Baltimore-Washington Financial Advisors, Inc. Top Holdings and 13F Report (2025) About Baltimore-Washington Financial Advisors, Inc.Investment ActivityBaltimore-Washington Financial Advisors, Inc. has $1.95 billion in total holdings as of December 31, 2024.Baltimore-Washington Financial Advisors, Inc. owns shares of 153 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 5.22% of the portfolio was purchased this quarter.About 2.96% of the portfolio was sold this quarter.This quarter, Baltimore-Washington Financial Advisors, Inc. has purchased 148 new stocks and bought additional shares in 94 stocks.Baltimore-Washington Financial Advisors, Inc. sold shares of 31 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Large-Cap ETF $102,971,582Invesco QQQ $97,192,941NVIDIA $68,121,597Invesco S&P 500 Equal Weight ETF $59,141,787Vanguard Dividend Appreciation ETF $56,765,369 Largest New Holdings this Quarter ARISTA NETWORKS INC $25,455,500 HoldingBLACKROCK INC $15,422,228 HoldingSchwab US Broad Market ETF $410,174 HoldingDutch Bros $282,852 HoldingClear Secure $266,400 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 230,304 shares (about $25.46M)BLACKROCK INC 15,044 shares (about $15.42M)iShares iBonds Dec 2028 Term Treasury ETF 335,023 shares (about $7.34M)SPDR S&P 1500 Momentum Tilt ETF 11,684 shares (about $3.04M)SPDR Portfolio S&P 1500 Composite Stock Market ETF 41,752 shares (about $2.98M) Largest Sales this Quarter ON 13,978 shares (about $765.58K)Tesla 1,810 shares (about $730.95K)NVIDIA 5,124 shares (about $688.10K)Royal Caribbean Cruises 2,508 shares (about $578.57K)Invesco S&P 500 Equal Weight ETF 2,703 shares (about $473.65K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaltimore-Washington Financial Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVVanguard Large-Cap ETF$102,971,582$965,797 ▲0.9%381,8005.3%ETFQQQInvesco QQQ$97,192,941$1,840,437 ▲1.9%190,1155.0%FinanceNVDANVIDIA$68,121,597$688,102 ▼-1.0%507,2723.5%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$59,141,787$473,646 ▼-0.8%337,5103.0%ETFVIGVanguard Dividend Appreciation ETF$56,765,369$1,876,447 ▲3.4%289,8702.9%ETFAAPLApple$54,001,977$107,180 ▲0.2%215,6452.8%Computer and TechnologyMSFTMicrosoft$52,368,439$385,251 ▲0.7%124,2432.7%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$49,949,211$968,540 ▲2.0%483,5362.6%ETFAMZNAmazon.com$48,678,054$1,051,098 ▲2.2%221,8792.5%Retail/WholesaleLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$45,548,084$233,606 ▲0.5%275,6992.3%ETFIVViShares Core S&P 500 ETF$45,049,185$1,731,914 ▲4.0%76,5252.3%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$44,108,501$2,982,349 ▲7.3%617,5062.3%ETFVTVVanguard Value ETF$42,836,320$1,837,915 ▲4.5%253,0212.2%ETFVYMVanguard High Dividend Yield ETF$41,070,770$2,523,471 ▲6.5%321,8972.1%ETFGOOGAlphabet$40,844,186$568,844 ▲1.4%214,4732.1%Computer and TechnologyRSPTInvesco S&P 500 Equal Weight Technology ETF$40,077,245$1,496,651 ▲3.9%1,071,0112.1%ETFCOSTCostco Wholesale$37,180,690$554,348 ▲1.5%40,5781.9%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$35,162,608$1,135,315 ▲3.3%400,0301.8%ETFBXBlackstone$34,815,809$264,838 ▲0.8%201,9241.8%FinanceXLVHealth Care Select Sector SPDR Fund$31,888,484$140,734 ▲0.4%231,7981.6%ETFIYGiShares U.S. Financial Services ETF$30,329,834$622,479 ▲2.1%389,7941.6%ETFMETAMeta Platforms$29,827,281$752,386 ▲2.6%50,9421.5%Computer and TechnologyVVisa$27,937,617$422,861 ▲1.5%88,3991.4%Business ServicesJPMJPMorgan Chase & Co.$27,882,078$666,872 ▲2.5%116,3161.4%FinanceCMGChipotle Mexican Grill$26,852,737$382,362 ▲1.4%445,3191.4%Retail/WholesaleBKNGBooking$26,248,810$546,540 ▲2.1%5,2831.3%Retail/WholesaleARISTA NETWORKS INC$25,455,500$25,455,500 ▲New Holding230,3041.3%COM SHSBRK.BBerkshire Hathaway$24,851,981$1,195,299 ▲5.1%54,8271.3%FinanceSYKStryker$24,520,898$512,000 ▲2.1%68,1031.3%MedicalSPYSPDR S&P 500 ETF Trust$23,745,603$100,806 ▼-0.4%40,5161.2%FinanceVOOVanguard S&P 500 ETF$23,625,981$23,169 ▲0.1%43,8491.2%ETFIBHHiShares iBonds 2028 Term High Yield and Income ETF$21,561,506$1,204,937 ▲5.9%922,6661.1%ETFEFIVSPDR S&P 500 ESG ETF$21,479,594$9,715 ▲0.0%380,3051.1%ETFMARMarriott International$21,373,794$69,735 ▼-0.3%76,6251.1%Consumer DiscretionaryIBDTiShares iBonds Dec 2028 Term Corporate ETF$21,172,921$760,670 ▲3.7%850,3181.1%ETFSDYSPDR S&P Dividend ETF$20,783,517$1,366,035 ▲7.0%157,3331.1%ETFUBERUber Technologies$20,603,864$724,021 ▲3.6%341,5761.1%Computer and TechnologyHDHome Depot$19,314,973$512,691 ▲2.7%49,6541.0%Retail/WholesaleICEIntercontinental Exchange$19,049,601$348,386 ▲1.9%127,8411.0%FinanceVOVanguard Mid-Cap ETF$18,001,119$273,901 ▲1.5%68,1530.9%ETFVUGVanguard Growth ETF$17,070,100$2,265,670 ▲15.3%41,5890.9%ETFRCLRoyal Caribbean Cruises$15,856,320$578,573 ▼-3.5%68,7340.8%Consumer DiscretionaryONONON$15,698,999$765,575 ▼-4.6%286,6350.8%Retail/WholesaleMMTMSPDR S&P 1500 Momentum Tilt ETF$15,423,396$3,041,416 ▲24.6%59,2510.8%ETFBLACKROCK INC$15,422,228$15,422,228 ▲New Holding15,0440.8%COMIJTiShares S&P Small-Cap 600 Growth ETF$15,343,594$465,405 ▲3.1%113,3450.8%ETFAJGArthur J. Gallagher & Co.$14,687,819$1,773,495 ▲13.7%51,7450.8%FinanceIBDRiShares iBonds Dec 2026 Term Corporate ETF$13,143,884$957,866 ▲7.9%546,0690.7%ETFUNHUnitedHealth Group$13,027,601$336,389 ▼-2.5%25,7540.7%MedicalCPRTCopart$12,731,971$165,914 ▲1.3%221,8500.7%Business ServicesTXNTexas Instruments$12,677,917$75,566 ▼-0.6%67,6120.7%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$12,081,188$613,117 ▲5.3%51,3500.6%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$11,770,162$7,338,210 ▲165.6%537,3620.6%ManufacturingAMDAdvanced Micro Devices$11,438,571$243,996 ▲2.2%94,6980.6%Computer and TechnologyADBEAdobe$11,377,774$33,796 ▲0.3%25,5860.6%Computer and TechnologyVBRVanguard Small-Cap Value ETF$11,295,023$324,623 ▲3.0%56,9930.6%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$10,655,123$2,378,023 ▲28.7%425,3540.5%ETFCRMSalesforce$10,417,465$220,325 ▲2.2%31,1590.5%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$10,303,017$43,092 ▲0.4%89,4200.5%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$10,216,638$504,876 ▲5.2%447,9020.5%ManufacturingIBHFiShares iBonds 2026 Term High Yield and Income ETF$9,995,661$294,769 ▲3.0%431,7780.5%ETFARCCAres Capital$9,770,105$397,151 ▲4.2%446,3270.5%FinanceSPLGSPDR Portfolio S&P 500 ETF$9,678,660$172,625 ▼-1.8%140,3930.5%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$9,490,743$872,051 ▲10.1%406,9790.5%ManufacturingVEUVanguard FTSE All-World ex-US ETF$9,343,452$188,075 ▲2.1%162,7500.5%ETFSOFISoFi Technologies$9,131,122$1,043,797 ▲12.9%592,9300.5%FinanceSHOPShopify$8,989,244$202,027 ▲2.3%84,5410.5%Computer and TechnologyDGTSPDR Global Dow ETF$8,764,241$295,350 ▲3.5%66,3810.5%ETFGOOGLAlphabet$8,436,410$46,189 ▼-0.5%44,5670.4%Computer and TechnologyIGROiShares International Dividend Growth ETF$8,322,358$311,120 ▲3.9%122,4600.4%ETFIWRiShares Russell Mid-Cap ETF$7,483,268$41,018 ▼-0.5%84,6520.4%ETFIDEViShares Core MSCI International Developed Markets ETF$7,185,585$182,578 ▲2.6%111,4570.4%ETFSOSouthern$7,048,566$249,347 ▲3.7%85,6240.4%UtilitiesABNBAirbnb$6,497,831$835,373 ▲14.8%49,4470.3%Consumer DiscretionaryFTNTFortinet$6,240,121$653,518 ▲11.7%66,0470.3%Computer and TechnologyIWMiShares Russell 2000 ETF$4,997,382$227,586 ▲4.8%22,6170.3%FinanceLABCORP HOLDINGS INC$4,966,053$234,131 ▼-4.5%21,6560.3%COM SHSRACEFerrari$4,423,008$231,538 ▲5.5%10,4110.2%Auto/Tires/TrucksMDYSPDR S&P MidCap 400 ETF Trust$2,840,437$27,339 ▼-1.0%4,9870.1%ETFPINSPinterest$2,697,406$211,236 ▼-7.3%93,0140.1%Computer and TechnologyTYTri-Continental$1,812,4140.0%57,1920.1%FinanceCRWDCrowdStrike$1,535,2720.0%4,4870.1%Computer and TechnologyTSLATesla$1,524,092$730,950 ▼-32.4%3,7740.1%Auto/Tires/TrucksSPYVSPDR Portfolio S&P 500 Value ETF$1,505,123$1,432 ▲0.1%29,4310.1%ETFNULGNuveen ESG Large-Cap Growth ETF$1,434,644$8,670 ▲0.6%16,7130.1%ETFIWFiShares Russell 1000 Growth ETF$1,282,862$26,099 ▲2.1%3,1950.1%ETFVTIVanguard Total Stock Market ETF$1,256,377$52,168 ▼-4.0%4,3350.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,249,704$121,605 ▲10.8%36,6160.1%ETFXOMExxon Mobil$1,231,039$1,829 ▼-0.1%11,4440.1%Oils/EnergyPSCTInvesco S&P SmallCap Information Technology ETF$981,7580.0%20,5690.1%ETFIWSiShares Russell Mid-Cap Value ETF$961,751$259 ▲0.0%7,4360.0%ETFIBBiShares Biotechnology ETF$959,052$7,007 ▼-0.7%7,2540.0%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$904,161$674 ▼-0.1%20,1280.0%ETFDKNGDraftKings$804,822$1,339 ▲0.2%21,6350.0%Consumer DiscretionaryDISWalt Disney$769,059$5,234 ▲0.7%6,9060.0%Consumer DiscretionarySORSource Capital$650,4000.0%14,9550.0%FinanceLLYEli Lilly and Company$642,304$2,316 ▲0.4%8320.0%MedicalDDominion Energy$626,806$2,908 ▲0.5%11,6380.0%UtilitiesSLYGSPDR S&P 600 Small Cap Growth ETF$562,338$22,407 ▼-3.8%6,2240.0%ETFCEGConstellation Energy$550,998$39,149 ▲7.6%2,4630.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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