Baron Silver Stevens Financial Advisors, LLC Portfolio Holdings

Baron Silver Stevens Financial Advisors, LLC

  • $569 Million
  • Q1 2025

Baron Silver Stevens Financial Advisors, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $569 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $46.5M, Ishares Core S&P 500 ETF with a value of $46.1M, Ishares Russell 1000 Gr ETF with a value of $41.4M, Vanguard Total Stock Market Et with a value of $39.6M, and Ishares Core U.S. Aggregate Bo with a value of $34.2M.

Examining the 13F form we can see an decrease of $17.7M in the current position value, from $587M 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: $18 Million
Financial Services: $6.92 Million
Consumer Defensive: $5.5 Million
Communication Services: $4.94 Million
Healthcare: $4.67 Million
Consumer Cyclical: $4.54 Million
Industrials: $2.77 Million
Other: $2.66 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141B
$239,000 0.04% of portfolio
9,471
Q1 2025 Added 0.34%
$1.33B
$207,000 0.04% of portfolio
3,253
Q1 2025 Reduced 18.96%
$272B
$253,000 0.04% of portfolio
946
Q1 2025 Added 6.17%
$134B
$209,000 0.04% of portfolio
2,189
Q4 2024 New
$2.36B
$205,000 0.04% of portfolio
2,981
Q1 2025 Reduced 71.51%
$165B
$246,000 0.04% of portfolio
495
Q4 2024 Reduced 1.98%
$145B
$223,000 0.04% of portfolio
946
Q2 2024 Reduced 25.16%
$455B
$245,000 0.04% of portfolio
2,067
Q1 2025 Added 4.82%
$122B
$249,000 0.04% of portfolio
558
Q1 2025 Reduced 11.15%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $569 Million
  • Prior Value $587 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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