$1.26 Billion is the total value of Baltimore-Washington Financial Advisors, Inc.'s 137 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 23.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $69,706,382 | +17.5% | 343,855 | +8.2% | 5.55% | +6.3% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $63,047,092 | +11.9% | 170,665 | -2.8% | 5.02% | +1.2% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $47,034,796 | +44.2% | 314,320 | +39.3% | 3.75% | +30.4% |
| MSFT | Sell | MICROSOFT CORP | $40,071,642 | +2.8% | 117,671 | -13.0% | 3.19% | -7.0% |
| AAPL | Sell | APPLE INC | $38,580,260 | -5.2% | 198,898 | -19.4% | 3.07% | -14.3% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $36,420,171 | +30.7% | 224,220 | +23.9% | 2.90% | +18.2% |
| LGLV | Buy | SPDR SER TRssga us lrg etf | $32,550,170 | +67.0% | 231,492 | +62.5% | 2.59% | +51.0% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $30,580,391 | -6.8% | 215,204 | -9.4% | 2.44% | -15.7% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $27,330,457 | +21.0% | 205,910 | +18.0% | 2.18% | +9.5% |
| RYT | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $25,625,210 | +11.2% | 87,134 | +4.3% | 2.04% | +0.6% |
| NVDA | Sell | NVIDIA CORPORATION | $25,603,936 | +5.5% | 60,527 | -30.7% | 2.04% | -4.5% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $25,196,663 | +64.1% | 56,532 | +51.4% | 2.01% | +48.4% |
| AMZN | Buy | AMAZON COM INC | $23,613,408 | +27.7% | 181,140 | +1.2% | 1.88% | +15.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $23,139,134 | +10.0% | 191,280 | -5.4% | 1.84% | -0.5% |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $22,973,603 | +228.8% | 324,669 | +192.2% | 1.83% | +197.6% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $22,686,915 | +5.0% | 213,886 | +4.4% | 1.81% | -5.0% |
| IHI | Buy | ISHARES TRu.s. med dvc etf | $22,261,617 | +24.6% | 394,290 | +19.2% | 1.77% | +12.8% |
| TXN | Sell | TEXAS INSTRS INC | $19,363,645 | -18.5% | 107,564 | -15.8% | 1.54% | -26.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $18,463,548 | +3.0% | 41,652 | -4.8% | 1.47% | -6.8% |
| V | Sell | VISA INC | $18,237,135 | -10.7% | 76,794 | -15.2% | 1.45% | -19.2% |
| SYK | Sell | STRYKER CORPORATION | $17,987,068 | -16.6% | 58,957 | -21.9% | 1.43% | -24.5% |
| SDY | Buy | SPDR SER TRs&p divid etf | $17,977,337 | +42.1% | 146,658 | +43.4% | 1.43% | +28.5% |
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $17,318,012 | +202.6% | 318,112 | +180.3% | 1.38% | +173.8% |
| IYG | Buy | ISHARES TRu.s. fin svc etf | $16,978,172 | +68.6% | 107,464 | +61.1% | 1.35% | +52.5% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $16,934,746 | +86.9% | 277,573 | +69.6% | 1.35% | +69.0% |
| CMG | Sell | CHIPOTLE MEXICAN GRILL INC | $16,425,781 | +4.2% | 7,679 | -16.7% | 1.31% | -5.7% |
| COST | Sell | COSTCO WHSL CORP NEW | $16,431,563 | -4.0% | 30,520 | -11.4% | 1.31% | -13.1% |
| BX | Sell | BLACKSTONE INC | $16,012,897 | -25.3% | 172,237 | -29.5% | 1.28% | -32.5% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $14,675,796 | -13.7% | 60,812 | -18.0% | 1.17% | -22.0% |
| EFIV | Buy | SPDR SER TRs&p 500 esg etf | $14,643,857 | +107.4% | 340,159 | +89.9% | 1.17% | +87.6% |
| IBTD | Buy | ISHARES TRibonds 23 trm ts | $13,686,853 | +50.8% | 551,667 | +50.8% | 1.09% | +36.2% |
| IBTE | Buy | ISHARES TRibonds 24 trm ts | $13,658,452 | +68.4% | 573,885 | +69.9% | 1.09% | +52.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $13,614,225 | -28.9% | 28,325 | -30.1% | 1.08% | -35.7% |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $13,434,505 | +33.8% | 27,474 | +5.5% | 1.07% | +21.0% |
| ICE | Sell | INTERCONTINENTAL EXCHANGE IN | $13,184,393 | -9.9% | 116,593 | -16.9% | 1.05% | -18.5% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $13,096,197 | -10.3% | 59,485 | -14.0% | 1.04% | -18.9% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $12,989,012 | +9.6% | 113,017 | +4.9% | 1.04% | -0.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $12,377,618 | +3.5% | 36,298 | -6.3% | 0.99% | -6.5% |
| BKNG | Sell | BOOKING HOLDINGS INC | $11,808,511 | -13.1% | 4,373 | -14.6% | 0.94% | -21.3% |
| IBDO | Buy | ISHARES TRibonds dec23 etf | $11,547,020 | +131.1% | 456,584 | +130.2% | 0.92% | +109.1% |
| HD | Sell | HOME DEPOT INC | $11,271,059 | -21.5% | 36,283 | -25.4% | 0.90% | -29.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $11,041,507 | -22.1% | 75,918 | -30.2% | 0.88% | -29.5% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $10,790,675 | +24.9% | 58,744 | +12.9% | 0.86% | +13.0% |
| IBDP | Buy | ISHARES TRibonds dec24 etf | $10,749,357 | +60.1% | 436,611 | +59.9% | 0.86% | +44.8% |
| VOO | Buy | VANGUARD INDEX FDS | $10,347,378 | +59.0% | 25,406 | +46.8% | 0.82% | +43.8% |
| ANET | Sell | ARISTA NETWORKS INC | $8,880,564 | -36.5% | 54,798 | -34.2% | 0.71% | -42.5% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $8,785,068 | +39.0% | 88,159 | +34.9% | 0.70% | +25.7% |
| New | ON HLDG AGnamen akt a | $8,749,356 | – | 265,132 | +100.0% | 0.70% | – | |
| INMD | Sell | INMODE LTD | $8,689,291 | -8.2% | 232,645 | -21.5% | 0.69% | -17.0% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $8,472,845 | -0.8% | 51,226 | -4.7% | 0.68% | -10.2% |
| SBUX | Sell | STARBUCKS CORP | $8,288,065 | -23.4% | 83,667 | -19.5% | 0.66% | -30.7% |
| BLK | Sell | BLACKROCK INC | $8,077,190 | -21.8% | 11,687 | -24.3% | 0.64% | -29.2% |
| IBHD | Buy | ISHARES TRibonds 24 trm hg | $7,919,423 | +68.5% | 343,129 | +68.8% | 0.63% | +52.4% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $7,781,916 | -14.3% | 149,336 | -20.9% | 0.62% | -22.5% |
| SCHW | Buy | SCHWAB CHARLES CORP | $7,783,325 | +10.1% | 137,321 | +1.8% | 0.62% | -0.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $6,947,410 | +199.2% | 24,553 | +163.8% | 0.55% | +171.6% |
| RCL | Buy | ROYAL CARIBBEAN GROUP | $6,867,476 | +59.5% | 66,199 | +0.4% | 0.55% | +44.3% |
| CPRT | Sell | COPART INC | $6,848,046 | -13.4% | 75,080 | -28.6% | 0.55% | -21.6% |
| ARCC | Buy | ARES CAPITAL CORP | $6,499,081 | +52.5% | 345,880 | +48.3% | 0.52% | +38.1% |
| MMTM | Buy | SPDR SER TRs&p1500momtilt | $6,460,368 | +96.9% | 34,823 | +79.3% | 0.52% | +78.2% |
| IWR | Sell | ISHARES TRrus mid cap etf | $6,384,264 | -34.9% | 87,420 | -37.6% | 0.51% | -41.0% |
| HSY | Buy | HERSHEY CO | $6,369,848 | +73.8% | 25,510 | +77.1% | 0.51% | +57.3% |
| IBTF | Buy | ISHARES TRibonds 25 trm ts | $6,354,343 | +24.8% | 274,723 | +26.9% | 0.51% | +12.7% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $6,344,448 | +23.0% | 116,604 | +20.9% | 0.50% | +11.2% |
| IBHC | Buy | ISHARES TRibonds 23 trm hg | $6,020,284 | +336.5% | 254,773 | +336.2% | 0.48% | +296.7% |
| IBDQ | Buy | ISHARES TRibonds dec25 etf | $5,967,454 | +200.3% | 244,768 | +202.1% | 0.48% | +171.4% |
| FB | Sell | META PLATFORMS INCcl a | $5,918,396 | +0.7% | 20,623 | -25.6% | 0.47% | -8.7% |
| PFF | Sell | ISHARES TRpfd and incm sec | $5,827,114 | -17.8% | 188,397 | -17.0% | 0.46% | -25.6% |
| IWY | Buy | ISHARES TRrus tp200 gr etf | $5,790,617 | +260.6% | 36,520 | +215.9% | 0.46% | +227.0% |
| AMN | Sell | AMN HEALTHCARE SVCS INC | $5,610,078 | -11.6% | 51,412 | -32.8% | 0.45% | -20.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $5,558,150 | -27.6% | 46,434 | -37.2% | 0.44% | -34.5% |
| CRM | Sell | SALESFORCE INC | $5,159,286 | -31.1% | 24,422 | -34.8% | 0.41% | -37.6% |
| HASI | Sell | HANNON ARMSTRONG SUST INFR C | $5,055,742 | -29.7% | 202,230 | -19.6% | 0.40% | -36.3% |
| NKE | Sell | NIKE INCcl b | $4,956,136 | -31.6% | 44,905 | -24.0% | 0.40% | -38.1% |
| IDEV | New | ISHARES TRcore msci intl | $4,649,456 | – | 76,071 | +100.0% | 0.37% | – |
| IGRO | New | ISHARES TRintl div grwth | $4,526,494 | – | 72,984 | +100.0% | 0.36% | – |
| SDG | Buy | ISHARES TRmsci gbl sus dev | $4,501,977 | +203.4% | 56,951 | +203.9% | 0.36% | +174.0% |
| DGT | New | SPDR SER TRglb dow etf | $4,495,101 | – | 39,836 | +100.0% | 0.36% | – |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $4,057,246 | -13.4% | 35,618 | -25.5% | 0.32% | -21.8% |
| QQQ | INVESCO QQQ TRput | $3,694,200 | +15.1% | 10,000 | 0.0% | 0.29% | +3.9% | |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,934,794 | -40.5% | 6,128 | -43.0% | 0.23% | -46.1% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,850,107 | +89.3% | 15,219 | +80.4% | 0.23% | +70.7% |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $2,757,922 | +123.1% | 330,686 | +62.4% | 0.22% | +101.8% |
| YETI | Sell | YETI HLDGS INC | $2,505,529 | -20.8% | 64,509 | -18.5% | 0.20% | -28.3% |
| PINS | Sell | PINTEREST INCcl a | $2,450,320 | -19.1% | 89,624 | -19.3% | 0.20% | -27.0% |
| SPY | Sell | SPDR S&P 500 ETF TRput | $2,216,400 | -43.0% | 5,000 | -47.4% | 0.18% | -48.4% |
| SHOP | New | SHOPIFY INCcl a | $2,226,180 | – | 34,461 | +100.0% | 0.18% | – |
| UBER | New | UBER TECHNOLOGIES INC | $2,203,872 | – | 51,051 | +100.0% | 0.18% | – |
| ABNB | New | AIRBNB INC | $2,181,411 | – | 17,021 | +100.0% | 0.17% | – |
| SGOV | New | ISHARES TR0-3 mnth treasry | $1,809,026 | – | 17,977 | +100.0% | 0.14% | – |
| TSLA | Buy | TESLA INC | $1,546,276 | +29.1% | 5,907 | +2.3% | 0.12% | +17.1% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $1,421,931 | -29.9% | 32,915 | -33.9% | 0.11% | -36.9% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $1,307,229 | -55.7% | 40,173 | -56.3% | 0.10% | -60.0% |
| IBB | Sell | ISHARES TRishares biotech | $1,266,905 | -56.3% | 9,979 | -55.5% | 0.10% | -60.4% |
| XOM | Sell | EXXON MOBIL CORP | $1,212,941 | -11.8% | 11,309 | -9.8% | 0.10% | -19.8% |
| IBDR | New | ISHARES TRibonds dec2026 | $1,189,225 | – | 50,670 | +100.0% | 0.10% | – |
| NULG | Sell | NUSHARES ETF TRnuveen esg lrgcp | $1,101,179 | +4.8% | 17,701 | -6.1% | 0.09% | -5.4% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,042,881 | -92.5% | 13,784 | -92.4% | 0.08% | -93.2% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $970,912 | -40.6% | 8,839 | -42.5% | 0.08% | -46.5% |
| IBTG | New | ISHARES TRibonds 26 trm ts | $935,196 | – | 41,289 | +100.0% | 0.08% | – |
| SMAR | Sell | SMARTSHEET INC | $860,085 | -52.7% | 22,480 | -40.9% | 0.07% | -56.9% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $854,312 | -39.6% | 21,996 | -41.3% | 0.07% | -45.6% |
| IWF | ISHARES TRrus 1000 grw etf | $822,513 | +12.6% | 2,989 | 0.0% | 0.07% | +3.1% | |
| EFA | ISHARES TRmsci eafe etf | $746,750 | +1.4% | 10,300 | 0.0% | 0.06% | -9.2% | |
| SPSB | Sell | SPDR SER TRportfolio short | $524,880 | -85.9% | 17,829 | -85.8% | 0.04% | -87.2% |
| SLYG | Sell | SPDR SER TRs&p 600 smcp grw | $494,237 | -40.0% | 6,422 | -42.5% | 0.04% | -46.6% |
| SPMD | Sell | SPDR SER TRportfolio s&p400 | $476,935 | -51.2% | 10,393 | -53.3% | 0.04% | -55.8% |
| USHY | Sell | ISHARES TRbroad usd high | $462,186 | -70.8% | 13,093 | -70.6% | 0.04% | -73.6% |
| LMT | Sell | LOCKHEED MARTIN CORP | $457,157 | -15.1% | 993 | -12.8% | 0.04% | -23.4% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $440,022 | -72.9% | 12,799 | -73.1% | 0.04% | -75.5% |
| KO | Sell | COCA COLA CO | $430,733 | -3.9% | 7,153 | -1.0% | 0.03% | -12.8% |
| PG | Buy | PROCTER AND GAMBLE CO | $388,011 | +20.1% | 2,557 | +17.7% | 0.03% | +10.7% |
| MRK | Sell | MERCK & CO INC | $360,401 | +6.8% | 3,123 | -1.5% | 0.03% | -3.3% |
| CSX | Sell | CSX CORP | $342,671 | +7.3% | 10,049 | -5.8% | 0.03% | -3.6% |
| OUNZ | Buy | VANECK MERK GOLD TRgold trust | $334,800 | +0.7% | 18,000 | +3.4% | 0.03% | -6.9% |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $327,997 | – | 1,489 | +100.0% | 0.03% | – |
| D | Buy | DOMINION ENERGY INC | $300,430 | -6.6% | 5,801 | +0.9% | 0.02% | -14.3% |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $274,401 | – | 5,942 | +100.0% | 0.02% | – |
| WELL | Sell | WELLTOWER INC | $271,305 | -28.8% | 3,354 | -36.9% | 0.02% | -35.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $265,713 | -7.6% | 4,155 | +0.1% | 0.02% | -16.0% |
| SCHX | Sell | SCHWAB STRATEGIC TRus lrg cap etf | $265,516 | -48.8% | 5,070 | -52.7% | 0.02% | -54.3% |
| TPL | TEXAS PACIFIC LAND CORPORATI | $267,647 | -22.4% | 203 | 0.0% | 0.02% | -30.0% | |
| ROK | Sell | ROCKWELL AUTOMATION INC | $268,502 | -9.9% | 815 | -19.7% | 0.02% | -19.2% |
| MCD | Sell | MCDONALDS CORP | $252,507 | +5.2% | 846 | -1.4% | 0.02% | -4.8% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $237,332 | +2.6% | 3,268 | +3.4% | 0.02% | -5.0% |
| FAN | Sell | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $222,236 | -7.8% | 12,721 | -5.7% | 0.02% | -14.3% |
| BA | Sell | BOEING CO | $220,451 | -13.0% | 1,044 | -12.5% | 0.02% | -18.2% |
| EXC | Sell | EXELON CORP | $222,889 | -13.1% | 5,471 | -10.7% | 0.02% | -21.7% |
| AXP | AMERICAN EXPRESS CO | $219,840 | +5.6% | 1,262 | 0.0% | 0.02% | 0.0% | |
| PSK | Sell | SPDR SER TRice pfd sec etf | $207,983 | -61.2% | 6,214 | -60.7% | 0.02% | -63.8% |
| TTD | New | THE TRADE DESK INC | $216,216 | – | 2,800 | +100.0% | 0.02% | – |
| MMM | Sell | 3M CO | $214,956 | -18.9% | 2,147 | -14.8% | 0.02% | -26.1% |
| NUE | Buy | NUCOR CORP | $214,295 | +6.3% | 1,307 | +0.2% | 0.02% | -5.6% |
| PEP | Buy | PEPSICO INC | $213,132 | +1.7% | 1,151 | +0.1% | 0.02% | -5.6% |
| WMT | New | WALMART INC | $200,725 | – | 1,277 | +100.0% | 0.02% | – |
| JNJ | Sell | JOHNSON & JOHNSON | $201,606 | -39.0% | 1,218 | -42.9% | 0.02% | -44.8% |
| PGX | Buy | INVESCO EXCH TRADED FD TR IIpfd etf | $171,519 | +0.6% | 15,085 | +1.6% | 0.01% | -6.7% |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -2 | -100.0% | 0.00% | – |
| RIO | Exit | RIO TINTO PLCsponsored adr | $0 | – | -2,992 | -100.0% | -0.02% | – |
| ARKK | Exit | ARK ETF TRput | $0 | – | -5,000 | -100.0% | -0.02% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -3,015 | -100.0% | -0.02% | – |
| PFE | Exit | PFIZER INC | $0 | – | -5,729 | -100.0% | -0.02% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -1,484 | -100.0% | -0.02% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -682 | -100.0% | -0.02% | – |
| ESML | Exit | ISHARES TResg aware msci | $0 | – | -7,216 | -100.0% | -0.02% | – |
| AB | Exit | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $0 | – | -6,809 | -100.0% | -0.02% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -1,908 | -100.0% | -0.02% | – |
| MDYV | Exit | SPDR SER TRs&p 400 mdcp val | $0 | – | -3,907 | -100.0% | -0.02% | – |
| T | Exit | AT&T INC | $0 | – | -14,445 | -100.0% | -0.02% | – |
| IBHE | Exit | ISHARES TRibonds 25 trm hg | $0 | – | -19,355 | -100.0% | -0.04% | – |
| CHWY | Exit | CHEWY INCcl a | $0 | – | -72,783 | -100.0% | -0.24% | – |
| FINX | Exit | GLOBAL X FDSfintech etf | $0 | – | -215,396 | -100.0% | -0.40% | – |
| TGT | Exit | TARGET CORP | $0 | – | -27,338 | -100.0% | -0.40% | – |
| CG | Exit | CARLYLE GROUP INC | $0 | – | -151,832 | -100.0% | -0.42% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -68,306 | -100.0% | -0.46% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -81,930 | -100.0% | -0.72% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-09
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 | 2024-05-08 |
| 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 |
| 13F-HR | 2022-05-13 |
| 13F-HR/A | 2022-04-08 |
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.