Baron-Silver-Stevens-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "ACN",
  "ABBV",
  "GOOGL",
  "AXP",
  "CAT",
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  null,
  null,
  null,
  null,
  "DUK",
  null,
  null,
  "GILD",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "SYBT",
  "AMAT",
  "MUB",
  "META",
  "IJH",
  "RBCAA",
  null,
  "MA",
  "MSFT",
  "IJR",
  "IWD",
  "VGIT",
  null,
  "IWF",
  "PEP",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  "IEFA",
  null,
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  "RTX",
  "GLD",
  "IBM",
  "TMO",
  "VO",
  "ACWV",
  "VWO",
  "VIG",
  "VYM",
  "TT",
  "AEP",
  null,
  null,
  "AMZN",
  "MSI",
  null,
  null,
  "VEU",
  "VGT",
  "ESGV",
  "VUG",
  "VEA",
  "VXUS",
  "VTEB",
  "BND",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WMB",
  "IUSG",
  null,
  null,
  "SCHD",
  null,
  "CRM",
  null,
  "IXUS",
  "IUSV",
  null,
  null,
  "BRK-B",
  "CVX",
  "CSCO",
  "KO",
  "CMCSA",
  "COST",
  "CSX",
  "DHR",
  "DE",
  null,
  "IJJ",
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  "QQQ",
  "IWM",
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  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
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  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 124
Total Value: 571582224
Accession Number: 0001172661-25-001595
Form Type: 13F-HR
CIK: baron-silver-stevens-financial-advisors
Manager Name: Baron-Silver-Stevens-Financial-Advisors

Data Enrichment

79% identified

98 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

124 positions • $571.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.3K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$571.6M)

81369Y803

XLK|81369Y803

Shares:8.3K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$571.6M)

46434VBD1

Shares:67.2K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$571.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:9.7K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$571.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.7K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$571.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:10.4K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$571.6M)

922042858

VWO|922042858

Shares:34.7K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$571.6M)

Meta Platforms, Inc.

META|30303M102

Shares:2.7K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$571.6M)

NVIDIA CORP

NVDA|67066G104

Shares:14.0K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$571.6M)

464287598

IWD|464287598

Shares:7.8K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$571.6M)

46435GAA0

Shares:59.5K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$571.6M)

921943858

VEA|921943858

Shares:27.8K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$571.6M)

Alphabet Inc.

GOOG|02079K107

Shares:6.8K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$571.6M)

46435UAA9

Shares:42.4K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$571.6M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:14.2K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$571.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:5.5K

Value:$905.9K

% of Portfolio:0.2% ($905.9K/$571.6M)

46435U515

Shares:35.1K

Value:$886.1K

% of Portfolio:0.2% ($886.1K/$571.6M)

Tesla, Inc.

TSLA|88160R101

Shares:3.1K

Value:$815.8K

% of Portfolio:0.1% ($815.8K/$571.6M)

HOME DEPOT, INC.

HD|437076102

Shares:2.2K

Value:$797.6K

% of Portfolio:0.1% ($797.6K/$571.6M)

Trane Technologies plc

TT|G8994E103

Shares:2.3K

Value:$780.6K

% of Portfolio:0.1% ($780.6K/$571.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.3K	QoQ -2.39% (-80) YoY +11.85% (+345)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$571.6M)	QoQ +14.67% (-$221.9K) YoY +41.65% (+$509.9K)
(XLKcusip81369Y803)	8.3K	QoQ 0.00% (-0) YoY +1.09% (+90)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$571.6M)	QoQ -11.19% (-$217.2K) YoY +0.22% (+$3.8K)
(cusip46434VBD1)✕	67.2K	QoQ +0.14% (+98) YoY -	All Managers (Combined)	$1.7M	0.3% ($1.7M/$571.6M)	QoQ +0.54% (+$9.2K) YoY +21.35% (+$297.3K)
PROCTER & GAMBLE Co(PGcusip742718109)	9.7K	QoQ -10.16% (-1.1K) YoY +69.49% (+4.0K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$571.6M)	QoQ -8.68% (-$156.5K) YoY +78.01% (+$721.2K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.7K	QoQ +1.12% (+19) YoY +26.69% (+359)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$571.6M)	QoQ +4.38% (+$67.7K) YoY +63.58% (+$626.5K)
Alphabet Inc.(GOOGLcusip02079K305)	10.4K	QoQ +0.68% (-70) YoY +0.31% (+33)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$571.6M)	QoQ -17.75% (-$345.8K) YoY +2.78% (+$43.4K)
(VWOcusip922042858)	34.7K	QoQ +24.18% (+6.8K) YoY +21.25% (+6.1K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$571.6M)	QoQ +27.62% (+$340.0K) YoY +31.38% (+$375.2K)
Meta Platforms, Inc.(METAcusip30303M102)	2.7K	QoQ -8.50% (-250) YoY -8.60% (-253)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$571.6M)	QoQ -9.93% (-$171.0K) YoY +8.48% (-$121.2K)
NVIDIA CORP(NVDAcusip67066G104)	14.0K	QoQ -0.38% (-54) YoY +752.52% (+12.3K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$571.6M)	QoQ -19.60% (-$369.7K) YoY +2.25% (+$33.5K)
(IWDcusip464287598)	7.8K	QoQ -7.89% (-672) YoY -9.77% (-849)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$571.6M)	QoQ -6.39% (-$100.7K) YoY -5.21% (-$81.2K)
(cusip46435GAA0)✕	59.5K	QoQ -2.25% (-1.4K) YoY -	All Managers (Combined)	$1.4M	0.3% ($1.4M/$571.6M)	QoQ -1.68% (-$24.7K) YoY +6.32% (+$85.6K)
(VEAcusip921943858)	27.8K	QoQ -0.39% (-110) YoY -0.98% (-276)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$571.6M)	QoQ +5.87% (-$78.4K) YoY +0.31% (-$4.5K)
Alphabet Inc.(GOOGcusip02079K107)	6.8K	QoQ -2.87% (-200) YoY -13.93% (-1.1K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$571.6M)	QoQ -20.31% (-$269.6K) YoY -11.69% (-$140.0K)
(cusip46435UAA9)✕	42.4K	QoQ +6.98% (+2.8K) YoY -	All Managers (Combined)	$1.0M	0.2% ($1.0M/$571.6M)	QoQ +7.96% (+$75.7K) YoY +18.28% (+$158.6K)
NEXTERA ENERGY INC(NEEcusip65339F101)	14.2K	QoQ +0.99% (-140) YoY -30.36% (-6.2K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$571.6M)	QoQ -0.12% (-$1.3K) YoY -22.75% (-$295.6K)
JOHNSON & JOHNSON(JNJcusip478160104)	5.5K	QoQ -0.36% (-20) YoY -5.58% (-323)	All Managers (Combined)	$905.9K	0.2% ($905.9K/$571.6M)	QoQ +14.25% (-$113.0K) YoY -1.02% (-$9.3K)
(cusip46435U515)✕	35.1K	QoQ -3.72% (-1.4K) YoY +11.03% (+3.5K)	All Managers (Combined)	$886.1K	0.2% ($886.1K/$571.6M)	QoQ -2.33% (-$21.2K) YoY +12.61% (+$99.3K)
Tesla, Inc.(TSLAcusip88160R101)	3.1K	QoQ -18.78% (-728) YoY -0.03% (-1)	All Managers (Combined)	$815.8K	0.1% ($815.8K/$571.6M)	QoQ -47.87% (-$749.4K) YoY +47.37% (-$262.3K)
HOME DEPOT, INC.(HDcusip437076102)	2.2K	QoQ +0.83% (-18) YoY +3.86% (-81)	All Managers (Combined)	$797.6K	0.1% ($797.6K/$571.6M)	QoQ -4.99% (-$42.0K) YoY -0.76% (-$6.2K)
Trane Technologies plc(TTcusipG8994E103)	2.3K	QoQ -1.48% (-35) YoY -3.61% (-87)	All Managers (Combined)	$780.6K	0.1% ($780.6K/$571.6M)	QoQ -10.13% (-$88.1K) YoY +8.17% (-$59.0K)