Baron Financial Group, LLC Top Holdings and 13F Report (2024) About Baron Financial Group, LLCInvestment ActivityBaron Financial Group, LLC has $158.97 million in total holdings as of June 30, 2024.Baron Financial Group, LLC owns shares of 47 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 0.99% of the portfolio was purchased this quarter.About 1.29% of the portfolio was sold this quarter.This quarter, Baron Financial Group, LLC has purchased 50 new stocks and bought additional shares in 18 stocks.Baron Financial Group, LLC sold shares of 23 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $18,190,855iShares Russell 2000 ETF $14,788,806Vanguard Short-Term Inflation-Protected Securities ETF $13,082,533Invesco QQQ $10,285,045SPDR Gold Shares $6,446,557 Largest Purchases this Quarter Vanguard Total International Bond ETF 9,000 shares (about $439.38K)iShares Russell Mid-Cap ETF 3,429 shares (about $291.71K)Vanguard Small-Cap ETF 1,224 shares (about $271.44K)Amplify YieldShares CWP Dividend & Option Income ETF 3,127 shares (about $127.49K)SPDR Bloomberg Barclays International Treasury Bond ETF 4,255 shares (about $93.01K) Largest Sales this Quarter iShares MSCI USA Momentum Factor ETF 1,201 shares (about $242.76K)Apple 908 shares (about $201.71K)International Business Machines 596 shares (about $148.19K)iShares Russell 1000 Growth ETF 356 shares (about $128.55K)SPDR Gold Shares 362 shares (about $104.31K) 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$18,190,855$34,682 ▲0.2%32,51911.4%FinanceIWMiShares Russell 2000 ETF$14,788,806$97,152 ▼-0.7%74,1339.3%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$13,082,533$35,679 ▼-0.3%262,1758.2%ManufacturingQQQInvesco QQQ$10,285,045$66,588 ▼-0.6%21,9336.5%FinanceGLDSPDR Gold Shares$6,446,557$104,307 ▼-1.6%22,3734.1%FinanceEFAiShares MSCI EAFE ETF$6,258,381$83,201 ▲1.3%76,5743.9%FinanceCWBSPDR Bloomberg Convertible Securities ETF$5,729,108$86,351 ▼-1.5%74,7733.6%ETFVNQVanguard Real Estate ETF$5,326,927$13,943 ▲0.3%58,8353.4%ETFCGWInvesco S&P Global Water Index ETF$5,074,028$32,077 ▼-0.6%91,1123.2%ETFIWRiShares Russell Mid-Cap ETF$4,945,035$291,705 ▲6.3%58,1293.1%ETFBNDXVanguard Total International Bond ETF$4,605,435$439,380 ▲10.5%94,3352.9%ETFEEMiShares MSCI Emerging Markets ETF$4,392,666$90,896 ▲2.1%100,5192.8%FinanceSUBiShares Short-Term National Muni Bond ETF$4,210,800$1,584 ▼0.0%39,8752.6%ETFIQLTiShares MSCI Intl Quality Factor ETF$4,209,284$33,697 ▲0.8%106,0542.6%ETFICVTiShares Convertible Bond ETF$4,102,827$21,153 ▲0.5%49,0712.6%ETFVHTVanguard Health Care ETF$4,014,366$529 ▲0.0%15,1642.5%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$3,989,223$127,488 ▲3.3%97,8472.5%ETFIJRiShares Core S&P Small-Cap ETF$3,626,906$58,559 ▼-1.6%34,6842.3%ETFQAINYLI Hedge Multi-Strategy Tracker ETF$2,924,292$13,463 ▲0.5%93,3981.8%ETFIWFiShares Russell 1000 Growth ETF$2,857,667$128,548 ▼-4.3%7,9141.8%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,771,007$7,515 ▼-0.3%33,9211.7%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$2,451,696$35,674 ▲1.5%45,4271.5%ETFBWXSPDR Bloomberg Barclays International Treasury Bond ETF$2,340,245$93,014 ▲4.1%107,0561.5%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$2,316,527$42,600 ▼-1.8%63,6231.5%ETFIWDiShares Russell 1000 Value ETF$2,239,862$40,454 ▼-1.8%11,9041.4%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,204,016$12,271 ▼-0.6%4,1311.4%ETFSPGPInvesco S&P 500 GARP ETF$1,831,304$10,288 ▲0.6%18,3351.2%ETFVBVanguard Small-Cap ETF$1,714,211$271,435 ▲18.8%7,7301.1%ETFVTIVanguard Total Stock Market ETF$1,713,628$13,742 ▼-0.8%6,2351.1%ETFESGEiShares ESG Aware MSCI EM ETF$1,630,942$19,502 ▼-1.2%46,6651.0%ManufacturingIJHiShares Core S&P Mid-Cap ETF$1,479,873$23,515 ▼-1.6%25,3620.9%ETFAAPLApple$1,331,299$201,705 ▼-13.2%5,9930.8%Computer and TechnologyXOMExxon Mobil$793,2640.0%6,6700.5%EnergyMSFTMicrosoft$685,006$9,759 ▼-1.4%1,8250.4%Computer and TechnologyIBMInternational Business Machines$684,494$148,187 ▼-17.8%2,7530.4%Computer and TechnologyBSVVanguard Short-Term Bond ETF$497,470$2,348 ▼-0.5%6,3550.3%ETFMUBiShares National Muni Bond ETF$473,953$527 ▼-0.1%4,4950.3%ETFARCCAres Capital$433,923$6,072 ▲1.4%19,5810.3%FinanceMTUMiShares MSCI USA Momentum Factor ETF$350,696$242,758 ▼-40.9%1,7350.2%ETFVGTVanguard Information Technology ETF$346,0390.0%6380.2%ETFCLColgate-Palmolive$327,0130.0%3,4900.2%Consumer StaplesABBVAbbVie$274,2620.0%1,3090.2%MedicalVIGVanguard Dividend Appreciation ETF$265,1850.0%1,3670.2%ETFADPAutomatic Data Processing$260,279$305 ▲0.1%8520.2%Business ServicesIEFAiShares Core MSCI EAFE ETF$250,478$5,674 ▲2.3%3,3110.2%ETFVUGVanguard Growth ETF$215,447$37,082 ▼-14.7%5810.1%ETFBTEBaytex Energy$30,3840.0%13,6250.0%EnergyBXBlackstone$0$219,836 ▼-100.0%00.0%FinanceVBRVanguard Small-Cap Value ETF$0$210,269 ▼-100.0%00.0%ETFDSIiShares ESG MSCI KLD 400 ETF$0$207,270 ▼-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 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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