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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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