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| Name: |
Baron Silver Stevens Financial Advisors LLC |
| City: |
Boca Raton |
| State: |
FL |
| Zip: |
33431 |
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data |
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| Holdings
Found :
19 |
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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 |
|
UNP |
Union Pacific Corp |
83 |
New |
$226.47 |
$311,000 |
1,264 |
0.06% |
311,000 |
1,264 |
0.001 |
Railroads |
|
|
AXP |
American Express Co |
87 |
New |
$224.04 |
$298,000 |
1,307 |
0.06% |
298,000 |
1,307 |
0 |
Credit Services |
|
|
IVE |
iShares S&P 500/BARRA Value |
88 |
New |
$181.40 |
$296,000 |
1,583 |
0.06% |
296,000 |
1,583 |
0.001 |
Closed - End Fund - E... |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
92 |
New |
$0.00 |
$291,000 |
1,772 |
0.06% |
291,000 |
1,772 |
0 |
N/A |
|
|
QCOM |
QUALCOMM Inc |
97 |
New |
$215.39 |
$269,000 |
1,588 |
0.05% |
269,000 |
1,588 |
0 |
Communication Equipment |
|
|
NVO |
Novo Nordisk A/S (ADR) |
99 |
New |
$143.26 |
$266,000 |
2,070 |
0.05% |
266,000 |
2,070 |
0 |
Drug Manufacturers - ... |
|
|
ASML |
ASML Holding N.V. (ADR) |
102 |
New |
$0.00 |
$247,000 |
255 |
0.05% |
247,000 |
255 |
0 |
Semiconductor Equipme... |
|
|
XOM |
Exxon Mobil Corp |
106 |
New |
$110.93 |
$238,000 |
2,050 |
0.05% |
238,000 |
2,050 |
0 |
Integrated Oil & Gas |
|
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TM |
Toyota Motor Corporation (ADR) |
107 |
New |
$232.88 |
$228,000 |
904 |
0.04% |
228,000 |
904 |
0.001 |
Auto Manufacturers |
|
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AMGN |
Amgen Inc |
109 |
New |
$301.08 |
$220,000 |
774 |
0.04% |
220,000 |
774 |
0 |
Biotechnology |
|
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SYY |
SYSCO Corp |
111 |
New |
$71.13 |
$217,000 |
2,677 |
0.04% |
217,000 |
2,677 |
0 |
Food Wholesale |
|
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PGR |
Progressive Corp |
113 |
New |
$202.44 |
$213,000 |
1,031 |
0.04% |
213,000 |
1,031 |
0 |
Property & Casualty I... |
|
|
KLD |
iShares KLD Select Social I... |
114 |
New |
$111.38 |
$212,000 |
1,941 |
0.04% |
212,000 |
1,941 |
0.003 |
Closed - End Fund - E... |
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NOC |
Northrop Grumman Corp |
115 |
New |
$427.15 |
$212,000 |
443 |
0.04% |
212,000 |
443 |
0 |
Aerospace/Defense - M... |
|
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VGT |
Vanguard I T VIPERS |
117 |
New |
$571.52 |
$209,000 |
398 |
0.04% |
209,000 |
398 |
0 |
Closed - End Fund - E... |
|
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MS |
Morgan Stanley |
118 |
New |
$95.65 |
$203,000 |
2,159 |
0.04% |
203,000 |
2,159 |
0 |
Investment Brokerage ... |
|
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AMD |
Advanced Micro Devices Inc |
119 |
New |
$160.24 |
$202,000 |
1,118 |
0.04% |
202,000 |
1,118 |
0 |
Semiconductor- Broad... |
|
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LOW |
Lowes Companies Inc |
121 |
New |
$225.02 |
$201,000 |
789 |
0.04% |
201,000 |
789 |
0 |
Home Improvement Stores |
|
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IVW |
ishares tr S&P 500 BARRA GR |
122 |
New |
$91.44 |
$200,000 |
2,370 |
0.04% |
200,000 |
2,370 |
0 |
Closed - End Fund - E... |
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