Baron Silver Stevens Financial Advisors, LLC Sells in Q1 2025

Baron Silver Stevens Financial Advisors, LLC

  • $569 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.95K
- 1.67%
$360.07 - $417.26 $701K - $812K
115K $41.4M
VTI
Vanguard Total Stock Market Et

ETFs
-8.09K
- 5.31%
$271.18 - $303.12 $2.19M - $2.45M
144K $39.6M
VUG
Vanguard Growth ETF

ETFs
-2.43K
- 4.87%
$369.1 - $427.61 $897K - $1.04M
47.5K $17.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.84K
- 2.23%
$102.49 - $119.96 $393K - $461K
168K $17.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-11.1K
- 2.77%
$57.21 - $65.8 $633K - $728K
388K $22.7M
AAPL
Apple Inc.

Technology
-1.85K
- 4.22%
$209.68 - $247.1 $387K - $457K
42K $9.33M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-21.7K
- 7.03%
$49.25 - $50.66 $1.07M - $1.1M
287K $14.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-985
- 4.15%
$507.05 - $563.67 $499K - $555K
22.7K $11.7M
MSFT
Microsoft Corp

Technology
-529
- 4.02%
$375.39 - $447.2 $199K - $237K
12.6K $4.74M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-6.63K
- 8.84%
$126.11 - $135.06 $836K - $896K
68.4K $8.83M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-7.48K
- 71.51%
$66.59 - $77.68 $498K - $581K
2.98K $205K
AMZN
Amazon Com Inc

Consumer Cyclical
-291
- 2.4%
$190.26 - $242.06 $55.4K - $70.4K
11.9K $2.25M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-9.51K
- 20.77%
$48.43 - $49.9 $461K - $475K
36.3K $1.81M
NVDA
Nvidia Corp

Technology
-54
- 0.38%
$106.98 - $149.43 $5.78K - $8.07K
14K $1.52M
XT
Ishares Tr Exponential Technol

ETFs
-3.67K
- 7.41%
$57.56 - $64.0 $211K - $235K
45.8K $2.64M
MUB
Ishares National Muni Bond ETF

ETFs
-1.46K
- 1.3%
$104.71 - $107.69 $153K - $157K
111K $11.7M
GOOG
Alphabet Inc.

Communication Services
-200
- 2.87%
$156.06 - $207.71 $31.2K - $41.5K
6.77K $1.06M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.08K
- 10.01%
$56.17 - $59.71 $229K - $244K
36.7K $2.1M
IEMG
Ishares Inc

ETFs
-3.62K
- 2.02%
N/A
175K $9.41M
META
Meta Platforms, Inc.

Communication Services
-250
- 8.51%
$576.36 - $736.67 $144K - $184K
2.69K $1.55M
MRK
Merck & Co., Inc.

Healthcare
-1.2K
- 20.95%
$83.01 - $101.02 $99.2K - $121K
4.51K $404K
PG
Procter & Gamble CO

Consumer Defensive
-1.09K
- 10.17%
$158.56 - $176.26 $173K - $193K
9.66K $1.65M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-142
- 12.01%
$468.34 - $539.52 $66.5K - $76.6K
1.04K $487K
IWD
Ishares Russell 1000 Val ETF

ETFs
-672
- 7.9%
$182.82 - $196.21 $123K - $132K
7.84K $1.47M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-685
- 28.85%
$117.4 - $131.02 $80.4K - $89.7K
1.69K $202K
TT
Trane Technologies PLC

Industrials
-35
- 1.49%
$332.0 - $400.86 $11.6K - $14K
2.32K $780K
RBCAA
Republic Bancorp Inc

Financial Services
-761
- 18.96%
$63.57 - $69.14 $48.4K - $52.6K
3.25K $207K
CMCSA
Comcast Corp

Communication Services
-1.63K
- 22.69%
$33.19 - $38.23 $54.2K - $62.4K
5.57K $205K
DHR
Danaher Corp

Healthcare
-91
- 5.05%
$201.62 - $250.59 $18.3K - $22.8K
1.71K $350K
UNH
Unitedhealth Group Inc

Healthcare
-137
- 18.64%
$461.52 - $548.18 $63.2K - $75.1K
598 $313K
LMT
Lockheed Martin Corp

Industrials
-70
- 11.15%
$423.19 - $506.29 $29.6K - $35.4K
558 $249K
DIS
Walt Disney CO

Communication Services
-15
- 0.49%
$96.87 - $114.0 $1.45K - $1.71K
3.06K $302K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-138
- 4.09%
$96.93 - $109.51 $13.4K - $15.1K
3.24K $317K
VGT
Vanguard Information Technolog

ETFs
-8
- 2.02%
$542.38 - $646.34 $4.34K - $5.17K
388 $210K
CSX
Csx Corp

Industrials
-414
- 5.22%
$29.11 - $33.67 $12.1K - $13.9K
7.52K $221K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.37K
- 2.26%
N/A
59.5K $1.41M
PEP
Pepsico Inc

Consumer Defensive
-136
- 3.89%
$142.64 - $156.42 $19.4K - $21.3K
3.36K $503K
HDV
Ishares Core High Dividend ETF

ETFs
-2.45K
- 7.96%
$110.86 - $121.12 $272K - $297K
28.3K $3.43M
VLUE
Ishares Msci Usa Value Factor

ETFs
-429
- 1.85%
$104.89 - $113.56 $45K - $48.7K
22.7K $2.42M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.36K
- 3.73%
$24.79 - $25.26 $33.7K - $34.3K
35.1K $886K
HON
Honeywell International Inc

Industrials
-5
- 0.35%
$202.75 - $226.52 $1.01K - $1.13K
1.42K $301K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-42
- 2.31%
$113.22 - $126.36 $4.76K - $5.31K
1.78K $204K
CSCO
Cisco Systems, Inc.

Technology
-73
- 1.47%
$58.74 - $64.87 $4.29K - $4.74K
4.9K $302K
IBM
International Business Machines Corp

Technology
-69
- 5.72%
$217.4 - $264.74 $15K - $18.3K
1.14K $282K
DE
Deere & CO

Industrials
-26
- 3.25%
$408.57 - $509.27 $10.6K - $13.2K
775 $363K
DUK
Duke Energy Corp

Utilities
-95
- 3.12%
$105.87 - $121.97 $10.1K - $11.6K
2.95K $359K
JPM
Jpmorgan Chase & CO

Financial Services
-35
- 0.45%
$225.19 - $279.95 $7.88K - $9.8K
7.79K $1.91M
VEA
Vanguard Ftse Developed Market

ETFs
-110
- 0.39%
$47.4 - $52.99 $5.21K - $5.83K
27.8K $1.41M
JNJ
Johnson & Johnson

Healthcare
-20
- 0.36%
$142.06 - $167.7 $2.84K - $3.35K
5.46K $905K
Activity Summary
Buys All Purchases 50 New Holdings 5 Increased Positions 45 Sells All Sells 55 Reductions 55 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