Baron Financial Group, LLC
Q4 2024 13F Holdings
- Locationfair lawn, NJ
- Num holdings
50
- Value ($000)
$161,268
- Date Filed01/21/2025
- Form type13F-HR
- CIK0001832093
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $19.02M | 12 % | 32,457 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $16.49M | 10 % | 74,620 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $12.73M | 8 % | 262,890 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $11.29M | 7 % | 22,075 | ||
SPDR SER TR | BBG CONV SEC ETF | 78464A359 | $5.91M | 4 % | 75,900 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $5.71M | 4 % | 75,556 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $5.50M | 3 % | 22,735 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $5.23M | 3 % | 58,681 | ||
CGW INVESCO EXCH TRADED FD TR II | S&P GBL WATER | 46138E263 | $4.97M | 3 % | 91,688 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $4.84M | 3 % | 54,700 |
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