0001172661-23-000351.txt : 20230130 0001172661-23-000351.hdr.sgml : 20230130 20230130154800 ACCESSION NUMBER: 0001172661-23-000351 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230130 DATE AS OF CHANGE: 20230130 EFFECTIVENESS DATE: 20230130 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: 23567507 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 X0202 13F-HR LIVE false true false 0001851395 XXXXXXXX 12-31-2022 12-31-2022 false BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

4800 N. Federal Highway Suite 210-a Boca Raton FL 33431

13F HOLDINGS REPORT 028-21116 000126767 801-69482 N Carrie Prusa 561-447-1997 /s/ Carrie Prusa Boca Raton FL 01-30-2023 0 97 406537402 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 710815 4398 SH SOLE 0 0 4398 ADOBE SYSTEMS INCORPORATED COM 00724F101 202086 601 SH SOLE 0 0 601 ALPHABET INC CAP STK CL C 02079K107 843201 9503 SH SOLE 0 0 9503 ALPHABET INC CAP STK CL A 02079K305 975824 11060 SH SOLE 0 0 11060 ALTRIA GROUP INC COM 02209S103 289619 6336 SH SOLE 0 0 6336 AMAZON COM INC COM 023135106 894348 10647 SH SOLE 0 0 10647 AMERICAN WTR WKS CO INC NEW COM 030420103 211407 1387 SH SOLE 0 0 1387 APPLE INC COM 037833100 5817288 44772 SH SOLE 0 0 44772 APPLIED MATLS INC COM 038222105 339077 3482 SH SOLE 0 0 3482 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 693172 2244 SH SOLE 0 0 2244 BRISTOL-MYERS SQUIBB CO COM 110122108 315630 4387 SH SOLE 0 0 4387 CHEVRON CORP NEW COM 166764100 283774 1581 SH SOLE 0 0 1581 CISCO SYS INC COM 17275R102 241088 5061 SH SOLE 0 0 5061 COCA COLA CO COM 191216100 250773 3942 SH SOLE 0 0 3942 COSTCO WHSL CORP NEW COM 22160K105 296725 650 SH SOLE 0 0 650 DANAHER CORPORATION COM 235851102 409631 1543 SH SOLE 0 0 1543 DEERE & CO COM 244199105 374736 874 SH SOLE 0 0 874 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 278121 6684 SH SOLE 0 0 6684 DISNEY WALT CO COM 254687106 500041 5756 SH SOLE 0 0 5756 DUKE ENERGY CORP NEW COM NEW 26441C204 238375 2315 SH SOLE 0 0 2315 FORTINET INC COM 34959E109 522194 10681 SH SOLE 0 0 10681 GILEAD SCIENCES INC COM 375558103 1380554 16081 SH SOLE 0 0 16081 GOLDMAN SACHS GROUP INC COM 38141G104 240253 700 SH SOLE 0 0 700 HOME DEPOT INC COM 437076102 475685 1506 SH SOLE 0 0 1506 HONEYWELL INTL INC COM 438516106 375577 1753 SH SOLE 0 0 1753 INTUITIVE SURGICAL INC COM NEW 46120E602 241203 909 SH SOLE 0 0 909 INVESCO QQQ TR UNIT SER 1 46090E103 390899 1468 SH SOLE 0 0 1468 ISHARES INC MSCI GBL MIN VOL 464286525 15781485 166086 SH SOLE 0 0 166086 ISHARES INC CORE MSCI EMKT 46434G103 7671082 164263 SH SOLE 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