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
GDGeneral Dynamics Corp Recent Activity New Position	0.04%	$216,852 823 shares@ $263.49 avg price	New Position
MSMorgan Stanley Recent Activity New Position	0.04%	$202,409 1,610 shares@ $125.72 avg price	New Position
VZVerizon Communications Inc Recent Activity New Position	0.04%	$200,413 5,012 shares@ $39.99 avg price	New Position