Baron Financial Group

Baron Financial Group as of March 31, 2025

Portfolio Holdings for Baron Financial Group

Baron Financial Group holds 47 positions in its portfolio as reported in the March 2025 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 33k 559.39
Ishares Tr Russell 2000 Etf (IWM) 9.3 $15M 74k 199.49
Vanguard Malvern Fds Strm Infproidx (VTIP) 8.2 $13M 262k 49.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.5 $10M 22k 468.93
Spdr Gold Tr Gold Shs (GLD) 4.1 $6.4M 22k 288.14
Ishares Tr Msci Eafe Etf (EFA) 3.9 $6.3M 77k 81.73
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 3.6 $5.7M 75k 76.62
Vanguard Index Fds Real Estate Etf (VNQ) 3.4 $5.3M 59k 90.54
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 3.2 $5.1M 91k 55.69
Ishares Tr Rus Mid Cap Etf (IWR) 3.1 $4.9M 58k 85.07
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.9 $4.6M 94k 48.82
Ishares Tr Msci Emg Mkt Etf (EEM) 2.8 $4.4M 101k 43.70
Ishares Tr Shrt Nat Mun Etf (SUB) 2.6 $4.2M 40k 105.60
Ishares Tr Msci Intl Qualty (IQLT) 2.6 $4.2M 106k 39.69
Ishares Tr Conv Bd Etf (ICVT) 2.6 $4.1M 49k 83.61
Vanguard World Health Car Etf (VHT) 2.5 $4.0M 15k 264.73
Amplify Etf Tr Cwp Enhanced Div (DIVO) 2.5 $4.0M 98k 40.77
Ishares Tr Core S&p Scp Etf (IJR) 2.3 $3.6M 35k 104.57
New York Life Investments Et Nyli Hedge Multi (QAI) 1.8 $2.9M 93k 31.31
Ishares Tr Rus 1000 Grw Etf (IWF) 1.8 $2.9M 7.9k 361.09
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.7 $2.8M 34k 81.69
Ishares Core Msci Emkt (IEMG) 1.5 $2.5M 45k 53.97
Spdr Ser Tr Bloomberg Intl T (BWX) 1.5 $2.3M 107k 21.86
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.5 $2.3M 64k 36.41
Ishares Tr Rus 1000 Val Etf (IWD) 1.4 $2.2M 12k 188.16
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $2.2M 4.1k 533.53
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 1.2 $1.8M 18k 99.88
Vanguard Index Fds Small Cp Etf (VB) 1.1 $1.7M 7.7k 221.76
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $1.7M 6.2k 274.84
Ishares Esg Awr Msci Em (ESGE) 1.0 $1.6M 47k 34.95
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.5M 25k 58.35
Apple (AAPL) 0.8 $1.3M 6.0k 222.14
Exxon Mobil Corporation (XOM) 0.5 $793k 6.7k 118.93
Microsoft Corporation (MSFT) 0.4 $685k 1.8k 375.35
International Business Machines (IBM) 0.4 $685k 2.8k 248.64
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $498k 6.4k 78.28
Ishares Tr National Mun Etf (MUB) 0.3 $474k 4.5k 105.44
Ares Capital Corporation (ARCC) 0.3 $434k 20k 22.16
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $351k 1.7k 202.13
Vanguard World Inf Tech Etf (VGT) 0.2 $346k 638.00 542.38
Colgate-Palmolive Company (CL) 0.2 $327k 3.5k 93.70
Abbvie (ABBV) 0.2 $274k 1.3k 209.52
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $265k 1.4k 193.99
Automatic Data Processing (ADP) 0.2 $260k 852.00 305.49
Ishares Tr Core Msci Eafe (IEFA) 0.2 $251k 3.3k 75.65
Vanguard Index Fds Growth Etf (VUG) 0.1 $215k 581.00 370.82
Baytex Energy Corp (BTE) 0.0 $30k 14k 2.23