BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    boca raton, FL
  • CIK
    0001851395
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

127

$589.25M
IVV, IWF, VTV, VTI
13F-HR
Jan 17, 2025
000117266125000267

120

$572.77M
VTV, IVV, IWF, VTI
13F-HR
Oct 28, 2024
000117266124004381

112

$527.47M
IVV, IWF, VTV, VTI
13F-HR
Jul 18, 2024
000117266124002824

127

$517.41M
IVV, VTV, IWF, VTI
13F-HR
May 2, 2024
000117266124001991

105

$476.74M
VTV, IVV, IWF, VTI
13F-HR
Feb 7, 2024
000117266124000510

106

$441.91M
VTV, IWF, IVV, VTI
13F-HR
Oct 31, 2023
000117266123003550

109

$455.83M
IWF, IVV, VTV, VTI
13F-HR
Jul 24, 2023
000117266123002605

102

$384.13M
IVV, VTV, VTI, IWF
13F-HR
Apr 18, 2023
000117266123001716

97

$406.54M
VTV, IVV, IWF, VTI
13F-HR
Jan 30, 2023
000117266123000351

103

$367.28M
VANGUARD WORLD FDS, IXUS, IWB, VANGUARD STAR FDS
13F-HR
Nov 2, 2022
000160658722002101

104

$386.65M
VTV, IVV, IWF, VTI
13F-HR
Jul 26, 2022
000160658722001466

95

$426.57M
IWF, IVV, VTV, VTI
13F-HR
May 3, 2022
000160658722000875

78

$422.81M
IWF, IVV, VTI, VTV
13F-HR
Jan 31, 2022
000160658722000185

74

$375.14M
IWF, IVV, VTI, USMV
13F-HR
Nov 12, 2021
000160658721001592

87

$368.65M
USMV, IWF, IVV, VTI
13F-HR
Jul 27, 2021
000160658721000912

48

$183.87M
USMV, IVV, ACWV, IJH
13F-HR
Apr 27, 2021
000160658721000443

540

$292.13M
USMV, IWF, IVV, VTI
13F-HR
Mar 19, 2021
000160658721000368
Baron Silver Stevens Financial Advisors, Llc 13F Filings