Notify me when Baltimore-Washington Financial Advisors, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 177 | $2,331,592,511 | +$129,725,221 | -$69,168,351 | +$60,556,870 | VV, QQQ, NVDA, MSFT, IVV | 13F-HR | 12 Nov 2025, 09:49 |
| Q2 2025 | 171 | $2,145,714,310 | +$182,796,793 | -$126,176,931 | +$56,619,862 | VV, QQQ, NVDA, MSFT, VIG | 13F-HR | 12 Aug 2025, 18:12 |
| Q1 2025 | 154 | $1,884,860,098 | +$70,415,350 | -$42,888,240 | +$27,527,110 | VV, QQQ, RSP, VIG, NVDA | 13F-HR | 14 May 2025, 16:06 |
| Q4 2024 | 153 | $1,946,658,698 | +$101,608,175 | -$57,650,593 | +$43,957,582 | VV, QQQ, NVDA, RSP, VIG | 13F-HR | 24 Jan 2025, 16:49 |
| Q3 2024 | 148 | $1,857,556,755 | +$87,721,880 | -$50,211,383 | +$37,510,497 | VV, QQQ, NVDA, RSP, VIG | 13F-HR | 12 Nov 2024, 16:46 |
| Q2 2024 | 140 | $1,729,625,130 | +$164,057,590 | -$20,498,385 | +$143,559,205 | VV, QQQ, NVDA, RSP, MSFT | 13F-HR | 30 Jul 2024, 16:23 |
| Q1 2024 | 126 | $1,607,251,102 | +$113,566,704 | -$70,183,597 | +$43,383,107 | VV, QQQ, RSP, MSFT, VIG | 13F-HR | 08 May 2024, 16:10 |
| Q4 2023 | 144 | $1,443,512,843 | +$116,890,106 | -$53,607,088 | +$63,283,018 | VV, QQQ, RSP, MSFT, VIG | 13F-HR | 12 Feb 2024, 10:47 |
| Q3 2023 | 156 | $1,235,856,337 | +$76,305,162 | -$26,478,733 | +$49,826,429 | VV, QQQ, RSP, MSFT, VIG | 13F-HR | 08 Nov 2023, 17:07 |
| Q2 2023 | 137 | $1,255,141,351 | +$207,570,770 | -$151,982,310 | +$55,588,460 | VV, QQQ, RSP, MSFT, AAPL | 13F-HR | 09 Aug 2023, 16:30 |
| Q1 2023 | 142 | $1,135,431,358 | +$50,331,948 | -$19,491,369 | +$30,840,579 | VV, QQQ, AAPL, MSFT, VTV | 13F-HR | 10 May 2023, 17:03 |
| Q4 2022 | 132 | $1,022,547,240 | +$62,973,248 | -$212,639,804 | -$149,666,556 | VV, QQQ, VTV, AAPL, MSFT | 13F-HR | 09 Feb 2023, 15:25 |
| Q3 2022 | 120 | $1,080,814,000 | +$265,853,943 | -$12,962,611 | +$252,891,332 | VV, VTV, VCSH, QQQ, VIG | 13F-HR | 31 Oct 2022, 13:51 |
| Q2 2022 | 125 | $934,407,000 | $0 | VV, QQQ, MSFT, AAPL, VCSH | 13F-HR | 05 Aug 2022, 13:11 | ||
| Q1 2022 | 85 | $646,681,819 | $0 | QQQ, VV, TXN, AMZN, VCSH | 13F-HR | 13 May 2022, 13:02 | ||
| Q4 2021 | 135 | $1,238,666,000 | +$148,446,943 | -$26,382,362,623 | -$26,233,915,680 | QQQ, VV, MSFT, AAPL, BX | Restatement | 08 Apr 2022, 09:29 |
| Q3 2021 | 126 | $1,128,463,000 | +$102,333,647 | -$10,401,783 | +$91,931,864 | QQQ, VV, MSFT, AAPL, BX | 13F-HR | 20 Oct 2021, 14:30 |
| Q2 2021 | 123 | $1,074,586,000 | +$34,339,328 | -$20,618,259 | +$13,721,069 | QQQ, VV, MSFT, AAPL, AMZN | 13F-HR | 12 Aug 2021, 12:02 |
| Q1 2021 | 122 | $981,677,000 | +$43,939,808 | -$15,238,037 | +$28,701,771 | QQQ, VV, MSFT, AAPL, TXN | 13F-HR | 06 May 2021, 15:47 |
| Q4 2020 | 121 | $917,158,000 | +$65,143,036 | -$7,693,462 | +$57,449,574 | QQQ, VV, AAPL, MSFT, AMZN | 13F-HR | 01 Feb 2021, 12:26 |
| Q3 2020 | 113 | $772,290,000 | +$173,497,999 | -$138,380,504 | +$35,117,495 | QQQ, VV, AAPL, MSFT, AMZN | 13F-HR | 03 Nov 2020, 08:58 |
| Q2 2020 | 93 | $584,768,000 | +$22,485,754 | -$10,654,756 | +$11,830,998 | QQQ, MSFT, VV, AAPL, AMZN | 13F-HR | 10 Aug 2020, 10:02 |
| Q1 2020 | 112 | $554,672,000 | +$25,701,672 | -$7,256,646 | +$18,445,026 | MSFT, QQQ, VV, AAPL, AMZN | 13F-HR | 28 Apr 2020, 12:39 |
| Q4 2019 | 117 | $680,827,000 | +$27,883,695 | -$9,626,480 | +$18,257,215 | VV, MSFT, QQQ, AAPL, TXN | 13F-HR | 04 Feb 2020, 11:44 |
| Q3 2019 | 108 | $608,563,000 | +$28,098,668 | -$13,112,548 | +$14,986,120 | VV, MSFT, QQQ, TXN, VTV | 13F-HR | 16 Oct 2019, 14:53 |
| Q2 2019 | 105 | $593,893,000 | +$21,061,588 | -$4,656,241 | +$16,405,347 | VV, MSFT, QQQ, VTV, TXN | 13F-HR | 25 Jul 2019, 10:09 |
| Q1 2019 | 103 | $571,508,000 | +$29,577,799 | -$6,514,168 | +$23,063,631 | VV, QQQ, MSFT, VTV, DVY | 13F-HR | 18 Apr 2019, 08:13 |
| Q4 2018 | 95 | $483,590,000 | +$31,917,229 | -$8,245,091 | +$23,672,138 | VV, MSFT, QQQ, VTV, TXN | 13F-HR | 29 Jan 2019, 15:37 |
| Q3 2018 | 96 | $552,782,000 | +$59,328,768 | -$14,913,648 | +$44,415,120 | VV, MSFT, QQQ, VTV, AAPL | 13F-HR | 01 Nov 2018, 13:22 |
| Q2 2018 | 89 | $503,915,000 | +$71,053,318 | -$3,515,056 | +$67,538,262 | VV, MSFT, QQQ, VTV, TXN | 13F-HR | 30 Jul 2018, 16:02 |
| Q1 2018 | 84 | $457,953,000 | +$46,840,245 | -$23,653,184 | +$23,187,061 | VV, MSFT, VTV, TXN, QQQXXXX | 13F-HR | 16 Apr 2018, 11:41 |
| Q4 2017 | 80 | $475,894,000 | +$39,008,905 | -$16,349,465 | +$22,659,440 | AAPL, VV, TXN, MSFT, VTV | 13F-HR | 16 Jan 2018, 12:51 |
| Q3 2017 | 75 | $440,324,000 | +$29,756,845 | -$11,295,575 | +$18,461,270 | VV, VTV, TXN, MSFT, QQQXXXX | 13F-HR | 18 Oct 2017, 13:04 |
| Q2 2017 | 70 | $416,106,000 | +$33,038,860 | -$6,915,991 | +$26,122,869 | VV, VTV, QQQXXXX, MSFT, JNJ | 13F-HR | 17 Jul 2017, 12:58 |
| Q1 2017 | 70 | $392,804,000 | +$27,547,786 | -$2,127,208 | +$25,420,578 | VV, VTV, VCSH, TXN, MSFT | 13F-HR | 18 Apr 2017, 08:53 |
| Q4 2016 | 74 | $365,306,000 | +$43,679,834 | -$17,433,724 | +$26,246,110 | VV, VTV, VCSH, MSFT, TXN | Restatement | 17 Mar 2017, 15:34 |
| Q3 2016 | 73 | $351,335,000 | +$31,972,552 | -$13,551,904 | +$18,420,648 | VCSH, VV, TXN, JNJ, MSFT | 13F-HR | 12 Oct 2016, 11:09 |
| Q2 2016 | 70 | $336,131,000 | +$33,011,728 | -$1,436,532 | +$31,575,196 | VCSH, JNJ, PEP, AAPL, VV | 13F-HR | 27 Jul 2016, 16:17 |
| Q1 2016 | 82 | $329,659,000 | +$50,737,228 | -$3,522,979 | +$47,214,249 | AAPL, VCSH, PEP, DIS, MSFT | 13F-HR | 02 May 2016, 09:08 |
| Q4 2015 | 89 | $319,704,000 | +$34,592,436 | -$22,114,341 | +$12,478,095 | AAPL, VCSH, WFC, IGSB, PEP | 13F-HR | 29 Jan 2016, 18:20 |
| Q3 2015 | 256 | $314,597,410 | +$14,242,894 | -$4,448,408 | +$9,794,486 | AAPL, VCSH, IGSB, WFC, PEP | 13F-HR | 16 Oct 2015, 15:03 |
| Q2 2015 | 213 | $336,205,000 | +$12,365,803 | -$16,250,447 | -$3,884,644 | AAPL, IGSB, VCSH, WFC, BXXXXX | 13F-HR | 15 Jul 2015, 12:03 |
| Q1 2015 | 287 | $343,478,000 | +$16,361,911 | -$9,265,371 | +$7,096,540 | AAPL, IGSB, JCI, VCSH, CALM | 13F-HR | 08 Apr 2015, 12:23 |
| Q4 2014 | 245 | $333,671,000 | +$38,694,112 | -$7,903,440 | +$30,790,672 | AAPL, IGSB, VCSH, CALM, JCI | 13F-HR | 21 Jan 2015, 10:02 |
| Q3 2014 | 268 | $311,894,000 | +$11,526,321 | -$12,706,500 | -$1,180,179 | IGSB, AAPL, CALM, VCSH, PEP | 13F-HR | 29 Oct 2014, 09:24 |
| Q2 2014 | 271 | $321,542,000 | +$34,277,035 | -$7,405,010 | +$26,872,025 | IGSB, AAPL, CALM, COP, PAA | 13F-HR | 18 Jul 2014, 14:20 |
| Q1 2014 | 220 | $293,039,000 | +$29,000,912 | -$12,970,875 | +$16,030,037 | IGSB, CALM, AAPL, VCSH, DOW | Restatement | 30 Apr 2014, 18:26 |
| Q4 2013 | 287 | $295,798,000 | $0 | IGSB, VODXXXX, AAPL, VCSH, JCI | 13F-HR | 14 Jan 2014, 13:32 |