Baltimore-Washington Financial Advisors, Inc.
Q4 2024 13F Holdings
- Locationcolumbia, MD
- Num holdings
153
- Value ($000)
$1,946,659
- Date Filed01/24/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $102.97M | 5 % | 381,800 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $97.19M | 5 % | 190,115 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $68.12M | 4 % | 507,272 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $59.14M | 3 % | 337,510 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $56.77M | 3 % | 289,870 | ||
AAPL APPLE INC | COM | 037833100 | $54.00M | 3 % | 215,645 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $52.37M | 3 % | 124,243 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $49.95M | 3 % | 483,536 | ||
AMZN AMAZON COM INC | COM | 023135106 | $48.68M | 3 % | 221,879 | ||
KRE SPDR SER TR | SSGA US LRG ETF | 78468R804 | $45.55M | 2 % | 275,699 |
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