Baron Silver Stevens Financial Advisors, LLC Purchases in Q3 2024

Baron Silver Stevens Financial Advisors, LLC

  • $569 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
9.66K
+ 3.78%
$159.75 - $174.57 $1.54M - $1.69M
265K $46.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.9K
+ 6.47%
$96.25 - $101.98 $1.92M - $2.03M
327K $33.2M
IVV
Ishares Core S&P 500 ETF

ETFs
1.27K
+ 1.65%
$520.18 - $576.82 $660K - $731K
78.3K $45.2M
VTI
Vanguard Total Stock Market Et

ETFs
1.88K
+ 1.29%
$255.18 - $283.2 $480K - $532K
148K $41.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.98K
+ 2.45%
$105.53 - $118.34 $420K - $471K
167K $19.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.19K
+ 1.61%
$57.32 - $62.65 $355K - $388K
390K $24.3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
471
+ 0.21%
$83.76 - $91.82 $39.5K - $43.2K
226K $20.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.04K
+ 1.45%
$58.03 - $65.37 $234K - $264K
282K $18.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.77K
+ 3.22%
$71.45 - $75.64 $626K - $663K
281K $21.1M
VUG
Vanguard Growth ETF

ETFs
1.85K
+ 3.96%
$341.08 - $391.94 $632K - $726K
48.7K $18.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.78K
+ 14.94%
$77.02 - $85.06 $599K - $661K
59.8K $5.06M
DFAU
Dimensional ETF Tr

ETFs
22.1K
+ 88.75%
$35.8 - $39.69 $792K - $878K
47K $1.87M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11.5K
+ 3.91%
$49.93 - $51.15 $576K - $590K
306K $15.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
444
+ 1.96%
$475.2 - $527.7 $211K - $234K
23.1K $12.2M
IEFA
Ishares Tr

ETFs
5.24K
+ 8.26%
$70.09 - $78.74 $367K - $412K
68.7K $5.36M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
203
+ 0.28%
$117.9 - $128.2 $23.9K - $26K
73.6K $9.43M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
3.83K
+ 21.57%
$119.93 - $131.26 $460K - $503K
21.6K $2.82M
VIG
Vanguard Dividend Appreciation

ETFs
3.8K
+ 2.38%
$182.15 - $182.15 $693K - $693K
164K $29.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
185
+ 0.23%
$113.41 - $125.62 $21K - $23.2K
80.7K $10.1M
VB
Vanguard Small Cap ETF

ETFs
626
+ 3.34%
$214.77 - $237.72 $134K - $149K
19.4K $4.6M
MUB
Ishares National Muni Bond ETF

ETFs
2.34K
+ 2.18%
$106.13 - $108.7 $248K - $254K
110K $11.9M
IEMG
Ishares Inc

ETFs
8.29K
+ 5.03%
$53.64 - $53.64 $445K - $445K
173K $9.29M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6.84K
+ 5.47%
$50.15 - $51.27 $343K - $351K
132K $6.76M
VO
Vanguard Mid Cap ETF

ETFs
502
+ 3.79%
$237.84 - $263.83 $119K - $132K
13.7K $3.62M
TSLA
Tesla, Inc.

Consumer Cyclical
671
+ 21.63%
$191.76 - $263.26 $129K - $177K
3.77K $987K
ACN
Accenture PLC

Technology
981
New
$295.44 - $355.81 $290K - $349K
981 $346K
PSA
Public Storage

Real Estate
768
New
$283.13 - $365.01 $217K - $280K
768 $279K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
10.3K
+ 18.26%
$24.78 - $25.11 $255K - $259K
66.8K $1.68M
META
Meta Platforms, Inc.

Communication Services
150
+ 5.54%
$453.41 - $572.44 $68K - $85.9K
2.86K $1.64M
IBM
International Business Machines Corp

Technology
1.21K
New
$175.1 - $223.38 $211K - $269K
1.21K $266K
MSI
Motorola Solutions, Inc.

Technology
482
New
$385.65 - $450.49 $186K - $217K
482 $216K
NOC
Northrop Grumman Corp

Industrials
408
New
$423.73 - $533.14 $173K - $218K
408 $215K
BEN
Franklin Resources Inc

Financial Services
10.5K
New
$19.13 - $23.97 $201K - $252K
10.5K $211K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
87
+ 2.72%
$405.19 - $478.57 $35.3K - $41.6K
3.29K $1.51M
XOM
Exxon Mobil Corp

Energy
1.76K
New
$109.72 - $119.0 $193K - $210K
1.76K $206K
AEP
American Electric Power CO Inc

Utilities
1.98K
New
$87.11 - $104.95 $172K - $207K
1.98K $202K
TXN
Texas Instruments Inc

Technology
1.02K
New
$194.6 - $194.6 $198K - $198K
1.02K $198K
VLUE
Ishares Msci Usa Value Factor

ETFs
529
+ 2.34%
$99.14 - $109.18 $52.4K - $57.8K
23.1K $2.52M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
14K
New
$8.26 - $12.16 $116K - $170K
14K $125K
VEU
Vanguard Ftse All World Ex Us

ETFs
34
+ 0.13%
$56.47 - $63.69 $1.92K - $2.17K
27K $1.7M
COST
Costco Wholesale Corp

Consumer Defensive
67
+ 4.14%
$801.83 - $917.05 $53.7K - $61.4K
1.69K $1.49M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
63
+ 0.23%
$41.9 - $48.26 $2.64K - $3.04K
27.9K $1.33M
WMT
Walmart Inc.

Consumer Defensive
284
+ 3.94%
$66.91 - $81.4 $19K - $23.1K
7.49K $605K
MCD
Mcdonalds Corp

Consumer Cyclical
76
+ 4.08%
$245.82 - $304.51 $18.7K - $23.1K
1.94K $591K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.35K
+ 3.1%
$48.06 - $49.39 $64.8K - $66.6K
44.8K $2.21M
VEA
Vanguard Ftse Developed Market

ETFs
90
+ 0.33%
$47.6 - $53.31 $4.28K - $4.8K
27.5K $1.45M
UNH
Unitedhealth Group Inc

Healthcare
50
+ 7.3%
$488.01 - $604.18 $24.4K - $30.2K
735 $429K
ABBV
Abb Vie Inc.

Healthcare
100
+ 4.39%
$163.84 - $199.33 $16.4K - $19.9K
2.38K $469K
VGIT
Vanguard Intermediate Term Tre

ETFs
628
+ 3.38%
$57.8 - $60.8 $36.3K - $38.2K
19.2K $1.16M
Activity Summary
Buys All Purchases 66 New Holdings 10 Increased Positions 56 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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