Baltimore Washington Financial Advisors, Inc. Sells in Q3 2025

Baltimore Washington Financial Advisors, Inc.

  • $2.18 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-361K
- 74.58%
$38.58 - $58.24 $13.9M - $21M
123K $4.82M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-134K
- 81.97%
$136.48 - $142.97 $18.3M - $19.1M
29.5K $4.13M
CRM
Salesforce, Inc.

Technology
-37K
- 97.26%
$231.66 - $273.65 $8.58M - $10.1M
1.04K $247K
XLV
Select Sector Spdr Fund Health

ETFs
-57.7K
- 55.38%
$129.01 - $139.72 $7.44M - $8.06M
46.5K $6.47M
UNH
Unitedhealth Group Inc

Healthcare
-22.9K
- 96.82%
$237.77 - $353.61 $5.44M - $8.08M
751 $259K
T
At&T Inc.

Communication Services
-57.4K
- 59.39%
$26.94 - $29.62 $1.55M - $1.7M
39.2K $1.11M
CPRT
Copart Inc

Consumer Cyclical
-9.76K
- 3.79%
$44.6 - $49.97 $435K - $488K
248K $11.1M
TXN
Texas Instruments Inc

Technology
-6.92K
- 10.96%
N/A
56.3K $10.9M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-29.4K
- 5.66%
N/A
491K $11.7M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-12.6K
- 3.18%
$23.29 - $23.38 $294K - $295K
384K $8.98M
HD
Home Depot, Inc.

Consumer Cyclical
-2.87K
- 11.32%
$357.4 - $423.42 $1.03M - $1.22M
22.5K $9.12M
PPL
Ppl Corp

Utilities
-4.81K
- 24.54%
$33.54 - $37.24 $161K - $179K
14.8K $549K
PG
Procter & Gamble CO

Consumer Defensive
-600
- 18.83%
$150.47 - $161.22 $90.3K - $96.7K
2.59K $397K
VZ
Verizon Communications Inc

Communication Services
-2.71K
- 19.96%
$40.84 - $45.06 $111K - $122K
10.9K $477K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-4.61K
- 1.06%
$22.84 - $22.95 $105K - $106K
431K $9.88M
CSCO
Cisco Systems, Inc.

Technology
-919
- 21.52%
$66.2 - $71.79 $60.8K - $66K
3.35K $229K
VO
Vanguard Mid Cap ETF

ETFs
-1.68K
- 5.16%
$279.83 - $293.74 $471K - $494K
30.9K $9.08M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.08K
- 7.82%
$30.02 - $30.29 $32.4K - $32.7K
12.7K $384K
VTI
Vanguard Total Stock Market Et

ETFs
-371
- 7.89%
$303.93 - $329.86 $113K - $122K
4.33K $1.42M
MRK
Merck & Co., Inc.

Healthcare
-319
- 7.17%
$77.6 - $87.37 $24.8K - $27.9K
4.13K $346K
FAN
First Tr Exchange Traded Fd Ii
-230
- 1.82%
N/A
12.4K $0
Ge Vernova Inc
-183
- 23.08%
N/A
610 $0
Intuitive Machines Inc
-10K
- 27.1%
N/A
26.9K $0
UNP
Union Pacific Corp

Industrials
-54
- 2.51%
$214.91 - $237.16 $11.6K - $12.8K
2.1K $496K
IWY
Ishares Tr Russell 200 Growth

ETFs
-236
- 9.31%
$243.93 - $275.62 $57.6K - $65K
2.3K $629K
EXC
Exelon Corp

Utilities
-49
- 0.88%
$42.73 - $45.54 $2.09K - $2.23K
5.52K $248K
TFC
Truist Financial Corp

Financial Services
-111
- 2.29%
$42.83 - $47.07 $4.75K - $5.22K
4.74K $216K
XLE
Energy Sector Spdr

ETFs
-50
- 1.35%
$84.25 - $91.99 $4.21K - $4.6K
3.66K $326K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-241
- 3.91%
$87.69 - $96.0 $21.1K - $23.1K
5.92K $558K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-130
- 2.42%
$41.34 - $45.65 $5.37K - $5.93K
5.24K $236K
SPMD
Spdr Portfolio

ETFs
-58
- 0.69%
$54.43 - $58.29 $3.16K - $3.38K
8.34K $476K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-992
- 3.61%
$52.12 - $55.33 $51.7K - $54.9K
26.5K $1.47M
IWS
Ishares Russell Midcap Value E

ETFs
-164
- 2.25%
$132.83 - $140.61 $21.8K - $23.1K
7.14K $996K
WELL
Welltower Inc.

Real Estate
-65
- 3.04%
$150.71 - $178.14 $9.8K - $11.6K
2.07K $369K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-518
- 3.08%
$92.97 - $100.18 $48.2K - $51.9K
16.3K $1.62M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-147
- 3.28%
$567.09 - $607.37 $83.4K - $89.3K
4.33K $2.58M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-627
- 2.0%
$39.8 - $42.86 $25K - $26.9K
30.8K $1.32M
ORCL
Oracle Corp

Technology
-117
- 8.82%
$218.96 - $328.33 $25.6K - $38.4K
1.21K $340K
D
Dominion Energy, Inc

Utilities
-16
- 0.14%
$56.32 - $62.1 $901 - $994
11.6K $708K
IWM
Ishares Russell 2000 ETF

ETFs
-413
- 6.72%
$214.92 - $244.84 $88.8K - $101K
5.74K $1.39M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-298
- 1.49%
$42.26 - $47.16 $12.6K - $14.1K
19.7K $913K
IBB
Ishares Biotechnology ETF

ETFs
-30
- 0.44%
$127.63 - $144.37 $3.83K - $4.33K
6.77K $977K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-20
- 0.64%
$420.11 - $472.68 $8.4K - $9.45K
3.12K $1.46M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.83K
- 2.23%
$92.26 - $97.51 $168K - $178K
80K $7.72M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.16K
- 2.58%
$131.47 - $143.64 $152K - $166K
43.6K $6.16M
TSLA
Tesla, Inc.

Consumer Cyclical
-280
- 8.31%
$293.94 - $444.72 $82.3K - $125K
3.09K $1.37M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-536
- 0.39%
$72.65 - $78.68 $38.9K - $42.2K
136K $10.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-175
- 0.45%
$617.65 - $666.84 $108K - $117K
38.9K $25.9M
SOFI
So Fi Technologies, Inc.

Financial Services
-10.1K
- 1.32%
$17.64 - $29.81 $178K - $300K
753K $19.9M
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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