Baron Financial Group, LLC Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$159.0B
Holdings
47
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 32,519 | $18.2B | 11.44% | |
| 2 | IWMISHARES TR | 74,133 | $14.8B | 9.30% | |
| 3 | VTIPVANGUARD MALVERN FDS | 262,175 | $13.1B | 8.23% | |
| 4 | NDQINVESCO QQQ TR | 21,933 | $10.3B | 6.47% | |
| 5 | GQ9SPDR GOLD TR | 22,373 | $6.4B | 4.06% | |
| 6 | EFAISHARES TR | 76,574 | $6.3B | 3.94% | |
| 7 | CWBSPDR SER TR | 74,773 | $5.7B | 3.60% | |
| 8 | VNQVANGUARD INDEX FDS | 58,835 | $5.3B | 3.35% | |
| 9 | CGWINVESCO EXCH TRADED FD TR II | 91,112 | $5.1B | 3.19% | |
| 10 | IWRISHARES TR | 58,129 | $4.9B | 3.11% | |
| 11 | BNDXVANGUARD CHARLOTTE FDS | 94,335 | $4.6B | 2.90% | |
| 12 | EEMISHARES TR | 100,519 | $4.4B | 2.76% | |
| 13 | SUBISHARES TR | 39,875 | $4.2B | 2.65% | |
| 14 | IQLTISHARES TR | 106,054 | $4.2B | 2.65% | |
| 15 | ICVTISHARES TR | 49,071 | $4.1B | 2.58% | |
| 16 | VHTVANGUARD WORLD FD | 15,164 | $4.0B | 2.53% | |
| 17 | DIVOAMPLIFY ETF TR | 97,847 | $4.0B | 2.51% | |
| 18 | IJRISHARES TR | 34,684 | $3.6B | 2.28% | |
| 19 | QAINEW YORK LIFE INVESTMENTS ET | 93,398 | $2.9B | 1.84% | |
| 20 | IWFISHARES TR | 7,914 | $2.9B | 1.80% | |
| 21 | ESGDISHARES TR | 33,921 | $2.8B | 1.74% | |
| 22 | IEMGISHARES INC | 45,427 | $2.5B | 1.54% | |
| 23 | BWXSPDR SER TR | 107,056 | $2.3B | 1.47% | |
| 24 | SPDWSPDR INDEX SHS FDS | 63,623 | $2.3B | 1.46% | |
| 25 | IWDISHARES TR | 11,904 | $2.2B | 1.41% | |
| 26 | MDYSPDR S&P MIDCAP 400 ETF TR | 4,131 | $2.2B | 1.39% | |
| 27 | SPGPINVESCO EXCHANGE TRADED FD T | 18,335 | $1.8B | 1.15% | |
| 28 | VBVANGUARD INDEX FDS | 7,730 | $1.7B | 1.08% | |
| 29 | VTIVANGUARD INDEX FDS | 6,235 | $1.7B | 1.08% | |
| 30 | ESGEISHARES INC | 46,665 | $1.6B | 1.03% | |
| 31 | IJHISHARES TR | 25,362 | $1.5B | 0.93% | |
| 32 | AAPLAPPLE INC | 5,993 | $1.3B | 0.84% | |
| 33 | XOMEXXON MOBIL CORP | 6,670 | $793.3M | 0.50% | |
| 34 | MSFTMICROSOFT CORP | 1,825 | $685.0M | 0.43% | |
| 35 | IBMINTERNATIONAL BUSINESS MACHS | 2,753 | $684.5M | 0.43% | |
| 36 | BSVVANGUARD BD INDEX FDS | 6,355 | $497.5M | 0.31% | |
| 37 | MUBISHARES TR | 4,495 | $474.0M | 0.30% | |
| 38 | ARCCARES CAPITAL CORP | 19,581 | $433.9M | 0.27% | |
| 39 | MTUMISHARES TR | 1,735 | $350.7M | 0.22% | |
| 40 | VGTVANGUARD WORLD FD | 638 | $346.0M | 0.22% | |
| 41 | CLCOLGATE PALMOLIVE CO | 3,490 | $327.0M | 0.21% | |
| 42 | ABBVABBVIE INC | 1,309 | $274.3M | 0.17% | |
| 43 | VIGVANGUARD SPECIALIZED FUNDS | 1,367 | $265.2M | 0.17% | |
| 44 | ADPAUTOMATIC DATA PROCESSING IN | 852 | $260.3M | 0.16% | |
| 45 | AQLTISHARES TR | 3,311 | $250.5M | 0.16% | |
| 46 | VUGVANGUARD INDEX FDS | 581 | $215.4M | 0.14% | |
| 47 | BTEBAYTEX ENERGY CORP | 13,625 | $30.4M | 0.02% |