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Baron Financial Group

Latest statistics and disclosures from Baron Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IWM, VTIP, QQQ, EFA, and represent 40.93% of Baron Financial Group's stock portfolio.
Added to shares of these 10 stocks: IJH, BNDX, DIVO, VB, IEMG, PG, QAI, IQLT, VNQ, ICVT.
Started 1 new stock position in PG.
Reduced shares in these 10 stocks: MTUM, SPY, PHDG, QQQ, IWF, VTIP, , IJR, BWX, IWM.
Sold out of its positions in FPE, PHDG.
Baron Financial Group was a net seller of stock by $-1.5M.
Baron Financial Group has $162M in assets under management (AUM), dropping by 3.34%.
Central Index Key (CIK): 0001832093

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Positions held by Baron Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Baron Financial Group

Baron Financial Group holds 50 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	11.7	$19M	-3%	36k	523.07	View chart
Ishares Tr Russell 2000 Etf (IWM)	10.4	$17M		80k	210.30	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	8.4	$14M	-2%	283k	47.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.7	$11M	-3%	24k	444.02	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.8	$6.1M		76k	79.86	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	3.7	$5.9M		81k	73.04	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	3.3	$5.4M		97k	55.53	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.2	$5.2M		60k	86.48	View chart
Spdr Gold Tr Gold Shs (GLD)	3.2	$5.2M		25k	205.72	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	2.8	$4.5M		54k	84.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.8	$4.5M	-4%	41k	110.52	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.8	$4.5M		43k	104.73	View chart
Vanguard World Health Car Etf (VHT)	2.7	$4.3M		16k	270.52	View chart
Ishares Tr Msci Intl Qualty (IQLT)	2.7	$4.3M	+2%	109k	39.66	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	2.6	$4.2M		103k	41.08	View chart
Ishares Tr Conv Bd Etf (ICVT)	2.5	$4.0M		50k	79.83	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	2.0	$3.2M	+39%	83k	38.88	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.9	$3.1M	-9%	9.2k	337.05	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	1.8	$3.0M	-3%	37k	79.91	View chart
Indexiq Etf Tr Hedge Mlti Etf (QAI)	1.8	$2.9M	+6%	95k	30.89	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.5	$2.5M	-4%	70k	35.84	View chart
Spdr Ser Tr Bloomberg Intl T (BWX)	1.5	$2.5M	-7%	112k	22.24	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.5	$2.5M	-4%	4.4k	556.44	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.4	$2.3M	-6%	13k	179.11	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$2.3M	+10%	44k	51.60	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.4	$2.2M	+97%	45k	49.19	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	1.2	$1.9M		18k	106.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$1.7M	+406%	28k	60.74	View chart
Ishares Esg Awr Msci Em (ESGE)	1.1	$1.7M	-6%	53k	32.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$1.6M	-4%	6.3k	259.90	View chart
Apple (AAPL)	1.0	$1.6M	-2%	9.5k	171.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$963k	+30%	4.2k	228.61	View chart
Microsoft Corporation (MSFT)	0.6	$952k		2.3k	420.76	View chart
Exxon Mobil Corporation (XOM)	0.5	$863k		7.4k	116.24	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$786k	-69%	4.2k	187.35	View chart
International Business Machines (IBM)	0.4	$637k		3.3k	190.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$514k		6.7k	76.67	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$513k	-10%	4.8k	107.60	View chart
Ares Capital Corporation (ARCC)	0.2	$382k		18k	20.82	View chart
Automatic Data Processing (ADP)	0.2	$371k	-7%	1.5k	249.68	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$342k		653.00	524.34	View chart
JPMorgan Chase & Co. (JPM)	0.2	$337k	-2%	1.7k	200.30	View chart
Colgate-Palmolive Company (CL)	0.2	$314k		3.5k	90.05	View chart
Merck & Co (MRK)	0.2	$263k		2.0k	131.95	View chart
Johnson & Johnson (JNJ)	0.2	$255k	-5%	1.6k	158.16	View chart
Abbvie (ABBV)	0.2	$254k		1.4k	182.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$250k		1.4k	182.61	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$231k		3.1k	74.22	View chart
Procter & Gamble Company (PG)	0.1	$219k	NEW	1.4k	162.25	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$213k	-6%	2.1k	100.81	View chart

Past Filings by Baron Financial Group

SEC 13F filings are viewable for Baron Financial Group going back to 2020

Baron Financial Group 2024 Q1 filed April 30, 2024
Baron Financial Group 2023 Q4 filed Jan. 22, 2024
Baron Financial Group 2023 Q3 filed Oct. 19, 2023
Baron Financial Group 2023 Q2 filed Aug. 3, 2023
Baron Financial Group 2023 Q1 filed April 6, 2023
Baron Financial Group 2022 Q4 filed Jan. 20, 2023
Baron Financial Group 2022 Q3 filed Nov. 3, 2022
Baron Financial Group 2022 Q2 filed Aug. 11, 2022
Baron Financial Group 2022 Q1 filed May 13, 2022
Baron Financial Group 2021 Q4 filed Feb. 9, 2022
Baron Financial Group 2021 Q3 filed Nov. 12, 2021
Baron Financial Group 2021 Q1 restated filed Sept. 1, 2021
Baron Financial Group 2020 Q4 restated filed Sept. 1, 2021
Baron Financial Group 2021 Q2 filed Aug. 6, 2021
Baron Financial Group 2021 Q1 filed May 13, 2021
Baron Financial Group 2020 Q4 filed Feb. 9, 2021

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