BARON SILVER STEVENS FINANCIAL ADVISORS, LLC Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$571.6M
Holdings
124
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (124 positions)
| Stock | Value |
|---|---|
VTVVANGUARD INDEX FDS | $46.5M |
IVVISHARES TR | $46.1M |
IWFISHARES TR | $41.4M |
VTIVANGUARD INDEX FDS | $39.6M |
AGGISHARES TR | $34.2M |
VIGVANGUARD SPECIALIZED FUNDS | $33.0M |
IJHISHARES TR | $22.7M |
BNDVANGUARD BD INDEX FDS | $22.1M |
USMVISHARES TR | $20.3M |
VXUSVANGUARD STAR FDS | $17.8M |
VUGVANGUARD INDEX FDS | $17.6M |
IJRISHARES TR | $17.6M |
ACWVISHARES INC | $15.1M |
VTEBVANGUARD MUN BD FDS | $14.2M |
MUBISHARES TR | $11.7M |
VOOVANGUARD INDEX FDS | $11.7M |
ITOTISHARES TR | $10.9M |
IEMGISHARES INC | $9.5M |
AAPLAPPLE INC | $9.3M |
JMUBJ P MORGAN EXCHANGE TRADED F | $9.0M |
VYMVANGUARD WHITEHALL FDS | $8.8M |
IXUSISHARES TR | $7.7M |
AQLTISHARES TR | $5.6M |
SCHDSCHWAB STRATEGIC TR | $5.4M |
MSFTMICROSOFT CORP | $4.7M |
VBVANGUARD INDEX FDS | $4.6M |
VOVANGUARD INDEX FDS | $3.9M |
HDVISHARES TR | $3.4M |
VFMFVANGUARD WELLINGTON FD | $3.4M |
DFAUDIMENSIONAL ETF TRUST | $3.3M |
XTISHARES TR | $2.6M |
VLUEISHARES TR | $2.4M |
AMZNAMAZON COM INC | $2.3M |
SPYSPDR S&P 500 ETF TR | $2.2M |
VGITVANGUARD SCOTTSDALE FDS | $2.1M |
JEPIJ P MORGAN EXCHANGE TRADED F | $2.1M |
VEUVANGUARD INTL EQUITY INDEX F | $1.9M |
JPMJPMORGAN CHASE & CO. | $1.9M |
VVISA INC | $1.9M |
VTIPVANGUARD MALVERN FDS | $1.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.7M |
XLKSELECT SECTOR SPDR TR | $1.7M |
IBDQISHARES TR | $1.7M |
PGPROCTER AND GAMBLE CO | $1.6M |
COSTCOSTCO WHSL CORP NEW | $1.6M |
GOOGLALPHABET INC | $1.6M |
VWOVANGUARD INTL EQUITY INDEX F | $1.6M |
METAMETA PLATFORMS INC | $1.5M |
NVDANVIDIA CORPORATION | $1.5M |
IWDISHARES TR | $1.5M |
IBDRISHARES TR | $1.4M |
VEAVANGUARD TAX-MANAGED FDS | $1.4M |
GOOGALPHABET INC | $1.1M |
IBDSISHARES TR | $1.0M |
NEENEXTERA ENERGY INC | $1.0M |
JNJJOHNSON & JOHNSON | $906K |
IBDTISHARES TR | $886K |
TSLATESLA INC | $816K |
HDHOME DEPOT INC | $798K |
TTTRANE TECHNOLOGIES PLC | $781K |
GILDGILEAD SCIENCES INC | $767K |
LLYELI LILLY & CO | $725K |
WMTWALMART INC | $685K |
MCDMCDONALDS CORP | $673K |
AVGOBROADCOM INC | $613K |
MAMASTERCARD INCORPORATED | $605K |
CVXCHEVRON CORP NEW | $575K |
GQ9SPDR GOLD TR | $550K |
JEPQJ P MORGAN EXCHANGE TRADED F | $534K |
SGOVISHARES TR | $510K |
PEPPEPSICO INC | $504K |
IBDVISHARES TR | $501K |
NDQINVESCO QQQ TR | $488K |
IBHFISHARES TR | $477K |
VTVANGUARD INTL EQUITY INDEX F | $463K |
ABBVABBVIE INC | $463K |
MOALTRIA GROUP INC | $406K |
MRKMERCK & CO INC | $405K |
DFUSDIMENSIONAL ETF TRUST | $404K |
AVUSAMERICAN CENTY ETF TR | $391K |
COWZPACER FDS TR | $389K |
AXPAMERICAN EXPRESS CO | $383K |
RTXRTX CORPORATION | $379K |
DEDEERE & CO | $364K |
DUKDUKE ENERGY CORP NEW | $360K |
LRGFISHARES TR | $358K |
DHRDANAHER CORPORATION | $351K |
IBHGISHARES TR | $338K |
IUSBISHARES TR | $335K |
4I1PHILIP MORRIS INTL INC | $334K |
ESGVVANGUARD WORLD FD | $317K |
KOCOCA COLA CO | $316K |
ACNACCENTURE PLC IRELAND | $314K |
UNHUNITEDHEALTH GROUP INC | $313K |
CSCOCISCO SYS INC | $303K |
DISDISNEY WALT CO | $302K |
HONHONEYWELL INTL INC | $301K |
IBMINTERNATIONAL BUSINESS MACHS | $283K |
AMGNAMGEN INC | $261K |
WMBWILLIAMS COS INC | $260K |
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