Sponsored

The Analysis of Baltimore-Washington Financial Advisors, Inc.'s Holdings & P&L

Currently, Baltimore-Washington Financial Advisors, Inc. holds 186 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in VYM (+102.2K shares, valued at $15.1M), SDY (+94.9K shares, valued at $13.9M), WMT (+96.0K shares, valued at $11.9M); decreased their positions in N/A (-219.9K shares, valued at $25.3M), TXN (-49.4K shares, valued at $9.6M), N/A (-3.4K shares, valued at $1.6M); initiated new positions in COF (+39.5K shares, valued at $7.2M), VOT (+15.5K shares, valued at $4.0M), VBK (+8.6K shares, valued at $2.6M).

1M P&L

+74.0M+3.71%

3M P&L

-36.9M-1.76%

HY P&L

-817.1K-0.04%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.1B

56.3%

2Semiconductors109.2M

5.6%

3Software - Infrastructure99.8M

5.1%

Top Industries by Stock Count

1N/A81 stocks

47.1%

2Utilities - Regulated Electric6 stocks

3.5%

3Drug Manufacturers - General5 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VV VANGUARD INDEX FDS385.0K shares1.29%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR176.2K shares1.18%2026-03-312026-05-15

NVDA NVIDIA CORPORATION550.4K shares2.24%2026-03-312026-05-15

RSPT INVESCO EXCHANGE TRADED FD T1.7M shares2.39%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS326.4K shares2.70%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T365.3K shares2.96%2026-03-312026-05-15

IVV ISHARES TR106.0K shares4.04%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS421.2K shares32.05%2026-03-312026-05-15

Sponsored

AAPL APPLE INC239.3K shares2.47%2026-03-312026-05-15

ALPHABET INC ALPHABET INC209.1K shares-1.79%2026-03-312026-05-15

SPTM SPDR SERIES TRUST750.9K shares2.45%2026-03-312026-05-15

VONG VANGUARD SCOTTSDALE FDS537.0K shares5.15%2026-03-312026-05-15

VTV VANGUARD INDEX FDS299.4K shares5.52%2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR491.2K shares26.91%2026-03-312026-05-15

LGLV SPDR SERIES TRUST302.9K shares2.53%2026-03-312026-05-15

AMZN AMAZON COM INC249.4K shares1.84%2026-03-312026-05-15

Sponsored

MSFT MICROSOFT CORP139.6K shares0.62%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION45.3K shares1.70%2026-03-312026-05-15

SPYG SPDR SERIES TRUST448.6K shares3.15%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO141.3K shares2.37%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL75.0K shares-4.35%2026-03-312026-05-15

IYG ISHARES TR428.7K shares2.91%2026-03-312026-05-15

META META PLATFORMS INC60.6K shares6.17%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC274.4K shares3.40%2026-03-312026-05-15

Sponsored

V VISA INC105.0K shares3.53%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC426.9K shares4.47%2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW93.9K shares2.03%2026-03-312026-05-15

TJX TJX COS INC NEW190.1K shares0.43%2026-03-312026-05-15

IBHH ISHARES TR1.3M shares4.09%2026-03-312026-05-15

SYK STRYKER CORPORATION81.9K shares2.61%2026-03-312026-05-15

IBDT ISHARES TR1.1M shares6.18%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC6.1K shares1.72%2026-03-312026-05-15

Sponsored

SPY STATE STR SPDR S&P 500 ETF T39.1K shares-1.47%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS42.5K shares-2.38%2026-03-312026-05-15

EFIV SPDR SERIES TRUST402.5K shares2.07%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN147.1K shares1.78%2026-03-312026-05-15

VUG VANGUARD INDEX FDS51.9K shares4.74%2026-03-312026-05-15

RCL ROYAL CARIBBEAN GROUP82.1K shares2.18%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC56.7K shares15.85%2026-03-312026-05-15

MMTM SPDR SERIES TRUST77.3K shares6.67%2026-03-312026-05-15

Sponsored

BLACKROCK INC BLACKROCK INC19.8K shares1.99%2026-03-312026-05-15

SDY SPDR SERIES TRUST122.7K shares341.24%2026-03-312026-05-15

IBTI ISHARES TR791.7K shares10.57%2026-03-312026-05-15

BROADCOM INC BROADCOM INC55.3K shares5.85%2026-03-312026-05-15

NDAQ NASDAQ INC194.7K shares0.44%2026-03-312026-05-15

ASML ASML HLDG NV12.0K shares15.07%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F208.4K shares7.97%2026-03-312026-05-15

IGRO ISHARES TR182.3K shares8.62%2026-03-312026-05-15

Sponsored

IBHI ISHARES TR652.3K shares29.77%2026-03-312026-05-15

ALPHABET INC ALPHABET INC52.2K shares1.71%2026-03-312026-05-15

SHOP SHOPIFY INC124.5K shares6.67%2026-03-312026-05-15

DGT SPDR SERIES TRUST84.6K shares6.17%2026-03-312026-05-15

VBR VANGUARD INDEX FDS65.4K shares5.54%2026-03-312026-05-15

SOFI SOFI TECHNOLOGIES INC876.0K shares7.61%2026-03-312026-05-15

SO SOUTHERN CO131.5K shares7.07%2026-03-312026-05-15

WMT WALMART INC101.0K shares1906.54%2026-03-312026-05-15

Sponsored

IDEV ISHARES TR147.2K shares6.01%2026-03-312026-05-15

ARCC ARES CAPITAL CORP654.6K shares6.72%2026-03-312026-05-15

ONON ON HLDG AG346.2K shares2.71%2026-03-312026-05-15

IBDU ISHARES TR503.9K shares22.74%2026-03-312026-05-15

IBDR ISHARES TR482.8K shares-1.43%2026-03-312026-05-15

IBTG ISHARES TR485.3K shares7.43%2026-03-312026-05-15

IBHF ISHARES TR476.5K shares-0.26%2026-03-312026-05-15

SPYM SPDR SERIES TRUST123.0K shares2.06%2026-03-312026-05-15

Sponsored

VO VANGUARD INDEX FDS28.6K shares-3.03%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP39.5K sharesnew addition2026-03-312026-05-15

IWR ISHARES TR72.1K shares-2.69%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR44.1K shares-4.93%2026-03-312026-05-15

IJT ISHARES TR40.0K shares-2.75%2026-03-312026-05-15

HD HOME DEPOT INC16.0K shares-8.98%2026-03-312026-05-15

IBTJ ISHARES TR222.8K shares32.42%2026-03-312026-05-15

VOT VANGUARD INDEX FDS15.5K sharesnew addition2026-03-312026-05-15

Sponsored

VBK VANGUARD INDEX FDS8.6K sharesnew addition2026-03-312026-05-15

LLY ELI LILLY & CO2.5K shares-24.84%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 403.8K shares-7.51%2026-03-312026-05-15

XOM EXXON MOBIL CORP12.8K shares1.92%2026-03-312026-05-15

VTI VANGUARD INDEX FDS5.1K shares11.31%2026-03-312026-05-15

NEE NEXTERA ENERGY INC16.3K shares0.00%2026-03-312026-05-15

NULG NUSHARES ETF TR16.2K shares0.00%2026-03-312026-05-15

SPYV SPDR SERIES TRUST25.3K shares0.21%2026-03-312026-05-15

Sponsored

IWF ISHARES TR3.2K shares2.34%2026-03-312026-05-15

IWM ISHARES TR5.5K shares-1.20%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS27.6K shares-7.30%2026-03-312026-05-15

PSCT INVESCO EXCH TRADED FD TR II20.6K shares0.00%2026-03-312026-05-15

IBB ISHARES TR6.5K shares-0.40%2026-03-312026-05-15

TSLA TESLA INC3.0K shares-6.54%2026-03-312026-05-15

DIS DISNEY WALT CO11.1K shares-10.31%2026-03-312026-05-15

ROCKET LAB CORP ROCKET LAB CORP15.7K shares17.61%2026-03-312026-05-15

Sponsored

IWS ISHARES TR6.8K shares-2.01%2026-03-312026-05-15

NFLX NETFLIX INC.10.1K shares149.42%2026-03-312026-05-15

IJR ISHARES TR7.6K shares0.07%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC4.4K shares-0.20%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC8.0K shares-96.50%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC9.0K sharesnew addition2026-03-312026-05-15

JNJ JOHNSON & JOHNSON3.4K shares-11.41%2026-03-312026-05-15

VGT VANGUARD WORLD FD1.2K shares2.68%2026-03-312026-05-15

Sponsored

SPSM SPDR SERIES TRUST16.1K shares-6.58%2026-03-312026-05-15

TY TRI CONTL CORP24.4K shares0.00%2026-03-312026-05-15

UNP UNION PAC CORP3.1K shares45.83%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP2.6K shares-0.08%2026-03-312026-05-15

D DOMINION ENERGY INC11.7K shares0.00%2026-03-312026-05-15

COHERENT CORP COHERENT CORP3.0K shares-3.01%2026-03-312026-05-15

IWD ISHARES TR3.3K shares8.34%2026-03-312026-05-15

BAC BANK AMERICA CORP14.5K shares32.30%2026-03-312026-05-15

Sponsored

SOR SOURCE CAPITAL15.0K shares0.00%2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR6.3K shares0.00%2026-03-312026-05-15

CVX CHEVRON CORPORATION3.1K shares-12.97%2026-03-312026-05-15

GEV GE VERNOVA INC687 shares11.17%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC11.9K shares-5.81%2026-03-312026-05-15

AMGN AMGEN INC1.6K shares0.00%2026-03-312026-05-15

PPL PPL CORP14.9K shares0.00%2026-03-312026-05-15

AFRM AFFIRM HLDGS INC12.0K sharesnew addition2026-03-312026-05-15

Sponsored

INTU INTUIT1.3K sharesnew addition2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP905 shares1.80%2026-03-312026-05-15

RDDT REDDIT INC4.0K shares0.00%2026-03-312026-05-15

SLYG SPDR SERIES TRUST5.6K shares-1.73%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC4.3K shares-0.88%2026-03-312026-05-15

WM WASTE MGMT INC DEL2.2K shares0.00%2026-03-312026-05-15

IWY ISHARES TR2.0K shares-6.88%2026-03-312026-05-15

PEP PEPSICO INC3.3K shares98.17%2026-03-312026-05-15

Sponsored

CAT CATERPILLAR INC705 shares-0.42%2026-03-312026-05-15

HON HONEYWELL INTL INC2.2K shares-2.13%2026-03-312026-05-15

YOU CLEAR SECURE INC10.0K shares-0.01%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS6.1K shares-14.35%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS10.0K shares9.00%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR7.4K shares-3.73%2026-03-312026-05-15

T AT&T INC15.3K shares-72.54%2026-03-312026-05-15

BA BOEING CO2.1K shares83.18%2026-03-312026-05-15

Sponsored

GE AEROSPACE GE AEROSPACE1.5K shares38.97%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR16.5K shares0.11%2026-03-312026-05-15

LUNR INTUITIVE MACHINES INC22.1K shares0.00%2026-03-312026-05-15

PG PROCTER & GAMBLE CO2.8K shares-7.17%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR15.8K shares0.79%2026-03-312026-05-15

ABBV ABBVIE INC1.8K shares-1.73%2026-03-312026-05-15

WELL WELLTOWER INC2.0K shares0.00%2026-03-312026-05-15

CMG CHIPOTLE MEXICAN GRILL INC12.2K shares-6.88%2026-03-312026-05-15

Sponsored

KO COCA COLA CO5.1K shares8.95%2026-03-312026-05-15

ROK ROCKWELL AUTOMATION INC1.1K shares0.00%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS1.5K shares-5.83%2026-03-312026-05-15

IJH ISHARES TR5.3K shares67.81%2026-03-312026-05-15

SPMD SPDR SERIES TRUST6.0K shares-17.89%2026-03-312026-05-15

SPSB SPDR SERIES TRUST11.8K shares-6.43%2026-03-312026-05-15

EMF TEMPLETON EMERGING MKTS FD19.1K shares0.00%2026-03-312026-05-15

CSCO CISCO SYS INC4.3K shares20.30%2026-03-312026-05-15

Sponsored

MMM 3M CO2.3K shares9.04%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO1.1K shares13.23%2026-03-312026-05-15

RTX RTX CORPORATION1.7K shares27.36%2026-03-312026-05-15

DTE DTE ENERGY CO2.2K shares0.00%2026-03-312026-05-15

ITOT ISHARES TR2.2K shares54.58%2026-03-312026-05-15

GIS GENERAL MILLS INC8.5K shares-0.18%2026-03-312026-05-15

DE DEERE & CO551 shares-2.65%2026-03-312026-05-15

NOW SERVICENOW INC3.0K sharesnew addition2026-03-312026-05-15

Sponsored

FAN FIRST TR EXCHANGE-TRADED FD12.4K shares0.00%2026-03-312026-05-15

QTEC FIRST TR EXCHANGE-TRADED FD1.4K shares0.00%2026-03-312026-05-15

BAH BOOZ ALLEN HAMILTON HLDG COR3.8K sharesnew addition2026-03-312026-05-15

EXC EXELON CORP6.0K shares4.09%2026-03-312026-05-15

CSX CSX CORP7.1K shares-1.08%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I981 shares-11.14%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN1.3K shares-1.54%2026-03-312026-05-15

BROS DUTCH BROS INC5.4K shares0.00%2026-03-312026-05-15

Sponsored

USMV ISHARES TR2.9K sharesnew addition2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY S A551 shares0.00%2026-03-312026-05-15

MPC MARATHON PETE CORP1.1K sharesnew addition2026-03-312026-05-15

PFE PFIZER INC9.2K shares-12.70%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC1.7K shares-1.58%2026-03-312026-05-15

DAL DELTA AIR LINES INC3.8K sharesnew addition2026-03-312026-05-15

HWM HOWMET AEROSPACE INC1.1K shares0.00%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS3.9K shares0.89%2026-03-312026-05-15

Sponsored

DIA STATE STR SPDR DOW JONES IND533 shares0.00%2026-03-312026-05-15

ESML ISHARES TR5.2K shares0.00%2026-03-312026-05-15

BP BP PLC5.2K shares-23.41%2026-03-312026-05-15

TDF TEMPLETON DRAGON FD INC22.9K shares0.00%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR7.9K sharesnew addition2026-03-312026-05-15

MCD MCDONALDS CORP776 shares-1.40%2026-03-312026-05-15

LH LABCORP HOLDINGS INC884 shares-1.12%2026-03-312026-05-15

TFC TRUIST FINL CORP5.1K shares-0.43%2026-03-312026-05-15

Sponsored

AMAT APPLIED MATLS INC660 sharesnew addition2026-03-312026-05-15

TXN TEXAS INSTRS INC1.1K shares-97.72%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR1.4K sharesnew addition2026-03-312026-05-15

ORCL ORACLE CORP1.4K shares-0.21%2026-03-312026-05-15

FDN FIRST TR EXCHANGE-TRADED FD884 shares0.00%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC1.8K sharesnew addition2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR8.2K sharesnew addition2026-03-312026-05-15

INTC INTEL CORP4.6K sharesnew addition2026-03-312026-05-15

Sponsored

VXF VANGUARD INDEX FDS974 sharesnew addition2026-03-312026-05-15

UAMY UNITED STATES ANTIMONY CORP18.1K shares13.20%2026-03-312026-05-15

VANGUARD INDEX FDS

1.29%

Shares385.0K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

1.18%

Shares176.2K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

2.24%

Shares550.4K

Event2026-03-31

Filed2026-05-15

RSPT

INVESCO EXCHANGE TRADED FD T

2.39%

Shares1.7M

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

2.70%

Shares326.4K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

2.96%

Shares365.3K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

4.04%

Shares106.0K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

32.05%

Shares421.2K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

2.47%

Shares239.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-1.79%

Shares209.1K

Event2026-03-31

Filed2026-05-15

SPTM

SPDR SERIES TRUST

2.45%

Shares750.9K

Event2026-03-31

Filed2026-05-15

VONG

VANGUARD SCOTTSDALE FDS

5.15%

Shares537.0K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

5.52%

Shares299.4K

Event2026-03-31

Filed2026-05-15

XLC

SELECT SECTOR SPDR TR

26.91%

Shares491.2K

Event2026-03-31

Filed2026-05-15

LGLV

SPDR SERIES TRUST

2.53%

Shares302.9K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

1.84%

Shares249.4K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

0.62%

Shares139.6K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

1.70%

Shares45.3K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

3.15%

Shares448.6K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

2.37%

Shares141.3K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-4.35%

Shares75.0K

Event2026-03-31

Filed2026-05-15

IYG

ISHARES TR

2.91%

Shares428.7K

Event2026-03-31

Filed2026-05-15