Baltimore Washington Financial Advisors, Inc. Incresed Positions in Q3 2025

Baltimore Washington Financial Advisors, Inc.

  • $2.18 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
4.5K
+ 0.89%
$153.3 - $186.58 $690K - $840K
510K $95.2M
GOOG
Alphabet Inc.

Communication Services
2.01K
+ 0.92%
$175.16 - $255.24 $352K - $513K
221K $53.9M
AAPL
Apple Inc.

Technology
3.13K
+ 1.38%
$202.38 - $256.87 $634K - $805K
230K $58.6M
VV
Vanguard Large Cap ETF

ETFs
4.99K
+ 1.34%
$285.05 - $309.14 $1.42M - $1.54M
377K $116M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
45.6K
+ 6.79%
$74.93 - $80.73 $3.42M - $3.68M
717K $57.8M
VONG
Vanguard Russell 1000 Growth E

ETFs
14.8K
+ 3.14%
$108.08 - $121.73 $1.6M - $1.8M
487K $58.7M
VTV
Vanguard Value ETF

ETFs
25.2K
+ 10.17%
$175.51 - $186.57 $4.42M - $4.7M
273K $50.9M
IVV
Ishares Core S&P 500 ETF

ETFs
2.66K
+ 2.73%
$620.67 - $670.08 $1.65M - $1.78M
100K $67M
TJX
Tjx Companies Inc

Consumer Cyclical
19.8K
+ 12.29%
$121.35 - $144.54 $2.4M - $2.86M
181K $26.1M
BX
Blackstone Inc.

Financial Services
6.77K
+ 3.12%
$152.77 - $188.68 $1.03M - $1.28M
223K $38.2M
SPYG
Spdr Portfolio

ETFs
13.9K
+ 3.44%
$94.33 - $105.31 $1.31M - $1.46M
417K $43.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.8K
+ 9.64%
$459.11 - $506.91 $3.12M - $3.45M
77.4K $38.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
10K
+ 2.99%
$181.56 - $190.33 $1.82M - $1.91M
346K $65.6M
SHOP
Shopify Inc.

Technology
6.42K
+ 6.19%
$112.11 - $157.12 $720K - $1.01M
110K $16.4M
JPM
Jpmorgan Chase & CO

Financial Services
2.81K
+ 2.26%
$282.78 - $316.06 $795K - $889K
127K $40.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8.18K
+ 2.54%
$132.9 - $142.03 $1.09M - $1.16M
330K $46.5M
MSFT
Microsoft Corp

Technology
1.7K
+ 1.28%
$491.09 - $535.64 $832K - $908K
134K $69.6M
PGR
Progressive Corp

Financial Services
20.5K
+ 26.27%
$238.61 - $264.3 $4.89M - $5.41M
98.5K $24.3M
GOOGL
Alphabet Inc.

Communication Services
22
+ 0.04%
$174.36 - $254.72 $3.84K - $5.6K
50.7K $12.3M
AVGO
Broadcom Inc.

Technology
1.92K
+ 4.15%
$264.74 - $369.57 $508K - $710K
48.2K $15.9M
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
130K
+ 146.43%
$23.43 - $23.88 $3.04M - $3.1M
219K $5.22M
UBER
Uber Technologies, Inc

Technology
13.4K
+ 3.5%
$86.91 - $99.57 $1.17M - $1.34M
397K $38.9M
VUG
Vanguard Growth ETF

ETFs
1.61K
+ 3.62%
$433.97 - $484.08 $700K - $781K
46.2K $22.2M
IYG
Ishares Tr

ETFs
11.2K
+ 2.84%
$85.16 - $90.57 $951K - $1.01M
405K $36.3M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
8.86K
+ 3.17%
$172.72 - $179.11 $1.53M - $1.59M
288K $51.4M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
9.24K
+ 2.43%
$58.56 - $63.63 $541K - $588K
389K $24.7M
VBR
Vanguard Small Cap Value ETF

ETFs
8.39K
+ 16.17%
$195.41 - $212.37 $1.64M - $1.78M
60.3K $12.6M
ASML
Asml Holding Nv

Technology
865
+ 10.41%
$689.63 - $968.09 $597K - $837K
9.18K $8.88M
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
3.35K
+ 5.19%
$265.21 - $286.92 $887K - $960K
67.8K $19.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
406
+ 0.94%
$567.77 - $614.76 $231K - $250K
43.6K $26.7M
VIG
Vanguard Dividend Appreciation

ETFs
11.4K
+ 3.8%
N/A
310K $56.6M
LLY
Eli Lilly & CO

Healthcare
2.47K
+ 275.39%
$625.65 - $812.69 $1.55M - $2.01M
3.37K $2.57M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
63.9K
+ 6.01%
$23.53 - $23.89 $1.5M - $1.53M
1.13M $26.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
9.64K
+ 5.64%
$66.38 - $71.68 $640K - $691K
181K $12.9M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.31K
+ 1.7%
$301.44 - $365.84 $395K - $479K
78.2K $25.3M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
50.1K
+ 60.31%
$23.13 - $23.54 $1.16M - $1.18M
133K $3.13M
AMZN
Amazon Com Inc

Consumer Cyclical
4.56K
+ 1.94%
$211.65 - $238.24 $965K - $1.09M
240K $52.7M
SO
Southern CO

Utilities
7.02K
+ 6.59%
$90.83 - $96.0 $637K - $674K
113K $10.8M
META
Meta Platforms, Inc.

Communication Services
1.59K
+ 2.98%
$695.21 - $791.73 $1.1M - $1.26M
55K $40.4M
KKR
Kkr & Co. Inc.

Financial Services
8.6K
+ 15.17%
$129.95 - $152.16 $1.12M - $1.31M
65.3K $8.49M
IDEV
Ishares Core Msci Intl Develop

ETFs
4.9K
+ 3.8%
$74.68 - $80.26 $366K - $393K
134K $10.7M
IGRO
Ishares Tr International Divid

ETFs
9.89K
+ 6.77%
$75.97 - $80.24 $751K - $793K
156K $12.4M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
31K
+ 3.36%
$25.24 - $25.56 $782K - $792K
954K $24.3M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
36.2K
+ 5.71%
$22.19 - $22.44 $803K - $812K
670K $15M
AJG
Arthur J. Gallagher & Co.

Financial Services
4.8K
+ 6.76%
$284.17 - $319.49 $1.36M - $1.53M
75.7K $23.5M
DIS
Walt Disney CO

Communication Services
6.87K
+ 98.78%
$112.25 - $124.0 $771K - $852K
13.8K $1.58M
RACE
Ferrari N.V.

Consumer Cyclical
1.56K
+ 10.89%
$436.24 - $517.65 $679K - $806K
15.9K $7.69M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
10.1K
+ 2.27%
$23.09 - $23.43 $233K - $237K
456K $10.7M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.07K
+ 98.08%
$265.78 - $299.3 $285K - $321K
2.17K $590K
Activity Summary
Buys All Purchases 115 New Holdings 16 Increased Positions 99 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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