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
+8.11%
+3.25%
38,385.5
 
QQQ 		INVESCO QQQ Trust
192,209
90,130.8
+1.10%
4.780
+0.05%
0.030
+12.76%
+4.26%
343,002.1
 
RSP 		Invesco S&P 500 Equal Weight ETF
338,525
58,642.6
+0.30%
3.110
+0.01%
0.080
+3.58%
+2.97%
71,939.3
 
VIG 		Vanguard Dividend Appreciation FTF
292,777
56,795.9
+1.00%
3.010
+0.03%
0.070
+3.13%
+3.27%
86,643.3
 
NVDA 		NVIDIA Corp
502,963
54,511.2
-0.85%
2.890
-0.03%
0.000
+33.43%
+6.30%
3,480,958.0
Semiconductors
AAPL 		Apple Inc
217,893
48,400.6
+1.04%
2.570
+0.03%
0.000
-11.32%
-19.35%
3,009,195.5
Hardware
LGLV 		SPDR SSGA US Large Cap Low Volatility Index ETF
275,611
47,967.3
-0.03%
2.540
0%
4.510
+1.15%
+6.04%
1,083.0
 
MSFT 		Microsoft Corp
126,174
47,364.1
+1.55%
2.510
+0.04%
0.000
+23.65%
+11.75%
3,487,498.2
Software
VTV 		Vanguard Value ETF
257,559
44,490.6
+1.79%
2.360
+0.04%
0.030
+1.65%
+3.45%
130,456.9
 
IVV 		iShares Core S&P 500 ETF
79,168
44,484.4
+3.45%
2.360
+0.08%
0.010
+7.64%
+3.02%
593,827.5
 

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 Inc2025-03-31Sold Out
-0.59%
●
96.63 ($111.19) 129.55
$123.12
10.73%
Sold Out
0
-94,698
ADBE 		Adobe Inc2025-03-31Sold Out
-0.58%
●
377.84 ($428.84) 464.11
$416.95
-2.77%
Sold Out
0
-25,586
FTNT 		Fortinet Inc2025-03-31Add
+0.41%
●
92.49 ($101.38) 114.57
$101.50
0.11%
Add 120.93%
145,916
79,869
CRWD 		CrowdStrike Holdings Inc2025-03-31Add
+0.35%
●
308.86 ($381.06) 455.36
$465.46
22.15%
Add 415.11%
23,113
18,626
ABNB 		Airbnb Inc2025-03-31Sold Out
-0.33%
●
119.38 ($133.97) 161.42
$139.27
3.96%
Sold Out
0
-49,447
AVGO 		Broadcom Inc2025-03-31Add
+0.31%
●
167.43 ($211.65) 244.7
$244.26
15.41%
Add 1734.95%
37,488
35,445
KKR 		KKR & Co Inc2025-03-31New Buy
+0.28%
●
108.17 ($137.58) 167.07
$122.70
-10.82%
New holding
45,449
45,449
LH 		Labcorp Holdings Inc2025-03-31Reduce
-0.25%
●
228.19 ($242.67) 256.81
$259.06
6.75%
Reduce -95.78%
914
-20,742
IBHH 		iShares iBonds 2028 Term High Yield and Income ETF2025-03-31Add
+0.18%
●
23.33 ($23.52) 23.71
$23.48
-0.17%
Add 15.51%
1,065,811
143,145
PINS 		Pinterest Inc2025-03-31Reduce
-0.13%
●
29.79 ($33.88) 40
$34.80
2.70%
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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