Baltimore-Washington Financial Advisors

Baltimore-Washington Financial Advisors as of March 31, 2025

Portfolio Holdings for Baltimore-Washington Financial Advisors

Baltimore-Washington Financial Advisors holds 154 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 5.3 $99M 386k 257.03
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.8 $90M 192k 468.92
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.1 $59M 339k 173.23
Vanguard Specialized Funds Div App Etf (VIG) 3.0 $57M 293k 193.99
NVIDIA Corporation (NVDA) 2.9 $55M 503k 108.38
Apple (AAPL) 2.6 $48M 218k 222.13
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 2.5 $48M 276k 174.04
Microsoft Corporation (MSFT) 2.5 $47M 126k 375.39
Vanguard Index Fds Value Etf (VTV) 2.4 $45M 258k 172.74
Ishares Tr Core S&p500 Etf (IVV) 2.4 $45M 79k 561.90
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 2.3 $44M 475k 92.79
Spdr Ser Tr Portfoli S&p1500 (SPTM) 2.3 $44M 643k 68.01
Amazon (AMZN) 2.3 $43M 226k 190.26
Vanguard Whitehall Fds High Div Yld (VYM) 2.3 $43M 330k 128.96
Costco Wholesale Corporation (COST) 2.1 $39M 41k 945.77
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 2.0 $38M 1.1M 34.20
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.8 $34M 234k 146.01
Alphabet Cap Stk Cl C (GOOG) 1.8 $34M 216k 156.23
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.7 $33M 407k 80.37
Visa Com Cl A (V) 1.7 $32M 90k 350.46
Ishares Tr U.s. Fin Svc Etf (IYG) 1.7 $31M 397k 78.55
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $30M 57k 532.58
Meta Platforms Cl A (META) 1.6 $30M 52k 576.37
JPMorgan Chase & Co. (JPM) 1.5 $29M 119k 245.30
Blackstone Group Inc Com Cl A (BX) 1.5 $29M 205k 139.78
Stryker Corporation (SYK) 1.4 $26M 70k 372.25
Uber Technologies (UBER) 1.4 $26M 356k 72.86
Ishares Tr Ibonds 28 Tr Hi (IBHH) 1.3 $25M 1.1M 23.36
Booking Holdings (BKNG) 1.3 $25M 5.4k 4607.09
Chipotle Mexican Grill (CMG) 1.2 $23M 458k 50.21
Ishares Tr Ibds Dec28 Etf (IBDT) 1.2 $23M 900k 25.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $23M 44k 513.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $22M 40k 559.39
Intercontinental Exchange (ICE) 1.2 $22M 129k 172.50
Spdr Ser Tr S&p Divid Etf (SDY) 1.2 $22M 163k 135.68
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 1.1 $20M 379k 53.50
Arthur J. Gallagher & Co. (AJG) 1.0 $19M 55k 345.24
Marriott Intl Cl A (MAR) 1.0 $19M 79k 238.20
Home Depot (HD) 1.0 $19M 51k 366.49
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $18M 69k 258.62
Arista Networks Com Shs (ANET) 0.9 $18M 228k 77.48
Vanguard Index Fds Growth Etf (VUG) 0.9 $17M 45k 370.82
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 0.8 $15M 633k 24.21
Spdr Ser Tr S&p1500momtilt (MMTM) 0.8 $15M 63k 240.91
Blackrock (BLK) 0.8 $15M 15k 946.47
Ishares Tr S&P SML 600 GWT (IJT) 0.7 $14M 113k 124.50
Royal Caribbean Cruises (RCL) 0.7 $14M 69k 205.44
Fortinet (FTNT) 0.7 $14M 146k 96.26
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.7 $13M 601k 22.25
UnitedHealth (UNH) 0.7 $13M 25k 523.76
Copart (CPRT) 0.7 $13M 225k 56.59
On Hldg Namen Akt A (ONON) 0.7 $13M 286k 43.92
Texas Instruments Incorporated (TXN) 0.6 $12M 66k 179.70
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 0.6 $11M 452k 25.15
Ishares Tr Ibonds 2026 Term (IBHF) 0.6 $11M 490k 23.22
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.6 $11M 53k 210.94
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.6 $11M 483k 22.94
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $11M 57k 186.29
Ares Capital Corporation (ARCC) 0.5 $10M 463k 22.16
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.5 $9.9M 424k 23.37
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $9.9M 163k 60.66
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $9.4M 90k 104.57
Spdr Ser Tr Glb Dow Etf (DGT) 0.5 $9.3M 67k 139.80
Spdr Ser Tr Portfolio S&p500 (SPYM) 0.5 $9.1M 139k 65.76
Ishares Tr Intl Div Grwth (IGRO) 0.5 $9.0M 125k 72.44
salesforce (CRM) 0.5 $8.7M 32k 268.36
Shopify Cl A (SHOP) 0.4 $8.3M 87k 95.48
Southern Company (SO) 0.4 $8.2M 90k 91.95
Crowdstrike Hldgs Cl A (CRWD) 0.4 $8.1M 23k 352.58
Ishares Tr Core Msci Intl (IDEV) 0.4 $7.6M 111k 68.89
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $7.2M 84k 85.07
Sofi Technologies (SOFI) 0.4 $7.0M 605k 11.63
Alphabet Cap Stk Cl A (GOOGL) 0.4 $6.9M 45k 154.64
Broadcom (AVGO) 0.3 $6.3M 38k 167.43
Kkr & Co (KKR) 0.3 $5.3M 45k 115.61
Ishares Tr Russell 2000 Etf (IWM) 0.2 $4.7M 23k 199.49
Ferrari Nv Ord (RACE) 0.2 $4.6M 11k 427.88
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $2.5M 4.7k 533.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.6M 5.6k 274.85
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $1.5M 29k 51.07
Exxon Mobil Corporation (XOM) 0.1 $1.4M 11k 118.93
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $1.3M 17k 78.28
Tri-Continental Corporation (TY) 0.1 $1.3M 41k 30.67
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.1 $1.2M 54k 23.24
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $1.2M 32k 36.41
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.1M 3.2k 361.05
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $944k 7.5k 125.96
Ishares Tr Ishares Biotech (IBB) 0.0 $872k 6.8k 127.90
Tesla Motors (TSLA) 0.0 $849k 3.3k 259.16
Invesco Exch Traded Fd Tr Ii S&p Smlcp Info (PSCT) 0.0 $824k 21k 40.08
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $820k 20k 40.76
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $804k 1.9k 419.88
Progressive Corporation (PGR) 0.0 $723k 2.6k 283.01
Draftkings Com Cl A (DKNG) 0.0 $718k 22k 33.21
Eli Lilly & Co. (LLY) 0.0 $701k 849.00 825.91
Walt Disney Company (DIS) 0.0 $678k 6.9k 98.70
Dominion Resources (D) 0.0 $651k 12k 56.07
Source Capital Com Shs Of Ben I (SOR) 0.0 $621k 15k 41.51
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $513k 6.2k 83.00
Union Pacific Corporation (UNP) 0.0 $509k 2.2k 236.24
Vanguard World Inf Tech Etf (VGT) 0.0 $503k 928.00 542.11
Constellation Energy (CEG) 0.0 $495k 2.5k 201.63
Procter & Gamble Company (PG) 0.0 $482k 2.8k 170.42
TJX Companies (TJX) 0.0 $451k 3.7k 121.80
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $446k 5.7k 78.94
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $437k 8.5k 51.18
Spdr Ser Tr Portfolio Short (SPSB) 0.0 $420k 14k 30.10
Bank of America Corporation (BAC) 0.0 $416k 10k 41.73
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $406k 5.5k 73.45
Wal-Mart Stores (WMT) 0.0 $403k 4.6k 87.80
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $388k 9.8k 39.37
Ishares Tr Msci Eafe Etf (EFA) 0.0 $353k 4.3k 81.74
Select Sector Spdr Tr Energy (XLE) 0.0 $348k 3.7k 93.45
Ishares Tr Ibonds 29 Tr Hi (IBHI) 0.0 $345k 15k 23.22
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $345k 16k 21.53
Ishares Tr Ibonds Dec 29 (IBDU) 0.0 $340k 15k 23.13
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $340k 15k 22.08
Dutch Bros Cl A (BROS) 0.0 $333k 5.4k 61.74
International Business Machines (IBM) 0.0 $330k 1.3k 248.66
Coca-Cola Company (KO) 0.0 $329k 4.6k 71.61
Verizon Communications (VZ) 0.0 $329k 7.2k 45.36
Welltower Inc Com reit (WELL) 0.0 $327k 2.1k 153.21
Merck & Co (MRK) 0.0 $326k 3.6k 89.76
Air Products & Chemicals (APD) 0.0 $322k 1.1k 294.92
Abbvie (ABBV) 0.0 $314k 1.5k 209.52
Pinterest Cl A (PINS) 0.0 $308k 9.9k 31.00
PNC Financial Services (PNC) 0.0 $295k 1.7k 175.82
Ishares Tr Ibonds Dec 25 (IBMN) 0.0 $294k 11k 26.75
Spotify Technology S A SHS (SPOT) 0.0 $283k 515.00 550.03
Exelon Corporation (EXC) 0.0 $278k 6.0k 46.08
Intuitive Machines Class A Com (LUNR) 0.0 $275k 37k 7.45
3M Company (MMM) 0.0 $265k 1.8k 146.85
Clear Secure Com Cl A (YOU) 0.0 $259k 10k 25.91
Honeywell International (HON) 0.0 $256k 1.2k 211.75
Deere & Company (DE) 0.0 $253k 538.00 469.35
Netflix (NFLX) 0.0 $249k 267.00 932.53
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.0 $246k 1.4k 173.56
The Trade Desk Com Cl A (TTD) 0.0 $245k 4.5k 54.72
Pepsi (PEP) 0.0 $238k 1.6k 149.99
Rocket Lab Usa 0.0 $234k 13k 17.88
Cava Group Ord (CAVA) 0.0 $230k 2.7k 86.41
American Express Company (AXP) 0.0 $229k 851.00 269.05
United Parcel Service CL B (UPS) 0.0 $228k 2.1k 109.99
Ishares Tr Broad Usd High (USHY) 0.0 $221k 6.0k 36.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $219k 7.8k 27.96
Lockheed Martin Corporation (LMT) 0.0 $214k 479.00 446.71
Labcorp Holdings Com Shs (LH) 0.0 $213k 914.00 232.63
CSX Corporation (CSX) 0.0 $212k 7.2k 29.43
Ishares Tr Ibonds Dec 26 (IBMO) 0.0 $209k 8.2k 25.56
Ishares Tr Esg Aware Msci (ESML) 0.0 $206k 5.4k 38.41
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $201k 4.0k 50.83
Caterpillar (CAT) 0.0 $201k 611.00 329.55
First Tr Exchange-traded Gbl Wnd Enrg Etf (FAN) 0.0 $190k 13k 15.01
Dexcom Note 0.250%11/1 (Principal) 0.0 $11k 11k 0.97