Baltimore Washington Financial Advisors, Inc. Purchases in Q4 2024

Baltimore Washington Financial Advisors, Inc.

  • $1.85 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
4.79K
+ 2.21%
$180.88 - $232.93 $867K - $1.12M
222K $48.7M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
335K
+ 165.58%
$21.81 - $22.48 $7.31M - $7.53M
537K $11.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.6K
+ 1.93%
$481.22 - $538.17 $1.73M - $1.94M
190K $97.2M
GOOG
Alphabet Inc.

Communication Services
2.99K
+ 1.41%
$163.08 - $198.16 $487K - $592K
214K $40.8M
SOFI
So Fi Technologies, Inc.

Financial Services
67.8K
+ 12.91%
$7.63 - $16.88 $517K - $1.14M
593K $9.13M
BKNG
Booking Holdings Inc.

Consumer Cyclical
110
+ 2.13%
$4100.99 - $5300.34 $451K - $583K
5.28K $26.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
9.38K
+ 1.98%
$95.27 - $107.82 $893K - $1.01M
484K $49.9M
BX
Blackstone Inc.

Financial Services
1.54K
+ 0.77%
$148.45 - $199.05 $228K - $306K
202K $34.8M
V
Visa Inc.

Financial Services
1.34K
+ 1.54%
$273.87 - $320.91 $366K - $429K
88.4K $27.9M
JPM
Jpmorgan Chase & CO

Financial Services
2.78K
+ 2.45%
$205.18 - $250.29 $571K - $696K
116K $27.9M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
41.8K
+ 7.25%
$69.3 - $74.3 $2.89M - $3.1M
618K $44.1M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
11.7K
+ 24.56%
$249.14 - $273.15 $2.91M - $3.19M
59.3K $15.4M
VV
Vanguard Large Cap ETF

ETFs
3.58K
+ 0.95%
$260.27 - $280.65 $932K - $1.01M
382K $103M
VUG
Vanguard Growth ETF

ETFs
5.52K
+ 15.3%
$378.79 - $428.11 $2.09M - $2.36M
41.6K $17.1M
IYG
Ishares Tr

ETFs
8K
+ 2.1%
$70.24 - $82.34 $562K - $659K
390K $30.3M
SPYG
Spdr Portfolio

ETFs
12.9K
+ 3.34%
$81.74 - $91.38 $1.06M - $1.18M
400K $35.2M
IVV
Ishares Core S&P 500 ETF

ETFs
2.94K
+ 4.0%
$570.51 - $610.59 $1.68M - $1.8M
76.5K $45M
SHOP
Shopify Inc.

Technology
1.9K
+ 2.3%
$78.14 - $119.49 $148K - $227K
84.5K $8.99M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
94.9K
+ 28.73%
$25.0 - $25.11 $2.37M - $2.38M
425K $10.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
19.8K
+ 6.55%
$126.68 - $134.74 $2.51M - $2.66M
322K $41.1M
CRM
Salesforce, Inc.

Technology
659
+ 2.16%
$270.87 - $367.87 $179K - $242K
31.2K $10.4M
AJG
Arthur J. Gallagher & Co.

Financial Services
6.25K
+ 13.73%
$278.49 - $315.16 $1.74M - $1.97M
51.7K $14.7M
VIG
Vanguard Dividend Appreciation

ETFs
9.58K
+ 3.42%
N/A
290K $52.8M
COST
Costco Wholesale Corp

Consumer Defensive
605
+ 1.51%
$873.59 - $994.69 $529K - $602K
40.6K $37.2M
FTNT
Fortinet, Inc.

Technology
6.92K
+ 11.7%
$76.49 - $99.21 $529K - $686K
66K $6.24M
META
Meta Platforms, Inc.

Communication Services
1.29K
+ 2.59%
$554.08 - $632.68 $712K - $813K
50.9K $30M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.34K
+ 1.44%
$55.73 - $66.16 $353K - $420K
445K $26.9M
IWY
Ishares Tr Russell 200 Growth

ETFs
2.61K
+ 5.35%
$216.72 - $244.71 $565K - $638K
51.4K $12.1M
CPRT
Copart Inc

Consumer Cyclical
2.89K
+ 1.32%
$51.36 - $63.8 $148K - $184K
222K $12.7M
ABNB
Airbnb, Inc.

Consumer Cyclical
6.36K
+ 14.75%
$125.36 - $147.37 $797K - $937K
49.4K $6.5M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
39.8K
+ 7.86%
N/A
546K $13M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
37.4K
+ 10.12%
$23.25 - $23.37 $869K - $874K
407K $9.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.64K
+ 5.05%
$442.29 - $483.08 $1.17M - $1.27M
54.8K $24.9M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
51.6K
+ 5.92%
$23.18 - $23.74 $1.2M - $1.22M
923K $21.6M
ARCC
Ares Capital Corp

Financial Services
18.1K
+ 4.24%
$20.74 - $22.27 $376K - $404K
446K $9.77M
VTV
Vanguard Value ETF

ETFs
10.9K
+ 4.48%
$168.32 - $181.87 $1.83M - $1.97M
253K $42.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
43
+ 0.1%
$521.84 - $558.82 $22.4K - $24K
43.8K $23.6M
SYK
Stryker Corp

Healthcare
1.42K
+ 2.13%
$345.14 - $392.15 $491K - $558K
68.1K $24.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
18.1K
New
$22.01 - $66.82 $398K - $1.21M
18.1K $410K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
22.1K
+ 5.2%
$22.72 - $23.0 $503K - $509K
448K $10.2M
VO
Vanguard Mid Cap ETF

ETFs
1.04K
+ 1.55%
$261.5 - $284.63 $271K - $295K
68.2K $18M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
172
+ 0.05%
$55.05 - $58.86 $9.47K - $10.1K
380K $21.5M
BROS
Dutch Bros Inc.

Consumer Cyclical
5.4K
New
$30.72 - $55.82 $166K - $301K
5.4K $282K
YOU
Clear Secure, Inc.

Technology
10K
New
$25.61 - $38.45 $256K - $385K
10K $266K
IBM
International Business Machines Corp

Technology
1.18K
New
$204.9 - $238.04 $241K - $280K
1.18K $258K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
30.5K
+ 3.73%
$24.82 - $25.48 $758K - $778K
850K $21.2M
IWM
Ishares Russell 2000 ETF

ETFs
1.03K
+ 4.77%
$216.13 - $242.4 $223K - $250K
22.6K $5M
SPOT
Spotify Technology S.A.

Communication Services
506
New
$362.95 - $502.38 $184K - $254K
506 $226K
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.71K
New
$124.26 - $134.12 $213K - $229K
1.71K $220K
Activity Summary
Buys All Purchases 105 New Holdings 11 Increased Positions 94 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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