Baron Financial Group, LLC Portfolio Holdings
Q3 2025•50 long positions•$182.5M portfolio value
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Holding51 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $21.8M 11.94% | +$42.6K Bought | — 32.7K shares | 32.6K → 32.7K +$42.6K | +0.2% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $17.9M 9.81% | -$61.5K Sold | — 74.0K shares | 74.3K → 74.0K −$61.5K | -0.34% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $13.2M 7.21% | +$4.8K Bought | — 260.0K shares | 259.9K → 260.0K +$4.8K | +0.04% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $13.2M 7.21% | +$33.0K Bought | — 21.9K shares | 21.9K → 21.9K +$33.0K | +0.25% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $7.0M 3.86% | +$1.8K Bought | — 75.4K shares | 75.3K → 75.4K +$1.8K | +0.03% | — — | Q3 2020 Held for 5y 2m | |
Unknown Unknown | $6.9M 3.77% | -$484.9K Sold | — 19.4K shares | 20.7K → 19.4K −$484.9K | -6.58% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.7M 3.65% | -$9.7K Sold | — 73.6K shares | 73.7K → 73.6K −$9.7K | -0.15% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $6.0M 3.3% | +$94.5K Bought | — 62.4K shares | 61.5K → 62.4K +$94.5K | +1.59% | — — | Q3 2022 Held for 3y 2m | |
Unknown Unknown | $5.6M 3.07% | -$96.2K Sold | — 87.3K shares | 88.8K → 87.3K −$96.2K | -1.69% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.4M 2.97% | +$57.0K Bought | — 59.2K shares | 58.6K → 59.2K +$57.0K | +1.06% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $5.3M 2.91% | -$2.3K Sold | — 99.3K shares | 99.4K → 99.3K −$2.3K | -0.04% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $5.0M 2.74% | +$65.4K Bought | — 50.0K shares | 49.4K → 50.0K +$65.4K | +1.32% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $4.8M 2.66% | +$69.2K Bought | — 98.1K shares | 96.7K → 98.1K +$69.2K | +1.45% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.6M 2.52% | -$22.5K Sold | — 104.1K shares | 104.6K → 104.1K −$22.5K | -0.49% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $4.5M 2.48% | +$94.4K Bought | — 101.5K shares | 99.4K → 101.5K +$94.4K | +2.13% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.2M 2.29% | -$12.3K Sold | — 39.1K shares | 39.2K → 39.1K −$12.3K | -0.29% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $4.0M 2.18% | -$58.3K Sold | — 33.5K shares | 33.9K → 33.5K −$58.3K | -1.45% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $3.9M 2.11% | -$54.0K Sold | — 14.9K shares | 15.1K → 14.9K −$54.0K | -1.38% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $3.5M 1.94% | -$81.0K Sold | — 7.6K shares | 7.8K → 7.6K −$81.0K | -2.23% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $3.2M 1.76% | +$51.4K Bought | — 95.3K shares | 93.8K → 95.3K +$51.4K | +1.63% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $3.1M 1.68% | -$8.0K Sold | — 33.1K shares | 33.2K → 33.1K −$8.0K | -0.26% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.9M 1.59% | -$58.8K Sold | — 44.0K shares | 44.9K → 44.0K −$58.8K | -1.99% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $2.8M 1.54% | +$280.2K Bought | — 11.0K shares | 9.9K → 11.0K +$280.2K | +11.11% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.8M 1.53% | +$212.9K Bought | — 121.4K shares | 112.1K → 121.4K +$212.9K | +8.25% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $2.6M 1.44% | -$7.3K Sold | — 61.6K shares | 61.7K → 61.6K −$7.3K | -0.28% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $2.4M 1.3% | -$34.2K Sold | — 11.6K shares | 11.8K → 11.6K −$34.2K | -1.43% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $2.4M 1.29% | -$29.2K Sold | — 4.0K shares | 4.0K → 4.0K −$29.2K | -1.22% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $2.1M 1.16% | -$3.4K Sold | — 18.6K shares | 18.6K → 18.6K −$3.4K | -0.16% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.0M 1.1% | +$3.6K Bought | — 46.3K shares | 46.3K → 46.3K +$3.6K | +0.18% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $2.0M 1.08% | -$29.9K Sold | — 6.0K shares | 6.1K → 6.0K −$29.9K | -1.49% | — — | Q3 2020 Held for 5y 2m | |
Consumer Electronics Technology | $1.9M 1.04% | +$434.7K Bought | 0.0% 7.4K shares | 5.7K → 7.4K +$434.7K | +29.87% | $3.78T Mega Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $1.6M 0.881% | -$13.7K Sold | — 24.6K shares | 24.8K → 24.6K −$13.7K | -0.85% | — — | Q3 2020 Held for 5y 2m | |
Software - Infrastructure Technology | $945.8K 0.518% | +$517.9 Bought | 0.0% 1.8K shares | 1.8K → 1.8K +$517.9 | +0.05% | $3.85T Mega Cap | Q3 2020 Held for 5y 2m | |
Information Technology Services Technology | $750.3K 0.411% | -$27.4K Sold | 0.0% 2.7K shares | 2.8K → 2.7K −$27.4K | -3.52% | $262.84B Mega Cap | Q3 2020 Held for 5y 2m | |
Oil & Gas Integrated Energy | $749.2K 0.41% | — | 0.0% 6.6K shares | — | — | $480.68B Mega Cap | Q3 2020 Held for 5y 2m | |
Asset Management Financial Services | $530.2K 0.29% | +$124.8K Bought | 0.004% 26.0K shares | 19.9K → 26.0K +$124.8K | +30.79% | $14.4B Large Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $478.6K 0.262% | — | — 6.1K shares | — | — | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $476.4K 0.261% | — | — 638.0 shares | — | — | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $475.5K 0.261% | +$1.1K Bought | — 4.5K shares | 4.5K → 4.5K +$1.1K | +0.22% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $403.9K 0.221% | -$25.6K Sold | — 1.6K shares | 1.7K → 1.6K −$25.6K | -5.97% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $304.1K 0.167% | +$304.1K New | — 9.6K shares | 0 → 9.6K +$304.1K | New | — — | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $303.1K 0.166% | — | 0.0% 1.3K shares | — | — | $409.03B Mega Cap | Q3 2020 Held for 5y 2m | |
Unknown Unknown | $295.0K 0.162% | — | — 1.4K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $289.5K 0.159% | -$9.9K Sold | — 3.3K shares | 3.4K → 3.3K −$9.9K | -3.3% | — — | Q3 2020 Held for 5y 2m | |
Household & Personal Products Consumer Defensive | $273.0K 0.15% | -$4.0K Sold | 0.0% 3.4K shares | 3.5K → 3.4K −$4.0K | -1.44% | $64.6B Large Cap | Q3 2020 Held for 5y 2m | |
ETF ETF | $258.5K 0.142% | — | — 539.0 shares | — | — | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $257.1K 0.141% | — | 0.0% 815.0 shares | — | — | $867.35B Mega Cap | Q2 2025 Held for 5 months | |
Staffing & Employment Services Industrials | $248.8K 0.136% | +$293.4 Bought | 0.0% 848.0 shares | 847.0 → 848.0 +$293.4 | +0.12% | $118.89B Large Cap | Q3 2020 Held for 5y 2m | |
Asset Management Financial Services | $217.8K 0.119% | +$217.8K Bought | 0.0% 1.3K shares | — | — | $133.37B Large Cap | Q3 2025 Held for 2 months | |
Oil & Gas Exploration & Production Energy | $31.9K 0.017% | — | 0.002% 13.6K shares | — | — | $1.8B Small Cap | Q2 2024 Held for 1y 5m |
