Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARON FINANCIAL GROUP LLC | 04-30-2024 | 03-31-2024 | 50 | 162,056,767 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COLGATE PALMOLIVE CO | COM | 51 | $314,275 | 3,490 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MERCK & CO INC | COM | 52 | $262,977 | 1,993 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| JOHNSON & JOHNSON | COM | 53 | $254,951 | 1,612 | 0.00 | 0.00 | -99 | -5.79 | 03-31-2024 |
| ABBVIE INC | COM | 54 | $253,666 | 1,393 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
