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| Name: |
Baltimore-Washington Financial Advisors Inc. |
| City: |
Columbia |
| State: |
MD |
| Zip: |
21044 |
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data |
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| Holdings
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9 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AJG |
Arthur J Gallagher & Co |
50 |
New |
$258.24 |
$9,935,000 |
39,735 |
0.63% |
9,935,000 |
39,735 |
0.017 |
Insurance Brokers |
|
|
FTNT |
Fortinet Inc |
72 |
New |
$60.78 |
$3,762,000 |
55,078 |
0.24% |
3,762,000 |
55,078 |
0.007 |
Computer Peripherals |
|
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RACE |
Ferrari NV |
74 |
New |
$0.00 |
$3,581,000 |
8,215 |
0.23% |
3,581,000 |
8,215 |
0.004 |
N/A |
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CRWD |
Crowdstrike Holdings, Inc. |
78 |
New |
$385.44 |
$1,791,000 |
5,587 |
0.11% |
1,791,000 |
5,587 |
0.003 |
N/A |
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WMT |
Wal-Mart Stores Inc |
108 |
New |
$60.24 |
$236,000 |
3,918 |
0.01% |
236,000 |
3,918 |
0 |
Discount, Variety Stores |
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ESML |
iShares MSCI USA Sml-Cp ESG... |
110 |
New |
$0.00 |
$226,000 |
5,614 |
0.01% |
226,000 |
5,614 |
0 |
N/A |
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PEP |
Pepsico Inc |
111 |
New |
$163.81 |
$210,000 |
1,200 |
0.01% |
210,000 |
1,200 |
0 |
Beverage Soft Drinks... |
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SCHD |
Schwab US Dividend Equity ETF |
113 |
New |
$76.79 |
$208,000 |
2,577 |
0.01% |
208,000 |
2,577 |
0.001 |
N/A |
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LUNR |
Intuitive Machines Ord Shs ... |
119 |
New |
$0.00 |
$67,000 |
10,743 |
0% |
67,000 |
10,743 |
0.067 |
N/A |
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