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
VUG
Vanguard Growth ETF

ETFs
3.49K
+ 8.4%
$369.1 - $427.61 $1.29M - $1.49M
45.1K $16.7M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
3.22K
+ 5.43%
$238.2 - $273.85 $766K - $881K
62.5K $15M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
25.4K
+ 4.11%
$67.03 - $74.61 $1.7M - $1.89M
643K $43.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.02K
+ 0.3%
$169.43 - $182.84 $172K - $186K
339K $58.6M
IVV
Ishares Core S&P 500 ETF

ETFs
2.64K
+ 3.45%
$554.06 - $615.85 $1.46M - $1.63M
79.2K $44.5M
HD
Home Depot, Inc.

Consumer Cyclical
1.34K
+ 2.69%
$347.25 - $424.87 $464K - $568K
51K $18.7M
SHOP
Shopify Inc.

Technology
1.92K
+ 2.27%
$90.59 - $129.31 $174K - $248K
86.5K $8.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
782
+ 0.87%
$102.49 - $119.96 $80.1K - $93.8K
90.2K $9.43M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.68K
+ 3.27%
$210.19 - $243.33 $352K - $408K
53K $11.2M
GOOGL
Alphabet Inc.

Communication Services
368
+ 0.83%
$154.33 - $206.19 $56.8K - $75.9K
44.9K $6.95M
CRM
Salesforce, Inc.

Technology
1.15K
+ 3.69%
$268.36 - $359.95 $309K - $414K
32.3K $8.67M
SOFI
So Fi Technologies, Inc.

Financial Services
12K
+ 2.02%
$11.18 - $18.03 $134K - $216K
605K $7.04M
SPYG
Spdr Portfolio

ETFs
7.25K
+ 1.81%
$80.05 - $92.39 $580K - $670K
407K $32.7M
MAR
Marriott International Inc

Consumer Cyclical
1.89K
+ 2.47%
$237.01 - $304.45 $448K - $576K
78.5K $18.7M
VV
Vanguard Large Cap ETF

ETFs
3.94K
+ 1.03%
$253.32 - $282.66 $997K - $1.11M
386K $99.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
12.4K
+ 2.79%
$47.79 - $59.89 $594K - $745K
458K $23M
MSFT
Microsoft Corp

Technology
1.93K
+ 1.55%
$375.39 - $447.2 $725K - $864K
126K $47.4M
AAPL
Apple Inc.

Technology
2.25K
+ 1.04%
$209.68 - $247.1 $471K - $555K
218K $48.4M
AMZN
Amazon Com Inc

Consumer Cyclical
4.08K
+ 1.84%
$190.26 - $242.06 $777K - $988K
226K $43M
BX
Blackstone Inc.

Financial Services
3.48K
+ 1.72%
$136.53 - $186.74 $475K - $650K
205K $28.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.09K
+ 1.1%
$468.34 - $539.52 $981K - $1.13M
192K $90.1M
GOOG
Alphabet Inc.

Communication Services
1.07K
+ 0.5%
$156.06 - $207.71 $166K - $221K
216K $33.7M
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
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