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CIK: 0001555486
Total reported value
$2.7B
$2.7B
188 檔
17.7%
At the close of Q4 2025, Baltimore-Washington Financial Advisors, Inc. disclosed equity holdings valued at approximately $2.7B, spread across 188 reported holdings.
In Q4 2025, Baltimore-Washington Financial Advisors, Inc. displayed an active expansion posture, initiating 20 new positions and adding to 105 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 4.98% | +0.02% | +0.82% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.45% | +0.58% | +1.71% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.18% | -0.01% | +5.53% | |
| 4 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.14% | +0.89% | +18.98% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.91% | -0.05% | +2.35% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.90% | +0.10% | +1.77% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.83% | -0.03% | +2.61% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.79% | -0.26% | +3.17% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.78% | +0.15% | -3.82% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.64% | -0.06% | +1.52% | |
| 11 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.59% | +0.10% | +4.91% | |
| 12 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.52% | +0.04% | +2.28% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.35% | — | +2.09% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 2.25% | +0.11% | +3.87% | |
| 15 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 2.16% | -1.77% | +2.41% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.93% | +0.12% | +4.23% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.90% | -0.18% | -3.42% | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.90% | -0.51% | +262.61% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.85% | -0.04% | +8.51% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.64% | -0.24% | +1.34% | |
| 21 | IYG | Ishares U.s. Financial Servi | ETF-Other | 1.60% | -1.14% | +2.90% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.60% | -0.36% | +1.86% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.57% | -0.20% | +3.91% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.48% | — | +3.92% | |
| 25 | BX | Blackstone Inc | Stock-Financials | 1.46% | -0.01% | +2.03% | |
| 26 | ANET | Arista Networks Inc | Stock-Tech | 1.45% | +0.31% | +1.56% | |
| 27 | UBER | Uber Technologies Inc | Stock-Industrials | 1.39% | -0.15% | +2.98% | |
| 28 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.35% | -0.13% | +2.27% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.21% | -0.22% | +4.67% | |
| 30 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.19% | — | +3.22% | |
| 31 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 1.18% | -0.13% | +6.65% | |
| 32 | SYK | Stryker CORP | Stock-Healthcare | 1.17% | -0.81% | +1.41% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | -0.02% | -0.08% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.13% | -0.03% | +2.02% | |
| 35 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 1.08% | — | +1.34% | |
| 36 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.05% | -0.12% | +4.07% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 1.00% | +0.05% | +7.14% | |
| 38 | ICE | Intercontinental Exchange In | Stock-Financials | 0.97% | -0.36% | +1.96% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.95% | +0.72% | +10.68% | |
| 40 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.93% | +0.01% | +2.77% | |
| 41 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.89% | — | +8.06% | |
| 42 | MMTM | Ss Spdr S&p 1500 Mom Tilt | ETF-Other | 0.88% | +0.01% | +6.99% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.87% | -0.12% | +3.26% | |
| 44 | NDAQ | Nasdaq Inc | Stock-Financials | 0.78% | -0.21% | -1.18% | |
| 45 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.78% | -0.12% | +6.01% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | +0.06% | +8.22% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.06% | +1.04% | |
| 48 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.67% | -0.07% | +6.90% | |
| 49 | ✓ | On Holding AG | Stock-Other | 0.65% | -0.10% | +1.70% | |
| 50 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.59% | — | -27.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLC | Ss Comm Select Sector Spdr | +1.4% | +262.61% | Add |
| 2 | RSPT | Invesco S&p 500 Equal Weight | +0.5% | +18.98% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | -3.82% | Trim |
| 4 | IBHI | Ishares Ibonds 2029 Tm Hy In | +0.3% | +129.86% | Add |
| 5 | IBDU | Ishares Ibonds Dec 2029 Term | +0.3% | +208.23% | Add |
| 6 | MAR | Marriott International -cl A | +0.2% | +3.22% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.04% | Add |
| 8 | AAPL | Apple Inc | +0.1% | +1.52% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +8.51% | Add |
| 10 | NVDA | Nvidia CORP | +0.1% | +5.53% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +2.09% | Add |
| 12 | TJX | Tjx Companies Inc | +0.1% | +4.67% | Add |
| 13 | ASML | ASML Holding N.V. | +0.1% | +13.97% | Add |
| 14 | SHOP | Shopify Inc - Class A | +0.1% | +6.01% | Add |
| 15 | VONG | Vanguard Russell 1000 Growth | +0.1% | +4.91% | Add |
| 16 | VTV | Vanguard Value ETF | +0.1% | +3.87% | Add |
| 17 | AVGO | Broadcom Inc | +0.1% | +8.22% | Add |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +4.23% | Add |
| 19 | V | Visa Inc-class A Shares | +0.1% | +3.92% | Add |
| 20 | VUG | Vanguard Growth ETF | +0.1% | +7.14% | Add |
| 21 | MMTM | Ss Spdr S&p 1500 Mom Tilt | +0.1% | +6.99% | Add |
| 22 | ✓ | On Holding AG | +0.1% | +1.70% | Add |
| 23 | IGRO | Ishares Intl Div Growth ETF | +0.1% | +7.68% | Add |
| 24 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.71% | Add |
| 25 | VIG | Vanguard Dividend Apprec ETF | 0% | +2.35% | Add |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | +2.28% | Add |
| 27 | IYG | Ishares U.s. Financial Servi | 0% | +2.90% | Add |
| 28 | NDAQ | Nasdaq Inc | 0% | -1.18% | Trim |
| 29 | SOFI | Sofi Technologies Inc | 0% | +8.06% | Add |
| 30 | VEU | Vanguard Ftse All-world Ex-u | 0% | +6.90% | Add |
| 31 | LLY | Eli Lilly & Co | 0% | +0.21% | Add |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +1.77% | Add |
| 33 | IBHH | Ishares Ibonds 2028 Tm Hy In | 0% | +6.65% | Add |
| 34 | DGT | Ss Spdr Global Dow ETF | 0% | +6.89% | Add |
| 35 | ARCC | Ares Capital CORP | 0% | +10.02% | Add |
| 36 | IBTI | Ishares Ibonds Dec 2028 Term | 0% | +6.90% | Add |
| 37 | RSP | Invesco S&p 500 Equal Weight | 0% | +2.61% | Add |
| 38 | EFIV | Ss Spdr S&p 500 Esg ETF | 0% | +1.34% | Add |
| 39 | CRWD | Crowdstrike Holdings Inc - A | 0% | +10.68% | Add |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.02% | Add |
| 41 | IDEV | Ishares Core Msci Dev Mkts | 0% | +3.83% | Add |
| 42 | XLV | Ss Health Care Select Sector | 0% | -0.18% | Trim |
| 43 | IWD | Ishares Russell 1000 Value E | 0% | +192.70% | Add |
| 44 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +4.07% | Add |
| 45 | VBR | Vanguard Small-cap Value ETF | 0% | +2.74% | Add |
| 46 | IBTG | Ishares Ibonds Dec 2026 Term | 0% | +4.93% | Add |
| 47 | DKNG | Draftkings Inc-cl A | 0% | +49.79% | Add |
| 48 | RKLB | Rocket Lab CORP | 0% | — | Unchanged |
| 49 | T | At&t Inc | 0% | +42.14% | Add |
| 50 | COHR | Coherent CORP | 0% | +3.10% | 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 188 disclosed positions in Q4 2025.
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 17.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBTJ
市值: $3.7M
Top Position Liquidated / Trimmed
PGR
前期市值: $24.3M
During Q4 2025, Baltimore-Washington Financial Advisors, Inc.'s top holdings by market value included VV (5.0%)、QQQ (4.5%)、NVDA (4.2%). The largest single position, VV, represented 5.0% of total portfolio value.
In Q4 2025, Baltimore-Washington Financial Advisors, Inc. made 182 total portfolio adjustments, initiating 20 new buys, adding to 105 positions, trimming 48 holdings, and fully liquidating 9 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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