Baltimore Washington Financial Advisors, Inc. Purchases in Q4 2024

Baltimore Washington Financial Advisors, Inc.

  • $1.85 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FDN
First Tr Fd Dow Jones

ETFs
884
New
$210.5 - $257.24 $186K - $227K
884 $214K
BA
Boeing CO

Industrials
1.16K
New
$138.14 - $180.72 $160K - $209K
1.16K $204K
LOW
Lowes Companies Inc

Consumer Cyclical
817
New
$244.52 - $284.07 $200K - $232K
817 $201K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
12.7K
+ 3.04%
$23.03 - $23.33 $293K - $297K
432K $10M
VBR
Vanguard Small Cap Value ETF

ETFs
1.64K
+ 2.96%
$197.36 - $217.3 $323K - $356K
57K $11.3M
AVGO
Broadcom Inc.

Technology
80
+ 4.08%
$159.67 - $250.0 $12.8K - $20K
2.04K $473K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.66K
+ 373.3%
$26.93 - $84.95 $260K - $821K
12.2K $334K
IBHE
Ishares Ibonds 2025 Term High

ETFs
4.78K
+ 37.39%
$23.08 - $23.28 $110K - $111K
17.6K $407K
IWF
Ishares Russell 1000 Gr ETF

ETFs
65
+ 2.08%
$370.24 - $418.94 $24.1K - $27.2K
3.2K $1.28M
DIS
Walt Disney CO

Communication Services
47
+ 0.69%
$92.39 - $117.6 $4.34K - $5.53K
6.91K $768K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
101
+ 0.61%
$81.6 - $90.89 $8.24K - $9.18K
16.7K $1.43M
WMT
Walmart Inc.

Consumer Defensive
141
+ 3.14%
$79.1 - $95.7 $11.2K - $13.5K
4.63K $418K
BAC
Bank Of America Corp

Financial Services
62
+ 0.69%
$39.22 - $47.77 $2.43K - $2.96K
9.03K $396K
TTD
Trade Desk, Inc.

Technology
20
+ 0.45%
$108.7 - $139.51 $2.17K - $2.79K
4.5K $528K
PNC
Pnc Financial Services Group, Inc.

Financial Services
51
+ 3.13%
$178.39 - $215.0 $9.1K - $11K
1.68K $323K
MRK
Merck & Co., Inc.

Healthcare
606
+ 19.45%
$96.31 - $114.76 $58.4K - $69.5K
3.72K $370K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3.44K
+ 3.13%
$134.53 - $150.65 $463K - $518K
113K $15.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.56K
+ 10.78%
$34.13 - $37.35 $122K - $133K
36.6K $1.25M
DE
Deere & CO

Industrials
4
+ 0.74%
$389.45 - $466.0 $1.56K - $1.86K
542 $229K
EXC
Exelon Corp

Utilities
500
+ 9.03%
$36.22 - $40.97 $18.1K - $20.5K
6.04K $227K
XLE
Energy Sector Spdr

ETFs
115
+ 2.88%
$83.32 - $97.27 $9.58K - $11.2K
4.11K $351K
Arista Networks Inc
230K
New
N/A
230K $0
Blackrock Inc
15K
New
N/A
15K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
40K
+ 3.88%
N/A
1.07M $0
FAN
First Tr Exchange Traded Fd Ii
540
+ 4.44%
N/A
12.7K $0
Cava Group Inc
60
+ 2.31%
N/A
2.66K $0
DGT
Spdr Global Dow ETF
2.24K
+ 3.49%
N/A
66.4K $0
PEP
Pepsico Inc

Consumer Defensive
154
+ 11.37%
$151.29 - $176.1 $23.3K - $27.1K
1.51K $229K
PG
Procter & Gamble CO

Consumer Defensive
57
+ 2.01%
$161.05 - $179.7 $9.18K - $10.2K
2.89K $484K
MMM
3 M CO

Industrials
34
+ 1.89%
$124.74 - $137.12 $4.24K - $4.66K
1.84K $237K
VZ
Verizon Communications Inc

Communication Services
443
+ 6.4%
$39.6 - $45.21 $17.5K - $20K
7.37K $294K
IWS
Ishares Russell Midcap Value E

ETFs
2
+ 0.03%
$128.08 - $140.32 $256 - $281
7.44K $961K
UNP
Union Pacific Corp

Industrials
29
+ 1.36%
$223.15 - $249.32 $6.47K - $7.23K
2.16K $492K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1
+ 0.02%
$75.1 - $82.99 $75.1 - $83
4.32K $326K
CEG
Constellation Energy Corp

Utilities
175
+ 7.65%
$224.28 - $285.52 $39.2K - $50K
2.46K $553K
DKNG
Draft Kings Inc.

Consumer Cyclical
36
+ 0.17%
$35.32 - $44.84 $1.27K - $1.61K
21.6K $804K
D
Dominion Energy, Inc

Utilities
54
+ 0.47%
$52.63 - $60.92 $2.84K - $3.29K
11.6K $626K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
28
+ 0.1%
$51.09 - $55.27 $1.43K - $1.55K
29.4K $1.51M
LLY
Eli Lilly & CO

Healthcare
3
+ 0.36%
$727.2 - $932.06 $2.18K - $2.8K
832 $642K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
10.3K
+ 7.04%
$131.66 - $144.0 $1.36M - $1.49M
157K $20.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
374
+ 0.42%
$113.92 - $127.38 $42.6K - $47.6K
89.4K $10.3M
RACE
Ferrari N.V.

Consumer Cyclical
545
+ 5.52%
$422.83 - $490.34 $230K - $267K
10.4K $4.42M
HD
Home Depot, Inc.

Consumer Cyclical
1.32K
+ 2.73%
$385.02 - $431.37 $507K - $569K
49.7K $19.3M
SO
Southern CO

Utilities
3.03K
+ 3.67%
$81.5 - $94.15 $247K - $285K
85.6K $7.05M
IGRO
Ishares Tr International Divid

ETFs
4.58K
+ 3.88%
$67.76 - $74.48 $310K - $341K
122K $8.32M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.83K
+ 2.61%
$64.18 - $70.42 $182K - $199K
111K $7.19M
MSFT
Microsoft Corp

Technology
914
+ 0.74%
$406.35 - $454.46 $371K - $415K
124K $52.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.28K
+ 2.05%
$57.29 - $63.1 $188K - $207K
163K $9.34M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
1.41K
+ 0.52%
$164.89 - $177.66 $233K - $251K
276K $45.5M
Activity Summary
Buys All Purchases 105 New Holdings 11 Increased Positions 94 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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