Baron Financial Group, LLC Purchases and Sells in Q4 2025

Baron Financial Group, LLC

$184 Million
Q4 2025

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BNDX	7.37K + 7.52%	$49.3 - $49.91 $363K - $368K	105K $5.21M
BWX	11.2K + 9.26%	$22.52 - $23.03 $253K - $259K	133K $3M
SRVR	7.78K + 80.99%	$29.22 - $32.13 $227K - $250K	17.4K $508K
AAPL	340 + 4.58%	$245.27 - $275.25 $83.4K - $93.6K	7.76K $2.08M
SUB	1.85K + 4.73%	$106.22 - $106.81 $197K - $198K	40.9K $4.36M
VNQ	2.75K + 4.65%	$88.13 - $92.69 $243K - $255K	62K $5.55M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLU	9.31K New	$87.89 - $92.9 $818K - $864K	9.31K $825K
NVDA	3.36K New	$179.83 - $207.04 $605K - $696K	3.36K $627K
C	5.87K New	$93.93 - $102.87 $551K - $603K	5.87K $575K
VEA	4.28K New	$59.18 - $62.09 $253K - $265K	4.28K $262K
VOO	375 New	$600.51 - $631.95 $225K - $237K	375 $231K
GRID	1.46K New	$149.52 - $158.91 $219K - $233K	1.46K $223K

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWM	-292 - 0.39%	$236.79 - $250.33 $69.1K - $73.1K	73.7K $17.5M
SPY	-561 - 1.72%	$653.02 - $687.39 $366K - $386K	32.1K $21.4M
VTIP	-3.53K - 1.36%	$49.98 - $50.22 $176K - $177K	257K $12.8M
IJR	-1.8K - 5.37%	$114.27 - $121.15 $205K - $218K	31.7K $3.7M
CWB	-1.07K - 1.45%	$88.49 - $93.64 $94.2K - $99.7K	72.5K $6.42M
QQQ	-485 - 2.21%	$589.5 - $635.77 $286K - $308K	21.4K $12.9M

Activity Summary All Purchases 21 New Holdings 9 Increased Positions 12 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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