Top 50 Baltimore-Washington Financial Advisors Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 4.96% | 385.0K | $115.1M | +1.29%(+4.89K) | $375.23(-9.43%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.39% | 176.2K | $101.7M | +1.18%(+2.06K) | $232.94(+204.34%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.14% | 550.4K | $96.0M | +2.24%(+12.08K) | $33.50(+572.50%) | 2026-03-31 | |
| RSPT | INVESCO EXCHANGE TRADED FD T | 3.31% | 1.70M | $76.8M | +2.39%(+39.52K) | $31.00(+86.99%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.03% | 326.4K | $70.2M | +2.70%(+8.58K) | $159.92(+43.44%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.03% | 365.3K | $70.1M | +2.96%(+10.51K) | $377.10(-46.55%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.99% | 106.0K | $69.2M | +4.04%(+4.11K) | $480.70(+54.45%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 2.69% | 421.2K | $62.4M | +32.05%(+102.24K) | $115.62(+34.72%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.62% | 239.3K | $60.7M | +2.47%(+5.78K) | $86.39(+247.53%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.59% | 209.1K | $60.0M | -1.79%(-3.81K) | $57.91(+579.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.02% | +64.40% |
| Top 20 Holdings Unweighted | +18.23% | +65.27% |
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