Baltimore Washington Financial Advisors, Inc. New Holdings in Q3 2024

Baltimore Washington Financial Advisors, Inc.

$1.8 Billion
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
IBDT Ishares Tr Ibonds Dec 2028 Ter ETFs	820K New	$24.62 - $25.59 $20.2M - $21M	820K $20.9M
IBHH Ishares Tr Ibonds 2028 Term Hi ETFs	871K New	$22.96 - $23.97 $20M - $20.9M	871K $20.7M
IBTI Ishares Tr Ibonds Dec 2028 Ter ETFs	202K New	$21.7 - $22.6 $4.39M - $4.57M	202K $4.55M
PSCT Invesco S&P Smallcap Informati ETFs	20.6K New	$43.19 - $51.31 $888K - $1.06M	20.6K $985K
UNP Union Pacific Corp Industrials	2.13K New	$221.78 - $256.09 $473K - $546K	2.13K $524K
AVGO Broadcom Inc. Technology	1.96K New	$136.27 - $1745.86 $267K - $3.43M	1.96K $338K
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
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

Activity Summary All Purchases 93 New Holdings 15 Increased Positions 78 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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