Baltimore Washington Financial Advisors, Inc. Purchases in Q1 2025

Baltimore Washington Financial Advisors, Inc.

  • $1.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTNT
Fortinet, Inc.

Technology
79.9K
+ 120.93%
$92.49 - $114.57 $7.39M - $9.15M
146K $14M
CRWD
Crowd Strike Holdings, Inc.

Technology
18.6K
+ 415.11%
$308.86 - $455.36 $5.75M - $8.48M
23.1K $8.15M
AVGO
Broadcom Inc.

Technology
35.4K
+ 1734.95%
$167.43 - $244.7 $5.93M - $8.67M
37.5K $6.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.19K
+ 3.99%
$442.66 - $534.52 $969K - $1.17M
57K $30.4M
UBER
Uber Technologies, Inc

Technology
14K
+ 4.09%
$63.17 - $81.49 $883K - $1.14M
356K $25.9M
KKR
Kkr & Co. Inc.

Financial Services
45.4K
New
$108.17 - $167.07 $4.92M - $7.59M
45.4K $5.25M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.12K
+ 6.02%
$275.89 - $345.24 $859K - $1.08M
54.9K $18.9M
V
Visa Inc.

Financial Services
1.46K
+ 1.65%
$306.92 - $362.71 $447K - $528K
89.9K $31.5M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
143K
+ 15.51%
$23.33 - $23.71 $3.34M - $3.39M
1.07M $24.9M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.29K
+ 1.01%
$142.8 - $176.36 $184K - $228K
129K $22.3M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
86.6K
+ 15.85%
N/A
633K $15M
COST
Costco Wholesale Corp

Consumer Defensive
653
+ 1.61%
$890.62 - $1076.86 $582K - $703K
41.2K $39M
VTV
Vanguard Value ETF

ETFs
4.54K
+ 1.79%
$167.73 - $179.21 $761K - $813K
258K $44.5M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
63.6K
+ 11.84%
$21.77 - $22.25 $1.39M - $1.42M
601K $13.4M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
50K
+ 5.88%
$24.79 - $25.26 $1.24M - $1.26M
900K $22.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.69K
+ 2.39%
$126.11 - $135.06 $970K - $1.04M
330K $42.5M
SYK
Stryker Corp

Healthcare
1.56K
+ 2.28%
$355.18 - $399.9 $553K - $622K
69.7K $25.9M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
58.1K
+ 13.45%
$23.13 - $23.41 $1.34M - $1.36M
490K $11.4M
JPM
Jpmorgan Chase & CO

Financial Services
2.59K
+ 2.23%
$225.19 - $279.95 $583K - $725K
119K $29.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5.23K
+ 3.32%
$128.74 - $138.67 $673K - $725K
163K $22.1M
SO
Southern CO

Utilities
3.91K
+ 4.56%
$80.96 - $92.96 $316K - $363K
89.5K $8.23M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
34.7K
+ 7.75%
$22.77 - $22.94 $790K - $796K
483K $11.1M
IBHE
Ishares Ibonds 2025 Term High

ETFs
36.1K
+ 205.42%
$23.16 - $23.32 $835K - $841K
53.6K $1.25M
IYG
Ishares Tr

ETFs
6.82K
+ 1.75%
$74.6 - $84.81 $508K - $578K
397K $31.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.92K
New
$408.78 - $448.82 $783K - $859K
1.92K $804K
PGR
Progressive Corp

Financial Services
2.56K
New
$235.61 - $291.22 $602K - $744K
2.56K $723K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
27K
+ 6.35%
$25.05 - $25.16 $677K - $680K
452K $11.4M
IGRO
Ishares Tr International Divid

ETFs
2.1K
+ 1.72%
$66.91 - $73.87 $141K - $155K
125K $9.02M
VIG
Vanguard Dividend Appreciation

ETFs
2.91K
+ 1.0%
N/A
293K $53.3M
ARCC
Ares Capital Corp

Financial Services
16.4K
+ 3.66%
$21.28 - $23.81 $348K - $389K
463K $10.3M
TJX
Tjx Companies Inc

Consumer Cyclical
3.71K
New
$112.81 - $126.16 $418K - $468K
3.71K $451K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
17.4K
+ 4.28%
$23.29 - $23.38 $405K - $407K
424K $9.92M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.53K
New
$71.17 - $73.66 $393K - $407K
5.53K $405K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
14.9K
New
$23.15 - $23.78 $344K - $353K
14.9K $345K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
14.7K
New
$22.61 - $23.14 $333K - $340K
14.7K $340K
ABBV
Abb Vie Inc.

Healthcare
1.5K
New
$169.2 - $216.66 $253K - $324K
1.5K $313K
VTI
Vanguard Total Stock Market Et

ETFs
1.31K
+ 30.24%
$271.18 - $303.12 $356K - $397K
5.65K $1.55M
RKLB
Rocket Lab Usa, Inc.

Industrials
13.1K
New
$17.12 - $31.57 $224K - $414K
13.1K $234K
VEA
Vanguard Ftse Developed Market

ETFs
3.96K
New
$47.4 - $52.99 $188K - $210K
3.96K $201K
RACE
Ferrari N.V.

Consumer Cyclical
363
+ 3.49%
$413.73 - $508.15 $150K - $184K
10.8K $4.61M
IBM
International Business Machines Corp

Technology
150
+ 12.76%
$217.4 - $264.74 $32.6K - $39.7K
1.33K $329K
LLY
Eli Lilly & CO

Healthcare
17
+ 2.04%
$725.72 - $929.72 $12.3K - $15.8K
849 $701K
KO
Coca Cola CO

Consumer Defensive
228
+ 5.23%
$60.81 - $72.32 $13.9K - $16.5K
4.59K $328K
SPOT
Spotify Technology S.A.

Communication Services
9
+ 1.78%
$457.79 - $648.32 $4.12K - $5.83K
515 $283K
CPRT
Copart Inc

Consumer Cyclical
3.55K
+ 1.6%
$52.3 - $59.83 $185K - $212K
225K $12.8M
BAC
Bank Of America Corp

Financial Services
934
+ 10.35%
$39.61 - $47.74 $37K - $44.6K
9.96K $415K
PEP
Pepsico Inc

Consumer Defensive
80
+ 5.3%
$142.64 - $156.42 $11.4K - $12.5K
1.59K $238K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
211
+ 3.65%
$36.63 - $37.45 $7.73K - $7.9K
5.99K $220K
Blackrock Inc
397
+ 2.64%
N/A
15.4K $0
Activity Summary
Buys All Purchases 84 New Holdings 11 Increased Positions 73 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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