The Analysis of Baron Financial Group, LLC's Holdings
Currently, Baron Financial Group, LLC holds 57 types of securities in its portfolio with a total value $186.5M. In the most recent quarter, they have increased their positions in N/A (+5.9K shares, valued at $684.5K), NVDA (+3.4K shares, valued at $627.0K), XLU (+9.3K shares, valued at $397.2K); decreased their positions in GLD (-1.6K shares, valued at $649.2K), SPY (-561 shares, valued at $382.6K), N/A (-485 shares, valued at $297.9K); initiated new positions in N/A (+5.9K shares, valued at $684.5K), NVDA (+3.4K shares, valued at $627.0K), XLU (+9.3K shares, valued at $397.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR32.1K shares-1.72%2025-12-312026-01-09
IWM ISHARES TR73.7K shares-0.39%2025-12-312026-01-09 VTIP VANGUARD MALVERN FDS256.5K shares-1.36%2025-12-312026-01-09 EFA ISHARES TR75.2K shares-0.18%2025-12-312026-01-09 GLD SPDR GOLD TR17.7K shares-8.46%2025-12-312026-01-09 CWB SPDR SERIES TRUST72.5K shares-1.45%2025-12-312026-01-09 IWR ISHARES TR65.0K shares4.12%2025-12-312026-01-09 VNQ VANGUARD INDEX FDS62.0K shares4.65%2025-12-312026-01-09 CGW INVESCO EXCH TRADED FD TR II84.8K shares-2.90%2025-12-312026-01-09 EEM ISHARES TR97.3K shares-2.02%2025-12-312026-01-09 BNDX VANGUARD CHARLOTTE FDS105.4K shares7.52%2025-12-312026-01-09 ICVT ISHARES TR49.7K shares-0.63%2025-12-312026-01-09 IQLT ISHARES TR102.1K shares-1.97%2025-12-312026-01-09 DIVO AMPLIFY ETF TR103.0K shares1.45%2025-12-312026-01-09 SUB ISHARES TR40.9K shares4.73%2025-12-312026-01-09 VHT VANGUARD WORLD FD14.5K shares-2.63%2025-12-312026-01-09 IJR ISHARES TR31.7K shares-5.37%2025-12-312026-01-09 IWF ISHARES TR7.5K shares-1.19%2025-12-312026-01-09 QAI NEW YORK LIFE INVESTMENTS ET96.7K shares1.48%2025-12-312026-01-09 ESGD ISHARES TR32.9K shares-0.44%2025-12-312026-01-09 BWX SPDR SERIES TRUST132.6K shares9.26%2025-12-312026-01-09 VB VANGUARD INDEX FDS11.3K shares2.29%2025-12-312026-01-09 IEMG ISHARES INC42.3K shares-3.96%2025-12-312026-01-09 SPDW SPDR INDEX SHS FDS60.9K shares-1.09%2025-12-312026-01-09 IWD ISHARES TR11.5K shares-1.33%2025-12-312026-01-09 MDY SPDR S&P MIDCAP 400 ETF TR3.9K shares-0.23%2025-12-312026-01-09 SPGP INVESCO EXCHANGE TRADED FD T18.6K shares-0.24%2025-12-312026-01-09 AAPL APPLE INC7.8K shares4.58%2025-12-312026-01-09 ESGE ISHARES INC45.5K shares-1.91%2025-12-312026-01-09 VTI VANGUARD INDEX FDS6.0K shares-0.67%2025-12-312026-01-09 IJH ISHARES TR23.5K shares-4.67%2025-12-312026-01-09 MSFT MICROSOFT CORP1.8K shares-0.38%2025-12-312026-01-09 XOM EXXON MOBIL CORP6.7K shares0.98%2025-12-312026-01-09 IBM INTERNATIONAL BUSINESS MACHS2.6K shares-0.56%2025-12-312026-01-09 CITIGROUP INC CITIGROUP INC5.9K sharesnew addition2025-12-312026-01-09 NVDA NVIDIA CORPORATION3.4K sharesnew addition2025-12-312026-01-09 ARCC ARES CAPITAL CORP26.0K shares0.00%2025-12-312026-01-09 SRVR PACER FDS TR17.4K shares80.99%2025-12-312026-01-09 BSV VANGUARD BD INDEX FDS6.3K shares3.50%2025-12-312026-01-09 VGT VANGUARD WORLD FD628 shares-1.57%2025-12-312026-01-09 XLU SELECT SECTOR SPDR TR9.3K sharesnew addition2025-12-312026-01-09 MTUM ISHARES TR1.6K shares-1.27%2025-12-312026-01-09 VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2025-12-312026-01-09 ABBV ABBVIE INC1.3K shares0.00%2025-12-312026-01-09 IEFA ISHARES TR3.3K shares-0.45%2025-12-312026-01-09 CL COLGATE PALMOLIVE CO3.4K shares0.00%2025-12-312026-01-09 VEA VANGUARD TAX-MANAGED FDS4.3K sharesnew addition2025-12-312026-01-09 JPM JPMORGAN CHASE & CO.815 shares0.00%2025-12-312026-01-09 MUB ISHARES TR2.4K shares-45.80%2025-12-312026-01-09 VUG VANGUARD INDEX FDS499 shares-7.42%2025-12-312026-01-09 GRID FIRST TR EXCHANGE TRADED FD1.5K sharesnew addition2025-12-312026-01-09 ADP AUTOMATIC DATA PROCESSING IN848 shares0.00%2025-12-312026-01-09 DSI ISHARES TR1.6K sharesnew addition2025-12-312026-01-09 ICLN ISHARES TR10.5K sharesnew addition2025-12-312026-01-09 BATT AMPLIFY ETF TR11.6K sharesnew addition2025-12-312026-01-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available