The Analysis of BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's Holdings


Currently, BARON SILVER STEVENS FINANCIAL ADVISORS, LLC holds 146 types of securities in its portfolio with a total value $683.2M. In the most recent quarter, they have increased their positions in IVV (+4.7K shares, valued at $3.1M), JMUB (+49.2K shares, valued at $2.5M), MSFT (+4.7K shares, valued at $2.4M); decreased their positions in VUG (-5.3K shares, valued at $2.6M), XLK (-3.5K shares, valued at $985.7K), VTEB (-17.9K shares, valued at $895.7K); initiated new positions in ED (+4.2K shares, valued at $424.0K), APH (+3.0K shares, valued at $370.0K), ORCL (+1.3K shares, valued at $358.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES TR86.1K shares5.77%2025-09-302025-10-28history
IWF ISHARES TR116.2K shares3.15%2025-09-302025-10-28history
VTV VANGUARD INDEX FDS270.5K shares3.12%2025-09-302025-10-28history
VTI VANGUARD INDEX FDS146.3K shares0.70%2025-09-302025-10-28history
VIG VANGUARD SPECIALIZED FUNDS174.8K shares4.45%2025-09-302025-10-28history
AGG ISHARES TR373.6K shares4.16%2025-09-302025-10-28history
BND VANGUARD BD INDEX FDS344.5K shares5.55%2025-09-302025-10-28history
IJH ISHARES TR378.5K shares0.52%2025-09-302025-10-28history
Sponsored
USMV ISHARES TR227.9K shares0.49%2025-09-302025-10-28history
VXUS VANGUARD STAR FDS293.0K shares2.45%2025-09-302025-10-28history
VUG VANGUARD INDEX FDS43.9K shares-10.84%2025-09-302025-10-28history
IJR ISHARES TR167.3K shares1.56%2025-09-302025-10-28history
AAPL APPLE INC70.7K shares8.53%2025-09-302025-10-28history
ACWV ISHARES INC139.6K shares5.09%2025-09-302025-10-28history
ITOT ISHARES TR97.1K shares1.12%2025-09-302025-10-28history
VOO VANGUARD INDEX FDS21.5K shares-4.79%2025-09-302025-10-28history
Sponsored
IEMG ISHARES INC198.8K shares10.20%2025-09-302025-10-28history
IXUS ISHARES TR124.8K shares5.50%2025-09-302025-10-28history
JMUB J P MORGAN EXCHANGE TRADED F195.3K shares33.67%2025-09-302025-10-28history
MSFT MICROSOFT CORP17.8K shares35.74%2025-09-302025-10-28history
VTEB VANGUARD MUN BD FDS184.1K shares-8.86%2025-09-302025-10-28history
VYM VANGUARD WHITEHALL FDS65.3K shares-0.76%2025-09-302025-10-28history
MUB ISHARES TR85.9K shares-5.63%2025-09-302025-10-28history
IEFA ISHARES TR83.8K shares11.66%2025-09-302025-10-28history
Sponsored
VB VANGUARD INDEX FDS22.0K shares1.44%2025-09-302025-10-28history
SCHD SCHWAB STRATEGIC TR199.7K shares8.11%2025-09-302025-10-28history
VGIT VANGUARD SCOTTSDALE FDS87.1K shares1.98%2025-09-302025-10-28history
VO VANGUARD INDEX FDS16.5K shares0.93%2025-09-302025-10-28history
DFAU DIMENSIONAL ETF TRUST95.4K shares7.43%2025-09-302025-10-28history
VFMF VANGUARD WELLINGTON FD29.0K shares21.11%2025-09-302025-10-28history
HDV ISHARES TR27.3K shares-0.81%2025-09-302025-10-28history
NVDA NVIDIA CORPORATION17.0K shares-6.75%2025-09-302025-10-28history
Sponsored
XT ISHARES TR40.1K shares-0.97%2025-09-302025-10-28history
AMZN AMAZON COM INC12.9K shares-2.94%2025-09-302025-10-28history
SPY SPDR S&P 500 ETF TR4.0K shares0.17%2025-09-302025-10-28history
JPM JPMORGAN CHASE & CO.8.3K shares-3.42%2025-09-302025-10-28history
GOOG ALPHABET INC10.7K shares30.14%2025-09-302025-10-28history
GOOGL ALPHABET INC10.2K shares-3.56%2025-09-302025-10-28history
VLUE ISHARES TR19.3K shares-12.98%2025-09-302025-10-28history
META META PLATFORMS INC3.3K shares3.36%2025-09-302025-10-28history
Sponsored
VWO VANGUARD INTL EQUITY INDEX F42.6K shares0.94%2025-09-302025-10-28history
VEU VANGUARD INTL EQUITY INDEX F32.1K shares0.09%2025-09-302025-10-28history
VEA VANGUARD TAX-MANAGED FDS34.4K shares0.96%2025-09-302025-10-28history
V VISA INC5.8K shares-1.59%2025-09-302025-10-28history
VTIP VANGUARD MALVERN FDS34.5K shares3.21%2025-09-302025-10-28history
BRK.B BERKSHIRE HATHAWAY INC DEL3.4K shares-1.25%2025-09-302025-10-28history
IBDQ ISHARES TR67.5K shares0.23%2025-09-302025-10-28history
IBDR ISHARES TR68.1K shares0.22%2025-09-302025-10-28history
Sponsored
PG PROCTER AND GAMBLE CO10.7K shares5.60%2025-09-302025-10-28history
COST COSTCO WHSL CORP NEW1.8K shares-1.68%2025-09-302025-10-28history
IWD ISHARES TR7.8K shares-0.33%2025-09-302025-10-28history
TSLA TESLA INC3.5K shares-7.31%2025-09-302025-10-28history
XLK SELECT SECTOR SPDR TR4.8K shares-41.92%2025-09-302025-10-28history
PEP PEPSICO INC9.5K shares152.11%2025-09-302025-10-28history
IBDT ISHARES TR49.4K shares1.36%2025-09-302025-10-28history
AVGO BROADCOM INC3.6K shares-2.77%2025-09-302025-10-28history
Sponsored
DIS DISNEY WALT CO10.4K shares244.58%2025-09-302025-10-28history
SGOV ISHARES TR11.6K shares11.34%2025-09-302025-10-28history
IBDS ISHARES TR46.4K shares0.11%2025-09-302025-10-28history
NEE NEXTERA ENERGY INC14.1K shares-6.53%2025-09-302025-10-28history
JNJ JOHNSON & JOHNSON5.6K shares-1.18%2025-09-302025-10-28history
HD HOME DEPOT INC2.2K shares-2.22%2025-09-302025-10-28history
TT TRANE TECHNOLOGIES PLC2.1K shares-14.59%2025-09-302025-10-28history
FBND FIDELITY MERRIMACK STR TR18.2K shares0.00%2025-09-302025-10-28history
Sponsored
WMT WALMART INC8.1K shares-4.37%2025-09-302025-10-28history
GILD GILEAD SCIENCES INC7.0K shares-0.75%2025-09-302025-10-28history
LRGF ISHARES TR11.2K shares0.00%2025-09-302025-10-28history
LLY ELI LILLY & CO1.0K shares8.41%2025-09-302025-10-28history
IUSB ISHARES TR16.4K shares-7.90%2025-09-302025-10-28history
IBDV ISHARES TR34.4K shares0.16%2025-09-302025-10-28history
MA MASTERCARD INCORPORATED1.3K shares-0.90%2025-09-302025-10-28history
MCD MCDONALDS CORP2.3K shares-2.19%2025-09-302025-10-28history
Sponsored
IBDW ISHARES TR33.2K shares0.00%2025-09-302025-10-28history
CVX CHEVRON CORP NEW4.4K shares13.44%2025-09-302025-10-28history
GLD SPDR GOLD TR1.9K shares0.31%2025-09-302025-10-28history
PFE PFIZER INC24.0K shares144.42%2025-09-302025-10-28history
QUAL ISHARES TR3.0K shares-2.03%2025-09-302025-10-28history
RTX RTX CORPORATION3.3K shares0.73%2025-09-302025-10-28history
ABBV ABBVIE INC2.4K shares-1.04%2025-09-302025-10-28history
QQQ INVESCO QQQ TR900 shares0.00%2025-09-302025-10-28history
Sponsored
AXP AMERICAN EXPRESS CO1.6K shares0.00%2025-09-302025-10-28history
MO ALTRIA GROUP INC7.4K shares-6.02%2025-09-302025-10-28history
DFUS DIMENSIONAL ETF TRUST6.7K shares0.00%2025-09-302025-10-28history
AVUS AMERICAN CENTY ETF TR4.4K shares3.26%2025-09-302025-10-28history
XOM EXXON MOBIL CORP3.9K shares21.84%2025-09-302025-10-28history
IVE ISHARES TR2.1K shares1.08%2025-09-302025-10-28history
ED CONSOLIDATED EDISON INC4.2K sharesnew addition2025-09-302025-10-28history
CAT CATERPILLAR INC881 shares4.14%2025-09-302025-10-28history
Sponsored
DUK DUKE ENERGY CORP NEW3.3K shares4.06%2025-09-302025-10-28history
ABT ABBOTT LABS3.0K shares77.52%2025-09-302025-10-28history
COWZ PACER FDS TR6.9K shares0.00%2025-09-302025-10-28history
AMAT APPLIED MATLS INC1.9K shares1.58%2025-09-302025-10-28history
PM PHILIP MORRIS INTL INC2.4K shares-13.96%2025-09-302025-10-28history
ESGV VANGUARD WORLD FD3.2K shares0.00%2025-09-302025-10-28history
APH AMPHENOL CORP NEW3.0K sharesnew addition2025-09-302025-10-28history
CSCO CISCO SYS INC5.3K shares0.55%2025-09-302025-10-28history
Sponsored
ORCL ORACLE CORP1.3K sharesnew addition2025-09-302025-10-28history
MRK MERCK & CO INC4.2K shares-13.21%2025-09-302025-10-28history
IBM INTERNATIONAL BUSINESS MACHS1.3K shares-15.42%2025-09-302025-10-28history
GS GOLDMAN SACHS GROUP INC441 shares8.35%2025-09-302025-10-28history
MS MORGAN STANLEY2.2K shares0.09%2025-09-302025-10-28history
JEPI J P MORGAN EXCHANGE TRADED F5.9K shares-7.76%2025-09-302025-10-28history
IAU ISHARES GOLD TR4.5K shares10.61%2025-09-302025-10-28history
IVW ISHARES TR2.7K shares-4.45%2025-09-302025-10-28history
Sponsored
KO COCA COLA CO4.7K shares1.46%2025-09-302025-10-28history
HON HONEYWELL INTL INC1.4K shares1.34%2025-09-302025-10-28history
IBHG ISHARES TR13.4K shares5.24%2025-09-302025-10-28history
VGT VANGUARD WORLD FD397 shares2.32%2025-09-302025-10-28history
VZ VERIZON COMMUNICATIONS INC6.7K shares22.65%2025-09-302025-10-28history
DYNF BLACKROCK ETF TRUST4.9K shares17.53%2025-09-302025-10-28history
ACN ACCENTURE PLC IRELAND1.2K shares-2.00%2025-09-302025-10-28history
GD GENERAL DYNAMICS CORP852 shares20.85%2025-09-302025-10-28history
Sponsored
ESGU ISHARES TR1.9K shares16.43%2025-09-302025-10-28history
IWM ISHARES TR1.1K shares0.89%2025-09-302025-10-28history
DE DEERE & CO599 shares-25.77%2025-09-302025-10-28history
PGR PROGRESSIVE CORP1.1K shares-3.23%2025-09-302025-10-28history
IBHF ISHARES TR11.6K shares5.87%2025-09-302025-10-28history
CSX CSX CORP7.5K shares-4.02%2025-09-302025-10-28history
TXN TEXAS INSTRS INC1.4K shares-8.03%2025-09-302025-10-28history
IUSG ISHARES TR1.6K shares0.00%2025-09-302025-10-28history
Sponsored
AMGN AMGEN INC927 shares0.00%2025-09-302025-10-28history
SHOP SHOPIFY INC1.7K shares0.00%2025-09-302025-10-28history
IUSV ISHARES TR2.6K shares0.00%2025-09-302025-10-28history
CRM SALESFORCE INC1.1K shares-3.14%2025-09-302025-10-28history
DHR DANAHER CORPORATION1.3K shares-3.80%2025-09-302025-10-28history
NFLX NETFLIX INC207 shares0.49%2025-09-302025-10-28history
ASML ASML HOLDING N V250 shares-21.14%2025-09-302025-10-28history
UNH UNITEDHEALTH GROUP INC692 shares-32.49%2025-09-302025-10-28history
Sponsored
LMT LOCKHEED MARTIN CORP475 shares-9.52%2025-09-302025-10-28history
TMO THERMO FISHER SCIENTIFIC INC487 shares-19.24%2025-09-302025-10-28history
AEP AMERICAN ELEC PWR CO INC2.1K shares-0.05%2025-09-302025-10-28history
EFV ISHARES TR3.4K shares-17.99%2025-09-302025-10-28history
SUSA ISHARES TR1.7K shares-4.16%2025-09-302025-10-28history
TPYP TORTOISE CAPITAL SERIES TRUS6.2K shares0.00%2025-09-302025-10-28history
BA BOEING CO1.0K shares-0.39%2025-09-302025-10-28history
MSI MOTOROLA SOLUTIONS INC482 shares0.00%2025-09-302025-10-28history
Sponsored
UNP UNION PAC CORP929 shares-9.10%2025-09-302025-10-28history
IJJ ISHARES TR1.7K shares-0.06%2025-09-302025-10-28history
PLTR PALANTIR TECHNOLOGIES INC1.2K sharesnew addition2025-09-302025-10-28history
WMB WILLIAMS COS INC3.4K shares1.21%2025-09-302025-10-28history
IWB ISHARES TR583 sharesnew addition2025-09-302025-10-28history
SCHX SCHWAB STRATEGIC TR8.0K sharesnew addition2025-09-302025-10-28history
OEF ISHARES TR619 sharesnew addition2025-09-302025-10-28history
BLK BLACKROCK INC175 sharesnew addition2025-09-302025-10-28history
Sponsored
LOW LOWES COS INC814 shares-9.86%2025-09-302025-10-28history
T AT&T INC7.1K shares2.62%2025-09-302025-10-28history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available