$154 Million is the total value of Baron Financial Group, LLC's 49 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | EXXON MOBIL CORP | $884,202 | +9.6% | 7,520 | 0.0% | 0.57% | +15.3% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $279,228 | -6.2% | 673 | 0.0% | 0.18% | -1.6% | |
| JNJ | JOHNSON & JOHNSON | $266,400 | -5.9% | 1,710 | 0.0% | 0.17% | -1.1% | |
| JPM | JPMORGAN CHASE & CO | $250,885 | -0.3% | 1,730 | 0.0% | 0.16% | +5.2% | |
| CL | COLGATE PALMOLIVE CO | $250,521 | -7.7% | 3,523 | 0.0% | 0.16% | -3.0% | |
| MRK | MERCK & CO INC | $205,180 | -10.8% | 1,993 | 0.0% | 0.13% | -6.3% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $203,548 | -4.3% | 1,310 | 0.0% | 0.13% | +0.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-19
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.