BARON SILVER STEVENS FINANCIAL ADVISORS, LLC Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$624.5M
Holdings
144
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (144 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $50.6M |
IWFISHARES TR | $47.8M |
VTVVANGUARD INDEX FDS | $46.4M |
VTIVANGUARD INDEX FDS | $44.1M |
AGGISHARES TR | $35.6M |
VIGVANGUARD SPECIALIZED FUNDS | $34.3M |
BNDVANGUARD BD INDEX FDS | $24.0M |
IJHISHARES TR | $23.4M |
VUGVANGUARD INDEX FDS | $21.6M |
USMVISHARES TR | $21.3M |
VXUSVANGUARD STAR FDS | $19.8M |
IJRISHARES TR | $18.0M |
ACWVISHARES INC | $15.7M |
AAPLAPPLE INC | $13.4M |
ITOTISHARES TR | $13.0M |
VOOVANGUARD INDEX FDS | $12.9M |
IEMGISHARES INC | $10.8M |
VTEBVANGUARD MUN BD FDS | $9.9M |
MUBISHARES TR | $9.5M |
IXUSISHARES TR | $9.1M |
VYMVANGUARD WHITEHALL FDS | $8.8M |
JMUBJ P MORGAN EXCHANGE TRADED F | $7.3M |
MSFTMICROSOFT CORP | $6.5M |
AQLTISHARES TR | $6.3M |
VBVANGUARD INDEX FDS | $5.1M |
VGITVANGUARD SCOTTSDALE FDS | $5.1M |
SCHDSCHWAB STRATEGIC TR | $4.9M |
VOVANGUARD INDEX FDS | $4.6M |
DFAUDIMENSIONAL ETF TRUST | $3.8M |
HDVISHARES TR | $3.2M |
VFMFVANGUARD WELLINGTON FD | $3.2M |
AMZNAMAZON COM INC | $2.9M |
NVDANVIDIA CORPORATION | $2.9M |
XTISHARES TR | $2.6M |
VLUEISHARES TR | $2.5M |
JPMJPMORGAN CHASE & CO. | $2.5M |
SPYSPDR S&P 500 ETF TR | $2.5M |
METAMETA PLATFORMS INC | $2.3M |
VEUVANGUARD INTL EQUITY INDEX F | $2.2M |
XLKSELECT SECTOR SPDR TR | $2.1M |
VVISA INC | $2.1M |
VWOVANGUARD INTL EQUITY INDEX F | $2.1M |
VEAVANGUARD TAX-MANAGED FDS | $1.9M |
GOOGLALPHABET INC | $1.9M |
COSTCOSTCO WHSL CORP NEW | $1.8M |
IBDQISHARES TR | $1.7M |
VTIPVANGUARD MALVERN FDS | $1.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.7M |
IBDRISHARES TR | $1.6M |
PGPROCTER AND GAMBLE CO | $1.6M |
IWDISHARES TR | $1.5M |
GOOGALPHABET INC | $1.5M |
IBDTISHARES TR | $1.2M |
TSLATESLA INC | $1.2M |
IBDSISHARES TR | $1.1M |
TTTRANE TECHNOLOGIES PLC | $1.1M |
SGOVISHARES TR | $1.1M |
NEENEXTERA ENERGY INC | $1.0M |
AVGOBROADCOM INC | $1.0M |
IBDUISHARES TR | $976K |
JNJJOHNSON & JOHNSON | $866K |
FBNDFIDELITY MERRIMACK STR TR | $834K |
WMTWALMART INC | $826K |
HDHOME DEPOT INC | $825K |
IUSBISHARES TR | $823K |
GILDGILEAD SCIENCES INC | $785K |
IBDVISHARES TR | $754K |
MAMASTERCARD INCORPORATED | $745K |
LLYELI LILLY & CO | $722K |
LRGFISHARES TR | $719K |
IBDWISHARES TR | $698K |
MCDMCDONALDS CORP | $694K |
GQ9SPDR GOLD TR | $585K |
QUALISHARES TR | $566K |
CVXCHEVRON CORP NEW | $560K |
4I1PHILIP MORRIS INTL INC | $515K |
VTVANGUARD INTL EQUITY INDEX F | $513K |
AXPAMERICAN EXPRESS CO | $510K |
PEPPEPSICO INC | $498K |
NDQINVESCO QQQ TR | $496K |
RTXRTX CORPORATION | $480K |
MOALTRIA GROUP INC | $465K |
DFUSDIMENSIONAL ETF TRUST | $448K |
ABBVABBVIE INC | $444K |
IBMINTERNATIONAL BUSINESS MACHS | $436K |
AVUSAMERICAN CENTY ETF TR | $426K |
DEDEERE & CO | $410K |
IVEISHARES TR | $399K |
MRKMERCK & CO INC | $384K |
COWZPACER FDS TR | $380K |
DUKDUKE ENERGY CORP NEW | $375K |
DISDISNEY WALT CO | $373K |
CSCOCISCO SYS INC | $367K |
JEPIJ P MORGAN EXCHANGE TRADED F | $367K |
ACNACCENTURE PLC IRELAND | $359K |
ESGVVANGUARD WORLD FD | $355K |
AMATAPPLIED MATLS INC | $348K |
XOMEXXON MOBIL CORP | $347K |
HONHONEYWELL INTL INC | $331K |
CATCATERPILLAR INC | $328K |
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