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  Name: Baltimore-Washington Financial Advisors Inc.
  City: Columbia
  State: MD
  Zip: 21044
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $1,412,442,000
  Total Value Change : $209,001,000
  Securities Held Change : 1
   
All Securities Held : 139
  New Positions : 5
  Closed Positions : 4
  Increased Positions : 92
  Unchanged Positions : 10
  Decreased Positions : 32

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (ETN)1 Year Chart         ETN Eaton Corp 110 New $320.50 $315,000 1,306 0.02% 315,000 1,306 0    Diversified Machinery
   (VZ)1 Year Chart         VZ Verizon Communications Inc 123 New $38.89 $254,000 6,731 0.02% 254,000 6,731 0    Telecom Services - Do...
   (DDOG)1 Year Chart         DDOG Datadog, Inc. 125 New $0.00 $243,000 2,000 0.02% 243,000 2,000 0.001    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 130 New $163.79 $221,000 1,429 0.02% 221,000 1,429 0    Drug Manufacturers - ...
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 134 New $76.22 $202,000 2,625 0.01% 202,000 2,625 0.001    Closed - End Fund - E...

      5 Records Found
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