Baron Silver Stevens Financial Advisors, LLC Closed Holding Positions

Baron Silver Stevens Financial Advisors, LLC

  • $569 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q2 2022 Filed on Jul 26, 2022
3,848
$43.35 - $54.51 $167K - $210K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q2 2022 Filed on Jul 26, 2022
2,131
$75.41 - $102.47 $161K - $218K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2022 Filed on May 03, 2022
2,254
$99.96 - $115.1 $225K - $259K
IAU
Ishares Gold Trust

ETFs
Q1 2022 Filed on May 03, 2022
9,930
$34.0 - $38.98 $338K - $387K
T
At&T Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
8,693
$20.36 - $22.08 $177K - $192K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
802
$259.0 - $308.53 $208K - $247K
BLK
Black Rock Inc.

Financial Services
Q3 2021 Filed on Nov 12, 2021
292
$838.66 - $954.94 $245K - $279K
XPO
Xpo Logistics, Inc.

Industrials
Q3 2021 Filed on Nov 12, 2021
2,115
$79.58 - $90.39 $168K - $191K
NKE
Nike, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
1,509
$145.23 - $173.85 $219K - $262K
NFLX
Netflix Inc

Communication Services
Q3 2021 Filed on Nov 12, 2021
384
$510.72 - $610.34 $196K - $234K
INTC
Intel Corp

Technology
Q3 2021 Filed on Nov 12, 2021
3,687
$52.01 - $56.87 $192K - $210K
I Shares Gold Trust
Q2 2021 Filed on Jul 27, 2021
20,685
N/A
NCR
Ncr Corp

Technology
Q1 2021 Filed on Apr 27, 2021
41
$33.09 - $39.08 $1.36K - $1.6K
MCO
Moodys Corp

Financial Services
Q1 2021 Filed on Apr 27, 2021
7
$263.04 - $306.97 $1.84K - $2.15K
MNST
Monster Beverage Corp

Consumer Defensive
Q1 2021 Filed on Apr 27, 2021
69
$84.6 - $94.99 $5.84K - $6.55K
NXPI
Nxp Semiconductors N.V.

Technology
Q1 2021 Filed on Apr 27, 2021
11
$160.47 - $208.34 $1.77K - $2.29K
OXY
Occidental Petroleum Corp

Energy
Q1 2021 Filed on Apr 27, 2021
200
$17.45 - $31.23 $3.49K - $6.25K
MPWR
Monolithic Power Systems Inc

Technology
Q1 2021 Filed on Apr 27, 2021
13
$302.05 - $403.18 $3.93K - $5.24K
OKTA
Okta, Inc.

Technology
Q1 2021 Filed on Apr 27, 2021
41
$208.51 - $291.78 $8.55K - $12K
NVT
N Vent Electric PLC

Industrials
Q1 2021 Filed on Apr 27, 2021
41
$22.15 - $29.93 $908 - $1.23K
NUE
Nucor Corp

Basic Materials
Q1 2021 Filed on Apr 27, 2021
85
$48.73 - $80.39 $4.14K - $6.83K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 27, 2021
69
$48.31 - $62.89 $3.33K - $4.34K
MSCI
Msci Inc.

Financial Services
Q1 2021 Filed on Apr 27, 2021
7
$393.34 - $453.19 $2.75K - $3.17K
NVS
Novartis Ag

Healthcare
Q1 2021 Filed on Apr 27, 2021
106
$83.5 - $98.47 $8.85K - $10.4K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q1 2021 Filed on Apr 27, 2021
1,000
$22.4 - $33.13 $22.4K - $33.1K
NDAQ
Nasdaq, Inc.

Financial Services
Q1 2021 Filed on Apr 27, 2021
9
$131.97 - $150.84 $1.19K - $1.36K
NI
Nisource Inc.

Utilities
Q1 2021 Filed on Apr 27, 2021
40
$21.26 - $24.36 $850 - $974
National Instruments Corp
Q1 2021 Filed on Apr 27, 2021
99
N/A
NICE
Nice Ltd.

Technology
Q1 2021 Filed on Apr 27, 2021
7
$216.32 - $279.38 $1.51K - $1.96K
NSC
Norfolk Southern Corp

Industrials
Q1 2021 Filed on Apr 27, 2021
32
$233.44 - $272.91 $7.47K - $8.73K
OTIS
Otis Worldwide Corp

Industrials
Q1 2021 Filed on Apr 27, 2021
400
$62.24 - $69.91 $24.9K - $28K
Proofpoint Inc
Q1 2021 Filed on Apr 27, 2021
12
N/A
PRLB
Proto Labs Inc

Industrials
Q1 2021 Filed on Apr 27, 2021
29
$115.19 - $251.49 $3.34K - $7.29K
PRU
Prudential Financial Inc

Financial Services
Q1 2021 Filed on Apr 27, 2021
59
$76.4 - $93.87 $4.51K - $5.54K
PEG
Public Service Enterprise Group Inc

Utilities
Q1 2021 Filed on Apr 27, 2021
3,106
$53.83 - $60.21 $167K - $187K
PHM
Pultegroup Inc

Consumer Cyclical
Q1 2021 Filed on Apr 27, 2021
27
$40.85 - $52.75 $1.1K - $1.42K
QGEN
Qiagen N.V.

Healthcare
Q1 2021 Filed on Apr 27, 2021
39
$46.25 - $56.02 $1.8K - $2.18K
QLYS
Qualys, Inc.

Technology
Q1 2021 Filed on Apr 27, 2021
18
$91.75 - $145.3 $1.65K - $2.62K
RSG
Republic Services, Inc.

Industrials
Q1 2021 Filed on Apr 27, 2021
8
$88.96 - $101.29 $712 - $810
REZI
Resideo Technologies, Inc.

Industrials
Q1 2021 Filed on Apr 27, 2021
97
$21.29 - $31.51 $2.07K - $3.06K
PLD
Prologis, Inc.

Real Estate
Q1 2021 Filed on Apr 27, 2021
52
$93.91 - $107.76 $4.88K - $5.6K
PPL
Ppl Corp

Utilities
Q1 2021 Filed on Apr 27, 2021
52
$26.19 - $29.69 $1.36K - $1.54K
PCAR
Paccar Inc

Industrials
Q1 2021 Filed on Apr 27, 2021
15
$84.72 - $99.6 $1.27K - $1.49K
PAYX
Paychex Inc

Industrials
Q1 2021 Filed on Apr 27, 2021
419
$86.87 - $100.82 $36.4K - $42.2K
PAYC
Paycom Software, Inc.

Technology
Q1 2021 Filed on Apr 27, 2021
9
$348.69 - $441.13 $3.14K - $3.97K
Perspecta Inc
Q1 2021 Filed on Apr 27, 2021
3
N/A
PSX
Phillips 66

Energy
Q1 2021 Filed on Apr 27, 2021
223
$67.38 - $88.66 $15K - $19.8K
PNW
Pinnacle West Capital Corp

Utilities
Q1 2021 Filed on Apr 27, 2021
69
$69.93 - $81.43 $4.83K - $5.62K
PLUG
Plug Power Inc

Industrials
Q1 2021 Filed on Apr 27, 2021
100
$30.78 - $73.18 $3.08K - $7.32K
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