Baltimore Washington Financial Advisors, Inc. Reduced Holdings in Q4 2024

Baltimore Washington Financial Advisors, Inc.

  • $1.85 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-665
- 2.52%
$485.52 - $625.25 $323K - $416K
25.8K $13M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.7K
- 0.79%
$174.22 - $187.62 $471K - $507K
338K $59.1M
PINS
Pinterest, Inc.

Communication Services
-7.28K
- 7.26%
$28.24 - $34.15 $206K - $249K
93K $2.7M
XOM
Exxon Mobil Corp

Energy
-17
- 0.15%
$105.51 - $125.37 $1.79K - $2.13K
11.4K $1.23M
IBB
Ishares Biotechnology ETF

ETFs
-53
- 0.73%
$131.21 - $148.85 $6.95K - $7.89K
7.25K $959K
TXN
Texas Instruments Inc

Technology
-403
- 0.59%
N/A
67.6K $13.2M
LMT
Lockheed Martin Corp

Industrials
-23
- 4.36%
$479.66 - $614.62 $11K - $14.1K
505 $245K
KO
Coca Cola CO

Consumer Defensive
-144
- 3.2%
$61.74 - $71.71 $8.89K - $10.3K
4.36K $271K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.47K
- 9.55%
$29.77 - $30.19 $43.8K - $44.4K
13.9K $416K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.15K
- 16.64%
$36.54 - $37.53 $42.2K - $43.3K
5.78K $212K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-248
- 3.83%
$89.9 - $100.66 $22.3K - $25K
6.22K $562K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-279
- 4.52%
$77.86 - $79.27 $21.7K - $22.1K
5.9K $460K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-48
- 0.95%
$563.99 - $620.12 $27.1K - $29.8K
4.99K $2.84M
VTI
Vanguard Total Stock Market Et

ETFs
-180
- 3.99%
$280.04 - $302.45 $50.4K - $54.4K
4.34K $1.26M
IWR
Ishares Russell Mid Cap ETF

ETFs
-464
- 0.55%
$87.25 - $95.52 $40.5K - $44.3K
84.7K $7.48M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-15
- 0.07%
$44.33 - $49.55 $665 - $743
20.1K $904K
SPMD
Spdr Portfolio

ETFs
-93
- 1.07%
$54.13 - $59.56 $5.03K - $5.54K
8.58K $469K
Labcorp Holdings Inc
-1.02K
- 4.5%
N/A
21.7K $0
HON
Honeywell International Inc

Industrials
-21
- 1.7%
$202.84 - $236.0 $4.26K - $4.96K
1.21K $274K
AXP
American Express CO

Financial Services
-3
- 0.35%
$267.35 - $305.57 $802 - $917
851 $252K
VGT
Vanguard Information Technolog

ETFs
-4
- 0.45%
$571.78 - $647.97 $2.29K - $2.59K
881 $547K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.5K
- 1.75%
$66.77 - $71.52 $167K - $179K
140K $9.68M
NFLX
Netflix Inc

Communication Services
-17
- 5.63%
$687.65 - $936.56 $11.7K - $15.9K
285 $254K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.81K
- 32.41%
$213.65 - $479.86 $387K - $869K
3.77K $1.52M
SPY
Spdr S&P 500 ETF Trust

ETFs
-172
- 0.42%
$567.81 - $607.81 $97.7K - $105K
40.5K $23.7M
ONON
On Holding Ag

Consumer Cyclical
-14K
- 4.65%
$46.3 - $59.54 $647K - $832K
287K $15.7M
GOOGL
Alphabet Inc.

Communication Services
-244
- 0.54%
$161.86 - $196.66 $39.5K - $48K
44.6K $8.44M
MAR
Marriott International Inc

Consumer Cyclical
-250
- 0.33%
$246.06 - $292.59 $61.5K - $73.1K
76.6K $21.4M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-2.51K
- 3.52%
$173.13 - $258.09 $434K - $647K
68.7K $15.9M
NVDA
Nvidia Corp

Technology
-5.12K
- 1.0%
$117.0 - $148.88 $600K - $763K
507K $68.1M
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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