$1.02 Billion is the total value of Baltimore-Washington Financial Advisors, Inc.'s 161 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 21.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $54,848,798 | -45.3% | 314,861 | -46.5% | 5.36% | -36.4% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $47,252,902 | -3.6% | 177,456 | -0.8% | 4.62% | +12.2% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $33,580,688 | -35.2% | 239,230 | -41.3% | 3.28% | -24.6% |
| AAPL | Sell | APPLE INC | $32,383,647 | -29.6% | 249,240 | -1.9% | 3.17% | -18.0% |
| MSFT | Sell | MICROSOFT CORP | $32,363,925 | +1.4% | 134,951 | -0.9% | 3.16% | +18.0% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $27,863,535 | +20.4% | 197,264 | +17.4% | 2.72% | +40.2% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $25,609,515 | -42.7% | 168,650 | -44.8% | 2.50% | -33.3% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $23,455,302 | +13.6% | 172,657 | +7.6% | 2.29% | +32.2% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $23,083,376 | +3.7% | 43,539 | -0.7% | 2.26% | +20.7% |
| TXN | Sell | TEXAS INSTRS INC | $21,106,064 | +5.0% | 127,745 | -1.2% | 2.06% | +22.2% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $21,062,718 | -35.6% | 194,647 | -39.2% | 2.06% | -25.0% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $20,527,171 | -58.5% | 273,004 | -57.6% | 2.01% | -51.7% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $20,139,806 | +2.7% | 82,887 | -1.1% | 1.97% | +19.6% |
| V | Sell | VISA INC | $18,687,875 | -43.7% | 89,746 | -49.2% | 1.83% | -34.5% |
| SYK | Sell | STRYKER CORPORATION | $18,407,039 | +19.4% | 75,288 | -0.5% | 1.80% | +39.0% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $17,833,039 | -8.2% | 200,981 | -0.6% | 1.74% | +6.9% |
| BX | Sell | BLACKSTONE INC | $17,733,052 | -12.6% | 239,022 | -1.0% | 1.73% | +1.8% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $17,652,593 | +14.1% | 74,964 | -0.2% | 1.73% | +32.8% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $17,588,730 | +12.0% | 334,577 | +4.5% | 1.72% | +30.3% |
| LGLV | Buy | SPDR SER TRssga us lrg etf | $17,499,167 | +19.8% | 129,021 | +23.6% | 1.71% | +39.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $17,221,494 | +5.1% | 45,031 | -0.7% | 1.68% | +22.4% |
| HD | Buy | HOME DEPOT INC | $16,004,758 | +4.6% | 50,670 | +1.2% | 1.56% | +21.8% |
| COST | Sell | COSTCO WHSL CORP NEW | $15,577,543 | -4.3% | 34,124 | -0.4% | 1.52% | +11.4% |
| AMZN | Sell | AMAZON COM INC | $14,891,016 | -27.1% | 177,274 | -1.7% | 1.46% | -15.2% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $14,736,896 | +11.6% | 143,649 | -1.0% | 1.44% | +29.9% |
| JPM | Sell | JPMORGAN CHASE & CO | $14,642,562 | +26.6% | 109,192 | -1.0% | 1.43% | +47.3% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $14,172,831 | -48.0% | 69,539 | -50.2% | 1.39% | -39.4% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $13,709,904 | -12.6% | 35,684 | +8.6% | 1.34% | +1.7% |
| NVDA | Sell | NVIDIA CORPORATION | $12,654,916 | +18.1% | 86,595 | -1.9% | 1.24% | +37.6% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $12,004,837 | -7.9% | 8,652 | +0.4% | 1.17% | +7.2% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $11,859,992 | +3.1% | 109,744 | +0.6% | 1.16% | +20.1% |
| SDY | Buy | SPDR SER TRs&p divid etf | $11,853,361 | +59.6% | 94,744 | +44.2% | 1.16% | +85.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $11,713,797 | +14.9% | 37,921 | +0.6% | 1.15% | +33.7% |
| SCHW | Sell | SCHWAB CHARLES CORP | $11,141,742 | +13.0% | 133,818 | -1.8% | 1.09% | +31.6% |
| BLK | Sell | BLACKROCK INC | $11,031,903 | +26.7% | 15,568 | -1.0% | 1.08% | +47.6% |
| INMD | Sell | INMODE LTD | $10,547,958 | +21.8% | 295,461 | -0.7% | 1.03% | +41.8% |
| BKNG | Sell | BOOKING HOLDINGS INC | $10,122,747 | +20.6% | 5,023 | -0.8% | 0.99% | +40.4% |
| SBUX | Buy | STARBUCKS CORP | $10,077,243 | +17.8% | 101,585 | +0.1% | 0.99% | +37.3% |
| ANET | Sell | ARISTA NETWORKS INC | $9,781,320 | +6.4% | 80,604 | -1.0% | 0.96% | +24.0% |
| IWR | Sell | ISHARES TRrus mid cap etf | $9,737,739 | +3.7% | 144,370 | -2.9% | 0.95% | +20.7% |
| IYG | Buy | ISHARES TRu.s. fin svc etf | $9,462,339 | +22.7% | 60,071 | +17.1% | 0.92% | +42.7% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $9,041,547 | +21.8% | 26,867 | +0.4% | 0.88% | +41.7% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $8,990,667 | -46.1% | 56,617 | -49.2% | 0.88% | -37.2% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $8,547,282 | -9.8% | 190,024 | -15.8% | 0.84% | +5.0% |
| AMN | Sell | AMN HEALTHCARE SVCS INC | $8,063,659 | -3.8% | 78,425 | -0.8% | 0.79% | +12.1% |
| DIS | Sell | DISNEY WALT CO | $7,777,261 | -57.6% | 89,517 | -53.9% | 0.76% | -50.6% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $7,708,220 | -2.5% | 152,126 | +6.1% | 0.75% | +13.6% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $7,615,991 | +4.0% | 51,151 | -1.7% | 0.74% | +21.1% |
| PFF | Sell | ISHARES TRpfd and incm sec | $7,565,299 | -20.6% | 247,799 | -16.1% | 0.74% | -7.6% |
| IBTD | Buy | ISHARES TRibonds 23 trm ts | $7,475,401 | +1435.0% | 302,648 | +1482.6% | 0.73% | +1682.9% |
| HASI | Buy | HANNON ARMSTRONG SUST INFR C | $7,410,918 | -3.3% | 255,725 | +0.5% | 0.72% | +12.6% |
| NKE | Sell | NIKE INCcl b | $7,306,443 | +35.0% | 62,443 | -3.3% | 0.72% | +57.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $6,541,115 | -8.7% | 74,137 | +0.7% | 0.64% | +6.3% |
| IBTE | Buy | ISHARES TRibonds 24 trm ts | $6,536,952 | +2779.7% | 274,051 | +2784.7% | 0.64% | +3263.2% |
| CPRT | Buy | COPART INC | $6,483,506 | +13.4% | 106,479 | +98.1% | 0.63% | +32.1% |
| VOO | Sell | VANGUARD INDEX FDS | $6,084,528 | -27.1% | 17,318 | -28.2% | 0.60% | -15.1% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $5,887,252 | +3.4% | 62,206 | +5.1% | 0.58% | +20.5% |
| EFIV | Buy | SPDR SER TRs&p 500 esg etf | $5,845,684 | +18.1% | 158,938 | +27.4% | 0.57% | +37.5% |
| IBDP | New | ISHARES TRibonds dec24 etf | $5,405,266 | – | 221,345 | +100.0% | 0.53% | – |
| PYPL | Sell | PAYPAL HLDGS INC | $5,104,371 | -20.3% | 71,671 | -3.7% | 0.50% | -7.2% |
| CG | Sell | CARLYLE GROUP INC | $5,051,713 | -4.3% | 169,293 | -16.0% | 0.49% | +11.3% |
| CRM | Sell | SALESFORCE INC | $4,924,260 | -14.4% | 37,139 | -5.7% | 0.48% | -0.2% |
| FINX | Sell | GLOBAL X FDSfintech etf | $4,603,714 | -12.8% | 239,154 | -7.3% | 0.45% | +1.6% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $4,571,470 | +8.9% | 10,325 | -1.2% | 0.45% | +26.6% |
| IBDO | New | ISHARES TRibonds dec23 etf | $4,560,683 | – | 182,209 | +100.0% | 0.45% | – |
| ARCC | Sell | ARES CAPITAL CORP | $4,222,136 | +8.5% | 228,594 | -0.8% | 0.41% | +26.3% |
| SPSB | Sell | SPDR SER TRportfolio short | $4,200,162 | -17.3% | 142,960 | -14.2% | 0.41% | -3.7% |
| YETI | Sell | YETI HLDGS INC | $3,956,259 | -46.5% | 95,770 | -53.3% | 0.39% | -37.7% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $3,955,205 | -39.2% | 78,883 | -38.7% | 0.39% | -29.3% |
| IBHD | Buy | ISHARES TRibonds 24 trm hg | $3,886,298 | +1297.9% | 171,128 | +1269.0% | 0.38% | +1552.2% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $3,860,287 | +164.6% | 81,630 | +187.4% | 0.38% | +207.3% |
| TGT | Buy | TARGET CORP | $3,728,981 | +31.4% | 25,020 | +32.1% | 0.36% | +53.4% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $3,730,694 | +266.1% | 67,683 | +259.8% | 0.36% | +324.4% |
| FB | Sell | META PLATFORMS INCcl a | $3,305,286 | -54.1% | 27,466 | -47.7% | 0.32% | -46.5% |
| HSY | Buy | HERSHEY CO | $3,206,087 | +68.7% | 13,845 | +60.5% | 0.31% | +96.2% |
| IBB | Sell | ISHARES TRishares biotech | $3,114,550 | +9.6% | 23,723 | -2.4% | 0.30% | +27.6% |
| MMTM | Buy | SPDR SER TRs&p1500momtilt | $2,986,578 | +20.9% | 17,867 | +13.7% | 0.29% | +41.1% |
| RCL | Sell | ROYAL CARIBBEAN GROUP | $2,960,031 | +18.6% | 59,883 | -9.1% | 0.29% | +37.6% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $2,837,830 | +3.9% | 95,582 | -9.7% | 0.28% | +21.4% |
| PINS | Sell | PINTEREST INCcl a | $2,829,227 | -2.3% | 116,525 | -6.4% | 0.28% | +14.0% |
| CHWY | Sell | CHEWY INCcl a | $2,774,752 | +14.3% | 74,832 | -5.3% | 0.27% | +32.8% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $2,350,309 | -1.1% | 36,287 | -3.3% | 0.23% | +15.0% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $1,937,159 | -17.9% | 49,811 | -27.2% | 0.19% | -4.5% |
| USHY | Sell | ISHARES TRbroad usd high | $1,745,468 | -24.7% | 50,549 | -26.7% | 0.17% | -12.3% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,680,649 | +25.0% | 7,887 | +68.7% | 0.16% | +45.1% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $1,644,637 | -4.3% | 15,613 | -12.6% | 0.16% | +11.8% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $1,620,640 | -5.4% | 49,170 | -11.0% | 0.16% | +9.7% |
| SMAR | Sell | SMARTSHEET INC | $1,572,314 | +5.6% | 39,947 | -7.9% | 0.15% | +23.2% |
| XOM | Buy | EXXON MOBIL CORP | $1,458,174 | +26.7% | 13,220 | +0.2% | 0.14% | +47.4% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $1,440,299 | -29.3% | 38,959 | -33.3% | 0.14% | -17.5% |
| IBHC | Buy | ISHARES TRibonds 23 trm hg | $1,133,647 | +284.3% | 48,302 | +281.7% | 0.11% | +344.0% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $1,073,802 | +275.5% | 8,909 | +271.4% | 0.10% | +337.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,072,663 | +176.5% | 6,152 | +160.9% | 0.10% | +218.2% |
| IBDQ | New | ISHARES TRibonds dec25 etf | $1,049,408 | – | 43,150 | +100.0% | 0.10% | – |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $980,288 | -16.1% | 23,066 | -22.2% | 0.10% | -2.0% |
| SOFI | Sell | SOFI TECHNOLOGIES INC | $916,367 | -7.7% | 198,778 | -2.4% | 0.09% | +8.4% |
| NULG | Sell | NUSHARES ETF TRnuveen esg lrgcp | $924,510 | -3.9% | 18,910 | -9.4% | 0.09% | +11.1% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $866,447 | -14.9% | 11,994 | -19.8% | 0.08% | -1.2% |
| SDG | Buy | ISHARES TRmsci gbl sus dev | $852,070 | +147.7% | 10,798 | +122.0% | 0.08% | +186.2% |
| TSLA | Sell | TESLA INC | $710,995 | -66.0% | 5,772 | -6.3% | 0.07% | -60.2% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $640,363 | -5.4% | 2,989 | -7.1% | 0.06% | +10.5% |
| PSK | Buy | SPDR SER TRice pfd sec etf | $628,273 | -96.9% | 19,143 | +902.8% | 0.06% | -96.4% |
| LMT | Buy | LOCKHEED MARTIN CORP | $556,545 | +29.7% | 1,144 | +3.0% | 0.05% | +50.0% |
| MKC | Sell | MCCORMICK & CO INC | $539,448 | +7.5% | 6,508 | -7.7% | 0.05% | +26.2% |
| IBTF | New | ISHARES TRibonds 25 trm ts | $530,202 | – | 22,776 | +100.0% | 0.05% | – |
| AB | Sell | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $491,285 | -25.1% | 14,294 | -23.6% | 0.05% | -12.7% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $481,814 | -62.1% | 9,736 | -62.5% | 0.05% | -56.1% |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $484,008 | -89.3% | 10,720 | 0.0% | 0.05% | -87.7% | |
| KO | Sell | COCA COLA CO | $442,007 | -23.0% | 6,949 | -0.5% | 0.04% | -10.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $399,321 | +43.1% | 2,635 | +18.9% | 0.04% | +69.6% |
| MRK | Sell | MERCK & CO INC | $357,328 | +28.5% | 3,221 | -0.2% | 0.04% | +52.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $340,761 | -13.3% | 1,929 | -18.7% | 0.03% | 0.0% |
| D | Buy | DOMINION ENERGY INC | $337,164 | -10.6% | 5,498 | +0.7% | 0.03% | +3.1% |
| CSX | Sell | CSX CORP | $330,526 | -3.1% | 10,669 | -16.8% | 0.03% | +10.3% |
| PFE | Sell | PFIZER INC | $294,317 | +17.3% | 5,744 | -0.2% | 0.03% | +38.1% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $298,593 | +1.2% | 4,150 | -0.3% | 0.03% | +16.0% |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $275,122 | – | 1,439 | +100.0% | 0.03% | – |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $278,473 | -18.8% | 3,752 | -26.1% | 0.03% | -6.9% |
| MMM | Sell | 3M CO | $274,759 | +3.7% | 2,291 | -4.1% | 0.03% | +22.7% |
| AXP | Sell | AMERICAN EXPRESS CO | $275,111 | +5.4% | 1,862 | -4.1% | 0.03% | +22.7% |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $261,703 | – | 5,060 | +100.0% | 0.03% | – |
| EXC | EXELON CORP | $264,784 | +15.6% | 6,125 | 0.0% | 0.03% | +36.8% | |
| ROK | ROCKWELL AUTOMATION INC | $261,434 | +19.9% | 1,015 | 0.0% | 0.03% | +44.4% | |
| PEP | New | PEPSICO INC | $264,123 | – | 1,462 | +100.0% | 0.03% | – |
| IEFA | Sell | ISHARES TRcore msci eafe | $268,504 | +11.0% | 4,356 | -5.4% | 0.03% | +30.0% |
| WMT | Sell | WALMART INC | $250,549 | +1.8% | 1,767 | -13.0% | 0.02% | +19.0% |
| MDYV | Sell | SPDR SER TRs&p 400 mdcp val | $260,498 | -11.7% | 4,025 | -21.2% | 0.02% | 0.0% |
| FAN | Sell | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $233,751 | +6.7% | 13,496 | -7.1% | 0.02% | +27.8% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $238,333 | -72.9% | 3,155 | -48.7% | 0.02% | -68.9% |
| ESML | Sell | ISHARES TResg aware msci | $236,933 | -13.2% | 7,206 | -19.1% | 0.02% | 0.0% |
| BA | New | BOEING CO | $227,255 | – | 1,193 | +100.0% | 0.02% | – |
| T | Buy | AT&T INC | $210,702 | +30.9% | 11,445 | +8.8% | 0.02% | +50.0% |
| GVP | Exit | GSE SYSTEMS INC COM | $0 | – | -10,258 | -100.0% | -0.00% | – |
| IEF | Exit | ISHARES 7-10 YEAR TRSURY (IEF)7-10 yr trsy bd | $0 | – | -247 | -100.0% | -0.02% | – |
| FM | Exit | ISHARES MSCI FRONTIER (FM)msci frontier | $0 | – | -1,076 | -100.0% | -0.02% | – |
| SCHG | Exit | SCHWAB US LARGE CAP (SCHG)us lcap gr etf | $0 | – | -462 | -100.0% | -0.02% | – |
| OUNZ | Exit | VANECK MERK GOLD ETFgold trust | $0 | – | -16,000 | -100.0% | -0.02% | – |
| SCHP | Exit | SCHWAB US TIPS ETF (SCHP)us tips etf | $0 | – | -558 | -100.0% | -0.02% | – |
| HYS | Exit | PIMCO 0-5 YEAR HIGH YLD (HYS)0-5 high yield | $0 | – | -321 | -100.0% | -0.02% | – |
| XLK | Exit | SELECT SECTOR SPDR TRUST TECHNOLOGY ETFtechnology | $0 | – | -542 | -100.0% | -0.02% | – |
| BKLN | Exit | INVESCO SENIOR LOAN ETF (BKLN)sr ln etf | $0 | – | -1,466 | -100.0% | -0.02% | – |
| BAC | Exit | BANK OF AMERICA CORPORATION COM | $0 | – | -5,229 | -100.0% | -0.02% | – |
| VZ | Exit | VERIZON COMMUNICATIONS COM | $0 | – | -6,120 | -100.0% | -0.03% | – |
| GLTR | Exit | ABRDN PHYSICAL PREC MTL (GLTR)physcl precs met | $0 | – | -459 | -100.0% | -0.03% | – |
| COMB | Exit | GRTSHRS BLMBRG CMDT STRT (COMB) | $0 | – | -1,743 | -100.0% | -0.04% | – |
| VNQ | Exit | VANGUARD REAL ESTATE ETFreal estate etf | $0 | – | -5,881 | -100.0% | -0.04% | – |
| SPGM | Exit | SPDR PORT MSCI GLBL STCK (SPGM)portfli msci gbl | $0 | – | -1,299 | -100.0% | -0.05% | – |
| SCHB | Exit | SCHWAB US BROAD MARKET (SCHB)us brd mkt etf | $0 | – | -1,506 | -100.0% | -0.05% | – |
| ICSH | Exit | BLACKROCK ULTRA SHORT (ICSH)blackrock ultra | $0 | – | -1,480 | -100.0% | -0.06% | – |
| SCHH | Exit | SCHWAB STRATEGIC TR US REIT ETFus reit etf | $0 | – | -6,500 | -100.0% | -0.07% | – |
| BND | Exit | VANGUARD TOTAL BND MRKT ETFtotal bnd mrkt | $0 | – | -14,147 | -100.0% | -0.09% | – |
| SCHF | Exit | SCHWAB STRATEGIC TR INTL EQTY ETFintl eqty etf | $0 | – | -4,260 | -100.0% | -0.10% | – |
| SCHM | Exit | CHARLES SCHWAB US MC (SCHM)us mid-cap etf | $0 | – | -2,964 | -100.0% | -0.14% | – |
| SCHA | Exit | SCHWAB STRATEGIC TR US SML CAP ETFus sml cap etf | $0 | – | -11,690 | -100.0% | -0.15% | – |
| SPOT | Exit | SPOTIFY TECHNOLOGY S.A. COM | $0 | – | -30,320 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-09
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.