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Gregory Cannillo

@Baron Financial Group, Llc

Latest period2024 - Q4ReportedManaged Assets$161.268MTotal holdings50
Assets growth rate-1.38%Assets growth rate (2-Q avg)1.31%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Baron Financial Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Baron Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 161.268M in assets, with a quarterly growth rate of -1.38% and a 2-quarter average growth rate of 1.31%. The portfolio is managed by Gregory Cannillo, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Tr
Recent Activity
Decreased -1.83%
11.8%
$19.022M
32,457 shares@ $586.09 avg price
IWM
Ishares Tr
Recent Activity
Decreased -1.36%
10.23%
$16.488M
74,620 shares@ $220.97 avg price
VTIP
Vanguard Malvern Fds
Recent Activity
Decreased -1.73%
7.9%
$12.729M
262,890 shares@ $48.43 avg price
QQQ
Invesco Qqq Tr
Recent Activity
Decreased -2.13%
7%
$11.286M
22,075 shares@ $511.25 avg price
CWB
Spdr Ser Tr
Recent Activity
Decreased -1.24%
3.67%
$5.912M
75,900 shares@ $77.89 avg price
EFA
Ishares Tr
Recent Activity
Increased 3.68%
3.55%
$5.713M
75,556 shares@ $75.61 avg price
GLD
Spdr Gold Tr
Recent Activity
Decreased -1.56%
3.42%
$5.505M
22,735 shares@ $242.14 avg price
VNQ
Vanguard Index Fds
Recent Activity
Decreased 0%
3.25%
$5.227M
58,681 shares@ $89.09 avg price
CGW
Invesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -0.27%
3.09%
$4.969M
91,688 shares@ $54.21 avg price
IWR
Ishares Tr
Recent Activity
Increased 0.32%
3%
$4.835M
54,700 shares@ $88.4 avg price

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