The Analysis of Baltimore-Washington Financial Advisors, Inc.'s Holdings

Currently, Baltimore-Washington Financial Advisors, Inc. holds 188 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in XLC (+280.3K shares, valued at $33.0M), RSPT (+264.3K shares, valued at $12.0M), IBHI (+284.0K shares, valued at $6.7M); decreased their positions in CPRT (-241.6K shares, valued at $9.5M), AJG (-20.6K shares, valued at $5.3M), FTNT (-54.7K shares, valued at $4.3M); initiated new positions in IBTJ (+168.3K shares, valued at $3.7M), NEE (+16.3K shares, valued at $1.3M), AVUV (+6.3K shares, valued at $637.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VV VANGUARD INDEX FDS380.1K shares0.82%2025-12-312026-02-13

INVESCO QQQ TR INVESCO QQQ TR174.1K shares1.71%2025-12-312026-02-13

NVDA NVIDIA CORPORATION538.3K shares5.53%2025-12-312026-02-13

RSPT INVESCO EXCHANGE TRADED FD T1.7M shares18.98%2025-12-312026-02-13

VIG VANGUARD SPECIALIZED FUNDS317.8K shares2.35%2025-12-312026-02-13

IVV ISHARES TR101.9K shares1.77%2025-12-312026-02-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T354.8K shares2.61%2025-12-312026-02-13

MSFT MICROSOFT CORP138.7K shares3.17%2025-12-312026-02-13

Sponsored

ALPHABET INC ALPHABET INC212.9K shares-3.82%2025-12-312026-02-13

AAPL APPLE INC233.5K shares1.52%2025-12-312026-02-13

VONG VANGUARD SCOTTSDALE FDS510.7K shares4.91%2025-12-312026-02-13

SPTM SPDR SERIES TRUST733.0K shares2.28%2025-12-312026-02-13

AMZN AMAZON COM INC244.9K shares2.09%2025-12-312026-02-13

VTV VANGUARD INDEX FDS283.7K shares3.87%2025-12-312026-02-13

LGLV SPDR SERIES TRUST295.4K shares2.41%2025-12-312026-02-13

SPYG SPDR SERIES TRUST434.9K shares4.23%2025-12-312026-02-13

Sponsored

VYM VANGUARD WHITEHALL FDS319.0K shares-3.42%2025-12-312026-02-13

XLC SELECT SECTOR SPDR TR387.1K shares262.61%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.138.0K shares8.51%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL78.4K shares1.34%2025-12-312026-02-13

IYG ISHARES TR416.6K shares2.90%2025-12-312026-02-13

COST COSTCO WHSL CORP NEW44.5K shares1.86%2025-12-312026-02-13

META META PLATFORMS INC57.1K shares3.91%2025-12-312026-02-13

V VISA INC101.4K shares3.92%2025-12-312026-02-13

Sponsored

BLACKSTONE INC BLACKSTONE INC227.9K shares2.03%2025-12-312026-02-13

ARISTA NETWORKS INC ARISTA NETWORKS INC265.4K shares1.56%2025-12-312026-02-13

UBER UBER TECHNOLOGIES INC408.6K shares2.98%2025-12-312026-02-13

BKNG BOOKING HOLDINGS INC6.0K shares2.27%2025-12-312026-02-13

TJX TJX COS INC NEW189.3K shares4.67%2025-12-312026-02-13

MAR MARRIOTT INTL INC NEW92.0K shares3.22%2025-12-312026-02-13

IBHH ISHARES TR1.2M shares6.65%2025-12-312026-02-13

SYK STRYKER CORPORATION79.8K shares1.41%2025-12-312026-02-13

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS43.5K shares-0.08%2025-12-312026-02-13

SPY SPDR S&P 500 ETF TR39.7K shares2.02%2025-12-312026-02-13

EFIV SPDR SERIES TRUST394.3K shares1.34%2025-12-312026-02-13

IBDT ISHARES TR993.0K shares4.07%2025-12-312026-02-13

VUG VANGUARD INDEX FDS49.5K shares7.14%2025-12-312026-02-13

ICE INTERCONTINENTAL EXCHANGE IN144.5K shares1.96%2025-12-312026-02-13

CRWD CROWDSTRIKE HLDGS INC48.9K shares10.68%2025-12-312026-02-13

RCL ROYAL CARIBBEAN GROUP80.3K shares2.77%2025-12-312026-02-13

Sponsored

SOFI SOFI TECHNOLOGIES INC814.0K shares8.06%2025-12-312026-02-13

MMTM SPDR SERIES TRUST72.5K shares6.99%2025-12-312026-02-13

BLACKROCK INC BLACKROCK INC19.5K shares3.26%2025-12-312026-02-13

NDAQ NASDAQ INC193.9K shares-1.18%2025-12-312026-02-13

SHOP SHOPIFY INC116.7K shares6.01%2025-12-312026-02-13

BROADCOM INC BROADCOM INC52.2K shares8.22%2025-12-312026-02-13

ALPHABET INC ALPHABET INC51.3K shares1.04%2025-12-312026-02-13

IBTI ISHARES TR716.0K shares6.90%2025-12-312026-02-13

Sponsored

ONON ON HLDG AG337.1K shares1.70%2025-12-312026-02-13

AJG GALLAGHER ARTHUR J & CO55.2K shares-27.16%2025-12-312026-02-13

VEU VANGUARD INTL EQUITY INDEX F193.0K shares6.90%2025-12-312026-02-13

IGRO ISHARES TR167.9K shares7.68%2025-12-312026-02-13

DGT SPDR SERIES TRUST79.6K shares6.89%2025-12-312026-02-13

VBR VANGUARD INDEX FDS62.0K shares2.74%2025-12-312026-02-13

ARCC ARES CAPITAL CORP613.4K shares10.02%2025-12-312026-02-13

IBHI ISHARES TR502.7K shares129.86%2025-12-312026-02-13

Sponsored

IBDR ISHARES TR489.8K shares-0.15%2025-12-312026-02-13

IDEV ISHARES TR138.9K shares3.83%2025-12-312026-02-13

ASML ASML HOLDING N V10.5K shares13.97%2025-12-312026-02-13

IBHF ISHARES TR477.7K shares4.83%2025-12-312026-02-13

SO SOUTHERN CO122.8K shares8.25%2025-12-312026-02-13

IBTG ISHARES TR451.7K shares4.93%2025-12-312026-02-13

SPYM SPDR SERIES TRUST120.5K shares-11.66%2025-12-312026-02-13

IBDU ISHARES TR410.6K shares208.23%2025-12-312026-02-13

Sponsored

FTNT FORTINET INC115.1K shares-32.20%2025-12-312026-02-13

TXN TEXAS INSTRS INC50.5K shares-10.18%2025-12-312026-02-13

VO VANGUARD INDEX FDS29.5K shares-4.43%2025-12-312026-02-13

KKR & CO INC KKR & CO INC58.9K shares-9.86%2025-12-312026-02-13

XLV SELECT SECTOR SPDR TR46.4K shares-0.18%2025-12-312026-02-13

IWR ISHARES TR74.1K shares-7.36%2025-12-312026-02-13

SAP SAP SE26.7K shares15.34%2025-12-312026-02-13

HD HOME DEPOT INC17.6K shares-21.95%2025-12-312026-02-13

Sponsored

RACE FERRARI N V16.1K shares1.48%2025-12-312026-02-13

IJT ISHARES TR41.1K shares-5.65%2025-12-312026-02-13

SDY SPDR SERIES TRUST27.8K shares-5.58%2025-12-312026-02-13

IBTJ ISHARES TR168.3K sharesnew addition2025-12-312026-02-13

LLY ELI LILLY & CO3.4K shares0.21%2025-12-312026-02-13

MDY SPDR S&P MIDCAP 400 ETF TR4.1K shares-5.63%2025-12-312026-02-13

NULG NUSHARES ETF TR16.2K shares-0.37%2025-12-312026-02-13

VTI VANGUARD INDEX FDS4.5K shares4.92%2025-12-312026-02-13

Sponsored

XOM EXXON MOBIL CORP12.5K shares0.79%2025-12-312026-02-13

IWF ISHARES TR3.2K shares1.35%2025-12-312026-02-13

SPYV SPDR SERIES TRUST25.2K shares-4.95%2025-12-312026-02-13

TSLA TESLA INC3.2K shares2.40%2025-12-312026-02-13

DIS DISNEY WALT CO12.4K shares-10.51%2025-12-312026-02-13

T AT&T INC55.8K shares42.14%2025-12-312026-02-13

IWM ISHARES TR5.6K shares-2.51%2025-12-312026-02-13

SPDW SPDR INDEX SHS FDS29.7K shares-3.35%2025-12-312026-02-13

Sponsored

NEE NEXTERA ENERGY INC16.3K sharesnew addition2025-12-312026-02-13

DRAFTKINGS INC NEW DRAFTKINGS INC NEW34.9K shares49.79%2025-12-312026-02-13

PSCT INVESCO EXCH TRADED FD TR II20.6K shares0.00%2025-12-312026-02-13

IBB ISHARES TR6.6K shares-3.13%2025-12-312026-02-13

IWS ISHARES TR6.9K shares-3.28%2025-12-312026-02-13

ROCKET LAB CORP ROCKET LAB CORP13.3K shares0.00%2025-12-312026-02-13

RDDT REDDIT INC4.0K shares0.00%2025-12-312026-02-13

CEG CONSTELLATION ENERGY CORP2.6K shares3.31%2025-12-312026-02-13

Sponsored

PNC PNC FINL SVCS GROUP INC4.4K shares7.21%2025-12-312026-02-13

IJR ISHARES TR7.6K shares-5.48%2025-12-312026-02-13

VGT VANGUARD WORLD FD1.1K shares19.89%2025-12-312026-02-13

SPSM SPDR SERIES TRUST17.2K shares-12.59%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON3.9K shares8.71%2025-12-312026-02-13

TY TRI CONTL CORP24.4K shares0.00%2025-12-312026-02-13

D DOMINION ENERGY INC11.7K shares0.86%2025-12-312026-02-13

SOR SOURCE CAPITAL15.0K shares-16.71%2025-12-312026-02-13

Sponsored

IWD ISHARES TR3.0K shares192.70%2025-12-312026-02-13

AVUV AMERICAN CENTY ETF TR6.3K sharesnew addition2025-12-312026-02-13

IWY ISHARES TR2.2K shares-4.48%2025-12-312026-02-13

BAC BANK AMERICA CORP10.9K shares3.92%2025-12-312026-02-13

COHERENT CORP COHERENT CORP3.1K shares3.10%2025-12-312026-02-13

VCSH VANGUARD SCOTTSDALE FDS7.1K shares19.53%2025-12-312026-02-13

WMT WALMART INC5.0K shares-1.16%2025-12-312026-02-13

CVX CHEVRON CORP NEW3.6K shares40.64%2025-12-312026-02-13

Sponsored

AMGN AMGEN INC1.6K shares0.06%2025-12-312026-02-13

SLYG SPDR SERIES TRUST5.7K shares-4.43%2025-12-312026-02-13

PPL PPL CORP14.9K shares1.01%2025-12-312026-02-13

VZ VERIZON COMMUNICATIONS INC12.7K shares16.51%2025-12-312026-02-13

WM WASTE MGMT INC DEL2.2K sharesnew addition2025-12-312026-02-13

UNP UNION PAC CORP2.1K shares0.00%2025-12-312026-02-13

CMG CHIPOTLE MEXICAN GRILL INC13.1K shares-89.35%2025-12-312026-02-13

IBM INTERNATIONAL BUSINESS MACHS1.6K shares7.05%2025-12-312026-02-13

Sponsored

OEF ISHARES TR1.4K sharesnew addition2025-12-312026-02-13

IUSB ISHARES TR10.0K sharesnew addition2025-12-312026-02-13

MERCK & CO INC MERCK & CO INC4.3K shares5.06%2025-12-312026-02-13

PG PROCTER AND GAMBLE CO3.0K shares17.51%2025-12-312026-02-13

SCHB SCHWAB STRATEGIC TR16.5K shares0.15%2025-12-312026-02-13

HON HONEYWELL INTL INC2.2K shares72.33%2025-12-312026-02-13

LMT LOCKHEED MARTIN CORP889 shares39.56%2025-12-312026-02-13

SPEM SPDR INDEX SHS FDS9.2K shares-6.74%2025-12-312026-02-13

Sponsored

SPMD SPDR SERIES TRUST7.3K shares-12.17%2025-12-312026-02-13

ABBV ABBVIE INC1.9K shares3.46%2025-12-312026-02-13

SCHX SCHWAB STRATEGIC TR15.7K shares3.51%2025-12-312026-02-13

ROK ROCKWELL AUTOMATION INC1.1K shares0.00%2025-12-312026-02-13

CAT CATERPILLAR INC708 shares1.58%2025-12-312026-02-13

GEV GE VERNOVA INC618 shares1.31%2025-12-312026-02-13

VHT VANGUARD WORLD FD1.4K sharesnew addition2025-12-312026-02-13

GIS GENERAL MLS INC8.5K sharesnew addition2025-12-312026-02-13

Sponsored

NFLX NETFLIX INC4.1K shares964.66%2025-12-312026-02-13

SPSB SPDR SERIES TRUST12.6K shares-1.02%2025-12-312026-02-13

IVE ISHARES TR1.8K shares81.53%2025-12-312026-02-13

WELL WELLTOWER INC2.0K shares-4.73%2025-12-312026-02-13

LUNR INTUITIVE MACHINES INC22.1K shares-18.03%2025-12-312026-02-13

ADP AUTOMATIC DATA PROCESSING IN1.4K shares-3.87%2025-12-312026-02-13

YOU CLEAR SECURE INC10.0K shares0.00%2025-12-312026-02-13

AXP AMERICAN EXPRESS CO945 shares0.00%2025-12-312026-02-13

Sponsored

XLE SELECT SECTOR SPDR TR7.7K shares109.88%2025-12-312026-02-13

MMM 3M CO2.1K shares0.82%2025-12-312026-02-13

IVW ISHARES TR2.7K shares19.51%2025-12-312026-02-13

BROS DUTCH BROS INC5.4K shares0.00%2025-12-312026-02-13

KO COCA COLA CO4.7K shares-5.97%2025-12-312026-02-13

QTEC FIRST TR EXCHANGE-TRADED FD1.4K shares0.00%2025-12-312026-02-13

EMF TEMPLETON EMERGING MKTS FD19.1K shares0.00%2025-12-312026-02-13

GE AEROSPACE GE AEROSPACE1.1K shares-11.45%2025-12-312026-02-13

Sponsored

SPOT SPOTIFY TECHNOLOGY S A551 shares1.29%2025-12-312026-02-13

PLTR PALANTIR TECHNOLOGIES INC1.8K sharesnew addition2025-12-312026-02-13

DOW DOW INC12.5K sharesnew addition2025-12-312026-02-13

DTE DTE ENERGY CO2.2K sharesnew addition2025-12-312026-02-13

ORCL ORACLE CORP1.4K shares19.11%2025-12-312026-02-13

IEMG ISHARES INC4.2K sharesnew addition2025-12-312026-02-13

CSCO CISCO SYS INC3.6K shares6.45%2025-12-312026-02-13

PINS PINTEREST INC10.6K shares0.53%2025-12-312026-02-13

Sponsored

APD AIR PRODS & CHEMS INC1.1K shares-49.01%2025-12-312026-02-13

DYNF BLACKROCK ETF TRUST4.5K sharesnew addition2025-12-312026-02-13

DE DEERE & CO566 shares2.72%2025-12-312026-02-13

PFE PFIZER INC10.5K sharesnew addition2025-12-312026-02-13

CSX CSX CORP7.1K shares1.09%2025-12-312026-02-13

TDF TEMPLETON DRAGON FD INC22.9K shares0.00%2025-12-312026-02-13

DIA SPDR DOW JONES INDL AVERAGE533 shares-4.14%2025-12-312026-02-13

FAN FIRST TR EXCHANGE-TRADED FD12.4K shares0.00%2025-12-312026-02-13

Sponsored

UNH UNITEDHEALTH GROUP INC764 shares1.73%2025-12-312026-02-13

TFC TRUIST FINL CORP5.1K shares8.06%2025-12-312026-02-13

BA BOEING CO1.2K shares-0.94%2025-12-312026-02-13

EXC EXELON CORP5.8K shares4.49%2025-12-312026-02-13

RTX RTX CORPORATION1.3K sharesnew addition2025-12-312026-02-13

ESML ISHARES TR5.2K shares0.00%2025-12-312026-02-13

MCD MCDONALDS CORP787 shares-6.31%2025-12-312026-02-13

VEA VANGUARD TAX-MANAGED FDS3.8K shares-4.98%2025-12-312026-02-13

Sponsored

FDN FIRST TR EXCHANGE-TRADED FD884 shares0.00%2025-12-312026-02-13

CPRT COPART INC6.1K shares-97.55%2025-12-312026-02-13

BP BP PLC6.8K sharesnew addition2025-12-312026-02-13

PEP PEPSICO INC1.6K shares-43.80%2025-12-312026-02-13

LH LABCORP HOLDINGS INC894 shares1.02%2025-12-312026-02-13

HWM HOWMET AEROSPACE INC1.1K shares2.27%2025-12-312026-02-13

QUAL ISHARES TR1.1K sharesnew addition2025-12-312026-02-13

ITOT ISHARES TR1.4K shares-0.14%2025-12-312026-02-13

Sponsored

VNQ VANGUARD INDEX FDS2.4K sharesnew addition2025-12-312026-02-13

IJH ISHARES TR3.1K sharesnew addition2025-12-312026-02-13

UAMY UNITED STATES ANTIMONY CORP16.0K shares-3.84%2025-12-312026-02-13

MPW MEDICAL PPTYS TRUST INC15.4K sharesnew addition2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available