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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
SYBTStock Yds Bancorp Inc
Recent Activity
New Position
0.13%
$749,255
10,463 shares@ $71.61 avg price
IBDVIshares Tr
Recent Activity
New Position
0.09%
$492,248
23,045 shares@ $21.37 avg price
RBCAARepublic Bancorp Inc Ky
Recent Activity
New Position
0.05%
$280,458
4,014 shares@ $69.87 avg price
CATCaterpillar Inc
Recent Activity
New Position
0.05%
$280,413
773 shares@ $362.76 avg price
IBHGIshares Tr
Recent Activity
New Position
0.05%
$236,767
10,646 shares@ $22.24 avg price
IBHFIshares Tr
Recent Activity
New Position
0.05%
$236,107
10,199 shares@ $23.16 avg price
WMBWilliams Cos Inc
Recent Activity
New Position
0.05%
$235,909
4,359 shares@ $54.12 avg price
SHOPShopify Inc
Recent Activity
New Position
0.04%
$232,756
2,189 shares@ $106.33 avg price
SPYGSpdr Ser Tr
Recent Activity
New Position
0.04%
$228,540
2,600 shares@ $87.9 avg price
IUSGIshares Tr
Recent Activity
New Position
0.04%
$221,985
1,593 shares@ $139.36 avg price