Baltimore Washington Financial Advisors, Inc. Purchases in Q2 2025

Baltimore Washington Financial Advisors, Inc.

  • $2.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
2.64K
+ 0.52%
$94.31 - $157.99 $249K - $417K
506K $79.9M
PGR
Progressive Corp

Financial Services
75.4K
+ 2951.49%
$255.27 - $288.74 $19.3M - $21.8M
78K $20.8M
TJX
Tjx Companies Inc

Consumer Cyclical
157K
+ 4245.63%
$119.13 - $135.03 $18.7M - $21.2M
161K $19.9M
MSFT
Microsoft Corp

Technology
6.59K
+ 5.22%
$354.56 - $497.45 $2.34M - $3.28M
133K $66M
IVV
Ishares Core S&P 500 ETF

ETFs
18.3K
+ 23.12%
$498.8 - $620.9 $9.13M - $11.4M
97.5K $60.5M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
8.36K
+ 12.2%
$177.93 - $313.14 $1.49M - $2.62M
76.8K $24.1M
UBER
Uber Technologies, Inc

Technology
27.8K
+ 7.83%
$64.62 - $93.3 $1.8M - $2.6M
383K $35.8M
META
Meta Platforms, Inc.

Communication Services
1.44K
+ 2.77%
$484.66 - $738.09 $696K - $1.06M
53.4K $39.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
415
+ 7.74%
$4164.15 - $5789.24 $1.73M - $2.4M
5.78K $33.5M
AMZN
Amazon Com Inc

Consumer Cyclical
9.34K
+ 4.13%
$167.32 - $223.3 $1.56M - $2.09M
235K $51.6M
JPM
Jpmorgan Chase & CO

Financial Services
5.47K
+ 4.6%
$210.28 - $289.91 $1.15M - $1.59M
124K $36.1M
SOFI
So Fi Technologies, Inc.

Financial Services
158K
+ 26.19%
$9.5 - $18.21 $1.51M - $2.89M
763K $13.9M
ASML
Asml Holding Nv

Technology
8.31K
New
$595.37 - $815.24 $4.95M - $6.78M
8.31K $6.66M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
28.2K
+ 4.38%
$60.34 - $74.89 $1.7M - $2.11M
671K $50.3M
AVGO
Broadcom Inc.

Technology
8.83K
+ 23.55%
$146.29 - $275.65 $1.29M - $2.43M
46.3K $12.8M
SAP
Sap Se

Technology
20.9K
New
$237.53 - $309.8 $4.96M - $6.47M
20.9K $6.35M
GOOG
Alphabet Inc.

Communication Services
3.84K
+ 1.78%
$146.58 - $180.01 $563K - $692K
219K $38.9M
MAR
Marriott International Inc

Consumer Cyclical
7.79K
+ 9.92%
$211.12 - $274.14 $1.64M - $2.14M
86.3K $23.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
25.9K
+ 5.66%
$45.98 - $56.15 $1.19M - $1.46M
484K $27.2M
ONON
On Holding Ag

Consumer Cyclical
31.3K
+ 10.92%
$37.65 - $60.68 $1.18M - $1.9M
318K $16.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13.6K
+ 23.8%
$483.48 - $539.8 $6.56M - $7.32M
70.6K $34.3M
AJG
Arthur J. Gallagher & Co.

Financial Services
16.1K
+ 29.3%
$310.86 - $348.77 $5M - $5.61M
70.9K $22.7M
SHOP
Shopify Inc.

Technology
17.2K
+ 19.92%
$76.89 - $115.35 $1.32M - $1.99M
104K $12M
BX
Blackstone Inc.

Financial Services
11.2K
+ 5.44%
$120.07 - $151.11 $1.34M - $1.69M
217K $32.4M
FTNT
Fortinet, Inc.

Technology
21K
+ 14.42%
$84.71 - $108.69 $1.78M - $2.29M
167K $17.7M
SYK
Stryker Corp

Healthcare
4.6K
+ 6.61%
$337.37 - $395.63 $1.55M - $1.82M
74.3K $29.4M
COST
Costco Wholesale Corp

Consumer Defensive
1.56K
+ 3.78%
$908.13 - $1056.85 $1.41M - $1.65M
42.8K $42.4M
ICE
Intercontinental Exchange, Inc.

Financial Services
9.33K
+ 7.23%
$151.62 - $183.47 $1.41M - $1.71M
138K $25.4M
T
At&T Inc.

Communication Services
96.6K
New
$26.33 - $28.94 $2.54M - $2.8M
96.6K $2.8M
IGRO
Ishares Tr International Divid

ETFs
21.4K
+ 17.21%
$66.32 - $80.17 $1.42M - $1.72M
146K $11.5M
RACE
Ferrari N.V.

Consumer Cyclical
3.52K
+ 32.7%
$397.86 - $499.02 $1.4M - $1.76M
14.3K $7.02M
V
Visa Inc.

Financial Services
5.3K
+ 5.89%
$308.27 - $373.31 $1.63M - $1.98M
95.2K $33.8M
KKR
Kkr & Co. Inc.

Financial Services
11.3K
+ 24.8%
$92.79 - $134.29 $1.05M - $1.51M
56.7K $7.55M
IDEV
Ishares Core Msci Intl Develop

ETFs
17.9K
+ 16.13%
$61.79 - $76.67 $1.11M - $1.37M
129K $9.8M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
1.94K
+ 3.11%
$212.85 - $266.59 $413K - $518K
64.4K $17.2M
GOOGL
Alphabet Inc.

Communication Services
5.79K
+ 12.89%
$144.7 - $178.6 $838K - $1.03M
50.7K $8.94M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
1.23K
+ 0.32%
$47.24 - $58.55 $58.1K - $72K
380K $22.2M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
73.9K
+ 497.03%
$22.15 - $23.69 $1.64M - $1.75M
88.7K $2.1M
CRM
Salesforce, Inc.

Technology
5.75K
+ 17.8%
$236.26 - $291.15 $1.36M - $1.67M
38.1K $10.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.34K
+ 5.13%
$54.19 - $67.22 $452K - $560K
171K $11.5M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
68.4K
+ 465.03%
$22.7 - $23.33 $1.55M - $1.6M
83.1K $1.94M
SO
Southern CO

Utilities
16.9K
+ 18.89%
$84.91 - $92.56 $1.44M - $1.57M
106K $9.77M
VIG
Vanguard Dividend Appreciation

ETFs
6.36K
+ 2.17%
N/A
299K $54.5M
ARCC
Ares Capital Corp

Financial Services
54K
+ 11.66%
$18.91 - $22.43 $1.02M - $1.21M
517K $11.3M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
4.02K
+ 1.46%
$157.93 - $175.89 $634K - $706K
280K $48.8M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
32.6K
+ 5.43%
$22.09 - $22.44 $721K - $733K
634K $14.2M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
22.8K
+ 2.53%
$24.94 - $25.42 $569K - $580K
923K $23.5M
PPL
Ppl Corp

Utilities
19.6K
New
$33.45 - $36.5 $655K - $715K
19.6K $663K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.39K
+ 141.96%
$149.76 - $186.42 $357K - $445K
4.07K $757K
Activity Summary
Buys All Purchases 95 New Holdings 19 Increased Positions 76 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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