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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46.5 Million 8.17% of portfolio
269,431
Q1 2025 Added 0.12%
$0
$46.1 Million 8.1% of portfolio
82,121
Q1 2025 Added 1.79%
$0
$41.4 Million 7.27% of portfolio
114,715
Q1 2025 Reduced 1.67%
$0
$39.6 Million 6.96% of portfolio
144,210
Q1 2025 Reduced 5.31%
$0
$34.2 Million 6.01% of portfolio
345,880
Q1 2025 Added 1.2%
$0
$31 Million 5.45% of portfolio
170,272
Q1 2025 Added 0.98%
$0
$22.7 Million 3.98% of portfolio
388,240
Q1 2025 Reduced 2.77%
$0
$22.1 Million 3.88% of portfolio
300,698
Q1 2025 Reduced 1.05%
$0
$20.3 Million 3.57% of portfolio
216,768
Q1 2025 Reduced 4.04%
$0
$17.8 Million 3.12% of portfolio
286,326
Q1 2025 Reduced 2.93%
$0
$17.6 Million 3.09% of portfolio
168,358
Q1 2025 Reduced 2.23%
$0
$17.6 Million 3.09% of portfolio
47,514
Q1 2025 Reduced 4.87%
$0
$15.1 Million 2.65% of portfolio
129,791
Q1 2025 Reduced 2.85%
$0
$14.2 Million 2.5% of portfolio
286,888
Q1 2025 Reduced 7.03%
$0
$11.7 Million 2.05% of portfolio
110,904
Q1 2025 Reduced 1.3%
$0
$11.7 Million 2.05% of portfolio
22,741
Q1 2025 Reduced 4.15%
$0
$9.41 Million 1.65% of portfolio
175,432
Q1 2025 Reduced 2.02%
$0
$8.98 Million 1.58% of portfolio
179,666
Q1 2025 Added 30.83%
$0
$8.83 Million 1.55% of portfolio
68,438
Q1 2025 Reduced 8.84%
$0
$7.74 Million 1.36% of portfolio
110,856
Q1 2025 Added 13.91%
$0
$5.56 Million 0.98% of portfolio
73,535
Q1 2025 Added 1.75%
$0
$5.43 Million 0.95% of portfolio
194,239
Q1 2025 Added 4.77%
$0
$4.55 Million 0.8% of portfolio
20,520
Q1 2025 Added 5.57%
$0
$3.88 Million 0.68% of portfolio
15,000
Q1 2025 Added 8.81%
$0
$3.43 Million 0.6% of portfolio
28,345
Q1 2025 Reduced 7.96%
$0
$3.36 Million 0.59% of portfolio
26,618
Q1 2025 Added 10.98%
$0
$3.32 Million 0.58% of portfolio
86,252
Q1 2025 Added 31.93%
$0
$2.64 Million 0.46% of portfolio
45,820
Q1 2025 Reduced 7.41%
$0
$2.42 Million 0.43% of portfolio
22,704
Q1 2025 Reduced 1.85%
$0
$2.24 Million 0.39% of portfolio
4,010
Q3 2024 Reduced 3.12%
$0
$2.13 Million 0.37% of portfolio
35,821
Q1 2025 Added 85.94%
$0
$2.1 Million 0.37% of portfolio
36,673
Q1 2025 Reduced 10.01%
$0
$1.95 Million 0.34% of portfolio
32,105
Q1 2025 Added 11.56%
$0
$1.81 Million 0.32% of portfolio
36,288
Q1 2025 Reduced 20.77%
$0
$1.69 Million 0.3% of portfolio
67,188
Q1 2025 Added 0.15%
$0
$1.72 Million 0.3% of portfolio
8,342
Q4 2024 Added 1.09%
$0
$1.57 Million 0.28% of portfolio
34,703
Q1 2025 Added 24.18%
$0
$1.47 Million 0.26% of portfolio
7,836
Q1 2025 Reduced 7.9%
$0
$1.41 Million 0.25% of portfolio
59,485
Q1 2025 Reduced 2.26%
$0
$1.41 Million 0.25% of portfolio
27,795
Q1 2025 Reduced 0.39%
$0
$1.03 Million 0.18% of portfolio
42,443
Q1 2025 Added 6.98%
$0
$886,000 0.16% of portfolio
35,078
Q1 2025 Reduced 3.73%
$106B
$550,000 0.1% of portfolio
1,909
Q1 2025 Added 3.19%
$0
$487,000 0.09% of portfolio
1,040
Q1 2025 Reduced 12.01%
$0
$534,000 0.09% of portfolio
10,313
Q4 2024 Added 53.26%
$0
$501,000 0.09% of portfolio
23,082
Q1 2025 Added 0.16%
$0
$509,000 0.09% of portfolio
5,066
Q1 2025 Added 13.66%
$0
$463,000 0.08% of portfolio
3,995
Q4 2023 New
$0
$476,000 0.08% of portfolio
20,531
Q1 2025 Added 101.3%

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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