BW

Baltimore-Washington Financial Advisors, Inc.

13F
Baltimore-Washington Financial Advisors, Inc.
Last update 2025-05-15 153 Stocks (10 new)
Value $1.89 Bil Turnover 4 %
Countries:
Top Holdings: VV(5.26%)QQQ(4.78%)RSP(3.11%)VIG(3.01%)NVDA(2.89%)
Summary Stock Picks Current Portfolio
Baltimore-Washington Financial... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VV
Vanguard Large Cap ETF
385,735
99,145.5
+1.03%
5.260
+0.05%
0.260
+19.63%
+7.58%
40,453.1
 
QQQ
INVESCO QQQ Trust
192,209
90,130.8
+1.10%
4.780
+0.05%
0.030
+26.27%
+9.78%
357,853.0
 
RSP
Invesco S&P 500 Equal Weight ETF
338,525
58,642.6
+0.30%
3.110
+0.01%
0.080
+13.82%
+6.08%
74,612.5
 
VIG
Vanguard Dividend Appreciation FTF
292,777
56,795.9
+1.00%
3.010
+0.03%
0.070
+12.25%
+5.68%
89,713.3
 
NVDA
NVIDIA Corp
502,963
54,511.2
-0.85%
2.890
-0.03%
0.000
+68.92%
+24.40%
4,073,453.7
Semiconductors
AAPL
Apple Inc
217,893
48,400.6
+1.04%
2.570
+0.03%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
SPDR SSGA US Large Cap Low Volatility Index ETF
275,611
47,967.3
-0.03%
2.540
0%
4.510
+5.02%
+6.56%
1,077.4
 
MSFT
Microsoft Corp
126,174
47,364.1
+1.55%
2.510
+0.04%
0.000
+38.00%
+20.34%
3,755,441.4
Software
VTV
Vanguard Value ETF
257,559
44,490.6
+1.79%
2.360
+0.04%
0.030
+10.19%
+5.65%
134,245.4
 
IVV
iShares Core S&P 500 ETF
79,168
44,484.4
+3.45%
2.360
+0.08%
0.010
+19.34%
+7.31%
636,576.3
 

Baltimore-Washington Financial Advisors, Inc.'s Historical Top Holdings Breakdowns

Baltimore-Washington Financial Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AMD
Advanced Micro Devices Inc
2025-03-31
Sold Out
Sold Out
-0.59%
●
96.63 ($111.19) 129.55
$154.72
39.15%
Sold Out
0
-94,698
ADBE
Adobe Inc
2025-03-31
Sold Out
Sold Out
-0.58%
●
377.84 ($428.84) 464.11
$372.87
-13.05%
Sold Out
0
-25,586
FTNT
Fortinet Inc
2025-03-31
Add
Add
+0.41%
●
92.49 ($101.38) 114.57
$104.81
3.38%
Add 120.93%
145,916
79,869
CRWD
CrowdStrike Holdings Inc
2025-03-31
Add
Add
+0.35%
●
308.86 ($381.06) 455.36
$471.23
23.66%
Add 415.11%
23,113
18,626
ABNB
Airbnb Inc
2025-03-31
Sold Out
Sold Out
-0.33%
●
119.38 ($133.97) 161.42
$139.43
4.08%
Sold Out
0
-49,447
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.31%
●
167.43 ($211.65) 244.7
$278.59
31.63%
Add 1734.95%
37,488
35,445
KKR
KKR & Co Inc
2025-03-31
New Buy
New Buy
+0.28%
●
108.17 ($137.58) 167.07
$144.97
5.37%
New holding
45,449
45,449
LH
Labcorp Holdings Inc
2025-03-31
Reduce
Reduce
-0.25%
●
228.19 ($242.67) 256.81
$252.07
3.87%
Reduce -95.78%
914
-20,742
IBHH
iShares iBonds 2028 Term High Yield and Income ETF
iShares iBonds 2028 Term High Yield and Income ETF
2025-03-31
Add
Add
+0.18%
●
23.33 ($23.52) 23.71
$23.70
0.77%
Add 15.51%
1,065,811
143,145
PINS
Pinterest Inc
2025-03-31
Reduce
Reduce
-0.13%
●
29.79 ($33.88) 40
$38.11
12.49%
Reduce -89.31%
9,943
-83,071

Baltimore-Washington Financial Advisors, Inc. Total Holding History ($B)

To

Baltimore-Washington Financial Advisors, Inc.'s Asset Allocation

To

Baltimore-Washington Financial Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Baltimore-Washington Financial Advisors, Inc.'s Hypothetical Growth since 2025-03-31

Baltimore-Washington Financial Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Baltimore-Washington Financial Advisors, Inc.'s Holdings Heat Map

Size field:

Baltimore-Washington Financial Advisors, Inc.'s Holdings Bubble Chart

Baltimore-Washington Financial Advisors, Inc. News

  • 1

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