Baron Silver Stevens Financial Advisors, LLC Portfolio Holdings

Baron Silver Stevens Financial Advisors, LLC

  • $587 Million
  • Q4 2024

Baron Silver Stevens Financial Advisors, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $587 Million distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $47.5M, Ishares Russell 1000 Gr ETF with a value of $46.8M, Vanguard Value ETF with a value of $45.6M, Vanguard Total Stock Market Et with a value of $44.1M, and Ishares Core U.S. Aggregate Bo with a value of $33.1M.

Examining the 13F form we can see an increase of $17.7M in the current position value, from $569M to 587M.

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

Portfolio value $587 Million
ETFs: $530 Million
Technology: $21.4 Million
Financial Services: $7.29 Million
Communication Services: $5.82 Million
Consumer Cyclical: $5.67 Million
Consumer Defensive: $5.41 Million
Healthcare: $4.67 Million
Industrials: $3.31 Million
Other: $2.48 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$47.5 Million 8.09% of portfolio
80,680
Q4 2024 Added 3.07%
$0
$46.8 Million 7.98% of portfolio
116,661
Q4 2024 Added 1.65%
$0
$45.6 Million 7.76% of portfolio
269,118
Q4 2024 Added 1.46%
$0
$44.1 Million 7.52% of portfolio
152,303
Q4 2024 Added 2.82%
$0
$33.1 Million 5.64% of portfolio
341,795
Q4 2024 Added 4.39%
$0
$30.7 Million 5.23% of portfolio
168,615
Q4 2024 Added 3.04%
$0
$24.9 Million 4.24% of portfolio
399,307
Q4 2024 Added 2.27%
$0
$21.9 Million 3.72% of portfolio
303,891
Q4 2024 Added 8.07%
$0
$20.5 Million 3.49% of portfolio
49,945
Q4 2024 Added 2.63%
$0
$20.1 Million 3.42% of portfolio
225,899
Q4 2024 Reduced 0.26%
$0
$19.8 Million 3.38% of portfolio
172,197
Q4 2024 Added 3.38%
$0
$17.4 Million 2.96% of portfolio
294,982
Q4 2024 Added 4.7%
$0
$15.5 Million 2.63% of portfolio
308,570
Q4 2024 Added 0.71%
$0
$14.6 Million 2.48% of portfolio
133,599
Q4 2024 Reduced 0.18%
$0
$12.8 Million 2.18% of portfolio
23,726
Q4 2024 Added 2.61%
$0
$12 Million 2.04% of portfolio
112,364
Q4 2024 Added 2.43%
$0
$9.6 Million 1.64% of portfolio
179,048
Q4 2024 Added 3.41%
$0
$9.58 Million 1.63% of portfolio
75,071
Q4 2024 Added 2.01%
$0
$6.89 Million 1.17% of portfolio
137,323
Q4 2024 Added 4.1%
$0
$6.44 Million 1.1% of portfolio
97,316
Q4 2024 Added 4.34%
$0
$5.06 Million 0.86% of portfolio
185,393
Q4 2024 Added 209.87%
$0
$5.08 Million 0.86% of portfolio
72,268
Q4 2024 Added 5.24%
$0
$4.67 Million 0.8% of portfolio
19,437
Q4 2024 Added 0.28%
$0
$3.64 Million 0.62% of portfolio
13,785
Q4 2024 Added 0.39%
$0
$3.46 Million 0.59% of portfolio
30,797
Q4 2024 Added 2.1%
$0
$3.13 Million 0.53% of portfolio
23,984
Q4 2024 Added 11.06%
$0
$2.95 Million 0.5% of portfolio
49,485
Q4 2024 Added 0.3%
$0
$2.65 Million 0.45% of portfolio
65,375
Q4 2024 Added 38.97%
$0
$2.44 Million 0.42% of portfolio
23,133
Q4 2024 Added 0.06%
$0
$2.35 Million 0.4% of portfolio
4,010
Q3 2024 Reduced 3.12%
$0
$2.34 Million 0.4% of portfolio
40,752
Q4 2024 Reduced 5.87%
$0
$2.22 Million 0.38% of portfolio
45,799
Q4 2024 Added 2.22%
$0
$1.94 Million 0.33% of portfolio
8,342
Q4 2024 Added 1.09%
$0
$1.68 Million 0.29% of portfolio
67,090
Q4 2024 Added 0.48%
$0
$1.65 Million 0.28% of portfolio
28,779
Q4 2024 Added 6.57%
$0
$1.58 Million 0.27% of portfolio
8,508
Q4 2024 Reduced 1.63%
$0
$1.45 Million 0.25% of portfolio
60,858
Q4 2024 Added 5.79%
$0
$1.33 Million 0.23% of portfolio
27,905
Q4 2024 Added 1.51%
$0
$1.23 Million 0.21% of portfolio
27,945
Q4 2024 Added 0.18%
$0
$1.12 Million 0.19% of portfolio
19,265
Q4 2024 Added 0.35%
$0
$950,000 0.16% of portfolio
39,672
Q4 2024 Added 6.82%
$0
$907,000 0.15% of portfolio
36,437
Q4 2024 Added 13.06%
$0
$604,000 0.1% of portfolio
1,182
Q4 2024 Added 28.06%
$0
$581,000 0.1% of portfolio
10,313
Q4 2024 Added 53.26%
$87.8B
$447,000 0.08% of portfolio
1,850
Q4 2024 Added 28.92%
$0
$469,000 0.08% of portfolio
3,995
Q4 2023 New
$0
$447,000 0.08% of portfolio
4,457
Q4 2024 Added 2.39%
$0
$492,000 0.08% of portfolio
23,045
Q4 2024 New
$0
$426,000 0.07% of portfolio
6,684
Q4 2022 New

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $587 Million
  • Prior Value $569 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 13 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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