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 |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 188 | $2,403,983,314 | +$149,247,773 | -$91,977,110 | +$57,270,663 | VV, QQQ, NVDA, RSPT, VIG | 13F-HR | 12 Feb 2026, 19:40 |
| Q3 2025 | 177 | $2,331,592,511 | +$129,725,221 | -$69,168,339 | +$60,556,882 | VV, QQQ, NVDA, MSFT, IVV | 13F-HR | 12 Nov 2025, 09:49 |
| Q2 2025 | 171 | $2,145,714,310 | +$182,796,781 | -$126,176,939 | +$56,619,842 | VV, QQQ, NVDA, MSFT, VIG | 13F-HR | 12 Aug 2025, 18:12 |
| Q1 2025 | 154 | $1,884,860,098 | +$70,415,348 | -$42,888,241 | +$27,527,107 | VV, QQQ, RSP, VIG, NVDA | 13F-HR | 14 May 2025, 16:06 |
| Q4 2024 | 153 | $1,946,658,698 | +$101,608,174 | -$57,650,605 | +$43,957,569 | VV, QQQ, NVDA, RSP, VIG | 13F-HR | 24 Jan 2025, 16:49 |
| Q3 2024 | 148 | $1,857,556,755 | +$87,721,880 | -$50,211,424 | +$37,510,456 | VV, QQQ, NVDA, RSP, VIG | 13F-HR | 12 Nov 2024, 16:46 |
| Q2 2024 | 140 | $1,729,625,130 | +$164,057,582 | -$20,498,383 | +$143,559,199 | VV, QQQ, NVDA, RSP, MSFT | 13F-HR | 30 Jul 2024, 16:23 |
| Q1 2024 | 126 | $1,607,251,102 | +$113,566,694 | -$70,183,603 | +$43,383,091 | VV, QQQ, RSP, MSFT, VIG | 13F-HR | 08 May 2024, 16:10 |
| Q4 2023 | 143 | $1,442,038,571 | +$116,890,125 | -$53,607,121 | +$63,283,004 | VV, QQQ, RSP, MSFT, VIG | 13F-HR | 12 Feb 2024, 10:47 |
| Q3 2023 | 143 | $1,233,497,865 | +$76,305,153 | -$23,117,100 | +$53,188,053 | VV, QQQ, RSP, MSFT, VIG | 13F-HR | 08 Nov 2023, 17:07 |
| Q2 2023 | 135 | $1,249,230,751 | +$207,570,770 | -$182,699,521 | +$24,871,249 | VV, QQQ, RSP, MSFT, AAPL | 13F-HR | 09 Aug 2023, 16:30 |
| Q1 2023 | 139 | $1,128,131,153 | +$43,031,743 | -$21,568,505 | +$21,463,238 | VV, QQQ, AAPL, MSFT, VTV | 13F-HR | 10 May 2023, 17:03 |
| Q4 2022 | 132 | $1,022,547,240 | +$60,636,090 | -$211,837,444 | -$151,201,354 | VV, QQQ, VTV, AAPL, MSFT | 13F-HR | 09 Feb 2023, 16:25 |
| Q3 2022 | 148 | $1,083,661,000 | +$265,853,937 | -$23,103,732 | +$242,750,205 | VV, VTV, VCSH, QQQ, VIG | 13F-HR | 31 Oct 2022, 13:51 |
| Q2 2022 | 125 | $934,407,000 | +$160,885,359 | -$61,320,391 | +$99,564,968 | VV, QQQ, MSFT, AAPL, VCSH | 13F-HR | 05 Aug 2022, 13:11 |
| Q1 2022 | 145 | $645,201,819 | $0 | $0 | $0 | QQQ, VV, TXN, AMZN, VCSH | 13F-HR | 13 May 2022, 13:02 |
| Q4 2021 | 135 | $1,238,666,000 | +$148,446,949 | -$93,699,811 | +$54,747,138 | QQQ, VV, MSFT, AAPL, BX | Restatement | 08 Apr 2022, 09:29 |
| Q3 2021 | 127 | $1,128,463,000 | +$102,333,659 | -$10,401,786 | +$91,931,873 | QQQ, VV, MSFT, AAPL, BX | 13F-HR | 20 Oct 2021, 14:30 |
| Q2 2021 | 124 | $1,074,586,000 | +$34,339,331 | -$20,618,263 | +$13,721,068 | QQQ, VV, MSFT, AAPL, AMZN | 13F-HR | 12 Aug 2021, 12:02 |
| Q1 2021 | 122 | $981,677,000 | +$43,939,811 | -$15,238,033 | +$28,701,778 | QQQ, VV, MSFT, AAPL, TXN | 13F-HR | 06 May 2021, 15:47 |
| Q4 2020 | 121 | $917,158,000 | +$65,143,037 | -$15,683,463 | +$49,459,574 | QQQ, VV, AAPL, MSFT, AMZN | 13F-HR | 01 Feb 2021, 13:26 |
| Q3 2020 | 113 | $772,290,000 | +$70,571,873 | -$47,329,173 | +$23,242,700 | QQQ, VV, AAPL, MSFT, AMZN | 13F-HR | 03 Nov 2020, 09:58 |
| Q2 2020 | 131 | $584,768,000 | +$22,485,754 | -$13,837,763 | +$8,647,991 | QQQ, MSFT, VV, AAPL, AMZN | 13F-HR | 10 Aug 2020, 10:02 |
| Q1 2020 | 112 | $554,672,000 | +$25,701,667 | -$13,454,641 | +$12,247,026 | MSFT, QQQ, VV, AAPL, AMZN | 13F-HR | 28 Apr 2020, 12:39 |
| Q4 2019 | 117 | $680,827,000 | +$27,883,694 | -$9,626,478 | +$18,257,216 | VV, MSFT, QQQ, AAPL, TXN | 13F-HR | 04 Feb 2020, 12:44 |
| Q3 2019 | 108 | $608,563,000 | +$28,098,659 | -$13,338,547 | +$14,760,112 | VV, MSFT, QQQ, TXN, VTV | 13F-HR | 16 Oct 2019, 14:53 |
| Q2 2019 | 105 | $593,893,000 | +$21,061,583 | -$21,988,241 | -$926,658 | VV, MSFT, QQQ, VTV, TXN | 13F-HR | 25 Jul 2019, 10:09 |
| Q1 2019 | 103 | $571,508,000 | +$29,577,797 | -$6,722,168 | +$22,855,629 | VV, QQQ, MSFT, VTV, DVY | 13F-HR | 18 Apr 2019, 08:13 |
| Q4 2018 | 95 | $483,590,000 | +$31,917,223 | -$17,454,094 | +$14,463,129 | VV, MSFT, QQQ, VTV, TXN | 13F-HR | 29 Jan 2019, 16:37 |
| Q3 2018 | 96 | $552,782,000 | +$59,328,770 | -$37,767,649 | +$21,561,121 | VV, MSFT, QQQ, VTV, AAPL | 13F-HR | 01 Nov 2018, 13:22 |
| Q2 2018 | 89 | $503,915,000 | +$71,053,334 | -$35,244,057 | +$35,809,277 | VV, MSFT, QQQ, VTV, TXN | 13F-HR | 30 Jul 2018, 16:02 |
| Q1 2018 | 84 | $457,953,000 | +$46,840,246 | -$60,864,186 | -$14,023,940 | VV, MSFT, VTV, TXN, QQQ | 13F-HR | 16 Apr 2018, 11:41 |
| Q4 2017 | 80 | $475,894,000 | +$39,008,904 | -$19,586,461 | +$19,422,443 | AAPL, VV, TXN, MSFT, VTV | 13F-HR | 16 Jan 2018, 13:51 |
| Q3 2017 | 75 | $440,324,000 | +$29,756,848 | -$19,336,582 | +$10,420,266 | VV, VTV, TXN, MSFT, QQQ | 13F-HR | 18 Oct 2017, 13:04 |
| Q2 2017 | 70 | $416,106,000 | +$33,038,854 | -$20,889,986 | +$12,148,868 | VV, VTV, QQQ, MSFT, JNJ | 13F-HR | 17 Jul 2017, 12:58 |
| Q1 2017 | 70 | $392,804,000 | +$27,547,786 | -$21,351,207 | +$6,196,579 | VV, VTV, VCSH, TXN, MSFT | 13F-HR | 18 Apr 2017, 08:53 |
| Q4 2016 | 74 | $365,306,000 | +$43,679,829 | -$32,567,725 | +$11,112,104 | VV, VTV, VCSH, MSFT, TXN | Restatement | 17 Mar 2017, 15:34 |
| Q3 2016 | 73 | $351,335,000 | +$31,972,554 | -$26,287,908 | +$5,684,646 | VCSH, VV, TXN, JNJ, MSFT | 13F-HR | 12 Oct 2016, 11:09 |
| Q2 2016 | 70 | $336,131,000 | +$33,011,739 | -$29,370,532 | +$3,641,207 | VCSH, JNJ, PEP, AAPL, VV | 13F-HR | 27 Jul 2016, 16:17 |
| Q1 2016 | 82 | $329,659,000 | +$50,737,220 | -$40,379,980 | +$10,357,240 | AAPL, VCSH, PEP, DIS, MSFT | 13F-HR | 02 May 2016, 09:08 |
| Q4 2015 | 89 | $319,704,000 | +$34,592,434 | -$38,443,369 | -$3,850,935 | AAPL, VCSH, WFC, IGSB, PEP | 13F-HR | 29 Jan 2016, 19:20 |
| Q3 2015 | 267 | $315,008,000 | +$14,242,255 | -$4,913,747 | +$9,328,508 | AAPL, VCSH, IGSB, WFC, PEP | 13F-HR | 16 Oct 2015, 15:03 |
| Q2 2015 | 219 | $336,207,000 | +$12,364,808 | -$17,096,452 | -$4,731,644 | AAPL, IGSB, VCSH, WFC, BX | 13F-HR | 15 Jul 2015, 12:03 |
| Q1 2015 | 300 | $343,494,000 | +$16,226,682 | -$14,461,842 | +$1,764,840 | AAPL, IGSB, JCI, VCSH, CALM | 13F-HR | 08 Apr 2015, 12:23 |
| Q4 2014 | 255 | $333,674,000 | +$38,676,698 | -$17,107,435 | +$21,569,263 | AAPL, IGSB, VCSH, CALM, JCI | 13F-HR | 21 Jan 2015, 11:02 |
| Q3 2014 | 283 | $311,894,000 | +$11,526,321 | -$17,573,501 | -$6,047,180 | IGSB, AAPL, CALM, VCSH, PEP | 13F-HR | 29 Oct 2014, 09:24 |
| Q2 2014 | 274 | $321,545,000 | +$34,280,039 | -$9,070,011 | +$25,210,028 | IGSB, AAPL, CALM, COP, PAA | 13F-HR | 18 Jul 2014, 14:20 |
| Q1 2014 | 220 | $293,039,000 | +$28,973,428 | -$35,733,877 | -$6,760,449 | IGSB, CALM, AAPL, VCSH, DOW | Restatement | 30 Apr 2014, 18:26 |
| Q4 2013 | 303 | $295,801,000 | $0 | $0 | $0 | IGSB, VOD, AAPL, VCSH, JCI | 13F-HR | 14 Jan 2014, 14:32 |