| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD LARGE CAP ETF | 43 | Q2 2024 | 8.4% |
| MICROSOFT CORP COM | 43 | Q2 2024 | 3.8% |
| APPLE INC COM | 43 | Q2 2024 | 4.7% |
| Vanguard Val Vipers ETF D | 43 | Q2 2024 | 4.4% |
| TEXAS INSTRUMENTS INC COM | 43 | Q2 2024 | 2.9% |
| VANGUARD SHRT TRM CORP BD ETF | 43 | Q2 2024 | 4.2% |
| STRYKER CORPORATION | 43 | Q2 2024 | 2.3% |
| SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETF | 43 | Q2 2024 | 2.3% |
| VANGUARD MID CAP ETF | 43 | Q2 2024 | 2.3% |
| ISHARES TRUST RUS MID CAP ETF | 43 | Q2 2024 | 1.7% |
View Baltimore-Washington Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-05-08 |
| 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 |
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.