Baltimore-Washington Financial Advisors as of March 31, 2011
Portfolio Holdings for Baltimore-Washington Financial Advisors
Baltimore-Washington Financial Advisors holds 199 positions in its portfolio as reported in the March 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Aberdeen Asia-Pacific Income Fund (FAX) | 3.7 | $7.4M | 1.1M | 6.93 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 3.2 | $6.3M | 61k | 104.44 | |
Marathon Oil Corporation (MRO) | 3.0 | $5.9M | 111k | 53.31 | |
ConocoPhillips (COP) | 2.4 | $4.8M | 60k | 79.86 | |
Plains All American Pipeline (PAA) | 2.4 | $4.8M | 75k | 63.72 | |
Fluor Corporation (FLR) | 2.4 | $4.7M | 65k | 73.66 | |
Rockwell Automation (ROK) | 2.3 | $4.5M | 48k | 94.65 | |
Dominion Resources (D) | 2.2 | $4.4M | 99k | 44.70 | |
Pepsi (PEP) | 2.2 | $4.4M | 68k | 64.42 | |
Vanguard Emerging Markets ETF (VWO) | 2.1 | $4.2M | 85k | 48.95 | |
H.J. Heinz Company | 2.1 | $4.2M | 85k | 48.83 | |
Texas Instruments Incorporated (TXN) | 2.1 | $4.1M | 118k | 34.56 | |
State Street Corporation (STT) | 2.0 | $3.9M | 87k | 44.93 | |
McCormick & Company, Incorporated (MKC) | 1.9 | $3.9M | 81k | 47.83 | |
Johnson Controls | 1.9 | $3.8M | 91k | 41.57 | |
Rayonier (RYN) | 1.9 | $3.8M | 61k | 62.31 | |
Cal-Maine Foods (CALM) | 1.9 | $3.8M | 128k | 29.50 | |
Stryker Corporation (SYK) | 1.9 | $3.7M | 62k | 60.81 | |
General Dynamics Corporation (GD) | 1.8 | $3.7M | 48k | 76.56 | |
Exelon Corporation (EXC) | 1.8 | $3.5M | 86k | 41.24 | |
Buckeye Partners | 1.8 | $3.6M | 56k | 63.55 | |
Itron (ITRI) | 1.7 | $3.4M | 60k | 56.44 | |
3M Company (MMM) | 1.7 | $3.3M | 35k | 93.51 | |
Copart (CPRT) | 1.7 | $3.3M | 76k | 43.33 | |
Colgate-Palmolive Company (CL) | 1.7 | $3.3M | 41k | 80.76 | |
Bristol Myers Squibb (BMY) | 1.6 | $3.3M | 123k | 26.43 | |
Deutsche Bk 6.55% Pfd preferr | 1.6 | $3.2M | 131k | 24.66 | |
Vanguard Value ETF (VTV) | 1.6 | $3.2M | 56k | 56.72 | |
Allscripts Healthcare Solutions (MDRX) | 1.6 | $3.1M | 147k | 20.99 | |
Olin Corporation (OLN) | 1.5 | $2.9M | 126k | 22.92 | |
Barclays Bank | 1.4 | $2.8M | 113k | 25.22 | |
St. Jude Medical | 1.4 | $2.8M | 55k | 51.26 | |
United Technologies Corporation | 1.4 | $2.8M | 33k | 84.65 | |
Northrop Grumman Corporation (NOC) | 1.4 | $2.8M | 44k | 62.70 | |
NII Holdings | 1.4 | $2.8M | 66k | 41.67 | |
Websense | 1.3 | $2.6M | 114k | 22.97 | |
Kohl's Corporation (KSS) | 1.3 | $2.6M | 49k | 53.04 | |
Vanguard Large-Cap ETF (VV) | 1.3 | $2.6M | 42k | 60.77 | |
Intel Corporation (INTC) | 1.3 | $2.5M | 126k | 20.18 | |
iShares Lehman Aggregate Bond (AGG) | 1.3 | $2.5M | 24k | 105.12 | |
Mylan | 1.2 | $2.4M | 105k | 22.66 | |
iShares MSCI EAFE Index Fund (EFA) | 1.2 | $2.4M | 39k | 60.08 | |
Insituform Technologies | 1.2 | $2.4M | 88k | 26.75 | |
Northern Trust Corporation (NTRS) | 1.1 | $2.3M | 45k | 50.74 | |
Laboratory Corp. of America Holdings | 1.1 | $2.2M | 24k | 92.14 | |
Cisco Systems (CSCO) | 1.1 | $2.2M | 127k | 17.15 | |
Gentex Corporation (GNTX) | 1.1 | $2.1M | 70k | 30.25 | |
Symantec Corporation | 1.0 | $2.1M | 112k | 18.54 | |
Amgen (AMGN) | 1.0 | $1.9M | 36k | 53.45 | |
Caterpillar (CAT) | 0.9 | $1.8M | 16k | 111.34 | |
Express Scripts | 0.9 | $1.8M | 32k | 55.61 | |
Ares Capital Corporation (ARCC) | 0.9 | $1.8M | 105k | 16.95 | |
Aegon 6 1/2 | 0.8 | $1.6M | 71k | 22.74 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.8 | $1.6M | 15k | 108.20 | |
Campbell Soup Company (CPB) | 0.8 | $1.6M | 48k | 33.10 | |
Jacobs Engineering | 0.8 | $1.5M | 29k | 51.41 | |
Harris Corporation | 0.7 | $1.3M | 27k | 49.60 | |
iShares Dow Jones Select Dividend (DVY) | 0.7 | $1.3M | 26k | 52.13 | |
Exxon Mobil Corporation (XOM) | 0.5 | $1.1M | 13k | 84.15 | |
Bayer (BAYRY) | 0.5 | $990k | 13k | 77.71 | |
Nasdaq 100 Tr unit ser 1 | 0.4 | $883k | 15k | 57.41 | |
Ing Groep Nv Perp Hybrid eqfor | 0.4 | $824k | 34k | 24.04 | |
Corporate Executive Board Company | 0.4 | $818k | 20k | 40.39 | |
Market Vectors Pre-Refunded Mun. In | 0.3 | $672k | 27k | 24.67 | |
Vanguard Short-Term Bond ETF (BSV) | 0.3 | $597k | 7.5k | 80.13 | |
Bank of America Corporation (BAC) | 0.3 | $579k | 43k | 13.34 | |
Digital Realty Trust (DLR) | 0.3 | $550k | 9.5k | 58.17 | |
iShares Russell Midcap Index Fund (IWR) | 0.3 | $518k | 4.8k | 108.94 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.3 | $507k | 4.6k | 109.15 | |
Vanguard Small-Cap Value ETF (VBR) | 0.2 | $494k | 6.9k | 71.46 | |
International Business Machines (IBM) | 0.2 | $468k | 2.9k | 163.07 | |
Midcap Spdr Trust Series 1 untsr1 | 0.2 | $473k | 2.6k | 179.64 | |
Health Care SPDR (XLV) | 0.2 | $456k | 14k | 33.10 | |
Apple (AAPL) | 0.2 | $361k | 1.0k | 348.12 | |
Canadian Solar (CSIQ) | 0.2 | $336k | 30k | 11.28 | |
Huntington Ingalls Inds (HII) | 0.1 | $304k | 7.3k | 41.55 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $222k | 2.8k | 80.67 | |
iShares Russell Midcap Value Index (IWS) | 0.1 | $195k | 4.1k | 48.15 | |
iShares Cohen & Steers Realty Maj. (ICF) | 0.1 | $202k | 2.9k | 70.26 | |
iShares Russell 2000 Growth Index (IWO) | 0.1 | $157k | 1.6k | 95.21 | |
Chevron Corporation (CVX) | 0.1 | $144k | 1.3k | 107.46 | |
Procter & Gamble Company (PG) | 0.1 | $146k | 2.4k | 61.60 | |
SPDR Gold Trust (GLD) | 0.1 | $147k | 1.1k | 140.00 | |
Cohen & Steers REIT/P (RNP) | 0.1 | $144k | 9.5k | 15.24 | |
JPMorgan Chase & Co. (JPM) | 0.1 | $112k | 2.4k | 45.98 | |
Berkshire Hathaway Inc. Class B | 0.1 | $121k | 1.5k | 83.45 | |
Devon Energy Corporation (DVN) | 0.1 | $116k | 1.3k | 92.06 | |
Chesapeake Energy Corporation | 0.1 | $119k | 3.6k | 33.52 | |
Apache Corporation | 0.1 | $95k | 725.00 | 131.03 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $103k | 1.9k | 55.68 | |
iShares Lehman MBS Bond Fund (MBB) | 0.1 | $90k | 858.00 | 104.90 | |
Verizon Communications (VZ) | 0.0 | $77k | 2.0k | 38.50 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $70k | 2.3k | 29.81 | |
iShares S&P Europe 350 Index (IEV) | 0.0 | $74k | 1.8k | 41.93 | |
PNC Financial Services (PNC) | 0.0 | $63k | 1.0k | 63.00 | |
M&T Bank Corporation (MTB) | 0.0 | $65k | 729.00 | 89.16 | |
Spdr S&p 500 Etf (SPY) | 0.0 | $57k | 427.00 | 133.49 | |
0.0 | $67k | 115.00 | 582.61 | ||
Energy Select Sector SPDR (XLE) | 0.0 | $62k | 777.00 | 79.79 | |
Industrial SPDR (XLI) | 0.0 | $60k | 1.6k | 37.83 | |
BHP Billiton (BHP) | 0.0 | $58k | 600.00 | 96.67 | |
Kinder Morgan Energy Partners | 0.0 | $52k | 700.00 | 74.29 | |
Vanguard Financials ETF (VFH) | 0.0 | $52k | 1.5k | 33.66 | |
Coca-Cola Company (KO) | 0.0 | $43k | 650.00 | 66.15 | |
McDonald's Corporation (MCD) | 0.0 | $43k | 571.00 | 75.31 | |
Range Resources (RRC) | 0.0 | $47k | 800.00 | 58.75 | |
Consolidated Edison (ED) | 0.0 | $30k | 600.00 | 50.00 | |
Constellation Energy | 0.0 | $31k | 1.0k | 31.00 | |
Plum Creek Timber | 0.0 | $44k | 1.0k | 43.56 | |
Target Corporation (TGT) | 0.0 | $35k | 700.00 | 50.00 | |
Ford Motor Company (F) | 0.0 | $36k | 2.4k | 15.00 | |
Clorox Company (CLX) | 0.0 | $35k | 500.00 | 70.00 | |
Oracle Corporation (ORCL) | 0.0 | $34k | 1.0k | 33.17 | |
Old National Ban (ONB) | 0.0 | $43k | 4.1k | 10.60 | |
Cheesecake Factory Incorporated (CAKE) | 0.0 | $45k | 1.5k | 30.28 | |
Suncor Energy Inc Cad | 0.0 | $45k | 1.0k | 45.00 | |
Australia and New Zealand Banking | 0.0 | $37k | 1.5k | 24.67 | |
iShares S&P SmallCap 600 Index (IJR) | 0.0 | $31k | 425.00 | 72.94 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $34k | 405.00 | 83.95 | |
Vanguard Telecommunication Services ETF (VOX) | 0.0 | $44k | 645.00 | 68.22 | |
Microsoft Corporation (MSFT) | 0.0 | $28k | 1.1k | 25.00 | |
Corning Incorporated (GLW) | 0.0 | $10k | 501.00 | 19.96 | |
American Express Company (AXP) | 0.0 | $11k | 250.00 | 44.00 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $19k | 636.00 | 29.87 | |
Johnson & Johnson (JNJ) | 0.0 | $15k | 260.00 | 57.69 | |
Merck & Co | 0.0 | $13k | 400.00 | 32.50 | |
Duke Energy Corporation | 0.0 | $10k | 553.00 | 18.08 | |
General Electric Company | 0.0 | $24k | 1.2k | 20.00 | |
Union Pacific Corporation (UNP) | 0.0 | $26k | 264.00 | 98.48 | |
Medtronic | 0.0 | $12k | 310.00 | 38.71 | |
Liz Claiborne | 0.0 | $11k | 2.0k | 5.50 | |
Rockwell Collins | 0.0 | $20k | 304.00 | 65.79 | |
Lockheed Martin Corporation (LMT) | 0.0 | $14k | 169.00 | 82.84 | |
Nextera Energy (NEE) | 0.0 | $22k | 400.00 | 55.00 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $29k | 425.00 | 68.24 | |
ProLogis | 0.0 | $11k | 675.00 | 16.30 | |
Lowe's Companies (LOW) | 0.0 | $11k | 405.00 | 27.16 | |
Bac Capital Trust Ii | 0.0 | $15k | 600.00 | 25.00 | |
CoStar (CSGP) | 0.0 | $19k | 300.00 | 63.33 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $11k | 200.00 | 55.00 | |
Cedar Fair | 0.0 | $19k | 1.0k | 19.00 | |
Aes Tr Iii pfd cv 6.75% | 0.0 | $10k | 200.00 | 50.00 | |
iShares Russell 2000 Index (IWM) | 0.0 | $10k | 118.00 | 84.75 | |
Glacier Ban (GBCI) | 0.0 | $14k | 937.00 | 14.94 | |
Materials SPDR (XLB) | 0.0 | $24k | 612.00 | 39.22 | |
Giant Interactive | 0.0 | $11k | 1.5k | 7.59 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $13k | 140.00 | 92.86 | |
iShares MSCI Canada Index (EWC) | 0.0 | $12k | 350.00 | 34.29 | |
Tower Ban | 0.0 | $14k | 619.00 | 22.62 | |
McCormick & Company, Incorporated (MKC.V) | 0.0 | $17k | 350.00 | 48.57 | |
BlackRock Ltd. Duration Income Trust (BLW) | 0.0 | $26k | 1.5k | 17.33 | |
John Hancock Investors Trust (JHI) | 0.0 | $22k | 1.0k | 22.00 | |
Barclays Bank Plc Pfd. 6.625% p | 0.0 | $10k | 400.00 | 25.00 | |
Jp Morgan Chase Cap X Pfd preferred | 0.0 | $25k | 1.0k | 25.00 | |
Bank Of America Corpo preferr | 0.0 | $16k | 600.00 | 26.67 | |
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 | $10k | 400.00 | 25.00 | |
General Elec Cap Corp 6.45% preferred | 0.0 | $25k | 1.0k | 25.00 | |
Comcast Corporation (CMCSA) | 0.0 | $102.360000 | 4.00 | 25.59 | |
Time Warner | 0.0 | $2.0k | 66.00 | 30.30 | |
Time Warner Cable Inc cl a | 0.0 | $1.0k | 16.00 | 62.50 | |
Avon Products | 0.0 | $3.0k | 100.00 | 30.00 | |
H&R Block (HRB) | 0.0 | $142.480000 | 8.00 | 17.81 | |
NVIDIA Corporation (NVDA) | 0.0 | $2.0k | 120.00 | 16.67 | |
Teradata Corporation (TDC) | 0.0 | $108.860000 | 2.00 | 54.43 | |
Boeing Company (BA) | 0.0 | $6.0k | 76.00 | 78.95 | |
Directv Group | 0.0 | $9.0k | 195.00 | 46.15 | |
AstraZeneca (AZN) | 0.0 | $8.0k | 164.00 | 48.78 | |
Altria (MO) | 0.0 | $3.0k | 100.00 | 30.00 | |
NCR Corporation (VYX) | 0.0 | $38.600000 | 2.00 | 19.30 | |
Philip Morris International (PM) | 0.0 | $7.0k | 100.00 | 70.00 | |
Schlumberger (SLB) | 0.0 | $4.0k | 45.00 | 88.89 | |
Vodafone | 0.0 | $5.0k | 175.00 | 28.57 | |
Citi | 0.0 | $1.0k | 200.00 | 5.00 | |
Washington Real Estate Investment Trust (ELME) | 0.0 | $8.0k | 265.00 | 30.19 | |
Aol Time Warner | 0.0 | $0 | 6.00 | 0.00 | |
Live Nation Entertainment (LYV) | 0.0 | $3.0k | 300.00 | 10.00 | |
Level 3 Communications | 0.0 | $68.460000 | 42.00 | 1.63 | |
Frontier Communications | 0.0 | $1.0k | 95.00 | 10.53 | |
Medis Technologies | 0.0 | $0 | 200.00 | 0.00 | |
Sirius XM Radio | 0.0 | $4.0k | 2.7k | 1.49 | |
Suburban Propane Partners (SPH) | 0.0 | $6.0k | 100.00 | 60.00 | |
Northgate Minerals | 0.0 | $1.0k | 500.00 | 2.00 | |
DEI Holdings (DEIX) | 0.0 | $2.0k | 1.0k | 1.93 | |
TomoTherapy Incorporated | 0.0 | $5.0k | 1.0k | 5.00 | |
Martha Stewart Living Omnimedia | 0.0 | $122.700000 | 30.00 | 4.09 | |
Diamonds Trust Series I | 0.0 | $6.0k | 50.00 | 120.00 | |
Integrated Health Services | 0.0 | $0 | 5.0k | 0.00 | |
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 | $1.0k | 1.0k | 1.00 | |
Dupont Pfd B p (CTA.PB) | 0.0 | $2.0k | 20.00 | 100.00 | |
Quantum Fuel Systems Technologies | 0.0 | $113.600000 | 40.00 | 2.84 | |
Claymore/SWM Canadian Energy Income ETF | 0.0 | $9.0k | 400.00 | 22.50 | |
Xcorporeal | 0.0 | $0 | 2.00 | 0.00 | |
American Scientific Resources equities | 0.0 | $0 | 1.1k | 0.00 | |
Efotoxpress Inc equities (EFOT) | 0.0 | $0 | 1.0k | 0.00 | |
E Spire Communications Inc equities | 0.0 | $0 | 5.5k | 0.00 | |
Frederick Brewing Co Non-trans equities | 0.0 | $0 | 10.00 | 0.00 |