Baltimore Washington Financial Advisors, Inc. Incresed Positions in Q3 2024

Baltimore Washington Financial Advisors, Inc.

  • $1.8 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
4.43K
+ 2.26%
$120.77 - $159.66 $535K - $707K
200K $30.7M
VV
Vanguard Large Cap ETF

ETFs
4.02K
+ 1.07%
$236.92 - $263.4 $951K - $1.06M
378K $99.6M
AAPL
Apple Inc.

Technology
1.3K
+ 0.61%
$207.23 - $234.82 $270K - $306K
215K $50.1M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
981
+ 0.36%
$151.63 - $169.74 $149K - $167K
274K $46.4M
VTV
Vanguard Value ETF

ETFs
6.71K
+ 2.85%
$159.75 - $174.57 $1.07M - $1.17M
242K $42.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13.5K
+ 4.67%
$117.9 - $128.2 $1.59M - $1.73M
302K $38.7M
META
Meta Platforms, Inc.

Communication Services
1.94K
+ 4.07%
$453.41 - $572.44 $880K - $1.11M
49.7K $28.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.22K
+ 6.58%
$405.19 - $478.57 $1.31M - $1.54M
52.2K $24M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
26.8K
+ 4.89%
$63.28 - $70.06 $1.7M - $1.88M
576K $40.3M
IVV
Ishares Core S&P 500 ETF

ETFs
2.17K
+ 3.03%
$520.18 - $576.82 $1.13M - $1.25M
73.6K $42.4M
ICE
Intercontinental Exchange, Inc.

Financial Services
404
+ 0.32%
$136.93 - $162.81 $55.3K - $65.8K
126K $20.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6.47K
+ 4.61%
$125.95 - $142.04 $815K - $919K
147K $20.9M
IYG
Ishares Tr

ETFs
8.37K
+ 2.24%
$64.2 - $71.76 $537K - $600K
382K $27.1M
BLK
Black Rock Inc.

Financial Services
466
+ 3.29%
$782.27 - $949.51 $365K - $442K
14.6K $13.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.12K
+ 1.15%
$434.77 - $502.96 $922K - $1.07M
187K $91M
VONG
Vanguard Russell 1000 Growth E

ETFs
13.5K
+ 2.94%
$85.48 - $98.39 $1.16M - $1.33M
474K $45.8M
SPYG
Spdr Portfolio

ETFs
14.1K
+ 3.77%
$73.38 - $84.1 $1.03M - $1.18M
387K $32.1M
ANET
Arista Networks, Inc.

Technology
680
+ 1.19%
$311.42 - $388.21 $212K - $264K
57.7K $22.2M
COST
Costco Wholesale Corp

Consumer Defensive
769
+ 1.96%
$801.83 - $917.05 $617K - $705K
40K $35.4M
VO
Vanguard Mid Cap ETF

ETFs
2.16K
+ 3.32%
$237.84 - $263.83 $513K - $569K
67.1K $17.7M
UBER
Uber Technologies, Inc

Technology
15.5K
+ 4.94%
$58.48 - $77.47 $907K - $1.2M
330K $24.8M
XLV
Select Sector Spdr Fund Health

ETFs
219
+ 0.09%
$143.3 - $157.24 $31.4K - $34.4K
231K $35.5M
SYK
Stryker Corp

Healthcare
1.55K
+ 2.39%
$315.94 - $371.96 $491K - $578K
66.7K $24.1M
V
Visa Inc.

Financial Services
2.63K
+ 3.12%
$253.74 - $291.56 $668K - $767K
87.1K $23.9M
BKNG
Booking Holdings Inc.

Consumer Cyclical
103
+ 2.03%
$3305.62 - $4268.05 $340K - $440K
5.17K $21.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
775
+ 1.8%
$475.2 - $527.7 $368K - $409K
43.8K $23.1M
VBR
Vanguard Small Cap Value ETF

ETFs
2.97K
+ 5.67%
$179.99 - $201.6 $534K - $599K
55.4K $11.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.98K
+ 4.56%
$259.22 - $299.75 $514K - $595K
45.5K $12.8M
JPM
Jpmorgan Chase & CO

Financial Services
2.62K
+ 2.36%
$194.9 - $224.8 $510K - $588K
114K $23.9M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
891
+ 1.27%
$138.85 - $182.81 $124K - $163K
71.2K $12.6M
VUG
Vanguard Growth ETF

ETFs
2.67K
+ 7.99%
$341.08 - $391.94 $910K - $1.05M
36.1K $13.8M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
936
+ 0.86%
$127.29 - $141.5 $119K - $132K
110K $15.3M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
8.2K
+ 3.1%
$54.38 - $59.77 $446K - $490K
272K $16.1M
SHOP
Shopify Inc.

Technology
1.8K
+ 2.23%
$52.26 - $80.75 $94.1K - $145K
82.6K $6.62M
SO
Southern CO

Utilities
2.02K
+ 2.51%
$77.0 - $90.52 $156K - $183K
82.6K $7.45M
IGRO
Ishares Tr International Divid

ETFs
4.69K
+ 4.14%
$66.7 - $75.25 $313K - $353K
118K $8.79M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
2.85K
+ 6.36%
$223.74 - $251.93 $637K - $717K
47.6K $12M
FTNT
Fortinet, Inc.

Technology
1.19K
+ 2.05%
$55.39 - $77.55 $65.9K - $92.3K
59.1K $4.59M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.36K
+ 3.48%
$56.47 - $63.69 $303K - $342K
159K $10M
RACE
Ferrari N.V.

Consumer Cyclical
634
+ 6.87%
$405.92 - $496.79 $257K - $315K
9.87K $4.64M
MAR
Marriott International Inc

Consumer Cyclical
1.39K
+ 1.85%
$211.35 - $255.11 $295K - $356K
76.9K $19.1M
SOFI
So Fi Technologies, Inc.

Financial Services
20.2K
+ 4.0%
$6.32 - $8.19 $128K - $165K
525K $4.13M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.84K
+ 2.68%
$63.46 - $71.43 $180K - $203K
109K $7.69M
CRM
Salesforce, Inc.

Technology
945
+ 3.2%
$238.42 - $276.53 $225K - $261K
30.5K $8.35M
VIG
Vanguard Dividend Appreciation

ETFs
4.66K
+ 1.69%
$182.15 - $182.15 $849K - $849K
280K $51.1M
IWM
Ishares Russell 2000 ETF

ETFs
1.29K
+ 6.33%
$200.87 - $224.6 $258K - $289K
21.6K $4.77M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.54K
+ 3.26%
$194.66 - $225.97 $299K - $347K
48.7K $10.7M
AMD
Advanced Micro Devices Inc

Technology
2.59K
+ 2.88%
$128.67 - $183.96 $334K - $477K
92.7K $15.2M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
19.3K
+ 6.19%
$24.78 - $25.11 $477K - $483K
330K $8.29M
Activity Summary
Buys All Purchases 93 New Holdings 15 Increased Positions 78 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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