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Baron Financial Group

Latest statistics and disclosures from Baron Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IWM, VTIP, QQQ, EFA, and represent 40.35% of Baron Financial Group's stock portfolio.
Added to shares of these 9 stocks: BNDX, DIVO, VB, MSFT, IWR, ARCC, IBM, IEFA, ADP.
Reduced shares in these 10 stocks: SPY, VTIP, IWM, QQQ, VNQ, GLD, IJR, CGW, CWB, BWX.
Baron Financial Group was a net seller of stock by $-3.9M.
Baron Financial Group has $164M in assets under management (AUM), dropping by 3.99%.
Central Index Key (CIK): 0001832093

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Portfolio Holdings for Baron Financial Group

Baron Financial Group holds 47 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	11.6	$19M	-4%	33k	573.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	10.2	$17M	-2%	76k	220.89	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	8.1	$13M	-3%	268k	49.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.7	$11M	-3%	23k	488.07	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.7	$6.1M		73k	83.63	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	3.6	$5.9M	-2%	77k	76.59	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.5	$5.7M	-3%	59k	97.42	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	3.4	$5.6M	-3%	92k	61.20	View chart
Spdr Gold Tr Gold Shs (GLD)	3.4	$5.6M	-3%	23k	243.06	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	2.9	$4.8M		55k	88.14	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.8	$4.5M		98k	45.86	View chart
Vanguard World Health Car Etf (VHT)	2.7	$4.3M	-2%	15k	282.20	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.6	$4.3M		104k	41.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.6	$4.3M	-4%	36k	116.96	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.6	$4.2M	-2%	39k	106.19	View chart
Ishares Tr Conv Bd Etf (ICVT)	2.5	$4.1M		49k	83.67	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	2.3	$3.7M	+3%	90k	41.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.9	$3.2M	-2%	8.4k	375.38	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.9	$3.1M	+7%	62k	50.28	View chart
New York Life Investments Et Nyli Hedge Multi (QAI)	1.8	$2.9M	-2%	92k	32.08	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.8	$2.9M	-2%	35k	84.17	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$2.5M		44k	57.41	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.5	$2.4M	-3%	64k	37.56	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.5	$2.4M	-2%	4.2k	569.69	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.4	$2.4M	-2%	12k	189.80	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	1.4	$2.3M	-5%	98k	23.36	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	1.2	$1.9M		18k	104.67	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$1.8M		6.3k	283.16	View chart
Ishares Esg Awr Msci Em (ESGE)	1.1	$1.7M	-2%	48k	36.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$1.6M	-4%	27k	62.32	View chart
Apple (AAPL)	1.0	$1.6M	-2%	6.9k	233.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$1.4M	+5%	6.1k	237.20	View chart
Microsoft Corporation (MSFT)	0.5	$796k	+6%	1.9k	430.40	View chart
Exxon Mobil Corporation (XOM)	0.5	$782k		6.7k	117.22	View chart
International Business Machines (IBM)	0.5	$740k		3.3k	221.07	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$601k	-8%	3.0k	202.76	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$503k		6.4k	78.69	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$490k	-5%	4.5k	108.63	View chart
Ares Capital Corporation (ARCC)	0.2	$399k		19k	20.94	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$374k	-2%	638.00	586.52	View chart
Colgate-Palmolive Company (CL)	0.2	$362k		3.5k	103.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$271k		1.4k	198.06	View chart
Abbvie (ABBV)	0.2	$250k		1.3k	197.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$245k		3.1k	78.05	View chart
Automatic Data Processing (ADP)	0.1	$236k		851.00	276.72	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$210k		1.9k	108.79	View chart
Baytex Energy Corp (BTE)	0.0	$41k		14k	2.97	View chart

Past Filings by Baron Financial Group

SEC 13F filings are viewable for Baron Financial Group going back to 2020

Baron Financial Group 2024 Q3 filed Oct. 18, 2024
Baron Financial Group 2024 Q2 filed July 22, 2024
Baron Financial Group 2024 Q1 filed April 30, 2024
Baron Financial Group 2023 Q4 filed Jan. 22, 2024
Baron Financial Group 2023 Q3 filed Oct. 19, 2023
Baron Financial Group 2023 Q2 filed Aug. 3, 2023
Baron Financial Group 2023 Q1 filed April 6, 2023
Baron Financial Group 2022 Q4 filed Jan. 20, 2023
Baron Financial Group 2022 Q3 filed Nov. 3, 2022
Baron Financial Group 2022 Q2 filed Aug. 11, 2022
Baron Financial Group 2022 Q1 filed May 13, 2022
Baron Financial Group 2021 Q4 filed Feb. 9, 2022
Baron Financial Group 2021 Q3 filed Nov. 12, 2021
Baron Financial Group 2021 Q1 restated filed Sept. 1, 2021
Baron Financial Group 2020 Q4 restated filed Sept. 1, 2021
Baron Financial Group 2021 Q2 filed Aug. 6, 2021

View all past filings

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