Baron Financial Group, LLC holdings history

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311 is the total number of securities Baron Financial Group, LLC has owned. The longest Baron Financial Group, LLC has owned a single stock is 13 quarters.

Baron Financial Group, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IWM ISHARES TR13138.93%10.39%14.12%Q3 2020Q3 202313
SPY SPDR S&P 500 ETF TR13138.75%9.56%10.70%Q3 2020Q3 202313
VTIP Vanguard Short Inflation13132.64%8.56%11.51%Q3 2020Q3 202313
MTUM ISHARES TR13134.68%5.28%6.43%Q3 2020Q3 202313
CWB SPDR SER TR13133.47%4.10%6.13%Q3 2020Q3 202313
EFA ISHARES TR13133.08%3.84%4.94%Q3 2020Q3 202313
SUB ISHARES TR13130.21%3.49%4.87%Q3 2020Q3 202313
BSV Vanguard Bond Index Fund13130.44%3.08%6.29%Q3 2020Q3 202313
GLD SPDR Gold Trust13132.78%3.07%3.96%Q3 2020Q3 202313
CGW INVESCO EXCH TRADED FD...13132.65%2.99%3.27%Q3 2020Q3 202313
VNQ Vanguard Reit Index ETF13132.36%2.88%3.34%Q3 2020Q3 202313
EEM ISHARES TR13132.25%2.82%3.83%Q3 2020Q3 202313
VHT VANGUARD WORLD FDS13132.30%2.59%3.26%Q3 2020Q3 202313
BWX SPDR SER TR13131.88%2.50%3.41%Q3 2020Q3 202313
IWF ISHARES TR13131.74%2.19%3.49%Q3 2020Q3 202313
IJR ISHARES TR13131.44%2.00%2.65%Q3 2020Q3 202313
IQLT ISHARES TR13131.42%1.81%2.32%Q3 2020Q3 202313
MDY SPDR S&P MIDCAP 400 ET...13131.41%1.76%2.72%Q3 2020Q3 202313
IWD ISHARES TR13131.44%1.75%2.26%Q3 2020Q3 202313
QAI IQ Hedge Multi Strat ETF13131.40%1.56%1.87%Q3 2020Q3 202313
MUB ISHARES TR13130.17%1.54%2.82%Q3 2020Q3 202313
ESGD ISHARES TR13130.94%1.36%1.74%Q3 2020Q3 202313
ESGE ISHARES INC13130.93%1.01%1.10%Q3 2020Q3 202313
IEMG ISHARES INC13130.82%0.96%1.18%Q3 2020Q3 202313
IJH ISHARES TR13130.82%0.95%1.14%Q3 2020Q3 202313
VTI Vanguard Total Stock Mkt13130.81%0.95%1.27%Q3 2020Q3 202313
AAPL APPLE INC13130.74%0.88%1.17%Q3 2020Q3 202313
MSFT MICROSOFT CORP13130.36%0.41%0.48%Q3 2020Q3 202313
XOM Exxon Mobil Corporation13130.26%0.39%0.57%Q3 2020Q3 202313
IBM INTERNATIONAL BUSINESS...13130.25%0.34%0.58%Q3 2020Q3 202313
CL COLGATE PALMOLIVE CO13130.16%0.22%0.40%Q3 2020Q3 202313
ADP AUTOMATIC DATA PROCESS...13130.17%0.21%0.29%Q3 2020Q3 202313
PFE Pfizer Incorporated13130.14%0.20%0.25%Q3 2020Q3 202313
IEFA ISHARES TR13130.13%0.20%0.33%Q3 2020Q3 202313
JNJ JOHNSON & JOHNSON13130.17%0.20%0.22%Q3 2020Q3 202313
ARCC ARES CAPITAL CORP13130.15%0.19%0.22%Q3 2020Q3 202313
VGT VANGUARD WORLD FDS13130.16%0.18%0.20%Q3 2020Q3 202313
AGG ISHARES TR12120.12%1.58%3.60%Q3 2020Q2 202312
DSI ISHARES TR12120.13%0.93%1.15%Q3 2020Q2 202312
JPM JPMORGAN CHASE & CO840.13%0.15%0.19%Q3 2020Q3 202312
PEG Pub Svc Enterprise Group840.13%0.14%0.17%Q3 2020Q3 202312
MRK MERCK & CO INC840.10%0.12%0.15%Q3 2020Q3 202312
VIG VANGUARD SPECIALIZED F...830.12%0.15%0.20%Q3 2020Q3 202311
ABBV ABBVIE INC810.09%0.12%0.15%Q3 2020Q3 202311
FDN First Trust Dow Jones ...10100.73%1.16%1.52%Q3 2020Q4 202210
BX BLACKSTONE INC910.11%0.16%0.20%Q3 2020Q1 202310
PG Proctor & Gamble820.09%0.11%0.13%Q3 2020Q2 202310
FAN First Trust Global880.08%1.88%3.15%Q3 2020Q2 20228
ABT Abbott Laboratories880.12%0.14%0.17%Q3 2020Q2 20228
BDX Becton Dickinson & Co880.09%0.11%0.15%Q3 2020Q2 20228
XLV Sector SPDR Health Fund880.10%0.11%0.13%Q3 2020Q2 20228
VBR Vanguard Small Cap Value880.09%0.10%0.10%Q3 2020Q2 20228
VUG Vanguard Growth880.08%0.09%0.12%Q3 2020Q2 20228
VEA Vanguard Ftse Developed880.08%0.09%0.12%Q3 2020Q2 20228
SCHH Sch Us Reit ETF880.00%0.09%0.39%Q3 2020Q2 20228
UNH Unitedhealth Group Inc880.07%0.08%0.10%Q3 2020Q2 20228
DTD Wisdomtree Total880.05%0.08%0.12%Q3 2020Q2 20228
NEA Nuveen Insured Tx Free A880.03%0.08%0.13%Q3 2020Q2 20228
DIS Disney Walt Hldg Co880.05%0.07%0.10%Q3 2020Q2 20228
IVW iShares S&P 500 Growth...880.06%0.07%0.08%Q3 2020Q2 20228
TIPZ PIMCO Broad Us Tips880.06%0.07%0.10%Q3 2020Q2 20228
NKE Nike Inc Class B880.06%0.07%0.08%Q3 2020Q2 20228
BA Boeing Co880.04%0.07%0.09%Q3 2020Q2 20228
VTV Vanguard Value880.06%0.07%0.07%Q3 2020Q2 20228
AIG American Intl Group Inc880.05%0.07%0.08%Q3 2020Q2 20228
CSCO Cisco Systems Inc880.04%0.07%0.08%Q3 2020Q2 20228
AXP American Express Stock880.04%0.06%0.08%Q3 2020Q2 20228
WMT Walmart Common Stock880.06%0.06%0.07%Q3 2020Q2 20228
UPS United Parcel Service B880.05%0.06%0.07%Q3 2020Q2 20228
AZN Astrazeneca Plc ADR880.05%0.06%0.08%Q3 2020Q2 20228
HON Honeywell International880.05%0.06%0.07%Q3 2020Q2 20228
RSP Guggenheim S&P 500 Equ...880.04%0.05%0.09%Q3 2020Q2 20228
BAC Bank Of America Corp880.04%0.05%0.05%Q3 2020Q2 20228
CAT Caterpillar Inc880.04%0.05%0.06%Q3 2020Q2 20228
ICF iShares Cohen & Steers...880.03%0.05%0.06%Q3 2020Q2 20228
BR Broadridge Financial S...880.04%0.05%0.06%Q3 2020Q2 20228
VOE Vanguard Mid Cap Value880.04%0.05%0.06%Q3 2020Q2 20228
IVV iShares S&P 500 Index880.04%0.05%0.06%Q3 2020Q2 20228
KO Coca Cola880.03%0.04%0.05%Q3 2020Q2 20228
MCD Mc Donalds Corp.880.03%0.04%0.05%Q3 2020Q2 20228
VWO Vanguard Emerging Market880.03%0.04%0.06%Q3 2020Q2 20228
EOG Eog Resources Inc880.02%0.04%0.05%Q3 2020Q2 20228
SYY Sysco Corporation880.03%0.04%0.04%Q3 2020Q2 20228
XLY Sector SPDR Consumer Fd880.02%0.03%0.06%Q3 2020Q2 20228
PEP Pepsico Inc.880.03%0.03%0.04%Q3 2020Q2 20228
MDLZ Mondelez Intl Inc Cl A880.03%0.03%0.04%Q3 2020Q2 20228
AMGN Amgen Incorporated880.02%0.03%0.05%Q3 2020Q2 20228
GOOGL Alphabet Inc Class A880.02%0.03%0.04%Q3 2020Q2 20228
NEE Nextera Energy Inc.880.03%0.03%0.04%Q3 2020Q2 20228
VXUS Vanguard Total Interna...880.02%0.03%0.04%Q3 2020Q2 20228
XLRE Real Estate Select Sctr880.02%0.03%0.04%Q3 2020Q2 20228
WFCPRL Wells Fargo & Co880.02%0.03%0.04%Q3 2020Q2 20228
AMZN Amazon Com Inc880.02%0.03%0.04%Q3 2020Q2 20228
PGF Invesco Financial Pref...880.02%0.03%0.04%Q3 2020Q2 20228
NFLX Netflix Inc880.01%0.03%0.04%Q3 2020Q2 20228
PGX Powershares Exch Trad ...880.02%0.03%0.05%Q3 2020Q2 20228
TXN Texas Instruments Inc880.02%0.03%0.03%Q3 2020Q2 20228
MUSA Murphy Usa Inc880.02%0.03%0.04%Q3 2020Q2 20228
ORCL Oracle Corporation880.02%0.03%0.03%Q3 2020Q2 20228
XLC SELECT SECTOR SPDR TR880.02%0.02%0.03%Q3 2020Q2 20228
MMM 3M Company880.02%0.02%0.04%Q3 2020Q2 20228
FMS Fresenius Med Care ADR880.02%0.02%0.04%Q3 2020Q2 20228
XLU Sector SPDR Util Select880.02%0.02%0.03%Q3 2020Q2 20228
PRF Powershares Ftse Rafi ...880.02%0.02%0.03%Q3 2020Q2 20228
INTC Intel Corp880.02%0.02%0.03%Q3 2020Q2 20228
VCR Vanguard Consumer880.02%0.02%0.03%Q3 2020Q2 20228
MUR Murphy Oil Corp Hldg880.01%0.02%0.04%Q3 2020Q2 20228
VZ Verizon Communications880.02%0.02%0.03%Q3 2020Q2 20228
MO Altria Group, Inc.880.02%0.02%0.02%Q3 2020Q2 20228
SPLV Powershares S&P 500 Low880.02%0.02%0.04%Q3 2020Q2 20228
AMLP Alps Alerian Mlp ETF880.01%0.02%0.03%Q3 2020Q2 20228
GOOG Alphabet Inc Class C880.02%0.02%0.02%Q3 2020Q2 20228
YUM Yum! Brands Inc880.02%0.02%0.02%Q3 2020Q2 20228
VB Vanguard Small Cap880.01%0.02%0.03%Q3 2020Q2 20228
VBK Vanguard Small Cap Grwth880.02%0.02%0.02%Q3 2020Q2 20228
PYPL Paypal Holdings Inco880.00%0.02%0.04%Q3 2020Q2 20228
APD Air Prod & Chemicals Inc880.02%0.02%0.03%Q3 2020Q2 20228
SEE Sealed Air Corp New880.02%0.02%0.02%Q3 2020Q2 20228
SCHW The Charles Schwab Corp880.01%0.02%0.02%Q3 2020Q2 20228
HE Hawaiian Elec Industries880.01%0.02%0.02%Q3 2020Q2 20228
OGE OGE Energy Cp Hldg880.01%0.02%0.02%Q3 2020Q2 20228
IBB iShares Nasdaq880.01%0.02%0.02%Q3 2020Q2 20228
LLY Lilly Eli & Company880.01%0.02%0.02%Q3 2020Q2 20228
CCL Carnival Corp New880.01%0.02%0.02%Q3 2020Q2 20228
SCHE Schw Emg Mkt Eq ETF880.01%0.01%0.02%Q3 2020Q2 20228
ACN Accenture Plc Cl A880.01%0.01%0.02%Q3 2020Q2 20228
PCAR Paccar Inc.880.01%0.01%0.02%Q3 2020Q2 20228
CVX Chevron Texaco Corp880.01%0.01%0.02%Q3 2020Q2 20228
GILD Gilead Sciences Inc880.01%0.01%0.02%Q3 2020Q2 20228
ROST Ross Stores Inc880.01%0.01%0.02%Q3 2020Q2 20228
UDR UDR Inc880.01%0.01%0.01%Q3 2020Q2 20228
UGI Ugi Corporation New880.01%0.01%0.01%Q3 2020Q2 20228
CME Cme Group Inc Cl A880.00%0.01%0.02%Q3 2020Q2 20228
ASML Asml Holding Nv New880.01%0.01%0.01%Q3 2020Q2 20228
AEP Amer Electric Pwr Co Inc880.01%0.01%0.02%Q3 2020Q2 20228
PPL Ppl Corporation880.01%0.01%0.02%Q3 2020Q2 20228
CMCSA Comcast Corp New Cl A880.00%0.01%0.02%Q3 2020Q2 20228
TWTR Twitter Inc880.01%0.01%0.01%Q3 2020Q2 20228
CVS CVS Caremark Corp880.01%0.01%0.01%Q3 2020Q2 20228
LH Lab Cp Of Amer Hldg New880.01%0.01%0.01%Q3 2020Q2 20228
ITW Illinois Tool Works Inc880.01%0.01%0.02%Q3 2020Q2 20228
SCHM Sch Us Mid-Cap ETF880.01%0.01%0.01%Q3 2020Q2 20228
PRU Prudential Financial Inc880.01%0.01%0.01%Q3 2020Q2 20228
CNC Centene Corp880.00%0.01%0.03%Q3 2020Q2 20228
ZBH Zimmer Biomet Hldgs880.01%0.01%0.01%Q3 2020Q2 20228
YUMC Yum China Holdings I880.01%0.01%0.01%Q3 2020Q2 20228
DISH DISH Network Corp880.01%0.01%0.01%Q3 2020Q2 20228
DE Deere & Co880.01%0.01%0.01%Q3 2020Q2 20228
NSC Norfolk Southern Corp880.01%0.01%0.01%Q3 2020Q2 20228
GD General Dynamics Corp880.01%0.01%0.01%Q3 2020Q2 20228
SBUX Starbucks Corp880.01%0.01%0.01%Q3 2020Q2 20228
DHR Danaher Corp880.01%0.01%0.01%Q3 2020Q2 20228
GCP G C P Applied Techno880.01%0.01%0.01%Q3 2020Q2 20228
REGN Regeneron Pharmaceutic...880.01%0.01%0.01%Q3 2020Q2 20228
SLV iShares Silver Trust880.01%0.01%0.01%Q3 2020Q2 20228
BK Bank Of Ny Mellon Cp New880.01%0.01%0.01%Q3 2020Q2 20228
FDX Fedex Corporation880.01%0.01%0.01%Q3 2020Q2 20228
FCF 1St Comnwlth Finl Co880.01%0.01%0.01%Q3 2020Q2 20228
VDE Vanguard Energy880.01%0.01%0.01%Q3 2020Q2 20228
PNCPRP PNC Financial Services...880.01%0.01%0.01%Q3 2020Q2 20228
EPR Epr Properties880.01%0.01%0.01%Q3 2020Q2 20228
T AT&T Corp. Com.880.00%0.01%0.02%Q3 2020Q2 20228
SHY iShares Tr Barclays Bond880.00%0.01%0.01%Q3 2020Q2 20228
GS Goldman Sachs Group Inc880.00%0.00%0.01%Q3 2020Q2 20228
CRMD Cormedix Inc880.00%0.00%0.01%Q3 2020Q2 20228
RZA Reinsurance Group of A...880.00%0.00%0.01%Q3 2020Q2 20228
FREL Fidelity MSCI Real Est...880.00%0.00%0.00%Q3 2020Q2 20228
WKHS Workhorse Group Inc Com880.00%0.00%0.01%Q3 2020Q2 20228
IYR iShares US Real Estate880.00%0.00%0.01%Q3 2020Q2 20228
GM General Motors Stock880.00%0.00%0.01%Q3 2020Q2 20228
SCHC Schw Intl Scap ETF880.00%0.00%0.01%Q3 2020Q2 20228
ATCO ATLAS ORD880.00%0.00%0.00%Q3 2020Q2 20228
TCX Tucows Inc880.00%0.00%0.01%Q3 2020Q2 20228
IJT iShares S&P Smll Cap 600880.00%0.00%0.01%Q3 2020Q2 20228
TEVA Teva Pharm Inds Ltd Adrf880.00%0.00%0.01%Q3 2020Q2 20228
ETN Eaton Corporation880.00%0.00%0.00%Q3 2020Q2 20228
DOW Dow Chemical Company880.00%0.00%0.01%Q3 2020Q2 20228
CHTR Charter Communicatn880.00%0.00%0.00%Q3 2020Q2 20228
KHC Kraft Heinz Company880.00%0.00%0.00%Q3 2020Q2 20228
BIDU Baidu Inc ADR880.00%0.00%0.00%Q3 2020Q2 20228
ARCT Arcturus Therapeutics ...880.00%0.00%0.00%Q3 2020Q2 20228
EMR Emerson Electric Co880.00%0.00%0.00%Q3 2020Q2 20228
CTVA Corteva Inc com880.00%0.00%0.00%Q3 2020Q2 20228
IJJ iShares S&P Midcap 400...880.00%0.00%0.00%Q3 2020Q2 20228
SATS EchoStar Corp880.00%0.00%0.00%Q3 2020Q2 20228
ELAN ELANCO ANIMAL HEALTH INC880.00%0.00%0.00%Q3 2020Q2 20228
MLCO Melco Resorts & Entert...880.00%0.00%0.00%Q3 2020Q2 20228
ENDP Endo International PLC880.00%0.00%0.00%Q3 2020Q2 20228
MET Metlife Inc880.00%0.00%0.00%Q3 2020Q2 20228
DBC Powershares Db Commodi...880.00%0.00%0.00%Q3 2020Q2 20228
LYFT Lyft Inc880.00%0.00%0.00%Q3 2020Q2 20228
TPYP Tortoise North America...880.00%0.00%0.00%Q3 2020Q2 20228
ABEV Ambev Sa ADR880.00%0.00%0.00%Q3 2020Q2 20228
NOK Nokia Corp Spon Adr880.00%0.00%0.00%Q3 2020Q2 20228
FHLC Fidelity MSCI Health C...880.00%0.00%0.00%Q3 2020Q2 20228
MGM MGM Resorts International880.00%0.00%0.00%Q3 2020Q2 20228
EEMV iShares Edge MSCI Min ...880.00%0.00%0.00%Q3 2020Q2 20228
CAR Avis Budget Group Inc880.00%0.00%0.00%Q3 2020Q2 20228
EFAV iShares MSCI ETF880.00%0.00%0.00%Q3 2020Q2 20228
IJS iShares S&P Smallcap 6...880.00%0.00%0.00%Q3 2020Q2 20228
OFC Corporate Office Prope...880.00%0.00%0.00%Q3 2020Q2 20228
ASUR Forgent Networks Inc880.00%0.00%0.00%Q3 2020Q2 20228
ISBC Investors Bancorp Inc770.02%0.03%0.03%Q3 2020Q1 20227
FB Facebook Inc Class A770.02%0.02%0.03%Q3 2020Q1 20227
VCSH Vanguard Short-Term Co...770.01%0.02%0.06%Q3 2020Q1 20227
TIP iShares Tr Barclays Tips770.01%0.01%0.01%Q3 2020Q1 20227
NFJ Nfj Dividend Interest Fd770.00%0.00%0.01%Q4 2020Q2 20227
SCHP Sch Us Tips ETF770.00%0.00%0.02%Q3 2020Q1 20227
RMTI Rockwell Medical Inc770.00%0.00%0.00%Q3 2020Q1 20227
PSK Spdr Wells Fargo660.01%0.41%0.83%Q3 2020Q4 20216
SQ Square Inc660.02%0.03%0.03%Q3 2020Q4 20216
DTN Wisdom Tree Dividend Ex660.02%0.02%0.02%Q3 2020Q4 20216
NICE Nice Ltd660.01%0.02%0.03%Q3 2020Q4 20216
BIL SPDR SER TR420.00%0.01%0.01%Q3 2020Q2 20226
USBPRM US Bancorp660.00%0.01%0.01%Q3 2020Q4 20216
EWC iShares MSCI Cda Idx Fd660.00%0.00%0.01%Q3 2020Q4 20216
DBO Powershares Db Multi S...660.00%0.00%0.00%Q3 2020Q4 20216
TXMD TherapeuticsMD Inc660.00%0.00%0.00%Q3 2020Q4 20216
QQQ INVESCO QQQ TR553.39%4.80%5.95%Q3 2022Q3 20235
PHDG INVESCO ACTIVELY MANAG...552.08%2.44%2.66%Q3 2022Q3 20235
ICVT ISHARES TR551.81%2.11%2.38%Q3 2022Q3 20235
IWR ISHARES TR551.43%1.96%2.30%Q3 2022Q3 20235
SPDW SPDR INDEX SHS FDS551.33%1.45%1.50%Q3 2022Q3 20235
FPE FIRST TR EXCH TRADED F...550.96%1.02%1.06%Q3 2022Q3 20235
IAU iShares Gold Trust550.05%0.06%0.06%Q2 2021Q2 20225
JCI Johnson Controls Inter...550.02%0.03%0.03%Q3 2020Q3 20215
AMPE Ampio Pharmaceuticals Inc550.02%0.03%0.03%Q3 2020Q3 20215
NXJ Nuveen Nj Div Ad Muni Fd550.01%0.01%0.01%Q3 2020Q3 20215
ADNT Adient Plc550.00%0.00%0.00%Q3 2020Q3 20215
CI Cigna Corp320.00%0.00%0.00%Q3 2020Q2 20225
GRA Grace W R & Co New440.02%0.02%0.02%Q3 2020Q2 20214
MA Mastercard Inc440.02%0.02%0.02%Q3 2020Q2 20214
GE General Electric440.01%0.01%0.01%Q3 2020Q2 20214
General Electric440.01%0.01%0.01%Q3 2021Q2 20224
SHV iShares Short Treasury...440.01%0.01%0.01%Q3 2020Q2 20214
ESBA Empire State Realty OP LP440.00%0.00%0.01%Q3 2020Q2 20214
BLNK Blink Charging Co440.00%0.00%0.01%Q3 2020Q2 20214
SOACWS SUSTAINABLE OPPORT ACQ...440.00%0.00%0.00%Q3 2020Q2 20214
TEL Tyco Electronics Ltd440.00%0.00%0.00%Q3 2020Q2 20214
VOO Vanguard 500 ETF440.00%0.00%0.00%Q3 2020Q2 20214
ENPH Enphase Energy Inc440.00%0.00%0.00%Q3 2020Q2 20214
TLT iShares Tr Barclays Bond310.00%0.00%0.00%Q3 2020Q1 20224
C Citigroup440.00%0.00%0.00%Q3 2020Q2 20214
ONEM 1Life Healthcare Ord440.00%0.00%0.00%Q3 2020Q2 20214
F Ford Motor Company310.00%0.00%0.00%Q3 2020Q2 20224
HOV Hovnanian Enterprs Cl A440.00%0.00%0.00%Q3 2020Q2 20214
PNR Pentair Ltd440.00%0.00%0.00%Q3 2020Q2 20214
SPGP INVESCO EXCHANGE TRADE...330.78%0.90%1.01%Q1 2023Q3 20233
IAU iShares Gold Trust330.06%0.07%0.09%Q3 2020Q1 20213
GWPH Gw Pharmaceutic Plc330.01%0.01%0.01%Q3 2020Q1 20213
APA Apache Corp330.00%0.00%0.00%Q1 2021Q3 20213
XLE Sector SPDR Engy Select210.00%0.00%0.00%Q3 2020Q2 20223
SIRI Sirius Satellite Radio330.00%0.00%0.00%Q3 2020Q1 20213
IGV ISHARES TR220.36%0.38%0.41%Q3 2022Q4 20222
PTH INVESCO EXCHANGE TRADE...220.26%0.27%0.28%Q3 2022Q4 20222
EXEL EXELIXIS INC220.14%0.24%0.34%Q1 2023Q2 20232
LQD iShares Iboxx Investop110.01%0.04%0.08%Q3 2020Q1 20222
PRSC Providence Service C220.03%0.04%0.04%Q3 2020Q4 20202
MBB iShares MBS110.02%0.03%0.03%Q3 2020Q1 20222
TM Toyota Motor Cp ADR Newf220.01%0.01%0.01%Q3 2020Q4 20202
EBAY Ebay Inc220.01%0.01%0.02%Q3 2020Q4 20202
IWO iShares Russell 2000 G...220.01%0.01%0.01%Q3 2020Q4 20202
WY Weyerhaeuser Co220.01%0.01%0.01%Q3 2020Q4 20202
PLD Prologis Inc220.01%0.01%0.01%Q3 2020Q4 20202
SO The Southern Company220.01%0.01%0.01%Q3 2020Q4 20202
NVAX Novavax Inc220.00%0.00%0.01%Q3 2020Q4 20202
CHWY Chewy Inccl A220.00%0.00%0.00%Q3 2020Q4 20202
EMB iShares Trust ETF220.00%0.00%0.00%Q3 2020Q4 20202
APA Apache Corp220.00%0.00%0.00%Q3 2020Q4 20202
VLY Valley National Bancorp220.00%0.00%0.00%Q3 2020Q4 20202
AVCTW AMERICAN VIRTL CLD TEC...220.00%0.00%0.00%Q3 2020Q4 20202
AIGWS American Intl Gp 21Wts220.00%0.00%0.00%Q3 2020Q4 20202
TRV Travelers Companies Inc220.00%0.00%0.00%Q3 2020Q4 20202
BRKB Berkshire Hathaway Cl B110.40%0.40%0.40%Q3 2020Q3 20201
FGEN FIBROGEN INC110.12%0.12%0.12%Q1 2023Q1 20231
UN Unilever Nv Ny Shs Newf110.09%0.09%0.09%Q3 2020Q3 20201
STIP iShares 0-5 Year TIPS ...110.01%0.01%0.01%Q3 2020Q3 20201
SPEM SPDR Portfolio Emergin...110.01%0.01%0.01%Q3 2020Q3 20201
RDSB Royal Dutch Shell PLC110.01%0.01%0.01%Q3 2020Q3 20201
NFJ Nfj Dividend Interest Fd110.01%0.01%0.01%Q3 2020Q3 20201
HPE Hewlett Packard Enterp...110.00%0.00%0.00%Q3 2020Q3 20201
SHLL Tortoise Acquisition Corp110.00%0.00%0.00%Q3 2020Q3 20201
DPHC DiamondPeak Holdings Corp110.00%0.00%0.00%Q3 2020Q3 20201
INSU Insurance Acquisition ...110.00%0.00%0.00%Q3 2020Q3 20201
KCACWS KENSINGTON CAPITAL ACQ...110.00%0.00%0.00%Q3 2020Q3 20201
BLNKW Blink Charging Co Wt E...110.00%0.00%0.00%Q3 2020Q3 20201
IWS iShares Russell Mid Cap110.00%0.00%0.00%Q3 2020Q3 20201
VLDRW Velodyne Lidar Eqy War...110.00%0.00%0.00%Q3 2020Q3 20201
BMRGWS B RILEY PRINCIPL MRGR ...110.00%0.00%0.00%Q3 2020Q3 20201
HCACW HENNESSY CAP ACQUSTN ...110.00%0.00%0.00%Q3 2020Q3 20201
GIXWS GIGCAPITAL2 EQY WARRANT110.00%0.00%0.00%Q3 2020Q3 20201
SCZ iShares Trust110.00%0.00%0.00%Q3 2020Q3 20201
SNY Sanofi Aventis ADR110.00%0.00%0.00%Q3 2020Q3 20201
SPSM SPDR SER TR110.00%0.00%0.00%Q3 2020Q3 20201
CCXXWS CHURCHILL CAPITAL III ...110.00%0.00%0.00%Q3 2020Q3 20201
PICWS PIVOTAL INVESTMENT EQY...110.00%0.00%0.00%Q3 2020Q3 20201
NPAWW NEW PROVIDENCE ACQUITN...110.00%0.00%0.00%Q3 2020Q3 20201
INSUW INSURANCE EQY WARRANT110.00%0.00%0.00%Q3 2020Q3 20201
OPESW OPES ACQUISITION EQY W...110.00%0.00%0.00%Q3 2020Q3 20201
IEAWW Infra And Energy Altrn...110.00%0.00%0.00%Q3 2020Q3 20201
Rockwell Medical Inc110.00%0.00%0.00%Q2 2022Q2 20221
GIKWS GIGCAPITAL3 EQY WARRANT110.00%0.00%0.00%Q3 2020Q3 20201
FR First Industrial Realt...110.00%0.00%0.00%Q3 2020Q3 20201
ERF Enerplus Res Fd New110.00%0.00%0.00%Q3 2020Q3 20201
WFC Wells Fargo & Co New110.00%0.00%0.00%Q3 2020Q3 20201
SPAQ Spartan Energy Acquisi...110.00%0.00%0.00%Q3 2020Q3 20201
LUMN CenturyLink Inc110.00%0.00%0.00%Q3 2020Q3 20201
HCCHW HL ACQUISITIONS EQY WA...110.00%0.00%0.00%Q3 2020Q3 20201
FVACWS FORTRESS VALUE ACQUISI...110.00%0.00%0.00%Q3 2020Q3 20201
TherapeuticsMD Inc110.00%0.00%0.00%Q1 2022Q1 20221
BMRG B Riley Principal Merg...110.00%0.00%0.00%Q3 2020Q3 20201
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The securities at the top of the list , including ISHARES TR, SPDR S&P 500 ETF TR, and Vanguard Short Inflation, are the highest-conviction holdings of Baron Financial Group, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Baron Financial Group, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Baron Financial Group, LLC owns currently or has owned in the past.