BARON SILVER STEVENS FINANCIAL ADVISORS, LLC Q4 2024 Filing
Filed January 17, 2025
Portfolio Value
$589.2M
Holdings
127
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (127 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $47.5M |
IWFISHARES TR | $46.8M |
VTVVANGUARD INDEX FDS | $45.6M |
VTIVANGUARD INDEX FDS | $44.1M |
AGGISHARES TR | $33.1M |
VIGVANGUARD SPECIALIZED FUNDS | $33.0M |
IJHISHARES TR | $24.9M |
BNDVANGUARD BD INDEX FDS | $21.9M |
VUGVANGUARD INDEX FDS | $20.5M |
USMVISHARES TR | $20.1M |
IJRISHARES TR | $19.8M |
VXUSVANGUARD STAR FDS | $17.4M |
VTEBVANGUARD MUN BD FDS | $15.5M |
ACWVISHARES INC | $14.6M |
VOOVANGUARD INDEX FDS | $12.8M |
MUBISHARES TR | $12.0M |
AAPLAPPLE INC | $11.0M |
ITOTISHARES TR | $10.7M |
VYMVANGUARD WHITEHALL FDS | $9.6M |
IEMGISHARES INC | $9.3M |
JMUBJ P MORGAN EXCHANGE TRADED F | $6.9M |
IXUSISHARES TR | $6.4M |
MSFTMICROSOFT CORP | $5.5M |
AQLTISHARES TR | $5.1M |
SCHDSCHWAB STRATEGIC TR | $5.1M |
VBVANGUARD INDEX FDS | $4.7M |
VOVANGUARD INDEX FDS | $3.6M |
HDVISHARES TR | $3.5M |
VFMFVANGUARD WELLINGTON FD | $3.1M |
XTISHARES TR | $3.0M |
AMZNAMAZON COM INC | $2.7M |
DFAUDIMENSIONAL ETF TRUST | $2.6M |
VLUEISHARES TR | $2.4M |
SPYSPDR S&P 500 ETF TR | $2.4M |
JEPIJ P MORGAN EXCHANGE TRADED F | $2.3M |
VTIPVANGUARD MALVERN FDS | $2.2M |
GOOGLALPHABET INC | $1.9M |
XLKSELECT SECTOR SPDR TR | $1.9M |
NVDANVIDIA CORPORATION | $1.9M |
JPMJPMORGAN CHASE & CO. | $1.9M |
PGPROCTER AND GAMBLE CO | $1.8M |
METAMETA PLATFORMS INC | $1.7M |
IBDQISHARES TR | $1.7M |
VVISA INC | $1.7M |
VEUVANGUARD INTL EQUITY INDEX F | $1.7M |
IWDISHARES TR | $1.6M |
TSLATESLA INC | $1.6M |
COSTCOSTCO WHSL CORP NEW | $1.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.5M |
IBDRISHARES TR | $1.5M |
VEAVANGUARD TAX-MANAGED FDS | $1.3M |
GOOGALPHABET INC | $1.3M |
VWOVANGUARD INTL EQUITY INDEX F | $1.2M |
VGITVANGUARD SCOTTSDALE FDS | $1.1M |
NEENEXTERA ENERGY INC | $1.0M |
IBDSISHARES TR | $951K |
IBDTISHARES TR | $907K |
TTTRANE TECHNOLOGIES PLC | $869K |
HDHOME DEPOT INC | $840K |
AVGOBROADCOM INC | $828K |
JNJJOHNSON & JOHNSON | $793K |
SYBTSTOCK YDS BANCORP INC | $749K |
WMTWALMART INC | $695K |
LLYELI LILLY & CO | $667K |
GILDGILEAD SCIENCES INC | $633K |
NDQINVESCO QQQ TR | $604K |
MCDMCDONALDS CORP | $600K |
JEPQJ P MORGAN EXCHANGE TRADED F | $581K |
MAMASTERCARD INCORPORATED | $581K |
MRKMERCK & CO INC | $567K |
PEPPEPSICO INC | $532K |
IBDVISHARES TR | $492K |
VTVANGUARD INTL EQUITY INDEX F | $469K |
CVXCHEVRON CORP NEW | $466K |
GQ9SPDR GOLD TR | $448K |
SGOVISHARES TR | $447K |
DFUSDIMENSIONAL ETF TRUST | $426K |
DHRDANAHER CORPORATION | $414K |
AXPAMERICAN EXPRESS CO | $408K |
ABBVABBVIE INC | $386K |
LRGFISHARES TR | $374K |
UNHUNITEDHEALTH GROUP INC | $372K |
ESGVVANGUARD WORLD FD | $354K |
ACNACCENTURE PLC IRELAND | $345K |
MOALTRIA GROUP INC | $344K |
DISDISNEY WALT CO | $343K |
DEDEERE & CO | $339K |
IUSBISHARES TR | $329K |
DUKDUKE ENERGY CORP NEW | $328K |
HONHONEYWELL INTL INC | $322K |
RTXRTX CORPORATION | $309K |
LMTLOCKHEED MARTIN CORP | $305K |
CRMSALESFORCE INC | $298K |
IJJISHARES TR | $297K |
CSCOCISCO SYS INC | $295K |
RBCAAREPUBLIC BANCORP INC KY | $280K |
CATCATERPILLAR INC | $280K |
AMATAPPLIED MATLS INC | $271K |
CMCSACOMCAST CORP NEW | $270K |
IBMINTERNATIONAL BUSINESS MACHS | $265K |
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