Baltimore Washington Financial Advisors, Inc. Portfolio Holdings
Baltimore Washington Financial Advisors, Inc.
- $1.57 Billion
- Q1 2024
Baltimore Washington Financial Advisors, Inc. has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.57 Billion distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $87.4M, Invesco Qqq Trust, Series 1 with a value of $79.4M, Invesco S&P 500 Equal Weight E with a value of $56.8M, Microsoft Corp with a value of $50.9M, and Vanguard Dividend Appreciation with a value of $48.2M.
Examining the 13F form we can see an increase of $131M in the current position value, from $1.44B to 1.57B.
Below you can find more details about Baltimore Washington Financial Advisors, Inc. portfolio as well as his latest detailed transactions.