Baron Silver Stevens Financial Advisors, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $619 Million distributed in 144 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 $50.6M, Ishares Russell 1000 Gr ETF with a value of $47.5M, Vanguard Value ETF with a value of $46.4M, Vanguard Total Stock Market Et with a value of $44.1M, and Ishares Core U.S. Aggregate Bo with a value of $35.6M.
Examining the 13F form we can see an increase of $49.4M in the current position value, from $569M to 619M.
Below you can find more details about Baron Silver Stevens Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$619 Million
ETFs: $551 Million
Technology: $26.8 Million
Financial Services: $8.43 Million
Communication Services: $6.98 Million
Consumer Defensive: $6.01 Million
Consumer Cyclical: $5.81 Million
Healthcare: $4.99 Million
Industrials: $3.98 Million
Other: $2.76 Million
Stock Holdings Table Market Cap. of $200 Billions or more
