Baron Silver Stevens Financial Advisors, LLC New Holdings in Q2 2025

Baron Silver Stevens Financial Advisors, LLC

  • $619 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
41.8K
New
$22.7 - $23.33 $949K - $976K
41.8K $975K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
33.2K
New
$20.23 - $21.04 $671K - $698K
33.2K $698K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.1K
New
$152.42 - $182.82 $472K - $566K
3.1K $566K
IVE
Ishares S&P 500 Value ETF

ETFs
2.04K
New
$168.34 - $195.42 $344K - $399K
2.04K $398K
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
PGR
Progressive Corp

Financial Services
1.15K
New
$255.27 - $288.74 $293K - $331K
1.15K $305K
TXN
Texas Instruments Inc

Technology
1.57K
New
N/A
1.57K $305K
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
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
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
ADBE
Adobe Inc.

Technology
567
New
$340.0 - $420.68 $193K - $239K
567 $219K
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
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
Tortoise Capital Series Trus
6.22K
New
N/A
6.22K $0
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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