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Baron Silver Stevens Financial Advisors, Llc

13F Holdings
Filed: 2025-05-07
Portfolio Value
571.58M arrow_downward -3.0%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001851395
Filing Date
2025-05-07 10:49:01
Address
4800 N. Federal Highway
Boca Raton
FL
Prior Value
589.25M
Top 10 Holdings %
lock
Portfolio Value
Baron Silver Stevens Financial Advisors, Llc
(13F - 2025-03-31)
Vanguard Index Fds
VTV
2025-05-07
Value
46.54M
Shares
269.43K
Portfolio %
8.14%
Ishares Tr
IVV
2025-05-07
Value
46.14M
Shares
82.12K
Portfolio %
8.07%
Ishares Tr
IWF
2025-05-07
Value
41.42M
Shares
114.72K
Portfolio %
7.25%
Vanguard Index Fds
VTI
2025-05-07
Value
39.63M
Shares
144.21K
Portfolio %
6.93%
Ishares Tr
AGG
2025-05-07
Value
34.21M
Shares
345.88K
Portfolio %
5.99%
Vanguard Specialized Funds
VIG
2025-05-07
Value
33.03M
Shares
170.27K
Portfolio %
5.78%
Ishares Tr
IJH
2025-05-07
Value
22.65M
Shares
388.24K
Portfolio %
3.96%
Vanguard Bd Index Fds
BND
2025-05-07
Value
22.09M
Shares
300.70K
Portfolio %
3.86%
Ishares Tr
USMV
2025-05-07
Value
20.30M
Shares
216.77K
Portfolio %
3.55%
Vanguard Star Fds
VXUS
2025-05-07
Value
17.78M
Shares
286.33K
Portfolio %
3.11%
Top Increases | Baron Silver Stevens Financial Advisors, Llc
(2024-12-31 → 2025-03-31)
Vanguard Index Fds
VTV
2025-05-07
Value Change
arrow_upward 979.80K
Shares
arrow_upward 313.00
Portfolio % Change
arrow_upward 0.41%
Portfolio %
8.14%
J P Morgan Exchange Traded F
JMUB
2025-05-07
Value Change
arrow_upward 2.10M
Shares
arrow_upward 42.34K
Portfolio % Change
arrow_upward 0.40%
Portfolio %
1.57%
Ishares Tr
AGG
2025-05-07
Value Change
arrow_upward 1.09M
Shares
arrow_upward 4.08K
Portfolio % Change
arrow_upward 0.37%
Portfolio %
5.99%
Ishares Tr
IXUS
2025-05-07
Value Change
arrow_upward 1.30M
Shares
arrow_upward 13.54K
Portfolio % Change
arrow_upward 0.26%
Portfolio %
1.35%
Vanguard Scottsdale Fds
VGIT
2025-05-07
Value Change
arrow_upward 1.01M
Shares
arrow_upward 16.56K
Portfolio % Change
arrow_upward 0.18%
Portfolio %
0.37%
Vanguard Specialized Funds
VIG
2025-05-07
Value Change
arrow_upward 11.15K
Shares
arrow_upward 1.66K
Portfolio % Change
arrow_upward 0.18%
Portfolio %
5.78%
Ishares Inc
ACWV
2025-05-07
Value Change
arrow_upward 514.71K
Shares
arrow_upward -3808.00
Portfolio % Change
arrow_upward 0.17%
Portfolio %
2.64%
Vanguard Star Fds
VXUS
2025-05-07
Value Change
arrow_upward 397.55K
Shares
arrow_upward -8656.00
Portfolio % Change
arrow_upward 0.16%
Portfolio %
3.11%
Vanguard Bd Index Fds
BND
2025-05-07
Value Change
arrow_upward 233.51K
Shares
arrow_upward -3193.00
Portfolio % Change
arrow_upward 0.16%
Portfolio %
3.86%
Ishares Tr
USMV
2025-05-07
Value Change
arrow_upward 244.85K
Shares
arrow_upward -9131.00
Portfolio % Change
arrow_upward 0.15%
Portfolio %
3.55%
Top Decreases | Baron Silver Stevens Financial Advisors, Llc
(2024-12-31 → 2025-03-31)
Pfizer Inc
PFE
2025-05-07
Value Change
arrow_downward -10422.00
Shares
arrow_downward 32.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.04%
Thermo Fisher Scientific Inc
TMO
2025-05-07
Value Change
arrow_downward -11195.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.04%
Ishares Tr
LRGF
2025-05-07
Value Change
arrow_downward -15294.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.06%
Motorola Solutions Inc
MSI
2025-05-07
Value Change
arrow_downward -11771.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.04%
Dimensional Etf Trust
DFUS
2025-05-07
Value Change
arrow_downward -21857.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.07%
Ishares Tr
SUSA
2025-05-07
Value Change
arrow_downward -17061.00
Shares
arrow_downward -42.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.04%
Honeywell Intl Inc
HON
2025-05-07
Value Change
arrow_downward -21245.00
Shares
arrow_downward -5.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.05%
Pepsico Inc
PEP
2025-05-07
Value Change
arrow_downward -27803.00
Shares
arrow_downward -136.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.09%
American Express Co
AXP
2025-05-07
Value Change
arrow_downward -24662.00
Shares
arrow_downward 50.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.07%
Ishares Tr
IUSG
2025-05-07
Value Change
arrow_downward -19547.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.04%
Baron Silver Stevens Financial Advisors, Llc (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Baron Silver Stevens Financial Advisors, Llc
(2024-12-31 → 2025-03-31)
American Centy Etf Tr
AVUS
2025-05-07
Value
add_circle 390.68K
Shares
4.23K
Portfolio %
0.07%
% Change
0.07%
Pacer Fds Tr
COWZ
2025-05-07
Value
add_circle 389.40K
Shares
7.11K
Portfolio %
0.07%
% Change
0.07%
Fidelity Merrimack Str Tr
FBND
2025-05-07
Value
add_circle 242.17K
Shares
5.30K
Portfolio %
0.04%
% Change
0.04%
Managed Portfolio Series
TPYP
2025-05-07
Value
add_circle 226.19K
Shares
6.22K
Portfolio %
0.04%
% Change
0.04%
American Elec Pwr Co Inc
AEP
2025-05-07
Value
add_circle 216.02K
Shares
1.98K
Portfolio %
0.04%
% Change
0.04%
Closed Positions | Baron Silver Stevens Financial Advisors, Llc
(2024-12-31 → 2025-03-31)
Walgreens Boots Alliance Inc
-
2025-01-17
Value
remove_circle 118.71K
Shares
12.72K
Previous %
7.73%
% Change
-7.73%
Morgan Stanley
-
2025-01-17
Value
remove_circle 202.41K
Shares
1.61K
Previous %
7.73%
% Change
-7.73%
Texas Instrs Inc
-
2025-01-17
Value
remove_circle 202.71K
Shares
1.08K
Previous %
7.73%
% Change
-7.73%
Northrop Grumman Corp
-
2025-01-17
Value
remove_circle 202.73K
Shares
432.00
Previous %
7.73%
% Change
-7.73%
J P Morgan Exchange Traded F
-
2025-01-17
Value
remove_circle 204.10K
Shares
4.05K
Previous %
7.73%
% Change
-7.73%
General Dynamics Corp
-
2025-01-17
Value
remove_circle 216.85K
Shares
823.00
Previous %
7.73%
% Change
-7.73%
Spdr Ser Tr
-
2025-01-17
Value
remove_circle 228.54K
Shares
2.60K
Previous %
7.73%
% Change
-7.73%
Public Storage Oper Co
-
2025-01-17
Value
remove_circle 239.85K
Shares
801.00
Previous %
7.73%
% Change
-7.73%