Baltimore-Washington Financial Advisors, Inc. has disclosed 153 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $1.89 Bil. The turnover rate is 4%.
In Baltimore-Washington Financial Advisors, Inc.'s current portfolio as of 2025-03-31, the top 5 holdings are
Vanguard Large Cap ETF (VV), INVESCO QQQ Trust (QQQ), Invesco S&P 500 Equal Weight ETF (RSP), Vanguard Dividend Appreciation FTF (VIG), NVIDIA Corp (NVDA), not including call and put options.
Baltimore-Washington Financial Advisors, Inc. did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Baltimore-Washington Financial Advisors, Inc., as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Baltimore-Washington Financial Advisors, Inc., which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Baltimore-Washington Financial Advisors, Inc..
