Baron Silver Stevens Financial Advisors, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $569 Million distributed in 120 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $46.3M, Ishares Core S&P 500 ETF with a value of $45.2M, Ishares Russell 1000 Gr ETF with a value of $43.1M, Vanguard Total Stock Market Et with a value of $41.9M, and Ishares Core U.S. Aggregate Bo with a value of $33.2M.
Examining the 13F form we can see an increase of $42M in the current position value, from $527M 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: $20 Million
Financial Services: $5.66 Million
Healthcare: $5.21 Million
Communication Services: $5.05 Million
Consumer Cyclical: $4.61 Million
Consumer Defensive: $4.5 Million
Industrials: $2.93 Million
Other: $2.85 Million
Stock Holdings Table Market Cap. of $200 Billions or more
