Baron Silver Stevens Financial Advisors, LLC Purchases in Q1 2025

Baron Silver Stevens Financial Advisors, LLC

  • $569 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
42.3K
+ 30.83%
$49.69 - $50.76 $2.1M - $2.15M
180K $8.98M
IXUS
Ishares Tr

ETFs
13.5K
+ 13.91%
$65.06 - $72.31 $881K - $979K
111K $7.74M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.09K
+ 1.2%
$95.85 - $99.25 $392K - $405K
346K $34.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
16.6K
+ 85.94%
$57.44 - $59.4 $951K - $983K
35.8K $2.13M
VTV
Vanguard Value ETF

ETFs
313
+ 0.12%
$167.73 - $179.21 $52.5K - $56.1K
269K $46.5M
DFAU
Dimensional ETF Tr

ETFs
20.9K
+ 31.93%
$37.84 - $42.29 $790K - $883K
86.3K $3.32M
IEFA
Ishares Tr

ETFs
1.27K
+ 1.75%
$69.57 - $78.65 $88.1K - $99.6K
73.5K $5.56M
AVUS
American Centy ETF Tr Avantis

ETFs
4.23K
New
$90.7 - $101.57 $384K - $430K
4.23K $390K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.11K
New
$53.6 - $58.97 $381K - $419K
7.11K $389K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.85K
+ 4.77%
$27.01 - $28.54 $239K - $252K
194K $5.43M
VIG
Vanguard Dividend Appreciation

ETFs
1.66K
+ 0.98%
N/A
170K $31M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.33K
+ 11.56%
$56.51 - $62.98 $188K - $209K
32.1K $1.95M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.31K
New
$44.41 - $45.98 $236K - $244K
5.31K $242K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
10.3K
+ 101.3%
$23.13 - $23.41 $239K - $242K
20.5K $476K
VO
Vanguard Mid Cap ETF

ETFs
1.22K
+ 8.81%
$251.87 - $277.95 $306K - $338K
15K $3.88M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
2.63K
+ 10.98%
$122.86 - $137.9 $324K - $363K
26.6K $3.36M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.39K
+ 7.68%
$120.29 - $134.6 $768K - $860K
89.6K $10.9M
TPYP
Managed Portfolio Ser Tortoise

ETFs
6.22K
New
$34.32 - $37.26 $213K - $232K
6.22K $226K
AEP
American Electric Power CO Inc

Utilities
1.98K
New
$90.32 - $109.27 $179K - $216K
1.98K $216K
V
Visa Inc.

Financial Services
40
+ 0.75%
$306.92 - $362.71 $12.3K - $14.5K
5.35K $1.88M
CVX
Chevron Corp

Energy
225
+ 7.0%
$146.71 - $167.97 $33K - $37.8K
3.44K $575K
GLD
Spdr Gold Trust

ETFs
59
+ 3.19%
$243.19 - $288.14 $14.3K - $17K
1.91K $550K
IBHG
Ishares Tr Ibonds 2027 Term Hi
4.49K
+ 42.13%
$22.21 - $22.56 $99.6K - $101K
15.1K $337K
PM
Philip Morris International Inc.

Consumer Defensive
116
+ 5.84%
$117.15 - $158.79 $13.6K - $18.4K
2.1K $333K
ABBV
Abb Vie Inc.

Healthcare
36
+ 1.66%
$169.2 - $216.66 $6.09K - $7.8K
2.21K $463K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.77K
+ 6.98%
$23.9 - $24.18 $66.2K - $67K
42.4K $1.03M
MCD
Mcdonalds Corp

Consumer Cyclical
87
+ 4.2%
$279.74 - $321.29 $24.3K - $28K
2.16K $673K
RTX
Raytheon Technologies Corp

Industrials
197
+ 7.38%
$114.1 - $135.66 $22.5K - $26.7K
2.87K $379K
COST
Costco Wholesale Corp

Consumer Defensive
19
+ 1.13%
$890.62 - $1076.86 $16.9K - $20.5K
1.7K $1.61M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
609
+ 13.66%
$100.34 - $100.68 $61.1K - $61.3K
5.07K $509K
MO
Altria Group, Inc.

Consumer Defensive
175
+ 2.66%
$50.81 - $60.02 $8.89K - $10.5K
6.76K $405K
LLY
Eli Lilly & CO

Healthcare
14
+ 1.62%
$725.72 - $929.72 $10.2K - $13K
878 $725K
KO
Coca Cola CO

Consumer Defensive
208
+ 4.94%
$60.81 - $72.32 $12.6K - $15K
4.42K $316K
AMGN
Amgen Inc

Healthcare
3
+ 0.36%
$258.59 - $327.36 $776 - $982
837 $260K
XOM
Exxon Mobil Corp

Energy
95
+ 4.82%
$105.44 - $118.93 $10K - $11.3K
2.07K $245K
IBDV
Ishares Tr

Technology
37
+ 0.16%
$21.11 - $21.73 $781 - $804
23.1K $501K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
98
+ 0.15%
$25.05 - $25.16 $2.45K - $2.47K
67.2K $1.69M
NEE
Nextera Energy Inc

Utilities
140
+ 1.0%
$66.96 - $76.16 $9.37K - $10.7K
14.2K $1M
PFE
Pfizer Inc

Healthcare
32
+ 0.34%
$25.01 - $27.13 $800 - $868
9.47K $239K
WMT
Walmart Inc.

Consumer Defensive
106
+ 1.38%
$84.5 - $105.05 $8.96K - $11.1K
7.8K $684K
CAT
Caterpillar Inc

Industrials
10
+ 1.29%
$326.75 - $407.63 $3.27K - $4.08K
783 $258K
AXP
American Express CO

Financial Services
50
+ 3.64%
$255.39 - $325.87 $12.8K - $16.3K
1.42K $383K
ACN
Accenture PLC

Technology
25
+ 2.55%
$300.91 - $398.25 $7.52K - $9.96K
1.01K $313K
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 0.83%
$347.25 - $424.87 $6.25K - $7.65K
2.18K $797K
CRM
Salesforce, Inc.

Technology
55
+ 6.17%
$268.36 - $359.95 $14.8K - $19.8K
946 $253K
VB
Vanguard Small Cap ETF

ETFs
1.08K
+ 5.57%
$217.89 - $252.64 $236K - $274K
20.5K $4.55M
AVGO
Broadcom Inc.

Technology
90
+ 2.52%
$167.43 - $244.7 $15.1K - $22K
3.66K $612K
GOOGL
Alphabet Inc.

Communication Services
70
+ 0.68%
$154.33 - $206.19 $10.8K - $14.4K
10.4K $1.6M
IVV
Ishares Core S&P 500 ETF

ETFs
1.44K
+ 1.79%
$554.06 - $615.85 $798K - $887K
82.1K $46.1M
Activity Summary
Buys All Purchases 50 New Holdings 5 Increased Positions 45 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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