0001606587-22-002101.txt : 20221102
0001606587-22-002101.hdr.sgml : 20221102
20221102095541
ACCESSION NUMBER: 0001606587-22-002101
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221102
DATE AS OF CHANGE: 20221102
EFFECTIVENESS DATE: 20221102
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
CENTRAL INDEX KEY: 0001851395
IRS NUMBER: 651039401
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21116
FILM NUMBER: 221352610
BUSINESS ADDRESS:
STREET 1: 4800 N. FEDERAL HIGHWAY
STREET 2: SUITE 210-A
CITY: BOCA RATON
STATE: FL
ZIP: 33431
BUSINESS PHONE: 561-447-1997
MAIL ADDRESS:
STREET 1: 4800 N. FEDERAL HIGHWAY
STREET 2: SUITE 210-A
CITY: BOCA RATON
STATE: FL
ZIP: 33431
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001851395
XXXXXXXX
09-30-2022
09-30-2022
false
Baron Silver Stevens Financial Advisors, LLC
4800 N. Federal Highway
Suite 210-A
Boca Raton
FL
33431
13F HOLDINGS REPORT
028-21116
N
Carrie Prusa
Chief Compliance Officer, Investment Adviser Representative
561-447-1997
Carrie Prusa
Boca Raton
FL
11-02-2022
0
103
367277
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
Abbott Laboratories
COM
002824100
596
778
SH
SOLE
NONE
0
0
0
Allstate Corp
COM
020002101
1052
680
SH
SOLE
NONE
0
0
0
Alphabet Inc A
CAP STK CL A
02079K305
913
11000
SH
SOLE
NONE
0
0
0
Alphabet Inc C
CAP STK CL C
02079K107
261
9503
SH
SOLE
NONE
0
0
0
Amazon.com Inc
COM
023135106
62
10497
SH
SOLE
NONE
0
0
0
Appian Corp Cl A
CL A
03782L101
6223
14
SH
SOLE
NONE
0
0
0
Apple Inc
COM
037833100
336
45032
SH
SOLE
NONE
0
0
0
Becton, Dickinson and Co
COM
075887109
625
39
SH
SOLE
NONE
0
0
0
Brighthouse Finl Inc Com
COM
10922N103
333
24
SH
SOLE
NONE
0
0
0
Charles Schwab Corp
COM
808513105
215
18
SH
SOLE
NONE
0
0
0
Cintas Corp
COM
172908105
204
60
SH
SOLE
NONE
0
0
0
CME Group Inc Class A
COM
12572Q105
238
327
SH
SOLE
NONE
0
0
0
Corteva Inc com
COM
22052L104
313
284
SH
SOLE
NONE
0
0
0
D.R. Horton Inc
COM
23331A109
398
100
SH
SOLE
NONE
0
0
0
Edwards Lifesciences Corp
COM
28176E108
284
912
SH
SOLE
NONE
0
0
0
Ford Motor Co
COM
345370860
524
9455
SH
SOLE
NONE
0
0
0
Fortinet Inc
COM
34959E109
14
10681
SH
SOLE
NONE
0
0
0
Genuine Parts Co
COM
372460105
992
48
SH
SOLE
NONE
0
0
0
Gilead Sciences Inc
COM
375558103
0
16081
SH
SOLE
NONE
0
0
0
Goldman Sachs ActiveBetaUS LgCp Eq ETF
ACTIVEBETA US LG
381430503
205
111
SH
SOLE
NONE
0
0
0
Hilton Worldwide Holdings Inc
COM
43300A203
287
350
SH
SOLE
NONE
0
0
0
Howmet Aerospace Inc
COM
443201108
830
333
SH
SOLE
NONE
0
0
0
Invesco Preferred ETF
PFD ETF
46138E511
359
46
SH
SOLE
NONE
0
0
0
iShares Broad USD Invm Grd Corp Bd ETF
USD INV GRDE ETF
464288620
3985
388
SH
SOLE
NONE
0
0
0
Ishares Core High Dividend Etf
CORE HIGH DV ETF
46429B663
3145
43662
SH
SOLE
NONE
0
0
0
iShares Core MSCI EAFE
CORE MSCI EAFE
46432F842
7325
59725
SH
SOLE
NONE
0
0
0
iShares Core MSCI Emerging Markets ETF
CORE MSCI EMKT
46434G103
4267
170433
SH
SOLE
NONE
0
0
0
iShares Core MSCI Total Intl Stk ETF
CORE MSCI TOTAL
46432F834
30801
83816
SH
SOLE
NONE
0
0
0
iShares Core SP 500
CORE S&P500 ETF
464287200
16301
85881
SH
SOLE
NONE
0
0
0
iShares Core SP Mid-Cap
CORE S&P MCP ETF
464287507
13383
74347
SH
SOLE
NONE
0
0
0
iShares Core SP Small-Cap
CORE S&P SCP ETF
464287804
7303
153497
SH
SOLE
NONE
0
0
0
iShares Core SP Total US Stock Mkt ETF
CORE S&P TTL STK
464287150
309
91825
SH
SOLE
NONE
0
0
0
iShares Core SP US Value ETF
CORE S&P US VLU
464287663
212
4941
SH
SOLE
NONE
0
0
0
Ishares Core U S Growth Etf
CORE S&P US GWT
464287671
16701
2131
SH
SOLE
NONE
0
0
0
iShares Core US Aggregate Bond
CORE US AGGBD ET
464287226
14657
173355
SH
SOLE
NONE
0
0
0
iShares Edge MSCI Min Vol Global
MSCI GBL MIN VOL
464286525
18398
165508
SH
SOLE
NONE
0
0
0
iShares Edge MSCI Min Vol USA
MSCI USA MIN VOL
46429B697
208
278340
SH
SOLE
NONE
0
0
0
iShares ESG Aware MSCI USA ETF
ESG AWR MSCI USA
46435G425
2745
2626
SH
SOLE
NONE
0
0
0
iShares Exponential Technologies
EXPONENTIAL TECH
46434V381
3
61593
SH
SOLE
NONE
0
0
0
iShares MSCI EAFE
MSCI EAFE ETF
464287465
201
435
SH
SOLE
NONE
0
0
0
iShares MSCI EAFE Min Vol Factor ETF
MSCI EAFE MIN VL
46429B689
258
3542
SH
SOLE
NONE
0
0
0
iShares Nasdaq Biotechnology
ISHARES BIOTECH
464287556
11704
366
SH
SOLE
NONE
0
0
0
iShares National Muni Bond ETF
NATIONAL MUN ETF
464288414
383
114099
SH
SOLE
NONE
0
0
0
iShares PreferredIncome Securities ETF
PFD AND INCM SEC
464288687
115
12120
SH
SOLE
NONE
0
0
0
iShares Russell 1000
RUS 1000 ETF
464287622
30382
583
SH
SOLE
NONE
0
0
0
iShares Russell 1000 Growth
RUS 1000 GRW ETF
464287614
1248
144405
SH
SOLE
NONE
0
0
0
iShares Russell 1000 Value
RUS 1000 VAL ETF
464287598
244
9179
SH
SOLE
NONE
0
0
0
iShares SP Mid-Cap 400 Growth
S&P MC 400GR ETF
464287606
217
1036
SH
SOLE
NONE
0
0
0
iShares Short Treasury Bond
SHORT TREAS BD
464288679
1011
64
SH
SOLE
NONE
0
0
0
iShares TIPS Bond
TIPS BD ETF
464287176
364
178
SH
SOLE
NONE
0
0
0
iShares U.S. Equity Factor ETF
U S EQUITY FACTR
46434V282
22
10072
SH
SOLE
NONE
0
0
0
JetBlue Airways Corp
COM
477143101
858
340
SH
SOLE
NONE
0
0
0
Johnson Controls International PLC
SHS
G51502105
333
1867
SH
SOLE
NONE
0
0
0
JPMorgan Chase Co
COM
46625H100
850
3187
SH
SOLE
NONE
0
0
0
JPMorgan Equity Premium Income ETF
EQUITY PREMIUM
46641Q332
96
16602
SH
SOLE
NONE
0
0
0
MATCH GROUP ORD
COM
57667L107
496
37
SH
SOLE
NONE
0
0
0
MercadoLibre Inc
COM
58733R102
456
15
SH
SOLE
NONE
0
0
0
Merck Co Inc
COM
58933Y105
595
5300
SH
SOLE
NONE
0
0
0
Micron Technology Inc
COM
595112103
2942
124
SH
SOLE
NONE
0
0
0
Microsoft Corp
COM
594918104
0
12634
SH
SOLE
NONE
0
0
0
Newtek Business Services Corp
COM NEW
652526203
1357
200
SH
SOLE
NONE
0
0
0
Nextera Energy Inc
COM
65339F101
1
17314
SH
SOLE
NONE
0
0
0
Pentair PLC
SHS
G7S00T104
568
41
SH
SOLE
NONE
0
0
0
PepsiCo Inc
COM
713448108
643
3485
SH
SOLE
NONE
0
0
0
Pfizer Inc
COM
717081103
173
14704
SH
SOLE
NONE
0
0
0
Precigen Inc
COM
74017N105
400
3800
SH
SOLE
NONE
0
0
0
PTC Inc
COM
69370C100
231
1
SH
SOLE
NONE
0
0
0
Ranger Oil Corp
CLASS A COM
70788V102
277
9
SH
SOLE
NONE
0
0
0
SPDR Dow Jones Industrial Average ETF
UT SER 1
78467X109
221
131
SH
SOLE
NONE
0
0
0
SPDR Portfolio SP 400 Mid Cap ETF
PORTFOLIO S&P400
78464A847
1318
2193
SH
SOLE
NONE
0
0
0
TE Connectivity Ltd
SHS
H84989104
1121
201
SH
SOLE
NONE
0
0
0
Technology Select Sector SPDR ETF
TECHNOLOGY
81369Y803
723
9445
SH
SOLE
NONE
0
0
0
Teva Pharmaceutical Industries Ltd ADR
SPONSORED ADS
881624209
254
1000
SH
SOLE
NONE
0
0
0
The Hershey Co
COM
427866108
415
102
SH
SOLE
NONE
0
0
0
Toyota Motor Corporation Ads
ADS
892331307
291
815
SH
SOLE
NONE
0
0
0
VanEck Semiconductor ETF
SEMICONDUCTR ETF
92189F676
8174
1000
SH
SOLE
NONE
0
0
0
Vanguard 500 ETF
S&P 500 ETF SHS
922908363
20748
24899
SH
SOLE
NONE
0
0
0
Vanguard Dividend Appreciation ETF
DIV APP ETF
921908844
327
153513
SH
SOLE
NONE
0
0
0
Vanguard Financials ETF
FINANCIALS ETF
92204A405
931
670
SH
SOLE
NONE
0
0
0
Vanguard FTSE All-World ex-US ETF
ALLWRLD EX US
922042775
1103
21001
SH
SOLE
NONE
0
0
0
Vanguard FTSE Developed Markets ETF
VAN FTSE DEV MKT
921943858
1157
30349
SH
SOLE
NONE
0
0
0
Vanguard FTSE Emerging Markets ETF
FTSE EMR MKT ETF
922042858
11312
31708
SH
SOLE
NONE
0
0
0
Vanguard Growth ETF
GROWTH ETF
922908736
7079
52872
SH
SOLE
NONE
0
0
0
Vanguard High Dividend Yield ETF
HIGH DIV YLD
921946406
6
74611
SH
SOLE
NONE
0
0
0
Vanguard Intermediate-Term Bond ETF
INTERMED TERM
921937819
260
94
SH
SOLE
NONE
0
0
0
Vanguard Large-Cap ETF
LARGE CAP ETF
922908637
2530
65
SH
SOLE
NONE
0
0
0
Vanguard Mid-Cap ETF
MID CAP ETF
922908629
24
13462
SH
SOLE
NONE
0
0
0
Vanguard Mid-Cap Value ETF
MCAP VL IDXVIP
922908512
252
28
SH
SOLE
NONE
0
0
0
Vanguard Short-Term Corporate Bond ETF
SHRT TRM CORP BD
92206C409
1825
132
SH
SOLE
NONE
0
0
0
Vanguard Short-Term Infl-Prot Secs ETF
STRM INFPROIDX
922020805
131
37937
SH
SOLE
NONE
0
0
0
Vanguard Short-Term Treasury ETF
SHORT TERM TREAS
92206C102
2750
2269
SH
SOLE
NONE
0
0
0
Vanguard Small-Cap ETF
SMALL CP ETF
922908751
11652
16095
SH
SOLE
NONE
0
0
0
Vanguard Tax-Exempt Bond ETF
TAX EXEMPT BD
922907746
8529
242063
SH
SOLE
NONE
0
0
0
Vanguard Total Bond Market ETF
TOTAL BND MRKT
921937835
11222
119582
SH
SOLE
NONE
0
0
0
Vanguard Total International Stock ETF
VG TL INTL STK F
921909768
27608
245191
SH
SOLE
NONE
0
0
0
Vanguard Total Stock Market ETF
TOTAL STK MKT
922908769
23
153834
SH
SOLE
NONE
0
0
0
Vanguard Total World Stock ETF
TT WRLD ST ETF
922042742
599
295
SH
SOLE
NONE
0
0
0
Vanguard Utilities ETF
UTILITIES ETF
92204A876
31711
60
SH
SOLE
NONE
0
0
0
Vanguard Value ETF
VALUE ETF
922908744
0
256816
SH
SOLE
NONE
0
0
0
Veritiv Corp
COM
923454102
275
9
SH
SOLE
NONE
0
0
0
Virtus Investment Partners Inc
COM
92828Q109
437
13
SH
SOLE
NONE
0
0
0
Walgreen Boots Alliance Inc Com
COM
931427108
289
219
SH
SOLE
NONE
0
0
0
Wal-Mart Stores Inc
COM
931142103
548
2230
SH
SOLE
NONE
0
0
0