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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 0-3 MNTH TREASRY | 101 | $2,719,623 | 27,123 | 0.00 | 0.00 | 5,056 | 22.91 | 12-31-2023 |
| TRI CONTL CORP | COM | 102 | $1,648,845 | 57,192 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR SER TR | PRTFLO S&P500 VL | 103 | $1,480,654 | 31,753 | 0.00 | 0.00 | -937 | -2.87 | 12-31-2023 |
| TESLA INC | COM | 104 | $1,378,816 | 5,549 | 0.00 | 0.00 | -440 | -7.35 | 12-31-2023 |
