Baltimore-Washington Financial Advisors
Latest statistics and disclosures from Baltimore-Washington Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IGSB, Vodafone, PAA, FAX, RYN, and represent 12.85% of Baltimore-Washington Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL, Express Scripts Holding, Blackstone, National-Oilwell Var, Healthcare Tr Amer Inc cl a, OXY, VCSH, GILD, COP, Nic.
- Started 52 new stock positions in Westport Innovations, ADP, Groupon, MedAssets, YUM, Cree, HGGG, CurrencyShares Canadian Dollar Trust, Calpine Corporation, IEV.
- Reduced shares in these 10 stocks: MRO, AMGN, CPRT, CAT, KSS, NTRS, OLN, CHRW, , .
- Sold out of its positions in MO, Aqua America, Avon Products, HRB, CHRW, CAKE, Chesapeake Energy Corporation, DUK, , Ihs. IWN, HYG, NTRS, PM, Quantum Fuel Systems Technolog, Rentech Nitrogen Partners L, Retail Properties Of America, SLYG, XHB, Tortoise MLP Fund, Tortoise Pipeline & Energy, BNO, Fleetmatics, LYB.
- Baltimore-Washington Financial Advisors was a net buyer of stock by $11M.
- Baltimore-Washington Financial Advisors has $253M in assets under management (AUM), dropping by 9.52%.
- Central Index Key (CIK): 0001426221
Portfolio Holdings for Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors holds 211 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 3.5 | $8.8M | 84k | 105.28 |
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| Vodafone | 2.6 | $6.6M | 188k | 35.18 |
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| Plains All American Pipeline (PAA) | 2.3 | $5.9M | 111k | 52.66 |
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| Aberdeen Asia-Pacific Income Fund (FAX) | 2.2 | $5.6M | +4% | 932k | 6.06 |
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| Rayonier (RYN) | 2.2 | $5.5M | +9% | 100k | 55.65 |
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| Pepsi (PEP) | 2.1 | $5.3M | 67k | 79.51 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 2.1 | $5.3M | +43% | 67k | 79.60 |
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| Johnson Controls | 2.1 | $5.3M | +5% | 127k | 41.50 |
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| Rockwell Automation (ROK) | 2.1 | $5.2M | -8% | 49k | 106.95 |
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| Occidental Petroleum Corporation (OXY) | 2.0 | $5.2M | +65% | 55k | 93.55 |
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| Apple (AAPL) | 2.0 | $5.1M | +1447% | 11k | 476.76 |
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| Cal-Maine Foods (CALM) | 2.0 | $5.1M | 106k | 48.07 |
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| ConocoPhillips (COP) | 2.0 | $5.0M | +37% | 72k | 69.51 |
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| United Technologies Corporation | 2.0 | $5.0M | 47k | 107.81 |
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| Dow Chemical Company | 1.9 | $4.8M | +7% | 125k | 38.40 |
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| Microsoft Corporation (MSFT) | 1.9 | $4.8M | 143k | 33.28 |
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| Parker-Hannifin Corporation (PH) | 1.9 | $4.7M | 43k | 108.72 |
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| Vanguard Value ETF (VTV) | 1.8 | $4.6M | +3% | 67k | 69.80 |
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| State Street Corporation (STT) | 1.8 | $4.6M | +2% | 70k | 65.76 |
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| Texas Instruments Incorporated (TXN) | 1.8 | $4.5M | +2% | 111k | 40.29 |
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| 3M Company (MMM) | 1.8 | $4.4M | 37k | 119.42 |
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| Kinder Morgan Energy Partners | 1.7 | $4.4M | +4% | 55k | 79.82 |
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| Vanguard Emerging Markets ETF (VWO) | 1.7 | $4.4M | +8% | 109k | 40.14 |
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| Wells Fargo & Company (WFC) | 1.7 | $4.3M | +20% | 105k | 41.32 |
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| SYSCO Corporation (SYY) | 1.6 | $3.9M | +11% | 124k | 31.83 |
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| Vanguard Large-Cap ETF (VV) | 1.6 | $3.9M | +3% | 51k | 77.34 |
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| Bank of New York Mellon Corporation (BK) | 1.5 | $3.9M | +40% | 128k | 30.19 |
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| Washington Real Estate Investment Trust (ELME) | 1.5 | $3.9M | +13% | 153k | 25.27 |
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| Public Service Enterprise (PEG) | 1.5 | $3.8M | +8% | 116k | 32.93 |
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| Stryker Corporation (SYK) | 1.5 | $3.8M | -4% | 56k | 67.59 |
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| Cisco Systems (CSCO) | 1.5 | $3.7M | +3% | 159k | 23.43 |
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| Mylan | 1.4 | $3.6M | 95k | 38.17 |
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| Nic | 1.4 | $3.5M | +62% | 153k | 23.11 |
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| Altera Corporation | 1.4 | $3.5M | +2% | 95k | 37.16 |
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| Target Corporation (TGT) | 1.4 | $3.4M | +14% | 54k | 63.98 |
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| St. Jude Medical | 1.3 | $3.3M | 62k | 53.64 |
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| Colgate-Palmolive Company (CL) | 1.3 | $3.3M | 55k | 59.31 |
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| Marathon Petroleum Corp (MPC) | 1.3 | $3.2M | -2% | 50k | 64.32 |
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| Dominion Resources (D) | 1.2 | $3.1M | +7% | 50k | 62.48 |
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| Suburban Propane Partners (SPH) | 1.2 | $3.0M | 63k | 46.81 |
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| iShares MSCI EAFE Index Fund (EFA) | 1.1 | $2.8M | +10% | 44k | 63.79 |
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| 1.1 | $2.7M | +11% | 3.1k | 875.80 |
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| Express Scripts Holding | 1.1 | $2.7M | NEW | 44k | 61.80 |
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| Laboratory Corp. of America Holdings (LH) | 1.1 | $2.7M | +2% | 27k | 99.14 |
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| iShares Lehman Aggregate Bond (AGG) | 1.0 | $2.6M | -6% | 24k | 107.21 |
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| Blackstone | 1.0 | $2.5M | NEW | 100k | 24.89 |
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| F5 Networks (FFIV) | 1.0 | $2.4M | +8% | 28k | 85.82 |
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| Merck & Co (MRK) | 0.9 | $2.4M | +6% | 50k | 47.60 |
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| National-Oilwell Var | 0.9 | $2.2M | NEW | 29k | 78.12 |
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| iShares Dow Jones Select Dividend (DVY) | 0.9 | $2.3M | +6% | 34k | 66.34 |
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| Ares Capital Corporation (ARCC) | 0.9 | $2.2M | +11% | 129k | 17.29 |
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| Financial Engines | 0.8 | $2.1M | -30% | 36k | 59.43 |
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| Genomic Health | 0.8 | $2.1M | +3% | 68k | 30.58 |
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| Healthcare Tr Amer Inc cl a | 0.8 | $2.0M | NEW | 195k | 10.52 |
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| PowerShares QQQ Trust, Series 1 | 0.8 | $2.0M | 25k | 78.87 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $1.9M | +2% | 23k | 86.05 |
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| Atmi | 0.8 | $1.9M | +8% | 74k | 26.52 |
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| Vanguard Small-Cap Value ETF (VBR) | 0.8 | $1.9M | +60% | 21k | 90.23 |
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| iShares MSCI Brazil Index (EWZ) | 0.7 | $1.7M | +33% | 37k | 47.92 |
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| Gentex Corporation (GNTX) | 0.7 | $1.7M | 66k | 25.59 |
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| V.F. Corporation (VFC) | 0.7 | $1.7M | -3% | 8.3k | 198.99 |
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| Health Care SPDR (XLV) | 0.7 | $1.7M | +62% | 33k | 50.60 |
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| Campbell Soup Company (CPB) | 0.6 | $1.6M | -3% | 40k | 40.71 |
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| InterMune | 0.6 | $1.5M | +46% | 99k | 15.38 |
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| Gilead Sciences (GILD) | 0.6 | $1.4M | NEW | 22k | 62.85 |
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| Vanguard Mid-Cap ETF (VO) | 0.5 | $1.3M | +105% | 13k | 102.52 |
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| Oxford Industries (OXM) | 0.5 | $1.1M | +5% | 17k | 67.99 |
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| CurrencyShares Australian Dollar Trust | 0.4 | $1.1M | +28% | 12k | 93.43 |
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| Olin Corporation (OLN) | 0.4 | $966k | -67% | 42k | 23.06 |
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| iShares Russell Midcap Index Fund (IWR) | 0.3 | $857k | +3% | 6.2k | 139.03 |
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| iShares MSCI Singapore Index Fund | 0.3 | $854k | +13% | 64k | 13.35 |
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| Anika Therapeutics (ANIK) | 0.3 | $845k | +117% | 35k | 23.89 |
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| Yahoo! | 0.3 | $711k | +10620% | 21k | 33.16 |
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| iShares S&P Europe 350 Index (IEV) | 0.3 | $713k | NEW | 16k | 44.12 |
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| Rydex S&P Equal Weight ETF | 0.2 | $636k | +62% | 9.8k | 65.16 |
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| iShares Cohen & Steers Realty Maj. (ICF) | 0.2 | $543k | +52% | 7.1k | 76.92 |
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| MedAssets | 0.2 | $496k | NEW | 20k | 25.40 |
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| Qualcomm (QCOM) | 0.2 | $490k | NEW | 7.3k | 67.26 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $462k | -2% | 2.0k | 226.36 |
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| Potash Corp. Of Saskatchewan I | 0.2 | $421k | -4% | 13k | 31.31 |
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| Vanguard Short-Term Bond ETF (BSV) | 0.2 | $417k | -27% | 5.2k | 80.28 |
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| iShares Russell 2000 Growth Index (IWO) | 0.2 | $434k | +18% | 3.5k | 125.80 |
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| iShares Barclays TIPS Bond Fund (TIP) | 0.2 | $428k | 3.8k | 112.45 |
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| International Business Machines (IBM) | 0.1 | $317k | -8% | 1.7k | 185.38 |
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| Procter & Gamble Company (PG) | 0.1 | $227k | +49% | 3.0k | 75.49 |
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| SPDR S&P Dividend (SDY) | 0.1 | $240k | +41% | 3.5k | 68.87 |
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| iShares Russell Midcap Value Index (IWS) | 0.1 | $203k | -6% | 3.3k | 60.80 |
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| iShares S&P India Nifty 50 Index Fund (INDY) | 0.1 | $213k | +5% | 10k | 21.02 |
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| Market Vectors Short Municipal Index ETF | 0.1 | $190k | +22% | 11k | 17.55 |
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| Johnson & Johnson (JNJ) | 0.1 | $153k | +341% | 1.8k | 86.69 |
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| Allied Nevada Gold | 0.1 | $149k | -54% | 36k | 4.17 |
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| Nuveen Maryland Premium Income Municipal | 0.1 | $141k | 12k | 12.17 |
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| Bank of America Corporation (BAC) | 0.1 | $131k | -5% | 9.5k | 13.75 |
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| Berkshire Hathaway (BRK.B) | 0.1 | $136k | -11% | 1.2k | 113.33 |
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| M&T Bank Corporation (MTB) | 0.0 | $92k | +22% | 819.00 | 112.33 |
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| Kohl's Corporation (KSS) | 0.0 | $92k | -96% | 1.8k | 51.54 |
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| Union Pacific Corporation (UNP) | 0.0 | $97k | +136% | 624.00 | 155.45 |
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| SPDR Gold Trust (GLD) | 0.0 | $90k | +75% | 700.00 | 128.57 |
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| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $90k | 792.00 | 113.64 |
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| Facebook Inc cl a (META) | 0.0 | $100k | +53% | 2.0k | 50.00 |
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| Chevron Corporation (CVX) | 0.0 | $78k | +16% | 640.00 | 121.88 |
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| Copart (CPRT) | 0.0 | $72k | -97% | 2.3k | 32.00 |
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| Cummins (CMI) | 0.0 | $66k | NEW | 500.00 | 132.00 |
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| Boeing Company (BA) | 0.0 | $79k | +789% | 676.00 | 116.86 |
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| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $79k | NEW | 2.4k | 32.92 |
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| Marathon Oil Corporation (MRO) | 0.0 | $70k | -98% | 2.0k | 35.00 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $78k | +58% | 785.00 | 99.36 |
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| PowerShares FTSE RAFI US 1000 | 0.0 | $83k | 1.1k | 75.45 |
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| iShares MSCI Canada Index (EWC) | 0.0 | $67k | +571% | 2.4k | 28.51 |
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| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $84k | NEW | 1.0k | 84.00 |
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| PNC Financial Services (PNC) | 0.0 | $47k | 650.00 | 72.31 |
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| Coca-Cola Company (KO) | 0.0 | $49k | 1.3k | 37.69 |
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| Pfizer (PFE) | 0.0 | $60k | 2.1k | 28.57 |
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| Walt Disney Company (DIS) | 0.0 | $41k | 639.00 | 64.16 |
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| General Electric Company | 0.0 | $41k | +88% | 1.7k | 24.12 |
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| Paychex (PAYX) | 0.0 | $45k | NEW | 1.1k | 40.91 |
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| Intel Corporation (INTC) | 0.0 | $55k | NEW | 2.4k | 22.96 |
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| E.I. du Pont de Nemours & Company | 0.0 | $59k | +4900% | 1.0k | 59.00 |
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| Novartis (NVS) | 0.0 | $48k | NEW | 625.00 | 76.80 |
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| Ford Motor Company (F) | 0.0 | $42k | +233% | 2.5k | 16.80 |
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| Novo Nordisk A/S (NVO) | 0.0 | $41k | NEW | 240.00 | 170.83 |
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| CoStar (CSGP) | 0.0 | $50k | 300.00 | 166.67 |
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| Whiting Petroleum Corporation | 0.0 | $54k | NEW | 900.00 | 60.00 |
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| Baidu (BIDU) | 0.0 | $39k | NEW | 250.00 | 156.00 |
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| Old National Ban (ONB) | 0.0 | $48k | 3.4k | 14.12 |
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| Capstead Mortgage Corporation | 0.0 | $40k | 3.4k | 11.76 |
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| Vanguard Total Stock Market ETF (VTI) | 0.0 | $51k | -5% | 577.00 | 88.39 |
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| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $46k | NEW | 3.9k | 11.79 |
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| Pimco Municipal Income Fund (PMF) | 0.0 | $38k | 3.1k | 12.43 |
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| CurrencyShares Canadian Dollar Trust | 0.0 | $48k | NEW | 500.00 | 96.00 |
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| iShares S&P Global Technology Sect. (IXN) | 0.0 | $49k | 650.00 | 75.38 |
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| Western Asset Intm Muni Fd I (SBI) | 0.0 | $38k | 4.1k | 9.17 |
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| Citigroup (C) | 0.0 | $59k | -31% | 1.2k | 48.20 |
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| Ishares Inc em mkt min vol (EEMV) | 0.0 | $47k | NEW | 800.00 | 58.75 |
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| Market Vectors Etf Tr busi devco etf | 0.0 | $41k | 2.0k | 20.50 |
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| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $21k | +107% | 524.00 | 40.08 |
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| American Express Company (AXP) | 0.0 | $19k | 255.00 | 74.51 |
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| Caterpillar (CAT) | 0.0 | $29k | -98% | 350.00 | 82.86 |
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| McDonald's Corporation (MCD) | 0.0 | $19k | 200.00 | 95.00 |
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| Home Depot (HD) | 0.0 | $22k | -2% | 296.00 | 74.32 |
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| Seattle Genetics | 0.0 | $20k | NEW | 458.00 | 43.67 |
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| Spdr S&p 500 Etf (SPY) | 0.0 | $13k | 75.00 | 173.33 |
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| Digital Realty Trust (DLR) | 0.0 | $16k | NEW | 300.00 | 53.33 |
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| Automatic Data Processing (ADP) | 0.0 | $15k | NEW | 213.00 | 70.42 |
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| Medtronic | 0.0 | $17k | 310.00 | 54.84 |
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| Rockwell Collins | 0.0 | $27k | +32% | 404.00 | 66.83 |
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| Yum! Brands (YUM) | 0.0 | $17k | NEW | 242.00 | 70.25 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $15k | 114.00 | 131.58 |
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| Nextera Energy (NEE) | 0.0 | $18k | NEW | 225.00 | 80.00 |
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| iShares Russell 1000 Value Index (IWD) | 0.0 | $23k | 266.00 | 86.47 |
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| Southern Company (SO) | 0.0 | $21k | 500.00 | 42.00 |
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| Starbucks Corporation (SBUX) | 0.0 | $15k | 200.00 | 75.00 |
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| Markel Corporation (MKL) | 0.0 | $31k | NEW | 60.00 | 516.67 |
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| Amazon (AMZN) | 0.0 | $31k | NEW | 100.00 | 310.00 |
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| Cedar Fair (FUN) | 0.0 | $33k | -25% | 750.00 | 44.00 |
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| Under Armour (UAA) | 0.0 | $20k | NEW | 250.00 | 80.00 |
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| iShares Russell 2000 Index (IWM) | 0.0 | $18k | 170.00 | 105.88 |
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| BHP Billiton (BHP) | 0.0 | $30k | 450.00 | 66.67 |
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| IPG Photonics Corporation (IPGP) | 0.0 | $32k | NEW | 570.00 | 56.14 |
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| Sirius XM Radio | 0.0 | $15k | +276% | 3.8k | 3.99 |
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| Tata Motors | 0.0 | $16k | NEW | 600.00 | 26.67 |
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| Panera Bread Company | 0.0 | $16k | 100.00 | 160.00 |
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| ImmunoGen | 0.0 | $25k | NEW | 1.5k | 17.24 |
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| Westport Innovations | 0.0 | $18k | NEW | 741.00 | 24.29 |
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| Spectrum Pharmaceuticals | 0.0 | $14k | NEW | 1.7k | 8.09 |
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| MAKO Surgical | 0.0 | $24k | NEW | 800.00 | 30.00 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $19k | NEW | 500.00 | 38.00 |
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| McCormick & Company, Incorporated (MKC.V) | 0.0 | $23k | 350.00 | 65.71 |
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| Eaton Vance Municipal Bond Fund (EIM) | 0.0 | $34k | 3.0k | 11.42 |
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| John Hancock Investors Trust (JHI) | 0.0 | $19k | 1.0k | 19.00 |
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| Blackrock Md Municipal Bond | 0.0 | $36k | 2.8k | 13.07 |
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| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $21k | 467.00 | 44.97 |
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| American Tower Reit (AMT) | 0.0 | $20k | NEW | 265.00 | 75.47 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $3.0k | -88% | 58.00 | 51.72 |
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| Monsanto Company | 0.0 | $7.0k | NEW | 68.00 | 102.94 |
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| At&t (T) | 0.0 | $5.0k | 150.00 | 33.33 |
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| Akamai Technologies (AKAM) | 0.0 | $5.0k | NEW | 100.00 | 50.00 |
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| Darden Restaurants (DRI) | 0.0 | $6.0k | NEW | 125.00 | 48.00 |
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| Amgen (AMGN) | 0.0 | $12k | -99% | 110.00 | 109.09 |
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| Royal Dutch Shell | 0.0 | $999.960000 | 12.00 | 83.33 |
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| iShares S&P 500 Index (IVV) | 0.0 | $10k | 59.00 | 169.49 |
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| Live Nation Entertainment (LYV) | 0.0 | $6.0k | 300.00 | 20.00 |
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| Calpine Corporation | 0.0 | $10k | NEW | 490.00 | 20.41 |
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| Aes Tr Iii pfd cv 6.75% | 0.0 | $10k | 200.00 | 50.00 |
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| Chico's FAS | 0.0 | $8.0k | NEW | 500.00 | 16.00 |
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| hhgregg (HGGG) | 0.0 | $7.0k | NEW | 400.00 | 17.50 |
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| Cree | 0.0 | $9.0k | NEW | 150.00 | 60.00 |
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| Corrections Corporation of America | 0.0 | $0 | 1.00 | 0.00 |
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| McCormick & Company, Incorporated (MKC) | 0.0 | $2.0k | 33.00 | 60.61 |
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| Zix Corporation | 0.0 | $7.0k | NEW | 1.5k | 4.67 |
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| Accuray Incorporated (ARAY) | 0.0 | $999.440000 | 124.00 | 8.06 |
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| Market Vectors Gold Miners ETF | 0.0 | $8.0k | NEW | 300.00 | 26.67 |
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| Martha Stewart Living Omnimedia | 0.0 | $0 | 30.00 | 0.00 |
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| National Retail Properties (NNN) | 0.0 | $12k | NEW | 375.00 | 32.00 |
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| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $8.0k | 50.00 | 160.00 |
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| Eagle Ban (EGBN) | 0.0 | $11k | 385.00 | 28.57 |
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| Zalicus | 0.0 | $3.0k | NEW | 2.2k | 1.36 |
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| iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $11k | 110.00 | 100.00 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $9.0k | 300.00 | 30.00 |
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| Penn West Energy Trust | 0.0 | $6.0k | NEW | 500.00 | 12.00 |
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| Claymore/SWM Canadian Energy Income ETF | 0.0 | $6.0k | 400.00 | 15.00 |
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| Aberdeen Chile Fund (AEF) | 0.0 | $3.0k | 225.00 | 13.33 |
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| Prologis (PLD) | 0.0 | $12k | 325.00 | 36.92 |
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| Dunkin' Brands Group | 0.0 | $5.0k | 100.00 | 50.00 |
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| Level 3 Communications | 0.0 | $0 | 2.00 | 0.00 |
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| Groupon | 0.0 | $11k | NEW | 1.0k | 11.00 |
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| Novogen | 0.0 | $0 | NEW | 110.00 | 0.00 |
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| Microvision Inc Del (MVIS) | 0.0 | $3.0k | +1268% | 1.7k | 1.75 |
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| Immunocellular Thera | 0.0 | $5.0k | NEW | 2.0k | 2.50 |
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| Beazer Homes Usa (BZH) | 0.0 | $10k | 550.00 | 18.18 |
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| Quantum Fuel Sys Technologies | 0.0 | $0 | NEW | 10.00 | 0.00 |
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Past Filings by Baltimore-Washington Financial Advisors
SEC 13F filings are viewable for Baltimore-Washington Financial Advisors going back to 2011
- Baltimore-Washington Financial Advisors 2013 Q3 filed Oct. 9, 2013
- Baltimore-Washington Financial Advisors 2013 Q2 filed Aug. 12, 2013
- Baltimore-Washington Financial Advisors 2013 Q1 filed May 15, 2013
- Baltimore-Washington Financial Advisors 2012 Q4 filed Feb. 5, 2013
- Baltimore-Washington Financial Advisors 2012 Q3 filed Oct. 31, 2012
- Baltimore-Washington Financial Advisors 2012 Q2 filed July 16, 2012
- Baltimore-Washington Financial Advisors 2012 Q1 filed May 7, 2012
- Baltimore-Washington Financial Advisors 2011 Q4 filed Jan. 30, 2012
- Baltimore-Washington Financial Advisors 2011 Q3 filed Oct. 18, 2011
- Baltimore-Washington Financial Advisors 2011 Q2 filed Aug. 3, 2011
- Baltimore-Washington Financial Advisors 2011 Q1 filed April 26, 2011