Baltimore Washington Financial Advisors, Inc. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.03 Billion distributed in 171 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $106M, Invesco Qqq Trust, Series 1 with a value of $94.8M, Nvidia Corp with a value of $79.9M, Microsoft Corp with a value of $66M, and Invesco S&P 500 Equal Weight E with a value of $61M.
Examining the 13F form we can see an increase of $232M in the current position value, from $1.8B to 2.03B.
Below you can find more details about Baltimore Washington Financial Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$2.03 Billion
ETFs: $1.03 Billion
Technology: $324 Million
Financial Services: $241 Million
Consumer Cyclical: $228 Million
Communication Services: $92.6 Million
Consumer Defensive: $43.9 Million
Healthcare: $38.5 Million
Utilities: $12.1 Million
Other: $4.85 Million
Stock Holdings Table Market Cap. of $200 Billions or more
