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Home > Institutional Investor > Baron Financial Group, Llc > Profile

Instuitional Investor - Baron Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Baron Financial Group, Llc
Portfolio Value $158,973,244
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 32,519 $18,190,855 11.44%
2.
Ishares Trust
 IEF 74,133 $14,788,806 9.3%
3.
Vanguard Malvern Fds
 262,175 $13,082,533 8.23%
4.
Invesco Qqq Tr
 21,933 $10,285,045 6.47%
5.
Spdr Gold Trust
 GLD 22,373 $6,446,557 4.06%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)