Baltimore Washington Financial Advisors, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.8 Billion distributed in 148 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $99.6M, Invesco Qqq Trust, Series 1 with a value of $91M, Nvidia Corp with a value of $62.2M, Invesco S&P 500 Equal Weight E with a value of $61M, and Microsoft Corp with a value of $53.1M.
Examining the 13F form we can see an increase of $118M in the current position value, from $1.68B 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: $991 Million
Technology: $276 Million
Consumer Cyclical: $178 Million
Financial Services: $166 Million
Communication Services: $75.6 Million
Healthcare: $40.8 Million
Consumer Defensive: $36.8 Million
Utilities: $8.93 Million
Other: $4.46 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
