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Institutional Investment Manager
Baltimore-Washington Financial Advisors, Inc.
Baltimore-Washington Financial Advisors, Inc. (CIK: 0001555486) incorporated in Maryland, located at 10960 Grantchester Way, Columbia, MD. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q3)
Portfolio Summary: 304 holdings with a total value of $315,022,000.
#
Name
Shares
Value ($)
%
Options
Notes
301 WELLS FARGO & CO NEW 140,871 7,233,000 2.30%
302 ISHARES TR 75,146 7,900,000 2.51%
303 VANGUARD SCOTTSDALE FDS 104,276 8,311,000 2.64%
304 APPLE INC 89,482 9,869,000 3.13%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001606587-15-000266, filed 2015.10.16).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.