Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BALTIMORE-WASHINGTON FINANCIAL ADVISORS INC 02-12-2024 12-31-2023 144 1,443,512,843
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS LARGE CAP ETF 1 $78,280,573 358,837 0.01 0.01 13,986 4.06 12-31-2023
INVESCO QQQ TR UNIT SER 1 2 $74,414,905 181,712 0.01 0.00 10,341 6.03 12-31-2023
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 3 $51,333,448 325,307 0.00 0.00 9,230 2.92 12-31-2023
MICROSOFT CORP COM 4 $45,009,971 119,693 0.00 0.00 2,944 2.52 12-31-2023
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