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

Baron Silver Stevens Financial Advisors, LLC

  • $619 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-84.9K
- 29.6%
$48.13 - $49.85 $4.09M - $4.23M
202K $9.9M
MUB
Ishares National Muni Bond ETF

ETFs
-19.9K
- 17.95%
$102.31 - $105.8 $2.04M - $2.11M
91K $9.51M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-33.6K
- 18.68%
$48.46 - $50.2 $1.63M - $1.68M
146K $7.25M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-30.2K
- 82.42%
$51.14 - $57.0 $1.55M - $1.72M
6.45K $366K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-9.49K
- 4.89%
$24.32 - $27.87 $231K - $265K
185K $4.9M
VIG
Vanguard Dividend Appreciation

ETFs
-2.87K
- 1.68%
N/A
167K $30.5M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-9.59K
- 46.7%
$22.57 - $23.23 $216K - $223K
10.9K $254K
HDV
Ishares Core High Dividend ETF

ETFs
-791
- 2.79%
$108.41 - $120.51 $85.8K - $95.3K
27.6K $3.23M
VTV
Vanguard Value ETF

ETFs
-7.13K
- 2.65%
$153.67 - $176.74 $1.1M - $1.26M
262K $46.4M
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-2.65K
- 9.95%
$111.3 - $134.5 $295K - $356K
24K $3.22M
DHR
Danaher Corp

Healthcare
-395
- 23.09%
$174.64 - $205.16 $69K - $81K
1.32K $259K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.67K
- 3.91%
$114.78 - $133.31 $307K - $356K
65.8K $8.77M
IBHG
Ishares Tr Ibonds 2027 Term Hi
-2.39K
- 15.81%
$21.56 - $22.54 $51.6K - $53.9K
12.7K $287K
WMB
Williams Companies, Inc.

Energy
-980
- 22.48%
$54.33 - $62.87 $53.2K - $61.6K
3.38K $212K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-216
- 3.04%
$47.46 - $55.3 $10.3K - $11.9K
6.9K $379K
SHOP
Shopify Inc.

Technology
-452
- 20.65%
$76.89 - $115.35 $34.8K - $52.1K
1.74K $200K
LMT
Lockheed Martin Corp

Industrials
-33
- 5.91%
$430.82 - $486.45 $14.2K - $16.1K
525 $243K
XT
Ishares Tr Exponential Technol

ETFs
-5.33K
- 11.63%
$49.86 - $65.25 $266K - $348K
40.5K $2.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-140
- 13.46%
$416.06 - $551.64 $58.2K - $77.2K
900 $496K
DIS
Walt Disney CO

Communication Services
-54
- 1.76%
$81.72 - $124.01 $4.41K - $6.7K
3.01K $373K
VLUE
Ishares Msci Usa Value Factor

ETFs
-510
- 2.25%
$93.5 - $113.21 $47.7K - $57.7K
22.2K $2.51M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.63K
- 2.16%
$90.56 - $109.49 $329K - $398K
165K $18M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-11.6K
- 3.0%
$51.16 - $62.02 $595K - $721K
377K $23.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-118
- 0.52%
$456.74 - $568.03 $53.9K - $67K
22.6K $12.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-275
- 0.1%
$55.54 - $69.09 $15.3K - $19K
286K $19.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-673
- 0.82%
$498.8 - $620.9 $336K - $418K
81.4K $50.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.06K
- 1.79%
$320.42 - $424.58 $659K - $873K
113K $47.5M
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
Track This Portfolio

Track Baron Silver Stevens Financial Advisors, LLC Portfolio

Follow Baron Silver Stevens Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Silver Stevens Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Silver Stevens Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email