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CIK: 0001555486
Total reported value
$2.7B
$2.7B
153 檔
14.4%
As reported in its official Q4 2024 Form 13F filing, Baltimore-Washington Financial Advisors, Inc.'s tracked investment portfolio stood at $2.7B with 153 total positions.
In Q4 2024, Baltimore-Washington Financial Advisors, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 94 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 5.29% | +0.02% | +0.95% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.99% | +0.58% | +1.93% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.50% | -0.01% | -1.00% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.04% | -0.03% | -0.79% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.92% | -0.05% | +3.42% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.77% | -0.06% | +0.20% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.69% | -0.26% | +0.74% | |
| 8 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.57% | +0.10% | +1.98% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.50% | — | +2.21% | |
| 10 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 2.34% | -1.77% | +0.52% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.31% | +0.10% | +4.00% | |
| 12 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.27% | +0.04% | +7.25% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 2.20% | +0.11% | +4.48% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.11% | -0.18% | +6.55% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.10% | +0.15% | +1.41% | |
| 16 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.06% | +0.89% | +3.88% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.91% | -0.36% | +1.51% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.81% | +0.12% | +3.34% | |
| 19 | BX | Blackstone Inc | Stock-Financials | 1.79% | -0.01% | +0.77% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.64% | -0.03% | +0.44% | |
| 21 | IYG | Ishares U.s. Financial Servi | ETF-Other | 1.56% | -1.14% | +2.10% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.53% | -0.20% | +2.59% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.44% | — | +1.54% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.43% | -0.04% | +2.45% | |
| 25 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.38% | — | +1.44% | |
| 26 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.35% | -0.13% | +2.13% | |
| 27 | ANET | Arista Networks Inc | Stock-Tech | 1.31% | +0.31% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | -0.24% | +5.05% | |
| 29 | SYK | Stryker CORP | Stock-Healthcare | 1.26% | -0.81% | +2.13% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.22% | -0.03% | -0.42% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | -0.02% | +0.10% | |
| 32 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 1.11% | -0.13% | +5.92% | |
| 33 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 1.10% | — | +0.05% | |
| 34 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.10% | — | -0.33% | |
| 35 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.09% | -0.12% | +3.73% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.07% | -0.77% | EXIT | |
| 37 | UBER | Uber Technologies Inc | Stock-Industrials | 1.06% | -0.15% | +3.64% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.99% | -0.22% | +2.73% | |
| 39 | ICE | Intercontinental Exchange In | Stock-Financials | 0.98% | -0.36% | +1.86% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.92% | -0.01% | +1.55% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.88% | +0.05% | +15.30% | |
| 42 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.81% | +0.01% | -3.52% | |
| 43 | ✓ | On Holding AG | Stock-Other | 0.81% | -0.10% | -4.65% | |
| 44 | MMTM | Ss Spdr S&p 1500 Mom Tilt | ETF-Other | 0.79% | +0.01% | +24.56% | |
| 45 | BLK | Blackrock Inc | Stock-Financials | 0.79% | -0.12% | — | |
| 46 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.79% | +0.01% | +3.13% | |
| 47 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.75% | — | +13.73% | |
| 48 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.68% | -0.06% | +7.86% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.67% | +0.01% | NEW | |
| 50 | CPRT | Copart Inc | Stock-Industrials | 0.65% | — | +1.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.3% | NEW | New buy |
| 2 | BLK | Blackrock Inc | +0.8% | NEW | New buy |
| 3 | IBTI | Ishares Ibonds Dec 2028 Term | +0.4% | +165.58% | Add |
| 4 | AMZN | Amazon.com Inc | +0.3% | +2.21% | Add |
| 5 | SOFI | Sofi Technologies Inc | +0.3% | +12.91% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +1.41% | Add |
| 7 | BKNG | Booking Holdings Inc | +0.2% | +2.13% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | -1.00% | Trim |
| 9 | V | Visa Inc-class A Shares | +0.2% | +1.54% | Add |
| 10 | MMTM | Ss Spdr S&p 1500 Mom Tilt | +0.2% | +24.56% | Add |
| 11 | BX | Blackstone Inc | +0.1% | +0.77% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +2.45% | Add |
| 13 | VUG | Vanguard Growth ETF | +0.1% | +15.30% | Add |
| 14 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | -3.52% | Trim |
| 15 | VONG | Vanguard Russell 1000 Growth | +0.1% | +1.98% | Add |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +7.25% | Add |
| 17 | IYG | Ishares U.s. Financial Servi | +0.1% | +2.10% | Add |
| 18 | SHOP | Shopify Inc - Class A | +0.1% | +2.30% | Add |
| 19 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.1% | +28.73% | Add |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.93% | Add |
| 21 | CRM | Salesforce Inc | +0.1% | +2.16% | Add |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +3.34% | Add |
| 23 | AAPL | Apple Inc | +0.1% | +0.20% | Add |
| 24 | MAR | Marriott International -cl A | +0.1% | -0.33% | Trim |
| 25 | FTNT | Fortinet Inc | +0.1% | +11.70% | Add |
| 26 | AJG | Arthur J Gallagher & Co | +0.1% | +13.73% | Add |
| 27 | IWY | Ishares Russell Top 200 Grow | 0% | +5.35% | Add |
| 28 | ABNB | Airbnb Inc-class A | 0% | +14.75% | Add |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | +4.00% | Add |
| 30 | CPRT | Copart Inc | 0% | +1.32% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | -0.54% | Trim |
| 32 | VYM | Vanguard High Dvd Yield ETF | 0% | +6.55% | Add |
| 33 | CMG | Chipotle Mexican Grill Inc | 0% | +1.44% | Add |
| 34 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | +7.86% | Add |
| 35 | TLT | iShares 20+ Year Treasury Bond ETF | 0% | +10.12% | Add |
| 36 | ARCC | Ares Capital CORP | 0% | +4.24% | Add |
| 37 | SCHB | Schwab US Broad Market ETF | 0% | NEW | New buy |
| 38 | BROS | Dutch Bros Inc-class A | 0% | NEW | New buy |
| 39 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | Unchanged |
| 40 | YOU | Clear Secure Inc -class A | 0% | NEW | New buy |
| 41 | IBM | Intl Business Machines CORP | 0% | NEW | New buy |
| 42 | SPOT | Spotify Technology S.A. | 0% | NEW | New buy |
| 43 | ITOT | Ishares Core S&p Total U.s. | 0% | NEW | New buy |
| 44 | FDN | First Trust Dj Internet Ind | 0% | NEW | New buy |
| 45 | BA | Boeing Co/the | 0% | NEW | New buy |
| 46 | LOW | Lowe's Cos Inc | 0% | NEW | New buy |
| 47 | SCHD | Schwab US Dvd Equity ETF | 0% | +373.30% | Add |
| 48 | LUNR | Intuitive Machines Inc | 0% | — | Unchanged |
| 49 | IWF | Ishares Russell 1000 Growth | 0% | +2.08% | Add |
| 50 | COST | Costco Wholesale CORP | — | +1.51% | Add |
According to official SEC Form 13F filings, Baltimore-Washington Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $2.7B across 153 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VV, QQQ, NVDA) accounted for 14.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $25.5M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $22.2M
During Q4 2024, Baltimore-Washington Financial Advisors, Inc.'s top holdings by market value included VV (5.3%)、QQQ (5.0%)、NVDA (3.5%). The largest single position, VV, represented 5.3% of total portfolio value.
In Q4 2024, Baltimore-Washington Financial Advisors, Inc. made 142 total portfolio adjustments, initiating 11 new buys, adding to 94 positions, trimming 31 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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