Baron Financial Group, LLC Portfolio Holdings

Baron Financial Group, LLC

  • $159 Million
  • Q1 2025

Baron Financial Group, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $159 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $18.2M, Ishares Russell 2000 ETF with a value of $14.9M, Vanguard Sht Trm Inflt Prot Fd with a value of $13.1M, Invesco Qqq Trust, Series 1 with a value of $10.3M, and Spdr Gold Trust with a value of $6.45M.

Examining the 13F form we can see an decrease of $2.33M in the current position value, from $161M to 159M.

Baron Financial Group, LLC is based out at Fair Lawn, NJ

Below you can find more details about Baron Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $159 Million
ETFs: $154 Million
Technology: $2.7 Million
Energy: $842,000
Financial Services: $433,000
Consumer Defensive: $327,000
Healthcare: $274,000
Industrials: $260,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.2 Million 11.44% of portfolio
32,519
Q1 2025 Added 0.19%
$0
$14.9 Million 9.35% of portfolio
74,133
Q1 2025 Reduced 0.65%
$0
$13.1 Million 8.22% of portfolio
262,175
Q1 2025 Reduced 0.27%
$0
$10.3 Million 6.47% of portfolio
21,933
Q1 2025 Reduced 0.64%
$109B
$6.45 Million 4.05% of portfolio
22,373
Q1 2025 Reduced 1.59%
$0
$6.31 Million 3.97% of portfolio
76,574
Q1 2025 Added 1.35%
$0
$5.75 Million 3.62% of portfolio
74,773
Q1 2025 Reduced 1.48%
$0
$5.28 Million 3.32% of portfolio
58,835
Q1 2025 Added 0.26%
$0
$5.08 Million 3.2% of portfolio
91,112
Q1 2025 Reduced 0.63%
$0
$4.92 Million 3.09% of portfolio
58,129
Q1 2025 Added 6.27%
$0
$4.61 Million 2.9% of portfolio
94,335
Q1 2025 Added 10.55%
$0
$4.4 Million 2.77% of portfolio
100,519
Q1 2025 Added 2.11%
$0
$4.25 Million 2.67% of portfolio
106,054
Q1 2025 Added 0.81%
$0
$4.21 Million 2.65% of portfolio
39,875
Q1 2025 Reduced 0.04%
$0
$4.12 Million 2.59% of portfolio
49,071
Q1 2025 Added 0.52%
$0
$3.99 Million 2.51% of portfolio
15,164
Q1 2025 Added 0.01%
$0
$3.61 Million 2.27% of portfolio
34,684
Q1 2025 Reduced 1.59%
$0
$2.93 Million 1.84% of portfolio
93,398
Q1 2025 Added 0.46%
$0
$2.85 Million 1.79% of portfolio
7,914
Q1 2025 Reduced 4.3%
$0
$2.8 Million 1.76% of portfolio
33,921
Q1 2025 Reduced 0.27%
$0
$2.44 Million 1.53% of portfolio
45,427
Q1 2025 Added 1.48%
$0
$2.34 Million 1.47% of portfolio
63,623
Q1 2025 Reduced 1.81%
$0
$2.34 Million 1.47% of portfolio
107,056
Q1 2025 Added 4.14%
$0
$2.22 Million 1.39% of portfolio
11,904
Q1 2025 Reduced 1.77%
$0
$2.2 Million 1.39% of portfolio
4,131
Q1 2025 Reduced 0.55%
$0
$1.82 Million 1.14% of portfolio
18,335
Q1 2025 Added 0.56%
$0
$1.71 Million 1.08% of portfolio
7,730
Q1 2025 Added 18.81%
$0
$1.7 Million 1.07% of portfolio
6,235
Q1 2025 Reduced 0.8%
$0
$1.63 Million 1.03% of portfolio
46,665
Q1 2025 Reduced 1.18%
$0
$1.48 Million 0.93% of portfolio
25,362
Q1 2025 Reduced 1.56%
$0
$497,000 0.31% of portfolio
6,355
Q1 2025 Reduced 0.47%
$0
$472,000 0.3% of portfolio
4,495
Q1 2025 Reduced 0.11%
$0
$346,000 0.22% of portfolio
638
Q3 2024 Reduced 2.3%
$0
$348,000 0.22% of portfolio
1,735
Q1 2025 Reduced 40.91%
$0
$252,000 0.16% of portfolio
3,311
Q1 2025 Added 2.32%
$0
$248,000 0.16% of portfolio
1,367
Q4 2023 Added 4.35%
$0
$215,000 0.14% of portfolio
581
Q1 2025 Reduced 14.68%

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $159 Million
  • Prior Value $161 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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