Baron Financial Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$164M
Signature - Title
Gregory Cannillo - Chief Compliance Officer
Location
Fair Lawn, NJ
Summary
This page shows a list of all the recent 13F filings made by Baron Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Baron Financial Group, LLC reported 47 stock holdings with total value $164M as of Q3 2024. Top holdings included SPY, IWM, VTIP, QQQ, and EFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 47 $164M +$525K -$4.39M -$3.86M SPY, IWM, VTIP, QQQ, EFA 13F-HR 10/18/2024, 04:18 PM
Q2 2024 47 $157M +$1.32M -$7.13M -$5.81M SPY, IWM, VTIP, QQQ, EFA 13F-HR 7/22/2024, 04:28 PM
Q1 2024 50 $162M +$4.5M -$6M -$1.5M SPY, IWM, VTIP, QQQ, EFA 13F-HR 4/30/2024, 10:00 AM
Q4 2023 51 $157M +$4.96M -$16.5M -$11.5M SPY, IWM, VTIP, QQQ, CWB 13F-HR 1/22/2024, 02:17 PM
Q3 2023 49 $154M +$1.18M -$2.88M -$1.7M SPY, IWM, VTIP, QQQ, MTUM 13F-HR 10/19/2023, 04:36 PM
Q2 2023 52 $162M +$1.75M -$3.55M -$1.8M SPY, IWM, VTIP, QQQ, MTUM 13F-HR 8/3/2023, 01:05 PM
Q1 2023 55 $158M +$7.53M -$6.78M +$752K SPY, VTIP, IWM, QQQ, MTUM 13F-HR 4/6/2023, 02:45 PM
Q4 2022 52 $151M +$5.04M -$10.7M -$5.62M VTIP, SPY, IWM, MTUM, SUB 13F-HR 1/20/2023, 12:59 PM
Q3 2022 49 $148M +$18.6M -$13.7M +$4.92M VTIP, SPY, IWM, MTUM, SUB 13F-HR 11/3/2022, 03:47 PM
Q2 2022 209 $151M +$1.83M -$3.11M -$1.28M VTIP, SPY, IWM, BSV, SUB 13F-HR 8/10/2022, 05:31 PM
Q1 2022 219 $172M +$8.04M -$3.1M +$4.93M VTIP, IWM, SPY, BSV, MTUM 13F-HR 5/13/2022, 02:02 PM
Q4 2021 221 $176M +$8.7M -$2.26M +$6.44M IWM, VTIP, SPY, BSV, MTUM 13F-HR 2/9/2022, 10:59 AM
Q3 2021 224 $165M +$7.3M -$1.36M +$5.94M IWM, VTIP, SPY, MTUM, BSV 13F-HR 11/12/2021, 03:33 PM
Q2 2021 238 $161M +$10.7M -$2.1M +$8.64M IWM, SPY, VTIP, MTUM, BSV 13F-HR 8/6/2021, 02:00 PM
Q1 2021 241 $145M +$20.2M -$5.56M +$14.6M IWM, SPY, VTIP, MTUM, CWB Restatement 9/1/2021, 04:31 PM
Q4 2020 256 $125M +$7.48M -$4.05M +$3.43M IWM, SPY, MTUM, CWB, EFA Restatement 9/1/2021, 04:32 PM
Q3 2020 294 $106M $0 $0 IWM, SPY, MTUM, CWB, EFA 13F-HR 11/13/2020, 05:19 PM