Baltimore-Washington Financial Advisors, Inc. Diversified Active

CIK: 0001555486 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 13, 2025

Total Value ($000): $2,145,714 (100.0% shares, 0.0% debt)

Holdings (171)

VV VANGUARD INDEX FDS 4.9%
Value ($000) $106,144 Shares 372,042 Est. Cost $165.94 Unrealized
QQQ INVESCO QQQ TR 4.4%
Value ($000) $94,777 Shares 171,809 Est. Cost $260.76 Unrealized
NVDA NVIDIA CORPORATION 3.7%
Value ($000) $79,880 Shares 505,601 Est. Cost $93.00 Unrealized +35.3%
MSFT MICROSOFT CORP 3.1%
Value ($000) $66,036 Shares 132,761 Est. Cost $83.36 Unrealized +418.7%
VIG VANGUARD SPECIALIZED FUNDS 2.9%
Value ($000) $61,224 Shares 299,135 Est. Cost $156.06 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 2.8%
Value ($000) $61,018 Shares 335,741 Est. Cost $136.76 Unrealized
IVV ISHARES TR 2.8%
Value ($000) $60,518 Shares 97,469 Est. Cost $475.63 Unrealized
AMZN AMAZON COM INC 2.4%
Value ($000) $51,623 Shares 235,304 Est. Cost $136.74 Unrealized +44.7%
VONG VANGUARD SCOTTSDALE FDS 2.4%
Value ($000) $51,546 Shares 472,030 Est. Cost $71.73 Unrealized
SPTM SPDR SERIES TRUST 2.3%
Value ($000) $50,254 Shares 671,034 Est. Cost $59.28 Unrealized
LGLV SPDR SERIES TRUST 2.3%
Value ($000) $48,826 Shares 279,627 Est. Cost $132.57 Unrealized
AAPL APPLE INC 2.2%
Value ($000) $46,548 Shares 226,876 Est. Cost $105.66 Unrealized +90.6%
RSPT INVESCO EXCHANGE TRADED FD T 2.1%
Value ($000) $45,606 Shares 1,118,333 Est. Cost $43.77 Unrealized
VTV VANGUARD INDEX FDS 2.0%
Value ($000) $43,822 Shares 247,946 Est. Cost $124.96 Unrealized
VYM VANGUARD WHITEHALL FDS 2.0%
Value ($000) $42,936 Shares 322,077 Est. Cost $106.55 Unrealized
COST COSTCO WHSL CORP NEW 2.0%
Value ($000) $42,358 Shares 42,788 Est. Cost $463.67 Unrealized +113.7%
META META PLATFORMS INC 1.8%
Value ($000) $39,390 Shares 53,367 Est. Cost $336.88 Unrealized +83.0%
GOOG ALPHABET INC 1.8%
Value ($000) $38,916 Shares 219,382 Est. Cost $112.71 Unrealized +46.3%
SPYG SPDR SERIES TRUST 1.8%
Value ($000) $38,452 Shares 403,403 Est. Cost $60.83 Unrealized
JPM JPMORGAN CHASE & CO. 1.7%
Value ($000) $36,058 Shares 124,376 Est. Cost $128.13 Unrealized +97.2%
UBER UBER TECHNOLOGIES INC 1.7%
Value ($000) $35,771 Shares 383,394 Est. Cost $55.23 Unrealized +49.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $34,289 Shares 70,586 Est. Cost $384.22 Unrealized +32.2%
V VISA INC 1.6%
Value ($000) $33,783 Shares 95,150 Est. Cost $173.56 Unrealized +99.9%
IYG ISHARES TR 1.6%
Value ($000) $33,698 Shares 393,663 Est. Cost $88.61 Unrealized
BKNG BOOKING HOLDINGS INC 1.6%
Value ($000) $33,452 Shares 5,778 Est. Cost $2414.65 Unrealized +111.0%
BX BLACKSTONE INC 1.5%
Value ($000) $32,397 Shares 216,584 Est. Cost $104.96 Unrealized +28.7%
SYK STRYKER CORPORATION 1.4%
Value ($000) $29,380 Shares 74,261 Est. Cost $158.19 Unrealized +134.9%
CMG CHIPOTLE MEXICAN GRILL INC 1.3%
Value ($000) $27,159 Shares 483,679 Est. Cost $60.53 Unrealized -15.9%
ANET ARISTA NETWORKS INC 1.2%
Value ($000) $26,387 Shares 257,913 Est. Cost $100.96 Unrealized -14.3%
ICE INTERCONTINENTAL EXCHANGE IN 1.2%
Value ($000) $25,403 Shares 138,461 Est. Cost $102.73 Unrealized +65.9%
IBHH ISHARES TR 1.2%
Value ($000) $25,220 Shares 1,062,806 Est. Cost $23.72 Unrealized
VOO VANGUARD INDEX FDS 1.1%
Value ($000) $24,515 Shares 43,158 Est. Cost $387.15 Unrealized
SPY SPDR S&P 500 ETF TR 1.1%
Value ($000) $24,145 Shares 39,079 Est. Cost $307.46 Unrealized
RCL ROYAL CARIBBEAN GROUP 1.1%
Value ($000) $24,064 Shares 76,846 Est. Cost $96.43 Unrealized +144.9%
MAR MARRIOTT INTL INC NEW 1.1%
Value ($000) $23,580 Shares 86,307 Est. Cost $160.70 Unrealized +55.1%
IBDT ISHARES TR 1.1%
Value ($000) $23,467 Shares 923,155 Est. Cost $25.49 Unrealized
AJG GALLAGHER ARTHUR J & CO 1.1%
Value ($000) $22,708 Shares 70,936 Est. Cost $266.60 Unrealized +22.9%
EFIV SPDR SERIES TRUST 1.0%
Value ($000) $22,239 Shares 379,823 Est. Cost $40.77 Unrealized
SDY SPDR SERIES TRUST 1.0%
Value ($000) $22,179 Shares 163,402 Est. Cost $116.64 Unrealized
PGR PROGRESSIVE CORP 1.0%
Value ($000) $20,814 Shares 77,996 Est. Cost $257.13 Unrealized +0.2%
TJX TJX COS INC NEW 0.9%
Value ($000) $19,888 Shares 161,049 Est. Cost $125.74 Unrealized +0.1%
VUG VANGUARD INDEX FDS 0.9%
Value ($000) $19,549 Shares 44,591 Est. Cost $314.82 Unrealized
BLK BLACKROCK INC 0.9%
Value ($000) $19,105 Shares 18,208 Est. Cost $981.61 Unrealized -4.9%
FTNT FORTINET INC 0.8%
Value ($000) $17,650 Shares 166,953 Est. Cost $88.41 Unrealized +14.1%
MMTM SPDR SERIES TRUST 0.8%
Value ($000) $17,171 Shares 64,409 Est. Cost $207.20 Unrealized
ONON ON HLDG AG 0.8%
Value ($000) $16,532 Shares 317,611 Est. Cost $32.52 Unrealized +56.7%
CRWD CROWDSTRIKE HLDGS INC 0.8%
Value ($000) $16,427 Shares 32,253 Est. Cost $385.39 Unrealized +12.5%
IBTI ISHARES TR 0.7%
Value ($000) $14,168 Shares 633,631 Est. Cost $22.15 Unrealized
XLV SELECT SECTOR SPDR TR 0.7%
Value ($000) $14,042 Shares 104,178 Est. Cost $103.17 Unrealized
SOFI SOFI TECHNOLOGIES INC 0.6%
Value ($000) $13,901 Shares 763,386 Est. Cost $9.01 Unrealized +46.3%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $13,117 Shares 63,177 Est. Cost $44.41 Unrealized +292.4%
AVGO BROADCOM INC 0.6%
Value ($000) $12,767 Shares 46,317 Est. Cost $208.74 Unrealized +3.4%
CPRT COPART INC 0.6%
Value ($000) $12,633 Shares 257,443 Est. Cost $42.41 Unrealized +32.0%
IBDR ISHARES TR 0.6%
Value ($000) $12,611 Shares 520,027 Est. Cost $23.90 Unrealized
SHOP SHOPIFY INC 0.6%
Value ($000) $11,960 Shares 103,684 Est. Cost $69.08 Unrealized +44.8%
IGRO ISHARES TR 0.5%
Value ($000) $11,518 Shares 145,997 Est. Cost $65.20 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $11,490 Shares 170,926 Est. Cost $56.00 Unrealized
ARCC ARES CAPITAL CORP 0.5%
Value ($000) $11,346 Shares 516,655 Est. Cost $15.55 Unrealized +28.4%
DGT SPDR SERIES TRUST 0.5%
Value ($000) $10,594 Shares 70,328 Est. Cost $116.84 Unrealized
CRM SALESFORCE INC 0.5%
Value ($000) $10,378 Shares 38,060 Est. Cost $234.12 Unrealized +13.6%
IBHF ISHARES TR 0.5%
Value ($000) $10,351 Shares 445,589 Est. Cost $22.94 Unrealized
VBR VANGUARD INDEX FDS 0.5%
Value ($000) $10,123 Shares 51,909 Est. Cost $150.60 Unrealized
IBTG ISHARES TR 0.5%
Value ($000) $9,977 Shares 435,120 Est. Cost $22.84 Unrealized
SPYM SPDR SERIES TRUST 0.5%
Value ($000) $9,952 Shares 136,906 Est. Cost $34.21 Unrealized
IDEV ISHARES TR 0.5%
Value ($000) $9,799 Shares 128,871 Est. Cost $63.30 Unrealized
SO SOUTHERN CO 0.5%
Value ($000) $9,775 Shares 106,443 Est. Cost $69.45 Unrealized +26.7%
HD HOME DEPOT INC 0.4%
Value ($000) $9,302 Shares 25,372 Est. Cost $275.37 Unrealized +29.2%
ISHARES TR 0.4%
Value ($000) $9,268 Shares 396,749 Est. Cost $23.38 Unrealized
ISHARES TR 0.4%
Value ($000) $9,130 Shares 362,597 Est. Cost $24.66 Unrealized
VO VANGUARD INDEX FDS 0.4%
Value ($000) $9,119 Shares 32,588 Est. Cost $176.42 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $8,940 Shares 50,727 Est. Cost $113.81 Unrealized +43.5%
KKR KKR & CO INC 0.4%
Value ($000) $7,545 Shares 56,720 Est. Cost $132.86 Unrealized -12.2%
IWR ISHARES TR 0.4%
Value ($000) $7,522 Shares 81,786 Est. Cost $77.67 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $7,366 Shares 23,611 Est. Cost $259.44 Unrealized +44.5%
RACE FERRARI N V 0.3%
Value ($000) $7,016 Shares 14,297 Est. Cost $415.16 Unrealized +11.9%
ASML ASML HOLDING N V 0.3%
Value ($000) $6,660 Shares 8,311 Est. Cost $801.39 Unrealized
SAP SAP SE 0.3%
Value ($000) $6,347 Shares 20,871 Est. Cost $304.10 Unrealized
IJT ISHARES TR 0.3%
Value ($000) $5,948 Shares 44,706 Est. Cost $128.14 Unrealized
T AT&T INC 0.1%
Value ($000) $2,796 Shares 96,597 Est. Cost $26.96 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $2,538 Shares 4,481 Est. Cost $312.08 Unrealized
IBHI ISHARES TR 0.1%
Value ($000) $2,102 Shares 88,737 Est. Cost $23.61 Unrealized
IBDU ISHARES TR 0.1%
Value ($000) $1,939 Shares 83,094 Est. Cost $23.29 Unrealized
NULG NUSHARES ETF TR 0.1%
Value ($000) $1,579 Shares 16,811 Est. Cost $54.32 Unrealized
SPYV SPDR SERIES TRUST 0.1%
Value ($000) $1,440 Shares 27,507 Est. Cost $30.40 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $1,429 Shares 4,701 Est. Cost $251.96 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,335 Shares 12,387 Est. Cost $52.96 Unrealized +97.3%
IWF ISHARES TR 0.1%
Value ($000) $1,331 Shares 3,136 Est. Cost $232.56 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $1,327 Shares 6,149 Est. Cost $188.26 Unrealized
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $1,271 Shares 31,389 Est. Cost $29.47 Unrealized
ISHARES TR 0.1%
Value ($000) $1,146 Shares 49,273 Est. Cost $23.25 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $1,070 Shares 3,369 Est. Cost $230.80 Unrealized +30.5%
IWS ISHARES TR 0.0%
Value ($000) $965 Shares 7,301 Est. Cost $82.24 Unrealized
PSCT INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $951 Shares 20,569 Est. Cost $47.89 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $927 Shares 21,610 Est. Cost $30.74 Unrealized +16.7%
DIS DISNEY WALT CO 0.0%
Value ($000) $863 Shares 6,957 Est. Cost $100.27 Unrealized +2.5%
IBB ISHARES TR 0.0%
Value ($000) $860 Shares 6,799 Est. Cost $154.33 Unrealized
SPSM SPDR SERIES TRUST 0.0%
Value ($000) $852 Shares 20,009 Est. Cost $29.60 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $847 Shares 7,749 Est. Cost $94.46 Unrealized
TRI CONTL CORP 0.0%
Value ($000) $773 Shares 24,416 Est. Cost $30.97 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $760 Shares 2,356 Est. Cost $120.33 Unrealized +119.3%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $758 Shares 4,065 Est. Cost $158.50 Unrealized +4.7%
LLY ELI LILLY & CO 0.0%
Value ($000) $700 Shares 898 Est. Cost $790.65 Unrealized -2.2%
PPL PPL CORP 0.0%
Value ($000) $664 Shares 19,584 Est. Cost $34.05 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $656 Shares 11,598 Est. Cost $52.15 Unrealized +1.9%
SOURCE CAPITAL 0.0%
Value ($000) $648 Shares 14,955 Est. Cost $41.51 Unrealized
IWY ISHARES TR 0.0%
Value ($000) $625 Shares 2,535 Est. Cost $163.13 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value ($000) $615 Shares 928 Est. Cost $574.84 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $588 Shares 13,580 Est. Cost $39.15 Unrealized +6.8%
SLYG SPDR SERIES TRUST 0.0%
Value ($000) $547 Shares 6,158 Est. Cost $72.69 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $508 Shares 3,187 Est. Cost $122.21 Unrealized +31.6%
WMT WALMART INC 0.0%
Value ($000) $498 Shares 5,092 Est. Cost $61.43 Unrealized +54.3%
UNP UNION PAC CORP 0.0%
Value ($000) $495 Shares 2,153 Est. Cost $234.58 Unrealized -6.9%
RKLB ROCKET LAB CORP 0.0%
Value ($000) $474 Shares 13,241 Est. Cost $24.48 Unrealized 0.0%
BAC BANK AMERICA CORP 0.0%
Value ($000) $464 Shares 9,802 Est. Cost $37.48 Unrealized +10.6%
RDDT REDDIT INC 0.0%
Value ($000) $458 Shares 3,045 Est. Cost $113.37 Unrealized 0.0%
SPMD SPDR SERIES TRUST 0.0%
Value ($000) $457 Shares 8,395 Est. Cost $34.39 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $439 Shares 5,520 Est. Cost $78.32 Unrealized
SPEM SPDR INDEX SHS FDS 0.0%
Value ($000) $421 Shares 9,842 Est. Cost $34.60 Unrealized
GEV GE VERNOVA INC 0.0%
Value ($000) $420 Shares 793 Est. Cost $415.97 Unrealized 0.0%
SPOT SPOTIFY TECHNOLOGY S A 0.0%
Value ($000) $417 Shares 543 Est. Cost $441.40 Unrealized +45.4%
SPSB SPDR SERIES TRUST 0.0%
Value ($000) $416 Shares 13,787 Est. Cost $30.79 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $403 Shares 1,366 Est. Cost $219.94 Unrealized +15.4%
LUNR INTUITIVE MACHINES INC 0.0%
Value ($000) $401 Shares 36,906 Est. Cost $12.53 Unrealized -21.9%
SCHB SCHWAB STRATEGIC TR 0.0%
Value ($000) $392 Shares 16,461 Est. Cost $22.73 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $386 Shares 4,318 Est. Cost $70.79 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value ($000) $371 Shares 15,184 Est. Cost $286.27 Unrealized
PINS PINTEREST INC 0.0%
Value ($000) $369 Shares 10,302 Est. Cost $55.96 Unrealized -45.8%
BROS DUTCH BROS INC 0.0%
Value ($000) $369 Shares 5,400 Est. Cost $44.12 Unrealized +47.8%
PFE PFIZER INC 0.0%
Value ($000) $368 Shares 15,190 Est. Cost $22.35 Unrealized 0.0%
KO COCA COLA CO 0.0%
Value ($000) $353 Shares 4,987 Est. Cost $50.51 Unrealized +38.2%
MRK MERCK & CO INC 0.0%
Value ($000) $352 Shares 4,450 Est. Cost $65.48 Unrealized +18.2%
ISHARES TR 0.0%
Value ($000) $345 Shares 12,876 Est. Cost $26.54 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $344 Shares 257 Est. Cost $62.46 Unrealized +81.0%
WELL WELLTOWER INC 0.0%
Value ($000) $329 Shares 2,137 Est. Cost $67.78 Unrealized +118.2%
TTD THE TRADE DESK INC 0.0%
Value ($000) $323 Shares 4,480 Est. Cost $72.91 Unrealized -12.4%
ABBV ABBVIE INC 0.0%
Value ($000) $321 Shares 1,730 Est. Cost $188.49 Unrealized -3.1%
MMM 3M CO 0.0%
Value ($000) $315 Shares 2,067 Est. Cost $122.11 Unrealized +15.7%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $314 Shares 3,705 Est. Cost $91.00 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $308 Shares 1,093 Est. Cost $244.54 Unrealized +9.6%
QTEC FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $302 Shares 1,419 Est. Cost $197.46 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $296 Shares 4,270 Est. Cost $60.38 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $291 Shares 628 Est. Cost $409.46 Unrealized +12.1%
ORCL ORACLE CORP 0.0%
Value ($000) $290 Shares 1,326 Est. Cost $160.80 Unrealized 0.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $287 Shares 1,231 Est. Cost $188.55 Unrealized +5.9%
TEMPLETON EMERGING MKTS FD 0.0%
Value ($000) $278 Shares 19,081 Est. Cost $14.59 Unrealized
YOU CLEAR SECURE INC 0.0%
Value ($000) $278 Shares 10,000 Est. Cost $29.28 Unrealized -13.9%
DE DEERE & CO 0.0%
Value ($000) $274 Shares 538 Est. Cost $380.47 Unrealized +27.4%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $272 Shares 3,700 Est. Cost $73.45 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $271 Shares 851 Est. Cost $245.13 Unrealized +14.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $253 Shares 762 Est. Cost $282.18 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $245 Shares 556 Est. Cost $419.88 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $242 Shares 5,569 Est. Cost $35.89 Unrealized +21.4%
FDN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $238 Shares 884 Est. Cost $269.33 Unrealized
CAVA CAVA GROUP INC 0.0%
Value ($000) $237 Shares 2,810 Est. Cost $78.83 Unrealized +8.2%
CAT CATERPILLAR INC 0.0%
Value ($000) $236 Shares 607 Est. Cost $338.69 Unrealized -2.3%
PEP PEPSICO INC 0.0%
Value ($000) $234 Shares 1,769 Est. Cost $158.23 Unrealized -17.2%
BA BOEING CO 0.0%
Value ($000) $232 Shares 1,106 Est. Cost $188.88 Unrealized 0.0%
CSX CSX CORP 0.0%
Value ($000) $231 Shares 7,065 Est. Cost $28.41 Unrealized +4.8%
FAN FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $230 Shares 12,672 Est. Cost $15.06 Unrealized
TEMPLETON DRAGON FD INC 0.0%
Value ($000) $228 Shares 22,865 Est. Cost $9.99 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $226 Shares 3,966 Est. Cost $50.83 Unrealized
ESML ISHARES TR 0.0%
Value ($000) $222 Shares 5,372 Est. Cost $40.27 Unrealized
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $213 Shares 813 Est. Cost $199.50 Unrealized +21.2%
IBMO ISHARES TR 0.0%
Value ($000) $210 Shares 8,179 Est. Cost $25.65 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $208 Shares 4,848 Est. Cost $38.00 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $208 Shares 7,835 Est. Cost $38.59 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $206 Shares 2,039 Est. Cost $129.99 Unrealized -27.6%
CG CARLYLE GROUP INC 0.0%
Value ($000) $203 Shares 3,949 Est. Cost $42.13 Unrealized 0.0%
IWD ISHARES TR 0.0%
Value ($000) $202 Shares 1,040 Est. Cost $194.25 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $69 Shares 16,000 Est. Cost $4.31 Unrealized
DEXCOM INC 0.0%
Value ($000) $11 Shares 11,000 Est. Cost $0.94 Unrealized