Baltimore-Washington Financial Advisors
Latest statistics and disclosures from Baltimore-Washington Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VV, QQQ, RSPT, NVDA, IVV, and represent 21.38% of Baltimore-Washington Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPMO (+$43M), SPHQ (+$43M), KBWB (+$29M), BKNG (+$25M), VUG (+$23M), SCHD (+$17M), VO (+$6.8M), VTV (+$5.3M), QQQ, IVV.
- Started 26 new stock positions in VONE, VOOG, IUSV, TSM, VHT, SPHQ, PANW, IWV, XLK, X-energy Cl A Ord.
- Reduced shares in these 10 stocks: LGLV (-$40M), IYG (-$28M), , SYK (-$16M), HD (-$5.3M), XLC, BRK.B, NDAQ, ONON, ICE.
- Sold out of its positions in BP, Honeywell International, USMV, PLTR, SDY, SCHF.
- Baltimore-Washington Financial Advisors was a net buyer of stock by $128M.
- Baltimore-Washington Financial Advisors has $2.7B in assets under management (AUM), dropping by 15.41%.
- Central Index Key (CIK): 0001555486
Tip: Access up to 7 years of quarterly data
Positions held by Baltimore-Washington Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors holds 206 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Large Cap Etf (VV) | 5.0 | $133M | 387k | 343.91 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.0 | $133M | +2% | 181k | 736.40 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 4.2 | $112M | +2% | 1.7M | 64.50 |
|
| NVIDIA Corporation (NVDA) | 4.1 | $111M | 552k | 200.09 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.1 | $83M | +4% | 110k | 748.89 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.0 | $80M | +3% | 377k | 212.77 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 3.0 | $80M | +3% | 337k | 236.62 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $73M | 208k | 353.33 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 2.6 | $71M | +2% | 553k | 127.81 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.6 | $71M | +8% | 324k | 217.93 |
|
| Spdr Series Trust ST STR PR SP1500 (SPTM) | 2.6 | $70M | +2% | 766k | 90.79 |
|
| Apple (AAPL) | 2.6 | $69M | 237k | 289.36 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 2.5 | $67M | 425k | 158.03 |
|
|
| Amazon (AMZN) | 2.2 | $60M | 251k | 238.34 |
|
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 2.0 | $54M | 454k | 118.99 |
|
|
| Microsoft Corporation (MSFT) | 2.0 | $53M | 141k | 373.02 |
|
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 1.8 | $49M | -6% | 458k | 107.13 |
|
| Arista Networks Com Shs (ANET) | 1.8 | $47M | 277k | 169.88 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $47M | 143k | 327.33 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.7 | $45M | +3% | 59k | 763.14 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 1.6 | $43M | NEW | 268k | 161.54 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 1.6 | $43M | NEW | 475k | 90.10 |
|
| Costco Wholesale Corporation (COST) | 1.6 | $43M | 46k | 935.47 |
|
|
| Visa Com Cl A (V) | 1.4 | $37M | 107k | 343.10 |
|
|
| Marriott Intl Cl A (MAR) | 1.3 | $35M | 96k | 370.59 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $35M | -6% | 70k | 500.39 |
|
| Meta Platforms Cl A (META) | 1.3 | $35M | 62k | 563.30 |
|
|
| Uber Technologies (UBER) | 1.2 | $31M | 435k | 72.16 |
|
|
| Ishares Tr Ibonds 28 Tr Hi (IBHH) | 1.1 | $31M | +4% | 1.3M | 23.50 |
|
| Spdr Series Trust Spdr S&p 500 Esg (EFIV) | 1.1 | $29M | 404k | 72.93 |
|
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 1.1 | $29M | NEW | 316k | 92.98 |
|
| TJX Companies (TJX) | 1.1 | $29M | 192k | 151.50 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $29M | 42k | 686.81 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $29M | 39k | 746.77 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 1.0 | $28M | +516% | 320k | 86.14 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.0 | $28M | +3% | 1.1M | 25.25 |
|
| Booking Holdings (BKNG) | 1.0 | $27M | +2322% | 149k | 178.24 |
|
| Royal Caribbean Cruises (RCL) | 1.0 | $26M | 83k | 317.54 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.0 | $26M | +6% | 13k | 1989.44 |
|
| Spdr Series Trust St Str 1500mom (MMTM) | 0.9 | $25M | +3% | 80k | 312.95 |
|
| Broadcom (AVGO) | 0.8 | $21M | +2% | 57k | 377.75 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $19M | +2% | 53k | 357.37 |
|
| Blackrock (BLK) | 0.7 | $19M | 20k | 961.57 |
|
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.7 | $18M | +4% | 830k | 22.14 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $18M | +4% | 218k | 83.75 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $17M | +6853% | 550k | 31.71 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.6 | $17M | +6% | 195k | 87.93 |
|
| Intercontinental Exchange (ICE) | 0.6 | $17M | -5% | 139k | 123.11 |
|
| Ishares Tr Ibonds 29 Tr Hi (IBHI) | 0.6 | $17M | +8% | 710k | 23.39 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $17M | +3% | 68k | 242.99 |
|
| Spdr Series Trust St Str Glb Dow (DGT) | 0.6 | $16M | +3% | 88k | 184.79 |
|
| Sofi Technologies (SOFI) | 0.6 | $16M | +2% | 898k | 17.93 |
|
| Spdr Series Trust St Str R1k Lowv (LGLV) | 0.6 | $15M | -72% | 82k | 181.46 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.5 | $14M | 123k | 114.18 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.5 | $14M | +5% | 155k | 89.01 |
|
| Nasdaq Omx (NDAQ) | 0.5 | $14M | -12% | 171k | 78.82 |
|
| Southern Company (SO) | 0.5 | $13M | +6% | 140k | 95.71 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.5 | $13M | +9% | 552k | 23.16 |
|
| Ares Capital Corporation (ARCC) | 0.5 | $12M | 665k | 18.53 |
|
|
| Wal-Mart Stores (WMT) | 0.5 | $12M | +6% | 108k | 113.26 |
|
| Ishares Tr Ibonds Dec2026 (Principal) (IBDR) | 0.4 | $12M | 480k | 24.23 |
|
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.4 | $11M | 489k | 22.89 |
|
|
| On Hldg Namen Akt A (ONON) | 0.4 | $11M | -10% | 309k | 35.42 |
|
| Ishares Tr Ibon 2026 Te Etf (IBHF) | 0.4 | $11M | 471k | 22.65 |
|
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.4 | $11M | -72% | 116k | 90.47 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.4 | $10M | -4% | 117k | 87.88 |
|
| Stryker Corporation (SYK) | 0.4 | $9.4M | -63% | 30k | 314.84 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $9.1M | +294% | 113k | 80.57 |
|
| Capital One Financial (COF) | 0.3 | $8.1M | +2% | 41k | 200.62 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $7.8M | 71k | 110.32 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.3 | $7.1M | 40k | 178.60 |
|
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.2 | $6.7M | -4% | 42k | 158.66 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $5.8M | +21% | 19k | 306.30 |
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.2 | $5.5M | +13% | 254k | 21.65 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $4.1M | +31% | 11k | 365.70 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $3.5M | +14% | 2.9k | 1199.43 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.6M | +37% | 6.9k | 370.07 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $2.4M | -9% | 3.4k | 703.50 |
|
| X-energy Com Cl A | 0.1 | $2.3M | NEW | 125k | 18.36 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $2.1M | +17% | 15k | 136.72 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) | 0.1 | $1.9M | 21k | 92.41 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $1.9M | 16k | 117.06 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.7M | 5.5k | 300.49 |
|
|
| Rocket Lab Corp (RKLB) | 0.1 | $1.6M | 16k | 101.65 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.6M | +293% | 13k | 124.18 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $1.5M | 25k | 60.79 |
|
|
| Nextera Energy (NEE) | 0.1 | $1.4M | 17k | 87.77 |
|
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.1 | $1.4M | 27k | 50.39 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.3M | +18% | 9.0k | 148.31 |
|
| Tesla Motors (TSLA) | 0.0 | $1.3M | +2% | 3.0k | 420.60 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $1.2M | 6.5k | 190.19 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $1.2M | +787% | 10k | 119.52 |
|
| Coherent Corp (COHR) | 0.0 | $1.2M | 3.0k | 394.47 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $1.1M | +31% | 4.5k | 254.00 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $1.1M | 6.8k | 164.61 |
|
|
| PNC Financial Services (PNC) | 0.0 | $1.1M | 4.4k | 246.23 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $1.0M | NEW | 5.5k | 188.09 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $979k | 12k | 81.55 |
|
|
| Walt Disney Company (DIS) | 0.0 | $971k | -9% | 10k | 96.26 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.0 | $952k | +2% | 17k | 57.67 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $870k | -7% | 7.4k | 117.67 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $867k | -10% | 8.1k | 107.50 |
|
| Tri-Continental Corporation (TY) | 0.0 | $840k | 24k | 34.42 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $831k | 15k | 56.98 |
|
|
| Caterpillar (CAT) | 0.0 | $829k | +10% | 778.00 | 1065.38 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $817k | +2% | 3.4k | 242.45 |
|
| Dominion Resources (D) | 0.0 | $801k | 12k | 68.29 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $783k | 6.3k | 124.76 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $775k | NEW | 7.0k | 110.15 |
|
| Ge Vernova (GEV) | 0.0 | $726k | -10% | 618.00 | 1174.86 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $724k | NEW | 8.5k | 85.50 |
|
| Netflix (NFLX) | 0.0 | $722k | 10k | 71.40 |
|
|
| Constellation Energy (CEG) | 0.0 | $706k | +8% | 2.8k | 248.39 |
|
| Reddit Cl A (RDDT) | 0.0 | $701k | 4.0k | 173.58 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $697k | +51% | 1.4k | 509.81 |
|
| Source Capital Com Shs Of Ben I (SOR) | 0.0 | $647k | -5% | 14k | 45.97 |
|
| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.0 | $641k | -3% | 5.4k | 119.13 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $577k | -2% | 2.0k | 290.62 |
|
| Intel Corporation (INTC) | 0.0 | $577k | -10% | 4.1k | 139.66 |
|
| Amgen (AMGN) | 0.0 | $562k | -5% | 1.6k | 362.12 |
|
| Union Pacific Corporation (UNP) | 0.0 | $561k | -32% | 2.1k | 272.00 |
|
| Ge Aerospace Com New (GE) | 0.0 | $559k | +2% | 1.5k | 373.74 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $559k | +37% | 7.2k | 77.12 |
|
| Clear Secure Com Cl A (YOU) | 0.0 | $557k | 10k | 55.73 |
|
|
| PPL Corporation (PPL) | 0.0 | $543k | 15k | 36.35 |
|
|
| Rockwell Automation (ROK) | 0.0 | $526k | 1.1k | 495.08 |
|
|
| Cisco Systems (CSCO) | 0.0 | $524k | +3% | 4.5k | 117.48 |
|
| Merck & Co (MRK) | 0.0 | $520k | -5% | 4.0k | 128.50 |
|
| International Business Machines (IBM) | 0.0 | $505k | +19% | 1.8k | 281.21 |
|
| Waste Management (WM) | 0.0 | $500k | 2.2k | 222.88 |
|
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.0 | $495k | -4% | 9.6k | 51.78 |
|
| Applied Materials (AMAT) | 0.0 | $487k | +2% | 674.00 | 723.00 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $479k | 17k | 28.96 |
|
|
| Axon Enterprise (AXON) | 0.0 | $475k | NEW | 848.00 | 560.61 |
|
| First Tr Exchange-traded SHS (QTEC) | 0.0 | $475k | 1.4k | 334.69 |
|
|
| Intuitive Machines Class A Com (LUNR) | 0.0 | $472k | 22k | 21.39 |
|
|
| Chevron Corporation (CVX) | 0.0 | $470k | -8% | 2.8k | 165.81 |
|
| Abbvie (ABBV) | 0.0 | $463k | 1.8k | 251.72 |
|
|
| Boeing Company (BA) | 0.0 | $446k | -2% | 2.1k | 216.47 |
|
| Pepsi (PEP) | 0.0 | $443k | 3.3k | 135.43 |
|
|
| Templeton Emerging Markets (EMF) | 0.0 | $443k | 19k | 23.22 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $443k | 2.0k | 226.97 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $433k | -7% | 15k | 29.43 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $415k | 12k | 34.00 |
|
|
| Coca-Cola Company (KO) | 0.0 | $414k | 5.1k | 81.29 |
|
|
| Deere & Company (DE) | 0.0 | $403k | +15% | 636.00 | 634.33 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $388k | 7.3k | 53.12 |
|
|
| Dutch Bros Cl A (BROS) | 0.0 | $388k | 5.4k | 71.81 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $388k | +40% | 5.4k | 71.25 |
|
| Spdr Series Trust St Str P400mid (SPMD) | 0.0 | $381k | -6% | 5.6k | 67.56 |
|
| Verizon Communications (VZ) | 0.0 | $376k | -25% | 8.9k | 42.34 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $368k | -23% | 4.7k | 79.03 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $356k | 3.8k | 93.68 |
|
|
| Spdr Series Trust St Shor Corp Etf (SPSB) | 0.0 | $353k | 12k | 30.01 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $351k | NEW | 734.00 | 477.57 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $347k | 1.2k | 298.14 |
|
|
| 3M Company (MMM) | 0.0 | $347k | -6% | 2.1k | 162.04 |
|
| CSX Corporation (CSX) | 0.0 | $340k | 7.1k | 47.53 |
|
|
| DTE Energy Company (DTE) | 0.0 | $335k | 2.2k | 152.37 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $335k | -19% | 2.3k | 146.64 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $332k | -9% | 2.0k | 164.27 |
|
| Intuit (INTU) | 0.0 | $331k | 1.3k | 261.00 |
|
|
| At&t (T) | 0.0 | $324k | +2% | 16k | 20.70 |
|
| Home Depot (HD) | 0.0 | $323k | -94% | 915.00 | 352.71 |
|
| Servicenow (NOW) | 0.0 | $323k | +9% | 3.3k | 99.28 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $312k | 1.6k | 189.73 |
|
|
| Exelon Corporation (EXC) | 0.0 | $308k | +9% | 6.6k | 46.63 |
|
| First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) | 0.0 | $302k | -2% | 12k | 24.98 |
|
| General Mills (GIS) | 0.0 | $299k | 8.6k | 34.80 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $297k | 1.3k | 224.10 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $293k | 5.2k | 55.93 |
|
|
| Citigroup Com New (C) | 0.0 | $291k | +14% | 2.1k | 139.96 |
|
| Air Products & Chemicals (APD) | 0.0 | $288k | 981.00 | 293.18 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $287k | NEW | 960.00 | 299.01 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $281k | 1.1k | 255.67 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $279k | 533.00 | 522.86 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $273k | -5% | 1.0k | 268.86 |
|
| American Express Company (AXP) | 0.0 | $264k | -27% | 781.00 | 338.25 |
|
| Oracle Corporation (ORCL) | 0.0 | $260k | +23% | 1.8k | 146.55 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $253k | 551.00 | 459.13 |
|
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $252k | 1.4k | 185.24 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $251k | NEW | 737.00 | 341.02 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $251k | NEW | 2.3k | 107.66 |
|
| McDonald's Corporation (MCD) | 0.0 | $250k | +19% | 924.00 | 270.52 |
|
| Micron Technology (MU) | 0.0 | $249k | NEW | 216.00 | 1154.29 |
|
| Templeton Dragon Fund (TDF) | 0.0 | $249k | 23k | 10.89 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $249k | 888.00 | 280.00 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $248k | NEW | 582.00 | 426.75 |
|
| Honeywell International (HON) | 0.0 | $243k | NEW | 1.1k | 223.90 |
|
| Honeywell Aerospace (HONA) | 0.0 | $240k | NEW | 1.1k | 221.08 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $240k | 974.00 | 246.41 |
|
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $235k | NEW | 1.2k | 190.57 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $235k | -7% | 4.7k | 49.82 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $234k | 884.00 | 264.72 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $229k | 3.8k | 60.67 |
|
|
| UnitedHealth (UNH) | 0.0 | $229k | NEW | 549.00 | 416.39 |
|
| Qualcomm (QCOM) | 0.0 | $224k | NEW | 1.2k | 184.90 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $223k | NEW | 1.6k | 143.23 |
|
| Goldman Sachs (GS) | 0.0 | $221k | NEW | 218.00 | 1011.37 |
|
| Advanced Micro Devices (AMD) | 0.0 | $220k | NEW | 379.00 | 581.04 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $220k | NEW | 2.7k | 82.86 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $217k | NEW | 2.6k | 82.62 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $205k | NEW | 605.00 | 338.72 |
|
| Ishares Tr Ibonds 27 Etf (Principal) (IBDS) | 0.0 | $203k | NEW | 8.4k | 24.22 |
|
| Pfizer (PFE) | 0.0 | $202k | -8% | 8.4k | 24.08 |
|
| United States Antimony (UAMY) | 0.0 | $131k | 18k | 7.26 |
|
Past Filings by Baltimore-Washington Financial Advisors
SEC 13F filings are viewable for Baltimore-Washington Financial Advisors going back to 2013
- Baltimore-Washington Financial Advisors 2026 Q2 filed Aug. 13, 2026
- Baltimore-Washington Financial Advisors 2026 Q1 filed May 15, 2026
- Baltimore-Washington Financial Advisors 2025 Q4 filed Feb. 13, 2026
- Baltimore-Washington Financial Advisors 2025 Q3 filed Nov. 12, 2025
- Baltimore-Washington Financial Advisors 2025 Q2 filed Aug. 13, 2025
- Baltimore-Washington Financial Advisors 2025 Q1 filed May 14, 2025
- Baltimore-Washington Financial Advisors 2024 Q4 filed Jan. 24, 2025
- Baltimore-Washington Financial Advisors 2024 Q3 filed Nov. 12, 2024
- Baltimore-Washington Financial Advisors 2024 Q2 filed July 30, 2024
- Baltimore-Washington Financial Advisors 2024 Q1 filed May 8, 2024
- Baltimore-Washington Financial Advisors 2023 Q4 filed Feb. 12, 2024
- Baltimore-Washington Financial Advisors 2023 Q3 filed Nov. 8, 2023
- Baltimore-Washington Financial Advisors 2023 Q2 filed Aug. 9, 2023
- Baltimore-Washington Financial Advisors 2023 Q1 filed May 10, 2023
- Baltimore-Washington Financial Advisors 2022 Q4 filed Feb. 9, 2023
- Baltimore-Washington Financial Advisors 2022 Q3 filed Oct. 31, 2022