$1.24 Billion is the total value of Baltimore-Washington Financial Advisors, Inc.'s 145 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 21.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $67,483,958 | -3.2% | 344,851 | +0.3% | 5.46% | -1.7% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $60,107,329 | -4.7% | 167,771 | -1.7% | 4.86% | -3.2% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $44,784,914 | -4.8% | 316,077 | +0.6% | 3.62% | -3.3% |
| MSFT | Sell | MICROSOFT CORP | $36,863,470 | -8.0% | 116,749 | -0.8% | 2.98% | -6.6% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $36,120,532 | -0.8% | 232,466 | +3.7% | 2.92% | +0.7% |
| AAPL | Sell | APPLE INC | $33,493,888 | -13.2% | 195,630 | -1.6% | 2.71% | -11.8% |
| LGLV | Buy | SPDR SER TRssga us lrg etf | $32,299,267 | -0.8% | 241,896 | +4.5% | 2.61% | +0.8% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $28,564,561 | -6.6% | 207,094 | -3.8% | 2.31% | -5.1% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $26,558,007 | -2.8% | 206,292 | +0.2% | 2.15% | -1.3% |
| NVDA | Sell | NVIDIA CORPORATION | $25,990,027 | +1.5% | 59,749 | -1.3% | 2.10% | +3.1% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $25,559,876 | +10.5% | 193,856 | +1.3% | 2.07% | +12.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $25,515,174 | +1.3% | 59,416 | +5.1% | 2.06% | +2.9% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $24,781,759 | -3.3% | 880,347 | +910.3% | 2.00% | -1.8% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $24,289,603 | +5.7% | 354,904 | +9.3% | 1.96% | +7.4% |
| AMZN | Buy | AMAZON COM INC | $23,295,260 | -1.3% | 183,254 | +1.2% | 1.88% | +0.2% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $22,896,153 | +0.9% | 221,604 | +3.6% | 1.85% | +2.5% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $19,251,740 | -13.5% | 396,943 | +0.7% | 1.56% | -12.2% |
| BX | Buy | BLACKSTONE INC | $18,453,882 | +15.2% | 172,241 | +0.0% | 1.49% | +17.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $18,102,291 | -2.0% | 42,347 | +1.7% | 1.46% | -0.4% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $18,096,752 | +4.5% | 344,766 | +8.4% | 1.46% | +6.1% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $17,833,955 | +5.3% | 300,843 | +8.4% | 1.44% | +7.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $17,736,632 | +7.9% | 31,394 | +2.9% | 1.44% | +9.6% |
| V | Buy | VISA INC | $17,683,312 | -3.0% | 76,881 | +0.1% | 1.43% | -1.5% |
| TXN | Buy | TEXAS INSTRS INC | $17,179,449 | -11.3% | 108,040 | +0.4% | 1.39% | -9.9% |
| IYG | Buy | ISHARES TRu.s. fin svc etf | $17,043,566 | +0.4% | 110,214 | +2.6% | 1.38% | +1.9% |
| SDY | Buy | SPDR SER TRs&p divid etf | $16,927,962 | -5.8% | 147,187 | +0.4% | 1.37% | -4.3% |
| SYK | Sell | STRYKER CORPORATION | $16,110,642 | -10.4% | 58,955 | -0.0% | 1.30% | -9.0% |
| EFIV | Buy | SPDR SER TRs&p 500 esg etf | $14,592,093 | -0.4% | 351,685 | +3.4% | 1.18% | +1.2% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $14,263,586 | -13.2% | 7,787 | +1.4% | 1.15% | -11.8% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $13,939,232 | +2.4% | 27,647 | -2.4% | 1.13% | +4.0% |
| IBTE | Buy | ISHARES TRibonds 24 trm ts | $13,902,394 | +1.8% | 583,154 | +1.6% | 1.12% | +3.4% |
| BKNG | Buy | BOOKING HOLDINGS INC | $13,755,422 | +16.5% | 4,460 | +2.0% | 1.11% | +18.3% |
| VOO | Buy | VANGUARD INDEX FDS | $13,597,103 | +31.4% | 34,625 | +36.3% | 1.10% | +33.5% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $13,483,665 | +25.0% | 68,598 | +16.8% | 1.09% | +26.9% |
| ADBE | Sell | ADOBE INC | $13,407,531 | -0.2% | 26,294 | -4.3% | 1.08% | +1.4% |
| IBTD | Sell | ISHARES TRibonds 23 trm ts | $13,165,483 | -3.8% | 530,438 | -3.8% | 1.06% | -2.3% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $12,838,552 | -2.6% | 116,693 | +0.1% | 1.04% | -1.0% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $12,479,956 | -3.9% | 113,785 | +0.7% | 1.01% | -2.4% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $12,437,428 | -5.0% | 59,726 | +0.4% | 1.01% | -3.5% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $12,277,009 | -16.3% | 61,065 | +0.4% | 0.99% | -15.1% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $12,103,566 | -2.2% | 34,552 | -4.8% | 0.98% | -0.7% |
| IBDO | Sell | ISHARES TRibonds dec23 etf | $11,312,569 | -2.0% | 446,079 | -2.3% | 0.92% | -0.5% |
| HD | Buy | HOME DEPOT INC | $11,057,654 | -1.9% | 36,595 | +0.9% | 0.90% | -0.3% |
| JPM | Sell | JPMORGAN CHASE & CO | $10,968,676 | -0.7% | 75,636 | -0.4% | 0.89% | +0.9% |
| IBDP | Sell | ISHARES TRibonds dec24 etf | $10,640,223 | -1.0% | 430,256 | -1.5% | 0.86% | +0.6% |
| ANET | Sell | ARISTA NETWORKS INC | $9,849,268 | +10.9% | 53,549 | -2.3% | 0.80% | +12.6% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $8,288,394 | -2.2% | 51,968 | +1.4% | 0.67% | -0.6% |
| Buy | ON HLDG AGnamen akt a | $8,132,843 | -7.0% | 292,338 | +10.3% | 0.66% | -5.6% | |
| IBHD | Buy | ISHARES TRibonds 24 trm hg | $8,094,617 | +2.2% | 348,906 | +1.7% | 0.66% | +3.8% |
| UBER | Buy | UBER TECHNOLOGIES INC | $8,074,142 | +266.4% | 175,563 | +243.9% | 0.65% | +271.0% |
| BLK | Buy | BLACKROCK INC | $7,877,606 | -2.5% | 12,185 | +4.3% | 0.64% | -1.1% |
| SCHW | Buy | SCHWAB CHARLES CORP | $7,835,148 | +0.7% | 142,717 | +3.9% | 0.63% | +2.3% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $7,830,949 | -10.9% | 83,017 | -5.8% | 0.63% | -9.4% |
| SBUX | Buy | STARBUCKS CORP | $7,723,097 | -6.8% | 84,618 | +1.1% | 0.62% | -5.3% |
| INMD | Buy | INMODE LTD | $7,589,322 | -12.7% | 249,157 | +7.1% | 0.61% | -11.3% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $7,582,048 | -2.6% | 150,857 | +1.0% | 0.61% | -1.0% |
| FB | Buy | META PLATFORMS INCcl a | $7,342,344 | +24.1% | 24,457 | +18.6% | 0.59% | +25.8% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $7,254,890 | +14.4% | 139,867 | +20.0% | 0.59% | +16.2% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $7,177,493 | +3.3% | 26,358 | +7.4% | 0.58% | +4.9% |
| ARCC | Buy | ARES CAPITAL CORP | $6,849,331 | +5.4% | 351,789 | +1.7% | 0.55% | +6.9% |
| CPRT | Buy | COPART INC | $6,670,461 | -2.6% | 154,803 | +106.2% | 0.54% | -1.1% |
| IBTF | Buy | ISHARES TRibonds 25 trm ts | $6,504,285 | +2.4% | 281,815 | +2.6% | 0.53% | +4.0% |
| MMTM | Buy | SPDR SER TRs&p1500momtilt | $6,497,261 | +0.6% | 36,257 | +4.1% | 0.53% | +2.1% |
| IBHC | Buy | ISHARES TRibonds 23 trm hg | $6,222,460 | +3.4% | 263,217 | +3.3% | 0.50% | +4.8% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $6,171,789 | +3.4% | 253,254 | +3.5% | 0.50% | +5.1% |
| RCL | Sell | ROYAL CARIBBEAN GROUP | $6,063,453 | -11.7% | 65,807 | -0.6% | 0.49% | -10.2% |
| IWR | Sell | ISHARES TRrus mid cap etf | $5,993,737 | -6.1% | 86,552 | -1.0% | 0.48% | -4.7% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $5,981,224 | +3.3% | 38,882 | +6.5% | 0.48% | +5.0% |
| DGT | Buy | SPDR SER TRglb dow etf | $5,869,505 | +30.6% | 53,811 | +35.1% | 0.48% | +32.7% |
| IGRO | Buy | ISHARES TRintl div grwth | $5,817,921 | +28.5% | 98,093 | +34.4% | 0.47% | +30.5% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $5,728,728 | +3.1% | 43,778 | -5.7% | 0.46% | +4.7% |
| IDEV | Buy | ISHARES TRcore msci intl | $5,627,863 | +21.0% | 96,566 | +26.9% | 0.46% | +23.0% |
| HSY | Buy | HERSHEY CO | $5,164,065 | -18.9% | 25,810 | +1.2% | 0.42% | -17.7% |
| CRM | Buy | SALESFORCE INC | $5,023,301 | -2.6% | 24,772 | +1.4% | 0.41% | -1.2% |
| SO | New | SOUTHERN CO | $4,635,894 | – | 71,630 | +100.0% | 0.38% | – |
| AMN | Buy | AMN HEALTHCARE SVCS INC | $4,456,447 | -20.6% | 52,318 | +1.8% | 0.36% | -19.2% |
| NKE | Sell | NIKE INCcl b | $4,280,464 | -13.6% | 44,765 | -0.3% | 0.35% | -12.4% |
| HASI | Sell | HANNON ARMSTRONG SUST INFR C | $4,162,326 | -17.7% | 196,336 | -2.9% | 0.34% | -16.4% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $3,507,499 | -13.5% | 34,113 | -4.2% | 0.28% | -12.1% |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $3,116,883 | +13.0% | 390,098 | +18.0% | 0.25% | +14.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,872,088 | +0.8% | 16,250 | +6.8% | 0.23% | +2.2% |
| ABNB | Buy | AIRBNB INC | $2,701,939 | +23.9% | 19,692 | +15.7% | 0.22% | +25.9% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,636,782 | -10.2% | 5,774 | -5.8% | 0.21% | -9.0% |
| PINS | Buy | PINTEREST INCcl a | $2,593,204 | +5.8% | 95,938 | +7.0% | 0.21% | +7.7% |
| SHOP | Buy | SHOPIFY INCcl a | $2,262,363 | +1.6% | 41,458 | +20.3% | 0.18% | +3.4% |
| SGOV | Buy | ISHARES TR0-3 mnth treasry | $2,221,485 | +22.8% | 22,067 | +22.8% | 0.18% | +25.0% |
| IBDR | Buy | ISHARES TRibonds dec2026 | $1,920,029 | +61.5% | 82,281 | +62.4% | 0.16% | +63.2% |
| TY | New | TRI CONTL CORP | $1,520,735 | – | 57,192 | +100.0% | 0.12% | – |
| TSLA | Buy | TESLA INC | $1,498,568 | -3.1% | 5,989 | +1.4% | 0.12% | -1.6% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $1,348,777 | -5.1% | 32,690 | -0.7% | 0.11% | -3.5% |
| XOM | Buy | EXXON MOBIL CORP | $1,334,359 | +10.0% | 11,348 | +0.3% | 0.11% | +11.3% |
| QQQ | Sell | INVESCO QQQ TRput | $1,289,772 | -65.1% | 3,600 | -64.0% | 0.10% | -64.6% |
| IBB | Sell | ISHARES TRishares biotech | $1,117,948 | -11.8% | 9,142 | -8.4% | 0.09% | -10.9% |
| SPY | Sell | SPDR S&P 500 ETF TRput | $1,068,700 | -51.8% | 2,500 | -50.0% | 0.09% | -51.4% |
| SMAR | Buy | SMARTSHEET INC | $1,050,665 | +22.2% | 25,968 | +15.5% | 0.08% | +23.2% |
| NULG | Sell | NUSHARES ETF TRnuveen esg lrgcp | $1,051,934 | -4.5% | 17,541 | -0.9% | 0.08% | -3.4% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $1,035,486 | -20.8% | 33,392 | -16.9% | 0.08% | -19.2% |
| EFA | Buy | ISHARES TRmsci eafe etf | $989,140 | +32.5% | 14,352 | +39.3% | 0.08% | +35.6% |
| IBTG | Sell | ISHARES TRibonds 26 trm ts | $887,300 | -5.1% | 39,488 | -4.4% | 0.07% | -4.0% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $824,761 | -15.1% | 7,905 | -10.6% | 0.07% | -13.0% |
| SPSM | Buy | SPDR SER TRportfolio s&p600 | $813,871 | -4.7% | 22,056 | +0.3% | 0.07% | -2.9% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $802,758 | -2.4% | 3,018 | +1.0% | 0.06% | -1.5% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $754,031 | -27.7% | 10,034 | -27.2% | 0.06% | -26.5% |
| DIS | New | DISNEY WALT CO | $676,795 | – | 8,350 | +100.0% | 0.06% | – |
| IBHF | New | ISHARES TRibonds 2026 term | $590,218 | – | 26,197 | +100.0% | 0.05% | – |
| New | DRAFTKINGS INC NEW | $587,328 | – | 19,950 | +100.0% | 0.05% | – | |
| SOR | New | SOURCE CAP INC | $577,113 | – | 14,955 | +100.0% | 0.05% | – |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $528,012 | +61.0% | 2,486 | +67.0% | 0.04% | +65.4% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $466,510 | -5.6% | 6,367 | -0.9% | 0.04% | -2.6% |
| LLY | New | ELI LILLY & CO | $472,674 | – | 880 | +100.0% | 0.04% | – |
| SPSB | Sell | SPDR SER TRportfolio short | $451,596 | -14.0% | 15,402 | -13.6% | 0.04% | -11.9% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $448,417 | -6.0% | 10,240 | -1.5% | 0.04% | -5.3% |
| PG | Buy | PROCTER AND GAMBLE CO | $409,919 | +5.6% | 2,810 | +9.9% | 0.03% | +6.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $392,193 | -14.2% | 959 | -3.4% | 0.03% | -11.1% |
| KO | Sell | COCA COLA CO | $397,900 | -7.6% | 7,108 | -0.6% | 0.03% | -5.9% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $380,183 | -13.6% | 11,325 | -11.5% | 0.03% | -11.4% |
| USHY | Sell | ISHARES TRbroad usd high | $371,336 | -19.7% | 10,698 | -18.3% | 0.03% | -18.9% |
| TPL | Buy | TEXAS PACIFIC LAND CORPORATI | $371,397 | +38.8% | 204 | +0.5% | 0.03% | +42.9% |
| OUNZ | Buy | VANECK MERK GOLD TRgold trust | $352,576 | +5.3% | 19,708 | +9.5% | 0.03% | +7.4% |
| MRK | Buy | MERCK & CO INC | $347,868 | -3.5% | 3,379 | +8.2% | 0.03% | -3.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $308,908 | +53.2% | 1,983 | +62.8% | 0.02% | +56.2% |
| WELL | WELLTOWER INC | $274,760 | +1.3% | 3,354 | 0.0% | 0.02% | 0.0% | |
| APD | New | AIR PRODS & CHEMS INC | $278,015 | – | 981 | +100.0% | 0.02% | – |
| CSX | Sell | CSX CORP | $274,628 | -19.9% | 8,931 | -11.1% | 0.02% | -18.5% |
| VEA | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $259,784 | -5.3% | 5,942 | 0.0% | 0.02% | -4.5% | |
| D | DOMINION ENERGY INC | $259,128 | -13.7% | 5,801 | 0.0% | 0.02% | -12.5% | |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $256,542 | -3.4% | 5,070 | 0.0% | 0.02% | 0.0% | |
| BAC | New | BANK AMERICA CORP | $257,911 | – | 9,420 | +100.0% | 0.02% | – |
| BMY | BRISTOL-MYERS SQUIBB CO | $241,156 | -9.2% | 4,155 | 0.0% | 0.02% | -4.8% | |
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $250,618 | – | 2,729 | +100.0% | 0.02% | – |
| ROK | ROCKWELL AUTOMATION INC | $232,984 | -13.2% | 815 | 0.0% | 0.02% | -9.5% | |
| MPC | New | MARATHON PETE CORP | $225,418 | – | 1,489 | +100.0% | 0.02% | – |
| TTD | Buy | THE TRADE DESK INC | $219,574 | +1.6% | 2,810 | +0.4% | 0.02% | +5.9% |
| New | CONSTELLATION ENERGY CORP | $224,268 | – | 2,056 | +100.0% | 0.02% | – | |
| QTEC | New | FIRST TR NASDAQ 100 TECH IND | $206,138 | – | 1,419 | +100.0% | 0.02% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $209,110 | – | 504 | +100.0% | 0.02% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $216,198 | – | 1,761 | +100.0% | 0.02% | – |
| EXC | EXELON CORP | $206,749 | -7.2% | 5,471 | 0.0% | 0.02% | -5.6% | |
| BA | Buy | BOEING CO | $202,989 | -7.9% | 1,059 | +1.4% | 0.02% | -11.1% |
| DE | New | DEERE & CO | $203,030 | – | 538 | +100.0% | 0.02% | – |
| FAN | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $184,327 | -17.1% | 12,721 | 0.0% | 0.02% | -16.7% | |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $164,884 | -3.9% | 15,058 | -0.2% | 0.01% | -7.1% |
| MLSS | New | MILESTONE SCIENTIFIC INC | $16,553 | – | 17,992 | +100.0% | 0.00% | – |
| New | DEXCOM INCnote 0.250%11/1 | $10,332 | – | 11,000 | +100.0% | 0.00% | – | |
| CLXPF | New | CYBIN INC | $10,442 | – | 19,650 | +100.0% | 0.00% | – |
| WMT | Exit | WALMART INC | $0 | – | -1,277 | -100.0% | -0.02% | – |
| PSK | Exit | SPDR SER TRice pfd sec etf | $0 | – | -6,214 | -100.0% | -0.02% | – |
| NUE | Exit | NUCOR CORP | $0 | – | -1,307 | -100.0% | -0.02% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -1,151 | -100.0% | -0.02% | – |
| MMM | Exit | 3M CO | $0 | – | -2,147 | -100.0% | -0.02% | – |
| AXP | Exit | AMERICAN EXPRESS CO | $0 | – | -1,262 | -100.0% | -0.02% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -3,268 | -100.0% | -0.02% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -846 | -100.0% | -0.02% | – |
| YETI | Exit | YETI HLDGS INC | $0 | – | -64,509 | -100.0% | -0.20% | – |
| SDG | Exit | ISHARES TRmsci gbl sus dev | $0 | – | -56,951 | -100.0% | -0.36% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -188,397 | -100.0% | -0.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD LARGE CAP ETF | 40 | Q3 2023 | 8.4% |
| APPLE INC COM | 40 | Q3 2023 | 4.7% |
| MICROSOFT CORP COM | 40 | Q3 2023 | 3.8% |
| Vanguard Val Vipers ETF D | 40 | Q3 2023 | 4.4% |
| TEXAS INSTRUMENTS INC COM | 40 | Q3 2023 | 2.9% |
| VANGUARD SHRT TRM CORP BD ETF | 40 | Q3 2023 | 4.2% |
| STRYKER CORPORATION | 40 | Q3 2023 | 2.3% |
| VANGUARD MID CAP ETF | 40 | Q3 2023 | 2.3% |
| LABORATORY CORP OF AMERICA COM | 40 | Q3 2023 | 1.9% |
| SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETF | 40 | Q3 2023 | 2.3% |
View Baltimore-Washington Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-13 |
| 13F-HR/A | 2022-04-08 |
| 13F-HR | 2022-02-14 |
View Baltimore-Washington Financial Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.