$151 Million is the total value of Baron Financial Group, LLC's 210 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | TherapeuticsMD Inc | $0 | – | -800 | -100.0% | 0.00% | – | |
| RMTI | Exit | Rockwell Medical Inc | $0 | – | -2,000 | -100.0% | -0.00% | – |
| TLT | Exit | iShares Tr Barclays Bond20 yr tr bd etf | $0 | – | -18 | -100.0% | -0.00% | – |
| SCHP | Exit | Sch Us Tips ETFus tips etf | $0 | – | -59 | -100.0% | -0.00% | – |
| LQD | Exit | iShares Iboxx Investopiboxx inv cp etf | $0 | – | -100 | -100.0% | -0.01% | – |
| TIP | Exit | iShares Tr Barclays Tipstips bd etf | $0 | – | -127 | -100.0% | -0.01% | – |
| MBB | Exit | iShares MBSmbs etf | $0 | – | -361 | -100.0% | -0.02% | – |
| VCSH | Exit | Vanguard Short-Term Corporate Bond ETFshrt trm corp bd | $0 | – | -495 | -100.0% | -0.02% | – |
| FB | Exit | Facebook Inc Class Acl a | $0 | – | -176 | -100.0% | -0.02% | – |
| ISBC | Exit | Investors Bancorp Inc | $0 | – | -3,060 | -100.0% | -0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-11
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.