$427 Million is the total value of BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's 95 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLK | Technology Select Sector SPDR ETFtechnology | $1,501,000 | -8.6% | 9,445 | 0.0% | 0.35% | -9.3% | |
| BRKB | Berkshire Hathaway Inc Bcl b new | $791,000 | +17.9% | 2,244 | 0.0% | 0.18% | +16.4% | |
| DHR | Danaher Corp | $439,000 | -10.8% | 1,497 | 0.0% | 0.10% | -11.2% | |
| TT | Trane Technologies PLC | $307,000 | -24.6% | 2,015 | 0.0% | 0.07% | -25.0% | |
| MO | Altria Group Inc | $284,000 | +10.1% | 5,453 | 0.0% | 0.07% | +9.8% | |
| AWK | American Water Works Co Inc | $219,000 | -12.7% | 1,329 | 0.0% | 0.05% | -13.6% | |
| DFUS | DIMENSIONAL U S EQUITY ETFus equity etf | $213,000 | -5.3% | 4,354 | 0.0% | 0.05% | -5.7% | |
| SUSA | iShares MSCI USA ESG Select ETFmsci usa esg slc | $213,000 | -9.0% | 2,206 | 0.0% | 0.05% | -9.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-03
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 17.5% |
| ISHARES TR | 12 | Q3 2023 | 23.9% |
| ISHARES TR | 12 | Q3 2023 | 9.8% |
| ISHARES INC | 12 | Q3 2023 | 9.9% |
| ISHARES TR | 12 | Q3 2023 | 8.1% |
| ISHARES TR | 12 | Q3 2023 | 5.8% |
| ISHARES TR | 12 | Q3 2023 | 3.8% |
| ISHARES TR | 12 | Q3 2023 | 6.4% |
| ISHARES INC | 12 | Q3 2023 | 2.7% |
| APPLE INC | 12 | Q3 2023 | 2.0% |
View BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-01-31 |
View BARON SILVER STEVENS FINANCIAL ADVISORS, 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.