Baron Financial Group, LLC Reduced Holdings in Q4 2025

Baron Financial Group, LLC

  • $184 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-292
- 0.39%
$236.79 - $250.33 $69.1K - $73.1K
73.7K $17.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-561
- 1.72%
$653.02 - $687.39 $366K - $386K
32.1K $21.4M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-3.53K
- 1.36%
$49.98 - $50.22 $176K - $177K
257K $12.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.8K
- 5.37%
$114.27 - $121.15 $205K - $218K
31.7K $3.7M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.07K
- 1.45%
$88.49 - $93.64 $94.2K - $99.7K
72.5K $6.42M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-485
- 2.21%
$589.5 - $635.77 $286K - $308K
21.4K $12.9M
GLD
Spdr Gold Trust

ETFs
-1.64K
- 8.46%
$354.79 - $403.15 $581K - $660K
17.7K $6.67M
MUB
Ishares National Muni Bond ETF

ETFs
-2.05K
- 45.8%
$106.36 - $107.61 $218K - $220K
2.42K $258K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-2.54K
- 2.9%
$62.94 - $65.98 $160K - $167K
84.8K $5.42M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-315
- 0.63%
$98.1 - $103.73 $30.9K - $32.7K
49.7K $4.88M
IEMG
Ishares Inc

ETFs
-1.75K
- 3.96%
N/A
42.3K $2.27M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-45
- 0.24%
$110.02 - $115.23 $4.95K - $5.19K
18.6K $2.05M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-9
- 0.23%
$577.77 - $604.78 $5.2K - $5.44K
3.95K $2.31M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-2.06K
- 1.97%
$43.84 - $45.35 $90.1K - $93.2K
102K $4.57M
MSFT
Microsoft Corp

Technology
-7
- 0.38%
$496.82 - $542.07 $3.48K - $3.79K
1.82K $923K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-20
- 1.27%
$245.79 - $258.02 $4.92K - $5.16K
1.56K $382K
VUG
Vanguard Growth ETF

ETFs
-40
- 7.42%
$470.44 - $504.26 $18.8K - $20.2K
499 $241K
IWD
Ishares Russell 1000 Val ETF

ETFs
-155
- 1.33%
$199.44 - $208.01 $30.9K - $32.2K
11.5K $2.35M
VTI
Vanguard Total Stock Market Et

ETFs
-40
- 0.67%
$321.8 - $337.95 $12.9K - $13.5K
5.96K $1.97M
IEFA
Ishares Tr

ETFs
-15
- 0.45%
$86.09 - $89.88 $1.29K - $1.35K
3.3K $292K
VGT
Vanguard Information Technolog

ETFs
-10
- 1.57%
$736.33 - $801.52 $7.36K - $8.02K
628 $474K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-885
- 1.91%
$42.19 - $45.31 $37.3K - $40.1K
45.5K $2.03M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-670
- 1.09%
$42.26 - $44.28 $28.3K - $29.7K
60.9K $2.66M
IBM
International Business Machines Corp

Technology
-15
- 0.56%
$275.97 - $314.98 $4.14K - $4.72K
2.64K $785K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-90
- 1.19%
$459.47 - $491.71 $41.4K - $44.3K
7.49K $3.53M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-145
- 0.44%
$91.84 - $96.06 $13.3K - $13.9K
32.9K $3.12M
EEM
Ishares Msci Emerging Markets

ETFs
-2.01K
- 2.02%
$51.94 - $56.01 $104K - $113K
97.3K $5.35M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-134
- 0.18%
$92.24 - $96.56 $12.4K - $12.9K
75.2K $7.17M
VHT
Vanguard Health Care ETF

ETFs
-390
- 2.63%
$264.7 - $283.93 $103K - $111K
14.5K $4.09M
Activity Summary
Buys All Purchases 21 New Holdings 9 Increased Positions 12 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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