BARON SILVER STEVENS FINANCIAL ADVISORS, LLC Q4 2022 Filing
Filed January 30, 2023
Portfolio Value
$406.5B
Holdings
97
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (97 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 11,060 | $975.8M | 0.24% | |
| 2 | SUBISHARES TR | 8,966 | $934.9M | 0.23% | |
| 3 | JNJJOHNSON & JOHNSON | 5,253 | $927.9M | 0.23% | |
| 4 | AMZNAMAZON COM INC | 10,647 | $894.3M | 0.22% | |
| 5 | GOOGALPHABET INC | 9,503 | $843.2M | 0.21% | |
| 6 | VFMFVANGUARD WELLINGTON FD | 8,322 | $822.5M | 0.20% | |
| 7 | PFEPFIZER INC | 14,500 | $743.0M | 0.18% | |
| 8 | ABBVABBVIE INC | 4,398 | $710.8M | 0.17% | |
| 9 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,244 | $693.2M | 0.17% | |
| 10 | PEPPEPSICO INC | 3,485 | $629.6M | 0.15% | |
| 11 | MRKMERCK & CO INC | 5,300 | $588.0M | 0.14% | |
| 12 | METAMETA PLATFORMS INC | 4,366 | $525.4M | 0.13% | |
| 13 | FTNTFORTINET INC | 10,681 | $522.2M | 0.13% | |
| 14 | VVISA INC | 2,410 | $500.8M | 0.12% | |
| 15 | DISDISNEY WALT CO | 5,756 | $500.0M | 0.12% | |
| 16 | PGPROCTER AND GAMBLE CO | 3,172 | $480.8M | 0.12% | |
| 17 | HDHOME DEPOT INC | 1,506 | $475.7M | 0.12% | |
| 18 | MCDMCDONALDS CORP | 1,769 | $466.2M | 0.11% | |
| 19 | JPMJPMORGAN CHASE & CO | 3,242 | $434.7M | 0.11% | |
| 20 | DHRDANAHER CORPORATION | 1,543 | $409.6M | 0.10% | |
| 21 | PFFISHARES TR | 13,073 | $399.1M | 0.10% | |
| 22 | NDQINVESCO QQQ TR | 1,468 | $390.9M | 0.10% | |
| 23 | LRGFISHARES TR | 9,676 | $377.5M | 0.09% | |
| 24 | HONHONEYWELL INTL INC | 1,753 | $375.6M | 0.09% | |
| 25 | DEDEERE & CO | 874 | $374.7M | 0.09% | |
| 26 | JPSTJ P MORGAN EXCHANGE TRADED F | 7,110 | $356.4M | 0.09% | |
| 27 | TSLATESLA INC | 2,880 | $354.8M | 0.09% | |
| 28 | AMATAPPLIED MATLS INC | 3,482 | $339.1M | 0.08% | |
| 29 | TTTRANE TECHNOLOGIES PLC | 2,015 | $338.7M | 0.08% | |
| 30 | RTXRAYTHEON TECHNOLOGIES CORP | 3,320 | $335.1M | 0.08% | |
| 31 | LLYLILLY ELI & CO | 879 | $321.4M | 0.08% | |
| 32 | WMTWALMART INC | 2,230 | $316.2M | 0.08% | |
| 33 | BMYBRISTOL-MYERS SQUIBB CO | 4,387 | $315.6M | 0.08% | |
| 34 | COSTCOSTCO WHSL CORP NEW | 650 | $296.7M | 0.07% | |
| 35 | ESGVVANGUARD WORLD FD | 4,433 | $292.0M | 0.07% | |
| 36 | MOALTRIA GROUP INC | 6,336 | $289.6M | 0.07% | |
| 37 | CVXCHEVRON CORP NEW | 1,581 | $283.8M | 0.07% | |
| 38 | DFUSDIMENSIONAL ETF TRUST | 6,684 | $278.1M | 0.07% | |
| 39 | TXNTEXAS INSTRS INC | 1,645 | $271.8M | 0.07% | |
| 40 | BACVERIZON COMMUNICATIONS INC | 6,822 | $268.8M | 0.07% | |
| 41 | IWMISHARES TR | 1,462 | $254.9M | 0.06% | |
| 42 | KOCOCA COLA CO | 3,942 | $250.8M | 0.06% | |
| 43 | EEMVISHARES INC | 4,599 | $244.0M | 0.06% | |
| 44 | IJJISHARES TR | 2,420 | $243.9M | 0.06% | |
| 45 | GQ9SPDR GOLD TR | 1,435 | $243.4M | 0.06% | |
| 46 | ISRGINTUITIVE SURGICAL INC | 909 | $241.2M | 0.06% | |
| 47 | CSCOCISCO SYS INC | 5,061 | $241.1M | 0.06% | |
| 48 | GSGOLDMAN SACHS GROUP INC | 700 | $240.3M | 0.06% | |
| 49 | IUSVISHARES TR | 3,384 | $239.0M | 0.06% | |
| 50 | DUKDUKE ENERGY CORP NEW | 2,315 | $238.4M | 0.06% | |
| 51 | EFAVISHARES TR | 3,542 | $225.2M | 0.06% | |
| 52 | VCITVANGUARD SCOTTSDALE FDS | 2,901 | $224.9M | 0.06% | |
| 53 | IFRAISHARES TR | 5,944 | $215.5M | 0.05% | |
| 54 | IUSBISHARES TR | 4,782 | $214.9M | 0.05% | |
| 55 | IBDPISHARES TR | 8,675 | $211.8M | 0.05% | |
| 56 | AWCAMERICAN WTR WKS CO INC NEW | 1,387 | $211.4M | 0.05% | |
| 57 | PANWPALO ALTO NETWORKS INC | 1,479 | $206.4M | 0.05% | |
| 58 | SBUXSTARBUCKS CORP | 2,061 | $204.5M | 0.05% | |
| 59 | SMHVANECK ETF TRUST | 1,000 | $202.9M | 0.05% | |
| 60 | ADBEADOBE SYSTEMS INCORPORATED | 601 | $202.1M | 0.05% | |
| 61 | VTVVANGUARD INDEX FDS | 256,549 | $36K | 0.00% | |
| 62 | IVVISHARES TR | 84,687 | $32K | 0.00% | |
| 63 | VTIVANGUARD INDEX FDS | 159,523 | $30K | 0.00% | |
| 64 | IWFISHARES TR | 144,569 | $30K | 0.00% | |
| 65 | VIGVANGUARD SPECIALIZED FUNDS | 157,095 | $23K | 0.00% | |
| 66 | USMVISHARES TR | 275,195 | $19K | 0.00% | |
| 67 | IJHISHARES TR | 75,051 | $18K | 0.00% | |
| 68 | VTEBVANGUARD MUN BD FDS | 363,574 | $17K | 0.00% | |
| 69 | AGGISHARES TR | 155,738 | $15K | 0.00% | |
| 70 | ACWVISHARES INC | 166,086 | $15K | 0.00% | |
| 71 | IJRISHARES TR | 155,646 | $14K | 0.00% | |
| 72 | MUBISHARES TR | 136,398 | $14K | 0.00% | |
| 73 | VXUSVANGUARD STAR FDS | 242,074 | $12K | 0.00% | |
| 74 | VUGVANGUARD INDEX FDS | 50,656 | $10K | 0.00% | |
| 75 | BNDVANGUARD BD INDEX FDS | 141,875 | $10K | 0.00% | |
| 76 | VOOVANGUARD INDEX FDS | 26,139 | $9K | 0.00% | |
| 77 | VYMVANGUARD WHITEHALL FDS | 84,914 | $9K | 0.00% | |
| 78 | IEMGISHARES INC | 164,263 | $7K | 0.00% | |
| 79 | ITOTISHARES TR | 91,501 | $7K | 0.00% | |
| 80 | AAPLAPPLE INC | 44,772 | $5K | 0.00% | |
| 81 | HDVISHARES TR | 42,884 | $4K | 0.00% | |
| 82 | IXUSISHARES TR | 80,551 | $4K | 0.00% | |
| 83 | MSFTMICROSOFT CORP | 12,643 | $3K | 0.00% | |
| 84 | AQLTISHARES TR | 59,196 | $3K | 0.00% | |
| 85 | VBVANGUARD INDEX FDS | 15,472 | $2K | 0.00% | |
| 86 | VOVANGUARD INDEX FDS | 13,016 | $2K | 0.00% | |
| 87 | NEENEXTERA ENERGY INC | 26,422 | $2K | 0.00% | |
| 88 | XTISHARES TR | 60,478 | $2K | 0.00% | |
| 89 | VWOVANGUARD INTL EQUITY INDEX F | 38,263 | $1K | 0.00% | |
| 90 | VTIPVANGUARD MALVERN FDS | 34,122 | $1K | 0.00% | |
| 91 | SPYSPDR S&P 500 ETF TR | 4,683 | $1K | 0.00% | |
| 92 | XLKSELECT SECTOR SPDR TR | 9,445 | $1K | 0.00% | |
| 93 | IWDISHARES TR | 9,180 | $1K | 0.00% | |
| 94 | JEPIJ P MORGAN EXCHANGE TRADED F | 22,042 | $1K | 0.00% | |
| 95 | VEUVANGUARD INTL EQUITY INDEX F | 36,388 | $1K | 0.00% | |
| 96 | VEAVANGUARD TAX-MANAGED FDS | 26,131 | $1K | 0.00% | |
| 97 | GILDGILEAD SCIENCES INC | 16,081 | $1K | 0.00% |