 - $26.5 $196K - $212K
8.02K $211K
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.17%
$617.65 - $666.84 $4.32K - $4.67K
4.02K $2.68M
ABT
Abbott Laboratories

Healthcare
1.32K
+ 77.52%
$120.51 - $136.62 $159K - $180K
3.02K $403K
OEF
Ishares S&P 100 ETF

ETFs
619
New
N/A
619 $164K
VEU
Vanguard Ftse All World Ex Us

ETFs
30
+ 0.09%
$66.38 - $71.68 $1.99K - $2.15K
32.1K $2.29M
CVX
Chevron Corp

Energy
526
+ 13.44%
$145.57 - $161.83 $76.6K - $85.1K
4.44K $689K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.19K
+ 11.34%
$100.37 - $100.74 $119K - $119K
11.6K $1.17M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.7K
+ 1.98%
$58.97 - $60.36 $100K - $102K
87.1K $5.23M
VEA
Vanguard Ftse Developed Market

ETFs
327
+ 0.96%
$56.02 - $60.3 $18.3K - $19.7K
34.4K $2.06M
GLD
Spdr Gold Trust

ETFs
6
+ 0.31%
$300.96 - $355.47 $1.81K - $2.13K
1.93K $684K
XOM
Exxon Mobil Corp

Energy
703
+ 21.84%
$105.83 - $117.22 $74.4K - $82.4K
3.92K $442K
CAT
Caterpillar Inc

Industrials
35
+ 4.14%
$390.92 - $477.15 $13.7K - $16.7K
881 $420K
GD
General Dynamics Corp

Industrials
147
+ 20.85%
$293.92 - $341.0 $43.2K - $50.1K
852 $290K
RTX
Raytheon Technologies Corp

Industrials
24
+ 0.73%
$144.19 - $167.33 $3.46K - $4.02K
3.31K $554K
IAU
Ishares Gold Trust

ETFs
434
+ 10.61%
$61.62 - $72.77 $26.7K - $31.6K
4.52K $329K
META
Meta Platforms, Inc.

Communication Services
107
+ 3.36%
$695.21 - $791.73 $74.4K - $84.7K
3.29K $2.41M
Activity Summary
Buys All Purchases 78 New Holdings 8 Increased Positions 70 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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