Baron Silver Stevens Financial Advisors, LLC Top Holdings and 13F Report (2021) About Baron Silver Stevens Financial Advisors, LLCInvestment ActivityBaron Silver Stevens Financial Advisors, LLC has $689.19 million in total holdings as of September 30, 2021.Baron Silver Stevens Financial Advisors, LLC owns shares of 134 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 3.26% of the portfolio was purchased this quarter.About 1.81% of the portfolio was sold this quarter.This quarter, Baron Silver Stevens Financial Advisors, LLC has purchased 132 new stocks and bought additional shares in 43 stocks.Baron Silver Stevens Financial Advisors, LLC sold shares of 57 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $57,021,679Vanguard Value ETF $52,174,179iShares Russell 1000 Growth ETF $50,405,768Vanguard Total Stock Market ETF $47,094,845iShares Core U.S. Aggregate Bond ETF $42,227,040 Largest New Holdings this Quarter 842587107 - Southern $780,364 Holding78464A649 - SPDR Portfolio Aggregate Bond ETF $488,215 Holding666807102 - Northrop Grumman $441,409 HoldingG54950103 - LINDE PLC $308,363 Holding620076307 - Motorola Solutions $299,873 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 36,497 shares (about $3.62M)Vanguard Total Bond Market ETF 34,922 shares (about $2.57M)iShares Russell 1000 Growth ETF 2,461 shares (about $1.05M)Vanguard Total International Stock ETF 12,965 shares (about $999.73K)iShares Core MSCI Emerging Markets ETF 12,969 shares (about $904.59K) Largest Sales this Quarter JPMorgan Chase & Co. 6,603 shares (about $1.94M)iShares MSCI USA Min Vol Factor ETF 8,408 shares (about $779.76K)iShares MSCI Global Min Vol Factor ETF 6,452 shares (about $771.08K)iShares Russell 1000 Value ETF 2,617 shares (about $559.23K)ExxonMobil 3,094 shares (about $525.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaron Silver Stevens Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$57,021,679$274,350 â–²0.5%87,2948.3%ETFVTVVanguard Value ETF$52,174,179$12,949 â–²0.0%265,9237.6%ETFIWFiShares Russell 1000 Growth ETF$50,405,768$1,049,374 â–²2.1%118,2127.3%ETFVTIVanguard Total Stock Market ETF$47,094,845$261,462 â–¼-0.6%146,7996.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$42,227,040$3,623,063 â–²9.4%425,3756.1%FinanceVIGVanguard Dividend Appreciation ETF$38,793,154$518,727 â–²1.4%180,3825.6%ETFBNDVanguard Total Bond Market ETF$29,463,149$2,571,657 â–²9.6%400,0974.3%ETFIJHiShares Core S&P Mid-Cap ETF$25,549,073$401,061 â–²1.6%378,3363.7%ETFVXUSVanguard Total International Stock ETF$24,091,096$999,731 â–²4.3%312,4253.5%ETFVUGVanguard Growth ETF$21,145,654$22,277 â–²0.1%48,4113.1%ETFIJRiShares Core S&P Small-Cap ETF$20,844,468$470,763 â–²2.3%167,6813.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$20,043,411$779,761 â–¼-3.7%216,1242.9%ETFACWViShares MSCI Global Min Vol Factor ETF$16,089,248$771,083 â–¼-4.6%134,6262.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$14,747,995$904,591 â–²6.5%211,4402.1%ETFVOOVanguard S&P 500 ETF$14,462,932$463,713 â–²3.3%24,2032.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$14,282,099$407,209 â–²2.9%100,2742.1%ETFIXUSiShares Core MSCI Total International Stock ETF$11,979,006$261,048 â–²2.2%138,2611.7%ManufacturingJMUBJPMorgan Municipal ETF$11,739,140$812,040 â–²7.4%234,8291.7%ETFVTEBVanguard Tax-Exempt Bond ETF$10,335,446$569,845 â–²5.8%207,1641.5%ETFAAPLApple$10,227,727$435,768 â–¼-4.1%40,2991.5%Computer and TechnologyVYMVanguard High Dividend Yield ETF$9,533,292$144,547 â–¼-1.5%64,3701.4%Financial ServicesMUBiShares National Muni Bond ETF$9,467,194$347,963 â–²3.8%89,1861.4%ETFIEFAiShares Core MSCI EAFE ETF$8,272,724$677,979 â–²8.9%91,3811.2%ETFSCHDSchwab US Dividend Equity ETF$6,647,306$303,948 â–²4.8%216,6651.0%ETFVFMFVanguard US Multifactor ETF$6,192,289$577,358 â–²10.3%39,9300.9%ETFVBVanguard Small-Cap ETF$6,017,088$44,788 â–¼-0.7%22,9730.9%ETFVGITVanguard Intermediate-Term Treasury ETF$5,814,224$794,278 â–²15.8%97,6360.8%ETFDFAUDimensional US Core Equity Market ETF$5,083,670$714,159 â–²16.3%112,6700.7%ETFVOVanguard Mid-Cap ETF$5,034,010$61,457 â–²1.2%17,5290.7%ETFMSFTMicrosoft$4,963,713$110,683 â–¼-2.2%13,4090.7%Computer and TechnologyHDViShares Core High Dividend ETF$3,597,604$111,836 â–¼-3.0%26,5070.5%ETFVLUEiShares MSCI USA Value Factor ETF$3,128,038$76,640 â–¼-2.4%21,9990.5%ETFSPYSPDR S&P 500 ETF Trust$2,739,8820.0%4,2130.4%FinanceXTiShares Exponential Technologies ETF$2,693,332$21,740 â–¼-0.8%39,5210.4%ManufacturingGOOGLAlphabet$2,603,320$263,409 â–¼-9.2%9,0530.4%Computer and TechnologyAMZNAmazon.com$2,544,018$16,662 â–¼-0.7%12,2150.4%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$2,513,088$178,097 â–²7.6%46,4950.4%ETFVEAVanguard FTSE Developed Markets ETF$2,367,182$120,855 â–¼-4.9%36,9410.3%ETFJPMJPMorgan Chase & Co.$2,357,919$1,942,525 â–¼-45.2%8,0150.3%FinanceVEUVanguard FTSE All-World ex-US ETF$2,353,784$59,554 â–¼-2.5%31,3420.3%ETFXLKTechnology Select Sector SPDR Fund$2,150,854$48,110 â–¼-2.2%16,1840.3%ETFNVDANVIDIA$2,144,422$232,998 â–¼-9.8%12,2960.3%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$2,106,606$463,157 â–²28.2%20,9270.3%ETFGOOGAlphabet$1,950,648$168,387 â–¼-7.9%6,8000.3%Computer and TechnologyCOSTCostco Wholesale$1,823,799$76,739 â–¼-4.0%1,8300.3%Retail/WholesaleVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,757,191$42,158 â–¼-2.3%35,1790.3%ManufacturingBRK.BBerkshire Hathaway$1,687,263$277,457 â–¼-14.1%3,5210.2%FinanceMETAMeta Platforms$1,676,369$34,901 â–²2.1%2,9300.2%Computer and TechnologyVVisa$1,643,0890.0%5,4360.2%Business ServicesIBDRiShares iBonds Dec 2026 Term Corporate ETF$1,610,354$44,675 â–¼-2.7%66,4330.2%ETFPEPPepsiCo$1,439,407$5,435 â–¼-0.4%9,2690.2%Consumer StaplesNEENextEra Energy$1,301,249$27,492 â–¼-2.1%14,0100.2%UtilitiesJNJJohnson & Johnson$1,216,583$163,287 â–¼-11.8%4,9770.2%MedicalIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,212,356$49,901 â–¼-4.0%47,8620.2%ETFPGProcter & Gamble$1,161,487$308,536 â–¼-21.0%8,0410.2%Consumer StaplesTSLATesla$1,146,105$18,587 â–¼-1.6%3,0830.2%Auto/Tires/TrucksIWDiShares Russell 1000 Value ETF$1,109,695$559,228 â–¼-33.5%5,1930.2%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,082,986$45,136 â–¼-4.0%44,6770.2%ETFAVGOBroadcom$1,018,391$22,597 â–²2.3%3,2900.1%Computer and TechnologyDISWalt Disney$1,009,002$25,541 â–²2.6%10,4690.1%Consumer DiscretionaryJPSTJPMorgan Ultra-Short Income ETF$1,008,614$565,875 â–²127.8%19,9290.1%ETFGILDGilead Sciences$999,765$12,126 â–¼-1.2%7,1730.1%MedicalWALMART INC$944,788$17,027 â–¼-1.8%7,6020.1%COMFBNDFidelity Total Bond ETF$936,031$103,922 â–²12.5%20,5180.1%ETFCVXChevron$925,878$101,588 â–²12.3%4,4750.1%EnergyTTTrane Technologies$866,4020.0%2,0790.1%ConstructionGLDSPDR Gold Shares$828,3080.0%1,9250.1%FinanceMRKMerck & Co., Inc.$814,484$312,874 â–²62.4%6,7710.1%MedicalSOSouthern$780,364$780,364 â–²New Holding8,0850.1%UtilitiesLRGFiShares U.S. Equity Factor ETF$740,3880.0%11,2180.1%ETFLLYEli Lilly and Company$721,866$69,056 â–¼-8.7%7840.1%MedicalIBDViShares iBonds Dec 2030 Term Corporate ETF$710,823$50,195 â–¼-6.6%32,4720.1%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$694,5830.0%33,1860.1%ETFMCDMcDonald's$693,074$15,851 â–¼-2.2%2,2300.1%Retail/WholesalePFEPfizer$641,9090.0%22,8600.1%MedicalAMATApplied Materials$613,5440.0%1,7950.1%Computer and TechnologyHDHome Depot$599,895$84,196 â–¼-12.3%1,8240.1%Retail/WholesaleRTXRTX$557,290$7,716 â–¼-1.4%2,8890.1%AerospaceVTVanguard Total World Stock ETF$552,588$28,632 â–¼-4.9%3,9950.1%ETFCATCaterpillar$550,473$20,545 â–¼-3.6%7770.1%IndustrialsXOMExxonMobil$534,356$525,023 â–¼-49.6%3,1490.1%EnergyDUKDuke Energy$517,809$99,921 â–²23.9%3,9540.1%UtilitiesMAMastercard$510,653$42,971 â–¼-7.8%1,0220.1%Business ServicesSPABSPDR Portfolio Aggregate Bond ETF$488,215$488,215 â–²New Holding19,0560.1%ETFMOAltria Group$481,0040.0%7,2890.1%Consumer StaplesDFUSDimensional U.S. Equity ETF$473,9620.0%6,6840.1%ETFAVUSAvantis U.S. Equity ETF$470,1800.0%4,2290.1%ETFEDConsolidated Edison$448,985$16,977 â–¼-3.6%3,9670.1%UtilitiesNOCNorthrop Grumman$441,409$441,409 â–²New Holding6470.1%AerospaceABBVAbbVie$435,4150.0%2,0020.1%MedicalUNHUnitedHealth Group$423,473$214,037 â–²102.2%1,5650.1%MedicalQUALiShares MSCI USA Quality Factor ETF$395,129$37,019 â–²10.3%2,0600.1%ETFCSCOCisco Systems$387,841$12,649 â–²3.4%4,9980.1%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$357,821$102,081 â–²39.9%6,3130.1%ETFIUSBiShares Core Total USD Bond Market ETF$351,6440.0%7,6130.1%ManufacturingIBMInternational Business Machines$343,709$119,013 â–¼-25.7%1,4180.0%Computer and TechnologyLMTLockheed Martin$340,574$7,259 â–¼-2.1%5630.0%AerospaceAXPAmerican Express$335,148$101,936 â–¼-23.3%1,1080.0%FinanceHONHoneywell International$331,038$10,401 â–¼-3.0%1,4640.0%Multi-Sector ConglomeratesCSXCSX$317,4400.0%7,7330.0%TransportationShowing 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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