Baltimore-Washington Financial Advisors as of Dec. 31, 2011
Portfolio Holdings for Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors holds 168 positions in its portfolio as reported in the December 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
First Australia Prime Income | 4.5 | $7.8M | 1.1M | 7.33 | |
Plains All American Pipeline (PAA) | 3.3 | $5.6M | 77k | 73.46 | |
Dominion Resources (D) | 3.1 | $5.4M | 102k | 53.08 | |
Cal-Maine Foods (CALM) | 2.7 | $4.7M | 129k | 36.57 | |
H.J. Heinz Company | 2.7 | $4.7M | 87k | 54.04 | |
Pepsi (PEP) | 2.7 | $4.7M | 70k | 66.35 | |
Bristol Myers Squibb (BMY) | 2.6 | $4.6M | 129k | 35.24 | |
ConocoPhillips (COP) | 2.4 | $4.2M | 57k | 72.87 | |
McCormick & Company, Incorporated (MKC) | 2.4 | $4.2M | 83k | 50.42 | |
Rayonier (RYN) | 2.4 | $4.1M | 93k | 44.63 | |
Colgate-Palmolive Company (CL) | 2.3 | $3.9M | 42k | 92.40 | |
Rockwell Automation (ROK) | 2.1 | $3.7M | 50k | 73.36 | |
Buckeye Partners | 2.1 | $3.7M | 57k | 63.98 | |
Vanguard Emerging Markets ETF (VWO) | 2.0 | $3.5M | 93k | 38.21 | |
State Street Corporation (STT) | 2.0 | $3.5M | 87k | 40.31 | |
Copart (CPRT) | 2.0 | $3.5M | 73k | 47.89 | |
Kinder Morgan Energy Partners | 2.0 | $3.4M | 41k | 84.94 | |
Intel Corporation (INTC) | 2.0 | $3.4M | 139k | 24.25 | |
Texas Instruments Incorporated (TXN) | 1.9 | $3.3M | 113k | 29.11 | |
Exelon Corporation (EXC) | 1.9 | $3.3M | 76k | 43.37 | |
Digital Realty Trust (DLR) | 1.9 | $3.3M | 49k | 66.67 | |
3M Company (MMM) | 1.9 | $3.2M | 40k | 81.72 | |
Stryker Corporation (SYK) | 1.9 | $3.2M | 65k | 49.71 | |
Marathon Oil Corporation (MRO) | 1.9 | $3.2M | 109k | 29.27 | |
Caterpillar (CAT) | 1.8 | $3.1M | 35k | 90.61 | |
Johnson Controls | 1.7 | $3.0M | 96k | 31.26 | |
United Technologies Corporation | 1.7 | $2.9M | 40k | 73.10 | |
Allscripts Healthcare Solutions (MDRX) | 1.6 | $2.8M | 149k | 18.94 | |
Olin Corporation (OLN) | 1.5 | $2.7M | 135k | 19.65 | |
Vanguard Large-Cap ETF (VV) | 1.5 | $2.6M | 45k | 57.31 | |
Dow Chemical Company | 1.5 | $2.5M | 87k | 28.76 | |
Cisco Systems (CSCO) | 1.4 | $2.5M | 139k | 18.08 | |
Amgen (AMGN) | 1.4 | $2.4M | 38k | 64.21 | |
Mylan | 1.4 | $2.4M | 110k | 21.46 | |
Gentex Corporation (GNTX) | 1.3 | $2.3M | 77k | 29.59 | |
Target Corporation (TGT) | 1.3 | $2.3M | 44k | 51.22 | |
St. Jude Medical | 1.3 | $2.2M | 65k | 34.30 | |
Websense | 1.3 | $2.2M | 117k | 18.73 | |
Kohl's Corporation (KSS) | 1.2 | $2.1M | 43k | 49.34 | |
Suburban Propane Partners (SPH) | 1.2 | $2.1M | 44k | 47.61 | |
Marathon Petroleum Corp (MPC) | 1.2 | $2.0M | 61k | 33.29 | |
Laboratory Corp. of America Holdings | 1.1 | $2.0M | 23k | 85.96 | |
iShares MSCI EAFE Index Fund (EFA) | 1.1 | $1.9M | 38k | 49.53 | |
Campbell Soup Company (CPB) | 1.0 | $1.7M | 51k | 33.25 | |
NII Holdings | 0.9 | $1.6M | 77k | 21.30 | |
Express Scripts | 0.9 | $1.6M | 36k | 44.68 | |
Bayer (BAYRY) | 0.9 | $1.5M | 24k | 63.79 | |
Northern Trust Corporation (NTRS) | 0.8 | $1.5M | 37k | 39.65 | |
Parker-Hannifin Corporation (PH) | 0.8 | $1.4M | 19k | 76.26 | |
Deutsche Bk 6.55% Pfd preferr | 0.8 | $1.4M | 76k | 18.64 | |
Consolidated Edison (ED) | 0.8 | $1.4M | 22k | 62.05 | |
Ares Capital Corporation (ARCC) | 0.8 | $1.3M | 87k | 15.46 | |
iShares Dow Jones Select Dividend (DVY) | 0.8 | $1.3M | 25k | 53.78 | |
Barclays Bank | 0.7 | $1.2M | 62k | 19.77 | |
Exxon Mobil Corporation (XOM) | 0.6 | $979k | 12k | 84.77 | |
Aegon N V 6.5000%-aed p | 0.5 | $851k | 43k | 19.79 | |
Wells Fargo & Company (WFC) | 0.5 | $811k | 29k | 27.56 | |
Nasdaq 100 Tr unit ser 1 | 0.5 | $804k | 14k | 55.84 | |
Corporate Executive Board Company | 0.5 | $792k | 21k | 38.09 | |
Market Vectors Pre-Refunded Mun. In | 0.4 | $647k | 26k | 25.18 | |
Health Care SPDR (XLV) | 0.3 | $562k | 16k | 34.70 | |
Vanguard Small-Cap Value ETF (VBR) | 0.3 | $563k | 9.0k | 62.71 | |
International Business Machines (IBM) | 0.3 | $532k | 2.9k | 183.77 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $502k | 5.1k | 98.33 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $418k | 2.6k | 159.66 | |
Apple Computer | 0.2 | $412k | 1.0k | 405.11 | |
CurrencyShares Australian Dollar Trust | 0.2 | $316k | 3.1k | 102.76 | |
Microsoft Corporation (MSFT) | 0.2 | $295k | 11k | 25.95 | |
Duke Energy Corporation | 0.2 | $300k | 14k | 21.99 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $227k | 3.2k | 71.90 | |
Procter & Gamble Company (PG) | 0.1 | $187k | 2.8k | 66.67 | |
iShares Russell Midcap Value Index (IWS) | 0.1 | $188k | 4.3k | 43.32 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.1 | $186k | 2.7k | 70.19 | |
Ing Groep Nv Perp Hybrid eqfor | 0.1 | $176k | 9.5k | 18.48 | |
Bank of America Corporation (BAC) | 0.1 | $148k | 27k | 5.57 | |
iShares Russell 2000 Growth Index (IWO) | 0.1 | $136k | 1.6k | 84.21 | |
Corporate Office Properties Trust (CDP) | 0.1 | $120k | 5.6k | 21.25 | |
SPDR Gold Trust (GLD) | 0.1 | $99k | 650.00 | 152.31 | |
Berkshire Hathaway Inc. Class B | 0.1 | $88k | 1.2k | 76.52 | |
Apache Corporation | 0.1 | $91k | 1.0k | 91.00 | |
Chesapeake Energy Corporation | 0.1 | $79k | 3.6k | 22.25 | |
Devon Energy Corporation (DVN) | 0.0 | $62k | 1.0k | 62.00 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $63k | 1.7k | 37.06 | |
AMERITRADE HOLDING Corp | 0.0 | $75k | 4.8k | 15.61 | |
Cohen & Steers REIT/P (RNP) | 0.0 | $61k | 4.3k | 14.19 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $47k | 1.4k | 32.98 | |
PNC Financial Services (PNC) | 0.0 | $46k | 800.00 | 57.50 | |
Coca-Cola Company (KO) | 0.0 | $45k | 650.00 | 69.23 | |
M&T Bank Corporation (MTB) | 0.0 | $56k | 729.00 | 76.82 | |
McDonald's Corporation (MCD) | 0.0 | $57k | 571.00 | 99.82 | |
Range Resources (RRC) | 0.0 | $50k | 800.00 | 62.50 | |
Chevron Corporation (CVX) | 0.0 | $56k | 530.00 | 105.66 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $46k | 725.00 | 63.45 | |
Southern Company (SO) | 0.0 | $46k | 1.0k | 46.00 | |
0.0 | $55k | 85.00 | 647.06 | ||
Old National Ban (ONB) | 0.0 | $47k | 4.1k | 11.58 | |
Cheesecake Factory Incorporated (CAKE) | 0.0 | $44k | 1.5k | 29.61 | |
Amex Spdr Consumer Staples Ind equity | 0.0 | $58k | 1.8k | 32.22 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $34k | 267.00 | 127.34 | |
General Electric Company | 0.0 | $34k | 1.9k | 18.06 | |
Union Pacific Corporation (UNP) | 0.0 | $28k | 264.00 | 106.06 | |
Plum Creek Timber | 0.0 | $37k | 1.0k | 36.63 | |
BHP Billiton (BHP) | 0.0 | $32k | 450.00 | 71.11 | |
Vanguard Financials ETF (VFH) | 0.0 | $43k | 1.5k | 27.83 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $29k | 425.00 | 68.24 | |
Jp Morgan Chase Cap X Pfd preferred | 0.0 | $26k | 1.0k | 26.00 | |
Nuveen Md Div Adv Muni Fd 2 | 0.0 | $28k | 2.0k | 14.00 | |
American Express Company (AXP) | 0.0 | $12k | 250.00 | 48.00 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $11k | 566.00 | 19.43 | |
Home Depot (HD) | 0.0 | $12k | 296.00 | 40.54 | |
Merck & Co | 0.0 | $19k | 500.00 | 38.00 | |
Medtronic | 0.0 | $12k | 310.00 | 38.71 | |
Verizon Communications (VZ) | 0.0 | $18k | 450.00 | 40.00 | |
Rockwell Collins | 0.0 | $17k | 304.00 | 55.92 | |
Lockheed Martin Corporation (LMT) | 0.0 | $14k | 169.00 | 82.84 | |
Ford Motor Company (F) | 0.0 | $10k | 960.00 | 10.42 | |
Starbucks Corporation (SBUX) | 0.0 | $9.0k | 200.00 | 45.00 | |
Bac Capital Trust Ii | 0.0 | $13k | 600.00 | 21.67 | |
CoStar (CSGP) | 0.0 | $20k | 300.00 | 66.67 | |
Oracle Corporation (ORCL) | 0.0 | $21k | 825.00 | 25.45 | |
Cedar Fair | 0.0 | $22k | 1.0k | 22.00 | |
Aes Tr Iii pfd cv 6.75% | 0.0 | $10k | 200.00 | 50.00 | |
iShares Russell 2000 Index (IWM) | 0.0 | $9.0k | 118.00 | 76.27 | |
UIL Holdings Corporation | 0.0 | $11k | 317.00 | 34.70 | |
Panera Bread Company | 0.0 | $14k | 100.00 | 140.00 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $17k | 140.00 | 121.43 | |
iShares MSCI Canada Index (EWC) | 0.0 | $9.0k | 350.00 | 25.71 | |
Tower Ban | 0.0 | $18k | 619.00 | 29.08 | |
Vanguard REIT ETF (VNQ) | 0.0 | $9.0k | 160.00 | 56.25 | |
McCormick & Company, Incorporated (MKC.V) | 0.0 | $18k | 350.00 | 51.43 | |
John Hancock Investors Trust (JHI) | 0.0 | $22k | 1.0k | 22.00 | |
Nuveen Maryland Premium Income Municipal | 0.0 | $15k | 1.0k | 14.48 | |
M&t Capital Trust Iv 8.50% Pfd A | 0.0 | $21k | 800.00 | 26.25 | |
Bank Of America Corp 6.5% preferred | 0.0 | $9.0k | 400.00 | 22.50 | |
BP (BP) | 0.0 | $4.0k | 102.00 | 39.22 | |
Comcast Corporation (CMCSA) | 0.0 | $105.440000 | 4.00 | 26.36 | |
At&t (T) | 0.0 | $5.0k | 150.00 | 33.33 | |
Avon Products | 0.0 | $2.0k | 100.00 | 20.00 | |
H&R Block (HRB) | 0.0 | $132.640000 | 8.00 | 16.58 | |
Boeing Company (BA) | 0.0 | $6.0k | 76.00 | 78.95 | |
Directv Group | 0.0 | $8.0k | 195.00 | 41.03 | |
Altria (MO) | 0.0 | $3.0k | 100.00 | 30.00 | |
Philip Morris International (PM) | 0.0 | $8.0k | 100.00 | 80.00 | |
Vodafone Group Plc-sp | 0.0 | $5.0k | 175.00 | 28.57 | |
Washington Real Estate Investment Trust (ELME) | 0.0 | $7.0k | 265.00 | 26.42 | |
Live Nation Entertainment (LYV) | 0.0 | $2.0k | 300.00 | 6.67 | |
Level 3 Communications | 0.0 | $37.920000 | 2.00 | 18.96 | |
Frontier Communications | 0.0 | $253.800000 | 60.00 | 4.23 | |
Calpine Corp | 0.0 | $8.0k | 490.00 | 16.33 | |
Sirius XM Radio | 0.0 | $5.0k | 2.7k | 1.87 | |
Martha Stewart Living Omnimedia | 0.0 | $135.000000 | 30.00 | 4.50 | |
Diamonds Trust Series I | 0.0 | $6.0k | 50.00 | 120.00 | |
Eagle Ban (EGBN) | 0.0 | $5.0k | 350.00 | 14.29 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $8.0k | 110.00 | 72.73 | |
Main Street Capital Corporation (MAIN) | 0.0 | $6.0k | 300.00 | 20.00 | |
Microvision | 0.0 | $400.000000 | 1.0k | 0.40 | |
Vanguard Materials ETF (VAW) | 0.0 | $7.0k | 102.00 | 68.63 | |
Templeton Emerging Markets (EMF) | 0.0 | $6.0k | 357.00 | 16.81 | |
Dupont Pfd B p (CTA.PB) | 0.0 | $5.0k | 116.00 | 43.10 | |
Dupont Pfd B p (CTA.PB) | 0.0 | $2.0k | 20.00 | 100.00 | |
Quantum Fuel Systems Technologies | 0.0 | $28.800000 | 40.00 | 0.72 | |
Claymore/SWM Canadian Energy Income ETF | 0.0 | $7.0k | 400.00 | 17.50 | |
Citigroup Cap Xx Pfd equs | 0.0 | $8.0k | 300.00 | 26.67 | |
Nuveen Md Divid Advantage Mu | 0.0 | $2.0k | 110.00 | 18.18 | |
Vornado Realty Trust 6.625% p | 0.0 | $3.0k | 133.00 | 22.56 | |
Accuray | 0.0 | $1.0k | 164.00 | 6.10 | |
American Scientific Resources equities | 0.0 | $0 | 1.1k | 0.00 | |
G-reit Inc Nsa equity | 0.0 | $2.0k | 2.1k | 0.95 |