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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
IBDPIshares Tr
Recent Activity
Exited
0%
$495,843
19,669 shares@ $25.21 avg price
IBTEIshares Tr
Recent Activity
Exited
0%
$270,318
11,263 shares@ $24.01 avg price
QCOMQualcomm Inc
Recent Activity
Exited
0%
$248,783
1,463 shares@ $170.05 avg price
BENFranklin Resources Inc
Recent Activity
Exited
0%
$211,575
10,500 shares@ $20.15 avg price
AWKAmerican Wtr Wks Co Inc New
Recent Activity
Exited
0%
$208,756
1,427 shares@ $146.3 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Exited
0%
$202,836
1,977 shares@ $102.6 avg price