Baltimore-Washington Financial Advisors, Inc.
Q2 2025 13F Holdings
- Locationcolumbia, MD
- Num holdings
171
- Value ($000)
$2,145,714
- Date Filed08/12/2025
- Form type13F-HR
- CIK0001555486
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $106.14 M | 5 % | 372,042 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $94.78 M | 4 % | 171,809 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $79.88 M | 4 % | 505,601 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $66.04 M | 3 % | 132,761 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $61.22 M | 3 % | 299,135 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $61.02 M | 3 % | 335,741 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $60.52 M | 3 % | 97,469 | ||
AMZN AMAZON COM INC | COM | 023135106 | $51.62 M | 2 % | 235,304 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $51.55 M | 2 % | 472,030 | ||
SPDR SERIES TRUST | PORTFOLI S&P1500 | 78464A805 | $50.25 M | 2 % | 671,034 |
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