Baron Financial Group, LLC
Q1 2025 13F Holdings
- Locationfair lawn, NJ
- Num holdings
47
- Value ($000)
$158,973
- Date Filed04/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $18.19 M | 11 % | 32,519 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $14.79 M | 9 % | 74,133 | ||
VTIP VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | $13.08 M | 8 % | 262,175 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $10.29 M | 7 % | 21,933 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $6.45 M | 4 % | 22,373 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $6.26 M | 4 % | 76,574 | ||
SPDR SER TR | BBG CONV SEC ETF | 78464A359 | $5.73 M | 4 % | 74,773 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $5.33 M | 3 % | 58,835 | ||
CGW INVESCO EXCH TRADED FD TR II | S&P GBL WATER | 46138E263 | $5.07 M | 3 % | 91,112 | ||
IWR ISHARES TR | RUS MID CAP ETF | 464287499 | $4.95 M | 3 % | 58,129 |
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