Baron Financial Group

Baron Financial Group as of Dec. 31, 2024

Portfolio Holdings for Baron Financial Group

Baron Financial Group holds 50 positions in its portfolio as reported in the December 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) 11.8 $19M 33k 586.08
Ishares Tr Russell 2000 Etf (IWM) 10.2 $17M 75k 220.96
Vanguard Malvern Fds Strm Infproidx (VTIP) 7.9 $13M 263k 48.42
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.0 $11M 22k 511.24
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 3.7 $5.9M 76k 77.89
Ishares Tr Msci Eafe Etf (EFA) 3.5 $5.7M 76k 75.61
Spdr Gold Tr Gold Shs (GLD) 3.4 $5.5M 23k 242.13
Vanguard Index Fds Real Estate Etf (VNQ) 3.2 $5.2M 59k 89.08
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 3.1 $5.0M 92k 54.20
Ishares Tr Rus Mid Cap Etf (IWR) 3.0 $4.8M 55k 88.40
Ishares Tr Shrt Nat Mun Etf (SUB) 2.6 $4.2M 40k 105.48
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.6 $4.2M 85k 49.05
Ishares Tr Conv Bd Etf (ICVT) 2.6 $4.1M 49k 84.97
Ishares Tr Msci Emg Mkt Etf (EEM) 2.6 $4.1M 98k 41.82
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $4.1M 35k 115.22
Ishares Tr Msci Intl Qualty (IQLT) 2.4 $3.9M 105k 37.12
Vanguard World Health Car Etf (VHT) 2.4 $3.8M 15k 253.69
Amplify Etf Tr Cwp Enhanced Div (DIVO) 2.4 $3.8M 95k 40.48
Ishares Tr Rus 1000 Grw Etf (IWF) 2.1 $3.3M 8.3k 401.58
New York Life Investments Et Hedge Mlti Etf (QAI) 1.8 $2.9M 93k 31.41
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.6 $2.6M 34k 76.14
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.5 $2.4M 4.2k 569.55
Ishares Core Msci Emkt (IEMG) 1.4 $2.3M 45k 52.22
Ishares Tr Rus 1000 Val Etf (IWD) 1.4 $2.2M 12k 185.13
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.4 $2.2M 65k 34.13
Spdr Ser Tr Bloomberg Intl T (BWX) 1.4 $2.2M 103k 21.39
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 1.2 $1.9M 18k 104.88
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.8M 6.3k 289.81
Apple (AAPL) 1.1 $1.7M 6.9k 250.43
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.6M 26k 62.31
Ishares Esg Awr Msci Em (ESGE) 1.0 $1.6M 47k 33.39
Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.6M 6.5k 240.28
Microsoft Corporation (MSFT) 0.5 $780k 1.9k 421.51
International Business Machines (IBM) 0.5 $736k 3.3k 219.86
Exxon Mobil Corporation (XOM) 0.4 $718k 6.7k 107.57
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $608k 2.9k 206.92
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $493k 6.4k 77.27
Ishares Tr National Mun Etf (MUB) 0.3 $480k 4.5k 106.55
Ares Capital Corporation (ARCC) 0.3 $423k 19k 21.89
Vanguard World Inf Tech Etf (VGT) 0.2 $397k 638.00 621.80
Colgate-Palmolive Company (CL) 0.2 $317k 3.5k 90.91
Vanguard Index Fds Growth Etf (VUG) 0.2 $280k 681.00 410.44
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $268k 1.4k 195.83
Automatic Data Processing (ADP) 0.2 $249k 851.00 292.88
Abbvie (ABBV) 0.1 $233k 1.3k 177.70
Ishares Tr Core Msci Eafe (IEFA) 0.1 $227k 3.2k 70.28
Blackstone Group Inc Com Cl A (BX) 0.1 $220k 1.3k 172.42
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $210k 1.1k 198.18
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $207k 1.9k 110.25
Baytex Energy Corp (BTE) 0.0 $35k 14k 2.58