Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors as of June 30, 2025

Portfolio Holdings for Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors holds 144 positions in its portfolio as reported in the June 2025 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 $51M 81k 620.90
Ishares Tr Rus 1000 Grw Etf (IWF) 7.7 $48M 113k 424.58
Vanguard Index Fds Value Etf (VTV) 7.4 $46M 262k 176.74
Vanguard Index Fds Total Stk Mkt (VTI) 7.1 $44M 145k 303.93
Ishares Tr Core Us Aggbd Et (AGG) 5.7 $36M 359k 99.20
Vanguard Specialized Funds Div App Etf (VIG) 5.5 $34M 167k 204.67
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.8 $24M 326k 73.63
Ishares Tr Core S&p Mcp Etf (IJH) 3.7 $23M 377k 62.02
Vanguard Index Fds Growth Etf (VUG) 3.5 $22M 49k 438.40
Ishares Tr Msci Usa Min Vol (USMV) 3.4 $21M 227k 93.87
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.2 $20M 286k 69.09
Ishares Tr Core S&p Scp Etf (IJR) 2.9 $18M 165k 109.29
Ishares Msci Gbl Min Vol (ACWV) 2.5 $16M 133k 118.57
Apple (AAPL) 2.1 $13M 65k 205.17
Ishares Tr Core S&p Ttl Stk (ITOT) 2.1 $13M 96k 135.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $13M 23k 568.03
Ishares Core Msci Emkt (IEMG) 1.7 $11M 180k 60.03
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.6 $9.9M 202k 49.03
Ishares Tr National Mun Etf (MUB) 1.5 $9.5M 91k 104.48
Ishares Tr Core Msci Total (IXUS) 1.5 $9.1M 118k 77.31
Vanguard Whitehall Fds High Div Yld (VYM) 1.4 $8.8M 66k 133.31
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.2 $7.3M 146k 49.64
Microsoft Corporation (MSFT) 1.0 $6.5M 13k 497.40
Ishares Tr Core Msci Eafe (IEFA) 1.0 $6.3M 75k 83.48
Vanguard Index Fds Small Cp Etf (VB) 0.8 $5.1M 22k 236.98
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.8 $5.1M 85k 59.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $4.9M 185k 26.50
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $4.6M 16k 279.83
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.6 $3.8M 89k 42.36
Ishares Tr Core High Dv Etf (HDV) 0.5 $3.2M 28k 117.17
Vanguard Wellington Us Multifactor (VFMF) 0.5 $3.2M 24k 134.50
Amazon (AMZN) 0.5 $2.9M 13k 219.39
NVIDIA Corporation (NVDA) 0.5 $2.9M 18k 157.99
Ishares Tr Exponential Tech (XT) 0.4 $2.6M 41k 65.25
Ishares Tr Msci Usa Value (VLUE) 0.4 $2.5M 22k 113.21
JPMorgan Chase & Co. (JPM) 0.4 $2.5M 8.6k 289.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.5M 4.0k 617.85
Meta Platforms Cl A (META) 0.4 $2.3M 3.2k 738.09
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $2.2M 32k 67.22
Select Sector Spdr Tr Technology (XLK) 0.3 $2.1M 8.3k 253.23
Visa Com Cl A (V) 0.3 $2.1M 5.9k 355.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $2.1M 42k 49.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.9M 34k 57.01
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.9M 11k 176.23
Costco Wholesale Corporation (COST) 0.3 $1.8M 1.8k 990.12
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.3 $1.7M 67k 25.18
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $1.7M 34k 50.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.7M 3.4k 485.77
Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $1.6M 68k 24.25
Procter & Gamble Company (PG) 0.3 $1.6M 10k 159.32
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.5M 7.8k 194.22
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.5M 8.3k 177.39
Ishares Tr Ibds Dec28 Etf (IBDT) 0.2 $1.2M 49k 25.42
Tesla Motors (TSLA) 0.2 $1.2M 3.7k 317.66
Ishares Tr Ibonds 27 Etf (IBDS) 0.2 $1.1M 46k 24.27
Trane Technologies SHS (TT) 0.2 $1.1M 2.5k 437.41
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $1.1M 11k 100.69
Nextera Energy (NEE) 0.2 $1.0M 15k 69.42
Broadcom (AVGO) 0.2 $1.0M 3.8k 275.67
Ishares Tr Ibonds Dec 29 (IBDU) 0.2 $976k 42k 23.33
Johnson & Johnson (JNJ) 0.1 $866k 5.7k 152.74
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $835k 18k 45.75
Wal-Mart Stores (WMT) 0.1 $826k 8.4k 97.78
Home Depot (HD) 0.1 $825k 2.3k 366.69
Ishares Tr Core Total Usd (IUSB) 0.1 $823k 18k 46.23
Gilead Sciences (GILD) 0.1 $785k 7.1k 110.87
Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $754k 34k 21.98
Mastercard Incorporated Cl A (MA) 0.1 $745k 1.3k 561.94
Eli Lilly & Co. (LLY) 0.1 $723k 927.00 779.39
Ishares Tr U S Equity Factr (LRGF) 0.1 $719k 11k 64.13
Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $698k 33k 21.04
McDonald's Corporation (MCD) 0.1 $694k 2.4k 292.18
Spdr Gold Tr Gold Shs (GLD) 0.1 $585k 1.9k 304.83
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $566k 3.1k 182.82
Chevron Corporation (CVX) 0.1 $560k 3.9k 143.19
Philip Morris International (PM) 0.1 $515k 2.8k 182.15
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $513k 4.0k 128.52
American Express Company (AXP) 0.1 $510k 1.6k 318.98
Pepsi (PEP) 0.1 $498k 3.8k 132.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $497k 900.00 551.64
Raytheon Technologies Corp (RTX) 0.1 $480k 3.3k 146.02
Altria (MO) 0.1 $465k 7.9k 58.63
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $448k 6.7k 67.02
Abbvie (ABBV) 0.1 $444k 2.4k 185.62
International Business Machines (IBM) 0.1 $436k 1.5k 294.78
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $426k 4.2k 100.82
Deere & Company (DE) 0.1 $410k 807.00 508.49
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $399k 2.0k 195.42
Merck & Co (MRK) 0.1 $384k 4.8k 79.16
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $380k 6.9k 55.10
Duke Energy Corp Com New (DUK) 0.1 $375k 3.2k 117.98
Walt Disney Company (DIS) 0.1 $373k 3.0k 124.01
Cisco Systems (CSCO) 0.1 $367k 5.3k 69.38
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $367k 6.4k 56.85
Accenture Plc Ireland Shs Class A (ACN) 0.1 $359k 1.2k 298.81
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $355k 3.2k 109.64
Applied Materials (AMAT) 0.1 $348k 1.9k 183.07
Exxon Mobil Corporation (XOM) 0.1 $347k 3.2k 107.80
Honeywell International (HON) 0.1 $331k 1.4k 232.81
Caterpillar (CAT) 0.1 $328k 846.00 388.21
Texas Instruments Incorporated (TXN) 0.1 $326k 1.6k 207.63
Coca-Cola Company (KO) 0.1 $325k 4.6k 70.75
UnitedHealth (UNH) 0.1 $320k 1.0k 311.97
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $314k 2.9k 110.10
Morgan Stanley Com New (MS) 0.0 $308k 2.2k 140.86
Progressive Corporation (PGR) 0.0 $306k 1.1k 266.86
salesforce (CRM) 0.0 $304k 1.1k 272.69
Goldman Sachs (GS) 0.0 $288k 407.00 707.76
Ishares Tr Ibonds 2027 Term (IBHG) 0.0 $287k 13k 22.54
Netflix (NFLX) 0.0 $276k 206.00 1339.13
Ishares Tr Eafe Value Etf (EFV) 0.0 $267k 4.2k 63.48
Danaher Corporation (DHR) 0.0 $260k 1.3k 197.59
Amgen (AMGN) 0.0 $259k 927.00 279.21
Vanguard World Inf Tech Etf (VGT) 0.0 $257k 388.00 663.28
CSX Corporation (CSX) 0.0 $256k 7.8k 32.63
Ishares Gold Tr Ishares New (IAU) 0.0 $255k 4.1k 62.36
Ishares Tr Ibonds 2026 Term (IBHF) 0.0 $254k 11k 23.23
Asml Holding N V N Y Registry Shs (ASML) 0.0 $254k 317.00 801.39
Thermo Fisher Scientific (TMO) 0.0 $244k 603.00 405.24
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $244k 2.6k 94.63
Intuitive Surgical Com New (ISRG) 0.0 $243k 448.00 543.41
Lockheed Martin Corporation (LMT) 0.0 $243k 525.00 462.70
Ishares Tr Russell 2000 Etf (IWM) 0.0 $242k 1.1k 215.79
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $240k 1.6k 150.40
Pfizer (PFE) 0.0 $238k 9.8k 24.24
Verizon Communications (VZ) 0.0 $236k 5.4k 43.27
Union Pacific Corporation (UNP) 0.0 $235k 1.0k 229.97
Abbott Laboratories (ABT) 0.0 $231k 1.7k 136.01
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.0 $229k 4.2k 54.46
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $227k 1.7k 135.30
Ishares Tr Esg Optimized (SUSA) 0.0 $226k 1.8k 126.75
Tortoise Capital Series Trus North Amern Pipe (TPYP) 0.0 $222k 6.2k 35.73
Adobe Systems Incorporated (ADBE) 0.0 $219k 567.00 386.54
Comcast Corp Cl A (CMCSA) 0.0 $219k 6.1k 35.69
American Electric Power Company (AEP) 0.0 $217k 2.1k 103.76
Boeing Company (BA) 0.0 $216k 1.0k 209.53
Williams Companies (WMB) 0.0 $212k 3.4k 62.81
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.0 $209k 1.7k 123.54
General Dynamics Corporation (GD) 0.0 $206k 705.00 291.66
Cintas Corporation (CTAS) 0.0 $203k 912.00 222.87
Motorola Solutions Com New (MSI) 0.0 $203k 482.00 420.46
At&t (T) 0.0 $201k 6.9k 28.94
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $200k 1.7k 115.35
Lowe's Companies (LOW) 0.0 $200k 903.00 221.88