Baltimore Washington Financial Advisors, Inc. Purchases in Q3 2024

Baltimore Washington Financial Advisors, Inc.

  • $1.8 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
1.29K
+ 6.33%
$200.87 - $224.6 $258K - $289K
21.6K $4.77M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.54K
+ 3.26%
$194.66 - $225.97 $299K - $347K
48.7K $10.7M
AMD
Advanced Micro Devices Inc

Technology
2.59K
+ 2.88%
$128.67 - $183.96 $334K - $477K
92.7K $15.2M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
19.3K
+ 6.19%
$24.78 - $25.11 $477K - $483K
330K $8.29M
UNP
Union Pacific Corp

Industrials
2.13K
New
$221.78 - $256.09 $473K - $546K
2.13K $524K
ARCC
Ares Capital Corp

Financial Services
22.8K
+ 5.61%
$19.8 - $21.28 $451K - $484K
428K $8.97M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.92K
+ 2.14%
$22.55 - $23.1 $201K - $206K
426K $9.82M
AVGO
Broadcom Inc.

Technology
1.96K
New
$136.27 - $1745.86 $267K - $3.43M
1.96K $338K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
11.3K
+ 3.16%
$23.13 - $23.43 $262K - $265K
370K $8.66M
IBHE
Ishares Ibonds 2025 Term High

ETFs
12.8K
New
$23.03 - $23.3 $294K - $298K
12.8K $297K
HON
Honeywell International Inc

Industrials
1.23K
New
$196.73 - $220.21 $243K - $272K
1.23K $255K
MMM
3 M CO

Industrials
1.8K
New
$99.69 - $139.42 $180K - $251K
1.8K $246K
AXP
American Express CO

Financial Services
854
New
$225.92 - $271.17 $193K - $232K
854 $231K
PEP
Pepsico Inc

Consumer Defensive
1.36K
New
$161.9 - $179.3 $219K - $243K
1.36K $230K
EXC
Exelon Corp

Utilities
5.54K
New
$34.24 - $40.55 $190K - $225K
5.54K $224K
ORCL
Oracle Corp

Technology
1.27K
New
$125.9 - $170.35 $159K - $215K
1.27K $215K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.2K
+ 2.06%
$23.75 - $23.75 $243K - $243K
506K $12M
IBMO
Ishares Tr Ibonds December 202

ETFs
8.18K
New
$25.26 - $25.66 $207K - $210K
8.18K $209K
ABBV
Abb Vie Inc.

Healthcare
1.03K
New
$163.84 - $199.33 $169K - $205K
1.03K $203K
CEG
Constellation Energy Corp

Utilities
155
+ 7.27%
$167.08 - $262.86 $25.9K - $40.7K
2.29K $594K
D
Dominion Energy, Inc

Utilities
35
+ 0.3%
$48.01 - $58.53 $1.68K - $2.05K
11.6K $669K
APD
Air Products & Chemicals, Inc.

Basic Materials
112
+ 11.42%
$247.34 - $300.11 $27.7K - $33.6K
1.09K $325K
VZ
Verizon Communications Inc

Communication Services
634
+ 10.08%
$38.89 - $45.0 $24.7K - $28.5K
6.93K $311K
XOM
Exxon Mobil Corp

Energy
235
+ 2.09%
$109.72 - $119.0 $25.8K - $28K
11.5K $1.34M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.06%
$156.14 - $187.2 $156 - $187
1.63K $301K
IWF
Ishares Russell 1000 Gr ETF

ETFs
12
+ 0.38%
$332.02 - $382.76 $3.98K - $4.59K
3.13K $1.17M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.35K
+ 14.02%
$26.42 - $26.67 $35.7K - $36.1K
11K $293K
CAT
Caterpillar Inc

Industrials
6
+ 0.99%
$316.8 - $391.12 $1.9K - $2.35K
610 $238K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
1.38K
+ 15.68%
$25.97 - $26.11 $35.8K - $36K
10.2K $265K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1
+ 0.02%
$75.32 - $84.37 $75.3 - $84.4
4.32K $360K
DKNG
Draft Kings Inc.

Consumer Cyclical
8
+ 0.04%
$29.85 - $41.1 $239 - $329
21.6K $846K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11
+ 0.43%
$77.02 - $85.06 $847 - $936
2.59K $218K
DGT
Spdr Global Dow ETF
2.32K
+ 3.74%
N/A
64.1K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
56.5K
+ 5.8%
N/A
1.03M $0
LLY
Eli Lilly & CO

Healthcare
7
+ 0.85%
$772.14 - $960.02 $5.4K - $6.72K
829 $734K
CPRT
Copart Inc

Consumer Cyclical
5.25K
+ 2.46%
$49.19 - $55.54 $258K - $291K
219K $11.5M
CRWD
Crowd Strike Holdings, Inc.

Technology
200
+ 4.67%
$217.89 - $392.15 $43.6K - $78.4K
4.49K $1.26M
AMZN
Amazon Com Inc

Consumer Cyclical
5.47K
+ 2.59%
$161.02 - $200.0 $881K - $1.09M
217K $40.5M
ABNB
Airbnb, Inc.

Consumer Cyclical
3.6K
+ 9.12%
$113.01 - $154.34 $407K - $556K
43.1K $5.47M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
9.02K
+ 2.1%
$49.83 - $62.75 $450K - $566K
439K $25.3M
MSFT
Microsoft Corp

Technology
914
+ 0.75%
$395.15 - $467.56 $361K - $427K
123K $53.1M
GOOG
Alphabet Inc.

Communication Services
1.58K
+ 0.75%
$149.54 - $192.66 $237K - $305K
211K $35.4M
Activity Summary
Buys All Purchases 93 New Holdings 15 Increased Positions 78 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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