Baltimore Washington Financial Advisors, Inc. Sells in Q2 2025

Baltimore Washington Financial Advisors, Inc.

  • $2.03 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-130K
- 55.48%
$128.77 - $144.3 $16.7M - $18.7M
104K $14M
IWY
Ishares Tr Russell 200 Growth

ETFs
-50.5K
- 95.22%
$187.5 - $246.51 $9.47M - $12.4M
2.54K $624K
HD
Home Depot, Inc.

Consumer Cyclical
-25.6K
- 50.24%
$335.24 - $380.78 $8.59M - $9.75M
25.4K $9.3M
VO
Vanguard Mid Cap ETF

ETFs
-36K
- 52.46%
$228.54 - $279.83 $8.22M - $10.1M
32.6K $9.12M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-82.5K
- 91.41%
$90.56 - $109.49 $7.47M - $9.03M
7.75K $846K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-68.6K
- 60.53%
$108.87 - $133.04 $7.46M - $9.12M
44.7K $5.95M
UNH
Unitedhealth Group Inc

Healthcare
-1.58K
- 6.28%
$274.35 - $599.47 $434K - $948K
23.6K $7.37M
IWM
Ishares Russell 2000 ETF

ETFs
-17.2K
- 73.67%
$174.82 - $215.79 $3.01M - $3.71M
6.15K $1.33M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-113K
- 17.8%
N/A
520K $12.4M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-89.8K
- 19.84%
$25.04 - $25.18 $2.25M - $2.26M
363K $9.13M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
-44.3K
- 9.04%
$22.57 - $23.23 $999K - $1.03M
446K $10.4M
VTV
Vanguard Value ETF

ETFs
-9.61K
- 3.73%
$153.67 - $176.74 $1.48M - $1.7M
248K $43.8M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-27.6K
- 6.51%
$23.29 - $23.38 $643K - $646K
397K $9.27M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.36K
- 70.97%
$376.48 - $440.65 $512K - $599K
556 $245K
TXN
Texas Instruments Inc

Technology
-2.52K
- 3.84%
N/A
63.2K $12.3M
TY
Tri Continental Corp

Financial Services
-16.4K
- 40.16%
$27.37 - $31.84 $449K - $522K
24.4K $773K
VBR
Vanguard Small Cap Value ETF

ETFs
-4.84K
- 8.52%
$162.76 - $195.77 $787K - $947K
51.9K $10.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.83K
- 33.04%
$72.02 - $73.82 $132K - $135K
3.7K $272K
VTI
Vanguard Total Stock Market Et

ETFs
-945
- 16.74%
$243.75 - $303.93 $230K - $287K
4.7K $1.43M
IBHE
Ishares Ibonds 2025 Term High

ETFs
-4.36K
- 8.13%
$22.98 - $23.27 $100K - $101K
49.3K $1.15M
EXC
Exelon Corp

Utilities
-464
- 7.69%
$42.2 - $47.37 $19.6K - $22K
5.57K $241K
XLE
Energy Sector Spdr

ETFs
-20
- 0.54%
$76.44 - $94.13 $1.53K - $1.88K
3.71K $314K
UPS
United Parcel Service Inc

Industrials
-29
- 1.4%
$91.92 - $110.2 $2.67K - $3.2K
2.04K $205K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.04K
- 3.66%
$45.11 - $52.34 $47.1K - $54.6K
27.5K $1.44M
IBB
Ishares Biotechnology ETF

ETFs
-16
- 0.23%
$112.02 - $129.0 $1.79K - $2.06K
6.8K $860K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-130
- 2.3%
$77.94 - $79.5 $10.1K - $10.3K
5.52K $438K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-153
- 1.1%
$29.82 - $30.19 $4.56K - $4.62K
13.8K $416K
Labcorp Holdings Inc
-101
- 11.05%
N/A
813 $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-2.54K
- 0.23%
N/A
1.12M $0
D
Dominion Energy, Inc

Utilities
-13
- 0.11%
$49.66 - $58.0 $646 - $754
11.6K $655K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-247
- 5.22%
$468.22 - $566.51 $116K - $140K
4.48K $2.54M
CSX
Csx Corp

Industrials
-120
- 1.67%
$26.69 - $32.91 $3.2K - $3.95K
7.07K $230K
SPMD
Spdr Portfolio

ETFs
-136
- 1.59%
$44.89 - $54.38 $6.11K - $7.4K
8.4K $456K
IWS
Ishares Russell Midcap Value E

ETFs
-193
- 2.58%
$110.58 - $132.14 $21.3K - $25.5K
7.3K $964K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-213
- 1.38%
$19.6 - $24.44 $4.17K - $5.21K
15.2K $371K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-108
- 0.54%
$35.35 - $42.68 $3.82K - $4.61K
20K $852K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-20
- 0.32%
$72.61 - $88.75 $1.45K - $1.78K
6.16K $546K
CAT
Caterpillar Inc

Industrials
-4
- 0.65%
$273.94 - $388.21 $1.1K - $1.55K
607 $235K
BAC
Bank Of America Corp

Financial Services
-158
- 1.59%
$34.39 - $47.46 $5.43K - $7.5K
9.8K $463K
NFLX
Netflix Inc

Communication Services
-10
- 3.75%
$855.86 - $1339.13 $8.56K - $13.4K
257 $344K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-363
- 1.14%
$32.66 - $40.75 $11.9K - $14.8K
31.4K $1.27M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-14
- 0.44%
$320.42 - $424.58 $4.49K - $5.94K
3.14K $1.33M
CEG
Constellation Energy Corp

Utilities
-101
- 4.11%
$170.96 - $322.76 $17.3K - $32.6K
2.36K $760K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
-3.01K
- 0.28%
$22.36 - $23.73 $67.2K - $71.3K
1.06M $25.2M
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.53K
- 3.0%
$74.88 - $91.97 $190K - $233K
81.8K $7.52M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-7.51K
- 2.28%
$114.78 - $133.31 $862K - $1M
322K $42.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.6K
- 1.16%
$58.41 - $72.69 $93.7K - $117K
137K $9.95M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1K
- 2.5%
$496.48 - $617.85 $498K - $620K
39.1K $24.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-576
- 1.32%
$456.74 - $568.03 $263K - $327K
43.2K $24.5M
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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