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

Companies in the Baron Silver Stevens Financial Advisors portfolio as of the December 2020 quarterly 13F filing

Baron Silver Stevens Financial Advisors has 540 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Edge MSCI Min Vol USA Msci Usa Min Vol (USMV) 15.1 $44M 648k 67.88
iShares Russell 1000 Growth Rus 1000 Grw Etf (IWF) 12.0 $35M 145k 241.14
iShares Core SP 500 Core S&p500 Etf (IVV) 9.9 $29M 77k 375.38
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 9.4 $27M 140k 194.64
iShares Edge MSCI Min Vol Global Msci Gbl Min Vol (ACWV) 5.8 $17M 174k 96.91
iShares Core SP Mid-Cap Core S&p Mcp Etf (IJH) 5.4 $16M 68k 229.82
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 4.7 $14M 97k 141.17
iShares Core SP Small-Cap Core S&p Scp Etf (IJR) 4.3 $13M 136k 91.90
Ishares Core High Dividend Etf Core High Dv Etf (HDV) 3.8 $11M 126k 87.66
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS) 3.7 $11M 179k 60.16
Vanguard Growth ETF Growth Etf (VUG) 3.1 $8.9M 35k 253.31
Vanguard 500 ETF S&p 500 Etf Shs (VOO) 2.1 $6.2M 18k 343.67
iShares Core SP Total US Stock Mkt ETF Core S&p Ttl Stk (ITOT) 2.1 $6.1M 71k 86.21
iShares MSCI Emerg Mkts Min Vol Fctr ETF Msci Emerg Mrkt (EEMV) 1.8 $5.2M 85k 61.08

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Apple (AAPL) 1.2 $3.6M 27k 132.67
iShares National Muni Bond ETF National Mun Etf (MUB) 1.1 $3.2M 27k 117.19
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG) 0.8 $2.2M 35k 62.03
Microsoft Corporation (MSFT) 0.7 $2.2M 9.7k 222.26
Nextera Energy (NEE) 0.7 $2.1M 27k 77.13
Vanguard Small-Cap ETF Small Cp Etf (VB) 0.6 $1.8M 9.3k 194.61
iShares MSCI EAFE Min Vol Factor ETF Msci Eafe Min Vl (EFAV) 0.6 $1.8M 24k 73.41
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.5 $1.5M 7.3k 206.64
iShares Core MSCI Total Intl Stk ETF Core Msci Total (IXUS) 0.5 $1.4M 21k 67.16
iShares Russell 1000 Value Rus 1000 Val Etf (IWD) 0.5 $1.4M 10k 136.67
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 0.4 $1.3M 15k 88.13
Technology Select Sector SPDR ETF Technology (XLK) 0.4 $1.2M 9.4k 130.02
iShares Core MSCI EAFE Core Msci Eafe (IEFA) 0.4 $1.1M 16k 69.08
Spdr Sp 500 Etf Tr Unit (SPY) 0.3 $920k 2.5k 373.83
Amazon (AMZN) 0.3 $846k 260.00 3253.85
Johnson & Johnson (JNJ) 0.2 $619k 3.9k 157.19
Vanguard High Dividend Yield ETF High Div Yld (VYM) 0.2 $594k 6.5k 91.41
Walt Disney Company (DIS) 0.2 $583k 3.2k 181.11
Tesla Motors (TSLA) 0.2 $547k 776.00 704.90
iShares Exponential Technologies Exponential Tech (XT) 0.2 $523k 9.1k 57.21
Berkshire Hathaway Inc B Cl B New (BRK.B) 0.2 $491k 2.1k 231.82
Vanguard Tax-Exempt Bond ETF Tax Exempt Bd (VTEB) 0.2 $483k 8.8k 55.09
iShares Core US Aggregate Bond Core Us Aggbd Et (AGG) 0.2 $477k 4.0k 118.16
Verizon Communications (VZ) 0.2 $476k 8.1k 58.68
iShares Gold Trust Ishares (IAU) 0.2 $443k 25k 18.10
Alphabet Inc C Cap Stk Cl C (GOOG) 0.1 $427k 244.00 1750.00
Alphabet Inc A Cap Stk Cl A (GOOGL) 0.1 $422k 241.00 1751.04
McDonald's Corporation (MCD) 0.1 $421k 2.0k 214.36
Visa Inc Class A Com Cl A (V) 0.1 $399k 1.8k 218.39
Facebook Inc A Cl A (FB) 0.1 $397k 1.5k 273.04
Pfizer (PFE) 0.1 $386k 11k 36.76
Honeywell International (HON) 0.1 $384k 1.8k 212.62
Procter & Gamble Company (PG) 0.1 $377k 2.7k 139.01
Pepsi (PEP) 0.1 $365k 2.5k 148.19
Trane Technologies SHS (TT) 0.1 $299k 2.1k 144.79
Xpo Logistics Inc equity (XPO) 0.1 $295k 2.5k 118.95
Merck & Co (MRK) 0.1 $287k 3.5k 81.53
iShares Russell 2000 Russell 2000 Etf (IWM) 0.1 $286k 1.5k 196.02
Invesco QQQ Trust Unit Ser 1 (QQQ) 0.1 $260k 831.00 312.88
At&t (T) 0.1 $249k 8.7k 28.69
JPMorgan Chase & Co. (JPM) 0.1 $227k 1.8k 126.82
Altria (MO) 0.1 $221k 5.4k 40.99
Gilead Sciences (GILD) 0.1 $219k 3.8k 58.26
American Water Works (AWK) 0.1 $219k 1.4k 153.25
iShares SP Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ) 0.1 $219k 2.5k 85.92
Home Depot (HD) 0.1 $207k 780.00 265.38
Comcast Corp Class A Cl A (CMCSA) 0.1 $206k 3.9k 52.23
iShares Core Total USD Bond Market ETF Core Total Usd (IUSB) 0.1 $204k 3.7k 54.57
Coca-Cola Company (KO) 0.1 $196k 3.6k 54.73
First Trust Large Cap Gr AlphaDEX ETF Com Shs (FTC) 0.1 $196k 2.0k 96.41
3M Company (MMM) 0.1 $183k 1.0k 174.62
iShares MSCI USA ESG Select ETF Msci Usa Esg Slc (SUSA) 0.1 $181k 2.2k 82.05
Public Service Enterprise (PEG) 0.1 $181k 3.1k 58.27
Consolidated Edison (ED) 0.1 $180k 2.5k 72.26
Bristol Myers Squibb (BMY) 0.1 $176k 2.8k 61.82
SYSCO Corporation (SYY) 0.1 $176k 2.4k 74.04
Cisco Systems (CSCO) 0.1 $175k 3.9k 44.69
Starbucks Corporation (SBUX) 0.1 $163k 1.5k 106.89
Duke Energy Corp Com New (DUK) 0.1 $157k 1.7k 91.49
Wal-Mart Stores (WMT) 0.1 $155k 1.1k 144.05
Netflix (NFLX) 0.1 $153k 283.00 540.64
Invesco SP 500 Low Volatility ETF S&p500 Low Vol (SPLV) 0.0 $143k 2.6k 55.88
Danaher Corporation (DHR) 0.0 $142k 640.00 221.88
Applied Materials (AMAT) 0.0 $138k 1.6k 85.77
Abbvie (ABBV) 0.0 $137k 1.3k 107.11
Deere & Company (DE) 0.0 $135k 503.00 268.39
iShares Russell 1000 Rus 1000 Etf (IWB) 0.0 $135k 640.00 210.94
Raytheon Technologies Corp (RTX) 0.0 $134k 1.9k 71.43
Paypal Holdings (PYPL) 0.0 $128k 547.00 234.00
Toyota Motor Corporation Ads Sp Adr Rep2com (TM) 0.0 $127k 825.00 153.94
International Paper Company (IP) 0.0 $122k 2.5k 49.43
Vanguard Short-Term Infl-Prot Secs ETF Strm Infproidx (VTIP) 0.0 $121k 2.4k 51.05
Intel Corporation (INTC) 0.0 $120k 2.4k 49.51
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 0.0 $119k 1.9k 61.40
Union Pacific Corporation (UNP) 0.0 $117k 563.00 207.82
iShares MSCI Israel ETF Msci Israel Etf (EIS) 0.0 $113k 1.8k 63.66
SPDR Gold Shares Gold Shs (GLD) 0.0 $110k 617.00 178.28
Costco Wholesale Corporation (COST) 0.0 $107k 284.00 376.76
Texas Instruments Incorporated (TXN) 0.0 $98k 597.00 164.15
Allegion Ord Shs (ALLE) 0.0 $97k 840.00 115.48
Select Sector Spdr Trust The Health Care Select Sector Spdr Fund Sbi Healthcare (XLV) 0.0 $97k 860.00 112.79
Lockheed Martin Corporation (LMT) 0.0 $96k 272.00 352.94
Waste Management (WM) 0.0 $94k 800.00 117.50
Automatic Data Processing (ADP) 0.0 $92k 526.00 174.90
Exxon Mobil Corporation (XOM) 0.0 $91k 2.2k 41.21
Vanguard Information Technology ETF Inf Tech Etf (VGT) 0.0 $91k 259.00 351.35
International Business Machines (IBM) 0.0 $89k 711.00 125.18
Truist Financial Corp equities (TFC) 0.0 $87k 1.8k 47.54
Qualcomm (QCOM) 0.0 $86k 566.00 151.94
Stryker Corporation (SYK) 0.0 $86k 354.00 242.94
Edwards Lifesciences (EW) 0.0 $85k 936.00 90.81
salesforce (CRM) 0.0 $84k 378.00 222.22
Chevron Corporation (CVX) 0.0 $84k 1.0k 83.83
Ingersoll Rand (IR) 0.0 $82k 1.8k 45.03
iShares SP 500 Value S&p 500 Val Etf (IVE) 0.0 $79k 623.00 126.81
Select Sector Spdr Fund Shs Ben Consumer Discretionary Sbi Cons Discr (XLY) 0.0 $78k 491.00 158.86
Medtronic SHS (MDT) 0.0 $76k 657.00 115.68
Mondelez International Inc Class A Cl A (MDLZ) 0.0 $76k 1.3k 57.93
iShares SP Mid-Cap 400 Growth S&p Mc 400gr Etf (IJK) 0.0 $74k 1.0k 71.43
Vanguard Intl Div Apprec ETF Intl Dvd Etf (VIGI) 0.0 $73k 902.00 80.93
General Dynamics Corporation (GD) 0.0 $71k 480.00 147.92
iShares Russell 2000 Value Rus 2000 Val Etf (IWN) 0.0 $71k 544.00 130.51
iShares Nasdaq Biotechnology Nasdaq Biotech (IBB) 0.0 $68k 449.00 151.45
Abbott Laboratories (ABT) 0.0 $67k 617.00 108.59
Nike Inc B CL B (NKE) 0.0 $67k 475.00 141.05
Invesco Solar ETF Solar Etf (TAN) 0.0 $66k 645.00 102.33
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.0 $65k 1.3k 49.96
Avista Corporation (AVA) 0.0 $65k 1.6k 39.56
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD) 0.0 $65k 1.0k 63.79
Invesco NASDAQ Internet ETF Nasdaq Internt (PNQI) 0.0 $63k 279.00 225.81
Manulife Finl Corp (MFC) 0.0 $62k 3.5k 17.54
Eli Lilly & Co. (LLY) 0.0 $62k 367.00 168.94
American Electric Power Company (AEP) 0.0 $59k 713.00 82.75
Caterpillar (CAT) 0.0 $58k 323.00 179.57
Southwest Airlines (LUV) 0.0 $58k 1.3k 46.18
Philip Morris International (PM) 0.0 $57k 693.00 82.25
Financial Select Sector SPDR ETF Sbi Int-finl (XLF) 0.0 $56k 1.9k 29.32
Ionis Pharmaceuticals (IONS) 0.0 $56k 1.0k 56.00
Thermo Fisher Scientific (TMO) 0.0 $56k 121.00 462.81
Carrier Global Corporation (CARR) 0.0 $56k 1.5k 37.21
First Trust NASDAQ Cln Edge GrnEngyETF Nas Clnedg Green (QCLN) 0.0 $53k 765.00 69.28
iShares Russell Mid-Cap Growth ETF Rus Md Cp Gr Etf (IWP) 0.0 $52k 514.00 101.17
TJX Companies (TJX) 0.0 $50k 742.00 67.39
Vanguard Value ETF Value Etf (VTV) 0.0 $49k 417.00 117.51
Vanguard Mid-Cap Growth ETF Mcap Gr Idxvip (VOT) 0.0 $49k 232.00 211.21
United Parcel Service Inc Class B CL B (UPS) 0.0 $48k 289.00 166.09
iShares MSCI EAFE Msci Eafe Etf (EFA) 0.0 $48k 663.00 72.40
Motorola Solutions Com New (MSI) 0.0 $48k 287.00 167.25
iShares Russell 2000 Growth Rus 2000 Grw Etf (IWO) 0.0 $47k 167.00 281.44
Amgen (AMGN) 0.0 $45k 197.00 228.43
UnitedHealth (UNH) 0.0 $45k 130.00 346.15
Lowe's Companies (LOW) 0.0 $44k 280.00 157.14
Boeing Company (BA) 0.0 $44k 209.00 210.53
Vanguard ESG US Stock ETF Esg Us Stk Etf (ESGV) 0.0 $41k 596.00 68.79
SPDR Dow Jones Industrial Average ETF Ut Ser 1 (DIA) 0.0 $40k 131.00 305.34
Paychex (PAYX) 0.0 $39k 419.00 93.08
Fidelity MSCI Information Tech ETF Msci Info Tech I (FTEC) 0.0 $39k 374.00 104.28
Zoom video communications-A Cl A (ZM) 0.0 $39k 118.00 330.51
Atmos Energy Corporation (ATO) 0.0 $38k 400.00 95.00
Precigen (PGEN) 0.0 $38k 3.8k 10.00
Hilton Worldwide Holdings (HLT) 0.0 $38k 350.00 108.57
Bank of America Corporation (BAC) 0.0 $38k 1.3k 29.87
Cme (CME) 0.0 $37k 207.00 178.74
Taiwan Semiconductor Manufacturing Sponsored Ads (TSM) 0.0 $36k 334.00 107.78
Goldman Sachs (GS) 0.0 $35k 135.00 259.26
BlackRock (BLK) 0.0 $35k 49.00 714.29
GlaxoSmithKline Sponsored Adr (GSK) 0.0 $34k 927.00 36.68
Baxter International (BAX) 0.0 $34k 424.00 80.19
Diageo Spon Adr New (DEO) 0.0 $34k 214.00 158.88
Colgate-Palmolive Company (CL) 0.0 $33k 391.00 84.40
iShares SP Small-Cap 600 Growth ETF S&P SML 600 GWT (IJT) 0.0 $33k 296.00 111.49
Baidu Spon Adr Rep A (BIDU) 0.0 $31k 145.00 213.79
Firstservice Corp (FSV) 0.0 $31k 233.00 133.05
Tiffany & Co. 0.0 $31k 243.00 127.57
Vanguard Large-Cap ETF Large Cap Etf (VV) 0.0 $29k 167.00 173.65
Broadcom (AVGO) 0.0 $29k 67.00 432.84
American Express Company (AXP) 0.0 $29k 245.00 118.37
SPDR SP MidCap 400 ETF Utser1 S&pdcrp (MDY) 0.0 $28k 68.00 411.76
Church & Dwight (CHD) 0.0 $28k 331.00 84.59
Sirius Xm Holdings (SIRI) 0.0 $27k 4.4k 6.21
Otis Worldwide Corp (OTIS) 0.0 $27k 400.00 67.50
Vanguard Total World Stock ETF Tt Wrld St Etf (VT) 0.0 $27k 295.00 91.53
KraneShares CSI China Internet ETF Csi Chi Internet (KWEB) 0.0 $27k 364.00 74.18
Dell Technologies CL C (DELL) 0.0 $27k 372.00 72.58
iShares Silver Trust Ishares (SLV) 0.0 $27k 1.1k 24.39
Invesco Taxable Municipal Bond ETF Taxable Mun Bd (BAB) 0.0 $26k 786.00 33.08
Wells Fargo & Company (WFC) 0.0 $26k 862.00 30.16
Invesco Cleantech ETF Cleantech Etf (ERTH) 0.0 $26k 355.00 73.24
Norwegian Cruise Line Holdings SHS (NCLH) 0.0 $25k 1.0k 25.00
Maxim Integrated Products (MXIM) 0.0 $25k 287.00 87.11
iShares US Credit Bond Usd Inv Grde Etf (USIG) 0.0 $24k 388.00 61.86
TE Connectivity Reg Shs (TEL) 0.0 $24k 201.00 119.40
Viatris (VTRS) 0.0 $24k 1.3k 18.55
Alibaba Group Holding Sponsored Ads (BABA) 0.0 $23k 100.00 230.00
Southern Company (SO) 0.0 $23k 376.00 61.17
iShares US Aerospace Defense ETF Us Aer Def Etf (ITA) 0.0 $23k 252.00 91.27
Ford Motor Company (F) 0.0 $22k 2.6k 8.46
Cintas Corporation (CTAS) 0.0 $21k 60.00 350.00
Dollar General (DG) 0.0 $21k 100.00 210.00
iShares 1-3 Year Treasury Bond 1 3 Yr Treas Bd (SHY) 0.0 $21k 250.00 84.00
Square Cl A (SQ) 0.0 $21k 100.00 210.00
Northrop Grumman Corporation (NOC) 0.0 $20k 66.00 303.03
Colliers Intl Group Inc Sub Vtg Sub Vtg Shs (CIGI) 0.0 $20k 233.00 85.84
iShares Select Dividend Select Divid Etf (DVY) 0.0 $20k 212.00 94.34
ETFMG Alternative Harvest ETF Etfmg Altr Hrvst (MJ) 0.0 $20k 1.5k 13.72
Lamb Weston Hldgs (LW) 0.0 $19k 248.00 76.61
iShares PreferredIncome Securities ETF Pfd And Incm Sec (PFF) 0.0 $19k 510.00 37.25
FedEx Corporation (FDX) 0.0 $19k 75.00 253.33
Target Corporation (TGT) 0.0 $19k 108.00 175.93
Crown Castle Intl (CCI) 0.0 $19k 123.00 154.47
Kellogg Company (K) 0.0 $19k 310.00 61.29
JD.com Spon Adr Cl A (JD) 0.0 $19k 225.00 84.44
Fortive (FTV) 0.0 $18k 257.00 70.04
iShares MSCI Emerging Markets Msci Emg Mkt Etf (EEM) 0.0 $17k 330.00 51.52
iShares US Real Estate U.s. Real Es Etf (IYR) 0.0 $17k 200.00 85.00
Dupont De Nemours (DD) 0.0 $17k 247.00 68.83
Kraft Heinz (KHC) 0.0 $17k 509.00 33.40
American Tower Reit (AMT) 0.0 $16k 72.00 222.22
iShares iBoxx Investment Grade Corporate Bond ETF Iboxx Inv Cp Etf (LQD) 0.0 $16k 122.00 131.15
Fastenal Company (FAST) 0.0 $16k 344.00 46.51
MetLife (MET) 0.0 $15k 327.00 45.87
Phillips 66 (PSX) 0.0 $15k 223.00 67.26
CVS Caremark Corporation (CVS) 0.0 $15k 224.00 66.96
Mastercard Inc A Cl A (MA) 0.0 $15k 44.00 340.91
Fiserv (FISV) 0.0 $15k 136.00 110.29
Zimmer Holdings (ZBH) 0.0 $15k 98.00 153.06
Herbalife Com Shs (HLF) 0.0 $15k 318.00 47.17
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $14k 676.00 20.71
Schwab US Mid-Cap ETF Us Mid-cap Etf (SCHM) 0.0 $14k 207.00 67.63
Welltower Inc Com reit (WELL) 0.0 $14k 229.00 61.14
Shopify Cl A (SHOP) 0.0 $14k 13.00 1076.92
Johnson Controls International SHS (JCI) 0.0 $14k 320.00 43.75
SPDR SP Dividend ETF S&p Divid Etf (SDY) 0.0 $14k 134.00 104.48
Dow (DOW) 0.0 $14k 262.00 53.44
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA) 0.0 $14k 302.00 46.36
BP Sponsored Adr (BP) 0.0 $14k 710.00 19.72
Cedar Fair Depositry Unit (FUN) 0.0 $14k 375.00 37.33
General Motors Company (GM) 0.0 $14k 351.00 39.89
Dolphin Entmt Com New (DLPN) 0.0 $14k 4.3k 3.28
Lincoln National Corporation (LNC) 0.0 $13k 274.00 47.45
Advance Auto Parts (AAP) 0.0 $13k 85.00 152.94
Adobe Systems Incorporated (ADBE) 0.0 $13k 27.00 481.48
Ecolab (ECL) 0.0 $13k 64.00 203.12
Twilio Cl A (TWLO) 0.0 $13k 40.00 325.00
Oracle Corporation (ORCL) 0.0 $13k 201.00 64.68
Royal Dutch Shell Spons Adr A (RDS.A) 0.0 $13k 382.00 34.03
Snap Inc Cl A Cl A (SNAP) 0.0 $13k 267.00 48.69
iShares US Treasury Bond Us Treas Bd Etf (GOVT) 0.0 $13k 487.00 26.69
AutoNation (AN) 0.0 $12k 183.00 65.57
Vanguard REIT ETF Real Estate Etf (VNQ) 0.0 $12k 153.00 78.43
Moderna (MRNA) 0.0 $12k 124.00 96.77
Bank of New York Mellon Corporation (BK) 0.0 $12k 300.00 40.00
Chewy Inccl A Cl A (CHWY) 0.0 $12k 139.00 86.33
Corteva (CTVA) 0.0 $11k 284.00 38.73
MercadoLibre (MELI) 0.0 $11k 7.00 1571.43
Spotify Technology SA SHS (SPOT) 0.0 $11k 37.00 297.30

Past Filings by Baron Silver Stevens Financial Advisors

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