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Carrie Prusa

@Baron Silver Stevens Financial Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$589.248MTotal holdings127
Assets growth rate2.88%Assets growth rate (2-Q avg)5.74%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Baron Silver Stevens Financial Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 127 positions.

Assets under management

The assets under management (AUM) of Baron Silver Stevens Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 589.248M in assets, with a quarterly growth rate of 2.88% and a 2-quarter average growth rate of 5.74%. The portfolio is managed by Carrie Prusa, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Increased 3.08%
8.07%
$47.495M
80,680 shares@ $588.68 avg price
IWFIshares Tr
Recent Activity
Increased 1.66%
7.96%
$46.849M
116,661 shares@ $401.58 avg price
VTVVanguard Index Fds
Recent Activity
Increased 1.46%
7.74%
$45.562M
269,118 shares@ $169.31 avg price
VTIVanguard Index Fds
Recent Activity
Increased 2.83%
7.5%
$44.139M
152,303 shares@ $289.82 avg price
AGGIshares Tr
Recent Activity
Increased 4.4%
5.63%
$33.12M
341,795 shares@ $96.9 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 3.05%
5.61%
$33.02M
168,615 shares@ $195.84 avg price
IJHIshares Tr
Recent Activity
Increased 2.28%
4.23%
$24.881M
399,307 shares@ $62.32 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 8.07%
3.71%
$21.853M
303,891 shares@ $71.91 avg price
VUGVanguard Index Fds
Recent Activity
Increased 2.63%
3.48%
$20.499M
49,945 shares@ $410.44 avg price
USMVIshares Tr
Recent Activity
Decreased -0.25%
3.41%
$20.058M
225,899 shares@ $88.8 avg price