BARON SILVER STEVENS FINANCIAL ADVISORS, LLC Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$571.6B
Holdings
124
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (124 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTVVANGUARD INDEX FDS | 269,431 | $46.5B | 8.14% | |
| 2 | IVVISHARES TR | 82,121 | $46.1B | 8.07% | |
| 3 | IWFISHARES TR | 114,715 | $41.4B | 7.25% | |
| 4 | VTIVANGUARD INDEX FDS | 144,210 | $39.6B | 6.93% | |
| 5 | AGGISHARES TR | 345,880 | $34.2B | 5.99% | |
| 6 | VIGVANGUARD SPECIALIZED FUNDS | 170,272 | $33.0B | 5.78% | |
| 7 | IJHISHARES TR | 388,240 | $22.7B | 3.96% | |
| 8 | BNDVANGUARD BD INDEX FDS | 300,698 | $22.1B | 3.86% | |
| 9 | USMVISHARES TR | 216,768 | $20.3B | 3.55% | |
| 10 | VXUSVANGUARD STAR FDS | 286,326 | $17.8B | 3.11% | |
| 11 | VUGVANGUARD INDEX FDS | 47,514 | $17.6B | 3.08% | |
| 12 | IJRISHARES TR | 168,358 | $17.6B | 3.08% | |
| 13 | ACWVISHARES INC | 129,791 | $15.1B | 2.64% | |
| 14 | VTEBVANGUARD MUN BD FDS | 286,888 | $14.2B | 2.49% | |
| 15 | MUBISHARES TR | 110,904 | $11.7B | 2.05% | |
| 16 | VOOVANGUARD INDEX FDS | 22,741 | $11.7B | 2.04% | |
| 17 | ITOTISHARES TR | 89,600 | $10.9B | 1.91% | |
| 18 | IEMGISHARES INC | 175,432 | $9.5B | 1.66% | |
| 19 | AAPLAPPLE INC | 41,981 | $9.3B | 1.63% | |
| 20 | JMUBJ P MORGAN EXCHANGE TRADED F | 179,666 | $9.0B | 1.57% | |
| 21 | VYMVANGUARD WHITEHALL FDS | 68,438 | $8.8B | 1.54% | |
| 22 | IXUSISHARES TR | 110,856 | $7.7B | 1.35% | |
| 23 | AQLTISHARES TR | 73,535 | $5.6B | 0.97% | |
| 24 | SCHDSCHWAB STRATEGIC TR | 194,239 | $5.4B | 0.95% | |
| 25 | MSFTMICROSOFT CORP | 12,629 | $4.7B | 0.83% | |
| 26 | VBVANGUARD INDEX FDS | 20,520 | $4.6B | 0.80% | |
| 27 | VOVANGUARD INDEX FDS | 15,000 | $3.9B | 0.68% | |
| 28 | HDVISHARES TR | 28,345 | $3.4B | 0.60% | |
| 29 | VFMFVANGUARD WELLINGTON FD | 26,618 | $3.4B | 0.59% | |
| 30 | DFAUDIMENSIONAL ETF TRUST | 86,252 | $3.3B | 0.58% | |
| 31 | XTISHARES TR | 45,820 | $2.6B | 0.46% | |
| 32 | VLUEISHARES TR | 22,704 | $2.4B | 0.42% | |
| 33 | AMZNAMAZON COM INC | 11,851 | $2.3B | 0.39% | |
| 34 | SPYSPDR S&P 500 ETF TR | 4,010 | $2.2B | 0.39% | |
| 35 | VGITVANGUARD SCOTTSDALE FDS | 35,821 | $2.1B | 0.37% | |
| 36 | JEPIJ P MORGAN EXCHANGE TRADED F | 36,673 | $2.1B | 0.37% | |
| 37 | VEUVANGUARD INTL EQUITY INDEX F | 32,105 | $1.9B | 0.34% | |
| 38 | JPMJPMORGAN CHASE & CO. | 7,788 | $1.9B | 0.33% | |
| 39 | VVISA INC | 5,353 | $1.9B | 0.33% | |
| 40 | VTIPVANGUARD MALVERN FDS | 36,288 | $1.8B | 0.32% | |
| 41 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,256 | $1.7B | 0.30% | |
| 42 | XLKSELECT SECTOR SPDR TR | 8,342 | $1.7B | 0.30% | |
| 43 | IBDQISHARES TR | 67,188 | $1.7B | 0.30% | |
| 44 | PGPROCTER AND GAMBLE CO | 9,656 | $1.6B | 0.29% | |
| 45 | COSTCOSTCO WHSL CORP NEW | 1,704 | $1.6B | 0.28% | |
| 46 | GOOGLALPHABET INC | 10,358 | $1.6B | 0.28% | |
| 47 | VWOVANGUARD INTL EQUITY INDEX F | 34,703 | $1.6B | 0.27% | |
| 48 | METAMETA PLATFORMS INC | 2,688 | $1.5B | 0.27% | |
| 49 | NVDANVIDIA CORPORATION | 13,990 | $1.5B | 0.27% | |
| 50 | IWDISHARES TR | 7,836 | $1.5B | 0.26% | |
| 51 | IBDRISHARES TR | 59,485 | $1.4B | 0.25% | |
| 52 | VEAVANGUARD TAX-MANAGED FDS | 27,795 | $1.4B | 0.25% | |
| 53 | GOOGALPHABET INC | 6,767 | $1.1B | 0.18% | |
| 54 | IBDSISHARES TR | 42,443 | $1.0B | 0.18% | |
| 55 | NEENEXTERA ENERGY INC | 14,155 | $1.0B | 0.18% | |
| 56 | JNJJOHNSON & JOHNSON | 5,462 | $905.9M | 0.16% | |
| 57 | IBDTISHARES TR | 35,078 | $886.1M | 0.16% | |
| 58 | TSLATESLA INC | 3,148 | $815.8M | 0.14% | |
| 59 | HDHOME DEPOT INC | 2,176 | $797.6M | 0.14% | |
| 60 | TTTRANE TECHNOLOGIES PLC | 2,317 | $780.6M | 0.14% | |
| 61 | GILDGILEAD SCIENCES INC | 6,849 | $767.4M | 0.13% | |
| 62 | LLYELI LILLY & CO | 878 | $725.0M | 0.13% | |
| 63 | WMTWALMART INC | 7,799 | $684.7M | 0.12% | |
| 64 | MCDMCDONALDS CORP | 2,156 | $673.5M | 0.12% | |
| 65 | AVGOBROADCOM INC | 3,659 | $612.7M | 0.11% | |
| 66 | MAMASTERCARD INCORPORATED | 1,104 | $605.1M | 0.11% | |
| 67 | CVXCHEVRON CORP NEW | 3,439 | $575.3M | 0.10% | |
| 68 | GQ9SPDR GOLD TR | 1,909 | $550.1M | 0.10% | |
| 69 | JEPQJ P MORGAN EXCHANGE TRADED F | 10,313 | $534.0M | 0.09% | |
| 70 | SGOVISHARES TR | 5,066 | $510.0M | 0.09% | |
| 71 | PEPPEPSICO INC | 3,360 | $503.8M | 0.09% | |
| 72 | IBDVISHARES TR | 23,082 | $501.3M | 0.09% | |
| 73 | NDQINVESCO QQQ TR | 1,040 | $487.7M | 0.09% | |
| 74 | IBHFISHARES TR | 20,531 | $476.7M | 0.08% | |
| 75 | VTVANGUARD INTL EQUITY INDEX F | 3,995 | $463.2M | 0.08% | |
| 76 | ABBVABBVIE INC | 2,210 | $463.0M | 0.08% | |
| 77 | MOALTRIA GROUP INC | 6,762 | $405.9M | 0.07% | |
| 78 | MRKMERCK & CO INC | 4,509 | $404.7M | 0.07% | |
| 79 | DFUSDIMENSIONAL ETF TRUST | 6,684 | $404.2M | 0.07% | |
| 80 | AVUSAMERICAN CENTY ETF TR | 4,229 | $390.7M | 0.07% | |
| 81 | COWZPACER FDS TR | 7,111 | $389.4M | 0.07% | |
| 82 | AXPAMERICAN EXPRESS CO | 1,424 | $383.1M | 0.07% | |
| 83 | RTXRTX CORPORATION | 2,865 | $379.5M | 0.07% | |
| 84 | DEDEERE & CO | 775 | $363.7M | 0.06% | |
| 85 | DUKDUKE ENERGY CORP NEW | 2,950 | $359.8M | 0.06% | |
| 86 | LRGFISHARES TR | 6,192 | $358.4M | 0.06% | |
| 87 | DHRDANAHER CORPORATION | 1,711 | $350.8M | 0.06% | |
| 88 | IBHGISHARES TR | 15,131 | $337.8M | 0.06% | |
| 89 | IUSBISHARES TR | 7,280 | $335.5M | 0.06% | |
| 90 | 4I1PHILIP MORRIS INTL INC | 2,101 | $333.5M | 0.06% | |
| 91 | ESGVVANGUARD WORLD FD | 3,240 | $317.4M | 0.06% | |
| 92 | KOCOCA COLA CO | 4,416 | $316.3M | 0.06% | |
| 93 | ACNACCENTURE PLC IRELAND | 1,006 | $313.8M | 0.05% | |
| 94 | UNHUNITEDHEALTH GROUP INC | 598 | $313.2M | 0.05% | |
| 95 | CSCOCISCO SYS INC | 4,902 | $302.5M | 0.05% | |
| 96 | DISDISNEY WALT CO | 3,062 | $302.2M | 0.05% | |
| 97 | HONHONEYWELL INTL INC | 1,423 | $301.2M | 0.05% | |
| 98 | IBMINTERNATIONAL BUSINESS MACHS | 1,137 | $282.7M | 0.05% | |
| 99 | AMGNAMGEN INC | 837 | $260.8M | 0.05% | |
| 100 | WMBWILLIAMS COS INC | 4,359 | $260.5M | 0.05% |
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