Carrie Prusa

@Baron Silver Stevens Financial Advisors, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$589.248M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IUSBIshares Tr Recent Activity Decreased -3.84%	0.06%	$329,056 7,280 shares@ $45.2 avg price	Decreased -3.84%
CMCSAComcast Corp New Recent Activity Decreased -4.62%	0.05%	$270,141 7,198 shares@ $37.54 avg price	Decreased -4.62%
TMOThermo Fisher Scientific Inc Recent Activity Decreased -1.98%	0.05%	$257,341 495 shares@ $519.89 avg price	Decreased -1.98%
PFEPfizer Inc Recent Activity Decreased -0.65%	0.05%	$250,417 9,439 shares@ $26.54 avg price	Decreased -0.65%
IWMIshares Tr Recent Activity Decreased -2.43%	0.05%	$248,138 1,123 shares@ $220.96 avg price	Decreased -2.43%
VGTVanguard World Fd Recent Activity Decreased -0.5%	0.05%	$246,233 396 shares@ $621.81 avg price	Decreased -0.5%
JPSTJ P Morgan Exchange Traded F Recent Activity Decreased -1.45%	0.04%	$204,099 4,052 shares@ $50.37 avg price	Decreased -1.45%
WBAWalgreens Boots Alliance Inc Recent Activity Decreased -9.02%	0.03%	$118,706 12,723 shares@ $9.34 avg price	Decreased -9.02%