Baron Financial Group, LLC Top Holdings and 13F Report (2024) About Baron Financial Group, LLCInvestment ActivityBaron Financial Group, LLC has $161.27 million in total holdings as of June 30, 2024.Baron Financial Group, LLC owns shares of 50 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 1.78% of the portfolio was purchased this quarter.About 3.50% of the portfolio was sold this quarter.This quarter, Baron Financial Group, LLC has purchased 47 new stocks and bought additional shares in 12 stocks.Baron Financial Group, LLC sold shares of 31 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $19,022,458iShares Russell 2000 ETF $16,488,050Vanguard Short-Term Inflation-Protected Securities ETF $12,729,134Invesco QQQ $11,285,633SPDR Bloomberg Convertible Securities ETF $5,911,851 Largest New Holdings this Quarter Vanguard Growth ETF $279,510 HoldingBlackstone $219,836 HoldingVanguard Small-Cap Value ETF $210,269 Holding Largest Purchases this Quarter Vanguard Total International Bond ETF 28,272 shares (about $1.39M)Amplify YieldShares CWP Dividend & Option Income ETF 8,235 shares (about $333.35K)Vanguard Growth ETF 681 shares (about $279.51K)Blackstone 1,275 shares (about $219.84K)Vanguard Small-Cap Value ETF 1,061 shares (about $210.27K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 2,123 shares (about $1.24M)Vanguard Short-Term Inflation-Protected Securities ETF 14,225 shares (about $688.77K)Invesco QQQ 1,254 shares (about $641.10K)iShares Russell 2000 ETF 2,898 shares (about $640.34K)iShares Core S&P Small-Cap ETF 2,811 shares (about $323.88K) 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$19,022,458$1,244,252 ▼-6.1%32,45711.8%FinanceIWMiShares Russell 2000 ETF$16,488,050$640,343 ▼-3.7%74,62010.2%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$12,729,134$688,775 ▼-5.1%262,8907.9%ManufacturingQQQInvesco QQQ$11,285,633$641,096 ▼-5.4%22,0757.0%FinanceCWBSPDR Bloomberg Convertible Securities ETF$5,911,851$234,215 ▼-3.8%75,9003.7%ETFEFAiShares MSCI EAFE ETF$5,712,778$121,051 ▲2.2%75,5563.5%FinanceGLDSPDR Gold Shares$5,504,826$284,503 ▼-4.9%22,7353.4%FinanceVNQVanguard Real Estate ETF$5,227,315$203,103 ▼-3.7%58,6813.2%ETFCGWInvesco S&P Global Water Index ETF$4,969,490$168,020 ▼-3.3%91,6883.1%ETFIWRiShares Russell Mid-Cap ETF$4,835,480$55,957 ▲1.2%54,7003.0%ETFSUBiShares Short-Term National Muni Bond ETF$4,207,598$43,247 ▼-1.0%39,8902.6%ETFBNDXVanguard Total International Bond ETF$4,185,682$1,386,742 ▲49.5%85,3352.6%ETFICVTiShares Convertible Bond ETF$4,148,066$37,132 ▼-0.9%48,8182.6%ETFEEMiShares MSCI Emerging Markets ETF$4,116,706$57,921 ▼-1.4%98,4392.6%FinanceIJRiShares Core S&P Small-Cap ETF$4,060,814$323,883 ▼-7.4%35,2442.5%ETFIQLTiShares MSCI Intl Quality Factor ETF$3,905,210$16,890 ▼-0.4%105,2052.4%ETFVHTVanguard Health Care ETF$3,846,448$159,825 ▼-4.0%15,1622.4%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$3,834,266$333,353 ▲9.5%94,7202.4%ETFIWFiShares Russell 1000 Growth ETF$3,321,067$152,600 ▼-4.4%8,2702.1%ETFQAINYLI Hedge Multi-Strategy Tracker ETF$2,920,125$33,954 ▼-1.1%92,9681.8%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,589,750$102,941 ▼-3.8%34,0131.6%ManufacturingMDYSPDR S&P MidCap 400 ETF Trust$2,365,904$85,432 ▼-3.5%4,1541.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,337,681$18,695 ▲0.8%44,7661.4%ETFIWDiShares Russell 1000 Value ETF$2,243,595$115,706 ▼-4.9%12,1191.4%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2,211,398$66,622 ▼-2.9%64,7931.4%ETFBWXSPDR Bloomberg Barclays International Treasury Bond ETF$2,198,914$1,711 ▼-0.1%102,8011.4%FinanceSPGPInvesco S&P 500 GARP ETF$1,912,176$4,720 ▼-0.2%18,2321.2%ETFVTIVanguard Total Stock Market ETF$1,821,456$14,491 ▼-0.8%6,2851.1%ETFAAPLApple$1,728,222$41,571 ▼-2.3%6,9011.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,605,418$115,897 ▼-6.7%25,7651.0%ETFESGEiShares ESG Aware MSCI EM ETF$1,576,778$55,261 ▼-3.4%47,2231.0%ManufacturingVBVanguard Small-Cap ETF$1,563,288$179,973 ▲13.0%6,5061.0%ETFMSFTMicrosoft$780,212$47,630 ▲6.5%1,8510.5%Computer and TechnologyIBMInternational Business Machines$736,319$1,539 ▲0.2%3,3490.5%Computer and TechnologyXOMExxon Mobil$717,4920.0%6,6700.4%Oils/EnergyMTUMiShares MSCI USA Momentum Factor ETF$607,518$61,041 ▼-9.1%2,9360.4%ETFBSVVanguard Short-Term Bond ETF$493,369$7,186 ▼-1.4%6,3850.3%ETFMUBiShares National Muni Bond ETF$479,475$27,703 ▼-5.5%4,5000.3%ETFARCCAres Capital$422,637$8,756 ▲2.1%19,3070.3%FinanceVGTVanguard Information Technology ETF$396,709$9,327 ▼-2.3%6380.2%ETFCLColgate-Palmolive$317,2760.0%3,4900.2%Consumer StaplesVUGVanguard Growth ETF$279,510$279,510 ▲New Holding6810.2%ETFVIGVanguard Dividend Appreciation ETF$267,7000.0%1,3670.2%ETFADPAutomatic Data Processing$249,237$293 ▲0.1%8510.2%Business ServicesABBVAbbVie$232,610$7,286 ▲3.2%1,3090.1%MedicalIEFAiShares Core MSCI EAFE ETF$227,427$7,379 ▲3.4%3,2360.1%ETFBXBlackstone$219,836$219,836 ▲New Holding1,2750.1%FinanceVBRVanguard Small-Cap Value ETF$210,269$210,269 ▲New Holding1,0610.1%ETFDSIiShares MSCI KLD 400 Social ETF$207,270$6,615 ▼-3.1%1,8800.1%ETFBTEBaytex Energy$35,1530.0%13,6250.0%Oils/EnergyShowing 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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