BW
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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 % |
Baltimore-Washington Financial... Top Holdings of 2025-03-31
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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 | +19.83% | +8.10% | 40,679.5 | ||
QQQ | INVESCO QQQ Trust | 192,209 | 90,130.8 | +1.10% | 4.780 | +0.05% | 0.030 | +26.52% | +10.07% | 357,775.2 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 338,525 | 58,642.6 | +0.30% | 3.110 | +0.01% | 0.080 | +13.69% | +6.04% | 74,012.7 | ||
VIG | Vanguard Dividend Appreciation FTF | 292,777 | 56,795.9 | +1.00% | 3.010 | +0.03% | 0.070 | +12.58% | +6.21% | 89,349.2 | ||
NVDA | NVIDIA Corp | 502,963 | 54,511.2 | -0.85% | 2.890 | -0.03% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
AAPL | Apple Inc | 217,893 | 48,400.6 | +1.04% | 2.570 | +0.03% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | 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 | +4.88% | +6.66% | 1,091.1 | ||
MSFT | Microsoft Corp | 126,174 | 47,364.1 | +1.55% | 2.510 | +0.04% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
VTV | Vanguard Value ETF | 257,559 | 44,490.6 | +1.79% | 2.360 | +0.04% | 0.030 | +10.43% | +6.13% | 132,881.1 | ||
IVV | iShares Core S&P 500 ETF | 79,168 | 44,484.4 | +3.45% | 2.360 | +0.08% | 0.010 | +19.67% | +7.80% | 634,518.9 |
Baltimore-Washington Financial Advisors, Inc.'s Historical Top Holdings Breakdowns
Baltimore-Washington Financial Advisors, Inc.'s Top Stock Picks
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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 | $156.99 | 41.19% | Sold Out | 0 | -94,698 | |
ADBE | Adobe Inc | 2025-03-31 | Sold Out Sold Out | -0.58% | 377.84 ($428.84) 464.11 | $365.79 | -14.70% | Sold Out | 0 | -25,586 | |
FTNT | Fortinet Inc | 2025-03-31 | Add Add | +0.41% | 92.49 ($101.38) 114.57 | $105.42 | 3.99% | Add 120.93% | 145,916 | 79,869 | |
CRWD | CrowdStrike Holdings Inc | 2025-03-31 | Add Add | +0.35% | 308.86 ($381.06) 455.36 | $475.96 | 24.90% | 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 | $139.34 | 4.01% | Sold Out | 0 | -49,447 | |
AVGO | Broadcom Inc | 2025-03-31 | Add Add | +0.31% | 167.43 ($211.65) 244.7 | $283.34 | 33.87% | 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 | $145.98 | 6.11% | New holding | 45,449 | 45,449 | |
LH | Labcorp Holdings Inc | 2025-03-31 | Reduce Reduce | -0.25% | 228.19 ($242.67) 256.81 | $243.72 | 0.43% | 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 | $23.63 | 0.47% | Add 15.51% | 1,065,811 | 143,145 | |
PINS | Pinterest Inc | 2025-03-31 | Reduce Reduce | -0.13% | 29.79 ($33.88) 40 | $37.11 | 9.53% | Reduce -89.31% | 9,943 | -83,071 |
Baltimore-Washington Financial Advisors, Inc. Total Holding History ($B)
Baltimore-Washington Financial Advisors, Inc.'s Asset Allocation
Baltimore-Washington Financial Advisors, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Baltimore-Washington Financial Advisors, Inc.'s Hypothetical Growth since 2025-03-31
Baltimore-Washington Financial Advisors, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Baltimore-Washington Financial Advisors, Inc.'s Holdings Heat Map
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Baltimore-Washington Financial Advisors, Inc.'s Holdings Bubble Chart
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