BARON SILVER STEVENS FINANCIAL ADVISORS, LLC Q1 2023 Filing
Filed April 18, 2023
Portfolio Value
$384.1B
Holdings
102
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (102 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 4,260 | $902.9M | 0.24% | |
| 2 | SUBISHARES TR | 7,780 | $814.4M | 0.21% | |
| 3 | VFMFVANGUARD WELLINGTON FD | 8,176 | $810.2M | 0.21% | |
| 4 | JNJJOHNSON & JOHNSON | 5,155 | $799.0M | 0.21% | |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,362 | $729.3M | 0.19% | |
| 6 | ABBVABBVIE INC | 4,481 | $714.2M | 0.19% | |
| 7 | FTNTFORTINET INC | 10,681 | $709.9M | 0.18% | |
| 8 | SCHDSCHWAB STRATEGIC TR | 9,263 | $677.7M | 0.18% | |
| 9 | PEPPEPSICO INC | 3,658 | $666.9M | 0.17% | |
| 10 | DISDISNEY WALT CO | 6,048 | $605.5M | 0.16% | |
| 11 | TSLATESLA INC | 2,912 | $604.1M | 0.16% | |
| 12 | VVISA INC | 2,664 | $600.7M | 0.16% | |
| 13 | PFEPFIZER INC | 14,214 | $579.9M | 0.15% | |
| 14 | MRKMERCK & CO INC | 5,269 | $560.6M | 0.15% | |
| 15 | MCDMCDONALDS CORP | 1,889 | $528.2M | 0.14% | |
| 16 | AMATAPPLIED MATLS INC | 4,165 | $511.6M | 0.13% | |
| 17 | JPMJPMORGAN CHASE & CO | 3,633 | $473.4M | 0.12% | |
| 18 | PGPROCTER AND GAMBLE CO | 3,073 | $456.9M | 0.12% | |
| 19 | NDQINVESCO QQQ TR | 1,423 | $456.7M | 0.12% | |
| 20 | HDHOME DEPOT INC | 1,547 | $456.6M | 0.12% | |
| 21 | IBDRISHARES TR | 18,224 | $432.5M | 0.11% | |
| 22 | DHRDANAHER CORPORATION | 1,543 | $389.0M | 0.10% | |
| 23 | IBDQISHARES TR | 15,560 | $381.7M | 0.10% | |
| 24 | TXNTEXAS INSTRS INC | 2,007 | $373.3M | 0.10% | |
| 25 | TTTRANE TECHNOLOGIES PLC | 2,015 | $370.7M | 0.10% | |
| 26 | DEDEERE & CO | 874 | $360.9M | 0.09% | |
| 27 | RTXRAYTHEON TECHNOLOGIES CORP | 3,648 | $357.3M | 0.09% | |
| 28 | COSTCOSTCO WHSL CORP NEW | 670 | $332.9M | 0.09% | |
| 29 | JPSTJ P MORGAN EXCHANGE TRADED F | 6,553 | $329.7M | 0.09% | |
| 30 | WMTWALMART INC | 2,230 | $328.8M | 0.09% | |
| 31 | LLYLILLY ELI & CO | 922 | $316.5M | 0.08% | |
| 32 | CVXCHEVRON CORP NEW | 1,889 | $308.2M | 0.08% | |
| 33 | LRGFISHARES TR | 7,224 | $299.4M | 0.08% | |
| 34 | DFUSDIMENSIONAL ETF TRUST | 6,684 | $297.0M | 0.08% | |
| 35 | PANWPALO ALTO NETWORKS INC | 1,479 | $295.4M | 0.08% | |
| 36 | IBDSISHARES TR | 12,360 | $294.4M | 0.08% | |
| 37 | NVDANVIDIA CORPORATION | 1,034 | $287.2M | 0.07% | |
| 38 | MOALTRIA GROUP INC | 6,432 | $287.0M | 0.07% | |
| 39 | ESGVVANGUARD WORLD FD | 3,887 | $278.7M | 0.07% | |
| 40 | IBDUISHARES TR | 12,155 | $278.1M | 0.07% | |
| 41 | BMYBRISTOL-MYERS SQUIBB CO | 3,989 | $276.5M | 0.07% | |
| 42 | KOCOCA COLA CO | 4,356 | $270.2M | 0.07% | |
| 43 | BACVERIZON COMMUNICATIONS INC | 6,852 | $266.5M | 0.07% | |
| 44 | CSCOCISCO SYS INC | 5,061 | $264.6M | 0.07% | |
| 45 | IBTEISHARES TR | 10,992 | $263.9M | 0.07% | |
| 46 | SMHVANECK ETF TRUST | 1,000 | $263.2M | 0.07% | |
| 47 | GQ9SPDR GOLD TR | 1,435 | $262.9M | 0.07% | |
| 48 | HONHONEYWELL INTL INC | 1,374 | $262.5M | 0.07% | |
| 49 | ISRGINTUITIVE SURGICAL INC | 981 | $250.6M | 0.07% | |
| 50 | PFFISHARES TR | 8,013 | $250.2M | 0.07% | |
| 51 | IUSVISHARES TR | 3,384 | $249.7M | 0.06% | |
| 52 | IJJISHARES TR | 2,420 | $248.7M | 0.06% | |
| 53 | ADBEADOBE SYSTEMS INCORPORATED | 637 | $245.3M | 0.06% | |
| 54 | CMCSACOMCAST CORP NEW | 6,229 | $236.1M | 0.06% | |
| 55 | GSGOLDMAN SACHS GROUP INC | 700 | $228.9M | 0.06% | |
| 56 | VCITVANGUARD SCOTTSDALE FDS | 2,820 | $226.2M | 0.06% | |
| 57 | DUKDUKE ENERGY CORP NEW | 2,315 | $223.3M | 0.06% | |
| 58 | IFRAISHARES TR | 5,952 | $222.1M | 0.06% | |
| 59 | IWMISHARES TR | 1,233 | $220.0M | 0.06% | |
| 60 | SBUXSTARBUCKS CORP | 2,107 | $219.4M | 0.06% | |
| 61 | 4I1PHILIP MORRIS INTL INC | 2,203 | $214.3M | 0.06% | |
| 62 | ELLAUDER ESTEE COS INC | 836 | $206.0M | 0.05% | |
| 63 | IVVISHARES TR | 76,929 | $31K | 0.00% | |
| 64 | VTVVANGUARD INDEX FDS | 220,653 | $30K | 0.00% | |
| 65 | VTIVANGUARD INDEX FDS | 147,204 | $30K | 0.00% | |
| 66 | IWFISHARES TR | 121,594 | $29K | 0.00% | |
| 67 | VIGVANGUARD SPECIALIZED FUNDS | 138,317 | $21K | 0.00% | |
| 68 | VTEBVANGUARD MUN BD FDS | 347,657 | $17K | 0.00% | |
| 69 | USMVISHARES TR | 236,764 | $17K | 0.00% | |
| 70 | IJHISHARES TR | 65,520 | $16K | 0.00% | |
| 71 | ACWVISHARES INC | 156,472 | $15K | 0.00% | |
| 72 | IJRISHARES TR | 136,795 | $13K | 0.00% | |
| 73 | AGGISHARES TR | 135,568 | $13K | 0.00% | |
| 74 | VXUSVANGUARD STAR FDS | 226,351 | $12K | 0.00% | |
| 75 | MUBISHARES TR | 118,302 | $12K | 0.00% | |
| 76 | VUGVANGUARD INDEX FDS | 45,959 | $11K | 0.00% | |
| 77 | BNDVANGUARD BD INDEX FDS | 127,404 | $9K | 0.00% | |
| 78 | IEMGISHARES INC | 143,924 | $7K | 0.00% | |
| 79 | VOOVANGUARD INDEX FDS | 20,930 | $7K | 0.00% | |
| 80 | AAPLAPPLE INC | 45,632 | $7K | 0.00% | |
| 81 | ITOTISHARES TR | 77,943 | $7K | 0.00% | |
| 82 | VYMVANGUARD WHITEHALL FDS | 68,981 | $7K | 0.00% | |
| 83 | IXUSISHARES TR | 72,819 | $4K | 0.00% | |
| 84 | MSFTMICROSOFT CORP | 13,041 | $3K | 0.00% | |
| 85 | AQLTISHARES TR | 50,081 | $3K | 0.00% | |
| 86 | HDVISHARES TR | 38,055 | $3K | 0.00% | |
| 87 | VBVANGUARD INDEX FDS | 12,112 | $2K | 0.00% | |
| 88 | XTISHARES TR | 48,799 | $2K | 0.00% | |
| 89 | VOVANGUARD INDEX FDS | 10,395 | $2K | 0.00% | |
| 90 | GOOGALPHABET INC | 9,934 | $1K | 0.00% | |
| 91 | JEPIJ P MORGAN EXCHANGE TRADED F | 23,942 | $1K | 0.00% | |
| 92 | AMZNAMAZON COM INC | 11,142 | $1K | 0.00% | |
| 93 | SPYSPDR S&P 500 ETF TR | 3,183 | $1K | 0.00% | |
| 94 | XLKSELECT SECTOR SPDR TR | 9,445 | $1K | 0.00% | |
| 95 | GOOGLALPHABET INC | 11,440 | $1K | 0.00% | |
| 96 | VEAVANGUARD TAX-MANAGED FDS | 24,430 | $1K | 0.00% | |
| 97 | VEUVANGUARD INTL EQUITY INDEX F | 36,388 | $1K | 0.00% | |
| 98 | NEENEXTERA ENERGY INC | 25,842 | $1K | 0.00% | |
| 99 | IWDISHARES TR | 9,180 | $1K | 0.00% | |
| 100 | VTIPVANGUARD MALVERN FDS | 30,361 | $1K | 0.00% |
Page 1 of 2Next