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  Name: Baron Financial Group LLC
  City: FAIR LAWN
  State: NJ
  Zip: 07410
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $162,059,000
  Total Value Change : $5,245,000
  Securities Held Change : -1
   
All Securities Held : 50
  New Positions : 1
  Closed Positions : 2
  Increased Positions : 16
  Unchanged Positions : 8
  Decreased Positions : 25

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Holdings Found : 8     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 34 - $117.26 $863,000 7,420 0.53% 121,000 0 0    Integrated Oil & Gas
   (ARCC)1 Year Chart         ARCC Ares Capital Corp 39 - $21.57 $382,000 18,366 0.24% 14,000 0 0.004    Closed - End Fund - Debt
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 41 - $534.61 $342,000 653 0.21% 26,000 0 0    Closed - End Fund - E...
   (CL)1 Year Chart         CL Colgate Palmolive Co 43 - $92.96 $314,000 3,490 0.19% 36,000 0 0    Personal Products
   (MRK)1 Year Chart         MRK Merck & Co Inc 44 - $131.20 $263,000 1,993 0.16% 46,000 0 0    Drug Manufacturers - ...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 46 - $161.24 $254,000 1,393 0.16% 38,000 0 0    Drug Manufacturers - ...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 47 - $180.90 $250,000 1,367 0.15% 17,000 0 0    Closed - End Fund - Debt
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 48 - $0.00 $231,000 3,116 0.14% 12,000 0 0    N/A

      8 Records Found
  1    
Page 1 of 1
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