CIK 1555486
Baltimore-Washington Financial Advisors, Inc.
Institutional 13F holdings & portfolio
Holdings
188
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 188
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| TY | TRI CONTL CORP | 24K | $500K+ | SH |
| D | DOMINION ENERGY INC | 12K | $500K+ | SH |
| SOR | SOURCE CAPITAL | 15K | $500K+ | SH |
| IWD | ISHARES TR | 3K | $500K+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 6K | $500K+ | SH |
| IWY | ISHARES TR | 2K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 11K | $500K+ | SH |
| COHR | COHERENT CORP | 3K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 7K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| SLYG | SPDR SERIES TRUST | 6K | $500K+ | SH |
| PPL | PPL CORP | 15K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 13K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 13K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $100K–$500K | SH |
| OEF | ISHARES TR | 1K | $100K–$500K | SH |
| IUSB | ISHARES TR | 10K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 17K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 889 | $100K–$500K | SH |
| SPEM | SPDR INDEX SHS FDS | 9K | $100K–$500K | SH |
| SPMD | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 1K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 708 | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 618 | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 9K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 4K | $100K–$500K | SH |
| SPSB | SPDR SERIES TRUST | 13K | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| WELL | WELLTOWER INC | 2K | $100K–$500K | SH |
| LUNR | INTUITIVE MACHINES INC | 22K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 1K | $100K–$500K | SH |
| YOU | CLEAR SECURE INC | 10K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 945 | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 8K | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| BROS | DUTCH BROS INC | 5K | $100K–$500K | SH |
| KO | COCA COLA CO | 5K | $100K–$500K | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 1K | $100K–$500K | SH |