Baltimore Washington Financial Advisors, Inc. Reduced Holdings in Q1 2025

Baltimore Washington Financial Advisors, Inc.

  • $1.8 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-4.31K
- 0.85%
$106.98 - $149.43 $461K - $644K
503K $54.5M
VONG
Vanguard Russell 1000 Growth E

ETFs
-8.3K
- 1.72%
$92.71 - $107.38 $770K - $891K
475K $44.1M
ONON
On Holding Ag

Consumer Cyclical
-298
- 0.1%
$43.92 - $63.62 $13.1K - $19K
286K $12.6M
PINS
Pinterest, Inc.

Communication Services
-83.1K
- 89.31%
$29.79 - $40.0 $2.47M - $3.32M
9.94K $308K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-246
- 0.36%
$203.38 - $274.79 $50K - $67.6K
68.5K $14.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-434
- 1.07%
$551.42 - $612.93 $239K - $266K
40.1K $22.4M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-86
- 0.08%
$121.0 - $142.28 $10.4K - $12.2K
113K $14.1M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-1.71K
- 0.45%
$52.53 - $58.51 $89.9K - $100K
379K $20.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-115
- 0.26%
$507.05 - $563.67 $58.3K - $64.8K
43.7K $22.5M
VBR
Vanguard Small Cap Value ETF

ETFs
-249
- 0.44%
$183.02 - $207.75 $45.6K - $51.7K
56.7K $10.6M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.88K
- 1.34%
$64.88 - $72.1 $122K - $136K
139K $9.11M
TY
Tri Continental Corp

Financial Services
-16.4K
- 28.65%
$30.4 - $32.91 $498K - $539K
40.8K $1.25M
TXN
Texas Instruments Inc

Technology
-1.92K
- 2.83%
N/A
65.7K $12.8M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-259
- 5.19%
$522.96 - $601.18 $135K - $156K
4.73K $2.52M
IWR
Ishares Russell Mid Cap ETF

ETFs
-334
- 0.39%
$82.81 - $92.93 $27.7K - $31K
84.3K $7.17M
TTD
Trade Desk, Inc.

Technology
-20
- 0.44%
$53.59 - $126.58 $1.07K - $2.53K
4.48K $245K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-45
- 1.41%
$360.07 - $417.26 $16.2K - $18.8K
3.15K $1.14M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.43K
- 36.13%
$27.01 - $28.54 $120K - $126K
7.82K $218K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.86K
- 13.28%
$33.84 - $37.77 $165K - $184K
31.8K $1.16M
DIS
Walt Disney CO

Communication Services
-37
- 0.54%
$96.87 - $114.0 $3.58K - $4.22K
6.87K $677K
IBB
Ishares Biotechnology ETF

ETFs
-439
- 6.05%
$127.9 - $140.56 $56.1K - $61.7K
6.82K $871K
DKNG
Draft Kings Inc.

Consumer Cyclical
-25
- 0.12%
$33.21 - $53.49 $830 - $1.34K
21.6K $717K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.91K
- 15.88%
$21.75 - $24.28 $63.2K - $70.6K
15.4K $339K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-11
- 0.05%
$40.03 - $46.81 $440 - $515
20.1K $819K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.06K
- 11.41%
$21.23 - $23.75 $43.8K - $49K
16K $344K
CEG
Constellation Energy Corp

Utilities
-6
- 0.24%
$201.63 - $347.44 $1.21K - $2.08K
2.46K $495K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-46
- 0.74%
$80.73 - $94.96 $3.71K - $4.37K
6.18K $512K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-880
- 2.99%
$49.78 - $53.19 $43.8K - $46.8K
28.6K $1.46M
MRK
Merck & Co., Inc.

Healthcare
-86
- 2.31%
$83.01 - $101.02 $7.14K - $8.69K
3.64K $326K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.29K
- 11.58%
$37.07 - $40.63 $47.8K - $52.4K
9.84K $387K
SPMD
Spdr Portfolio

ETFs
-47
- 0.55%
$50.21 - $57.73 $2.36K - $2.71K
8.53K $436K
LMT
Lockheed Martin Corp

Industrials
-26
- 5.15%
$423.19 - $506.29 $11K - $13.2K
479 $213K
HON
Honeywell International Inc

Industrials
-5
- 0.41%
$202.75 - $226.52 $1.01K - $1.13K
1.21K $255K
WMT
Walmart Inc.

Consumer Defensive
-42
- 0.91%
$84.5 - $105.05 $3.55K - $4.41K
4.59K $402K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-250
- 4.24%
$77.7 - $78.94 $19.4K - $19.7K
5.65K $446K
NFLX
Netflix Inc

Communication Services
-18
- 6.32%
$828.4 - $1058.6 $14.9K - $19.1K
267 $248K
XLE
Energy Sector Spdr

ETFs
-382
- 9.3%
$85.7 - $93.96 $32.7K - $35.9K
3.73K $348K
PG
Procter & Gamble CO

Consumer Defensive
-63
- 2.18%
$158.56 - $176.26 $9.99K - $11.1K
2.83K $482K
FAN
First Tr Exchange Traded Fd Ii
-34
- 0.27%
N/A
12.7K $0
Labcorp Holdings Inc
-20.7K
- 95.78%
N/A
914 $0
Arista Networks Inc
-2.06K
- 0.89%
N/A
228K $0
UNP
Union Pacific Corp

Industrials
-7
- 0.32%
$225.21 - $254.42 $1.58K - $1.78K
2.15K $508K
DE
Deere & CO

Industrials
-4
- 0.74%
$408.57 - $509.27 $1.63K - $2.04K
538 $252K
D
Dominion Energy, Inc

Utilities
-27
- 0.23%
$52.85 - $57.43 $1.43K - $1.55K
11.6K $651K
MMM
3 M CO

Industrials
-33
- 1.8%
$129.7 - $155.12 $4.28K - $5.12K
1.8K $264K
VZ
Verizon Communications Inc

Communication Services
-125
- 1.7%
$37.81 - $46.49 $4.73K - $5.81K
7.24K $328K
EXC
Exelon Corp

Utilities
-4
- 0.07%
$37.3 - $46.08 $149 - $184
6.03K $278K
XOM
Exxon Mobil Corp

Energy
-77
- 0.67%
$105.44 - $118.93 $8.12K - $9.16K
11.4K $1.35M
UNH
Unitedhealth Group Inc

Healthcare
-561
- 2.18%
$461.52 - $548.18 $259K - $308K
25.2K $13.2M
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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