BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$573M
Signature - Title
Carrie Prusa - Chief Compliance Officer, Investment Adviser Representative
Location
Boca Raton, FL
Summary
This page shows a list of all the recent 13F filings made by BARON SILVER STEVENS FINANCIAL ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BARON SILVER STEVENS FINANCIAL ADVISORS, LLC reported 120 stock holdings with total value $573M as of Q3 2024. Top holdings included VTV, IVV, IWF, VTI, and AGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 120 $573M +$21.8M -$7.22M +$14.6M VTV, IVV, IWF, VTI, AGG 13F-HR 10/28/2024, 04:37 PM
Q2 2024 112 $527M +$12.9M -$9.57M +$3.3M IVV, IWF, VTV, VTI, AGG 13F-HR 7/18/2024, 03:53 PM
Q1 2024 127 $517M +$34.9M -$5.52M +$29.4M IVV, VTV, IWF, VTI, VIG 13F-HR 5/2/2024, 02:44 PM
Q4 2023 105 $477M +$19.4M -$26.4M -$6.97M VTV, IVV, IWF, VTI, AGG 13F-HR 2/7/2024, 11:11 AM
Q3 2023 106 $442M +$20.1M -$16.3M +$3.79M VTV, IWF, IVV, VTI, AGG 13F-HR 10/31/2023, 03:27 PM
Q2 2023 109 $456M +$53.6M -$1.61M +$52M IWF, IVV, VTV, VTI, VIG 13F-HR 7/24/2023, 04:59 PM
Q1 2023 102 $384M +$4.37M -$47.3M -$42.9M IVV, VTV, VTI, IWF, VIG 13F-HR 4/18/2023, 12:31 PM
Q4 2022 97 $407M +$60M -$1.89M +$58.1M VTV, IVV, IWF, VTI, VIG 13F-HR 1/30/2023, 03:48 PM
Q3 2022 100 $31.9M $0 $0 AGG, IJH, VEA, VEU, GOOGL 13F-HR 11/2/2022, 09:55 AM
Q2 2022 104 $387M +$27.6M -$7.12M +$20.5M VTV, IVV, IWF, VTI, VIG 13F-HR 7/26/2022, 12:51 PM
Q1 2022 95 $427M +$36.9M -$10.6M +$26.3M IWF, IVV, VTV, VTI, VIG 13F-HR 5/3/2022, 01:12 PM
Q4 2021 78 $423M +$29.9M -$11.6M +$18.3M IWF, IVV, VTI, VTV, USMV 13F-HR 1/31/2022, 12:15 PM
Q3 2021 74 $375M +$35.4M -$26.8M +$8.6M IWF, IVV, VTI, USMV, VTV 13F-HR 11/12/2021, 12:01 PM
Q2 2021 87 $369M +$185M -$10.5M +$175M USMV, IWF, IVV, VTI, IJH 13F-HR 7/27/2021, 11:23 AM
Q1 2021 48 $184M +$9.7M -$127M -$117M USMV, IVV, ACWV, IJH, IJR 13F-HR 4/27/2021, 01:33 PM
Q4 2020 486 $292M $0 $0 USMV, IWF, IVV, VTI, ACWV 13F-HR 3/19/2021, 11:04 AM