Baron Financial Group, LLC Top Holdings and 13F Report (2024) → The ONE AI Stock to own now. (It’s not Nvidia.) (From Weiss Ratings) (Ad) About Baron Financial Group, LLCInvestment ActivityBaron Financial Group, LLC has $162.06 million in total holdings as of March 31, 2024.Baron Financial Group, LLC owns shares of 50 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 2.78% of the portfolio was purchased this quarter.About 3.70% of the portfolio was sold this quarter.This quarter, Baron Financial Group, LLC has purchased 51 new stocks and bought additional shares in 16 stocks.Baron Financial Group, LLC sold shares of 25 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $18,970,204iShares Russell 2000 ETF $16,900,774Vanguard Short-Term Inflation-Protected Securities ETF $13,570,733Invesco QQQ $10,790,982iShares MSCI EAFE ETF $6,102,257 Largest New Holdings this Quarter Procter & Gamble $219,200 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 22,637 shares (about $1.37M)Vanguard Total International Bond ETF 21,995 shares (about $1.08M)Amplify YieldShares CWP Dividend & Option Income ETF 23,370 shares (about $908.63K)Vanguard Small-Cap ETF 980 shares (about $224.04K)iShares Core MSCI Emerging Markets ETF 4,280 shares (about $220.85K) Largest Sales this Quarter iShares MSCI USA Momentum Factor ETF 9,420 shares (about $1.76M)SPDR S&P 500 ETF Trust 1,469 shares (about $768.39K)Invesco QQQ 874 shares (about $388.07K)iShares Russell 1000 Growth ETF 952 shares (about $320.87K)Vanguard Short-Term Inflation-Protected Securities ETF 5,845 shares (about $279.92K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaron Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$18,970,204$768,391 ▼-3.9%36,26711.7%FinanceIWMiShares Russell 2000 ETF$16,900,774$189,060 ▼-1.1%80,36510.4%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$13,570,733$279,917 ▼-2.0%283,3738.4%ManufacturingQQQInvesco QQQ$10,790,982$388,072 ▼-3.5%24,3036.7%FinanceEFAiShares MSCI EAFE ETF$6,102,257$29,947 ▼-0.5%76,4123.8%FinanceCWBSPDR Bloomberg Convertible Securities ETF$5,935,742$11,686 ▲0.2%81,2673.7%ETFCGWInvesco S&P Global Water Index ETF$5,406,401$9,995 ▲0.2%97,3603.3%ETFVNQVanguard Real Estate ETF$5,214,320$57,855 ▲1.1%60,2953.2%ETFGLDSPDR Gold Shares$5,161,515$32,915 ▲0.6%25,0903.2%FinanceIWRiShares Russell Mid-Cap ETF$4,534,301$2,523 ▲0.1%53,9222.8%ETFIJRiShares Core S&P Small-Cap ETF$4,475,508$215,514 ▼-4.6%40,4952.8%ETFSUBiShares Short-Term National Muni Bond ETF$4,464,640$58,649 ▼-1.3%42,6302.8%ETFVHTVanguard Health Care ETF$4,323,451$45,718 ▼-1.0%15,9822.7%ETFIQLTiShares MSCI Intl Quality Factor ETF$4,308,663$88,045 ▲2.1%108,6402.7%ETFEEMiShares MSCI Emerging Markets ETF$4,210,646$33,275 ▼-0.8%102,4992.6%FinanceICVTiShares Convertible Bond ETF$3,992,698$37,919 ▲1.0%50,0152.5%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$3,217,709$908,626 ▲39.4%82,7602.0%ETFIWFiShares Russell 1000 Growth ETF$3,106,590$320,872 ▼-9.4%9,2171.9%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,974,251$113,872 ▼-3.7%37,2201.8%ManufacturingQAIIndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF$2,939,771$189,943 ▲6.9%95,1691.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2,501,296$114,508 ▼-4.4%69,7911.5%ETFBWXSPDR Bloomberg Barclays International Treasury Bond ETF$2,488,323$200,716 ▼-7.5%111,8851.5%FinanceMDYSPDR S&P MidCap 400 ETF Trust$2,455,553$111,287 ▼-4.3%4,4131.5%ETFIWDiShares Russell 1000 Value ETF$2,333,629$174,633 ▼-7.0%13,0291.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,252,392$220,848 ▲10.9%43,6511.4%ETFBNDXVanguard Total International Bond ETF$2,190,333$1,081,934 ▲97.6%44,5281.4%ETFSPGPInvesco S&P 500 GARP ETF$1,883,809$33,651 ▲1.8%17,6901.2%ETFIJHiShares Core S&P Mid-Cap ETF$1,713,476$1,374,972 ▲406.2%28,2101.1%ETFESGEiShares ESG Aware MSCI EM ETF$1,708,932$114,545 ▼-6.3%53,0231.1%ManufacturingVTIVanguard Total Stock Market ETF$1,646,467$77,970 ▼-4.5%6,3351.0%ETFAAPLApple$1,623,542$44,070 ▼-2.6%9,4681.0%Computer and TechnologyVBVanguard Small-Cap ETF$962,920$224,041 ▲30.3%4,2120.6%ETFMSFTMicrosoft$951,758$18,934 ▼-2.0%2,2620.6%Computer and TechnologyXOMExxon Mobil$862,5010.0%7,4200.5%Oils/EnergyMTUMiShares MSCI USA Momentum Factor ETF$786,121$1,764,838 ▼-69.2%4,1960.5%ETFIBMInternational Business Machines$637,197$764 ▲0.1%3,3370.4%Computer and TechnologyBSVVanguard Short-Term Bond ETF$513,920$4,600 ▲0.9%6,7030.3%ETFMUBiShares National Muni Bond ETF$512,714$58,642 ▼-10.3%4,7650.3%ETFARCCAres Capital$382,3720.0%18,3660.2%FinanceADPAutomatic Data Processing$370,780$31,959 ▼-7.9%1,4850.2%Business ServicesVGTVanguard Information Technology ETF$342,3950.0%6530.2%ETFJPMJPMorgan Chase & Co.$336,504$10,015 ▼-2.9%1,6800.2%FinanceCLColgate-Palmolive$314,2750.0%3,4900.2%Consumer StaplesMRKMerck & Co., Inc.$262,9770.0%1,9930.2%MedicalJNJJohnson & Johnson$254,951$15,658 ▼-5.8%1,6120.2%MedicalABBVAbbVie$253,6660.0%1,3930.2%MedicalVIGVanguard Dividend Appreciation ETF$249,6280.0%1,3670.2%ETFIEFAiShares Core MSCI EAFE ETF$231,2700.0%3,1160.1%ETFPGProcter & Gamble$219,200$219,200 ▲New Holding1,3510.1%Consumer StaplesDSIiShares MSCI KLD 400 Social ETF$212,710$13,609 ▼-6.0%2,1100.1%ETFPHDGInvesco S&P 500 Downside Hedged ETF$0$580,199 ▼-100.0%00.0%ETFFPEFirst Trust Preferred Securities and Income ETF$0$225,672 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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