Baron Silver Stevens Financial Advisors, LLC Portfolio Holdings

Baron Silver Stevens Financial Advisors, LLC

  • $527 Million
  • Q2 2024

Baron Silver Stevens Financial Advisors, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $527 Million distributed in 112 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 $42.1M, Ishares Russell 1000 Gr ETF with a value of $41.9M, Vanguard Value ETF with a value of $41M, Vanguard Total Stock Market Et with a value of $39.1M, and Ishares Core U.S. Aggregate Bo with a value of $29.9M.

Examining the 13F form we can see an increase of $10.1M in the current position value, from $517M to 527M.

Below you can find more details about Baron Silver Stevens Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $527 Million
ETFs: $481 Million
Technology: $18.8 Million
Communication Services: $5.28 Million
Financial Services: $5.01 Million
Healthcare: $4.79 Million
Consumer Defensive: $4.13 Million
Consumer Cyclical: $4.1 Million
Industrials: $2.49 Million
Other: $1.98 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $527 Million
  • Prior Value $517 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 18, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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