Baltimore-Washington Financial Advisors, Inc. - Portfolio overview

Baltimore-Washington Financial Advisors, Inc. has 205 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VV - VANGUARD INDEX FDS, 4.70%
2. QQQ - INVESCO QQQ TR, 4.16%
3. NVDA - NVIDIA CORPORATION, 3.92%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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