Baron Silver Stevens Financial Advisors, LLC Purchases in Q2 2025

Baron Silver Stevens Financial Advisors, LLC

  • $619 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.03K
+ 0.71%
$243.75 - $303.93 $250K - $312K
145K $44.1M
AAPL
Apple Inc.

Technology
23.2K
+ 55.16%
$172.42 - $223.89 $3.99M - $5.18M
65.1K $13.4M
VUG
Vanguard Growth ETF

ETFs
1.74K
+ 3.65%
$329.49 - $438.4 $572K - $761K
49.3K $21.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
49.6K
+ 138.43%
$58.63 - $59.9 $2.91M - $2.97M
85.4K $5.11M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.38K
+ 7.12%
$108.12 - $135.04 $689K - $861K
96K $13M
BND
Vanguard Bd Index Fd Inc Total

ETFs
25.7K
+ 8.55%
$72.02 - $73.82 $1.85M - $1.9M
326K $24M
MSFT
Microsoft Corp

Technology
482
+ 3.82%
$354.56 - $497.45 $171K - $240K
13.1K $6.52M
IXUS
Ishares Tr

ETFs
7.43K
+ 6.7%
$62.37 - $77.63 $463K - $577K
118K $9.14M
NVDA
Nvidia Corp

Technology
4.24K
+ 30.33%
$94.31 - $157.99 $400K - $670K
18.2K $2.88M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.8K
+ 3.69%
$96.84 - $99.46 $1.24M - $1.27M
359K $35.6M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
41.8K
New
$22.7 - $23.33 $949K - $976K
41.8K $975K
META
Meta Platforms, Inc.

Communication Services
493
+ 18.34%
$484.66 - $738.09 $239K - $364K
3.18K $2.35M
VO
Vanguard Mid Cap ETF

ETFs
1.39K
+ 9.29%
$228.54 - $279.83 $319K - $390K
16.4K $4.59M
IEFA
Ishares Tr

ETFs
1.55K
+ 2.11%
$67.83 - $84.09 $105K - $131K
75.1K $6.27M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
33.2K
New
$20.23 - $21.04 $671K - $698K
33.2K $698K
AMZN
Amazon Com Inc

Consumer Cyclical
1.39K
+ 11.75%
$167.32 - $223.3 $233K - $311K
13.2K $2.91M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
3.02K
+ 2.32%
$107.61 - $119.09 $325K - $359K
133K $15.7M
VB
Vanguard Small Cap ETF

ETFs
1.18K
+ 5.77%
$193.73 - $237.37 $229K - $281K
21.7K $5.14M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
12.9K
+ 243.83%
$44.68 - $45.96 $578K - $594K
18.2K $834K
JPM
Jpmorgan Chase & CO

Financial Services
834
+ 10.71%
$210.28 - $289.91 $175K - $242K
8.62K $2.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.1K
New
$152.42 - $182.82 $472K - $566K
3.1K $566K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
5.4K
+ 106.53%
$100.35 - $100.71 $542K - $544K
10.5K $1.05M
VEA
Vanguard Ftse Developed Market

ETFs
6.29K
+ 22.62%
$45.65 - $57.01 $287K - $358K
34.1K $1.94M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.49K
+ 21.58%
$39.89 - $49.46 $299K - $370K
42.2K $2.09M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
10.5K
+ 144.67%
$45.12 - $46.23 $475K - $487K
17.8K $823K
DFAU
Dimensional ETF Tr

ETFs
2.54K
+ 2.94%
$34.04 - $42.36 $86.4K - $108K
88.8K $3.76M
AVGO
Broadcom Inc.

Technology
91
+ 2.49%
$146.29 - $275.65 $13.3K - $25.1K
3.75K $1.03M
GOOG
Alphabet Inc.

Communication Services
1.49K
+ 22.03%
$146.58 - $180.01 $219K - $268K
8.26K $1.46M
IVE
Ishares S&P 500 Value ETF

ETFs
2.04K
New
$168.34 - $195.42 $344K - $399K
2.04K $398K
TSLA
Tesla, Inc.

Consumer Cyclical
588
+ 18.68%
$221.86 - $362.89 $130K - $213K
3.74K $1.19M
LRGF
Ishares Tr

ETFs
5.03K
+ 81.17%
$51.37 - $64.13 $258K - $322K
11.2K $719K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
13.7K
+ 39.04%
$24.94 - $25.42 $342K - $348K
48.8K $1.24M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.85K
New
$82.96 - $110.1 $237K - $314K
2.85K $313K
MS
Morgan Stanley

Financial Services
2.19K
New
$99.83 - $140.86 $218K - $308K
2.19K $308K
TXN
Texas Instruments Inc

Technology
1.57K
New
N/A
1.57K $305K
PGR
Progressive Corp

Financial Services
1.15K
New
$255.27 - $288.74 $293K - $331K
1.15K $305K
TT
Trane Technologies PLC

Industrials
136
+ 5.87%
$315.21 - $437.41 $42.9K - $59.5K
2.45K $1.07M
GS
Goldman Sachs Group Inc

Financial Services
407
New
$462.22 - $707.75 $188K - $288K
407 $288K
NFLX
Netflix Inc

Communication Services
206
New
$855.86 - $1339.13 $176K - $276K
206 $275K
IEMG
Ishares Inc

ETFs
5K
+ 2.85%
N/A
180K $9.68M
EFV
Msci Eafe Value ETF

ETFs
4.2K
New
$52.4 - $64.65 $220K - $272K
4.2K $266K
GOOGL
Alphabet Inc.

Communication Services
227
+ 2.19%
$144.7 - $178.6 $32.8K - $40.5K
10.6K $1.87M
IAU
Ishares Gold Trust

ETFs
4.09K
New
$56.1 - $64.74 $229K - $265K
4.09K $255K
ASML
Asml Holding Nv

Technology
317
New
$595.37 - $815.24 $189K - $258K
317 $254K
IBDV
Ishares Tr

Technology
11.2K
+ 48.61%
$21.28 - $21.98 $239K - $247K
34.3K $753K
ISRG
Intuitive Surgical Inc

Healthcare
448
New
$451.58 - $565.94 $202K - $254K
448 $243K
ABT
Abbott Laboratories

Healthcare
1.7K
New
$123.95 - $138.08 $211K - $235K
1.7K $231K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.21K
New
$43.53 - $54.46 $183K - $229K
4.21K $229K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.67K
New
$108.06 - $135.3 $181K - $226K
1.67K $226K
Activity Summary
Buys All Purchases 100 New Holdings 24 Increased Positions 76 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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