Baltimore-Washington Financial Advisors, Inc.
Q1 2025 13F Holdings
- Locationcolumbia, MD
- Num holdings
154
- Value ($000)
$1,884,860
- Date Filed05/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $99.15 M | 5 % | 385,735 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $90.13 M | 5 % | 192,209 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $58.64 M | 3 % | 338,525 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $56.80 M | 3 % | 292,777 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $54.51 M | 3 % | 502,963 | ||
AAPL APPLE INC | COM | 037833100 | $48.40 M | 3 % | 217,893 | ||
KRE SPDR SER TR | SSGA US LRG ETF | 78468R804 | $47.97 M | 3 % | 275,611 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $47.36 M | 3 % | 126,174 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $44.49 M | 2 % | 257,559 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $44.48 M | 2 % | 79,168 |
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