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CIK: 0001832093
Total reported value
$209.6M
$209.6M
47 檔
31.5%
In Q3 2024, Baron Financial Group, LLC's U.S. equity holdings reached a combined market value of $209.6M, distributed across 47 disclosed stock positions.
In Q3 2024, Baron Financial Group, LLC adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 0 holdings to manage risk exposure.
| # | 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 | 11.60% | +0.41% | -4.38% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 10.22% | +0.52% | -2.41% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 8.07% | -0.56% | -3.45% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.73% | +0.88% | -3.31% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.73% | -0.23% | -1.46% | |
| 6 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 3.60% | +0.11% | -2.60% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.50% | -0.14% | -3.73% | |
| 8 | CGW | Invesco S&p Global Water Ind | ETF-Other | 3.44% | -0.28% | -3.00% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 3.43% | -0.97% | -3.40% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.94% | +0.63% | +0.86% | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.76% | +0.15% | -1.51% | |
| 12 | VHT | Vanguard Health Care ETF | ETF-Other | 2.66% | -0.14% | -2.44% | |
| 13 | IQLT | Ishares Msci International Q | ETF-Other | 2.64% | -0.14% | -1.62% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.61% | +0.05% | -4.28% | |
| 15 | SUB | Ishares Short-term National | ETF-Other | 2.56% | -0.28% | -2.13% | |
| 16 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.50% | +0.14% | -0.67% | |
| 17 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 2.26% | -0.22% | +3.73% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.93% | +0.02% | -2.77% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.89% | -0.20% | +7.85% | |
| 20 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 1.80% | -0.08% | -2.51% | |
| 21 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.78% | -0.18% | -2.03% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.54% | +0.02% | -1.32% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.48% | -0.03% | -3.59% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.47% | +0.01% | -2.28% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.44% | -0.03% | -2.82% | |
| 26 | BWX | State Street Spdr Bloomberg | ETF-Other | 1.39% | -0.06% | -5.27% | |
| 27 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 1.16% | -0.04% | -0.49% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | +0.01% | — | |
| 29 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 1.06% | -0.09% | -2.14% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.01% | +0.03% | -4.24% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.98% | +0.01% | -2.38% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.88% | +0.05% | +5.37% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.04% | +6.44% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.17% | — | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.45% | +0.01% | +0.12% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.37% | +0.05% | -8.20% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.31% | -0.03% | -1.28% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.30% | -0.02% | -5.25% | |
| 39 | ARCC | Ares Capital CORP | Stock-Financials | 0.24% | -0.02% | +0.69% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.23% | +0.05% | -2.30% | |
| 41 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.22% | -0.01% | — | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.17% | -0.01% | — | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.15% | +0.01% | — | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.15% | -0.01% | +0.16% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.14% | — | +0.12% | |
| 46 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.13% | +0.10% | NEW | |
| 47 | BTE | Baytex Energy CORP | Stock-Other | 0.02% | — | — |
According to official SEC Form 13F filings, Baron Financial Group, LLC reported a total U.S. public equity portfolio value of $209.6M across 47 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IWM, VTIP) accounted for 31.5% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
SPY
前期市值: $18.8M
During Q3 2024, Baron Financial Group, LLC's top holdings by market value included SPY (11.6%)、IWM (10.2%)、VTIP (8.1%). The largest single position, SPY, represented 11.6% of total portfolio value.
In Q3 2024, Baron Financial Group, LLC made 41 total portfolio adjustments, initiating 0 new buys, adding to 9 positions, trimming 32 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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