Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, CWB, and represent 40.90% of Baron Financial Group's stock portfolio.
Added to shares of these 10 stocks: DIVO, BNDX, VB, VNQ, IWR, DSI, IQLT, IEMG, IJH, SPGP.
Started 4 new stock positions in DIVO, VB, DSI, BNDX.
Reduced shares in these 10 stocks: MTUM (-$6.4M), PHDG, FPE, SUB, MUB, VTIP, BWX, SPY, BSV, PFE.
Sold out of its positions in PFE, PEG.
Baron Financial Group was a net seller of stock by $-12M.
Baron Financial Group has $157M in assets under management (AUM), dropping by 1.87%.
Central Index Key (CIK): 0001832093

Tip: Access up to 7 years of quarterly data

Positions held by Baron Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Baron Financial Group

Baron Financial Group holds 51 positions in its portfolio as reported in the December 2023 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)	11.4	$18M	-2%	38k	475.31	View chart
Ishares Tr Russell 2000 Etf (IWM)	10.4	$16M		81k	200.71	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	8.8	$14M	-3%	289k	47.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.6	$10M		25k	409.52	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	3.7	$5.9M		81k	72.15	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.7	$5.8M		77k	75.35	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.4	$5.3M	+5%	60k	88.36	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	3.3	$5.2M		97k	53.01	View chart
Spdr Gold Tr Gold Shs (GLD)	3.0	$4.8M		25k	191.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.9	$4.6M		42k	108.25	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.9	$4.6M	-18%	43k	105.43	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	2.7	$4.2M	+5%	54k	77.73	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.6	$4.2M		103k	40.21	View chart
Vanguard World Fds Health Car Etf (VHT)	2.6	$4.0M		16k	250.70	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.5	$4.0M	+2%	106k	37.56	View chart
Ishares Tr Conv Bd Etf (ICVT)	2.5	$3.9M		50k	78.59	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.0	$3.1M	-2%	10k	303.17	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.9	$2.9M		39k	75.54	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	1.8	$2.8M	-15%	121k	23.18	View chart
Indexiq Etf Tr Hedge Mlti Etf (QAI)	1.7	$2.7M		89k	30.10	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.6	$2.5M	-2%	73k	34.01	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.5	$2.3M	-2%	4.6k	507.34	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.5	$2.3M	-4%	14k	165.25	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	1.4	$2.2M	NEW	59k	36.55	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.4	$2.1M	-75%	14k	156.89	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$2.0M	+3%	39k	50.58	View chart
Apple (AAPL)	1.2	$1.9M		9.7k	192.53	View chart
Ishares Esg Awr Msci Em (ESGE)	1.2	$1.8M		57k	32.06	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	1.1	$1.7M		17k	98.04	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$1.6M		6.6k	237.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$1.5M	+3%	5.6k	277.15	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$1.1M	NEW	23k	49.37	View chart
Microsoft Corporation (MSFT)	0.6	$867k		2.3k	375.98	View chart
Exxon Mobil Corporation (XOM)	0.5	$742k		7.4k	99.98	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$690k	NEW	3.2k	213.35	View chart
Invesco Actively Managed Etf S&p500 Downsid (PHDG)	0.4	$580k	-86%	17k	34.23	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$576k	-56%	5.3k	108.41	View chart
International Business Machines (IBM)	0.3	$545k	-2%	3.3k	163.53	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$512k	-32%	6.6k	77.02	View chart
Automatic Data Processing (ADP)	0.2	$376k	-2%	1.6k	233.03	View chart
Ares Capital Corporation (ARCC)	0.2	$368k	+3%	18k	20.03	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.2	$316k	-2%	653.00	484.00	View chart
JPMorgan Chase & Co. (JPM)	0.2	$294k		1.7k	170.10	View chart
Colgate-Palmolive Company (CL)	0.2	$278k		3.5k	79.71	View chart
Johnson & Johnson (JNJ)	0.2	$268k		1.7k	156.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$233k	+4%	1.4k	170.40	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$226k	-85%	13k	16.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$219k		3.1k	70.35	View chart
Merck & Co (MRK)	0.1	$217k		2.0k	109.02	View chart
Abbvie (ABBV)	0.1	$216k		1.4k	154.97	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$204k	NEW	2.2k	91.05	View chart

Past Filings by Baron Financial Group

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

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
Baron Financial Group 2021 Q1 filed May 13, 2021
Baron Financial Group 2020 Q4 filed Feb. 9, 2021
Baron Financial Group 2020 Q3 filed Nov. 13, 2020

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z