Baron Silver Stevens Financial Advisors, LLC Purchases in Q3 2025

Baron Silver Stevens Financial Advisors, LLC

  • $674 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.07K
+ 3.21%
$49.78 - $50.75 $53.5K - $54.5K
34.5K $1.75M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
738
+ 17.53%
$54.35 - $59.32 $40.1K - $43.8K
4.95K $292K
GS
Goldman Sachs Group Inc

Financial Services
34
+ 8.35%
$696.56 - $806.32 $23.7K - $27.4K
441 $351K
VZ
Verizon Communications Inc

Communication Services
1.23K
+ 22.65%
$40.84 - $45.06 $50.4K - $55.6K
6.68K $293K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
275
+ 16.43%
$134.94 - $145.86 $37.1K - $40.1K
1.95K $283K
AMAT
Applied Materials Inc

Technology
30
+ 1.58%
$156.25 - $204.95 $4.69K - $6.15K
1.93K $395K
AVUS
American Centy ETF Tr Avantis

ETFs
138
+ 3.26%
$101.2 - $109.16 $14K - $15.1K
4.37K $474K
LLY
Eli Lilly & CO

Healthcare
78
+ 8.41%
$625.65 - $812.69 $48.8K - $63.4K
1.01K $766K
VGT
Vanguard Information Technolog

ETFs
9
+ 2.32%
$656.44 - $753.15 $5.91K - $6.78K
397 $296K
MS
Morgan Stanley

Financial Services
2
+ 0.09%
$139.09 - $161.16 $278 - $322
2.19K $347K
IWM
Ishares Russell 2000 ETF

ETFs
10
+ 0.89%
$214.92 - $244.84 $2.15K - $2.45K
1.13K $274K
PG
Procter & Gamble CO

Consumer Defensive
567
+ 5.6%
$150.47 - $161.22 $85.3K - $91.4K
10.7K $1.64M
IVE
Ishares S&P 500 Value ETF

ETFs
22
+ 1.08%
$194.44 - $206.51 $4.28K - $4.54K
2.06K $426K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
664
+ 1.36%
$25.24 - $25.56 $16.8K - $17K
49.4K $1.26M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
642
+ 5.87%
$23.09 - $23.43 $14.8K - $15K
11.6K $270K
IBHG
Ishares Tr Ibonds 2027 Term Hi
667
+ 5.24%
$22.38 - $22.53 $14.9K - $15K
13.4K $301K
IBDV
Ishares Tr

Technology
56
+ 0.16%
$21.75 - $22.22 $1.22K - $1.24K
34.4K $761K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
158
+ 0.23%
$25.09 - $25.19 $3.96K - $3.98K
67.5K $1.7M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
50
+ 0.11%
$24.14 - $24.34 $1.21K - $1.22K
46.4K $1.13M
WMB
Williams Companies, Inc.

Energy
41
+ 1.21%
$56.52 - $64.01 $2.32K - $2.62K
3.42K $216K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
150
+ 0.22%
N/A
68.1K $1.62M
T
At&T Inc.

Communication Services
182
+ 2.62%
$26.94 - $29.62 $4.9K - $5.39K
7.12K $201K
Blackrock Inc
175
New
N/A
175 $0
CSCO
Cisco Systems, Inc.

Technology
29
+ 0.55%
$66.2 - $71.79 $1.92K - $2.08K
5.31K $363K
KO
Coca Cola CO

Consumer Defensive
67
+ 1.46%
$65.67 - $71.67 $4.4K - $4.8K
4.66K $309K
NFLX
Netflix Inc

Communication Services
1
+ 0.49%
$1147.87 - $1297.18 $1.15K - $1.3K
207 $248K
HON
Honeywell International Inc

Industrials
19
+ 1.34%
$207.7 - $240.4 $3.95K - $4.57K
1.44K $303K
Activity Summary
Buys All Purchases 78 New Holdings 8 Increased Positions 70 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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