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
101	CATCATERPILLAR INC	783	$258.2M	0.05%
102	CRMSALESFORCE INC	946	$253.9M	0.04%
103	LMTLOCKHEED MARTIN CORP	558	$249.0M	0.04%
104	TMOTHERMO FISHER SCIENTIFIC INC	495	$246.1M	0.04%
105	XOMEXXON MOBIL CORP	2,067	$245.8M	0.04%
106	FBNDFIDELITY MERRIMACK STR TR	5,305	$242.2M	0.04%
107	AMATAPPLIED MATLS INC	1,665	$241.6M	0.04%
108	PFEPFIZER INC	9,471	$240.0M	0.04%
109	IUSVISHARES TR	2,575	$237.6M	0.04%
110	BACVERIZON COMMUNICATIONS INC	5,012	$227.3M	0.04%
111	KAMOMANAGED PORTFOLIO SERIES	6,219	$226.2M	0.04%
112	IWMISHARES TR	1,123	$224.0M	0.04%
113	UNPUNION PAC CORP	946	$223.4M	0.04%
114	CSXCSX CORP	7,521	$221.3M	0.04%
115	AEPAMERICAN ELEC PWR CO INC	1,977	$216.0M	0.04%
116	MSIMOTOROLA SOLUTIONS INC	482	$211.0M	0.04%
117	VGTVANGUARD WORLD FD	388	$210.4M	0.04%
118	SHOPSHOPIFY INC	2,189	$209.0M	0.04%
119	RBCAAREPUBLIC BANCORP INC KY	3,253	$207.6M	0.04%
120	SYBTSTOCK YDS BANCORP INC	2,981	$205.9M	0.04%
121	CMCSACOMCAST CORP NEW	5,565	$205.3M	0.04%
122	SUSAISHARES TR	1,779	$204.4M	0.04%
123	IUSGISHARES TR	1,593	$202.4M	0.04%
124	IJJISHARES TR	1,689	$202.2M	0.04%

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