Baron Silver Stevens Financial Advisors, LLC Purchases in Q4 2024

Baron Silver Stevens Financial Advisors, LLC

  • $587 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.89K
+ 1.65%
$370.24 - $418.94 $701K - $793K
117K $46.8M
IVV
Ishares Core S&P 500 ETF

ETFs
2.41K
+ 3.07%
$570.51 - $610.59 $1.37M - $1.47M
80.7K $47.5M
VTI
Vanguard Total Stock Market Et

ETFs
4.18K
+ 2.82%
$280.04 - $302.45 $1.17M - $1.27M
152K $44.1M
VUG
Vanguard Growth ETF

ETFs
1.28K
+ 2.63%
$378.79 - $428.11 $484K - $547K
49.9K $20.5M
AAPL
Apple Inc.

Technology
1.23K
+ 2.89%
$221.69 - $259.02 $273K - $319K
43.8K $11M
VIG
Vanguard Dividend Appreciation

ETFs
4.98K
+ 3.04%
N/A
169K $30.7M
PG
Procter & Gamble CO

Consumer Defensive
5.39K
+ 100.54%
$161.05 - $179.7 $868K - $968K
10.7K $1.8M
DFAU
Dimensional ETF Tr

ETFs
18.3K
+ 38.97%
$39.27 - $42.38 $720K - $777K
65.4K $2.65M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
10.5K
New
$58.22 - $78.62 $609K - $823K
10.5K $749K
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.7K
+ 8.07%
$71.75 - $75.11 $1.63M - $1.7M
304K $21.9M
TSLA
Tesla, Inc.

Consumer Cyclical
103
+ 2.73%
$213.65 - $479.86 $22K - $49.4K
3.88K $1.57M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.47K
+ 3.06%
$124.26 - $134.12 $307K - $331K
83.2K $10.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.87K
+ 2.27%
$61.68 - $67.87 $547K - $602K
399K $24.9M
IBDV
Ishares Tr

Technology
23K
New
$21.24 - $22.15 $489K - $510K
23K $492K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.64K
+ 3.38%
$113.92 - $127.38 $642K - $718K
172K $19.8M
IEMG
Ishares Inc

ETFs
5.91K
+ 3.41%
N/A
179K $9.6M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
2.39K
+ 11.06%
$128.97 - $141.41 $308K - $338K
24K $3.13M
RBCAA
Republic Bancorp Inc

Financial Services
4.01K
New
$61.27 - $78.12 $246K - $314K
4.01K $280K
CAT
Caterpillar Inc

Industrials
773
New
$360.37 - $416.88 $279K - $322K
773 $280K
GOOGL
Alphabet Inc.

Communication Services
225
+ 2.24%
$161.86 - $196.66 $36.4K - $44.2K
10.3K $1.95M
JPM
Jpmorgan Chase & CO

Financial Services
183
+ 2.4%
$205.18 - $250.29 $37.5K - $45.8K
7.82K $1.88M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
10.2K
New
$23.03 - $23.33 $235K - $238K
10.2K $236K
IBHG
Ishares Tr Ibonds 2027 Term Hi
10.6K
New
$22.11 - $22.54 $235K - $240K
10.6K $236K
WMB
Williams Companies, Inc.

Energy
4.36K
New
$46.37 - $59.74 $202K - $260K
4.36K $235K
SHOP
Shopify Inc.

Technology
2.19K
New
$78.14 - $119.49 $171K - $262K
2.19K $232K
SPYG
Spdr Portfolio

ETFs
2.6K
New
$81.74 - $91.38 $213K - $238K
2.6K $228K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.59K
New
$129.96 - $144.97 $207K - $231K
1.59K $221K
GD
General Dynamics Corp

Industrials
823
New
$260.28 - $314.03 $214K - $258K
823 $216K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.58K
+ 53.26%
$53.94 - $58.15 $193K - $208K
10.3K $581K
MS
Morgan Stanley

Financial Services
1.61K
New
$104.42 - $134.99 $168K - $217K
1.61K $202K
VZ
Verizon Communications Inc

Communication Services
5.01K
New
$39.6 - $45.21 $198K - $227K
5.01K $200K
GOOG
Alphabet Inc.

Communication Services
200
+ 2.96%
$163.08 - $198.16 $32.6K - $39.6K
6.97K $1.33M
QQQ
Invesco Qqq Trust, Series 1

ETFs
259
+ 28.06%
$481.22 - $538.17 $125K - $139K
1.18K $604K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.48K
+ 2.01%
$126.68 - $134.74 $187K - $199K
75.1K $9.58M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.41K
+ 4.1%
$50.02 - $51.24 $270K - $277K
137K $6.89M
GLD
Spdr Gold Trust

ETFs
415
+ 28.92%
$236.59 - $257.5 $98.2K - $107K
1.85K $447K
META
Meta Platforms, Inc.

Communication Services
78
+ 2.73%
$554.08 - $632.68 $43.2K - $49.3K
2.94K $1.73M
WMT
Walmart Inc.

Consumer Defensive
200
+ 2.67%
$79.1 - $95.7 $15.8K - $19.1K
7.69K $695K
AXP
American Express CO

Financial Services
200
+ 17.04%
$267.35 - $305.57 $53.5K - $61.1K
1.37K $407K
HD
Home Depot, Inc.

Consumer Cyclical
301
+ 16.21%
$385.02 - $431.37 $116K - $130K
2.16K $839K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.21K
+ 13.06%
$24.82 - $25.48 $104K - $107K
36.4K $907K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
3.33K
+ 5.79%
N/A
60.9K $1.45M
XLK
Technology Sector Spdr

ETFs
90
+ 1.09%
$220.26 - $241.44 $19.8K - $21.7K
8.34K $1.94M
VB
Vanguard Small Cap ETF

ETFs
54
+ 0.28%
$233.76 - $261.58 $12.6K - $14.1K
19.4K $4.67M
MUB
Ishares National Muni Bond ETF

ETFs
2.67K
+ 2.43%
$105.78 - $108.7 $282K - $290K
112K $12M
CVX
Chevron Corp

Energy
433
+ 15.57%
$141.15 - $162.53 $61.1K - $70.4K
3.21K $465K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.53K
+ 6.82%
$23.88 - $24.32 $60.5K - $61.6K
39.7K $950K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
288
+ 12.59%
$91.94 - $100.02 $26.5K - $28.8K
2.58K $238K
VO
Vanguard Mid Cap ETF

ETFs
54
+ 0.39%
$261.5 - $284.63 $14.1K - $15.4K
13.8K $3.64M
Activity Summary
Buys All Purchases 78 New Holdings 13 Increased Positions 65 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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