Baltimorewashington-Financial-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "PINS", null, null, null, null, null, null, null, "BROS", "ONON", "MMM", "ABBV", "APD", null, "VONG", "GOOGL", "AXP", "BLK", "CAT", "AVGO", "ARCC", null, null, null, null, null, null, null, null, "D", null, null, null, "HON", "HD", null, "UNP", null, "BKNG", "ICE", "META", "LUNR", null, null, null, "IWS", null, "MSFT", "EXC", null, "BX", "IJR", "ANET", "KKR", "IWF", "PEP", "PNC", null, "PGR", null, "IVV", "UNH", "AAPL", "SPY", null, "NVDA", "LMT", "PG", "MRK", "VZ", "SCHX", "SHOP", "SPDW", null, null, null, "SPYG", null, "SPLG", "IBM", "SYK", "TXN", "TJX", "UBER", "UPS", "VO", "VV", "RCL", "RKLB", null, "TY", "VIG", null, null, "VYM", "SDY", "AJG", "FTNT", "IWR", "RACE", "AMZN", "SCHB", "DKNG", "VEU", "VGT", "VUG", "VEA", null, "BND", "VBR", "VOO", "VTV", "V", "WMT", "WELL", null, "SCHD", "SOFI", "LH", "SO", "TTD", "CRM", "DIA", "SPOT", null, null, "SPYV", "BAC", "BRK-B", "CAVA", "CMG", "YOU", "KO", "CEG", "CPRT", "COST", "CRWD", "CSX", "DE", "RSP", "IJT", "EFA", "MAR", "QQQ", "IWM", "MDY", "DIS", "GOOG", "XOM", "LLY", "TSLA", "NFLX", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 154
- Total Value
- 1884860098
- Accession Number
- 0001172661-25-001887
- Form Type
- 13F-HR
- Manager Name
- Baltimorewashington-Financial-Advisors
Data Enrichment
74% identified114 identified40 unidentified
Holdings
154 positions
Manager:
Search and click to pin securities to the top
Page 2 of 8
464287770
Shares:396.6K
Value:$31.2M
46436E387
Shares:1.1M
Value:$24.9M
46435U515
Shares:900.4K
Value:$22.7M
78468R531
Shares:378.6K
Value:$20.3M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464287770)✕ | 396.6K | All Managers (Combined) | $31.2M | ||
57.0K | All Managers (Combined) | $30.4M | |||
51.9K | All Managers (Combined) | $29.9M | |||
118.9K | All Managers (Combined) | $29.2M | |||
Blackstone Inc.(BXcusip09260D107) | 205.4K | All Managers (Combined) | $28.7M | ||
STRYKER CORP(SYKcusip863667101) | 69.7K | All Managers (Combined) | $25.9M | ||
355.5K | All Managers (Combined) | $25.9M | |||
(cusip46436E387)✕ | 1.1M | YoY NEW(+1.1M) | All Managers (Combined) | $24.9M | YoY NEW(+$24.9M) |
5.4K | QoQ +1.51% (-80) | All Managers (Combined) | $24.7M | ||
457.8K | All Managers (Combined) | $23.0M | |||
(cusip46435U515)✕ | 900.4K | YoY NEW(+900.4K) | All Managers (Combined) | $22.7M | YoY NEW(+$22.7M) |
43.7K | All Managers (Combined) | $22.5M | |||
40.1K | QoQ -1.07% (-434)YoY +0.11% (+45) | All Managers (Combined) | $22.4M | ||
129.1K | All Managers (Combined) | $22.3M | |||
162.6K | All Managers (Combined) | $22.1M | |||
(cusip78468R531)✕ | 378.6K | All Managers (Combined) | $20.3M | ||
54.9K | All Managers (Combined) | $18.9M | |||
78.5K | All Managers (Combined) | $18.7M | |||
HOME DEPOT, INC.(HDcusip437076102) | 51.0K | All Managers (Combined) | $18.7M | ||
68.6K | All Managers (Combined) | $17.7M |