Baltimore-Washington Financial Advisors, Inc.
Q3 2025 13F Holdings
- Locationcolumbia, MD
- Num holdings
177
- Value ($000)
$2,331,593
- Date Filed 11/12/2025
- Form type13F-HR
- CIK 0001555486
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
V VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $116.07M | 5 % | 377,035 | ||
N INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $102.76M | 4 % | 171,162 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $95.18M | 4 % | 510,104 | ||
M MICROSOFT CORP | COM | 594918104 | $69.64M | 3 % | 134,456 | ||
I ISHARES TR | CORE S&P500 ETF | 464287200 | $67.01M | 3 % | 100,126 | ||
V VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $67.00M | 3 % | 310,498 | ||
R INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $65.59M | 3 % | 345,778 | ||
R INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 46137V282 | $62.08M | 3 % | 1,392,499 | ||
V VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $58.66M | 3 % | 486,840 | ||
A APPLE INC | COM | 037833100 | $58.57M | 3 % | 230,010 |
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