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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 $161,267,596
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 32,457 $19,022,458 11.79%
2.
Ishares Trust
 IEF 74,620 $16,488,050 10.22%
3.
Vanguard Malvern Fds
 262,890 $12,729,134 7.89%
4.
Invesco Qqq Tr
 22,075 $11,285,633 6.99%
5.
Spdr Series Trust
 75,900 $5,911,851 3.66%
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)