Baltimore-Washington Financial Advisors as of March 31, 2013
Portfolio Holdings for Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors holds 200 positions in its portfolio as reported in the March 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) | 3.8 | $8.3M | 78k | 105.54 | |
Aberdeen Asia Pacific Incom | 3.3 | $7.1M | 913k | 7.78 | |
Plains All American Pipeline (PAA) | 3.0 | $6.4M | 114k | 56.48 | |
H.J. Heinz Company | 2.6 | $5.7M | 78k | 72.27 | |
Pepsi (PEP) | 2.5 | $5.5M | 69k | 79.12 | |
Rayonier (RYN) | 2.4 | $5.2M | 88k | 59.67 | |
Cal-Maine Foods (CALM) | 2.4 | $5.1M | 120k | 42.56 | |
Marathon Petroleum Corp (MPC) | 2.3 | $5.1M | 57k | 89.60 | |
State Street Corporation (STT) | 2.3 | $4.9M | 84k | 59.09 | |
Kinder Morgan Energy Partners | 2.1 | $4.5M | 50k | 89.76 | |
Rockwell Automation (ROK) | 2.0 | $4.5M | 52k | 86.34 | |
Johnson Controls | 2.0 | $4.3M | 122k | 35.07 | |
United Technologies Corporation | 2.0 | $4.3M | 46k | 93.44 | |
Vanguard Emerging Markets ETF (VWO) | 1.9 | $4.1M | 97k | 42.90 | |
Microsoft Corporation (MSFT) | 1.9 | $4.1M | 144k | 28.60 | |
3M Company (MMM) | 1.9 | $4.1M | 39k | 106.32 | |
Vanguard Value ETF (VTV) | 1.8 | $4.0M | 61k | 65.52 | |
Marathon Oil Corporation (MRO) | 1.8 | $4.0M | 118k | 33.72 | |
Stryker Corporation (SYK) | 1.8 | $3.9M | 59k | 65.24 | |
Texas Instruments Incorporated (TXN) | 1.8 | $3.8M | 108k | 35.48 | |
SYSCO Corporation (SYY) | 1.7 | $3.7M | 105k | 35.17 | |
Amgen (AMGN) | 1.7 | $3.7M | 36k | 102.51 | |
Dow Chemical Company | 1.6 | $3.5M | 111k | 31.84 | |
Parker-Hannifin Corporation (PH) | 1.6 | $3.5M | 39k | 91.59 | |
Washington Real Estate Investment Trust (ELME) | 1.6 | $3.5M | 127k | 27.84 | |
Copart (CPRT) | 1.6 | $3.5M | 101k | 34.27 | |
Target Corporation (TGT) | 1.6 | $3.4M | 49k | 68.45 | |
Vanguard Large-Cap ETF (VV) | 1.6 | $3.4M | 47k | 71.75 | |
Public Service Enterprise (PEG) | 1.5 | $3.3M | 97k | 34.34 | |
Caterpillar (CAT) | 1.5 | $3.3M | 38k | 86.97 | |
Colgate-Palmolive Company (CL) | 1.5 | $3.3M | 28k | 118.01 | |
Olin Corporation (OLN) | 1.5 | $3.2M | 128k | 25.22 | |
Cisco Systems (CSCO) | 1.4 | $3.1M | 150k | 20.90 | |
Altera Corp Com Stk | 1.4 | $3.1M | 87k | 35.46 | |
Wells Fargo & Company (WFC) | 1.4 | $3.0M | 81k | 36.99 | |
Mylan | 1.4 | $2.9M | 101k | 28.96 | |
ConocoPhillips (COP) | 1.3 | $2.9M | 48k | 60.10 | |
Suburban Propane Partners (SPH) | 1.3 | $2.8M | 63k | 44.50 | |
iShares Lehman Aggregate Bond (AGG) | 1.3 | $2.7M | 25k | 110.72 | |
Dominion Resources (D) | 1.2 | $2.6M | 45k | 58.19 | |
St. Jude Medical | 1.2 | $2.6M | 64k | 40.44 | |
Bank of New York Mellon Corporation (BK) | 1.1 | $2.4M | 86k | 27.98 | |
Kohl's Corporation (KSS) | 1.1 | $2.4M | 52k | 46.13 | |
Laboratory Corp. of America Holdings | 1.1 | $2.3M | 26k | 90.21 | |
iShares MSCI EAFE Index Fund (EFA) | 1.1 | $2.3M | 39k | 58.98 | |
Campbell Soup Company (CPB) | 1.0 | $2.2M | 49k | 45.36 | |
Northern Trust Corporation (NTRS) | 1.0 | $2.1M | 38k | 54.55 | |
0.9 | $2.0M | 2.5k | 794.00 | ||
Exxon Mobil Corporation (XOM) | 0.9 | $1.9M | 22k | 90.09 | |
iShares Dow Jones Select Dividend (DVY) | 0.9 | $1.9M | 30k | 63.42 | |
C.H. Robinson Worldwide (CHRW) | 0.8 | $1.8M | 31k | 59.46 | |
Ares Capital Corporation (ARCC) | 0.8 | $1.8M | 99k | 18.10 | |
Financial Engines | 0.8 | $1.7M | 48k | 36.23 | |
Genomic Health | 0.8 | $1.7M | 60k | 28.28 | |
PowerShares QQQ Trust, Series 1 | 0.8 | $1.7M | 24k | 68.96 | |
Occidental Petroleum Corporation (OXY) | 0.7 | $1.6M | 20k | 78.38 | |
Nic | 0.7 | $1.5M | 76k | 19.15 | |
Atmi | 0.7 | $1.4M | 63k | 22.43 | |
iShares MSCI Brazil Index (EWZ) | 0.7 | $1.4M | 26k | 54.50 | |
Allied Nevada Gold Corp | 0.6 | $1.3M | 79k | 16.46 | |
Gentex Corporation (GNTX) | 0.6 | $1.3M | 64k | 20.01 | |
Intel Corporation (INTC) | 0.4 | $949k | 44k | 21.83 | |
Vanguard Small-Cap Value ETF (VBR) | 0.4 | $962k | 12k | 82.17 | |
V.F. Corporation (VFC) | 0.4 | $929k | 5.5k | 167.75 | |
Health Care SPDR (XLV) | 0.4 | $874k | 19k | 46.01 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.4 | $793k | 6.6k | 119.97 | |
iShares MSCI Singapore Index Fund | 0.3 | $750k | 54k | 13.96 | |
CurrencyShares Australian Dollar Trust | 0.3 | $709k | 6.8k | 104.26 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.3 | $713k | 8.9k | 80.29 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $692k | 5.4k | 127.21 | |
International Business Machines (IBM) | 0.3 | $614k | 2.9k | 213.42 | |
Vanguard Short-Term Bond ETF (BSV) | 0.3 | $584k | 7.2k | 81.05 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.2 | $531k | 4.4k | 121.34 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $468k | 2.2k | 209.77 | |
Vanguard Mid-Cap ETF (VO) | 0.2 | $465k | 5.0k | 92.87 | |
Apple Computer | 0.1 | $299k | 675.00 | 442.96 | |
Rydex S&P Equal Weight ETF | 0.1 | $287k | 4.8k | 59.73 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.1 | $287k | 3.5k | 82.35 | |
iShares Russell 2000 Growth Index (IWO) | 0.1 | $260k | 2.4k | 107.44 | |
iShares Russell Midcap Value Index (IWS) | 0.1 | $212k | 3.7k | 56.94 | |
iShares S&P India Nifty 50 Index Fund (INDY) | 0.1 | $164k | 6.8k | 23.99 | |
Nuveen Maryland Premium Income Municipal | 0.1 | $168k | 12k | 14.51 | |
Anika Therapeutics | 0.1 | $163k | 11k | 14.53 | |
Procter & Gamble Company (PG) | 0.1 | $155k | 2.0k | 76.92 | |
Bank of America Corporation (BAC) | 0.1 | $123k | 10k | 12.15 | |
SPDR Gold Trust (GLD) | 0.0 | $93k | 600.00 | 155.00 | |
PowerShares FTSE RAFI US 1000 | 0.0 | $77k | 1.1k | 70.00 | |
SPDR S&P Dividend (SDY) | 0.0 | $92k | 1.4k | 65.95 | |
M&T Bank Corporation (MTB) | 0.0 | $69k | 669.00 | 103.14 | |
McDonald's Corporation (MCD) | 0.0 | $61k | 608.00 | 100.33 | |
Pfizer (PFE) | 0.0 | $61k | 2.1k | 29.05 | |
Chevron Corporation (CVX) | 0.0 | $65k | 550.00 | 118.18 | |
Old National Ban (ONB) | 0.0 | $56k | 4.1k | 13.80 | |
Citigroup (C) | 0.0 | $66k | 1.5k | 44.44 | |
PNC Financial Services (PNC) | 0.0 | $43k | 650.00 | 66.15 | |
Coca-Cola Company (KO) | 0.0 | $53k | 1.3k | 40.37 | |
Johnson & Johnson (JNJ) | 0.0 | $45k | 550.00 | 81.82 | |
Walt Disney Company (DIS) | 0.0 | $36k | 639.00 | 56.34 | |
Union Pacific Corporation (UNP) | 0.0 | $38k | 264.00 | 143.94 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $52k | 636.00 | 81.76 | |
CoStar (CSGP) | 0.0 | $33k | 300.00 | 110.00 | |
Cedar Fair | 0.0 | $40k | 1.0k | 40.00 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $43k | 495.00 | 86.87 | |
Vanguard Total Stock Market ETF (VTI) | 0.0 | $46k | 565.00 | 81.42 | |
Pimco Municipal Income Fund (PMF) | 0.0 | $48k | 3.1k | 15.70 | |
Eaton Vance Municipal Bond Fund (EIM) | 0.0 | $41k | 3.0k | 13.77 | |
Tortoise MLP Fund | 0.0 | $33k | 1.2k | 28.16 | |
Western Asset Intm Muni Fd I (SBI) | 0.0 | $42k | 4.1k | 10.13 | |
Blackrock Md Municipal Bond | 0.0 | $44k | 2.8k | 15.98 | |
Market Vectors Etf Tr busi devco etf | 0.0 | $41k | 2.0k | 20.50 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $11k | 252.00 | 43.65 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $24k | 508.00 | 47.24 | |
American Express Company (AXP) | 0.0 | $17k | 255.00 | 66.67 | |
Home Depot (HD) | 0.0 | $21k | 305.00 | 68.85 | |
InterMune | 0.0 | $23k | 2.6k | 8.93 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $16k | 100.00 | 160.00 | |
General Electric Company | 0.0 | $22k | 931.00 | 23.63 | |
Medtronic | 0.0 | $15k | 310.00 | 48.39 | |
Rockwell Collins | 0.0 | $19k | 304.00 | 62.50 | |
Lockheed Martin Corporation (LMT) | 0.0 | $11k | 114.00 | 96.49 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $17k | 500.00 | 34.00 | |
Southern Company (SO) | 0.0 | $23k | 500.00 | 46.00 | |
Starbucks Corporation (SBUX) | 0.0 | $11k | 200.00 | 55.00 | |
Oracle Corporation (ORCL) | 0.0 | $30k | 925.00 | 32.43 | |
iShares Russell 2000 Index (IWM) | 0.0 | $16k | 170.00 | 94.12 | |
BHP Billiton (BHP) | 0.0 | $31k | 450.00 | 68.89 | |
Cheesecake Factory Incorporated (CAKE) | 0.0 | $23k | 586.00 | 39.25 | |
Oxford Industries (OXM) | 0.0 | $28k | 520.00 | 53.85 | |
Panera Bread Company | 0.0 | $17k | 100.00 | 170.00 | |
Suncor Energy (SU) | 0.0 | $15k | 500.00 | 30.00 | |
iShares Lehman Aggregate Bond (AGG) | 0.0 | $11k | 100.00 | 110.00 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $20k | 184.00 | 108.70 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $16k | 140.00 | 114.29 | |
Vanguard Value ETF (VTV) | 0.0 | $13k | 200.00 | 65.00 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $32k | 300.00 | 106.67 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $16k | 190.00 | 84.21 | |
McCormick & Company, Incorporated (MKC.V) | 0.0 | $26k | 350.00 | 74.29 | |
John Hancock Investors Trust (JHI) | 0.0 | $22k | 1.0k | 22.00 | |
Market Vectors Pre-Refunded Mun. In | 0.0 | $13k | 500.00 | 26.00 | |
Prologis (PLD) | 0.0 | $13k | 325.00 | 40.00 | |
Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $20k | 467.00 | 42.83 | |
Tortoise Pipeline & Energy | 0.0 | $11k | 378.00 | 29.10 | |
Facebook Inc cl a (META) | 0.0 | $24k | 950.00 | 25.26 | |
Beazer Homes Usa (BZH) | 0.0 | $23k | 1.5k | 15.86 | |
Chubb Corporation | 0.0 | $1.0k | 7.00 | 142.86 | |
Northeast Utilities System | 0.0 | $0 | 8.00 | 0.00 | |
Corning Incorporated (GLW) | 0.0 | $0 | 6.00 | 0.00 | |
Teva Pharmaceutical Industries (TEVA) | 0.0 | $1.0k | 18.00 | 55.56 | |
Comcast Corporation | 0.0 | $0 | 11.00 | 0.00 | |
At&t (T) | 0.0 | $6.0k | 150.00 | 40.00 | |
Avon Products | 0.0 | $2.0k | 100.00 | 20.00 | |
H&R Block (HRB) | 0.0 | $0 | 8.00 | 0.00 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $0 | 4.00 | 0.00 | |
Travelers Companies (TRV) | 0.0 | $999.960000 | 12.00 | 83.33 | |
Boeing Company (BA) | 0.0 | $7.0k | 76.00 | 92.11 | |
Nokia Corporation (NOK) | 0.0 | $0 | 100.00 | 0.00 | |
Limited Brands | 0.0 | $0 | 9.00 | 0.00 | |
Cooper Companies | 0.0 | $0 | 4.00 | 0.00 | |
Altria (MO) | 0.0 | $3.0k | 100.00 | 30.00 | |
Deere & Company (DE) | 0.0 | $1.0k | 8.00 | 125.00 | |
General Mills (GIS) | 0.0 | $0 | 6.00 | 0.00 | |
Nextera Energy (NEE) | 0.0 | $1.0k | 8.00 | 125.00 | |
iShares S&P 500 Index (IVV) | 0.0 | $9.0k | 59.00 | 152.54 | |
Ford Motor Company (F) | 0.0 | $10k | 750.00 | 13.33 | |
Total (TTE) | 0.0 | $2.0k | 37.00 | 54.05 | |
Harman International Industries | 0.0 | $0 | 6.00 | 0.00 | |
Prudential Financial (PRU) | 0.0 | $0 | 7.00 | 0.00 | |
Eagle Materials (EXP) | 0.0 | $0 | 5.00 | 0.00 | |
Live Nation Entertainment (LYV) | 0.0 | $4.0k | 300.00 | 13.33 | |
Chesapeake Energy Corporation | 0.0 | $5.0k | 250.00 | 20.00 | |
Yahoo! | 0.0 | $5.0k | 200.00 | 25.00 | |
Aes Tr Iii pfd cv 6.75% | 0.0 | $10k | 200.00 | 50.00 | |
Mead Johnson Nutrition | 0.0 | $0 | 3.00 | 0.00 | |
DSW | 0.0 | $0 | 4.00 | 0.00 | |
Starwood Hotels & Resorts Worldwide | 0.0 | $0 | 4.00 | 0.00 | |
MetLife (MET) | 0.0 | $2.0k | 50.00 | 40.00 | |
Sirius XM Radio | 0.0 | $3.0k | 1.0k | 3.00 | |
Chicago Bridge & Iron Company | 0.0 | $0 | 5.00 | 0.00 | |
Hexcel Corporation (HXL) | 0.0 | $0 | 10.00 | 0.00 | |
Church & Dwight (CHD) | 0.0 | $0 | 6.00 | 0.00 | |
Corrections Corporation of America | 0.0 | $0 | 1.00 | 0.00 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $2.0k | 33.00 | 60.61 | |
Ihs | 0.0 | $0 | 3.00 | 0.00 | |
Triumph (TGI) | 0.0 | $0 | 2.00 | 0.00 | |
Barrick Gold Corp | 0.0 | $1.0k | 50.00 | 20.00 | |
Martha Stewart Living Omnimedia | 0.0 | $0 | 30.00 | 0.00 | |
Eagle Ban (EGBN) | 0.0 | $8.0k | 350.00 | 22.86 | |
Oasis Petroleum | 0.0 | $0 | 7.00 | 0.00 | |
D Bank Of Nova Scotia Cad Com Np Common Stock 0 | 0.0 | $0 | 8.00 | 0.00 | |
iShares S&P SmallCap 600 Value Idx (IJS) | 0.0 | $10k | 110.00 | 90.91 | |
iShares MSCI Canada Index (EWC) | 0.0 | $10k | 350.00 | 28.57 | |
Main Street Capital Corporation (MAIN) | 0.0 | $10k | 300.00 | 33.33 | |
Vanguard High Dividend Yield ETF (VYM) | 0.0 | $9.0k | 156.00 | 57.69 | |
Templeton Emerging Markets (EMF) | 0.0 | $7.0k | 357.00 | 19.61 | |
Claymore/SWM Canadian Energy Income ETF | 0.0 | $6.0k | 400.00 | 15.00 | |
Accuray | 0.0 | $999.440000 | 124.00 | 8.06 | |
Dunkin' Brands Group | 0.0 | $4.0k | 100.00 | 40.00 | |
Monster Beverage | 0.0 | $0 | 6.00 | 0.00 | |
Phillips 66 (PSX) | 0.0 | $0 | 3.00 | 0.00 | |
Pentair | 0.0 | $0 | 5.00 | 0.00 |