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CIK: 0001832093
Total reported value
$209.6M
$209.6M
50 檔
31.7%
At the close of Q1 2024, Baron Financial Group, LLC disclosed equity holdings valued at approximately $209.6M, spread across 50 reported holdings.
During Q1 2024, Baron Financial Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.71% | +0.41% | -3.89% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 10.43% | +0.52% | -1.11% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 8.37% | -0.56% | -2.02% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.66% | +0.88% | -3.47% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.77% | -0.23% | -0.49% | |
| 6 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 3.66% | +0.11% | +0.20% | |
| 7 | CGW | Invesco S&p Global Water Ind | ETF-Other | 3.34% | -0.28% | +0.19% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.22% | -0.14% | +1.12% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 3.19% | -0.97% | +0.64% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.80% | +0.63% | +0.06% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.76% | +0.05% | -4.59% | |
| 12 | SUB | Ishares Short-term National | ETF-Other | 2.75% | -0.28% | -1.30% | |
| 13 | VHT | Vanguard Health Care ETF | ETF-Other | 2.67% | -0.14% | -1.05% | |
| 14 | IQLT | Ishares Msci International Q | ETF-Other | 2.66% | -0.14% | +2.09% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.60% | +0.15% | -0.78% | |
| 16 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.46% | +0.14% | +0.96% | |
| 17 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.99% | -0.22% | +39.35% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.92% | +0.02% | -9.36% | |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.84% | -0.18% | -3.69% | |
| 20 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 1.81% | -0.08% | +6.91% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.54% | -0.03% | -4.38% | |
| 22 | BWX | State Street Spdr Bloomberg | ETF-Other | 1.54% | -0.06% | -7.46% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.52% | +0.01% | -4.34% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.44% | -0.03% | -6.96% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.39% | +0.02% | +10.87% | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.35% | -0.20% | +97.61% | |
| 27 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 1.16% | -0.04% | +1.82% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.06% | +0.03% | +406.19% | |
| 29 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 1.05% | -0.09% | -6.28% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | +0.01% | -4.52% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 1.00% | +0.01% | -2.64% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.59% | +0.05% | +30.32% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.59% | -0.04% | -1.95% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.17% | — | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.49% | +0.05% | -69.18% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.39% | +0.01% | +0.12% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.32% | -0.03% | +0.90% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.32% | -0.02% | -10.26% | |
| 39 | ARCC | Ares Capital CORP | Stock-Financials | 0.24% | -0.02% | — | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.23% | — | -7.94% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.21% | +0.05% | — | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | — | -2.89% | |
| 43 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.19% | -0.01% | — | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.16% | — | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | — | -5.79% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | +0.01% | — | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.15% | -0.01% | — | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.14% | -0.01% | — | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.14% | — | — | |
| 50 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.13% | +0.10% | NEW |
According to official SEC Form 13F filings, Baron Financial Group, LLC reported a total U.S. public equity portfolio value of $209.6M across 50 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IWM, VTIP) accounted for 31.7% of total reported equity market value during Q1 2024.
During Q1 2024, Baron Financial Group, LLC's top holdings by market value included SPY (11.7%)、IWM (10.4%)、VTIP (8.4%). The largest single position, SPY, represented 11.7% of total portfolio value.
In Q1 2024, Baron Financial Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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