Baltimore Washington Financial Advisors, Inc. has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.68 Billion distributed in 140 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $93.4M, Invesco Qqq Trust, Series 1 with a value of $88.3M, Nvidia Corp with a value of $63.5M, Invesco S&P 500 Equal Weight E with a value of $56.3M, and Microsoft Corp with a value of $54.7M.
Examining the 13F form we can see an increase of $114M in the current position value, from $1.57B to 1.68B.
Below you can find more details about Baltimore Washington Financial Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.68 Billion
ETFs: $922 Million
Technology: $268 Million
Consumer Cyclical: $169 Million
Financial Services: $143 Million
Communication Services: $76.4 Million
Healthcare: $37 Million
Consumer Defensive: $34.4 Million
Utilities: $7.24 Million
Other: $3.21 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
