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Baltimore-Washington Financial Advisors Inc

Portfolio Manager
Baltimore-Washington Financial Advisors INC
Performance
-5.51% (2026 Q1)
AUM (13F)
$2.32B
# of Holdings
186
Performance Rank
Allocation (Top 20)
56.17%

Baltimore-Washington Financial Advisors Inc Holdings Map

Top 50 Baltimore-Washington Financial Advisors Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VV
VANGUARD INDEX FDS
4.96%385.0K$115.1M
+1.29%(+4.89K)
2025-Q1: 385.7K shares2025-Q2: 372.0K shares2025-Q3: 377.0K shares2025-Q4: 380.1K shares2026-Q1: 385.0K shares
$375.23(-9.43%)
2026-03-31
QQQ
INVESCO QQQ TR
4.39%176.2K$101.7M
+1.18%(+2.06K)
2025-Q1: 192.2K shares2025-Q2: 171.8K shares2025-Q3: 171.2K shares2025-Q4: 174.1K shares2026-Q1: 176.2K shares
$232.94(+204.34%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.14%550.4K$96.0M
+2.24%(+12.08K)
2025-Q1: 503.0K shares2025-Q2: 505.6K shares2025-Q3: 510.1K shares2025-Q4: 538.3K shares2026-Q1: 550.4K shares
$33.50(+572.50%)
2026-03-31
RSPT
INVESCO EXCHANGE TRADED FD T
3.31%1.70M$76.8M
+2.39%(+39.52K)
2025-Q1: 1.12M shares2025-Q2: 1.12M shares2025-Q3: 1.39M shares2025-Q4: 1.66M shares2026-Q1: 1.70M shares
$31.00(+86.99%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
3.03%326.4K$70.2M
+2.70%(+8.58K)
2025-Q1: 292.8K shares2025-Q2: 299.1K shares2025-Q3: 310.5K shares2025-Q4: 317.8K shares2026-Q1: 326.4K shares
$159.92(+43.44%)
2026-03-31
RSP
INVESCO EXCHANGE TRADED FD T
3.03%365.3K$70.1M
+2.96%(+10.51K)
2025-Q1: 338.5K shares2025-Q2: 335.7K shares2025-Q3: 345.8K shares2025-Q4: 354.8K shares2026-Q1: 365.3K shares
$377.10(-46.55%)
2026-03-31
IVV
ISHARES TR
2.99%106.0K$69.2M
+4.04%(+4.11K)
2025-Q1: 79.2K shares2025-Q2: 97.5K shares2025-Q3: 100.1K shares2025-Q4: 101.9K shares2026-Q1: 106.0K shares
$480.70(+54.45%)
2026-03-31
VYM
VANGUARD WHITEHALL FDS
2.69%421.2K$62.4M
+32.05%(+102.24K)
2025-Q1: 329.6K shares2025-Q2: 322.1K shares2025-Q3: 330.3K shares2025-Q4: 319.0K shares2026-Q1: 421.2K shares
$115.62(+34.72%)
2026-03-31
AAPL
APPLE INC
2.62%239.3K$60.7M
+2.47%(+5.78K)
2025-Q1: 217.9K shares2025-Q2: 226.9K shares2025-Q3: 230.0K shares2025-Q4: 233.5K shares2026-Q1: 239.3K shares
$86.39(+247.53%)
2026-03-31
GOOG
ALPHABET INC
2.59%209.1K$60.0M
-1.79%(-3.81K)
2025-Q1: 215.5K shares2025-Q2: 219.4K shares2025-Q3: 221.4K shares2025-Q4: 212.9K shares2026-Q1: 209.1K shares
$57.91(+579.14%)
2026-03-31

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