$1.14 Billion is the total value of Baltimore-Washington Financial Advisors, Inc.'s 127 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 18.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Buy | INVESCO QQQ TRUST UNIT SER 1 ETFunit ser 1 | $50,025,000 | +5.9% | 139,751 | +4.8% | 4.40% | +0.2% |
| VV | Buy | VANGUARD LARGE CAP ETFlarge cap etf | $46,751,000 | +5.4% | 232,685 | +5.3% | 4.12% | -0.3% |
| MSFT | Buy | MICROSOFT CORP COM | $38,024,000 | +5.0% | 134,875 | +0.9% | 3.35% | -0.6% |
| AAPL | Buy | APPLE INC COM | $33,729,000 | +4.0% | 238,372 | +0.7% | 2.97% | -1.5% |
| BX | New | BLACKSTONE INC COM | $28,575,000 | – | 245,623 | +100.0% | 2.52% | – |
| GOOG | Buy | ALPHABET INC COM CL Ccap stk cl c | $26,307,000 | +8.1% | 9,870 | +1.7% | 2.32% | +2.3% |
| AMZN | Buy | AMAZON COM INC COM | $26,148,000 | -2.2% | 7,960 | +2.5% | 2.30% | -7.4% |
| TXN | Buy | TEXAS INSTRUMENTS INC COM | $24,435,000 | +1.3% | 127,129 | +1.4% | 2.15% | -4.1% |
| INMD | Buy | INMODE LTD COM | $23,717,000 | +73.5% | 148,743 | +3.0% | 2.09% | +64.2% |
| PYPL | Buy | PAYPAL HOLDINGS INC COM | $21,154,000 | -9.9% | 81,296 | +0.9% | 1.86% | -14.7% |
| FB | Buy | FACEBOOK INC COM CL Acl a | $21,057,000 | +0.4% | 62,044 | +2.8% | 1.85% | -5.0% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD TR S&P500 EQL TEC ETFs&p500 eql tec | $20,805,000 | +4.6% | 72,187 | +5.3% | 1.83% | -1.0% |
| LH | Buy | LABORATORY CORP AMER HLDGS COM | $20,104,000 | +4.5% | 71,433 | +2.5% | 1.77% | -1.1% |
| VTV | Buy | VANGUARD VALUE ETFvalue etf | $19,862,000 | +2.5% | 146,729 | +4.1% | 1.75% | -2.9% |
| XLV | Buy | SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETFsbi healthcare | $19,848,000 | +4.2% | 155,916 | +3.1% | 1.75% | -1.4% |
| VCSH | Sell | VANGUARD SHRT TRM CORP BD ETFshrt trm corp bd | $19,587,000 | -2.2% | 237,682 | -1.8% | 1.72% | -7.4% |
| IHI | Buy | ISHARES TRUST U.S. MED DVC ETFu.s. med dvc etf | $19,574,000 | +9.7% | 311,796 | +531.2% | 1.72% | +3.9% |
| SYK | Buy | STRYKER CORP COM | $19,418,000 | +3.7% | 73,633 | +2.1% | 1.71% | -1.8% |
| V | Buy | VISA INC COM CL A | $19,318,000 | -3.3% | 86,777 | +1.6% | 1.70% | -8.4% |
| NVDA | Buy | NVIDIA CORP COM | $18,881,000 | +4.7% | 91,144 | +304.4% | 1.66% | -1.0% |
| VIG | Buy | VANGUARD DIV APP ETFdiv app etf | $18,767,000 | +8.1% | 122,185 | +9.0% | 1.65% | +2.3% |
| SPY | Buy | SPDR S&P500 ETF TRUST TR UNIT ETFtr unit | $17,826,000 | +1.1% | 41,538 | +0.8% | 1.57% | -4.3% |
| JPM | Buy | JP MORGAN CHASE & CO COM | $17,708,000 | +9.4% | 108,185 | +3.9% | 1.56% | +3.5% |
| DIS | Buy | WALT DISNEY COMPANY (THE) COM | $17,442,000 | -2.4% | 103,106 | +1.5% | 1.54% | -7.6% |
| FINX | Buy | GLOBAL X FDS FINTECH ETFfintech etf | $17,221,000 | +5.8% | 358,640 | +5.0% | 1.52% | +0.1% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE INC COM | $16,267,000 | +0.6% | 141,680 | +4.0% | 1.43% | -4.8% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETFs&p500 eql wgt | $16,090,000 | +5.9% | 107,397 | +6.5% | 1.42% | +0.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC COM | $16,083,000 | +1.2% | 41,162 | +3.7% | 1.42% | -4.3% |
| VO | Buy | VANGUARD MID CAP ETFmid cap etf | $15,884,000 | +0.8% | 67,090 | +1.1% | 1.40% | -4.5% |
| HD | Buy | HOME DEPOT INC COM | $15,637,000 | +8.1% | 47,637 | +5.1% | 1.38% | +2.4% |
| ADBE | Buy | ADOBE INC COM | $14,896,000 | -0.1% | 25,873 | +1.7% | 1.31% | -5.4% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL COM | $14,262,000 | +22.6% | 7,847 | +4.6% | 1.26% | +16.1% |
| COST | Buy | COSTCO WHOLESALE CORP COM | $14,153,000 | +21.1% | 31,496 | +6.6% | 1.25% | +14.6% |
| IJT | Sell | ISHARES TRUST S&P SML 600 GWT ETFs&p sml 600 gwt | $13,706,000 | -2.5% | 105,400 | -0.6% | 1.21% | -7.7% |
| PFF | Buy | ISHARES TRUST PFD AND INCM SEC ETFpfd and incm sec | $13,526,000 | +9.6% | 348,534 | +11.1% | 1.19% | +3.7% |
| HASI | Buy | HANNON ARMSTRONG SUSTAINABLE I COM USD0.01 | $13,001,000 | -2.3% | 243,112 | +2.6% | 1.14% | -7.5% |
| BLK | Buy | BLACKROCK INC COM | $12,613,000 | +1.0% | 15,040 | +5.4% | 1.11% | -4.4% |
| IWR | Buy | ISHARES TRUST RUS MID CAP ETFrus mid cap etf | $11,751,000 | -1.2% | 150,239 | +0.1% | 1.04% | -6.4% |
| BND | Sell | VANGUARD TOTAL BND MRKT ETFtotal bnd mrkt | $11,705,000 | -0.7% | 136,985 | -0.2% | 1.03% | -6.0% |
| BKNG | Buy | BOOKING HOLDINGS INC COM | $11,565,000 | +11.9% | 4,872 | +3.1% | 1.02% | +5.8% |
| CRM | Buy | SALESFORCE.COM INC COM | $11,556,000 | +19.4% | 42,608 | +7.5% | 1.02% | +12.9% |
| JNJ | Sell | JOHNSON & JOHNSON COM | $11,473,000 | -2.5% | 71,045 | -0.5% | 1.01% | -7.8% |
| IBB | Sell | ISHARES TRUST ISHARES BIOTECHNOLOGY ETFishares biotech | $11,385,000 | -1.7% | 70,420 | -0.5% | 1.00% | -7.1% |
| SPLG | Buy | SPDR SERIES TRUST PORTFOLIO S&P 500 ETFportfolio s&p500 | $11,332,000 | +0.4% | 224,574 | +0.1% | 1.00% | -5.0% |
| BABA | Sell | ALIBABA GROUP HOLDING LTD ADR SPONSOREDsponsored ads | $10,428,000 | -39.4% | 70,439 | -7.1% | 0.92% | -42.6% |
| SBUX | Buy | STARBUCKS CORP COM | $10,182,000 | +1.6% | 92,305 | +3.0% | 0.90% | -4.0% |
| NKE | Buy | NIKE INC COM CL Bcl b | $10,157,000 | -1.7% | 69,941 | +4.5% | 0.89% | -7.1% |
| LGLV | Buy | SPDR SERIES TRUST SSGA US LRG ETFssga us lrg etf | $9,974,000 | +9.1% | 74,768 | +8.8% | 0.88% | +3.2% |
| GOOGL | Sell | ALPHABET INC COM CL Acap stk cl a | $9,762,000 | +8.0% | 3,651 | -1.4% | 0.86% | +2.3% |
| SCHW | Buy | SCHWAB (CHARLES) CORP COM | $9,478,000 | +3.9% | 130,129 | +3.8% | 0.84% | -1.6% |
| MKC | Sell | MCCORMICK & COMPANY INC COM | $9,458,000 | -8.7% | 116,727 | -0.5% | 0.83% | -13.6% |
| VYM | Buy | VANGUARD HIGH DIV YLD ETFhigh div yld | $9,444,000 | +7.2% | 91,378 | +8.7% | 0.83% | +1.6% |
| IYG | Sell | ISHARES TRUST U.S. FIN SVC ETFu.s. fin svc etf | $9,356,000 | +1.5% | 49,720 | -0.1% | 0.82% | -4.0% |
| YETI | Buy | YETI HOLDINGS INC COM | $8,713,000 | -4.5% | 101,681 | +2.3% | 0.77% | -9.7% |
| AMN | Buy | AMN HEALTHCARE SERVICES INC COM | $8,418,000 | +20.9% | 73,361 | +2.1% | 0.74% | +14.4% |
| IVV | Buy | ISHARES TRUST CORE S&P500 ETFcore s&p500 etf | $8,390,000 | +11.9% | 19,474 | +11.7% | 0.74% | +5.9% |
| VBR | Buy | VANGUARD SM CP VAL ETFsm cp val etf | $7,569,000 | +37.4% | 44,718 | +41.0% | 0.67% | +30.1% |
| PINS | Buy | PINTEREST INC COM CL Acl a | $7,291,000 | -34.5% | 725,142,379 | +513820.9% | 0.64% | -38.0% |
| MAR | Buy | MARRIOTT INTERNATIONAL INC COM CL Acl a | $7,290,000 | +14.1% | 49,230 | +5.2% | 0.64% | +8.1% |
| CPRT | Buy | COPART INC COM | $7,253,000 | +9.9% | 52,288 | +4.5% | 0.64% | +4.1% |
| SPOT | Buy | SPOTIFY TECHNOLOGY S.A. COM | $6,974,000 | -14.4% | 30,948 | +4.7% | 0.61% | -19.0% |
| ANET | Buy | ARISTA NETWORKS INC COM | $6,911,000 | -3.1% | 20,113 | +2.1% | 0.61% | -8.4% |
| SPYG | Buy | SPDR SERIES TRUST PRTFLO S&P500 GW ETFprtflo s&p500 gw | $6,601,000 | +14.5% | 103,114 | +12.6% | 0.58% | +8.4% |
| RCL | Buy | ROYAL CARIBBEAN GROUP COM | $6,537,000 | +6.0% | 73,495 | +1.6% | 0.58% | +0.3% |
| CHWY | Buy | CHEWY INC COM CL Acl a | $6,492,000 | -11.7% | 95,331 | +3.4% | 0.57% | -16.4% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSOREDsponsored ads | $6,042,000 | -1.5% | 54,116 | +6.0% | 0.53% | -6.8% |
| SPSB | Buy | SPDR SERIES TRUST PORTFOLIO SHORT ETFportfolio short | $5,902,000 | +0.1% | 188,880 | +0.3% | 0.52% | -5.1% |
| IJR | Buy | ISHARES TRUST CORE S&P SCP ETFcore s&p scp etf | $5,866,000 | -2.6% | 53,727 | +0.8% | 0.52% | -7.9% |
| SPAB | Sell | SPDR SERIES TRUST PORTFOLIO AGRGTE ETFportfolio agrgte | $5,743,000 | -3.7% | 192,406 | -3.2% | 0.51% | -8.8% |
| SDY | Buy | SPDR SERIES TRUST S&P DIVID ETFs&p divid etf | $5,506,000 | -1.7% | 46,847 | +2.2% | 0.48% | -6.9% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETFutser1 s&pdcrp | $5,170,000 | -2.6% | 10,753 | -0.6% | 0.46% | -7.9% |
| RKT | Buy | ROCKET COMPANIES INC COM CL A | $4,788,000 | -15.6% | 298,563 | +1.9% | 0.42% | -20.1% |
| NFLX | Buy | NETFLIX INC COM | $4,695,000 | +76.5% | 7,694 | +52.8% | 0.41% | +67.2% |
| SPDW | Sell | SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETFportfolio devlpd | $4,146,000 | -3.3% | 114,506 | -1.7% | 0.36% | -8.5% |
| USHY | Buy | ISHARES TRUST BROAD USD HIGH ETFbroad usd high | $3,253,000 | +4.9% | 78,399 | +5.4% | 0.29% | -1.0% |
| SMAR | New | SMARTSHEET INC COM CL A | $3,138,000 | – | 45,598 | +100.0% | 0.28% | – |
| SPSM | Sell | SPDR SERIES TRUST PORTFOLIO S&P 600 SM CAP ETFportfolio s&p600 | $2,778,000 | -3.5% | 65,219 | -0.4% | 0.24% | -8.6% |
| SPYV | Sell | SPDR SERIES TRUST PRTFLO S&P500 VL ETFprtflo s&p500 vl | $2,766,000 | -2.0% | 70,940 | -0.6% | 0.24% | -7.2% |
| VOO | Buy | VANGUARD S&P 500 ETF SHS | $2,658,000 | +5.9% | 6,740 | +5.7% | 0.23% | 0.0% |
| CG | Buy | CARLYLE GROUP INC COM | $2,602,000 | +111.0% | 55,038 | +107.5% | 0.23% | +99.1% |
| SPEM | Sell | SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETFportfolio emg mk | $2,505,000 | -7.6% | 58,922 | -1.2% | 0.22% | -12.3% |
| EFIV | Buy | SPDR SERIES TRUST S&P 500 ESG ETFs&p 500 esg etf | $2,417,000 | +22.3% | 59,934 | +21.7% | 0.21% | +15.8% |
| IWS | Buy | ISHARES TRUST RUS MDCP VAL ETFrus mdcp val etf | $2,181,000 | -1.4% | 19,261 | +0.1% | 0.19% | -6.8% |
| BFLY | Buy | BUTTERFLY NETWORK INC COM CL A | $2,183,000 | -17.2% | 209,144 | +14.9% | 0.19% | -21.6% |
| MMTM | Buy | SPDR SERIES TRUST S&P1500MOMTILT ETFs&p1500momtilt | $1,751,000 | +14.0% | 9,565 | +13.0% | 0.15% | +7.7% |
| TSLA | Sell | TESLA INC COM | $1,563,000 | +10.3% | 2,016 | -3.4% | 0.14% | +4.5% |
| SPMD | Sell | SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETFportfolio s&p400 | $1,480,000 | -2.3% | 32,083 | -0.0% | 0.13% | -7.8% |
| SLYG | Buy | SPDR SERIES TRUST S&P 600 SMCP GRW ETFs&p 600 smcp grw | $1,163,000 | +10.4% | 13,356 | +12.6% | 0.10% | +4.1% |
| PSK | Sell | SPDR SERIES TRUST ICE PREFERRED SECURITIES ETFice pfd sec etf | $1,164,000 | -2.1% | 26,785 | -0.4% | 0.10% | -8.1% |
| CSX | Sell | CSX CORP COM | $1,135,000 | -9.6% | 38,186 | -2.4% | 0.10% | -14.5% |
| NULG | NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETFnuveen esg lrgcp | $993,000 | +1.4% | 15,176 | 0.0% | 0.09% | -4.4% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC COM CL Bcl b new | $882,000 | -6.6% | 3,234 | -4.8% | 0.08% | -11.4% |
| XOM | Buy | EXXON MOBIL CORPORATION COM | $767,000 | -6.6% | 13,054 | +0.2% | 0.07% | -10.5% |
| VTEB | Buy | VANGUARD TAX EXEMPT BD ETFtax exempt bd | $747,000 | +1.9% | 13,643 | +2.8% | 0.07% | -2.9% |
| BA | Sell | BOEING CO COM | $454,000 | -14.0% | 2,066 | -6.3% | 0.04% | -18.4% |
| SLYV | Sell | SPDR SERIES TRUST S&P 600 SMCP VAL ETFs&p 600 smcp val | $441,000 | -4.5% | 5,390 | -0.1% | 0.04% | -9.3% |
| JPST | New | JP MORGAN ETF TRUST ULTRA SHRT INC ETFultra shrt inc | $442,000 | – | 8,730 | +100.0% | 0.04% | – |
| MMM | Buy | 3M COMPANY COM | $446,000 | -8.0% | 2,543 | +4.1% | 0.04% | -13.3% |
| SSNC | Buy | SS&C TECHNOLOGIES HOLDINGS INC COM | $418,000 | +28.6% | 6,036 | +33.7% | 0.04% | +23.3% |
| IWF | ISHARES TRUST RUS 1000 GRW ETFrus 1000 grw etf | $422,000 | +1.0% | 1,540 | 0.0% | 0.04% | -5.1% | |
| XITK | New | SPDR SERIES TRUST FACTST INV ETFfactst inv etf | $373,000 | – | 1,731 | +100.0% | 0.03% | – |
| XNTK | Sell | SPDR SERIES TRUST NYSE TECH ETFnyse tech etf | $355,000 | -2.2% | 2,273 | -0.6% | 0.03% | -8.8% |
| VZ | Buy | VERIZON COMMUNICATIONS COM | $336,000 | +34.9% | 6,222 | +39.9% | 0.03% | +30.4% |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $330,000 | -11.5% | 5,592 | 0.0% | 0.03% | -17.1% | |
| SQ | New | SQUARE INC COM CL Acl a | $331,000 | – | 1,382 | +100.0% | 0.03% | – |
| EXC | Sell | EXELON CORP COM | $324,000 | +2.9% | 6,712 | -5.6% | 0.03% | 0.0% |
| IEFA | Sell | ISHARES TRUST CORE MSCI EAFE ETFcore msci eafe | $322,000 | -4.2% | 4,347 | -3.3% | 0.03% | -9.7% |
| AXP | AMERICAN EXPRESS CO COM | $314,000 | +1.3% | 1,879 | 0.0% | 0.03% | -3.4% | |
| MDYV | Sell | SPDR SERIES TRUST S&P 400 MDCP VAL ETFs&p 400 mdcp val | $322,000 | -3.9% | 4,873 | -1.9% | 0.03% | -9.7% |
| VNQ | Sell | VANGUARD REAL ESTATE ETFreal estate etf | $297,000 | -3.9% | 2,924 | -3.7% | 0.03% | -10.3% |
| KO | Buy | COCA-COLA CO COM | $272,000 | -2.9% | 5,189 | +0.1% | 0.02% | -7.7% |
| D | Sell | DOMINION ENERGY INC COM | $257,000 | -5.9% | 3,528 | -5.1% | 0.02% | -8.0% |
| SOFI | New | SOFI TECHNOLOGIES INC COM | $246,000 | – | 15,540 | +100.0% | 0.02% | – |
| MDYG | Sell | SPDR SERIES TRUST S&P 400 MDCP GRW ETFs&p 400 mdcp grw | $245,000 | -3.5% | 3,244 | -1.3% | 0.02% | -8.3% |
| KIE | Sell | SPDR SERIES TRUST S&P INS ETFs&p ins etf | $250,000 | -2.0% | 6,626 | -0.0% | 0.02% | -8.3% |
| T | Sell | AT&T INC COM | $241,000 | -18.3% | 8,952 | -12.8% | 0.02% | -22.2% |
| XHE | New | SPDR SERIES TRUST HLTH CR EQUIP ETFhlth cr equip | $235,000 | – | 1,880 | +100.0% | 0.02% | – |
| PEP | Sell | PEPSICO INC COM | $243,000 | -5.1% | 1,615 | -6.6% | 0.02% | -12.5% |
| PG | Sell | PROCTER & GAMBLE CO COM | $238,000 | -9.2% | 1,709 | -12.0% | 0.02% | -12.5% |
| BAC | New | BANK OF AMERICA CORPORATION COM | $240,000 | – | 5,667 | +100.0% | 0.02% | – |
| BSY | New | BENTLEY SYSTEMS INC COM CL B | $242,000 | – | 4,001 | +100.0% | 0.02% | – |
| VOX | New | VANGUARD COMM SRVC ETF | $227,000 | – | 1,617 | +100.0% | 0.02% | – |
| ROK | ROCKWELL AUTOMATION INC COM | $224,000 | +2.8% | 765 | 0.0% | 0.02% | 0.0% | |
| PSA | New | PUBLIC STORAGE COM USD0.10 | $214,000 | – | 721 | +100.0% | 0.02% | – |
| MRK | MERCK & CO INC COM | $217,000 | -3.6% | 2,900 | 0.0% | 0.02% | -9.5% | |
| CMCSA | New | COMCAST CORP COM CL Acl a | $208,000 | – | 3,727 | +100.0% | 0.02% | – |
| AEG | New | AEGON N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $198,000 | – | 39,038 | +100.0% | 0.02% | – |
| MA | Exit | MASTERCARD INCORPORATED COM CL Acl a | $0 | – | -550 | -100.0% | -0.02% | – |
| ARCC | Exit | ARES CAPITAL CORP COM | $0 | – | -10,764 | -100.0% | -0.02% | – |
| BNDX | Exit | VANGUARD INTL BD IDX ETFintl bd idx etf | $0 | – | -3,730 | -100.0% | -0.02% | – |
| TTD | Exit | Trade Desk Inc (The) A | $0 | – | -2,800 | -100.0% | -0.02% | – |
| VEA | Exit | VANGUARD FTSE DEV MKT ETFftse dev mkt etf | $0 | – | -1,732 | -100.0% | -0.02% | – |
| AGG | Exit | ISHARES TRUST CORE US AGGBD ET ETFcore us aggbd et | $0 | – | -2,104 | -100.0% | -0.02% | – |
| PNC | Exit | PNC FINANCIAL SERVICES GROUP COM | $0 | – | -1,461 | -100.0% | -0.03% | – |
| VTI | Exit | VANGUARD TOTAL STK MKT ETFtotal stk mkt | $0 | – | -1,770 | -100.0% | -0.04% | – |
| UTZ | Exit | UTZ BRANDS INC COM CL A | $0 | – | -99,959 | -100.0% | -0.20% | – |
| PETQ | Exit | PETIQ INC COM CL A | $0 | – | -109,469 | -100.0% | -0.39% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-20
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.