Chief Compliance Officer

0001832093-21-000001.txt : 20210209 0001832093-21-000001.hdr.sgml : 20210209 20210209170239 ACCESSION NUMBER: 0001832093-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210209 DATE AS OF CHANGE: 20210209 EFFECTIVENESS DATE: 20210209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Baron Financial Group, LLC CENTRAL INDEX KEY: 0001832093 IRS NUMBER: 208890009 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20388 FILM NUMBER: 21607446 BUSINESS ADDRESS: STREET 1: 16-00 STATE ROUTE 208 SOUTH STREET 2: SUITE 104 CITY: FAIR LAWN STATE: NJ ZIP: 07410 BUSINESS PHONE: 201-791-6408 MAIL ADDRESS: STREET 1: 16-00 STATE ROUTE 208 SOUTH STREET 2: SUITE 104 CITY: FAIR LAWN STATE: NJ ZIP: 07410 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001832093 XXXXXXXX 12-31-2020 12-31-2020 Baron Financial Group, LLC

16-00 STATE ROUTE 208 SOUTH SUITE 104 FAIR LAWN NJ 07410

13F HOLDINGS REPORT 028-20388 N Nicholas J. Scheibner Chief Compliance Officer 201-791-6408 Nicholas J. Scheibner Fair Lawn NJ 02-09-2021 0 256 125196942 false INFORMATION TABLE 2 bfg13fq42020v2.xml 1Life Healthcare Ord COM 68269G107 1528 35 SH SOLE 0 0 35 1St Comnwlth Finl Co COM 319829107 8074 738 SH SOLE 0 0 738 3M Company COM 88579Y101 30588 175 SH SOLE 0 0 175 Abbott Laboratories COM 002824100 185914 1698 SH SOLE 0 0 1698 AbbVie Inc COM 00287Y109 149260 1393 SH SOLE 0 0 1393 Accenture Plc Cl A SHS CLASS A G1151C101 18023 69 SH SOLE 0 0 69 Adient Plc ORD SHS G0084W101 2330 67 SH SOLE 0 0 67 Air Prod & Chemicals Inc COM 009158106 27322 100 SH SOLE 0 0 100 Alphabet Inc Class A CAP STK CL A 02079K305 56084 32 SH SOLE 0 0 32 Alphabet Inc Class C CAP STK CL C 02079K107 28030 16 SH SOLE 0 0 16 Alps Alerian Mlp ETF ALERIAN MLP 00162Q452 18834 734 SH SOLE 0 0 734 Altria Group, Inc. COM 02209S103 28700 700 SH SOLE 0 0 700 Amazon Com Inc COM 023135106 32569 10 SH SOLE 0 0 10 Ambev Sa ADR SPONSORED ADR 02319V103 1163 380 SH SOLE 0 0 380 Amer Electric Pwr Co Inc COM 025537101 16654 200 SH SOLE 0 0 200 American Express Stock COM 025816109 58158 481 SH SOLE 0 0 481 American Intl Gp 21Wts *W EXP 01/19/202 026874156 7 62 SH SOLE 0 0 62 American Intl Group Inc COM NEW 026874784 78597 2076 SH SOLE 0 0 2076 AMERICAN VIRTL CLD TECH EQY WARRANT *W EXP 04/07/202 030382113 353 750 SH SOLE 0 0 750 Amgen Incorporated COM 031162100 45984 200 SH SOLE 0 0 200 Ampio Pharmaceuticals Inc COM 03209T109 37365 23500 SH SOLE 0 0 23500 Apache Corp COM 037411105 3604 254 SH SOLE 0 0 254 Apple Computer Inc COM 037833100 966912 7287 SH SOLE 0 0 7287 Arcturus Therapeutics Holdings Inc COM 03969T109 4338 100 SH SOLE 0 0 100 Ares Capital Corp COM 04010L103 206350 12217 SH SOLE 0 0 12217 Asml Holding Nv New N Y REGISTRY SHS N07059210 14632 30 SH SOLE 0 0 30 Astrazeneca Plc ADR SPONSORED ADR 046353108 79984 1600 SH SOLE 0 0 1600 AT&T Corp. Com. COM 00206R102 9412 327 SH SOLE 0 0 327 ATLAS ORD SHS Y0436Q109 4976 459 SH SOLE 0 0 459 Auto Data Processing COM 053015103 232877 1322 SH SOLE 0 0 1322 Avis Budget Group Inc COM 053774105 373 10 SH SOLE 0 0 10 Baidu Inc ADR SPON ADR REP A 056752108 5190 24 SH SOLE 0 0 24 Bank Of America Corp COM 060505104 61033 2014 SH SOLE 0 0 2014 Bank Of Ny Mellon Cp New COM 064058100 10950 258 SH SOLE 0 0 258 Becton Dickinson & Co COM 075887109 165410 661 SH SOLE 0 0 661 Blackstone Group LP COM CL A 09260D107 149063 2300 SH SOLE 0 0 2300 Blink Charging Co COM 09354A100 5558 130 SH SOLE 0 0 130 Boeing Co COM 097023105 109171 510 SH SOLE 0 0 510 Broadridge Financial Solutions Inc. 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Corteva Inc com COM 22052L104 2362 61 SH SOLE 0 0 61 CVS Caremark Corp COM 126650100 12776 187 SH SOLE 0 0 187 Danaher Corp COM 235851102 9996 45 SH SOLE 0 0 45 Deere & Co COM 244199105 10762 40 SH SOLE 0 0 40 DISH Network Corp CL A 25470M109 12968 401 SH SOLE 0 0 401 Disney Walt Hldg Co COM DISNEY 254687106 108207 597 SH SOLE 0 0 597 Dow Chemical Company COM 260557103 8714 157 SH SOLE 0 0 157 Eaton Corporation SHS G29183103 4445 37 SH SOLE 0 0 37 Ebay Inc COM 278642103 10050 200 SH SOLE 0 0 200 EchoStar Corp CL A 278768106 2225 105 SH SOLE 0 0 105 ELANCO ANIMAL HEALTH INC COM 28414H103 2760 90 SH SOLE 0 0 90 Emerson Electric Co COM 291011104 3215 40 SH SOLE 0 0 40 Empire State Realty OP LP UNIT LTD PRTNSP 292102100 5941 650 SH SOLE 0 0 650 Endo International PLC SHS G30401106 3590 500 SH SOLE 0 0 500 Enphase Energy Inc COM 29355A107 3509 20 SH SOLE 0 0 20 Eog Resources Inc COM 26875P101 36505 732 SH SOLE 0 0 732 Epr Properties COM SH BEN INT 26884U109 6110 188 SH SOLE 0 0 188 Exxon Mobil Corporation COM 30231G102 338210 8205 SH SOLE 0 0 8205 Facebook Inc Class A CL A 30303M102 19121 70 SH SOLE 0 0 70 Fedex Corporation COM 31428X106 10385 40 SH SOLE 0 0 40 Fidelity MSCI Health Care ETF MSCI HLTH CARE I 316092600 924 16 SH SOLE 0 0 16 Fidelity MSCI Real Estate ETF MSCI RL EST ETF 316092857 5000 197 SH SOLE 0 0 197 First Trust Dow Jones Internet ETF DJ INTERNT IDX 33733E302 1817113 8562 SH SOLE 0 0 8562 First Trust Global GBL WND ENRG ETF 33736G106 3946554 169380 SH SOLE 0 0 169380 Forgent Networks Inc COM 04649U102 320 45 SH SOLE 0 0 45 Fresenius Med Care ADR SPONSORED ADR 358029106 39898 960 SH SOLE 0 0 960 G C P Applied Techno COM 36164Y101 10832 458 SH SOLE 0 0 458 General Dynamics Corp COM 369550108 9563 64 SH SOLE 0 0 64 General Electric COM 369604103 13144 1217 SH SOLE 0 0 1217 General Motors Stock COM 37045V100 5205 125 SH SOLE 0 0 125 Gilead Sciences Inc COM 375558103 17478 300 SH SOLE 0 0 300 Goldman Sachs Group Inc COM 38141G104 5274 20 SH SOLE 0 0 20 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COM 713448108 37101 250 SH SOLE 0 0 250 Pfizer Incorporated COM 717081103 257188 6987 SH SOLE 0 0 6987 PIMCO Broad Us Tips BROAD US TIPS 72201R403 104720 1600 SH SOLE 0 0 1600 PNC Financial Services Group Inc COM 693475857 8757 327 SH SOLE 0 0 327 Powershares Db Commodity Index Tracking UNIT 46138B103 2514 171 SH SOLE 0 0 171 Powershares Db Multi Sector OIL FD 46140H403 2276 270 SH SOLE 0 0 270 Powershares Exch Trad Fd Preferred PFD ETF 46138E511 31986 2096 SH SOLE 0 0 2096 Powershares Ftse Rafi Us 1000 FTSE RAFI 1000 46137V613 35298 265 SH SOLE 0 0 265 Powershares S&P 500 Low S&P500 LOW VOL 46138E354 28115 500 SH SOLE 0 0 500 Ppl Corporation COM 69351T106 16694 592 SH SOLE 0 0 592 Proctor & Gamble COM 742718109 117712 846 SH SOLE 0 0 846 Prologis Inc COM 74340W103 9966 100 SH SOLE 0 0 100 Providence Service C COM 743815102 47827 345 SH SOLE 0 0 345 Prudential Financial Inc COM 744320102 11711 150 SH SOLE 0 0 150 Pub Svc Enterprise Group COM 744573106 195313 3350 SH SOLE 0 0 3350 Real 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SH SOLE 0 0 120 SPDR Barclays ETF BLMBRG BRC CNVRT 78464A359 7108101 85857 SH SOLE 0 0 85857 SPDR Gold Trust GOLD SHS 78463V107 4378025 24546 SH SOLE 0 0 24546 SPDR S&P 500 TR UNIT 78462F103 11955187 31976 SH SOLE 0 0 31976 SPDR S&P Midcap 400 UTSER1 S&PDCRP 78467Y107 3290708 7837 SH SOLE 0 0 7837 SPDR Series Trust ETF BLOMBERG INTL TR 78464A516 3859872 123595 SH SOLE 0 0 123595 Spdr Wells Fargo WELLS FG PFD ETF 78464A292 503609 11340 SH SOLE 0 0 11340 SPDR Blmbg Barclays 1-3 Mth T-Bill ETF SPDR BLOOMBERG 78468R663 9152 100 SH SOLE 0 0 100 Square Inc CL A 852234103 39175 180 SH SOLE 0 0 180 Starbucks Corp COM 855244109 12838 120 SH SOLE 0 0 120 SUSTAINABLE OPPORT ACQ EQY WARRANT *W EXP 99/99/999 G8598Y117 4703 2090 SH SOLE 0 0 2090 Sysco Corporation COM 871829107 51982 700 SH SOLE 0 0 700 Teva Pharm Inds Ltd Adrf SPONSORED ADS 881624209 2181 226 SH SOLE 0 0 226 Texas Instruments Inc COM 882508104 38918 237 SH SOLE 0 0 237 The Charles Schwab Corp COM 808513105 10608 200 SH SOLE 0 0 200 The Southern Company COM 842587107 6143 100 SH SOLE 0 0 100 TherapeuticsMD Inc COM 88338N107 968 800 SH SOLE 0 0 800 Tortoise North American Pipeline TORTOISE NRAM PI 56167N720 1264 73 SH SOLE 0 0 73 Toyota Motor Cp ADR Newf SP ADR REP2COM 892331307 15457 100 SH SOLE 0 0 100 Travelers Companies Inc COM 89417E109 421 3 SH SOLE 0 0 3 Tucows Inc COM NEW 898697206 5542 75 SH SOLE 0 0 75 Twitter Inc COM 90184L102 16245 300 SH SOLE 0 0 300 Tyco Electronics Ltd REG SHS H84989104 4480 37 SH SOLE 0 0 37 UDR Inc COM 902653104 15372 400 SH SOLE 0 0 400 Ugi Corporation New COM 902681105 15732 450 SH SOLE 0 0 450 United Parcel Service B CL B 911312106 65676 390 SH SOLE 0 0 390 Unitedhealth Group Inc COM 91324P102 113270 323 SH SOLE 0 0 323 US Bancorp COM NEW 902973833 8318 312 SH SOLE 0 0 312 Valley National Bancorp COM 919794107 975 100 SH SOLE 0 0 100 Vanguard 500 ETF S&P 500 ETF SHS 922908363 4124 12 SH SOLE 0 0 12 Vanguard Bond Index Fund SHORT TRM BOND 921937827 1968709 23748 SH SOLE 0 0 23748 Vanguard Consumer CONSUM DIS ETF 92204A108 38525 140 SH SOLE 0 0 140 Vanguard Div Apprciation DIV APP ETF 921908844 232931 1650 SH SOLE 0 0 1650 Vanguard Emerging Market FTSE EMR MKT ETF 922042858 73812 1473 SH SOLE 0 0 1473 Vanguard Energy ENERGY ETF 92204A306 6483 125 SH SOLE 0 0 125 Vanguard Ftse Developed FTSE DEV MKT ETF 921943858 149750 3172 SH SOLE 0 0 3172 Vanguard Growth GROWTH ETF 922908736 137057 541 SH SOLE 0 0 541 Vanguard Health Care HEALTH CAR ETF 92204A504 3834061 17137 SH SOLE 0 0 17137 Vanguard Information INF TECH ETF 92204A702 236332 668 SH SOLE 0 0 668 Vanguard Mid Cap Value MCAP VL IDXVIP 922908512 71376 600 SH SOLE 0 0 600 Vanguard Reit Index ETF REAL ESTATE ETF 922908553 3935485 46338 SH SOLE 0 0 46338 Vanguard Short Inflation STRM INFPROIDX 922020805 4503443 88130 SH SOLE 0 0 88130 Vanguard Short-Term Corporate Bond ETF SHRT TRM CORP BD 92206C409 24975 300 SH SOLE 0 0 300 Vanguard Small Cap SMALL CP ETF 922908751 29202 150 SH SOLE 0 0 150 Vanguard Small Cap Grwth SML CP GRW ETF 922908595 29710 111 SH SOLE 0 0 111 Vanguard Small Cap Value SM CP VAL ETF 922908611 130691 919 SH SOLE 0 0 919 Vanguard Total International Stock ETF VG TL INTL STK F 921909768 44759 744 SH SOLE 0 0 744 Vanguard Total Stock Mkt TOTAL STK MKT 922908769 1538453 7904 SH SOLE 0 0 7904 Vanguard Value VALUE ETF 922908744 86008 723 SH SOLE 0 0 723 Verizon Communications COM 92343V104 34369 585 SH SOLE 0 0 585 Walmart Common Stock COM 931142103 69192 480 SH SOLE 0 0 480 Wells Fargo & Co PERP PFD CNV A 949746804 45537 30 SH SOLE 0 0 30 Weyerhaeuser Co COM NEW 962166104 11233 335 SH SOLE 0 0 335 Wisdom Tree Dividend Ex US DIVID EX FNCL 97717W406 23870 285 SH SOLE 0 0 285 Wisdomtree Total US TOTAL DIVIDND 97717W109 146790 1400 SH SOLE 0 0 1400 Workhorse Group Inc Com COM NEW 98138J206 8901 450 SH SOLE 0 0 450 Yum China Holdings I COM 98850P109 13473 236 SH SOLE 0 0 236 Yum! Brands Inc COM 988498101 29901 275 SH SOLE 0 0 275 Zimmer Biomet Hldgs COM 98956P102 15409 100 SH SOLE 0 0 100