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, NVDA, RSPT, VIG, and represent 19.83% of Baltimore-Washington Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: VYM (+$15M), SDY (+$14M), WMT (+$12M), XLC (+$12M), COF (+$7.2M), VOT, IBHI, VTV, CRWD, VONG.
- Started 18 new stock positions in SCHF, C, XLI, AFRM, AMAT, BAH, INTC, USMV, UPS, MPC. INTU, DAL, VXF, COF, VOT, SCHD, NOW, VBK.
- Reduced shares in these 10 stocks: BX (-$25M), AJG (-$14M), TXN (-$9.6M), , KKR (-$7.5M), SAP (-$6.5M), RACE (-$5.9M), BRK.B, DKNG, T.
- Sold out of its positions in DYNF, CPRT, DOW, DKNG, FTNT, AJG, OEF, IVW, IVE, QUAL. IEMG, IUSB, KKR, MPT, PINS, SAP, UNH, VHT, VNQ, RACE.
- Baltimore-Washington Financial Advisors was a net buyer of stock by $49M.
- Baltimore-Washington Financial Advisors has $2.3B in assets under management (AUM), dropping by -3.59%.
- 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 186 positions in its portfolio as reported in the March 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 | $115M | 385k | 298.85 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.4 | $102M | 176k | 577.18 |
|
|
| NVIDIA Corporation (NVDA) | 4.1 | $96M | +2% | 550k | 174.40 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 3.3 | $77M | +2% | 1.7M | 45.26 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 3.0 | $70M | +2% | 326k | 215.06 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.0 | $70M | +2% | 365k | 191.92 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.0 | $69M | +4% | 106k | 653.21 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 2.7 | $62M | +32% | 421k | 148.10 |
|
| Apple (AAPL) | 2.6 | $61M | +2% | 239k | 253.79 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $60M | 209k | 286.86 |
|
|
| Spdr Series Trust State Street Spd (SPTM) | 2.6 | $59M | +2% | 751k | 79.06 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 2.5 | $59M | +5% | 537k | 109.69 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.5 | $59M | +5% | 299k | 196.20 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 2.3 | $55M | +26% | 491k | 110.86 |
|
| Spdr Series Trust State Street Spd (LGLV) | 2.3 | $54M | +2% | 303k | 178.10 |
|
| Amazon (AMZN) | 2.2 | $52M | 249k | 208.27 |
|
|
| Microsoft Corporation (MSFT) | 2.2 | $52M | 140k | 370.17 |
|
|
| Costco Wholesale Corporation (COST) | 1.9 | $45M | 45k | 996.43 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 1.9 | $44M | +3% | 449k | 97.91 |
|
| JPMorgan Chase & Co. (JPM) | 1.8 | $42M | +2% | 141k | 294.16 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $36M | -4% | 75k | 479.20 |
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 1.5 | $36M | +2% | 429k | 82.84 |
|
| Meta Platforms Cl A (META) | 1.5 | $35M | +6% | 61k | 572.14 |
|
| Arista Networks Com Shs (ANET) | 1.5 | $34M | +3% | 274k | 122.78 |
|
| Visa Com Cl A (V) | 1.4 | $32M | +3% | 105k | 302.24 |
|
| Uber Technologies (UBER) | 1.3 | $31M | +4% | 427k | 71.93 |
|
| Marriott Intl Cl A (MAR) | 1.3 | $31M | +2% | 94k | 327.07 |
|
| TJX Companies (TJX) | 1.3 | $30M | 190k | 159.70 |
|
|
| Ishares Tr Ibonds 28 Tr Hi (IBHH) | 1.3 | $29M | +4% | 1.3M | 23.47 |
|
| Stryker Corporation (SYK) | 1.2 | $27M | +2% | 82k | 328.59 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 1.2 | $27M | +6% | 1.1M | 25.33 |
|
| Booking Holdings (BKNG) | 1.1 | $26M | 6.1k | 4209.98 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.1 | $25M | 39k | 650.34 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $25M | -2% | 43k | 597.56 |
|
| Spdr Series Trust State Street Spd (EFIV) | 1.1 | $25M | +2% | 403k | 63.08 |
|
| Intercontinental Exchange (ICE) | 1.0 | $23M | 147k | 157.28 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 1.0 | $23M | +4% | 52k | 436.79 |
|
| Royal Caribbean Cruises (RCL) | 1.0 | $23M | +2% | 82k | 275.18 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $22M | +15% | 57k | 390.41 |
|
| Spdr Series Trust State Street Spd (MMTM) | 0.9 | $22M | +6% | 77k | 280.20 |
|
| Blackrock (BLK) | 0.8 | $19M | 20k | 961.69 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.8 | $18M | +341% | 123k | 145.94 |
|
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.8 | $18M | +10% | 792k | 22.28 |
|
| Broadcom (AVGO) | 0.7 | $17M | +5% | 55k | 309.51 |
|
| Nasdaq Omx (NDAQ) | 0.7 | $17M | 195k | 84.89 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.7 | $16M | +15% | 12k | 1320.83 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.7 | $16M | +7% | 208k | 75.10 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.7 | $15M | +8% | 182k | 83.77 |
|
| Ishares Tr Ibonds 29 Tr Hi (IBHI) | 0.7 | $15M | +29% | 652k | 23.28 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $15M | 52k | 287.56 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.6 | $15M | +6% | 125k | 118.62 |
|
| Spdr Series Trust State Street Spd (DGT) | 0.6 | $14M | +6% | 85k | 169.55 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $14M | +5% | 65k | 217.25 |
|
| Sofi Technologies (SOFI) | 0.6 | $14M | +7% | 876k | 15.88 |
|
| Southern Company (SO) | 0.5 | $13M | +7% | 132k | 96.52 |
|
| Wal-Mart Stores (WMT) | 0.5 | $13M | +1906% | 101k | 124.28 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.5 | $12M | +6% | 147k | 83.57 |
|
| Ares Capital Corporation (ARCC) | 0.5 | $12M | +6% | 655k | 18.02 |
|
| On Hldg Namen Akt A (ONON) | 0.5 | $12M | +2% | 346k | 34.02 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.5 | $12M | +22% | 504k | 23.26 |
|
| Ishares Tr Ibonds Dec2026 (Principal) (IBDR) | 0.5 | $12M | 483k | 24.24 |
|
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.5 | $11M | +7% | 485k | 22.91 |
|
| Ishares Tr Ibonds 2026 Term (IBHF) | 0.5 | $11M | 477k | 22.95 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 0.4 | $9.4M | +2% | 123k | 76.54 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $8.2M | -3% | 29k | 287.18 |
|
| Capital One Financial (COF) | 0.3 | $7.2M | NEW | 40k | 182.43 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $7.0M | -2% | 72k | 97.23 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.3 | $6.5M | -4% | 44k | 146.61 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $5.8M | -2% | 40k | 144.71 |
|
| Home Depot (HD) | 0.2 | $5.3M | -8% | 16k | 328.88 |
|
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.2 | $4.9M | +32% | 223k | 21.84 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $4.0M | NEW | 16k | 257.35 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $2.6M | NEW | 8.6k | 302.25 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $2.3M | -24% | 2.5k | 919.77 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $2.3M | -7% | 3.8k | 616.68 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $2.2M | 13k | 169.66 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.6M | +11% | 5.1k | 320.82 |
|
| Nextera Energy (NEE) | 0.1 | $1.5M | 16k | 92.88 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $1.5M | 16k | 90.94 |
|
|
| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $1.4M | 25k | 56.58 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.4M | +2% | 3.2k | 426.43 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.4M | 5.5k | 248.01 |
|
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.1 | $1.3M | -7% | 28k | 45.65 |
|
| Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) | 0.1 | $1.2M | 21k | 60.07 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $1.1M | 6.5k | 168.85 |
|
|
| Tesla Motors (TSLA) | 0.0 | $1.1M | -6% | 3.0k | 371.75 |
|
| Walt Disney Company (DIS) | 0.0 | $1.1M | -10% | 11k | 96.38 |
|
| Rocket Lab Corp (RKLB) | 0.0 | $1.0M | +17% | 16k | 64.22 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $986k | -2% | 6.8k | 145.74 |
|
| Netflix (NFLX) | 0.0 | $975k | +149% | 10k | 96.15 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $944k | 7.6k | 124.31 |
|
|
| PNC Financial Services (PNC) | 0.0 | $917k | 4.4k | 208.08 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $916k | -96% | 8.0k | 114.99 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $882k | NEW | 9.0k | 98.38 |
|
| Johnson & Johnson (JNJ) | 0.0 | $835k | -11% | 3.4k | 244.47 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $803k | +2% | 1.2k | 697.53 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $778k | -6% | 16k | 48.32 |
|
| Tri-Continental Corporation (TY) | 0.0 | $771k | 24k | 31.59 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $743k | +45% | 3.1k | 242.62 |
|
| Constellation Energy (CEG) | 0.0 | $731k | 2.6k | 279.27 |
|
|
| Dominion Resources (D) | 0.0 | $722k | 12k | 61.82 |
|
|
| Coherent Corp (COHR) | 0.0 | $715k | -3% | 3.0k | 238.21 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $705k | +8% | 3.3k | 213.65 |
|
| Bank of America Corporation (BAC) | 0.0 | $705k | +32% | 15k | 48.75 |
|
| Source Capital Com Shs Of Ben I (SOR) | 0.0 | $693k | 15k | 46.32 |
|
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $690k | 6.3k | 110.47 |
|
|
| Chevron Corporation (CVX) | 0.0 | $644k | -12% | 3.1k | 206.88 |
|
| Ge Vernova (GEV) | 0.0 | $600k | +11% | 687.00 | 872.90 |
|
| Verizon Communications (VZ) | 0.0 | $599k | -5% | 12k | 50.20 |
|
| Amgen (AMGN) | 0.0 | $580k | 1.6k | 351.91 |
|
|
| PPL Corporation (PPL) | 0.0 | $570k | 15k | 38.20 |
|
|
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $550k | NEW | 12k | 45.82 |
|
| Intuit (INTU) | 0.0 | $549k | NEW | 1.3k | 432.38 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $547k | 905.00 | 604.32 |
|
|
| Reddit Cl A (RDDT) | 0.0 | $545k | 4.0k | 134.65 |
|
|
| Spdr Series Trust State Street Spd (SLYG) | 0.0 | $537k | 5.6k | 96.62 |
|
|
| Merck & Co (MRK) | 0.0 | $518k | 4.3k | 120.29 |
|
|
| Waste Management (WM) | 0.0 | $516k | 2.2k | 229.79 |
|
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $509k | -6% | 2.0k | 248.84 |
|
| Pepsi (PEP) | 0.0 | $505k | +98% | 3.3k | 155.32 |
|
| Caterpillar (CAT) | 0.0 | $500k | 705.00 | 708.81 |
|
|
| Honeywell International | 0.0 | $489k | -2% | 2.2k | 226.03 |
|
| Clear Secure Com Cl A (YOU) | 0.0 | $484k | 10k | 48.41 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $481k | -14% | 6.1k | 79.27 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.0 | $469k | +8% | 10k | 46.91 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $452k | -3% | 7.4k | 61.26 |
|
| At&t (T) | 0.0 | $444k | -72% | 15k | 28.99 |
|
| Boeing Company (BA) | 0.0 | $423k | +83% | 2.1k | 199.03 |
|
| Ge Aerospace Com New (GE) | 0.0 | $415k | +38% | 1.5k | 283.77 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $415k | 17k | 25.10 |
|
|
| Intuitive Machines Class A Com (LUNR) | 0.0 | $409k | 22k | 18.56 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $408k | -7% | 2.8k | 144.44 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $406k | 16k | 25.64 |
|
|
| Abbvie (ABBV) | 0.0 | $396k | 1.8k | 217.54 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $390k | 2.0k | 197.71 |
|
|
| Chipotle Mexican Grill (CMG) | 0.0 | $390k | -6% | 12k | 32.01 |
|
| Coca-Cola Company (KO) | 0.0 | $389k | +8% | 5.1k | 76.04 |
|
| Rockwell Automation (ROK) | 0.0 | $381k | 1.1k | 358.88 |
|
|
| International Business Machines (IBM) | 0.0 | $364k | -5% | 1.5k | 242.39 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $357k | +67% | 5.3k | 67.54 |
|
| Spdr Series Trust State Street Spd (SPMD) | 0.0 | $356k | -17% | 6.0k | 59.22 |
|
| Spdr Series Trust State Street Spd (SPSB) | 0.0 | $354k | -6% | 12k | 30.07 |
|
| Templeton Emerging Markets (EMF) | 0.0 | $334k | 19k | 17.49 |
|
|
| Cisco Systems (CSCO) | 0.0 | $333k | +20% | 4.3k | 77.59 |
|
| 3M Company (MMM) | 0.0 | $333k | +9% | 2.3k | 145.25 |
|
| American Express Company (AXP) | 0.0 | $324k | +13% | 1.1k | 302.48 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $323k | +27% | 1.7k | 192.90 |
|
| DTE Energy Company (DTE) | 0.0 | $322k | 2.2k | 146.22 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $317k | +54% | 2.2k | 142.42 |
|
| General Mills (GIS) | 0.0 | $316k | 8.5k | 37.22 |
|
|
| Deere & Company (DE) | 0.0 | $310k | -2% | 551.00 | 563.30 |
|
| Servicenow (NOW) | 0.0 | $309k | NEW | 3.0k | 104.55 |
|
| First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) | 0.0 | $308k | 12k | 24.74 |
|
|
| First Tr Exchange-traded SHS (QTEC) | 0.0 | $307k | 1.4k | 215.98 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $294k | NEW | 3.8k | 78.03 |
|
| Exelon Corporation (EXC) | 0.0 | $294k | +4% | 6.0k | 49.02 |
|
| CSX Corporation (CSX) | 0.0 | $290k | 7.1k | 41.05 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $285k | -11% | 981.00 | 290.49 |
|
| Automatic Data Processing (ADP) | 0.0 | $274k | 1.3k | 203.18 |
|
|
| Dutch Bros Cl A (BROS) | 0.0 | $274k | 5.4k | 50.66 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $268k | NEW | 2.9k | 92.73 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $267k | 551.00 | 484.91 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $266k | NEW | 1.1k | 244.18 |
|
| Pfizer (PFE) | 0.0 | $258k | -12% | 9.2k | 28.08 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $256k | 1.7k | 146.28 |
|
|
| Delta Air Lines Com New (DAL) | 0.0 | $250k | NEW | 3.8k | 66.48 |
|
| Howmet Aerospace (HWM) | 0.0 | $249k | 1.1k | 230.46 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $248k | 3.9k | 64.08 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $247k | 533.00 | 463.32 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $247k | 5.2k | 47.02 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $246k | -23% | 5.2k | 47.00 |
|
| Templeton Dragon Fund (TDF) | 0.0 | $243k | 23k | 10.61 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $243k | NEW | 7.9k | 30.68 |
|
| McDonald's Corporation (MCD) | 0.0 | $241k | 776.00 | 310.86 |
|
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $236k | 884.00 | 266.81 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $234k | 5.1k | 45.97 |
|
|
| Applied Materials (AMAT) | 0.0 | $226k | NEW | 660.00 | 341.79 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $223k | -97% | 1.2k | 194.19 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $220k | NEW | 1.4k | 161.70 |
|
| Oracle Corporation (ORCL) | 0.0 | $211k | 1.4k | 147.11 |
|
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $207k | 884.00 | 234.03 |
|
|
| Citigroup Com New (C) | 0.0 | $207k | NEW | 1.8k | 113.41 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $204k | NEW | 8.2k | 24.75 |
|
| Intel Corporation (INTC) | 0.0 | $203k | NEW | 4.6k | 44.13 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $201k | NEW | 974.00 | 205.89 |
|
| United States Antimony (UAMY) | 0.0 | $158k | +13% | 18k | 8.73 |
|
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 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
- Baltimore-Washington Financial Advisors 2022 Q2 filed Aug. 5, 2022