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 7 of 8
46435U432
Shares:11.0K
Value:$294.3K
337345102
Shares:1.4K
Value:$246.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
7.2K | QoQ -1.69% (-125)YoY NEW(+7.2K) | All Managers (Combined) | $328.6K | YoY NEW(+$328.6K) | |
WELLTOWER INC.(WELLcusip95040Q104) | 2.1K | QoQ 0.00% (+0)YoY -0.92% (-20) | All Managers (Combined) | $327.4K | |
3.6K | QoQ -2.31% (-86) | All Managers (Combined) | $326.3K | ||
1.1K | QoQ 0.00% (+0)YoY NEW(+1.1K) | All Managers (Combined) | $322.3K | YoY NEW(+$322.3K) | |
AbbVie Inc.(ABBVcusip00287Y109) | 1.5K | QoQ NEW(+1.5K) YoY NEW(+1.5K) | All Managers (Combined) | $313.7K | QoQ NEW(+$313.7K) YoY NEW(+$313.7K) |
PINTEREST, INC.(PINScusip72352L106) | 9.9K | All Managers (Combined) | $308.2K | ||
1.7K | QoQ 0.00% (-0)YoY NEW(+1.7K) | All Managers (Combined) | $295.4K | YoY NEW(+$295.4K) | |
(cusip46435U432)✕ | 11.0K | QoQ 0.00% (+0)YoY NEW(+11.0K) | All Managers (Combined) | $294.3K | YoY NEW(+$294.3K) |
515 | QoQ +1.77% (+9)YoY NEW(+515) | All Managers (Combined) | $283.3K | YoY NEW(+$283.3K) | |
EXELON CORP(EXCcusip30161N101) | 6.0K | QoQ -0.06% (-4)YoY +8.56% (+476) | All Managers (Combined) | $278.0K | |
36.9K | All Managers (Combined) | $274.9K | |||
1.8K | QoQ -1.79% (-33)YoY NEW(+1.8K) | All Managers (Combined) | $264.8K | YoY NEW(+$264.8K) | |
10.0K | QoQ 0.00% (-0)YoY NEW(+10.0K) | All Managers (Combined) | $259.1K | YoY NEW(+$259.1K) | |
1.2K | QoQ -0.41% (-5)YoY NEW(+1.2K) | All Managers (Combined) | $255.8K | YoY NEW(+$255.8K) | |
DEERE & CO(DEcusip244199105) | 538 | QoQ -0.73% (-4)YoY NEW(+538) | All Managers (Combined) | $252.5K | YoY NEW(+$252.5K) |
NETFLIX INC(NFLXcusip64110L106) | 267 | QoQ -6.31% (-18)YoY NEW(+267) | All Managers (Combined) | $249.0K | YoY NEW(+$249.0K) |
(cusip337345102)✕ | 1.4K | QoQ 0.00% (-0)YoY NEW(+1.4K) | All Managers (Combined) | $246.3K | YoY NEW(+$246.3K) |
Trade Desk, Inc.(TTDcusip88339J105) | 4.5K | QoQ -0.44% (-20) | All Managers (Combined) | $245.1K | |
PEPSICO INC(PEPcusip713448108) | 1.6K | QoQ +5.30% (+80) | All Managers (Combined) | $238.3K | |
13.1K | QoQ NEW(+13.1K) YoY NEW(+13.1K) | All Managers (Combined) | $234.3K | QoQ NEW(+$234.3K) YoY NEW(+$234.3K) |