Baron Silver Stevens Financial Advisors, LLC Reduced Holdings in Q3 2025

Baron Silver Stevens Financial Advisors, LLC

  • $674 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
-3.5K
- 41.92%
$250.97 - $282.66 $878K - $988K
4.85K $1.37M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-17.9K
- 8.86%
$48.5 - $50.19 $868K - $898K
184K $9.22M
VUG
Vanguard Growth ETF

ETFs
-5.34K
- 10.84%
$433.97 - $484.08 $2.32M - $2.58M
43.9K $21.1M
MUB
Ishares National Muni Bond ETF

ETFs
-5.12K
- 5.63%
$103.24 - $106.68 $529K - $546K
85.9K $9.15M
TT
Trane Technologies PLC

Industrials
-358
- 14.59%
$398.96 - $472.54 $143K - $169K
2.1K $884K
COST
Costco Wholesale Corp

Consumer Defensive
-30
- 1.68%
$915.95 - $994.57 $27.5K - $29.8K
1.76K $1.63M
DE
Deere & CO

Industrials
-208
- 25.77%
$457.26 - $524.37 $95.1K - $109K
599 $273K
PM
Philip Morris International Inc.

Consumer Defensive
-395
- 13.96%
$157.77 - $183.27 $62.3K - $72.4K
2.43K $394K
V
Visa Inc.

Financial Services
-94
- 1.59%
$332.09 - $358.86 $31.2K - $33.7K
5.81K $1.98M
VLUE
Ishares Msci Usa Value Factor

ETFs
-2.88K
- 12.98%
$111.55 - $125.05 $321K - $360K
19.3K $2.42M
IBM
International Business Machines Corp

Technology
-228
- 15.42%
$234.77 - $292.47 $53.5K - $66.7K
1.25K $352K
UNH
Unitedhealth Group Inc

Healthcare
-333
- 32.49%
$237.77 - $353.61 $79.2K - $118K
692 $238K
ACN
Accenture PLC

Technology
-24
- 2.0%
$232.56 - $304.78 $5.58K - $7.31K
1.18K $290K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.41K
- 7.9%
$45.6 - $46.92 $64.2K - $66.1K
16.4K $766K
CRM
Salesforce, Inc.

Technology
-35
- 3.14%
$231.66 - $273.65 $8.11K - $9.58K
1.08K $255K
EFV
Msci Eafe Value ETF

ETFs
-756
- 17.99%
$62.79 - $68.42 $47.5K - $51.7K
3.45K $233K
PGR
Progressive Corp

Financial Services
-37
- 3.23%
$238.61 - $264.3 $8.83K - $9.78K
1.11K $273K
MRK
Merck & Co., Inc.

Healthcare
-640
- 13.21%
$77.6 - $87.37 $49.7K - $55.9K
4.21K $353K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-500
- 7.76%
$55.61 - $57.37 $27.8K - $28.7K
5.95K $339K
TXN
Texas Instruments Inc

Technology
-126
- 8.03%
N/A
1.44K $281K
UNP
Union Pacific Corp

Industrials
-93
- 9.1%
$214.91 - $237.16 $20K - $22.1K
929 $219K
ASML
Asml Holding Nv

Technology
-67
- 21.14%
$689.63 - $968.09 $46.2K - $64.9K
250 $242K
DHR
Danaher Corp

Healthcare
-50
- 3.8%
$181.46 - $212.2 $9.07K - $10.6K
1.27K $250K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-116
- 19.24%
$404.94 - $499.99 $47K - $58K
487 $236K
LMT
Lockheed Martin Corp

Industrials
-50
- 9.52%
$410.74 - $499.21 $20.5K - $25K
475 $237K
GILD
Gilead Sciences, Inc.

Healthcare
-53
- 0.75%
$108.22 - $120.47 $5.74K - $6.38K
7.02K $779K
MA
Mastercard Inc

Financial Services
-12
- 0.9%
$550.18 - $598.96 $6.6K - $7.19K
1.31K $747K
LOW
Lowes Companies Inc

Consumer Cyclical
-89
- 9.86%
$215.01 - $273.02 $19.1K - $24.3K
814 $204K
BA
Boeing CO

Industrials
-4
- 0.39%
$209.79 - $237.38 $839 - $950
1.03K $221K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-74
- 4.16%
$126.64 - $135.65 $9.37K - $10K
1.71K $231K
WMT
Walmart Inc.

Consumer Defensive
-369
- 4.37%
$94.4 - $104.27 $34.8K - $38.5K
8.08K $832K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-1
- 0.06%
$122.57 - $132.57 $123 - $133
1.69K $218K
CSX
Csx Corp

Industrials
-315
- 4.02%
$32.05 - $36.52 $10.1K - $11.5K
7.52K $267K
MCD
Mcdonalds Corp

Consumer Cyclical
-52
- 2.19%
$291.67 - $316.99 $15.2K - $16.5K
2.32K $706K
IVW
Ishares S&P 500 Growth ETF

ETFs
-127
- 4.45%
$108.97 - $121.65 $13.8K - $15.4K
2.72K $328K
NEE
Nextera Energy Inc

Utilities
-986
- 6.53%
$69.77 - $77.54 $68.8K - $76.5K
14.1K $1.07M
AEP
American Electric Power CO Inc

Utilities
-1
- 0.05%
$103.26 - $115.0 $103 - $115
2.09K $235K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-63
- 2.03%
$182.33 - $194.5 $11.5K - $12.3K
3.03K $590K
MO
Altria Group, Inc.

Consumer Defensive
-477
- 6.02%
$57.75 - $67.68 $27.5K - $32.3K
7.45K $491K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-43
- 1.25%
$459.11 - $506.91 $19.7K - $21.8K
3.41K $1.71M
HD
Home Depot, Inc.

Consumer Cyclical
-50
- 2.22%
$357.4 - $423.42 $17.9K - $21.2K
2.2K $891K
IWD
Ishares Russell 1000 Val ETF

ETFs
-26
- 0.33%
$192.76 - $203.86 $5.01K - $5.3K
7.81K $1.59M
ABBV
Abb Vie Inc.

Healthcare
-25
- 1.04%
$184.85 - $231.54 $4.62K - $5.79K
2.37K $548K
HDV
Ishares Core High Dividend ETF

ETFs
-223
- 0.81%
$118.16 - $123.66 $26.3K - $27.6K
27.3K $3.35M
JPM
Jpmorgan Chase & CO

Financial Services
-295
- 3.42%
$282.78 - $316.06 $83.4K - $93.2K
8.33K $2.63M
AVGO
Broadcom Inc.

Technology
-104
- 2.77%
$264.74 - $369.57 $27.5K - $38.4K
3.65K $1.2M
JNJ
Johnson & Johnson

Healthcare
-67
- 1.18%
$155.17 - $185.42 $10.4K - $12.4K
5.6K $1.04M
XT
Ishares Tr Exponential Technol

ETFs
-391
- 0.97%
$65.04 - $71.97 $25.4K - $28.1K
40.1K $2.88M
NVDA
Nvidia Corp

Technology
-1.23K
- 6.75%
$153.3 - $186.58 $189K - $229K
17K $3.17M
Activity Summary
Buys All Purchases 78 New Holdings 8 Increased Positions 70 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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