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Baron Financial Group, LLC Buys iShares Core U.S. Aggregate Bond ETF, iShares National Muni Bond ETF, Amazon.com Inc, Sells WisdomTree U.S. Total Dividend Fund, Vanguard Dividend Appreciation FTF, W R Grace

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Nov 13, 2021
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Investment company Baron Financial Group, LLC (Current Portfolio) buys iShares Core U.S. Aggregate Bond ETF, iShares National Muni Bond ETF, Amazon.com Inc, General Electric Co, Teva Pharmaceutical Industries, sells WisdomTree U.S. Total Dividend Fund, Vanguard Dividend Appreciation FTF, W R Grace, Mastercard Inc, Schwab U.S. REIT ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Baron Financial Group, LLC. As of 2021Q3, Baron Financial Group, LLC owns 224 stocks with a total value of $165 million. These are the details of the buys and sells.

For the details of Baron Financial Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/baron+financial+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Baron Financial Group, LLC
  1. iShares Russell 2000 ETF (IWM) - 77,511 shares, 10.29% of the total portfolio. Shares added by 0.95%
  2. Vanguard Short-Term Inflation-Protected Securities (VTIP) - 290,403 shares, 9.27% of the total portfolio. Shares added by 11.77%
  3. S&P 500 ETF TRUST ETF (SPY) - 33,589 shares, 8.75% of the total portfolio. Shares added by 0.86%
  4. BTC iShares MSCI USA Momentum Factor ETF (MTUM) - 50,860 shares, 5.42% of the total portfolio. Shares added by 1.70%
  5. Vanguard Short-Term Bond ETF (BSV) - 108,413 shares, 5.39% of the total portfolio. Shares added by 17.52%
New Purchase: General Electric Co (GE)

Baron Financial Group, LLC initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $107.590000. The impact to a portfolio due to this purchase was 0.01%. The holding were 155 shares as of 2021-09-30.

New Purchase: Reinsurance Group of America Inc (RGA)

Baron Financial Group, LLC initiated holding in Reinsurance Group of America Inc. The purchase prices were between $105.75 and $121.73, with an estimated average price of $113.98. The stock is now traded at around $112.260000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 224 shares as of 2021-09-30.

Added: iShares National Muni Bond ETF (MUB)

Baron Financial Group, LLC added to a holding in iShares National Muni Bond ETF by 26.27%. The purchase prices were between $115.79 and $117.26, with an estimated average price of $116.72. The stock is now traded at around $116.110000. The impact to a portfolio due to this purchase was 0.4%. The holding were 26,890 shares as of 2021-09-30.

Added: iShares Core U.S. Aggregate Bond ETF (AGG)

Baron Financial Group, LLC added to a holding in iShares Core U.S. Aggregate Bond ETF by 21.16%. The purchase prices were between $114.41 and $116.05, with an estimated average price of $115.38. The stock is now traded at around $114.320000. The impact to a portfolio due to this purchase was 0.4%. The holding were 32,575 shares as of 2021-09-30.

Added: Amazon.com Inc (AMZN)

Baron Financial Group, LLC added to a holding in Amazon.com Inc by 80.00%. The purchase prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22. The stock is now traded at around $3525.150000. The impact to a portfolio due to this purchase was 0.02%. The holding were 18 shares as of 2021-09-30.

Added: Teva Pharmaceutical Industries Ltd (TEVA)

Baron Financial Group, LLC added to a holding in Teva Pharmaceutical Industries Ltd by 353.98%. The purchase prices were between $8.38 and $10.18, with an estimated average price of $9.37. The stock is now traded at around $9.510000. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,026 shares as of 2021-09-30.

Sold Out: W R Grace & Co (GRA)

Baron Financial Group, LLC sold out a holding in W R Grace & Co. The sale prices were between $69.29 and $69.99, with an estimated average price of $69.57.

Sold Out: Mastercard Inc (MA)

Baron Financial Group, LLC sold out a holding in Mastercard Inc. The sale prices were between $337.38 and $393.26, with an estimated average price of $363.45.

Sold Out: SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)

Baron Financial Group, LLC sold out a holding in SPDR Bloomberg 1-3 Month T-Bill ETF. The sale prices were between $91.45 and $91.48, with an estimated average price of $91.46.

Sold Out: Enphase Energy Inc (ENPH)

Baron Financial Group, LLC sold out a holding in Enphase Energy Inc. The sale prices were between $148.4 and $193.93, with an estimated average price of $171.85.

Sold Out: Empire State Realty OP LP (ESBA)

Baron Financial Group, LLC sold out a holding in Empire State Realty OP LP. The sale prices were between $9.39 and $12.12, with an estimated average price of $10.78.

Sold Out: 1Life Healthcare Inc (ONEM)

Baron Financial Group, LLC sold out a holding in 1Life Healthcare Inc. The sale prices were between $19.51 and $33.49, with an estimated average price of $25.8.



Here is the complete portfolio of Baron Financial Group, LLC. Also check out:

1. Baron Financial Group, LLC's Undervalued Stocks
2. Baron Financial Group, LLC's Top Growth Companies, and
3. Baron Financial Group, LLC's High Yield stocks
4. Stocks that Baron Financial Group, LLC keeps buying
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