Baron Silver Stevens Financial Advisors, LLC Incresed Positions 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
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
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
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
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
TT
Trane Technologies PLC

Industrials
136
+ 5.87%
$315.21 - $437.41 $42.9K - $59.5K
2.45K $1.07M
IEMG
Ishares Inc

ETFs
5K
+ 2.85%
N/A
180K $9.68M
GOOGL
Alphabet Inc.

Communication Services
227
+ 2.19%
$144.7 - $178.6 $32.8K - $40.5K
10.6K $1.87M
IBDV
Ishares Tr

Technology
11.2K
+ 48.61%
$21.28 - $21.98 $239K - $247K
34.3K $753K
V
Visa Inc.

Financial Services
548
+ 10.24%
$308.27 - $373.31 $169K - $205K
5.9K $2.1M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.44K
+ 14.19%
N/A
67.9K $1.61M
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
IBM
International Business Machines Corp

Technology
342
+ 30.08%
$221.03 - $294.78 $75.6K - $101K
1.48K $435K
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
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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