BARON SILVER STEVENS FINANCIAL ADVISORS, LLC Portfolio Holdings
Q3 2025•146 long positions•$683.2M portfolio value
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Holding152 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $57.7M 8.44% | +$3.1M Bought | — 86.1K shares | 81.4K → 86.1K +$3.1M | +5.77% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $54.4M 7.97% | +$1.7M Bought | — 116.2K shares | 112.7K → 116.2K +$1.7M | +3.15% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $50.4M 7.38% | +$1.5M Bought | — 270.5K shares | 262.3K → 270.5K +$1.5M | +3.12% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $48.0M 7.03% | +$334.1K Bought | — 146.3K shares | 145.2K → 146.3K +$334.1K | +0.7% | — — | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $37.7M 5.52% | +$1.6M Bought | — 174.8K shares | 167.4K → 174.8K +$1.6M | +4.45% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $37.5M 5.48% | +$1.5M Bought | — 373.6K shares | 358.6K → 373.6K +$1.5M | +4.16% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $25.6M 3.75% | +$1.3M Bought | — 344.5K shares | 326.4K → 344.5K +$1.3M | +5.55% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $24.7M 3.62% | +$126.6K Bought | — 378.5K shares | 376.6K → 378.5K +$126.6K | +0.52% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $21.7M 3.17% | +$105.3K Bought | — 227.9K shares | 226.8K → 227.9K +$105.3K | +0.49% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $21.5M 3.15% | +$514.1K Bought | — 293.0K shares | 286.1K → 293.0K +$514.1K | +2.45% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $21.1M 3.08% | -$2.6M Sold | — 43.9K shares | 49.3K → 43.9K −$2.6M | -10.84% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $19.9M 2.91% | +$305.8K Bought | — 167.3K shares | 164.7K → 167.3K +$305.8K | +1.56% | — — | Q4 2020 Held for 4y 11m | |
Consumer Electronics Technology | $18.0M 2.63% | +$1.4M Bought | 0.0% 70.7K shares | 65.1K → 70.7K +$1.4M | +8.53% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $16.7M 2.45% | +$811.0K Bought | — 139.6K shares | 132.8K → 139.6K +$811.0K | +5.09% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $14.1M 2.07% | +$157.0K Bought | — 97.1K shares | 96.0K → 97.1K +$157.0K | +1.12% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $13.2M 1.93% | -$663.2K Sold | — 21.5K shares | 22.6K → 21.5K −$663.2K | -4.79% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $13.1M 1.92% | +$1.2M Bought | — 198.8K shares | 180.4K → 198.8K +$1.2M | +10.2% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $10.3M 1.51% | +$536.9K Bought | — 124.8K shares | 118.3K → 124.8K +$536.9K | +5.5% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $9.9M 1.44% | +$2.5M Bought | — 195.3K shares | 146.1K → 195.3K +$2.5M | +33.67% | — — | Q3 2023 Held for 2y 2m | |
Software - Infrastructure Technology | $9.2M 1.35% | +$2.4M Bought | 0.0% 17.8K shares | 13.1K → 17.8K +$2.4M | +35.74% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.2M 1.35% | -$895.7K Sold | — 184.1K shares | 202.0K → 184.1K −$895.7K | -8.86% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.2M 1.35% | -$70.9K Sold | — 65.3K shares | 65.8K → 65.3K −$70.9K | -0.76% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $9.1M 1.34% | -$545.2K Sold | — 85.9K shares | 91.0K → 85.9K −$545.2K | -5.63% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $7.3M 1.07% | +$764.7K Bought | — 83.8K shares | 75.1K → 83.8K +$764.7K | +11.66% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.6M 0.819% | +$79.3K Bought | — 22.0K shares | 21.7K → 22.0K +$79.3K | +1.44% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.5M 0.798% | +$409.2K Bought | — 199.7K shares | 184.7K → 199.7K +$409.2K | +8.11% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.2M 0.765% | +$101.8K Bought | — 87.1K shares | 85.4K → 87.1K +$101.8K | +1.98% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.9M 0.711% | +$44.9K Bought | — 16.5K shares | 16.4K → 16.5K +$44.9K | +0.93% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.4M 0.639% | +$302.1K Bought | — 95.4K shares | 88.8K → 95.4K +$302.1K | +7.43% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $4.2M 0.613% | +$730.0K Bought | — 29.0K shares | 24.0K → 29.0K +$730.0K | +21.11% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $3.3M 0.49% | -$27.3K Sold | — 27.3K shares | 27.6K → 27.3K −$27.3K | -0.81% | — — | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $3.2M 0.464% | -$229.5K Sold | 0.0% 17.0K shares | 18.2K → 17.0K −$229.5K | -6.75% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.9M 0.422% | -$28.1K Sold | — 40.1K shares | 40.5K → 40.1K −$28.1K | -0.97% | — — | Q4 2020 Held for 4y 11m | |
Specialty Retail Consumer Cyclical | $2.8M 0.413% | -$85.6K Sold | 0.0% 12.9K shares | 13.2K → 12.9K −$85.6K | -2.94% | $2.34T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.7M 0.392% | +$4.7K Bought | — 4.0K shares | 4.0K → 4.0K +$4.7K | +0.17% | — — | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $2.6M 0.385% | -$93.1K Sold | 0.0% 8.3K shares | 8.6K → 8.3K −$93.1K | -3.42% | $867.35B Mega Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $2.6M 0.383% | +$606.2K Bought | 0.0% 10.7K shares | 8.3K → 10.7K +$606.2K | +30.14% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $2.5M 0.363% | -$91.6K Sold | 0.0% 10.2K shares | 10.6K → 10.2K −$91.6K | -3.56% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.4M 0.354% | -$360.1K Sold | — 19.3K shares | 22.2K → 19.3K −$360.1K | -12.98% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $2.4M 0.353% | +$78.6K Bought | 0.0% 3.3K shares | 3.2K → 3.3K +$78.6K | +3.36% | $1.84T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.3M 0.338% | +$21.5K Bought | — 42.6K shares | 42.2K → 42.6K +$21.5K | +0.94% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.3M 0.336% | +$2.1K Bought | — 32.1K shares | 32.1K → 32.1K +$2.1K | +0.09% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.1M 0.302% | +$19.6K Bought | — 34.4K shares | 34.1K → 34.4K +$19.6K | +0.96% | — — | Q4 2020 Held for 4y 11m | |
Financial - Credit Services Financial Services | $2.0M 0.29% | -$32.1K Sold | 0.0% 5.8K shares | 5.9K → 5.8K −$32.1K | -1.59% | $662.60B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.7M 0.256% | +$54.4K Bought | — 34.5K shares | 33.5K → 34.5K +$54.4K | +3.21% | — — | Q4 2020 Held for 4y 11m | |
Insurance - Diversified Financial Services | $1.7M 0.251% | -$21.6K Sold | 0.0% 3.4K shares | 3.4K → 3.4K −$21.6K | -1.25% | $1.08T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.7M 0.249% | +$4.0K Bought | — 67.5K shares | 67.3K → 67.5K +$4.0K | +0.23% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.7M 0.242% | +$3.6K Bought | — 68.1K shares | 67.9K → 68.1K +$3.6K | +0.22% | — — | Q3 2024 Held for 1y 2m | |
Household & Personal Products Consumer Defensive | $1.6M 0.241% | +$87.1K Bought | 0.0% 10.7K shares | 10.1K → 10.7K +$87.1K | +5.6% | $359.62B Mega Cap | Q4 2020 Held for 4y 11m | |
Discount Stores Consumer Defensive | $1.6M 0.238% | -$27.8K Sold | 0.0% 1.8K shares | 1.8K → 1.8K −$27.8K | -1.68% | $410.27B Mega Cap | Q4 2021 Held for 3y 11m |
