Baltimore-Washington Financial Advisors, Inc.

13F filer, CIK 1555486, Columbia, MD

Baltimore-Washington Financial Advisors, Inc. reported $1,946,658,698 across 153 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-24. Its ten largest share positions make up 32.61% of the portfolio.

Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001172661-25-000351

Period: 2024-12-31
Reported value: $1.95B
Holdings: 153
Top 10 weight: 32.61%
New: 11
Sold out: 6

Largest buys vs the previous quarter

Security	Shares change	Approx. value
ANETnew	+230,304	$25.5M
BLKnew	+15,044	$15.4M
IBTIadded	+335,023	$7.34M
MMTMadded	+11,684	$3.04M
SPTMadded	+41,752	$2.98M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
ARISTA NETWORKS INCexited	-57,736	-$22.2M
IHIexited	-272,425	-$16.1M
BLACKROCK INCexited	-14,622	-$13.9M
ONONreduced	-13,978	-$766K
TSLAreduced	-1,810	-$731K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001172661-25-000351, largest first. % of portfolio is the value over $1,946,658,698, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
VVVANGUARD INDEX FDS	381,800	$103M	5.29%	+3,581	Timeline
QQQINVESCO QQQ TR	190,115	$97.2M	4.99%	+3,600	Timeline
NVDANVIDIA CORPORATION	507,272	$68.1M	3.5%	-5,124	Timeline
RSPINVESCO EXCHANGE TRADED FD T	337,510	$59.1M	3.04%	-2,703	Timeline
VIGVANGUARD SPECIALIZED FUNDS	289,870	$56.8M	2.92%	+9,582	Timeline
AAPLAPPLE INC	215,645	$54M	2.77%	+428	Timeline
MSFTMICROSOFT CORP	124,243	$52.4M	2.69%	+914	Timeline
VONGVANGUARD SCOTTSDALE FDS	483,536	$49.9M	2.57%	+9,376	Timeline
AMZNAMAZON COM INC	221,879	$48.7M	2.5%	+4,791	Timeline
LGLVSPDR SERIES TRUST	275,699	$45.5M	2.34%	+1,414	Timeline
IVVISHARES TR	76,525	$45M	2.31%	+2,942	Timeline
SPTMSPDR SERIES TRUST	617,506	$44.1M	2.27%	+41,752	Timeline
VTVVANGUARD INDEX FDS	253,021	$42.8M	2.2%	+10,856	Timeline
VYMVANGUARD WHITEHALL FDS	321,897	$41.1M	2.11%	+19,778	Timeline
GOOGALPHABET INC	214,473	$40.8M	2.1%	+2,987	Timeline
RSPTINVESCO EXCHANGE TRADED FD T	1,071,011	$40.1M	2.06%	+39,996	Timeline
COSTCOSTCO WHOLESALE CORPORATION	40,578	$37.2M	1.91%	+605	Timeline
SPYGSPDR SERIES TRUST	400,030	$35.2M	1.81%	+12,916	Timeline
BXBLACKSTONE INC	201,924	$34.8M	1.79%	+1,536	Timeline
XLVSELECT SECTOR SPDR TR	231,798	$31.9M	1.64%	+1,023	Timeline
IYGISHARES TR	389,794	$30.3M	1.56%	+8,000	Timeline
METAMETA PLATFORMS INC	50,942	$29.8M	1.53%	+1,285	Timeline
VVISA INC	88,399	$27.9M	1.44%	+1,338	Timeline
JPMJPMORGAN CHASE & CO	116,316	$27.9M	1.43%	+2,782	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	445,319	$26.9M	1.38%	+6,341	Timeline
BKNGBOOKING HOLDINGS INC	5,283	$26.2M	1.35%	+110	Timeline
ANETARISTA NETWORKS INC	230,304	$25.5M	1.31%	new	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	54,827	$24.9M	1.28%	+2,637	Timeline
SYKSTRYKER CORPORATION	68,103	$24.5M	1.26%	+1,422	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	40,516	$23.7M	1.22%	-172	Timeline
VOOVANGUARD INDEX FDS	43,849	$23.6M	1.21%	+43	Timeline
IBHHISHARES TR	922,666	$21.6M	1.11%	+51,562	Timeline
EFIVSPDR SERIES TRUST	380,305	$21.5M	1.1%	+172	Timeline
MARMARRIOTT INTL INC NEW	76,625	$21.4M	1.1%	-250	Timeline
IBDTISHARES TR	850,318	$21.2M	1.09%	+30,549	Timeline
SDYSPDR SERIES TRUST	157,333	$20.8M	1.07%	+10,341	Timeline
UBERUBER TECHNOLOGIES INC	341,576	$20.6M	1.06%	+12,003	Timeline
HDHOME DEPOT INC	49,654	$19.3M	0.99%	+1,318	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	127,841	$19M	0.98%	+2,338	Timeline
VOVANGUARD INDEX FDS	68,153	$18M	0.92%	+1,037	Timeline
VUGVANGUARD INDEX FDS	41,589	$17.1M	0.88%	+5,520	Timeline
RCLROYAL CARIBBEAN GROUP	68,734	$15.9M	0.81%	-2,508	Timeline
ONONON HLDG AG	286,635	$15.7M	0.81%	-13,978	Timeline
MMTMSPDR SERIES TRUST	59,251	$15.4M	0.79%	+11,684	Timeline
BLKBLACKROCK INC	15,044	$15.4M	0.79%	new	Timeline
IJTISHARES TR	113,345	$15.3M	0.79%	+3,438	Timeline
AJGGALLAGHER ARTHUR J & CO	51,745	$14.7M	0.75%	+6,248	Timeline
UNHUNITEDHEALTH GROUP INC	25,754	$13M	0.67%	-665	Timeline
CPRTCOPART INC	221,850	$12.7M	0.65%	+2,891	Timeline
TXNTEXAS INSTRS INC	67,612	$12.7M	0.65%	-403	Timeline
IWYISHARES TR	51,350	$12.1M	0.62%	+2,606	Timeline
IBTIISHARES TR	537,362	$11.8M	0.6%	+335,023	Timeline
AMDADVANCED MICRO DEVICES INC	94,698	$11.4M	0.59%	+2,020	Timeline
ADBEADOBE INC	25,586	$11.4M	0.58%	+76	Timeline
VBRVANGUARD INDEX FDS	56,993	$11.3M	0.58%	+1,638	Timeline
CRMSALESFORCE INC	31,159	$10.4M	0.54%	+659	Timeline
IJRISHARES TR	89,420	$10.3M	0.53%	+374	Timeline
IBTGISHARES TR	447,902	$10.2M	0.52%	+22,134	Timeline
IBHFISHARES TR	431,778	$10M	0.51%	+12,733	Timeline
ARCCARES CAPITAL CORP	446,327	$9.77M	0.5%	+18,143	Timeline
SPYMSPDR SERIES TRUST	140,393	$9.68M	0.5%	-2,504	Timeline
ISHARES TRISHARES TR	406,979	$9.49M	0.49%	+37,395
VEUVANGUARD INTL EQUITY INDEX F	162,750	$9.34M	0.48%	+3,276	Timeline
SOFISOFI TECHNOLOGIES INC	592,930	$9.13M	0.47%	+67,779	Timeline
SHOPSHOPIFY INC	84,541	$8.99M	0.46%	+1,900	Timeline
DGTSPDR SERIES TRUST	66,381	$8.76M	0.45%	+2,237	Timeline
GOOGLALPHABET INC	44,567	$8.44M	0.43%	-244	Timeline
IGROISHARES TR	122,460	$8.32M	0.43%	+4,578	Timeline
IWRISHARES TR	84,652	$7.48M	0.38%	-464	Timeline
IDEVISHARES TR	111,457	$7.19M	0.37%	+2,832	Timeline
SOSOUTHERN CO	85,624	$7.05M	0.36%	+3,029	Timeline
ABNBAIRBNB INC	49,447	$6.5M	0.33%	+6,357	Timeline
FTNTFORTINET INC	66,047	$6.24M	0.32%	+6,917	Timeline
IWMISHARES TR	22,617	$5M	0.26%	+1,030	Timeline
LHLABCORP HOLDINGS INC	21,656	$4.97M	0.26%	-1,021	Timeline
RACEFERRARI N V	10,411	$4.42M	0.23%	+545	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	4,987	$2.84M	0.15%	-48	Timeline
PINSPINTEREST INC	93,014	$2.7M	0.14%	-7,284	Timeline
TYTRI CONTL CORP	57,192	$1.81M	0.09%	0	Timeline
CRWDCROWDSTRIKE HLDGS INC	4,487	$1.54M	0.08%	0	Timeline
TSLATESLA INC	3,774	$1.52M	0.08%	-1,810	Timeline
SPYVSPDR SERIES TRUST	29,431	$1.51M	0.08%	+28	Timeline
NULGNUSHARES ETF TR	16,713	$1.43M	0.07%	+101	Timeline
IWFISHARES TR	3,195	$1.28M	0.07%	+65	Timeline
VTIVANGUARD INDEX FDS	4,335	$1.26M	0.06%	-180	Timeline
SPDWSPDR INDEX SHS FDS	36,616	$1.25M	0.06%	+3,563	Timeline
XOMEXXON MOBIL CORP	11,444	$1.23M	0.06%	-17	Timeline
PSCTINVESCO EXCH TRADED FD TR II	20,569	$982K	0.05%	0	Timeline
IWSISHARES TR	7,436	$962K	0.05%	+2	Timeline
IBBISHARES TR	7,254	$959K	0.05%	-53	Timeline
SPSMSPDR SERIES TRUST	20,128	$904K	0.05%	-15	Timeline
DKNGDRAFTKINGS INC NEW	21,635	$805K	0.04%	+36	Timeline
DISDISNEY WALT CO	6,906	$769K	0.04%	+47	Timeline
SOURCE CAPITAL COM SHS OF B…SOURCE CAPITAL COM SHS OF BEN I	14,955	$650K	0.03%	0
LLYELI LILLY & CO	832	$642K	0.03%	+3	Timeline
DDOMINION ENERGY INC	11,638	$627K	0.03%	+54	Timeline
SLYGSPDR SERIES TRUST	6,224	$562K	0.03%	-248	Timeline
CEGCONSTELLATION ENERGY CORP	2,463	$551K	0.03%	+175	Timeline
VGTVANGUARD WORLD FD	881	$548K	0.03%	-4	Timeline
TTDTHE TRADE DESK INC	4,500	$529K	0.03%	+20	Timeline
UNPUNION PAC CORP	2,160	$493K	0.03%	+29	Timeline
PGPROCTER & GAMBLE CO	2,892	$485K	0.02%	+57	Timeline
AVGOBROADCOM INC	2,043	$474K	0.02%	+80	Timeline
SPMDSPDR SERIES TRUST	8,578	$469K	0.02%	-93	Timeline
VCSHVANGUARD SCOTTSDALE FDS	5,900	$460K	0.02%	-279	Timeline
SPEMSPDR INDEX SHS FDS	11,131	$427K	0.02%	-227	Timeline
SCHXSCHWAB STRATEGIC TR	18,304	$424K	0.02%	+13,124	Timeline
WMTWALMART INC	4,629	$418K	0.02%	+141	Timeline
SPSBSPDR SERIES TRUST	13,940	$416K	0.02%	-1,472	Timeline
SCHBSCHWAB STRATEGIC TR	18,069	$410K	0.02%	new	Timeline
ISHARES TRISHARES TR	17,560	$407K	0.02%	+4,779
BACBANK OF AMER CORP	9,026	$397K	0.02%	+62	Timeline
MRKMERCK & CO INC	3,721	$370K	0.02%	+606	Timeline
XLESELECT SECTOR SPDR TR	4,107	$352K	0.02%	+115	Timeline
SCHDSCHWAB STRATEGIC TR	12,249	$335K	0.02%	+9,661	Timeline
EFAISHARES TR	4,316	$326K	0.02%	+1	Timeline
PNCPNC FINL SVCS GROUP INC	1,680	$324K	0.02%	+51	Timeline
APDAIR PRODUCTS AND CHEMICALS I	1,093	$317K	0.02%	0	Timeline
CAVACAVA GROUP INC	2,660	$300K	0.02%	+60	Timeline
VZVERIZON COMMUNICATIONS INC	7,369	$295K	0.02%	+443	Timeline
ISHARESISHARES	11,003	$293K	0.02%	0
BROSDUTCH BROS INC	5,400	$283K	0.01%	new	Timeline
HONHONEYWELL INTL INC	1,213	$274K	0.01%	-21	Timeline
KOCOCA COLA CO	4,363	$272K	0.01%	-144	Timeline
WELLWELLTOWER INC	2,137	$269K	0.01%	0	Timeline
QTECFIRST TR EXCHANGE-TRADED FD	1,419	$267K	0.01%	0	Timeline
YOUCLEAR SECURE INC	10,000	$266K	0.01%	new	Timeline
UPSUNITED PARCEL SVCS INC	2,068	$261K	0.01%	0	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,176	$259K	0.01%	new	Timeline
NFLXNETFLIX INC.	285	$254K	0.01%	-17	Timeline
AXPAMERICAN EXPRESS CO	851	$253K	0.01%	-3	Timeline
LMTLOCKHEED MARTIN CORP	505	$245K	0.01%	-23	Timeline
MMM3M CO	1,836	$237K	0.01%	+34	Timeline
DEDEERE & CO	542	$230K	0.01%	+4	Timeline
PEPPEPSICO INC	1,509	$229K	0.01%	+154	Timeline
CSXCSX CORP	7,065	$228K	0.01%	0	Timeline
EXCEXELON CORP	6,037	$227K	0.01%	+500	Timeline
SPOTSPOTIFY TECHNOLOGY S A	506	$226K	0.01%	new	Timeline
ESMLISHARES TR	5,372	$226K	0.01%	0	Timeline
CATCATERPILLAR INC	610	$221K	0.01%	0	Timeline
ITOTISHARES TR	1,711	$220K	0.01%	new	Timeline
ROKROCKWELL AUTOMATION INC	762	$218K	0.01%	0	Timeline
FDNFIRST TR EXCHANGE-TRADED FD	884	$215K	0.01%	new	Timeline
USHYISHARES TR	5,782	$213K	0.01%	-1,154	Timeline
ORCLORACLE CORP	1,265	$211K	0.01%	0	Timeline
IBMOISHARES TR	8,179	$208K	0.01%	0	Timeline
BABOEING CO	1,158	$205K	0.01%	new	Timeline
LOWLOWES COS INC	817	$202K	0.01%	new	Timeline
LUNRINTUITIVE MACHINES INC	10,743	$195K	0.01%	0	Timeline
FANFIRST TR EXCHANGE-TRADED FD	12,706	$188K	0.01%	+540	Timeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

Security	Type	Amount	Value	Change
IBDRISHARES TR SHS	principal	546,069	$13.1M	+39,795
ISHARES TRISHARES TR IBONDS DEC25 ETF	principal	425,354	$10.7M	+94,931
DEXCOM INCDEXCOM INC NOTE 0.250%11/1	principal	11,000	$10.6K	0

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
ARISTA NETWORKS INCARISTA NETWORKS INC	57,736	$22.2M	shares
IHIISHARES TR	272,425	$16.1M	shares
BLACKROCK INCBLACKROCK INC	14,622	$13.9M	shares
ISHARES TRISHARES TR	10,174	$266K	shares
VEAVANGUARD TAX-MANAGED FDS	3,862	$204K	shares
ABBVABBVIE INC	1,029	$203K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001172661-25-000351	base		2025-01-24	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC