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 Market Cap. of $200 Billions or more
