Baron Financial Group, LLC Top Holdings and 13F Report (2024) About Baron Financial Group, LLCInvestment ActivityBaron Financial Group, LLC has $157.26 million in total holdings as of June 30, 2024.Baron Financial Group, LLC owns shares of 47 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 0.84% of the portfolio was purchased this quarter.About 4.54% of the portfolio was sold this quarter.This quarter, Baron Financial Group, LLC has purchased 50 new stocks and bought additional shares in 10 stocks.Baron Financial Group, LLC sold shares of 32 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $18,819,146iShares Russell 2000 ETF $15,727,641Vanguard Short-Term Inflation-Protected Securities ETF $13,451,163Invesco QQQ $11,177,009iShares MSCI EAFE ETF $5,792,934 Largest New Holdings this Quarter Baytex Energy $47,223 Holding Largest Purchases this Quarter Vanguard Total International Bond ETF 12,535 shares (about $610.08K)Vanguard Small-Cap ETF 1,545 shares (about $336.90K)Amplify YieldShares CWP Dividend & Option Income ETF 3,725 shares (about $144.16K)Invesco S&P 500 GARP ETF 587 shares (about $60.33K)Vanguard Real Estate ETF 666 shares (about $55.78K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,687 shares (about $918.10K)iShares Russell 2000 ETF 2,847 shares (about $577.63K)Apple 2,401 shares (about $505.68K)Invesco QQQ 974 shares (about $466.65K)Vanguard Short-Term Inflation-Protected Securities ETF 6,258 shares (about $303.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaron Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$18,819,146$918,100 ▼-4.7%34,58012.0%FinanceIWMiShares Russell 2000 ETF$15,727,641$577,628 ▼-3.5%77,51810.0%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$13,451,163$303,763 ▼-2.2%277,1158.6%ManufacturingQQQInvesco QQQ$11,177,009$466,647 ▼-4.0%23,3297.1%FinanceEFAiShares MSCI EAFE ETF$5,792,934$192,458 ▼-3.2%73,9553.7%FinanceCWBSPDR Bloomberg Convertible Securities ETF$5,686,039$170,062 ▼-2.9%78,9073.6%ETFCGWInvesco S&P Global Water Index ETF$5,240,829$142,206 ▼-2.6%94,7883.3%ETFGLDSPDR Gold Shares$5,140,890$253,712 ▼-4.7%23,9103.3%FinanceVNQVanguard Real Estate ETF$5,106,142$55,785 ▲1.1%60,9613.2%ETFIWRiShares Russell Mid-Cap ETF$4,383,753$11,757 ▲0.3%54,0672.8%ETFEEMiShares MSCI Emerging Markets ETF$4,251,491$113,928 ▼-2.6%99,8242.7%FinanceSUBiShares Short-Term National Muni Bond ETF$4,213,365$243,602 ▼-5.5%40,3002.7%ETFVHTVanguard Health Care ETF$4,200,677$50,540 ▼-1.2%15,7922.7%ETFIQLTiShares MSCI Intl Quality Factor ETF$4,126,023$116,369 ▼-2.7%105,6602.6%ETFIJRiShares Core S&P Small-Cap ETF$4,058,947$260,250 ▼-6.0%38,0552.6%ETFICVTiShares Convertible Bond ETF$3,872,921$59,759 ▼-1.5%49,2552.5%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$3,346,970$144,158 ▲4.5%86,4852.1%ETFIWFiShares Russell 1000 Growth ETF$3,153,012$206,677 ▼-6.2%8,6502.0%ETFQAINYLI Hedge Multi-Strategy Tracker ETF$2,918,341$34,754 ▼-1.2%94,0491.9%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,786,055$146,137 ▼-5.0%35,3651.8%ManufacturingBNDXVanguard Total International Bond ETF$2,777,257$610,079 ▲28.2%57,0631.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,377,161$40,522 ▲1.7%44,4081.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2,341,432$106,854 ▼-4.4%66,7451.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,302,785$58,319 ▼-2.5%4,3041.5%ETFIWDiShares Russell 1000 Value ETF$2,223,450$49,724 ▼-2.2%12,7441.4%ETFBWXSPDR Bloomberg Barclays International Treasury Bond ETF$2,204,740$192,956 ▼-8.0%102,8811.4%FinanceSPGPInvesco S&P 500 GARP ETF$1,878,512$60,332 ▲3.3%18,2771.2%ETFVTIVanguard Total Stock Market ETF$1,694,6760.0%6,3351.1%ETFESGEiShares ESG Aware MSCI EM ETF$1,638,880$138,982 ▼-7.8%48,8781.0%ManufacturingIJHiShares Core S&P Mid-Cap ETF$1,616,615$34,234 ▼-2.1%27,6251.0%ETFAAPLApple$1,488,389$505,677 ▼-25.4%7,0670.9%Computer and TechnologyVBVanguard Small-Cap ETF$1,255,350$336,897 ▲36.7%5,7570.8%ETFMSFTMicrosoft$776,708$234,174 ▼-23.2%1,7380.5%Computer and TechnologyXOMExxon Mobil$767,851$86,340 ▼-10.1%6,6700.5%Oils/EnergyMTUMiShares MSCI USA Momentum Factor ETF$629,625$188,050 ▼-23.0%3,2310.4%ETFIBMInternational Business Machines$577,950$865 ▲0.1%3,3420.4%Computer and TechnologyMUBiShares National Muni Bond ETF$507,178$533 ▼-0.1%4,7600.3%ETFBSVVanguard Short-Term Bond ETF$496,863$17,258 ▼-3.4%6,4780.3%ETFARCCAres Capital$394,016$11,274 ▲2.9%18,9070.3%FinanceVGTVanguard Information Technology ETF$376,5140.0%6530.2%ETFCLColgate-Palmolive$338,6700.0%3,4900.2%Consumer StaplesVIGVanguard Dividend Appreciation ETF$249,5460.0%1,3670.2%ETFIEFAiShares Core MSCI EAFE ETF$227,436$1,090 ▲0.5%3,1310.1%ETFABBVAbbVie$217,488$21,440 ▼-9.0%1,2680.1%MedicalADPAutomatic Data Processing$202,993$151,648 ▼-42.8%8500.1%Business ServicesDSIiShares MSCI KLD 400 Social ETF$201,469$17,655 ▼-8.1%1,9400.1%ETFBTEBaytex Energy$47,223$47,223 ▲New Holding13,6250.0%Oils/EnergyJPMJPMorgan Chase & Co.$0$336,504 ▼-100.0%00.0%FinanceMRKMerck & Co., Inc.$0$262,977 ▼-100.0%00.0%MedicalJNJJohnson & Johnson$0$254,951 ▼-100.0%00.0%MedicalPGProcter & Gamble$0$219,200 ▼-100.0%00.0%Consumer StaplesShowing 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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