Baron Financial Group, LLC Top Holdings and 13F Report (2024) About Baron Financial Group, LLCInvestment ActivityBaron Financial Group, LLC has $170.42 million in total holdings as of June 30, 2024.Baron Financial Group, LLC owns shares of 49 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 1.03% of the portfolio was purchased this quarter.About 1.09% of the portfolio was sold this quarter.This quarter, Baron Financial Group, LLC has purchased 47 new stocks and bought additional shares in 13 stocks.Baron Financial Group, LLC sold shares of 29 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $20,169,767iShares Russell 2000 ETF $16,030,838Vanguard Short-Term Inflation-Protected Securities ETF $13,067,184Invesco QQQ $12,060,906iShares MSCI EAFE ETF $6,735,124 Largest New Holdings this Quarter 46625H100 - JPMorgan Chase & Co. $236,277 Holding002824100 - Abbott Laboratories $200,343 Holding Largest Purchases this Quarter Vanguard Small-Cap ETF 2,188 shares (about $518.53K)iShares Russell Mid-Cap ETF 3,326 shares (about $305.89K)JPMorgan Chase & Co. 815 shares (about $236.28K)Abbott Laboratories 1,473 shares (about $200.34K)SPDR Bloomberg International Treasury Bond ETF 5,070 shares (about $119.09K) Largest Sales this Quarter SPDR Gold Shares 1,642 shares (about $500.53K)Invesco S&P Global Water Index ETF 2,295 shares (about $143.44K)Vanguard Short-Term Inflation-Protected Securities ETF 2,235 shares (about $112.35K)iShares MSCI EAFE ETF 1,229 shares (about $109.86K)SPDR Bloomberg Convertible Securities ETF 1,100 shares (about $90.93K) 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$20,169,767$77,849 ▲0.4%32,64511.8%FinanceIWMiShares Russell 2000 ETF$16,030,838$33,663 ▲0.2%74,2899.4%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$13,067,184$112,353 ▼-0.9%259,9407.7%ManufacturingQQQInvesco QQQ$12,060,906$38,063 ▼-0.3%21,8647.1%FinanceEFAiShares MSCI EAFE ETF$6,735,124$109,861 ▼-1.6%75,3454.0%FinanceGLDSPDR Gold Shares$6,319,431$500,531 ▼-7.3%20,7313.7%FinanceCWBSPDR Bloomberg Convertible Securities ETF$6,089,811$90,926 ▼-1.5%73,6733.6%ETFIWRiShares Russell Mid-Cap ETF$5,652,017$305,892 ▲5.7%61,4553.3%ETFCGWInvesco S&P Global Water Index ETF$5,551,063$143,438 ▼-2.5%88,8173.3%ETFVNQVanguard Real Estate ETF$5,220,246$19,593 ▼-0.4%58,6153.1%ETFEEMiShares MSCI Emerging Markets ETF$4,793,786$55,235 ▼-1.1%99,3742.8%FinanceBNDXVanguard Total International Bond ETF$4,785,390$114,863 ▲2.5%96,6552.8%ETFIQLTiShares MSCI Intl Quality Factor ETF$4,521,634$62,021 ▼-1.4%104,6192.7%ETFICVTiShares Convertible Bond ETF$4,449,229$27,931 ▲0.6%49,3812.6%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$4,229,981$66,591 ▲1.6%99,4122.5%ETFSUBiShares Short-Term National Muni Bond ETF$4,169,592$70,716 ▼-1.7%39,2102.4%ETFVHTVanguard Health Care ETF$3,740,994$24,834 ▼-0.7%15,0642.2%ETFIJRiShares Core S&P Small-Cap ETF$3,709,740$80,875 ▼-2.1%33,9442.2%ETFIWFiShares Russell 1000 Growth ETF$3,290,920$69,207 ▼-2.1%7,7511.9%ETFQAINYLI Hedge Multi-Strategy Tracker ETF$3,031,229$12,605 ▲0.4%93,7881.8%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,958,625$67,807 ▼-2.2%33,1611.7%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$2,696,968$30,015 ▼-1.1%44,9271.6%ETFBWXSPDR Bloomberg International Treasury Bond ETF$2,633,840$119,094 ▲4.7%112,1261.5%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$2,499,772$76,324 ▼-3.0%61,7381.5%ETFVBVanguard Small-Cap ETF$2,350,464$518,533 ▲28.3%9,9181.4%ETFIWDiShares Russell 1000 Value ETF$2,287,840$24,279 ▼-1.1%11,7791.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,269,802$70,241 ▼-3.0%4,0071.3%ETFSPGPInvesco S&P 500 GARP ETF$2,007,533$32,849 ▲1.7%18,6401.2%ETFVTIVanguard Total Stock Market ETF$1,850,934$44,070 ▼-2.3%6,0901.1%ETFESGEiShares ESG Aware MSCI EM ETF$1,811,809$16,060 ▼-0.9%46,2551.1%ManufacturingIJHiShares Core S&P Mid-Cap ETF$1,540,701$32,250 ▼-2.1%24,8420.9%ETFAAPLApple$1,172,619$57,041 ▼-4.6%5,7150.7%Computer and TechnologyMSFTMicrosoft$907,9660.0%1,8250.5%Computer and TechnologyIBMInternational Business Machines$812,376$884 ▲0.1%2,7560.5%Computer and TechnologyXOMExxon Mobil$716,331$2,695 ▼-0.4%6,6450.4%EnergyBSVVanguard Short-Term Bond ETF$477,316$22,823 ▼-4.6%6,0650.3%ETFMUBiShares National Muni Bond ETF$465,459$4,179 ▼-0.9%4,4550.3%ETFARCCAres Capital$436,168$6,171 ▲1.4%19,8620.3%FinanceVGTVanguard Information Technology ETF$423,1730.0%6380.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$402,536$14,419 ▼-3.5%1,6750.2%ETFCLColgate-Palmolive$314,969$2,273 ▼-0.7%3,4650.2%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$286,253$9,851 ▲3.6%3,4290.2%ETFVIGVanguard Dividend Appreciation ETF$279,7840.0%1,3670.2%ETFADPAutomatic Data Processing$261,323$1,543 ▼-0.6%8470.2%Computer and TechnologyABBVAbbVie$242,9770.0%1,3090.1%MedicalVUGVanguard Growth ETF$236,298$18,413 ▼-7.2%5390.1%ETFJPMJPMorgan Chase & Co.$236,277$236,277 ▲New Holding8150.1%FinanceABTAbbott Laboratories$200,343$200,343 ▲New Holding1,4730.1%MedicalBTEBaytex Energy$24,3890.0%13,6250.0%EnergyShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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