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
ADBE
Adobe Inc.

Technology
567
New
$340.0 - $420.68 $193K - $239K
567 $219K
V
Visa Inc.

Financial Services
548
+ 10.24%
$308.27 - $373.31 $169K - $205K
5.9K $2.1M
BA
Boeing CO

Industrials
1.03K
New
$136.59 - $217.51 $141K - $224K
1.03K $215K
GD
General Dynamics Corp

Industrials
705
New
$247.68 - $291.66 $175K - $206K
705 $205K
CTAS
Cintas Corp

Industrials
912
New
$190.11 - $227.66 $173K - $208K
912 $203K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.44K
+ 14.19%
N/A
67.9K $1.61M
LOW
Lowes Companies Inc

Consumer Cyclical
903
New
$210.83 - $235.28 $190K - $212K
903 $200K
T
At&T Inc.

Communication Services
6.94K
New
$26.33 - $28.94 $183K - $201K
6.94K $200K
PM
Philip Morris International Inc.

Consumer Defensive
728
+ 34.65%
$149.23 - $184.95 $109K - $135K
2.83K $515K
COST
Costco Wholesale Corp

Consumer Defensive
82
+ 4.81%
$908.13 - $1056.85 $74.5K - $86.7K
1.79K $1.77M
WMT
Walmart Inc.

Consumer Defensive
646
+ 8.28%
$81.79 - $99.98 $52.8K - $64.6K
8.45K $825K
MA
Mastercard Inc

Financial Services
222
+ 20.11%
$479.92 - $590.74 $107K - $131K
1.33K $745K
AXP
American Express CO

Financial Services
175
+ 12.29%
$231.39 - $318.98 $40.5K - $55.8K
1.6K $510K
AMAT
Applied Materials Inc

Technology
235
+ 14.11%
$126.95 - $183.52 $29.8K - $43.1K
1.9K $347K
XOM
Exxon Mobil Corp

Energy
1.15K
+ 55.73%
$99.93 - $119.04 $115K - $137K
3.22K $347K
RTX
Raytheon Technologies Corp

Industrials
422
+ 14.73%
$113.75 - $148.48 $48K - $62.7K
3.29K $479K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.89K
+ 9.17%
$23.96 - $24.27 $93.3K - $94.5K
46.3K $1.12M
CAT
Caterpillar Inc

Industrials
63
+ 8.05%
$273.94 - $388.21 $17.3K - $24.5K
846 $328K
CSCO
Cisco Systems, Inc.

Technology
382
+ 7.79%
$53.19 - $69.38 $20.3K - $26.5K
5.28K $366K
MO
Altria Group, Inc.

Consumer Defensive
1.16K
+ 17.18%
$55.56 - $60.91 $64.6K - $70.8K
7.92K $464K
CRM
Salesforce, Inc.

Technology
169
+ 17.86%
$236.26 - $291.15 $39.9K - $49.2K
1.12K $304K
DE
Deere & CO

Industrials
32
+ 4.13%
$412.99 - $531.48 $13.2K - $17K
807 $410K
ACN
Accenture PLC

Technology
196
+ 19.48%
$279.23 - $323.21 $54.7K - $63.3K
1.2K $359K
NEE
Nextera Energy Inc

Utilities
946
+ 6.68%
$64.11 - $75.0 $60.6K - $71K
15.1K $1.05M
CSX
Csx Corp

Industrials
315
+ 4.19%
$26.69 - $32.91 $8.41K - $10.4K
7.84K $255K
GLD
Spdr Gold Trust

ETFs
10
+ 0.52%
$273.71 - $316.29 $2.74K - $3.16K
1.92K $584K
HD
Home Depot, Inc.

Consumer Cyclical
74
+ 3.4%
$335.24 - $380.78 $24.8K - $28.2K
2.25K $824K
MCD
Mcdonalds Corp

Consumer Cyclical
220
+ 10.2%
$285.55 - $321.23 $62.8K - $70.7K
2.38K $694K
GILD
Gilead Sciences, Inc.

Healthcare
228
+ 3.33%
$96.91 - $113.0 $22.1K - $25.8K
7.08K $784K
DUK
Duke Energy Corp

Utilities
227
+ 7.69%
$112.46 - $124.05 $25.5K - $28.2K
3.18K $374K
CMCSA
Comcast Corp

Communication Services
573
+ 10.3%
$32.84 - $36.72 $18.8K - $21K
6.14K $219K
UNP
Union Pacific Corp

Industrials
76
+ 8.03%
$208.27 - $238.46 $15.8K - $18.1K
1.02K $235K
KO
Coca Cola CO

Consumer Defensive
178
+ 4.03%
$68.37 - $73.9 $12.2K - $13.2K
4.59K $325K
VZ
Verizon Communications Inc

Communication Services
437
+ 8.72%
$41.67 - $45.62 $18.2K - $19.9K
5.45K $235K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
153
+ 0.23%
$25.04 - $25.18 $3.83K - $3.85K
67.3K $1.7M
UNH
Unitedhealth Group Inc

Healthcare
427
+ 71.4%
$274.35 - $599.47 $117K - $256K
1.03K $319K
AEP
American Electric Power CO Inc

Utilities
116
+ 5.87%
$98.59 - $109.11 $11.4K - $12.7K
2.09K $217K
Tortoise Capital Series Trus
6.22K
New
N/A
6.22K $0
AMGN
Amgen Inc

Healthcare
90
+ 10.75%
$262.28 - $309.85 $23.6K - $27.9K
927 $258K
PFE
Pfizer Inc

Healthcare
343
+ 3.62%
$21.59 - $24.84 $7.41K - $8.52K
9.81K $237K
TMO
Thermo Fisher Scientific Inc.

Healthcare
108
+ 21.82%
$390.26 - $489.06 $42.1K - $52.8K
603 $244K
LLY
Eli Lilly & CO

Healthcare
49
+ 5.58%
$713.71 - $898.95 $35K - $44K
927 $722K
PEP
Pepsico Inc

Consumer Defensive
413
+ 12.29%
$128.02 - $151.37 $52.9K - $62.5K
3.77K $498K
CVX
Chevron Corp

Energy
474
+ 13.78%
$133.73 - $168.51 $63.4K - $79.9K
3.91K $560K
ABBV
Abb Vie Inc.

Healthcare
183
+ 8.28%
$170.16 - $206.27 $31.1K - $37.7K
2.39K $444K
MRK
Merck & Co., Inc.

Healthcare
337
+ 7.47%
$73.47 - $87.12 $24.8K - $29.4K
4.85K $383K
PG
Procter & Gamble CO

Consumer Defensive
474
+ 4.91%
$157.66 - $172.39 $74.7K - $81.7K
10.1K $1.61M
JNJ
Johnson & Johnson

Healthcare
205
+ 3.75%
$146.36 - $159.82 $30K - $32.8K
5.67K $865K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
193
+ 5.93%
$483.48 - $539.8 $93.3K - $104K
3.45K $1.68M
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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