Baron Silver Stevens Financial Advisors, LLC Portfolio Holdings

Baron Silver Stevens Financial Advisors, LLC

  • $569 Million
  • Q3 2024

Baron Silver Stevens Financial Advisors, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $569 Million distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $46.3M, Ishares Core S&P 500 ETF with a value of $45.2M, Ishares Russell 1000 Gr ETF with a value of $43.1M, Vanguard Total Stock Market Et with a value of $41.9M, and Ishares Core U.S. Aggregate Bo with a value of $33.2M.

Examining the 13F form we can see an increase of $42M in the current position value, from $527M to 569M.

Below you can find more details about Baron Silver Stevens Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $569 Million
ETFs: $519 Million
Technology: $20 Million
Financial Services: $5.66 Million
Healthcare: $5.21 Million
Communication Services: $5.05 Million
Consumer Cyclical: $4.61 Million
Consumer Defensive: $4.5 Million
Industrials: $2.93 Million
Other: $2.85 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$49.6B
$202,000 0.04% of portfolio
1,977
Q3 2024 New
$81.8B
$216,000 0.04% of portfolio
482
Q3 2024 New
$149B
$243,000 0.04% of portfolio
755
Q3 2024 Added 11.52%
$144B
$232,000 0.04% of portfolio
946
Q2 2024 Reduced 25.16%
$185B
$248,000 0.04% of portfolio
1,463
Q2 2024 Reduced 7.87%
$322B
$243,000 0.04% of portfolio
891
Q3 2024 Added 12.64%
$204B
$240,000 0.04% of portfolio
1,985
Q2 2024 Reduced 24.9%
$75.2B
$215,000 0.04% of portfolio
408
Q3 2024 New
$177B
$198,000 0.03% of portfolio
1,019
Q3 2024 New
$7.49B
$125,000 0.02% of portfolio
13,985
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $569 Million
  • Prior Value $527 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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