Baltimore Washington Financial Advisors, Inc. Incresed Positions 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
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
XLV
Select Sector Spdr Fund Health

ETFs
2.18K
+ 0.94%
$137.61 - $149.68 $301K - $327K
234K $34.2M
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
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
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
17.4K
+ 4.28%
$23.29 - $23.38 $405K - $407K
424K $9.92M
VTI
Vanguard Total Stock Market Et

ETFs
1.31K
+ 30.24%
$271.18 - $303.12 $356K - $397K
5.65K $1.55M
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
SPOT
Spotify Technology S.A.

Communication Services
9
+ 1.78%
$457.79 - $648.32 $4.12K - $5.83K
515 $283K
KO
Coca Cola CO

Consumer Defensive
228
+ 5.23%
$60.81 - $72.32 $13.9K - $16.5K
4.59K $328K
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
RYT
Invesco S&P 500 Equal Weight T

ETFs
49.9K
+ 4.66%
N/A
1.12M $0
Intuitive Machines Inc
26.2K
+ 243.54%
N/A
36.9K $0
Blackrock Inc
397
+ 2.64%
N/A
15.4K $0
DGT
Spdr Global Dow ETF
136
+ 0.2%
N/A
66.5K $0
CSX
Csx Corp

Industrials
120
+ 1.7%
$29.11 - $33.67 $3.49K - $4.04K
7.19K $211K
IWS
Ishares Russell Midcap Value E

ETFs
58
+ 0.78%
$122.59 - $135.24 $7.11K - $7.84K
7.49K $944K
CAT
Caterpillar Inc

Industrials
1
+ 0.16%
$326.75 - $407.63 $327 - $408
611 $201K
VGT
Vanguard Information Technolog

ETFs
47
+ 5.33%
$542.38 - $646.34 $25.5K - $30.4K
928 $503K
META
Meta Platforms, Inc.

Communication Services
988
+ 1.94%
$576.36 - $736.67 $569K - $728K
51.9K $29.9M
VO
Vanguard Mid Cap ETF

ETFs
398
+ 0.58%
$251.87 - $277.95 $100K - $111K
68.6K $17.7M
IWM
Ishares Russell 2000 ETF

ETFs
736
+ 3.25%
$198.1 - $229.79 $146K - $169K
23.4K $4.66M
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
Track This Portfolio

Track Baltimore Washington Financial Advisors, Inc. Portfolio

Follow Baltimore Washington Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baltimore Washington Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Baltimore Washington Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email