Baron Financial Group, LLC Reduced Holdings in Q4 2024

Baron Financial Group, LLC

  • $161 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-255
- 0.28%
$54.2 - $60.92 $13.8K - $15.5K
91.7K $4.97M
VHT
Vanguard Health Care ETF

ETFs
-245
- 1.59%
$250.81 - $283.3 $61.4K - $69.4K
15.2K $3.85M
VNQ
Vanguard Specialized Funds Van

ETFs
-5
- 0.01%
$87.85 - $98.6 $439 - $493
58.7K $5.23M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.66K
- 1.74%
$48.33 - $49.08 $225K - $228K
263K $12.7M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-635
- 1.83%
$75.65 - $83.47 $48K - $53K
34K $2.59M
IWM
Ishares Russell 2000 ETF

ETFs
-1.03K
- 1.37%
$216.13 - $242.4 $223K - $250K
74.6K $16.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.18K
- 3.24%
$113.92 - $127.38 $135K - $151K
35.2K $4.06M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-610
- 1.28%
$33.39 - $37.66 $20.4K - $23K
47.2K $1.58M
GLD
Spdr Gold Trust

ETFs
-362
- 1.57%
$236.59 - $257.5 $85.6K - $93.2K
22.7K $5.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
-265
- 2.14%
$183.23 - $199.79 $48.6K - $52.9K
12.1K $2.24M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-52
- 1.24%
$563.99 - $620.12 $29.3K - $32.2K
4.15K $2.37M
MUB
Ishares National Muni Bond ETF

ETFs
-10
- 0.22%
$105.78 - $108.7 $1.06K - $1.09K
4.5K $479K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-10
- 0.16%
$77.02 - $78.58 $770 - $786
6.39K $493K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-50
- 2.59%
$107.41 - $115.71 $5.37K - $5.79K
1.88K $207K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-30
- 1.01%
$201.32 - $217.44 $6.04K - $6.52K
2.94K $607K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-957
- 1.25%
$76.21 - $82.24 $72.9K - $78.7K
75.9K $5.91M
VTI
Vanguard Total Stock Market Et

ETFs
-50
- 0.79%
$280.04 - $302.45 $14K - $15.1K
6.29K $1.82M
SPY
Spdr S&P 500 ETF Trust

ETFs
-607
- 1.84%
$567.81 - $607.81 $345K - $369K
32.5K $19M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-109
- 0.22%
$83.09 - $89.28 $9.06K - $9.73K
48.8K $4.15M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-140
- 1.66%
$370.24 - $418.94 $51.8K - $58.7K
8.27K $3.32M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-482
- 2.14%
$481.22 - $538.17 $232K - $259K
22.1K $11.3M
Activity Summary
Buys All Purchases 22 New Holdings 3 Increased Positions 19 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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