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
PFE
Pfizer Inc

Healthcare
15.2K
New
$21.59 - $24.84 $328K - $377K
15.2K $368K
CSCO
Cisco Systems, Inc.

Technology
4.27K
New
$53.19 - $69.38 $227K - $296K
4.27K $296K
ORCL
Oracle Corp

Technology
1.33K
New
$122.82 - $218.63 $163K - $290K
1.33K $289K
EMF
Templeton Emerging Markets Fund

Financial Services
19.1K
New
$11.26 - $14.59 $215K - $278K
19.1K $278K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
98
+ 0.59%
$70.54 - $93.95 $6.91K - $9.21K
16.8K $1.58M
VZ
Verizon Communications Inc

Communication Services
6.34K
+ 87.47%
$41.67 - $45.62 $264K - $289K
13.6K $587K
ROK
Rockwell Automation, Inc

Industrials
762
New
$218.97 - $332.17 $167K - $253K
762 $253K
FDN
First Tr Fd Dow Jones

ETFs
884
New
$200.29 - $269.33 $177K - $238K
884 $238K
BA
Boeing CO

Industrials
1.11K
New
$136.59 - $217.51 $151K - $241K
1.11K $231K
TDF
Templeton Dragon Fund Inc

Financial Services
22.9K
New
$8.21 - $10.09 $188K - $231K
22.9K $228K
TFC
Truist Financial Corp

Financial Services
4.85K
New
$34.79 - $42.99 $169K - $208K
4.85K $208K
CG
Carlyle Group Inc.

Financial Services
3.95K
New
$34.78 - $51.4 $137K - $203K
3.95K $202K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.04K
New
$166.82 - $194.23 $173K - $202K
1.04K $201K
DIS
Walt Disney CO

Communication Services
88
+ 1.28%
$81.72 - $124.01 $7.19K - $10.9K
6.96K $862K
SPOT
Spotify Technology S.A.

Communication Services
28
+ 5.44%
$503.3 - $775.9 $14.1K - $21.7K
543 $416K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
844
+ 0.52%
$121.58 - $136.74 $103K - $115K
163K $22.2M
WMT
Walmart Inc.

Consumer Defensive
505
+ 11.01%
$81.79 - $99.98 $41.3K - $50.5K
5.09K $497K
LMT
Lockheed Martin Corp

Industrials
149
+ 31.11%
$430.82 - $486.45 $64.2K - $72.5K
628 $290K
IBM
International Business Machines Corp

Technology
40
+ 3.02%
$221.03 - $294.78 $8.84K - $11.8K
1.37K $402K
MPW
Medical Properties Trust Inc

Real Estate
16K
New
$4.31 - $5.91 $69K - $94.6K
16K $68K
PINS
Pinterest, Inc.

Communication Services
359
+ 3.61%
$24.21 - $35.95 $8.69K - $12.9K
10.3K $369K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
1.87K
+ 17.02%
$26.41 - $26.76 $49.5K - $50.1K
12.9K $344K
MMM
3 M CO

Industrials
264
+ 14.64%
$126.09 - $154.15 $33.3K - $40.7K
2.07K $314K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
454
+ 2.84%
$19.1 - $23.83 $8.67K - $10.8K
16.5K $392K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2
+ 0.05%
$72.96 - $90.39 $146 - $181
4.32K $385K
HON
Honeywell International Inc

Industrials
23
+ 1.9%
$182.86 - $232.88 $4.21K - $5.36K
1.23K $286K
MRK
Merck & Co., Inc.

Healthcare
815
+ 22.42%
$73.47 - $87.12 $59.9K - $71K
4.45K $352K
PG
Procter & Gamble CO

Consumer Defensive
358
+ 12.65%
$157.66 - $172.39 $56.4K - $61.7K
3.19K $507K
VEA
Vanguard Ftse Developed Market

ETFs
4
+ 0.1%
$45.65 - $57.01 $183 - $228
3.97K $226K
KO
Coca Cola CO

Consumer Defensive
396
+ 8.63%
$68.37 - $73.9 $27.1K - $29.3K
4.99K $352K
ABBV
Abb Vie Inc.

Healthcare
233
+ 15.56%
$170.16 - $206.27 $39.6K - $48.1K
1.73K $321K
DGT
Spdr Global Dow ETF
3.81K
+ 5.73%
N/A
70.3K $0
Arista Networks Inc
29.7K
+ 13.0%
N/A
258K $0
Reddit Inc
3.05K
New
N/A
3.05K $0
Cava Group Inc
150
+ 5.64%
N/A
2.81K $0
Rocket Lab Corp
13.2K
New
N/A
13.2K $0
Blackrock Inc
2.77K
+ 17.92%
N/A
18.2K $0
Ge Vernova Inc
793
New
N/A
793 $0
LLY
Eli Lilly & CO

Healthcare
49
+ 5.77%
$713.71 - $898.95 $35K - $44K
898 $700K
PEP
Pepsico Inc

Consumer Defensive
180
+ 11.33%
$128.02 - $151.37 $23K - $27.2K
1.77K $233K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12
+ 0.15%
$24.32 - $27.87 $292 - $334
7.84K $207K
XOM
Exxon Mobil Corp

Energy
1.02K
+ 8.97%
$99.93 - $119.04 $102K - $121K
12.4K $1.34M
CPRT
Copart Inc

Consumer Cyclical
32K
+ 14.22%
$47.72 - $63.84 $1.53M - $2.05M
257K $12.6M
AAPL
Apple Inc.

Technology
8.98K
+ 4.12%
$172.42 - $223.89 $1.55M - $2.01M
227K $46.5M
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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