Baltimore Washington Financial Advisors, Inc. has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.8 Billion distributed in 154 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $99.1M, Invesco Qqq Trust, Series 1 with a value of $90.1M, Invesco S&P 500 Equal Weight E with a value of $58.6M, Nvidia Corp with a value of $54.5M, and Vanguard Dividend Appreciation with a value of $53.3M.
Examining the 13F form we can see an decrease of $47.2M in the current position value, from $1.85B to 1.8B.
Below you can find more details about Baltimore Washington Financial Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.8 Billion
ETFs: $1.02 Billion
Technology: $235 Million
Financial Services: $186 Million
Consumer Cyclical: $174 Million
Communication Services: $72.4 Million
Healthcare: $40.5 Million
Consumer Defensive: $40.4 Million
Utilities: $9.66 Million
Other: $4.37 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
