Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors as of March 31, 2025

Portfolio Holdings for Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors holds 124 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
Vanguard Index Fds Value Etf (VTV) 8.1 $47M 269k 172.74
Ishares Tr Core S&p500 Etf (IVV) 8.1 $46M 82k 561.90
Ishares Tr Rus 1000 Grw Etf (IWF) 7.2 $41M 115k 361.09
Vanguard Index Fds Total Stk Mkt (VTI) 6.9 $40M 144k 274.84
Ishares Tr Core Us Aggbd Et (AGG) 6.0 $34M 346k 98.92
Vanguard Specialized Funds Div App Etf (VIG) 5.8 $33M 170k 193.99
Ishares Tr Core S&p Mcp Etf (IJH) 4.0 $23M 388k 58.35
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.9 $22M 301k 73.45
Ishares Tr Msci Usa Min Vol (USMV) 3.6 $20M 217k 93.66
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.1 $18M 286k 62.10
Vanguard Index Fds Growth Etf (VUG) 3.1 $18M 48k 370.82
Ishares Tr Core S&p Scp Etf (IJR) 3.1 $18M 168k 104.57
Ishares Msci Gbl Min Vol (ACWV) 2.6 $15M 130k 116.37
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.5 $14M 287k 49.62
Ishares Tr National Mun Etf (MUB) 2.0 $12M 111k 105.44
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $12M 23k 513.90
Ishares Tr Core S&p Ttl Stk (ITOT) 1.9 $11M 90k 122.01
Ishares Core Msci Emkt (IEMG) 1.7 $9.5M 175k 53.97
Apple (AAPL) 1.6 $9.3M 42k 222.13
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.6 $9.0M 180k 50.00
Vanguard Whitehall Fds High Div Yld (VYM) 1.5 $8.8M 68k 128.96
Ishares Tr Core Msci Total (IXUS) 1.4 $7.7M 111k 69.81
Ishares Tr Core Msci Eafe (IEFA) 1.0 $5.6M 74k 75.65
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $5.4M 194k 27.96
Microsoft Corporation (MSFT) 0.8 $4.7M 13k 375.38
Vanguard Index Fds Small Cp Etf (VB) 0.8 $4.6M 21k 221.75
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $3.9M 15k 258.62
Ishares Tr Core High Dv Etf (HDV) 0.6 $3.4M 28k 121.12
Vanguard Wellington Us Multifactor (VFMF) 0.6 $3.4M 27k 126.31
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.6 $3.3M 86k 38.44
Ishares Tr Exponential Tech (XT) 0.5 $2.6M 46k 57.56
Ishares Tr Msci Usa Value (VLUE) 0.4 $2.4M 23k 106.65
Amazon (AMZN) 0.4 $2.3M 12k 190.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.2M 4.0k 559.39
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $2.1M 36k 59.40
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $2.1M 37k 57.14
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.9M 32k 60.66
JPMorgan Chase & Co. (JPM) 0.3 $1.9M 7.8k 245.29
Visa Com Cl A (V) 0.3 $1.9M 5.4k 350.48
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $1.8M 36k 49.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.7M 3.3k 532.58
Select Sector Spdr Tr Technology (XLK) 0.3 $1.7M 8.3k 206.48
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.3 $1.7M 67k 25.15
Procter & Gamble Company (PG) 0.3 $1.6M 9.7k 170.42
Costco Wholesale Corporation (COST) 0.3 $1.6M 1.7k 945.96
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.6M 10k 154.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.6M 35k 45.26
Meta Platforms Cl A (META) 0.3 $1.5M 2.7k 576.36
NVIDIA Corporation (NVDA) 0.3 $1.5M 14k 108.38
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $1.5M 7.8k 188.15
Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $1.4M 60k 24.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.4M 28k 50.83
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.1M 6.8k 156.23
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $1.0M 42k 24.18
Nextera Energy (NEE) 0.2 $1.0M 14k 70.89
Johnson & Johnson (JNJ) 0.2 $906k 5.5k 165.85
Ishares Tr Ibds Dec28 Etf (IBDT) 0.2 $886k 35k 25.26
Tesla Motors (TSLA) 0.1 $816k 3.1k 259.16
Home Depot (HD) 0.1 $798k 2.2k 366.55
Trane Technologies SHS (TT) 0.1 $781k 2.3k 336.92
Gilead Sciences (GILD) 0.1 $767k 6.8k 112.05
Eli Lilly & Co. (LLY) 0.1 $725k 878.00 825.75
Wal-Mart Stores (WMT) 0.1 $685k 7.8k 87.79
McDonald's Corporation (MCD) 0.1 $674k 2.2k 312.38
Broadcom (AVGO) 0.1 $613k 3.7k 167.45
Mastercard Incorporated Cl A (MA) 0.1 $605k 1.1k 548.12
Chevron Corporation (CVX) 0.1 $575k 3.4k 167.29
Spdr Gold Tr Gold Shs (GLD) 0.1 $550k 1.9k 288.14
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $534k 10k 51.78
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $510k 5.1k 100.68
Pepsi (PEP) 0.1 $504k 3.4k 149.95
Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $501k 23k 21.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $488k 1.0k 468.92
Ishares Tr Ibonds 2026 Term (IBHF) 0.1 $477k 21k 23.22
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $463k 4.0k 115.95
Abbvie (ABBV) 0.1 $463k 2.2k 209.52
Altria (MO) 0.1 $406k 6.8k 60.02
Merck & Co (MRK) 0.1 $405k 4.5k 89.76
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $404k 6.7k 60.48
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $391k 4.2k 92.38
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $389k 7.1k 54.76
American Express Company (AXP) 0.1 $383k 1.4k 269.05
Raytheon Technologies Corp (RTX) 0.1 $380k 2.9k 132.46
Deere & Company (DE) 0.1 $364k 775.00 469.35
Duke Energy Corp Com New (DUK) 0.1 $360k 3.0k 121.95
Ishares Tr U S Equity Factr (LRGF) 0.1 $358k 6.2k 57.88
Danaher Corporation (DHR) 0.1 $351k 1.7k 205.04
Ishares Tr Ibonds 2027 Term (IBHG) 0.1 $338k 15k 22.32
Ishares Tr Core Total Usd (IUSB) 0.1 $336k 7.3k 46.08
Philip Morris International (PM) 0.1 $334k 2.1k 158.75
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $317k 3.2k 97.95
Coca-Cola Company (KO) 0.1 $316k 4.4k 71.62
Accenture Plc Ireland Shs Class A (ACN) 0.1 $314k 1.0k 311.94
UnitedHealth (UNH) 0.1 $313k 598.00 523.75
Cisco Systems (CSCO) 0.1 $303k 4.9k 61.71
Walt Disney Company (DIS) 0.1 $302k 3.1k 98.69
Honeywell International (HON) 0.1 $301k 1.4k 211.69
International Business Machines (IBM) 0.0 $283k 1.1k 248.66
Amgen (AMGN) 0.0 $261k 837.00 311.55
Williams Companies (WMB) 0.0 $261k 4.4k 59.76
Caterpillar (CAT) 0.0 $258k 783.00 329.80
salesforce (CRM) 0.0 $254k 946.00 268.36
Lockheed Martin Corporation (LMT) 0.0 $249k 558.00 446.31
Thermo Fisher Scientific (TMO) 0.0 $246k 495.00 497.26
Exxon Mobil Corporation (XOM) 0.0 $246k 2.1k 118.93
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.0 $242k 5.3k 45.65
Applied Materials (AMAT) 0.0 $242k 1.7k 145.12
Pfizer (PFE) 0.0 $240k 9.5k 25.34
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $238k 2.6k 92.29
Verizon Communications (VZ) 0.0 $227k 5.0k 45.36
Managed Portfolio Series Tortoise Nram Pi 0.0 $226k 6.2k 36.37
Ishares Tr Russell 2000 Etf (IWM) 0.0 $224k 1.1k 199.49
Union Pacific Corporation (UNP) 0.0 $223k 946.00 236.12
CSX Corporation (CSX) 0.0 $221k 7.5k 29.43
American Electric Power Company (AEP) 0.0 $216k 2.0k 109.27
Motorola Solutions Com New (MSI) 0.0 $211k 482.00 437.81
Vanguard World Inf Tech Etf (VGT) 0.0 $210k 388.00 542.38
Shopify Cl A (SHOP) 0.0 $209k 2.2k 95.48
Republic Bancorp Inc Ky Cl A (RBCAA) 0.0 $208k 3.3k 63.82
Stock Yards Ban (SYBT) 0.0 $206k 3.0k 69.06
Comcast Corp Cl A (CMCSA) 0.0 $205k 5.6k 36.90
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $204k 1.8k 114.87
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $202k 1.6k 127.08
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $202k 1.7k 119.69