Baron Silver Stevens Financial Advisors, LLC Portfolio Holdings

Baron Silver Stevens Financial Advisors, LLC

  • $569 Million
  • Q3 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.49B
$125,000 0.02% of portfolio
13,985
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $569 Million
  • Prior Value $527 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
Track This Portfolio

Track Baron Silver Stevens Financial Advisors, LLC Portfolio

Follow Baron Silver Stevens Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baron Silver Stevens Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Silver Stevens Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email