The Analysis of BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's Holdings
Currently, BARON SILVER STEVENS FINANCIAL ADVISORS, LLC holds 132 types of securities in its portfolio with a total value $692.9M. In the most recent quarter, they have increased their positions in VUG (+4.5K shares, valued at $2.2M), JPM (+6.3K shares, valued at $2.0M), XLK (+11.7K shares, valued at $1.7M); decreased their positions in AAPL (-28.7K shares, valued at $7.8M), MSFT (-4.1K shares, valued at $2.0M), N/A (-3.4K shares, valued at $1.1M); initiated new positions in CINF (+8.1K shares, valued at $1.3M), IBDU (+42.4K shares, valued at $992.7K), VT (+4.2K shares, valued at $592.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR86.9K shares0.85%2025-12-312026-02-06
IWF ISHARES TR115.8K shares-0.39%2025-12-312026-02-06 VTV VANGUARD INDEX FDS265.9K shares-1.71%2025-12-312026-02-06 VTI VANGUARD INDEX FDS147.6K shares0.93%2025-12-312026-02-06 VIG VANGUARD SPECIALIZED FUNDS178.0K shares1.78%2025-12-312026-02-06 AGG ISHARES TR388.9K shares4.09%2025-12-312026-02-06 BND VANGUARD BD INDEX FDS365.2K shares5.99%2025-12-312026-02-06 IJH ISHARES TR372.4K shares-1.62%2025-12-312026-02-06 VUG VANGUARD INDEX FDS48.4K shares10.13%2025-12-312026-02-06 VXUS VANGUARD STAR FDS299.5K shares2.19%2025-12-312026-02-06 USMV ISHARES TR224.5K shares-1.48%2025-12-312026-02-06 IJR ISHARES TR163.9K shares-2.04%2025-12-312026-02-06 ACWV ISHARES INC141.1K shares1.08%2025-12-312026-02-06 ITOT ISHARES TR97.4K shares0.37%2025-12-312026-02-06 IEMG ISHARES INC198.5K shares-0.18%2025-12-312026-02-06 IXUS ISHARES TR135.2K shares8.38%2025-12-312026-02-06 AAPL APPLE INC42.0K shares-40.56%2025-12-312026-02-06 JMUB J P MORGAN EXCHANGE TRADED F218.6K shares11.93%2025-12-312026-02-06 VTEB VANGUARD MUN BD FDS195.7K shares6.33%2025-12-312026-02-06 VYM VANGUARD WHITEHALL FDS65.3K shares0.13%2025-12-312026-02-06 MUB ISHARES TR85.9K shares0.03%2025-12-312026-02-06 IEFA ISHARES TR83.9K shares0.05%2025-12-312026-02-06 MSFT MICROSOFT CORP13.7K shares-22.98%2025-12-312026-02-06 VB VANGUARD INDEX FDS23.1K shares5.13%2025-12-312026-02-06 SCHD SCHWAB STRATEGIC TR206.8K shares3.51%2025-12-312026-02-06 VFMF VANGUARD WELLINGTON FD36.2K shares24.73%2025-12-312026-02-06 VGIT VANGUARD SCOTTSDALE FDS84.3K shares-3.22%2025-12-312026-02-06 VO VANGUARD INDEX FDS17.3K shares4.64%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.14.6K shares75.55%2025-12-312026-02-06 DFAU DIMENSIONAL ETF TRUST96.8K shares1.52%2025-12-312026-02-06 HDV ISHARES TR27.3K shares0.00%2025-12-312026-02-06 ALPHABET INC ALPHABET INC10.0K shares-2.34%2025-12-312026-02-06 VLUE ISHARES TR22.5K shares16.69%2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR4.2K shares4.88%2025-12-312026-02-06 AMZN AMAZON COM INC12.3K shares-4.34%2025-12-312026-02-06 XT ISHARES TR39.8K shares-0.65%2025-12-312026-02-06 NVDA NVIDIA CORPORATION13.6K shares-19.83%2025-12-312026-02-06 VEA VANGUARD TAX-MANAGED FDS38.8K shares12.84%2025-12-312026-02-06 XLK SELECT SECTOR SPDR TR16.5K shares241.51%2025-12-312026-02-06 VEU VANGUARD INTL EQUITY INDEX F32.1K shares0.00%2025-12-312026-02-06 VWO VANGUARD INTL EQUITY INDEX F43.2K shares1.43%2025-12-312026-02-06 ALPHABET INC ALPHABET INC7.4K shares-31.26%2025-12-312026-02-06 V VISA INC5.4K shares-6.39%2025-12-312026-02-06 META META PLATFORMS INC2.9K shares-12.74%2025-12-312026-02-06 VTIP VANGUARD MALVERN FDS36.0K shares4.30%2025-12-312026-02-06 IBDR ISHARES TR68.3K shares0.30%2025-12-312026-02-06 COST COSTCO WHSL CORP NEW1.9K shares8.60%2025-12-312026-02-06 IWD ISHARES TR7.8K shares0.00%2025-12-312026-02-06 SGOV ISHARES TR16.3K shares40.15%2025-12-312026-02-06 PG PROCTER AND GAMBLE CO10.2K shares-4.86%2025-12-312026-02-06 TSLA TESLA INC3.1K shares-9.53%2025-12-312026-02-06 PEP PEPSICO INC9.3K shares-2.19%2025-12-312026-02-06 CINF CINCINNATI FINL CORP8.1K sharesnew addition2025-12-312026-02-06 IBDT ISHARES TR49.8K shares0.80%2025-12-312026-02-06 JNJ JOHNSON & JOHNSON5.6K shares0.80%2025-12-312026-02-06 DIS DISNEY WALT CO10.2K shares-1.55%2025-12-312026-02-06 NEE NEXTERA ENERGY INC14.3K shares1.35%2025-12-312026-02-06 IBDS ISHARES TR46.5K shares0.33%2025-12-312026-02-06 BROADCOM INC BROADCOM INC3.2K shares-11.77%2025-12-312026-02-06 IBDU ISHARES TR42.4K sharesnew addition2025-12-312026-02-06 LLY ELI LILLY & CO859 shares-14.53%2025-12-312026-02-06 GILD GILEAD SCIENCES INC7.3K shares3.36%2025-12-312026-02-06 WMT WALMART INC7.7K shares-4.17%2025-12-312026-02-06 FBND FIDELITY MERRIMACK STR TR18.2K shares0.00%2025-12-312026-02-06 TT TRANE TECHNOLOGIES PLC2.1K shares-0.76%2025-12-312026-02-06 LRGF ISHARES TR11.2K shares0.00%2025-12-312026-02-06 IBDV ISHARES TR34.8K shares1.18%2025-12-312026-02-06 GLD SPDR GOLD TR1.9K shares0.00%2025-12-312026-02-06 XOM EXXON MOBIL CORP6.2K shares59.18%2025-12-312026-02-06 HD HOME DEPOT INC2.1K shares-5.45%2025-12-312026-02-06 IBDW ISHARES TR33.2K shares0.00%2025-12-312026-02-06 MCD MCDONALDS CORP2.3K shares-1.85%2025-12-312026-02-06 MA MASTERCARD INCORPORATED1.1K shares-15.68%2025-12-312026-02-06 CVX CHEVRON CORP NEW4.0K shares-10.25%2025-12-312026-02-06 VT VANGUARD INTL EQUITY INDEX F4.2K sharesnew addition2025-12-312026-02-06 PFE PFIZER INC22.9K shares-4.70%2025-12-312026-02-06 IBM INTERNATIONAL BUSINESS MACHS1.9K shares52.60%2025-12-312026-02-06 RTX RTX CORPORATION2.9K shares-11.54%2025-12-312026-02-06 AXP AMERICAN EXPRESS CO1.4K shares-9.63%2025-12-312026-02-06 DFUS DIMENSIONAL ETF TRUST6.7K shares0.00%2025-12-312026-02-06 AVUS AMERICAN CENTY ETF TR4.2K shares-3.16%2025-12-312026-02-06 CAT CATERPILLAR INC806 shares-8.51%2025-12-312026-02-06 AMAT APPLIED MATLS INC1.8K shares-6.99%2025-12-312026-02-06 ABBV ABBVIE INC2.0K shares-15.46%2025-12-312026-02-06 JPST J P MORGAN EXCHANGE TRADED F8.7K sharesnew addition2025-12-312026-02-06 MO ALTRIA GROUP INC7.3K shares-2.12%2025-12-312026-02-06 ED CONSOLIDATED EDISON INC4.1K shares-2.39%2025-12-312026-02-06 CSCO CISCO SYS INC4.8K shares-9.00%2025-12-312026-02-06 QUAL ISHARES TR1.9K shares-38.46%2025-12-312026-02-06 PM PHILIP MORRIS INTL INC2.3K shares-5.75%2025-12-312026-02-06 IUSB ISHARES TR7.6K shares-53.59%2025-12-312026-02-06 VGT VANGUARD WORLD FD456 shares14.86%2025-12-312026-02-06 ESGV VANGUARD WORLD FD2.8K shares-14.38%2025-12-312026-02-06 GS GOLDMAN SACHS GROUP INC371 shares-15.87%2025-12-312026-02-06 ABT ABBOTT LABS2.5K shares-17.74%2025-12-312026-02-06 IBHG ISHARES TR13.4K shares0.00%2025-12-312026-02-06 APH AMPHENOL CORP NEW2.2K shares-26.02%2025-12-312026-02-06 HON HONEYWELL INTL INC1.5K shares4.72%2025-12-312026-02-06 IWM ISHARES TR1.1K shares1.15%2025-12-312026-02-06 CSX CSX CORP7.7K shares2.82%2025-12-312026-02-06 SHOP SHOPIFY INC1.7K shares0.00%2025-12-312026-02-06 LMT LOCKHEED MARTIN CORP575 shares21.05%2025-12-312026-02-06 AMGN AMGEN INC837 shares-9.71%2025-12-312026-02-06 TMO THERMO FISHER SCIENTIFIC INC469 shares-3.70%2025-12-312026-02-06 MS MORGAN STANLEY1.5K shares-31.06%2025-12-312026-02-06 IBHF ISHARES TR11.6K shares0.00%2025-12-312026-02-06 PRU PRUDENTIAL FINL INC2.3K sharesnew addition2025-12-312026-02-06 KO COCA COLA CO3.8K shares-18.90%2025-12-312026-02-06 JEPI J P MORGAN EXCHANGE TRADED F4.5K shares-24.13%2025-12-312026-02-06 UNH UNITEDHEALTH GROUP INC774 shares11.85%2025-12-312026-02-06 CRM SALESFORCE INC957 shares-11.39%2025-12-312026-02-06 AEP AMERICAN ELEC PWR CO INC2.2K shares4.06%2025-12-312026-02-06 IUSG ISHARES TR1.5K shares-7.47%2025-12-312026-02-06 DE DEERE & CO530 shares-11.52%2025-12-312026-02-06 VZ VERIZON COMMUNICATIONS INC5.9K shares-11.25%2025-12-312026-02-06 DHR DANAHER CORPORATION1.0K shares-17.46%2025-12-312026-02-06 IUSV ISHARES TR2.3K shares-9.48%2025-12-312026-02-06 ASML ASML HOLDING N V214 shares-14.40%2025-12-312026-02-06 ORCL ORACLE CORP1.1K shares-9.90%2025-12-312026-02-06 SUSA ISHARES TR1.6K shares-6.10%2025-12-312026-02-06 IJJ ISHARES TR1.7K shares0.00%2025-12-312026-02-06 IWB ISHARES TR583 shares0.00%2025-12-312026-02-06 SCHX SCHWAB STRATEGIC TR8.0K shares0.00%2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available