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CIK: 0001832093
Total reported value
$209.6M
$209.6M
50 檔
31.2%
At the close of Q4 2024, Baron Financial Group, LLC disclosed equity holdings valued at approximately $209.6M, spread across 50 reported holdings.
During Q4 2024, Baron Financial Group, LLC performed routine portfolio adjustments (3 new buys, 19 additions, 22 trims, and 0 full exits), keeping overall allocation balanced.
| # | 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 | 11.80% | +0.41% | -1.84% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 10.22% | +0.52% | -1.37% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 7.89% | -0.56% | -1.74% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.00% | +0.88% | -2.14% | |
| 5 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 3.67% | +0.11% | -1.25% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.54% | -0.23% | +3.68% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 3.41% | -0.97% | -1.57% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.24% | -0.14% | -0.01% | |
| 9 | CGW | Invesco S&p Global Water Ind | ETF-Other | 3.08% | -0.28% | -0.28% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 3.00% | +0.63% | +0.31% | |
| 11 | SUB | Ishares Short-term National | ETF-Other | 2.61% | -0.28% | +1.14% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.60% | -0.20% | +38.66% | |
| 13 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 2.57% | +0.14% | -0.22% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 2.55% | +0.15% | +0.13% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.52% | +0.05% | -3.24% | |
| 16 | IQLT | Ishares Msci International Q | ETF-Other | 2.42% | -0.14% | +1.21% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-Other | 2.39% | -0.14% | -1.59% | |
| 18 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 2.38% | -0.22% | +5.58% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.06% | +0.02% | -1.66% | |
| 20 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 1.81% | -0.08% | +1.39% | |
| 21 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.61% | -0.18% | -1.83% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.47% | +0.01% | -1.24% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.45% | +0.02% | +2.15% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.39% | -0.03% | -2.14% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.37% | -0.03% | +0.69% | |
| 26 | BWX | State Street Spdr Bloomberg | ETF-Other | 1.36% | -0.06% | +5.48% | |
| 27 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 1.19% | -0.04% | +0.25% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.13% | +0.01% | -0.79% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 1.07% | +0.01% | +0.03% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.00% | +0.03% | -2.61% | |
| 31 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.98% | -0.09% | -1.28% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.97% | +0.05% | +7.25% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.04% | +0.05% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.46% | +0.01% | +0.09% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.17% | — | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.38% | +0.05% | -1.01% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.31% | -0.03% | -0.16% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.30% | -0.02% | -0.22% | |
| 39 | ARCC | Ares Capital CORP | Stock-Financials | 0.26% | -0.02% | +1.41% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.25% | +0.05% | — | |
| 41 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.20% | -0.01% | — | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.17% | +0.10% | NEW | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.17% | -0.01% | — | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.15% | — | — | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.14% | +0.01% | +3.23% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.14% | -0.01% | +3.19% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.14% | — | — | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.13% | — | — | |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.13% | +0.10% | NEW | |
| 50 | 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 50 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IWM, VTIP) accounted for 31.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
VUG
市值: $279.5K
Top Position Liquidated / Trimmed
SPY
前期市值: $19.0M
During Q4 2024, Baron Financial Group, LLC's top holdings by market value included SPY (11.8%)、IWM (10.2%)、VTIP (7.9%). The largest single position, SPY, represented 11.8% of total portfolio value.
In Q4 2024, Baron Financial Group, LLC made 44 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 22 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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