$106 Million is the total value of Baron Financial Group, LLC's 294 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWM | New | iShares Russell 2000 Indexrussell 2000 etf | $14,112,924,000 | – | 94,218 | +100.0% | 13.26% | – |
| SPY | New | SPDR S&P 500tr unit | $10,683,996,000 | – | 31,903 | +100.0% | 10.04% | – |
| MTUM | New | iShares Edge MSCI USA Momentum Fctr ETFmsci usa mmentm | $6,844,519,000 | – | 46,435 | +100.0% | 6.43% | – |
| CWB | New | SPDR Barclays ETFblmbrg brc cnvrt | $6,524,572,000 | – | 94,710 | +100.0% | 6.13% | – |
| EFA | New | iShares MSCI Eafe Indexmsci eafe etf | $5,254,406,000 | – | 82,552 | +100.0% | 4.94% | – |
| GLD | New | SPDR Gold Trust | $4,215,633,000 | – | 23,801 | +100.0% | 3.96% | – |
| EEM | New | iShares MSCI Emerging Markets Indexmsci emg mkt etf | $4,080,515,000 | – | 92,550 | +100.0% | 3.83% | – |
| IWF | New | iShares Russell 1000 Growth Indexrus 1000 grw etf | $3,717,278,000 | – | 17,139 | +100.0% | 3.49% | – |
| BWX | New | SPDR Series Trust ETFblomberg intl tr | $3,625,526,000 | – | 122,195 | +100.0% | 3.41% | – |
| VNQ | New | Vanguard Reit Index ETFreal estate etf | $3,548,537,000 | – | 44,941 | +100.0% | 3.34% | – |
| VHT | New | Vanguard Health Carehealth car etf | $3,465,348,000 | – | 16,987 | +100.0% | 3.26% | – |
| CGW | New | Guggenheim S&P Globals&p gbl water | $3,239,979,000 | – | 78,355 | +100.0% | 3.04% | – |
| FAN | New | First Trust Globalgbl wnd enrg etf | $2,985,008,000 | – | 170,280 | +100.0% | 2.80% | – |
| MDY | New | SPDR S&P Midcap 400utser1 s&pdcrp | $2,890,563,000 | – | 8,531 | +100.0% | 2.72% | – |
| VTIP | New | Vanguard Short Inflationstrm infproidx | $2,805,335,000 | – | 54,985 | +100.0% | 2.64% | – |
| IWD | New | iShares Russell 1000 Value Indexrus 1000 val etf | $2,407,138,000 | – | 20,377 | +100.0% | 2.26% | – |
| QAI | New | IQ Hedge Multi Strat ETFhedge mlti etf | $1,992,502,000 | – | 64,295 | +100.0% | 1.87% | – |
| FDN | New | First Trust Dow Jones Internet ETFdj internt idx | $1,613,423,000 | – | 8,567 | +100.0% | 1.52% | – |
| IJR | New | iShares S&P Smallcap 600 Indexcore s&p scp etf | $1,535,579,000 | – | 21,865 | +100.0% | 1.44% | – |
| IQLT | New | iShares Edge MSCI Intl Quality Fctr ETFmsci intl qualty | $1,511,829,000 | – | 48,255 | +100.0% | 1.42% | – |
| VTI | New | Vanguard Total Stock Mkttotal stk mkt | $1,350,158,000 | – | 7,928 | +100.0% | 1.27% | – |
| IJH | New | iShares S&P Midcap 400 Indexcore s&p mcp etf | $1,212,669,000 | – | 6,544 | +100.0% | 1.14% | – |
| DSI | New | iShares MSCI KLD 400 Social ETFmsci kld400 soc | $1,138,115,000 | – | 8,895 | +100.0% | 1.07% | – |
| IEMG | New | Ishares Core Mscicore msci emkt | $1,037,942,000 | – | 19,658 | +100.0% | 0.98% | – |
| ESGD | New | iShares ESG MSCI EAFE ETFesg aw msci eafe | $997,588,000 | – | 15,715 | +100.0% | 0.94% | – |
| ESGE | New | iShares ESG MSCI EM ETFesg aw msci eafe | $991,026,000 | – | 27,830 | +100.0% | 0.93% | – |
| AAPL | New | Apple Computer Inc | $827,694,000 | – | 7,147 | +100.0% | 0.78% | – |
| IBM | New | International Business Machines | $622,453,000 | – | 5,116 | +100.0% | 0.58% | – |
| BSV | New | Vanguard Bond Index Fundshort trm bond | $463,668,000 | – | 5,583 | +100.0% | 0.44% | – |
| MSFT | New | Microsoft Corp | $458,812,000 | – | 2,181 | +100.0% | 0.43% | – |
| CL | New | Colgate-Palmolive Co | $427,257,000 | – | 5,538 | +100.0% | 0.40% | – |
| BRKB | New | Berkshire Hathaway Cl Bcl b new | $426,945,000 | – | 2,005 | +100.0% | 0.40% | – |
| SCHH | New | Sch Us Reit ETFus reit etf | $415,951,000 | – | 11,760 | +100.0% | 0.39% | – |
| IEFA | New | iShares Core MSCI Eafecore msci eafe | $354,145,000 | – | 5,875 | +100.0% | 0.33% | – |
| XOM | New | Exxon Mobil Corporation | $285,111,000 | – | 8,305 | +100.0% | 0.27% | – |
| PFE | New | Pfizer Incorporated | $260,030,000 | – | 7,085 | +100.0% | 0.24% | – |
| AGG | New | iShares Barclays Aggregate Bondcore us aggbd et | $244,384,000 | – | 2,070 | +100.0% | 0.23% | – |
| JNJ | New | Johnson & Johnson | $230,272,000 | – | 1,547 | +100.0% | 0.22% | – |
| SUB | New | Ishares Short Term Ntnlshrt nat mun etf | $227,551,000 | – | 2,105 | +100.0% | 0.21% | – |
| VIG | New | Vanguard Div Apprciationdiv app etf | $212,289,000 | – | 1,650 | +100.0% | 0.20% | – |
| VGT | New | Vanguard Informationinf tech etf | $208,049,000 | – | 668 | +100.0% | 0.20% | – |
| ABT | New | Abbott Laboratories | $184,793,000 | – | 1,698 | +100.0% | 0.17% | – |
| ADP | New | Auto Data Processing | $184,358,000 | – | 1,322 | +100.0% | 0.17% | – |
| PEG | New | Pub Svc Enterprise Group | $182,741,000 | – | 3,328 | +100.0% | 0.17% | – |
| MUB | New | iShares Nationl Amt Freenational mun etf | $176,159,000 | – | 1,520 | +100.0% | 0.17% | – |
| ARCC | New | Ares Capital Corp | $162,459,000 | – | 11,646 | +100.0% | 0.15% | – |
| BDX | New | Becton Dickinson & Co | $155,736,000 | – | 669 | +100.0% | 0.15% | – |
| MRK | New | Merck & Co. Inc. | $146,656,000 | – | 1,768 | +100.0% | 0.14% | – |
| XLV | New | Sector SPDR Health Fundsbi healthcare | $138,812,000 | – | 1,316 | +100.0% | 0.13% | – |
| JPM | New | JP Morgan | $134,778,000 | – | 1,400 | +100.0% | 0.13% | – |
| NEA | New | Nuveen Insured Tx Free A | $134,251,000 | – | 9,362 | +100.0% | 0.13% | – |
| DTD | New | Wisdomtree Totalus total dividnd | $131,538,000 | – | 1,400 | +100.0% | 0.12% | – |
| VEA | New | Vanguard Ftse Developedftse dev mkt etf | $130,757,000 | – | 3,197 | +100.0% | 0.12% | – |
| PG | New | Proctor & Gamble | $128,427,000 | – | 924 | +100.0% | 0.12% | – |
| VUG | New | Vanguard Growthgrowth etf | $123,137,000 | – | 541 | +100.0% | 0.12% | – |
| ABBV | New | AbbVie Inc | $122,013,000 | – | 1,393 | +100.0% | 0.12% | – |
| BX | New | Blackstone Group LP | $120,060,000 | – | 2,300 | +100.0% | 0.11% | – |
| VBR | New | Vanguard Small Cap Valuesm cp val etf | $104,435,000 | – | 944 | +100.0% | 0.10% | – |
| TIPZ | New | PIMCO Broad Us Tipsbroad us tips | $103,784,000 | – | 1,600 | +100.0% | 0.10% | – |
| UNH | New | Unitedhealth Group Inc | $100,702,000 | – | 323 | +100.0% | 0.10% | – |
| IAU | New | iShares Gold Trustishares | $94,358,000 | – | 5,245 | +100.0% | 0.09% | – |
| RSP | New | Guggenheim S&P 500 Equal Weights&p500 eql wgt | $94,086,000 | – | 870 | +100.0% | 0.09% | – |
| UN | New | Unilever Nv Ny Shs Newf | $91,204,000 | – | 1,510 | +100.0% | 0.09% | – |
| CSCO | New | Cisco Systems Inc | $88,667,000 | – | 2,251 | +100.0% | 0.08% | – |
| IVW | New | iShares S&P 500 Growth Indexs&p 500 grwt etf | $88,134,000 | – | 381 | +100.0% | 0.08% | – |
| AZN | New | Astrazeneca Plc ADRsponsored adr | $87,680,000 | – | 1,600 | +100.0% | 0.08% | – |
| BA | New | Boeing Co | $82,630,000 | – | 500 | +100.0% | 0.08% | – |
| LQD | New | iShares Iboxx Investopiboxx inv cp etf | $82,173,000 | – | 610 | +100.0% | 0.08% | – |
| VTV | New | Vanguard Valuevalue etf | $75,561,000 | – | 723 | +100.0% | 0.07% | – |
| DIS | New | Disney Walt Hldg Co | $74,105,000 | – | 597 | +100.0% | 0.07% | – |
| ICF | New | iShares Cohen & Steers Realty Majorscohen steer reit | $67,939,000 | – | 666 | +100.0% | 0.06% | – |
| WMT | New | Walmart Common Stock | $67,157,000 | – | 480 | +100.0% | 0.06% | – |
| VCSH | New | Vanguard Short-Term Corporate Bond ETFshrt trm corp bd | $66,280,000 | – | 800 | +100.0% | 0.06% | – |
| VOE | New | Vanguard Mid Cap Valuemcap vl idxvip | $65,891,000 | – | 650 | +100.0% | 0.06% | – |
| UPS | New | United Parcel Service Bcl b | $64,986,000 | – | 390 | +100.0% | 0.06% | – |
| VWO | New | Vanguard Emerging Marketftse emr mkt etf | $64,990,000 | – | 1,503 | +100.0% | 0.06% | – |
| XLY | New | Sector SPDR Consumer Fdsbi cons discr | $63,495,000 | – | 432 | +100.0% | 0.06% | – |
| NKE | New | Nike Inc Class Bcl b | $62,770,000 | – | 500 | +100.0% | 0.06% | – |
| IVV | New | iShares S&P 500 Indexcore s&p500 etf | $60,827,000 | – | 181 | +100.0% | 0.06% | – |
| BR | New | Broadridge Financial Solutions Inc. | $58,477,000 | – | 443 | +100.0% | 0.06% | – |
| AIG | New | American Intl Group Inc | $57,152,000 | – | 2,076 | +100.0% | 0.05% | – |
| HON | New | Honeywell International | $51,852,000 | – | 315 | +100.0% | 0.05% | – |
| CAT | New | Caterpillar Inc | $52,203,000 | – | 350 | +100.0% | 0.05% | – |
| AMGN | New | Amgen Incorporated | $50,832,000 | – | 200 | +100.0% | 0.05% | – |
| BAC | New | Bank Of America Corp | $49,695,000 | – | 2,063 | +100.0% | 0.05% | – |
| AXP | New | American Express Stock | $48,220,000 | – | 481 | +100.0% | 0.04% | – |
| XLRE | New | Real Estate Select Sctrrl est sel sec | $47,297,000 | – | 1,341 | +100.0% | 0.04% | – |
| GOOGL | New | Alphabet Inc Class Acap stk cl a | $46,899,000 | – | 32 | +100.0% | 0.04% | – |
| PGX | New | Powershares Exch Trad Fd Preferredpfd etf | $46,881,000 | – | 3,183 | +100.0% | 0.04% | – |
| PYPL | New | Paypal Holdings Inco | $45,317,000 | – | 230 | +100.0% | 0.04% | – |
| SYY | New | Sysco Corporation | $43,554,000 | – | 700 | +100.0% | 0.04% | – |
| NFLX | New | Netflix Inc | $41,502,000 | – | 83 | +100.0% | 0.04% | – |
| NEE | New | Nextera Energy Inc. | $41,061,000 | – | 148 | +100.0% | 0.04% | – |
| FMS | New | Fresenius Med Care ADRsponsored adr | $40,781,000 | – | 960 | +100.0% | 0.04% | – |
| WFCPRL | New | Wells Fargo & Coperp pfd cnv a | $40,262,000 | – | 30 | +100.0% | 0.04% | – |
| PGF | New | Invesco Financial Preferred ETFfinl pfd etf | $39,743,000 | – | 2,121 | +100.0% | 0.04% | – |
| KO | New | Coca Cola | $38,212,000 | – | 774 | +100.0% | 0.04% | – |
| VXUS | New | Vanguard Total International Stock ETFvg tl intl stk f | $38,814,000 | – | 744 | +100.0% | 0.04% | – |
| SPLV | New | Powershares S&P 500 Lows&p500 low vol | $37,548,000 | – | 700 | +100.0% | 0.04% | – |
| MDLZ | New | Mondelez Intl Inc Cl Acl a | $37,113,000 | – | 646 | +100.0% | 0.04% | – |
| MBB | New | iShares MBSmbs etf | $34,997,000 | – | 317 | +100.0% | 0.03% | – |
| VZ | New | Verizon Communications | $34,802,000 | – | 585 | +100.0% | 0.03% | – |
| PEP | New | Pepsico Inc. | $34,675,000 | – | 250 | +100.0% | 0.03% | – |
| PRSC | New | Providence Service C | $34,563,000 | – | 372 | +100.0% | 0.03% | – |
| INTC | New | Intel Corp | $33,561,000 | – | 648 | +100.0% | 0.03% | – |
| NICE | New | Nice Ltdsponsored adr | $34,055,000 | – | 150 | +100.0% | 0.03% | – |
| TXN | New | Texas Instruments Inc | $33,694,000 | – | 236 | +100.0% | 0.03% | – |
| VCR | New | Vanguard Consumerconsum dis etf | $32,847,000 | – | 140 | +100.0% | 0.03% | – |
| XLC | New | SELECT SECTOR SPDR TR | $33,145,000 | – | 558 | +100.0% | 0.03% | – |
| MCD | New | Mc Donalds Corp. | $32,924,000 | – | 150 | +100.0% | 0.03% | – |
| AMZN | New | Amazon Com Inc | $31,487,000 | – | 10 | +100.0% | 0.03% | – |
| ORCL | New | Oracle Corporation | $29,711,000 | – | 498 | +100.0% | 0.03% | – |
| APD | New | Air Prod & Chemicals Inc | $29,786,000 | – | 100 | +100.0% | 0.03% | – |
| PRF | New | Powershares Ftse Rafi Us 1000ftse rafi 1000 | $30,154,000 | – | 265 | +100.0% | 0.03% | – |
| CNC | New | Centene Corp | $29,982,000 | – | 514 | +100.0% | 0.03% | – |
| SQ | New | Square Inccl a | $29,259,000 | – | 180 | +100.0% | 0.03% | – |
| MUSA | New | Murphy Usa Inc | $28,989,000 | – | 226 | +100.0% | 0.03% | – |
| MMM | New | 3M Company | $28,032,000 | – | 175 | +100.0% | 0.03% | – |
| JCI | New | Johnson Controls International plc | $27,574,000 | – | 675 | +100.0% | 0.03% | – |
| MO | New | Altria Group, Inc. | $27,048,000 | – | 700 | +100.0% | 0.02% | – |
| EOG | New | Eog Resources Inc | $26,308,000 | – | 732 | +100.0% | 0.02% | – |
| YUM | New | Yum! Brands Inc | $25,044,000 | – | 274 | +100.0% | 0.02% | – |
| GOOG | New | Alphabet Inc Class Ccap stk cl c | $23,514,000 | – | 16 | +100.0% | 0.02% | – |
| VB | New | Vanguard Small Capsmall cp etf | $23,070,000 | – | 150 | +100.0% | 0.02% | – |
| MA | New | Mastercard Inccl a | $23,672,000 | – | 70 | +100.0% | 0.02% | – |
| VBK | New | Vanguard Small Cap Grwthsml cp grw etf | $23,857,000 | – | 111 | +100.0% | 0.02% | – |
| ISBC | New | Investors Bancorp Inc | $22,216,000 | – | 3,060 | +100.0% | 0.02% | – |
| AMPE | New | Ampio Pharmaceuticals Inc | $22,490,000 | – | 23,500 | +100.0% | 0.02% | – |
| ITW | New | Illinois Tool Works Inc | $22,219,000 | – | 115 | +100.0% | 0.02% | – |
| IBB | New | iShares Nasdaqnasdaq biotech | $21,124,000 | – | 156 | +100.0% | 0.02% | – |
| DTN | New | Wisdom Tree Dividend Exus divid ex fncl | $21,254,000 | – | 282 | +100.0% | 0.02% | – |
| SEE | New | Sealed Air Corp New | $20,050,000 | – | 517 | +100.0% | 0.02% | – |
| GRA | New | Grace W R & Co New | $19,824,000 | – | 492 | +100.0% | 0.02% | – |
| HE | New | Hawaiian Elec Industries | $19,944,000 | – | 600 | +100.0% | 0.02% | – |
| XLU | New | Sector SPDR Util Selectsbi int-utils | $19,892,000 | – | 335 | +100.0% | 0.02% | – |
| CME | New | Cme Group Inc Cl A | $19,743,000 | – | 118 | +100.0% | 0.02% | – |
| OGE | New | OGE Energy Cp Hldg | $20,243,000 | – | 675 | +100.0% | 0.02% | – |
| GILD | New | Gilead Sciences Inc | $18,957,000 | – | 300 | +100.0% | 0.02% | – |
| PCAR | New | Paccar Inc. | $19,614,000 | – | 230 | +100.0% | 0.02% | – |
| ROST | New | Ross Stores Inc | $18,664,000 | – | 200 | +100.0% | 0.02% | – |
| SCHE | New | Schw Emg Mkt Eq ETFemrg mkteq etf | $19,481,000 | – | 728 | +100.0% | 0.02% | – |
| CVX | New | Chevron Texaco Corp | $17,856,000 | – | 248 | +100.0% | 0.02% | – |
| FB | New | Facebook Inc Class Acl a | $18,333,000 | – | 70 | +100.0% | 0.02% | – |
| CCL | New | Carnival Corp Newunit 99/99/9999 | $16,698,000 | – | 1,100 | +100.0% | 0.02% | – |
| T | New | AT&T Corp. Com. | $16,877,000 | – | 592 | +100.0% | 0.02% | – |
| PPL | New | Ppl Corporation | $15,871,000 | – | 583 | +100.0% | 0.02% | – |
| SCHP | New | Sch Us Tips ETFus tips etf | $15,592,000 | – | 253 | +100.0% | 0.02% | – |
| EBAY | New | Ebay Inc | $15,630,000 | – | 300 | +100.0% | 0.02% | – |
| AEP | New | Amer Electric Pwr Co Inc | $16,346,000 | – | 200 | +100.0% | 0.02% | – |
| ACN | New | Accenture Plc Cl A | $15,593,000 | – | 69 | +100.0% | 0.02% | – |
| UGI | New | Ugi Corporation New | $14,841,000 | – | 450 | +100.0% | 0.01% | – |
| AMLP | New | Alps Alerian Mlp ETFalerian mlp | $15,365,000 | – | 769 | +100.0% | 0.01% | – |
| LLY | New | Lilly Eli & Company | $14,802,000 | – | 100 | +100.0% | 0.01% | – |
| TWTR | New | Twitter Inc | $13,350,000 | – | 300 | +100.0% | 0.01% | – |
| ZBH | New | Zimmer Biomet Hldgs | $13,614,000 | – | 100 | +100.0% | 0.01% | – |
| PSK | New | Spdr Wells Fargowells fg pfd etf | $13,910,000 | – | 320 | +100.0% | 0.01% | – |
| MUR | New | Murphy Oil Corp Hldg | $13,523,000 | – | 1,516 | +100.0% | 0.01% | – |
| YUMC | New | Yum China Holdings I | $12,496,000 | – | 236 | +100.0% | 0.01% | – |
| TIP | New | iShares Tr Barclays Tipstips bd etf | $12,524,000 | – | 99 | +100.0% | 0.01% | – |
| UDR | New | UDR Inc | $13,044,000 | – | 400 | +100.0% | 0.01% | – |
| TM | New | Toyota Motor Cp ADR Newf | $13,244,000 | – | 100 | +100.0% | 0.01% | – |
| DISH | New | DISH Network Corpcl a | $11,641,000 | – | 401 | +100.0% | 0.01% | – |
| LH | New | Lab Cp Of Amer Hldg New | $11,296,000 | – | 60 | +100.0% | 0.01% | – |
| WKHS | New | Workhorse Group Inc Com | $11,376,000 | – | 450 | +100.0% | 0.01% | – |
| REGN | New | Regeneron Pharmaceuticals Inc | $11,196,000 | – | 20 | +100.0% | 0.01% | – |
| SLV | New | iShares Silver Trustishares | $11,123,000 | – | 514 | +100.0% | 0.01% | – |
| CVS | New | CVS Caremark Corp | $10,833,000 | – | 186 | +100.0% | 0.01% | – |
| NSC | New | Norfolk Southern Corp | $10,700,000 | – | 50 | +100.0% | 0.01% | – |
| SCHM | New | Sch Us Mid-Cap ETFus mid-cap etf | $11,096,000 | – | 200 | +100.0% | 0.01% | – |
| SBUX | New | Starbucks Corp | $10,310,000 | – | 120 | +100.0% | 0.01% | – |
| ASML | New | Asml Holding Nv New | $11,078,000 | – | 30 | +100.0% | 0.01% | – |
| DHR | New | Danaher Corp | $9,690,000 | – | 45 | +100.0% | 0.01% | – |
| NXJ | New | Nuveen Nj Div Ad Muni Fd | $9,485,000 | – | 701 | +100.0% | 0.01% | – |
| BIL | New | SPDR SER TRspdr bloomberg | $9,152,000 | – | 100 | +100.0% | 0.01% | – |
| GCP | New | G C P Applied Techno | $9,595,000 | – | 458 | +100.0% | 0.01% | – |
| PRU | New | Prudential Financial Inc | $9,528,000 | – | 150 | +100.0% | 0.01% | – |
| PLD | New | Prologis Inc | $10,062,000 | – | 100 | +100.0% | 0.01% | – |
| FDX | New | Fedex Corporation | $10,061,000 | – | 40 | +100.0% | 0.01% | – |
| WY | New | Weyerhaeuser Co | $9,554,000 | – | 335 | +100.0% | 0.01% | – |
| IWO | New | iShares Russell 2000 Growth Indexrus 2000 grw etf | $9,304,000 | – | 42 | +100.0% | 0.01% | – |
| GD | New | General Dynamics Corp | $8,831,000 | – | 64 | +100.0% | 0.01% | – |
| PNCPRP | New | PNC Financial Services Group Inc | $8,698,000 | – | 327 | +100.0% | 0.01% | – |
| BK | New | Bank Of Ny Mellon Cp New | $8,860,000 | – | 258 | +100.0% | 0.01% | – |
| SHY | New | iShares Tr Barclays Bond1 3 yr treas bd | $8,316,000 | – | 96 | +100.0% | 0.01% | – |
| DE | New | Deere & Co | $8,865,000 | – | 40 | +100.0% | 0.01% | – |
| USBPRM | New | US Bancorp | $8,312,000 | – | 312 | +100.0% | 0.01% | – |
| SPEM | New | SPDR Portfolio Emerging Markets ETFportfolio emg mk | $7,531,000 | – | 206 | +100.0% | 0.01% | – |
| DOW | New | Dow Chemical Company | $7,387,000 | – | 157 | +100.0% | 0.01% | – |
| SHV | New | iShares Short Treasury Bondshort treas bd | $7,638,000 | – | 69 | +100.0% | 0.01% | – |
| STIP | New | iShares 0-5 Year TIPS Bond ETF0-5 yr tips etf | $7,596,000 | – | 73 | +100.0% | 0.01% | – |
| RDSB | New | Royal Dutch Shell PLCspon adr b | $7,266,000 | – | 300 | +100.0% | 0.01% | – |
| SCHW | New | The Charles Schwab Corp | $7,246,000 | – | 200 | +100.0% | 0.01% | – |
| GE | New | General Electric | $7,580,000 | – | 1,217 | +100.0% | 0.01% | – |
| CRMD | New | Cormedix Inc | $6,030,000 | – | 1,000 | +100.0% | 0.01% | – |
| NFJ | New | Nfj Dividend Interest Fd | $5,912,000 | – | 501 | +100.0% | 0.01% | – |
| EPR | New | Epr Properties | $5,170,000 | – | 188 | +100.0% | 0.01% | – |
| IYR | New | iShares US Real Estateu.s. real es etf | $5,669,000 | – | 71 | +100.0% | 0.01% | – |
| IJT | New | iShares S&P Smll Cap 600s&p sml 600 gwt | $5,470,000 | – | 31 | +100.0% | 0.01% | – |
| BLNK | New | Blink Charging Co | $5,155,000 | – | 500 | +100.0% | 0.01% | – |
| NVAX | New | Novavax Inc | $5,418,000 | – | 50 | +100.0% | 0.01% | – |
| FCF | New | 1St Comnwlth Finl Co | $5,712,000 | – | 738 | +100.0% | 0.01% | – |
| GWPH | New | Gw Pharmaceutic Plcads | $4,868,000 | – | 50 | +100.0% | 0.01% | – |
| EWC | New | iShares MSCI Cda Idx Fdmsci cda etf | $5,482,000 | – | 200 | +100.0% | 0.01% | – |
| VDE | New | Vanguard Energyenergy etf | $5,039,000 | – | 125 | +100.0% | 0.01% | – |
| SO | New | The Southern Company | $5,422,000 | – | 100 | +100.0% | 0.01% | – |
| SCHC | New | Schw Intl Scap ETFintl sceqt etf | $4,880,000 | – | 150 | +100.0% | 0.01% | – |
| TCX | New | Tucows Inc | $5,168,000 | – | 75 | +100.0% | 0.01% | – |
| RZA | New | Reinsurance Group of America Inc | $5,849,000 | – | 224 | +100.0% | 0.01% | – |
| CHTR | New | Charter Communicatncl a | $4,370,000 | – | 7 | +100.0% | 0.00% | – |
| ATCO | New | ATLAS ORD | $4,103,000 | – | 459 | +100.0% | 0.00% | – |
| FREL | New | FIDELITY COVINGTON TRUSTmsci rl est etf | $4,630,000 | – | 197 | +100.0% | 0.00% | – |
| ETN | New | Eaton Corporation | $3,775,000 | – | 37 | +100.0% | 0.00% | – |
| HPE | New | Hewlett Packard Enterprise Co | $4,685,000 | – | 500 | +100.0% | 0.00% | – |
| ARCT | New | Arcturus Therapeutics Holdings Inc | $4,290,000 | – | 100 | +100.0% | 0.00% | – |
| GS | New | Goldman Sachs Group Inc | $4,019,000 | – | 20 | +100.0% | 0.00% | – |
| ESBA | New | Empire State Realty OP LPunit ltd prtnsp | $3,939,000 | – | 650 | +100.0% | 0.00% | – |
| XLE | New | Sector SPDR Engy Selectenergy | $4,343,000 | – | 145 | +100.0% | 0.00% | – |
| TEL | New | Tyco Electronics Ltd | $3,616,000 | – | 37 | +100.0% | 0.00% | – |
| CHWY | New | Chewy Inccl Acl a | $2,742,000 | – | 50 | +100.0% | 0.00% | – |
| CMCSA | New | Comcast Corp New Cl Acl a | $3,238,000 | – | 70 | +100.0% | 0.00% | – |
| GM | New | General Motors Stock | $3,699,000 | – | 125 | +100.0% | 0.00% | – |
| SOACWS | New | SUSTAINABLE OPPORT ACQ EQY WARRANT*w exp 99/99/999 | $3,312,000 | – | 1,840 | +100.0% | 0.00% | – |
| BIDU | New | Baidu Inc ADRspon adr rep a | $3,038,000 | – | 24 | +100.0% | 0.00% | – |
| VOO | New | Vanguard 500 ETF | $3,692,000 | – | 12 | +100.0% | 0.00% | – |
| TLT | New | iShares Tr Barclays Bond20 yr tr bd etf | $2,775,000 | – | 17 | +100.0% | 0.00% | – |
| KHC | New | Kraft Heinz Company | $3,444,000 | – | 115 | +100.0% | 0.00% | – |
| EMB | New | iShares Trust ETFjpmorgan usd emg | $3,438,000 | – | 31 | +100.0% | 0.00% | – |
| IWS | New | iShares Russell Mid Caprus mdcp val etf | $1,617,000 | – | 20 | +100.0% | 0.00% | – |
| EMR | New | Emerson Electric Co | $2,623,000 | – | 40 | +100.0% | 0.00% | – |
| DBO | New | Powershares Db Multi Sectoroil fd | $1,941,000 | – | 270 | +100.0% | 0.00% | – |
| DBC | New | Powershares Db Commodity Index Trackingunit | $2,233,000 | – | 171 | +100.0% | 0.00% | – |
| RMTI | New | Rockwell Medical Inc | $2,140,000 | – | 2,000 | +100.0% | 0.00% | – |
| ENPH | New | Enphase Energy Inc | $1,652,000 | – | 20 | +100.0% | 0.00% | – |
| INSU | New | Insurance Acquisition Corp Ordinary Shares - Classcl a | $1,772,000 | – | 150 | +100.0% | 0.00% | – |
| ENDP | New | Endo International PLC | $1,650,000 | – | 500 | +100.0% | 0.00% | – |
| BLNKW | New | Blink Charging Co Wt Exp 013123*w exp 01/31/202 | $1,973,000 | – | 325 | +100.0% | 0.00% | – |
| APA | New | Apache Corp | $2,405,000 | – | 254 | +100.0% | 0.00% | – |
| CTVA | New | Corteva Inc com | $1,757,000 | – | 61 | +100.0% | 0.00% | – |
| DPHC | New | DiamondPeak Holdings Corp | $2,575,000 | – | 100 | +100.0% | 0.00% | – |
| KCACWS | New | KENSINGTON CAPITAL ACQ EQY WARRANT*w exp 07/01/202 | $2,615,000 | – | 581 | +100.0% | 0.00% | – |
| SATS | New | EchoStar Corpcl a | $2,613,000 | – | 105 | +100.0% | 0.00% | – |
| TEVA | New | Teva Pharm Inds Ltd Adrfsponsored ads | $2,036,000 | – | 226 | +100.0% | 0.00% | – |
| MLCO | New | Melco Resorts & Entertainmentadr | $2,614,000 | – | 157 | +100.0% | 0.00% | – |
| SHLL | New | Tortoise Acquisition Corpcl a | $1,993,000 | – | 40 | +100.0% | 0.00% | – |
| ELAN | New | ELANCO ANIMAL HEALTH INC | $2,514,000 | – | 90 | +100.0% | 0.00% | – |
| IJJ | New | iShares S&P Midcap 400 Value Indexcore s&p mcp etf | $2,293,000 | – | 17 | +100.0% | 0.00% | – |
| MGM | New | MGM Resorts International | $1,196,000 | – | 55 | +100.0% | 0.00% | – |
| NPAWW | New | NEW PROVIDENCE ACQUITN EQY WARRANTS*w exp 09/11/202 | $545,000 | – | 450 | +100.0% | 0.00% | – |
| EFAV | New | iShares MSCI ETFmsci eafe min vl | $681,000 | – | 10 | +100.0% | 0.00% | – |
| NOK | New | Nokia Corp Spon Adrsponsored adr | $899,000 | – | 230 | +100.0% | 0.00% | – |
| SCZ | New | iShares Trusteafe sml cp etf | $1,003,000 | – | 17 | +100.0% | 0.00% | – |
| ONEM | New | 1Life Healthcare Ord | $993,000 | – | 35 | +100.0% | 0.00% | – |
| PICWS | New | PIVOTAL INVESTMENT EQY WARRANT*w exp 06/01/202 | $555,000 | – | 150 | +100.0% | 0.00% | – |
| EEMV | New | iShares Edge MSCI Min Vol Emerging Mktsmsci emerg mrkt | $773,000 | – | 14 | +100.0% | 0.00% | – |
| INSUW | New | INSURANCE EQY WARRANT*w exp 03/31/202 | $1,247,000 | – | 450 | +100.0% | 0.00% | – |
| HCACW | New | HENNESSY CAP ACQUSTN EQY WARRANT*w exp 09/05/202 | $1,271,000 | – | 550 | +100.0% | 0.00% | – |
| SPSM | New | SPDR SER TRportfolio s&p600 | $685,000 | – | 25 | +100.0% | 0.00% | – |
| SNY | New | Sanofi Aventis ADRsponsored adr | $1,505,000 | – | 30 | +100.0% | 0.00% | – |
| GIXWS | New | GIGCAPITAL2 EQY WARRANT*w exp 02/28/202 | $592,000 | – | 650 | +100.0% | 0.00% | – |
| F | New | Ford Motor Company | $666,000 | – | 100 | +100.0% | 0.00% | – |
| SIRI | New | Sirius Satellite Radio | $643,000 | – | 120 | +100.0% | 0.00% | – |
| TXMD | New | TherapeuticsMD Inc | $1,264,000 | – | 800 | +100.0% | 0.00% | – |
| FHLC | New | FIDELITY COVINGTON TRUSTmsci hlth care i | $842,000 | – | 16 | +100.0% | 0.00% | – |
| VLY | New | Valley National Bancorp | $685,000 | – | 100 | +100.0% | 0.00% | – |
| C | New | Citigroup | $862,000 | – | 20 | +100.0% | 0.00% | – |
| VLDRW | New | Velodyne Lidar Eqy Warrant*w exp 09/29/202 added | $978,000 | – | 200 | +100.0% | 0.00% | – |
| CCXXWS | New | CHURCHILL CAPITAL III EQY WARRANT*w exp 03/01/202 | $900,000 | – | 450 | +100.0% | 0.00% | – |
| BMRGWS | New | B RILEY PRINCIPL MRGR II EQY WARRANT*w exp 05/06/202 | $1,080,000 | – | 800 | +100.0% | 0.00% | – |
| ADNT | New | Adient Plc | $1,161,000 | – | 67 | +100.0% | 0.00% | – |
| ABEV | New | Ambev Sa ADRsponsored adr | $859,000 | – | 380 | +100.0% | 0.00% | – |
| TPYP | New | Tortoise North American Pipelinetortoise nram pi | $1,094,000 | – | 73 | +100.0% | 0.00% | – |
| MET | New | Metlife Inc | $1,450,000 | – | 39 | +100.0% | 0.00% | – |
| LYFT | New | Lyft Inc | $1,240,000 | – | 45 | +100.0% | 0.00% | – |
| IJS | New | iShares S&P Smallcap 600 Value Indexsp smcp600vl etf | $490,000 | – | 4 | +100.0% | 0.00% | – |
| WFC | New | Wells Fargo & Co New | $470,000 | – | 20 | +100.0% | 0.00% | – |
| BMRG | New | B Riley Principal Merger Corp IIcl a | $350,000 | – | 35 | +100.0% | 0.00% | – |
| SPAQ | New | Spartan Energy Acquisition Corp | $447,000 | – | 31 | +100.0% | 0.00% | – |
| CAR | New | Avis Budget Group Inc | $263,000 | – | 10 | +100.0% | 0.00% | – |
| ASUR | New | Forgent Networks Inc | $340,000 | – | 45 | +100.0% | 0.00% | – |
| FVACWS | New | FORTRESS VALUE ACQUISITN EQY WARRANT*w exp 05/04/202 | $411,000 | – | 125 | +100.0% | 0.00% | – |
| GIKWS | New | GIGCAPITAL3 EQY WARRANT*w exp 05/18/202 | $448,000 | – | 700 | +100.0% | 0.00% | – |
| AVCTW | New | AMERICAN VIRTL CLD TECH EQY WARRANT*w exp 04/07/202 | $497,000 | – | 1,700 | +100.0% | 0.00% | – |
| AIGWS | New | American Intl Gp 21Wts*w exp 01/19/202 | $10,000 | – | 62 | +100.0% | 0.00% | – |
| PNR | New | Pentair Ltd | $366,000 | – | 8 | +100.0% | 0.00% | – |
| OPESW | New | OPES ACQUISITION EQY WARRANT*w exp 03/13/202 | $357,000 | – | 150 | +100.0% | 0.00% | – |
| HOV | New | Hovnanian Enterprs Cl Acl a new | $260,000 | – | 8 | +100.0% | 0.00% | – |
| IEAWW | New | Infra And Energy Altrntive Inc Wt Exp 052021*w exp 05/20/202 | $362,000 | – | 1,000 | +100.0% | 0.00% | – |
| HCCHW | New | HL ACQUISITIONS EQY WARRANT*w exp 06/21/202 | $518,000 | – | 250 | +100.0% | 0.00% | – |
| LUMN | New | CenturyLink Inc | $50,000 | – | 5 | +100.0% | 0.00% | – |
| CI | New | Cigna Corp | $169,000 | – | 1 | +100.0% | 0.00% | – |
| OFC | New | Corporate Office Properties Trustsh ben int | $95,000 | – | 4 | +100.0% | 0.00% | – |
| ERF | New | Enerplus Res Fd New | $52,000 | – | 28 | +100.0% | 0.00% | – |
| TRV | New | Travelers Companies Inc | $325,000 | – | 3 | +100.0% | 0.00% | – |
| FR | New | First Industrial Realty Trust Inc | $279,000 | – | 7 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 13 | Q3 2023 | 14.1% |
| SPDR S&P 500 ETF TR | 13 | Q3 2023 | 10.7% |
| Vanguard Short Inflation | 13 | Q3 2023 | 11.5% |
| ISHARES TR | 13 | Q3 2023 | 6.4% |
| SPDR SER TR | 13 | Q3 2023 | 6.1% |
| ISHARES TR | 13 | Q3 2023 | 4.9% |
| ISHARES TR | 13 | Q3 2023 | 4.9% |
| Vanguard Bond Index Fund | 13 | Q3 2023 | 6.3% |
| SPDR Gold Trust | 13 | Q3 2023 | 4.0% |
| INVESCO EXCH TRADED FD TR II | 13 | Q3 2023 | 3.3% |
View Baron Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-09 |
View Baron Financial Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.