Baron Silver Stevens Financial Advisors, LLC Reduced Holdings in Q3 2024

Baron Silver Stevens Financial Advisors, LLC

  • $569 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-339
- 2.54%
$395.15 - $467.56 $134K - $159K
13K $5.59M
GOOG
Alphabet Inc.

Communication Services
-476
- 6.57%
$149.54 - $192.66 $71.2K - $91.7K
6.77K $1.13M
GILD
Gilead Sciences, Inc.

Healthcare
-3.21K
- 31.93%
$66.59 - $83.99 $214K - $270K
6.85K $574K
NVDA
Nvidia Corp

Technology
-616
- 4.15%
$98.91 - $134.91 $60.9K - $83.1K
14.2K $1.73M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-709
- 23.66%
$87.56 - $95.49 $62.1K - $67.7K
2.29K $218K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-105
- 10.21%
$434.77 - $502.96 $45.7K - $52.8K
923 $450K
AWK
American Water Works Company, Inc.

Utilities
-499
- 25.91%
$127.76 - $149.9 $63.8K - $74.8K
1.43K $208K
DIS
Walt Disney CO

Communication Services
-229
- 6.84%
$85.6 - $98.61 $19.6K - $22.6K
3.12K $299K
HON
Honeywell International Inc

Industrials
-75
- 4.99%
$196.73 - $220.21 $14.8K - $16.5K
1.43K $295K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.47K
- 5.39%
$54.98 - $59.51 $136K - $147K
43.3K $2.58M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-95
- 2.26%
$50.25 - $50.74 $4.77K - $4.82K
4.11K $208K
PFE
Pfizer Inc

Healthcare
-423
- 4.26%
$27.7 - $31.39 $11.7K - $13.3K
9.5K $274K
HDV
Ishares Core High Dividend ETF

ETFs
-2.37K
- 7.27%
$107.62 - $118.76 $255K - $281K
30.2K $3.55M
MO
Altria Group, Inc.

Consumer Defensive
-429
- 6.11%
$45.95 - $54.71 $19.7K - $23.5K
6.59K $336K
DE
Deere & CO

Industrials
-47
- 5.54%
$344.84 - $418.0 $16.2K - $19.6K
801 $334K
PG
Procter & Gamble CO

Consumer Defensive
-96
- 1.76%
$160.76 - $177.82 $15.4K - $17.1K
5.36K $927K
KO
Coca Cola CO

Consumer Defensive
-32
- 0.75%
$62.69 - $73.01 $2.01K - $2.34K
4.21K $302K
MA
Mastercard Inc

Financial Services
-35
- 3.07%
$429.6 - $500.99 $15K - $17.5K
1.1K $545K
SPY
Spdr S&P 500 ETF Trust

ETFs
-129
- 3.12%
$517.38 - $573.86 $66.7K - $74K
4.01K $2.3M
RTX
Raytheon Technologies Corp

Industrials
-29
- 1.08%
$99.55 - $123.34 $2.89K - $3.58K
2.67K $323K
XT
Ishares Tr Exponential Technol

ETFs
-320
- 0.64%
$54.51 - $61.59 $17.4K - $19.7K
49.3K $3M
TT
Trane Technologies PLC

Industrials
-177
- 7.0%
$314.21 - $388.71 $55.6K - $68.8K
2.35K $914K
JNJ
Johnson & Johnson

Healthcare
-26
- 0.47%
$145.48 - $167.38 $3.78K - $4.35K
5.56K $900K
HD
Home Depot, Inc.

Consumer Cyclical
-33
- 1.75%
$333.64 - $405.2 $11K - $13.4K
1.86K $752K
NEE
Nextera Energy Inc

Utilities
-200
- 1.4%
$69.9 - $84.97 $14K - $17K
14.1K $1.19M
AAPL
Apple Inc.

Technology
-1.54K
- 3.49%
$207.23 - $234.82 $319K - $362K
42.6K $9.92M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-2.08K
- 1.53%
$104.5 - $114.97 $217K - $239K
134K $15.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-67
- 0.06%
$332.02 - $382.76 $22.2K - $25.6K
115K $43.1M
Activity Summary
Buys All Purchases 66 New Holdings 10 Increased Positions 56 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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