Baron Silver Stevens Financial Advisors

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

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

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Portfolio Holdings for Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors holds 105 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
Vanguard Index Fds Value Etf (VTV) 7.8 $37M -5% 249k 149.50
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Ishares Tr Core S&p500 Etf (IVV) 7.7 $37M -2% 77k 477.63
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Ishares Tr Rus 1000 Grw Etf (IWF) 7.6 $36M -6% 120k 303.17
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Vanguard Index Fds Total Stk Mkt (VTI) 7.4 $35M 149k 237.22
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Ishares Tr Core Us Aggbd Et (AGG) 5.8 $28M 278k 99.25
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Vanguard Specialized Funds Div App Etf (VIG) 5.7 $27M -2% 159k 170.40
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Ishares Tr Core S&p Mcp Etf (IJH) 4.4 $21M 76k 277.15
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.1 $19M +23% 263k 73.55
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Ishares Tr Msci Usa Min Vol (USMV) 3.8 $18M 235k 78.03
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Ishares Tr Core S&p Scp Etf (IJR) 3.5 $17M -4% 156k 108.25
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.2 $15M +2% 261k 57.96
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Vanguard Index Fds Growth Etf (VUG) 3.2 $15M -2% 48k 310.88
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Ishares Msci Gbl Min Vol (ACWV) 2.9 $14M -7% 140k 100.35
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.9 $14M -13% 273k 51.05
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Ishares Tr National Mun Etf (MUB) 2.4 $11M -16% 104k 108.41
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $10M 23k 436.81
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.8 $8.8M -3% 84k 105.23
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Ishares Core Msci Emkt (IEMG) 1.8 $8.6M +2% 171k 50.58
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Apple (AAPL) 1.7 $8.3M -3% 43k 192.53
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Vanguard Whitehall Fds High Div Yld (VYM) 1.7 $8.2M -5% 74k 111.63
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Ishares Tr Core Msci Total (IXUS) 1.1 $5.3M -6% 81k 64.93
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.0 $5.0M +157% 98k 50.96
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Microsoft Corporation (MSFT) 1.0 $4.7M -5% 13k 376.03
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Ishares Tr Core Msci Eafe (IEFA) 1.0 $4.5M 65k 70.35
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Vanguard Index Fds Small Cp Etf (VB) 0.8 $3.8M +20% 18k 213.33
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Ishares Tr Core High Dv Etf (HDV) 0.7 $3.5M 34k 101.99
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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $3.0M +5% 13k 232.63
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Ishares Tr Exponential Tech (XT) 0.6 $2.7M -4% 45k 59.87
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $2.6M +33% 34k 76.13
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Ishares Tr Msci Usa Value (VLUE) 0.5 $2.4M NEW 24k 101.16
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $2.3M -21% 42k 54.98
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $2.3M -18% 49k 47.49
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.0M -6% 4.2k 475.31
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Vanguard Wellington Us Multifactor (VFMF) 0.4 $1.8M +41% 16k 114.85
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Amazon (AMZN) 0.3 $1.7M -10% 11k 151.94
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.6M -9% 28k 56.14
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Select Sector Spdr Tr Technology (XLK) 0.3 $1.5M 7.9k 192.48
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Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $1.5M -4% 9.0k 165.24
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.3M +2% 28k 47.90
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.3M -26% 9.4k 139.69
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.3M -25% 31k 41.10
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Nextera Energy (NEE) 0.3 $1.2M -19% 20k 60.74
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JPMorgan Chase & Co. (JPM) 0.2 $1.2M +7% 6.8k 170.09
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Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 0.2 $1.1M +194% 46k 24.76
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Gilead Sciences (GILD) 0.2 $1.1M -7% 13k 81.01
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Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 0.2 $1.0M +225% 42k 23.90
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Costco Wholesale Corporation (COST) 0.2 $989k 1.5k 660.08
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Meta Platforms Cl A (META) 0.2 $959k -42% 2.7k 353.96
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Alphabet Cap Stk Cl C (GOOG) 0.2 $919k -36% 6.5k 140.93
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $888k +7% 2.5k 356.66
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Visa Com Cl A (V) 0.2 $860k +8% 3.3k 260.38
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Johnson & Johnson (JNJ) 0.2 $854k -6% 5.4k 156.75
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Procter & Gamble Company (PG) 0.2 $800k +3% 5.5k 146.54
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Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 0.2 $772k NEW 32k 23.93
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Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $710k NEW 28k 25.09
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $698k NEW 12k 59.32
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Tesla Motors (TSLA) 0.1 $660k -13% 2.7k 248.48
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Merck & Co (MRK) 0.1 $623k +3% 5.7k 109.02
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NVIDIA Corporation (NVDA) 0.1 $613k +5% 1.2k 495.22
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Home Depot (HD) 0.1 $590k +9% 1.7k 346.62
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Trane Technologies SHS (TT) 0.1 $586k +9% 2.4k 243.90
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Pepsi (PEP) 0.1 $566k -4% 3.3k 169.85
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McDonald's Corporation (MCD) 0.1 $553k +11% 1.9k 296.52
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Eli Lilly & Co. (LLY) 0.1 $510k -13% 875.00 582.59
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Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP) 0.1 $495k +25% 20k 24.91
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $411k NEW 4.0k 102.88
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Danaher Corporation (DHR) 0.1 $409k +2% 1.8k 231.38
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Ishares Tr U S Equity Factr (LRGF) 0.1 $406k 8.4k 48.29
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UnitedHealth (UNH) 0.1 $404k +75% 768.00 526.47
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Wal-Mart Stores (WMT) 0.1 $399k +13% 2.5k 157.65
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $392k NEW 7.8k 49.93
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $378k -47% 923.00 409.52
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $377k -11% 4.4k 85.06
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Mastercard Incorporated Cl A (MA) 0.1 $373k +60% 874.00 426.51
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $346k 6.7k 51.83
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Pfizer (PFE) 0.1 $340k -22% 12k 28.79
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Deere & Company (DE) 0.1 $339k -2% 848.00 399.87
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Chevron Corporation (CVX) 0.1 $337k 2.3k 149.16
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Ishares Tr Core Total Usd (IUSB) 0.1 $336k +52% 7.3k 46.07
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Comcast Corp Cl A (CMCSA) 0.1 $326k +9% 7.4k 43.85
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Broadcom (AVGO) 0.1 $316k 283.00 1117.56
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Altria (MO) 0.1 $296k +3% 7.3k 40.34
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Abbvie (ABBV) 0.1 $295k -55% 1.9k 154.97
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Duke Energy Corp Com New (DUK) 0.1 $291k 3.0k 97.03
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Walt Disney Company (DIS) 0.1 $290k -35% 3.2k 90.30
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.1 $287k NEW 12k 23.86
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Coca-Cola Company (KO) 0.1 $286k 4.9k 58.93
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Honeywell International (HON) 0.1 $283k 1.3k 209.64
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Lockheed Martin Corporation (LMT) 0.1 $276k +19% 610.00 452.87
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Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $276k 2.4k 114.04
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CSX Corporation (CSX) 0.1 $275k 7.9k 34.67
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Spdr Gold Tr Gold Shs (GLD) 0.1 $274k 1.4k 191.17
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Applied Materials (AMAT) 0.1 $270k -60% 1.7k 162.07
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $267k NEW 8.0k 33.25
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Cisco Systems (CSCO) 0.1 $267k 5.3k 50.52
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $251k -11% 5.0k 50.23
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Thermo Fisher Scientific (TMO) 0.1 $249k NEW 470.00 530.41
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Ishares Tr Us Infrastruc (IFRA) 0.1 $241k 6.0k 40.27
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Philip Morris International (PM) 0.0 $235k +5% 2.5k 94.09
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $231k -13% 1.2k 200.71
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American Water Works (AWK) 0.0 $231k NEW 1.7k 131.99
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Raytheon Technologies Corp (RTX) 0.0 $225k -21% 2.7k 84.14
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Starbucks Corporation (SBUX) 0.0 $219k NEW 2.3k 96.02
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Verizon Communications (VZ) 0.0 $212k NEW 5.6k 37.70
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salesforce (CRM) 0.0 $203k NEW 772.00 263.14
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Past Filings by Baron Silver Stevens Financial Advisors

SEC 13F filings are viewable for Baron Silver Stevens Financial Advisors going back to 2020