Baron Silver Stevens Financial Advisors, LLC Portfolio Holdings
Baron Silver Stevens Financial Advisors, LLC
- $517 Million
- Q1 2024
Baron Silver Stevens Financial Advisors, LLC has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $517 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 $40.5M, Vanguard Value ETF with a value of $40.3M, Ishares Russell 1000 Gr ETF with a value of $38.9M, Vanguard Total Stock Market Et with a value of $38.1M, and Vanguard Dividend Appreciation with a value of $28.7M.
Examining the 13F form we can see an increase of $40.7M in the current position value, from $477M to 517M.
Below you can find more details about Baron Silver Stevens Financial Advisors, LLC portfolio as well as his latest detailed transactions.