Baron Financial Group, LLC Top Holdings and 13F Report (2024) → His win rate puts Warren Buffett to shame… (From Investing Daily) (Ad) About Baron Financial Group, LLCInvestment ActivityBaron Financial Group, LLC has $156.81 million in total holdings as of December 31, 2023.Baron Financial Group, LLC owns shares of 51 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 3.17% of the portfolio was purchased this quarter.About 10.50% of the portfolio was sold this quarter.This quarter, Baron Financial Group, LLC has purchased 49 new stocks and bought additional shares in 14 stocks.Baron Financial Group, LLC sold shares of 30 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $17,936,327iShares Russell 2000 ETF $16,310,511Vanguard Short-Term Inflation-Protected Securities ETF $13,734,963Invesco QQQ $10,310,537SPDR Bloomberg Convertible Securities ETF $5,851,871 Largest New Holdings this Quarter Amplify YieldShares CWP Dividend & Option Income ETF $2,170,705 HoldingVanguard Total International Bond ETF $1,112,342 HoldingVanguard Small-Cap ETF $689,535 HoldingiShares MSCI KLD 400 Social ETF $204,408 Holding Largest Purchases this Quarter Amplify YieldShares CWP Dividend & Option Income ETF 59,390 shares (about $2.17M)Vanguard Total International Bond ETF 22,533 shares (about $1.11M)Vanguard Small-Cap ETF 3,232 shares (about $689.54K)Vanguard Real Estate ETF 2,941 shares (about $259.87K)iShares Russell Mid-Cap ETF 2,664 shares (about $207.07K) Largest Sales this Quarter iShares MSCI USA Momentum Factor ETF 40,875 shares (about $6.41M)Invesco S&P 500 Downside Hedged ETF 109,880 shares (about $3.76M)First Trust Preferred Securities and Income ETF 79,304 shares (about $1.34M)iShares Short-Term National Muni Bond ETF 9,905 shares (about $1.04M)iShares National Muni Bond ETF 6,799 shares (about $737.08K) 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$17,936,327$385,952 ▼-2.1%37,73611.4%FinanceIWMiShares Russell 2000 ETF$16,310,511$80,284 ▼-0.5%81,26410.4%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$13,734,963$530,463 ▼-3.7%289,2188.8%ManufacturingQQQInvesco QQQ$10,310,537$162,990 ▼-1.6%25,1776.6%FinanceCWBSPDR Bloomberg Convertible Securities ETF$5,851,871$34,271 ▼-0.6%81,1073.7%ETFEFAiShares MSCI EAFE ETF$5,785,895$106,620 ▼-1.8%76,7873.7%FinanceVNQVanguard Real Estate ETF$5,268,592$259,869 ▲5.2%59,6263.4%ETFCGWInvesco S&P Global Water Index ETF$5,151,318$48,237 ▼-0.9%97,1803.3%ETFGLDSPDR Gold Shares$4,765,869$78,380 ▼-1.6%24,9303.0%FinanceIJRiShares Core S&P Small-Cap ETF$4,594,672$70,254 ▼-1.5%42,4452.9%ETFSUBiShares Short-Term National Muni Bond ETF$4,553,522$1,044,284 ▼-18.7%43,1902.9%ETFIWRiShares Russell Mid-Cap ETF$4,189,026$207,073 ▲5.2%53,8922.7%ETFEEMiShares MSCI Emerging Markets ETF$4,154,042$35,787 ▼-0.9%103,3092.6%FinanceVHTVanguard Health Care ETF$4,049,056$81,478 ▼-2.0%16,1512.6%ETFIQLTiShares MSCI Intl Quality Factor ETF$3,997,136$89,581 ▲2.3%106,4202.5%ETFICVTiShares Convertible Bond ETF$3,893,349$18,862 ▲0.5%49,5402.5%ETFIWFiShares Russell 1000 Growth ETF$3,082,936$90,951 ▼-2.9%10,1692.0%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,919,244$2,644 ▼-0.1%38,6451.9%ManufacturingBWXSPDR Bloomberg Barclays International Treasury Bond ETF$2,802,694$499,181 ▼-15.1%120,9101.8%FinanceQAIIQ Hedge Multi-Strategy Tracker ETF$2,679,552$22,124 ▲0.8%89,0201.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2,482,241$50,811 ▼-2.0%72,9861.6%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,340,351$70,520 ▼-2.9%4,6131.5%ETFIWDiShares Russell 1000 Value ETF$2,314,165$99,150 ▼-4.1%14,0041.5%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$2,170,705$2,170,705 ▲New Holding59,3901.4%ETFMTUMiShares MSCI USA Momentum Factor ETF$2,136,215$6,412,881 ▼-75.0%13,6161.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,991,386$68,536 ▲3.6%39,3711.3%ETFAAPLApple$1,872,316$578 ▲0.0%9,7251.2%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$1,813,859$18,435 ▲1.0%56,5771.2%ManufacturingSPGPInvesco S&P 500 GARP ETF$1,703,347$31,863 ▲1.9%17,3741.1%ETFVTIVanguard Total Stock Market ETF$1,573,955$32,025 ▼-2.0%6,6351.0%ETFIJHiShares Core S&P Mid-Cap ETF$1,544,557$48,501 ▲3.2%5,5731.0%ETFBNDXVanguard Total International Bond ETF$1,112,342$1,112,342 ▲New Holding22,5330.7%ETFMSFTMicrosoft$867,377$376 ▲0.0%2,3070.6%Computer and TechnologyXOMExxon Mobil$741,852$9,998 ▼-1.3%7,4200.5%Oils/EnergyVBVanguard Small-Cap ETF$689,535$689,535 ▲New Holding3,2320.4%ETFPHDGInvesco S&P 500 Downside Hedged ETF$580,199$3,761,196 ▼-86.6%16,9500.4%ETFMUBiShares National Muni Bond ETF$575,658$737,081 ▼-56.1%5,3100.4%ETFIBMInternational Business Machines$545,033$15,535 ▼-2.8%3,3330.3%Computer and TechnologyBSVVanguard Short-Term Bond ETF$511,644$241,843 ▼-32.1%6,6430.3%ETFADPAutomatic Data Processing$375,878$10,253 ▼-2.7%1,6130.2%Business ServicesARCCAres Capital$367,864$10,876 ▲3.0%18,3660.2%FinanceVGTVanguard Information Technology ETF$316,052$9,680 ▼-3.0%6530.2%ETFJPMJPMorgan Chase & Co.$294,2730.0%1,7300.2%FinanceCLColgate-Palmolive$278,188$2,630 ▼-0.9%3,4900.2%Consumer StaplesJNJJohnson & Johnson$268,191$157 ▲0.1%1,7110.2%MedicalVIGVanguard Dividend Appreciation ETF$232,937$9,713 ▲4.4%1,3670.1%ETFFPEFirst Trust Preferred Securities and Income ETF$225,672$1,337,071 ▼-85.6%13,3850.1%ETFIEFAiShares Core MSCI EAFE ETF$219,211$3,518 ▼-1.6%3,1160.1%ETFMRKMerck & Co., Inc.$217,2770.0%1,9930.1%MedicalABBVAbbVie$215,8740.0%1,3930.1%MedicalDSIiShares MSCI KLD 400 Social ETF$204,408$204,408 ▲New Holding2,2450.1%ETFPFEPfizer$0$212,276 ▼-100.0%00.0%MedicalPEGPublic Service Enterprise Group$0$204,645 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. 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