Baron-Financial-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ "ABBV", null, "ARCC", null, null, "MUB", null, "IJH", null, "MSFT", "IJR", "IWD", "VHT", null, "EEM", "IWF", "IEMG", "AAPL", "SPY", null, "IEFA", "SPDW", "GLD", "IBM", "VNQ", "VIG", null, "IWR", "ESGD", "VGT", "VUG", "BNDX", "BSV", "VB", null, null, "MTUM", null, "ADP", "BTE", "CL", "EFA", "QQQ", "IWM", "MDY", "XOM", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-14
- Total Holdings
- 47
- Total Value
- 158973244
- Accession Number
- 0001667731-25-000421
- Form Type
- 13F-HR
- Manager Name
- Baron-Financial-Group
Data Enrichment
77% identified36 identified11 unidentified
Holdings
47 positions • $159.0M total value
Manager:
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Shares:852
Value:$260.3K
% of Portfolio:0.2% ($260.3K/$159.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 3.5K | All Managers (Combined) | $327.0K | 0.2% ($327.0K/$159.0M) | |||
AbbVie Inc.(ABBVcusip00287Y109) | 1.3K | QoQ 0.00% (+0)YoY -6.03% (-84) | All Managers (Combined) | $274.3K | 0.2% ($274.3K/$159.0M) | |
| 1.4K | All Managers (Combined) | $265.2K | 0.2% ($265.2K/$159.0M) | |||
| 852 | QoQ +0.11% (+1) | All Managers (Combined) | $260.3K | 0.2% ($260.3K/$159.0M) | ||
| 3.3K | QoQ +2.31% (+75)YoY +6.25% (+195) | All Managers (Combined) | $250.5K | 0.2% ($250.5K/$159.0M) | ||
| 581 | YoY NEW(+581) | All Managers (Combined) | $215.4K | 0.1% ($215.4K/$159.0M) | YoY NEW(+$215.4K) | |
| 13.6K | QoQ 0.00% (-0)YoY NEW(+13.6K) | All Managers (Combined) | $30.4K | 0.0% ($30.4K/$159.0M) | YoY NEW(+$30.4K) |