All Stocks Held By Baron Financial Group LLC

As of 03/31/2024, we find all stocks held by Baron Financial Group LLC to be as follows, presented in the table below with each row detailing each Baron Financial Group LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Baron Financial Group LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Baron Financial Group LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
SPDR S&P 500 ETF TR (SPY)	36,267	-1,469	$18,970
SPY	36,267	-1,469	$18,970
ISHARES TR (IWM)	80,365	-899	$16,901
IWM	80,365	-899	$16,901
VANGUARD MALVERN FDS (VTIP)	283,373	-5,845	$13,571
VTIP	283,373	-5,845	$13,571
INVESCO QQQ TR	24,303	-874	$10,791
QQQ	24,303	-874	$10,791
ISHARES TR (EFA)	76,412	-375	$6,102
EFA	76,412	-375	$6,102
SPDR SER TR (CWB)	81,267	+160	$5,936
CWB	81,267	+160	$5,936
INVESCO EXCH TRADED FD TR II (CGW)	97,360	+180	$5,406
CGW	97,360	+180	$5,406
VANGUARD INDEX FDS (VNQ)	60,295	+669	$5,214
VNQ	60,295	+669	$5,214
SPDR GOLD TR (GLD)	25,090	+160	$5,162
GLD	25,090	+160	$5,162
ISHARES TR (IWR)	53,922	+30	$4,534
IWR	53,922	+30	$4,534
ISHARES TR (IJR)	40,495	-1,950	$4,476
IJR	40,495	-1,950	$4,476
ISHARES TR (SUB)	42,630	-560	$4,465
SUB	42,630	-560	$4,465
VANGUARD WORLD FD (VHT)	15,982	-169	$4,323
VHT	15,982	-169	$4,323
ISHARES TR (IQLT)	108,640	+2,220	$4,309
IQLT	108,640	+2,220	$4,309
ISHARES TR (EEM)	102,499	-810	$4,211
EEM	102,499	-810	$4,211
ISHARES TR (ICVT)	50,015	+475	$3,993
ICVT	50,015	+475	$3,993
AMPLIFY ETF TR (DIVO)	82,760	+23,370	$3,218
DIVO	82,760	+23,370	$3,218
ISHARES TR (IWF)	9,217	-952	$3,107
IWF	9,217	-952	$3,107
ISHARES TR (ESGD)	37,220	-1,425	$2,974
ESGD	37,220	-1,425	$2,974
INDEXIQ ETF TR (QAI)	95,169	+6,149	$2,940
QAI	95,169	+6,149	$2,940
SPDR INDEX SHS FDS (SPDW)	69,791	-3,195	$2,501
SPDW	69,791	-3,195	$2,501
SPDR SER TR (BWX)	111,885	-9,025	$2,488
BWX	111,885	-9,025	$2,488
SPDR S&P MIDCAP 400 ETF TR (MDY)	4,413	-200	$2,456
MDY	4,413	-200	$2,456
ISHARES TR (IWD)	13,029	-975	$2,334
IWD	13,029	-975	$2,334
ISHARES INC (IEMG)	43,651	+4,280	$2,252
IEMG	43,651	+4,280	$2,252
VANGUARD CHARLOTTE FDS (BNDX)	44,528	+21,995	$2,190
BNDX	44,528	+21,995	$2,190
INVESCO EXCHANGE TRADED FD T (SPGP)	17,690	+316	$1,884
SPGP	17,690	+316	$1,884
ISHARES TR (IJH)	28,210	+22,637	$1,713
IJH	28,210	+22,637	$1,713
ISHARES INC (ESGE)	53,023	-3,554	$1,709
ESGE	53,023	-3,554	$1,709
VANGUARD INDEX FDS (VTI)	6,335	-300	$1,646
VTI	6,335	-300	$1,646
APPLE INC	9,468	-257	$1,624
AAPL	9,468	-257	$1,624
VANGUARD INDEX FDS (VB)	4,212	+980	$963
VB	4,212	+980	$963
MICROSOFT CORP	2,262	-45	$952
MSFT	2,262	-45	$952
EXXON MOBIL CORP	7,420	UNCH	$863
XOM	7,420	UNCH	$863
ISHARES TR (MTUM)	4,196	-9,420	$786
MTUM	4,196	-9,420	$786
INTERNATIONAL BUSINESS MACHS	3,337	+4	$637
IBM	3,337	+4	$637
VANGUARD BD INDEX FDS (BSV)	6,703	+60	$514
BSV	6,703	+60	$514
ISHARES TR (MUB)	4,765	-545	$513
MUB	4,765	-545	$513
ARES CAPITAL CORP	18,366	UNCH	$382
ARCC	18,366	UNCH	$382
AUTOMATIC DATA PROCESSING IN	1,485	-128	$371
ADP	1,485	-128	$371
VANGUARD WORLD FD (VGT)	653	UNCH	$342
VGT	653	UNCH	$342
JPMORGAN CHASE & CO	1,680	-50	$337
JPM	1,680	-50	$337
COLGATE PALMOLIVE CO	3,490	UNCH	$314
CL	3,490	UNCH	$314
MERCK & CO INC	1,993	UNCH	$263
MRK	1,993	UNCH	$263
JOHNSON & JOHNSON	1,612	-99	$255
JNJ	1,612	-99	$255
ABBVIE INC	1,393	UNCH	$254
ABBV	1,393	UNCH	$254
VANGUARD SPECIALIZED FUNDS (VIG)	1,367	UNCH	$250
VIG	1,367	UNCH	$250
ISHARES TR (IEFA)	3,116	UNCH	$231
IEFA	3,116	UNCH	$231
PROCTER AND GAMBLE CO	1,351	+1,351	$219
PG	1,351	+1,351	$219
ISHARES TR (DSI)	2,110	-135	$213
DSI	2,110	-135	$213
FIRST TR EXCH TRADED FD III			$0 (exited)
FPE	0	-13,385	$0
INVESCO ACTIVELY MANAGED ETF	0	-16,950	$0 (exited)
PHDG	0	-16,950	$0

See Summary: Baron Financial Group LLC Top Holdings
See Details: Top 10 Stocks Held By Baron Financial Group LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
PG	+1,351	+$219

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
PHDG	-16,950	-$580
FPE	-13,385	-$226

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
DIVO	+23,370	+$1,047
IJH	+22,637	+$168
BNDX	+21,995	+$1,078
QAI	+6,149	+$260
IEMG	+4,280	+$261
IQLT	+2,220	+$312
VB	+980	+$273
VNQ	+669	-$55
ICVT	+475	+$100
SPGP	+316	+$181

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
MTUM	-9,420	-$1,350
BWX	-9,025	-$315
VTIP	-5,845	-$164
ESGE	-3,554	-$105
SPDW	-3,195	+$19
IJR	-1,950	-$119
SPY	-1,469	+$1,034
ESGD	-1,425	+$55
IWD	-975	+$20

Baron Financial Group LLC Info

Size ($ in 1000's)
At 03/31/2024: $162,059
At 12/31/2023: $156,814

Baron Financial Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Baron Financial Group LLC 13F filings. Link to 13F filings: SEC filings

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