Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors as of Dec. 31, 2024

Portfolio Holdings for Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors holds 127 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
Ishares Tr Core S&p500 Etf (IVV) 8.1 $48M 81k 588.68
Ishares Tr Rus 1000 Grw Etf (IWF) 8.0 $47M 117k 401.58
Vanguard Index Fds Value Etf (VTV) 7.7 $46M 269k 169.30
Vanguard Index Fds Total Stk Mkt (VTI) 7.5 $44M 152k 289.81
Ishares Tr Core Us Aggbd Et (AGG) 5.6 $33M 342k 96.90
Vanguard Specialized Funds Div App Etf (VIG) 5.6 $33M 169k 195.83
Ishares Tr Core S&p Mcp Etf (IJH) 4.2 $25M 399k 62.31
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.7 $22M 304k 71.91
Vanguard Index Fds Growth Etf (VUG) 3.5 $21M 50k 410.44
Ishares Tr Msci Usa Min Vol (USMV) 3.4 $20M 226k 88.79
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $20M 172k 115.22
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.0 $17M 295k 58.93
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.6 $16M 309k 50.13
Ishares Msci Gbl Min Vol (ACWV) 2.5 $15M 134k 109.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $13M 24k 538.82
Ishares Tr National Mun Etf (MUB) 2.0 $12M 112k 106.55
Apple (AAPL) 1.9 $11M 44k 250.42
Ishares Tr Core S&p Ttl Stk (ITOT) 1.8 $11M 83k 128.62
Vanguard Whitehall Fds High Div Yld (VYM) 1.6 $9.6M 75k 127.59
Ishares Core Msci Emkt (IEMG) 1.6 $9.3M 179k 52.22
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.2 $6.9M 137k 50.15
Ishares Tr Core Msci Total (IXUS) 1.1 $6.4M 97k 66.14
Microsoft Corporation (MSFT) 0.9 $5.5M 13k 421.49
Ishares Tr Core Msci Eafe (IEFA) 0.9 $5.1M 72k 70.28
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $5.1M 185k 27.32
Vanguard Index Fds Small Cp Etf (VB) 0.8 $4.7M 19k 240.28
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $3.6M 14k 264.12
Ishares Tr Core High Dv Etf (HDV) 0.6 $3.5M 31k 112.26
Vanguard Wellington Us Multifactor (VFMF) 0.5 $3.1M 24k 130.58
Ishares Tr Exponential Tech (XT) 0.5 $3.0M 50k 59.66
Amazon (AMZN) 0.5 $2.7M 12k 219.39
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $2.6M 65k 40.49
Ishares Tr Msci Usa Value (VLUE) 0.4 $2.4M 23k 105.61
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.4M 4.0k 586.08
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $2.3M 41k 57.53
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $2.2M 46k 48.42
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.9M 10k 189.30
Select Sector Spdr Tr Technology (XLK) 0.3 $1.9M 8.3k 232.52
NVIDIA Corporation (NVDA) 0.3 $1.9M 14k 134.29
JPMorgan Chase & Co. (JPM) 0.3 $1.9M 7.8k 239.70
Procter & Gamble Company (PG) 0.3 $1.8M 11k 167.65
Meta Platforms Cl A (META) 0.3 $1.7M 2.9k 585.51
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.3 $1.7M 67k 25.05
Visa Com Cl A (V) 0.3 $1.7M 5.3k 316.06
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.7M 29k 57.41
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $1.6M 8.5k 185.12
Tesla Motors (TSLA) 0.3 $1.6M 3.9k 403.84
Costco Wholesale Corporation (COST) 0.3 $1.5M 1.7k 916.45
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.5M 3.3k 453.28
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $1.5M 61k 24.07
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.3M 28k 47.82
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.3M 7.0k 190.44
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.2M 28k 44.04
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $1.1M 19k 58.00
Nextera Energy (NEE) 0.2 $1.0M 14k 71.69
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $951k 40k 23.96
Ishares Tr Ibds Dec28 Etf (IBDT) 0.2 $907k 36k 24.90
Trane Technologies SHS (TT) 0.1 $869k 2.4k 369.35
Home Depot (HD) 0.1 $840k 2.2k 389.05
Broadcom (AVGO) 0.1 $828k 3.6k 231.86
Johnson & Johnson (JNJ) 0.1 $793k 5.5k 144.62
Stock Yards Ban (SYBT) 0.1 $749k 11k 71.61
Wal-Mart Stores (WMT) 0.1 $695k 7.7k 90.35
Eli Lilly & Co. (LLY) 0.1 $667k 864.00 771.85
Gilead Sciences (GILD) 0.1 $633k 6.8k 92.37
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $604k 1.2k 511.23
McDonald's Corporation (MCD) 0.1 $600k 2.1k 289.90
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $581k 10k 56.38
Mastercard Incorporated Cl A (MA) 0.1 $581k 1.1k 526.57
Merck & Co (MRK) 0.1 $567k 5.7k 99.48
Pepsi (PEP) 0.1 $532k 3.5k 152.07
Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $492k 23k 21.36
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $469k 4.0k 117.48
Chevron Corporation (CVX) 0.1 $466k 3.2k 144.84
Spdr Gold Tr Gold Shs (GLD) 0.1 $448k 1.9k 242.13
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $447k 4.5k 100.31
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $426k 6.7k 63.75
Danaher Corporation (DHR) 0.1 $414k 1.8k 229.59
American Express Company (AXP) 0.1 $408k 1.4k 296.79
Abbvie (ABBV) 0.1 $386k 2.2k 177.70
Ishares Tr U S Equity Factr (LRGF) 0.1 $374k 6.2k 60.35
UnitedHealth (UNH) 0.1 $372k 735.00 505.86
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $354k 3.4k 104.89
Accenture Plc Ireland Shs Class A (ACN) 0.1 $345k 981.00 351.67
Altria (MO) 0.1 $344k 6.6k 52.29
Walt Disney Company (DIS) 0.1 $343k 3.1k 111.33
Deere & Company (DE) 0.1 $339k 801.00 423.70
Ishares Tr Core Total Usd (IUSB) 0.1 $329k 7.3k 45.20
Duke Energy Corp Com New (DUK) 0.1 $328k 3.0k 107.72
Honeywell International (HON) 0.1 $323k 1.4k 225.82
Raytheon Technologies Corp (RTX) 0.1 $309k 2.7k 115.72
Lockheed Martin Corporation (LMT) 0.1 $305k 628.00 485.55
salesforce (CRM) 0.1 $298k 891.00 334.33
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $297k 2.4k 124.96
Cisco Systems (CSCO) 0.0 $295k 5.0k 59.20
Republic Bancorp Inc Ky Cl A (RBCAA) 0.0 $281k 4.0k 69.87
Caterpillar (CAT) 0.0 $280k 773.00 362.76
Applied Materials (AMAT) 0.0 $271k 1.7k 162.63
Comcast Corp Cl A (CMCSA) 0.0 $270k 7.2k 37.53
International Business Machines (IBM) 0.0 $265k 1.2k 219.83
Coca-Cola Company (KO) 0.0 $262k 4.2k 62.26
Thermo Fisher Scientific (TMO) 0.0 $257k 495.00 519.88
CSX Corporation (CSX) 0.0 $256k 7.9k 32.27
Pfizer (PFE) 0.0 $250k 9.4k 26.53
Ishares Tr Russell 2000 Etf (IWM) 0.0 $248k 1.1k 220.96
Vanguard World Inf Tech Etf (VGT) 0.0 $246k 396.00 621.80
Public Storage (PSA) 0.0 $240k 801.00 299.44
Philip Morris International (PM) 0.0 $239k 2.0k 120.37
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $238k 2.6k 92.59
Ishares Tr Ibonds 2027 Term (IBHG) 0.0 $237k 11k 22.24
Ishares Tr Ibonds 2026 Term (IBHF) 0.0 $236k 10k 23.15
Williams Companies (WMB) 0.0 $236k 4.4k 54.12
Shopify Cl A (SHOP) 0.0 $233k 2.2k 106.33
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $229k 2.6k 87.90
Motorola Solutions Com New (MSI) 0.0 $223k 482.00 462.23
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $222k 1.6k 139.35
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $221k 1.8k 121.59
Amgen (AMGN) 0.0 $217k 834.00 260.64
General Dynamics Corporation (GD) 0.0 $217k 823.00 263.49
Union Pacific Corporation (UNP) 0.0 $216k 946.00 227.92
Exxon Mobil Corporation (XOM) 0.0 $212k 2.0k 107.57
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $204k 4.1k 50.37
Northrop Grumman Corporation (NOC) 0.0 $203k 432.00 469.29
Texas Instruments Incorporated (TXN) 0.0 $203k 1.1k 187.52
Morgan Stanley Com New (MS) 0.0 $202k 1.6k 125.72
Verizon Communications (VZ) 0.0 $200k 5.0k 39.99
Walgreen Boots Alliance 0.0 $119k 13k 9.33