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Baron Silver Stevens bought $566K in QUAL ETF, boosting its stake in the high-quality U.S. stock fund.
In the second quarter of 2025, Baron Silver Stevens Financial Advisors LLC established a new position in the iShares MSCI USA Quality Factor ETF (QUAL), buying 3,097 shares worth about $566,000.
The firm also increased its stake in Kelly Financial Services LLC’s holdings, which now own 125,466 shares of QUAL, valued at $22.9 million.
Patton Albertson Miller Group LLC added 389 shares, raising its total to 7,520.
QUAL, which tracks high-quality U.S. large- and mid-cap stocks based on factors like return on equity and low debt, has a market cap of $55.84 billion and a P/E ratio of 25.59.
The ETF traded at $192.60, with a 50-day moving average of $188.35 and a 200-day average of $178.85.
Baron Silver Stevens compró $566K en QUAL ETF, aumentando su participación en el fondo de acciones de alta calidad de EE.UU.