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", "AVGO", 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, "SHOP", "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", "USMV", "NEE", "QQQ", "IWM", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PM", "MO", "XLK", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Baron-Silver-Stevens-Financial-Advisors
Data Enrichment
79% identified98 identified26 unidentified
Holdings
124 positions • $571.6M total value
Manager:
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464288802
Shares:1.8K
Value:$204.4K
% of Portfolio:0.0% ($204.4K/$571.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
COMCAST CORP(CMCSAcusip20030N101) | 5.6K | All Managers (Combined) | $205.3K | 0.0% ($205.3K/$571.6M) | ||
(cusip464288802)✕ | 1.8K | QoQ -2.30% (-42)YoY -8.34% (-162) | All Managers (Combined) | $204.4K | 0.0% ($204.4K/$571.6M) | |
1.6K | QoQ 0.00% (-0)YoY NEW(+1.6K) | All Managers (Combined) | $202.4K | 0.0% ($202.4K/$571.6M) | YoY NEW(+$202.4K) | |
1.7K | All Managers (Combined) | $202.2K | 0.0% ($202.2K/$571.6M) |