All Stocks Held By Baron Silver Stevens Financial Advisors LLC

As of 12/31/2023, we find all stocks held by Baron Silver Stevens Financial Advisors LLC to be as follows, presented in the table below with each row detailing each Baron Silver Stevens Financial Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Baron Silver Stevens Financial Advisors 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 Silver Stevens Financial Advisors LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
VANGUARD INDEX FDS (VTV)	249,265	-14,101	$37,265
VTV	249,265	-14,101	$37,265
ISHARES TR (IVV)	77,060	-1,984	$36,806
IVV	77,060	-1,984	$36,806
ISHARES TR (IWF)	119,982	-8,984	$36,375
IWF	119,982	-8,984	$36,375
VANGUARD INDEX FDS (VTI)	148,923	-2,515	$35,328
VTI	148,923	-2,515	$35,328
ISHARES TR (AGG)	278,068	+3,766	$27,598
AGG	278,068	+3,766	$27,598
VANGUARD SPECIALIZED FUNDS (VIG)	158,752	-3,356	$27,051
VIG	158,752	-3,356	$27,051
ISHARES TR (IJH)	76,167	-1,263	$21,110
IJH	76,167	-1,263	$21,110
VANGUARD BD INDEX FDS (BND)	263,237	+50,887	$19,361
BND	263,237	+50,887	$19,361
ISHARES TR (USMV)	234,624	-2,607	$18,308
USMV	234,624	-2,607	$18,308
ISHARES TR (IJR)	155,950	-6,643	$16,882
IJR	155,950	-6,643	$16,882
VANGUARD STAR FDS (VXUS)	261,347	+7,603	$15,148
VXUS	261,347	+7,603	$15,148
VANGUARD INDEX FDS (VUG)	48,387	-1,318	$15,043
VUG	48,387	-1,318	$15,043
ISHARES INC (ACWV)	139,665	-10,843	$14,015
ACWV	139,665	-10,843	$14,015
VANGUARD MUN BD FDS (VTEB)	272,835	-43,808	$13,928
VTEB	272,835	-43,808	$13,928
ISHARES TR (MUB)	104,198	-19,918	$11,296
MUB	104,198	-19,918	$11,296
VANGUARD INDEX FDS (VOO)	22,861	-227	$9,986
VOO	22,861	-227	$9,986
ISHARES TR (ITOT)	83,697	-3,132	$8,807
ITOT	83,697	-3,132	$8,807
ISHARES INC (IEMG)	170,574	+4,233	$8,628
IEMG	170,574	+4,233	$8,628
APPLE INC	43,022	-1,778	$8,283
AAPL	43,022	-1,778	$8,283
VANGUARD WHITEHALL FDS (VYM)	73,539	-4,372	$8,209
VYM	73,539	-4,372	$8,209
ISHARES TR (IXUS)	80,956	-5,478	$5,256
IXUS	80,956	-5,478	$5,256
J P MORGAN EXCHANGE TRADED F (JMUB)	97,963	+59,958	$4,992
JMUB	97,963	+59,958	$4,992
MICROSOFT CORP	12,547	-691	$4,718
MSFT	12,547	-691	$4,718
ISHARES TR (IEFA)	64,538	-603	$4,540
IEFA	64,538	-603	$4,540
VANGUARD INDEX FDS (VB)	18,016	+3,026	$3,843
VB	18,016	+3,026	$3,843
ISHARES TR (HDV)	33,856	-600	$3,453
HDV	33,856	-600	$3,453
VANGUARD INDEX FDS (VO)	12,791	+624	$2,976
VO	12,791	+624	$2,976
ISHARES TR (XT)	44,575	-2,009	$2,669
XT	44,575	-2,009	$2,669
SCHWAB STRATEGIC TR	33,635	+8,530	$2,561
SCHD	33,635	+8,530	$2,561
ISHARES TR (VLUE)	23,489	+23,489	$2,376
VLUE	23,489	+23,489	$2,376
J P MORGAN EXCHANGE TRADED F (JEPI)	42,439	-11,901	$2,333
JEPI	42,439	-11,901	$2,333
VANGUARD MALVERN FDS (VTIP)	48,726	-11,422	$2,314
VTIP	48,726	-11,422	$2,314
SPDR S&P 500 ETF TR (SPY)	4,225	-289	$2,008
SPY	4,225	-289	$2,008
VANGUARD WELLINGTON FD (VFMF)	15,551	+4,555	$1,786
VFMF	15,551	+4,555	$1,786
AMAZON COM INC	10,899	-1,328	$1,656
AMZN	10,899	-1,328	$1,656
VANGUARD INTL EQUITY INDEX F (VEU)	28,337	-3,000	$1,591
VEU	28,337	-3,000	$1,591
SELECT SECTOR SPDR TR (XLK)	7,890	UNCH	$1,519
XLK	7,890	UNCH	$1,519
ISHARES TR (IWD)	8,972	-381	$1,483
IWD	8,972	-381	$1,483
VANGUARD TAX MANAGED FDS (VEA)	27,720	+678	$1,328
VEA	27,720	+678	$1,328
ALPHABET INC	9,427	-3,415	$1,317
GOOGL	9,427	-3,415	$1,317
VANGUARD INTL EQUITY INDEX F (VWO)	30,618	-10,517	$1,258
VWO	30,618	-10,517	$1,258
NEXTERA ENERGY INC	20,021	-4,879	$1,216
NEE	20,021	-4,879	$1,216
JPMORGAN CHASE & CO	6,805	+472	$1,157
JPM	6,805	+472	$1,157
ISHARES TR (IBDQ)	46,231	+30,551	$1,145
IBDQ	46,231	+30,551	$1,145
GILEAD SCIENCES INC	12,970	-1,100	$1,051
GILD	12,970	-1,100	$1,051
ISHARES TR (IBDR)	41,915	+29,054	$1,002
IBDR	41,915	+29,054	$1,002
COSTCO WHSL CORP NEW	1,498	+5	$989
COST	1,498	+5	$989
META PLATFORMS INC	2,709	-2,000	$959
META	2,709	-2,000	$959
ALPHABET INC	6,523	-3,675	$919
GOOG	6,523	-3,675	$919
BERKSHIRE HATHAWAY INC DEL			$888
BRK.B	2,491	+179	$888
VISA INC	3,301	+258	$860
V	3,301	+258	$860
JOHNSON & JOHNSON	5,447	-369	$854
JNJ	5,447	-369	$854
PROCTER AND GAMBLE CO	5,456	+175	$800
PG	5,456	+175	$800
ISHARES TR (IBDS)	32,260	+32,260	$772
IBDS	32,260	+32,260	$772
ISHARES TR (IBDT)	28,277	+28,277	$709
IBDT	28,277	+28,277	$709
VANGUARD SCOTTSDALE FDS (VGIT)	11,760	+11,760	$698
VGIT	11,760	+11,760	$698
TESLA INC	2,655	-430	$660
TSLA	2,655	-430	$660
MERCK & CO INC	5,718	+190	$623
MRK	5,718	+190	$623
NVIDIA CORPORATION	1,238	+65	$613
NVDA	1,238	+65	$613
HOME DEPOT INC	1,703	+150	$590
HD	1,703	+150	$590
TRANE TECHNOLOGIES PLC	2,404	+210	$586
TT	2,404	+210	$586
PEPSICO INC	3,334	-149	$566
PEP	3,334	-149	$566
MCDONALDS CORP	1,865	+185	$553
MCD	1,865	+185	$553
ELI LILLY & CO	875	-137	$510
LLY	875	-137	$510
ISHARES TR (IBDP)	19,882	+4,070	$495
IBDP	19,882	+4,070	$495
VANGUARD INTL EQUITY INDEX F (VT)	3,995	+3,995	$411
VT	3,995	+3,995	$411
DANAHER CORPORATION	1,769	+35	$409
DHR	1,769	+35	$409
ISHARES TR (LRGF)	8,416	+82	$406
LRGF	8,416	+82	$406
UNITEDHEALTH GROUP INC	768	+331	$404
UNH	768	+331	$404
WALMART INC	2,533	+297	$399
WMT	2,533	+297	$399
J P MORGAN EXCHANGE TRADED F (JEPQ)	7,844	+7,844	$392
JEPQ	7,844	+7,844	$392
INVESCO QQQ TR	923	-825	$378
QQQ	923	-825	$378
VANGUARD WORLD FD (ESGV)	4,437	-573	$377
ESGV	4,437	-573	$377
MASTERCARD INCORPORATED	874	+330	$373
MA	874	+330	$373
DIMENSIONAL ETF TRUST (DFUS)	6,684	UNCH	$346
DFUS	6,684	UNCH	$346
PFIZER INC	11,795	-3,337	$340
PFE	11,795	-3,337	$340
DEERE & CO	848	-26	$339
DE	848	-26	$339
CHEVRON CORP NEW	2,259	UNCH	$337
CVX	2,259	UNCH	$337
ISHARES TR (IUSB)	7,290	+2,508	$336
IUSB	7,290	+2,508	$336
COMCAST CORP NEW	7,444	+615	$326
CMCSA	7,444	+615	$326
BROADCOM INC	283	UNCH	$316
AVGO	283	UNCH	$316
ALTRIA GROUP INC	7,332	+262	$296
MO	7,332	+262	$296
ABBVIE INC	1,904	-2,400	$295
ABBV	1,904	-2,400	$295
DISNEY WALT CO	3,209	-1,737	$290
DIS	3,209	-1,737	$290
DUKE ENERGY CORP NEW	2,994	UNCH	$290
DUK	2,994	UNCH	$290
ISHARES TR (IBTE)	12,044	+12,044	$287
IBTE	12,044	+12,044	$287
COCA COLA CO	4,850	+93	$286
KO	4,850	+93	$286
HONEYWELL INTL INC	1,349	UNCH	$283
HON	1,349	UNCH	$283
ISHARES TR (IJJ)	2,420	UNCH	$276
IJJ	2,420	UNCH	$276
LOCKHEED MARTIN CORP	610	+100	$276
LMT	610	+100	$276
CSX CORP	7,935	UNCH	$275
CSX	7,935	UNCH	$275
SPDR GOLD TR (GLD)	1,435	UNCH	$274
GLD	1,435	UNCH	$274
APPLIED MATLS INC	1,665	-2,500	$270
AMAT	1,665	-2,500	$270
CISCO SYS INC	5,277	UNCH	$267
CSCO	5,277	UNCH	$267
DIMENSIONAL ETF TRUST (DFAU)	8,030	+8,030	$267
DFAU	8,030	+8,030	$267
J P MORGAN EXCHANGE TRADED F (JPST)	4,993	-665	$251
JPST	4,993	-665	$251
THERMO FISHER SCIENTIFIC INC	470	+470	$249
TMO	470	+470	$249
ISHARES TR (IFRA)	5,980	+10	$241
IFRA	5,980	+10	$241
PHILIP MORRIS INTL INC	2,498	+140	$235
PM	2,498	+140	$235
ISHARES TR (IWM)	1,151	-183	$231
IWM	1,151	-183	$231
AMERICAN WTR WKS CO INC NEW	1,746	+1,746	$230
AWK	1,746	+1,746	$230
RTX CORPORATION	2,668	-749	$224
RTX	2,668	-749	$224
STARBUCKS CORP	2,276	+2,276	$219
SBUX	2,276	+2,276	$219
VERIZON COMMUNICATIONS INC	5,633	+5,633	$212
VZ	5,633	+5,633	$212
SALESFORCE INC	772	+772	$203
CRM	772	+772	$203
ADOBE INC			$0 (exited)
ADBE	0	-693	$0
BRISTOL MYERS SQUIBB CO			$0 (exited)
BMY	0	-3,603	$0
FORTINET INC			$0 (exited)
FTNT	0	-10,753	$0
GOLDMAN SACHS GROUP INC			$0 (exited)
GS	0	-700	$0
ISHARES TR			$0 (exited)
IBDU	0	-12,336	$0
INTUITIVE SURGICAL INC			$0 (exited)
ISRG	0	-1,032	$0
ISHARES TR			$0 (exited)
IUSV	0	-3,057	$0
PALO ALTO NETWORKS INC			$0 (exited)
PANW	0	-1,479	$0
ISHARES TR			$0 (exited)
PFF	0	-8,013	$0
VANECK ETF TRUST			$0 (exited)
SMH	0	-2,150	$0
S&P GLOBAL INC			$0 (exited)
SPGI	0	-586	$0
TEXAS INSTRS INC			$0 (exited)
TXN	0	-2,007	$0
VANGUARD SCOTTSDALE FDS			$0 (exited)
VCIT	0	-2,901	$0
SELECT SECTOR SPDR TR	0	-1,320	$0 (exited)
XLY	0	-1,320	$0

See Summary: Baron Silver Stevens Financial Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Baron Silver Stevens Financial Advisors LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
VLUE	+23,489	+$2,376
IBDS	+32,260	+$772
IBDT	+28,277	+$709
VGIT	+11,760	+$698
VT	+3,995	+$411
JEPQ	+7,844	+$392
IBTE	+12,044	+$287
DFAU	+8,030	+$267
TMO	+470	+$249
AWK	+1,746	+$230

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
FTNT	-10,753	-$631
ADBE	-693	-$353
PANW	-1,479	-$347
TXN	-2,007	-$319
SMH	-2,150	-$312
ISRG	-1,032	-$302
IBDU	-12,336	-$270
PFF	-8,013	-$242
IUSV	-3,057	-$228
GS	-700	-$226

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
JMUB	+59,958	+$3,154
BND	+50,887	+$4,543
IBDQ	+30,551	+$763
IBDR	+29,054	+$702
SCHD	+8,530	+$785
VXUS	+7,603	+$1,568
VFMF	+4,555	+$651
IEMG	+4,233	+$712
IBDP	+4,070	+$104
AGG	+3,766	+$1,803

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
VTEB	-43,808	-$1,303
MUB	-19,918	-$1,431
VTV	-14,101	+$939
JEPI	-11,901	-$577
VTIP	-11,422	-$530
ACWV	-10,843	-$346
VWO	-10,517	-$355
IWF	-8,984	+$2,071
IJR	-6,643	+$1,545

Baron Silver Stevens Financial Advisors LLC Info

Size ($ in 1000's)
At 12/31/2023: $476,735
At 09/30/2023: $441,905

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

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