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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
IJRIshares Tr
Recent Activity
Increased 3.39%
3.37%
$19.841M
172,197 shares@ $115.23 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 4.71%
2.96%
$17.383M
294,982 shares@ $58.93 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 0.72%
2.63%
$15.469M
308,570 shares@ $50.13 avg price
ACWVIshares Inc
Recent Activity
Decreased -0.18%
2.48%
$14.589M
133,599 shares@ $109.21 avg price
VOOVanguard Index Fds
Recent Activity
Increased 2.62%
2.17%
$12.784M
23,726 shares@ $538.82 avg price
MUBIshares Tr
Recent Activity
Increased 2.44%
2.04%
$11.972M
112,364 shares@ $106.55 avg price
AAPLApple Inc
Recent Activity
Increased 2.9%
1.87%
$10.976M
43,829 shares@ $250.42 avg price
ITOTIshares Tr
Recent Activity
Increased 3.06%
1.82%
$10.703M
83,212 shares@ $128.62 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 2.01%
1.63%
$9.578M
75,071 shares@ $127.6 avg price
IEMGIshares Inc
Recent Activity
Increased 3.42%
1.59%
$9.35M
179,048 shares@ $52.23 avg price