Avoid Fraud, Get The Facts, And Find The Best
Legal Name: BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 25, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
VANGUARD INDEX FDS (922908637)
|
164,900 |
$22,215k |
|
|
MICROSOFT CORP (594918104)
|
150,721 |
$20,191k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
101,786 |
$19,008k |
|
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
148,682 |
$16,492k |
|
|
TEXAS INSTRUMENTS (882508104)
|
135,100 |
$15,504k |
|
|
VISA INC COM CL A (92826C839)
|
86,558 |
$15,022k |
|
|
ISHARES (464287168)
|
148,977 |
$14,832k |
|
|
DISNEY WALT CO (254687106)
|
99,852 |
$13,943k |
|
|
STRYKER CORP (863667101)
|
64,608 |
$13,282k |
|
|
Apple Inc (037833100)
|
66,550 |
$13,172k |
|
|
Amazon.com Inc (023135106)
|
6,783 |
$12,844k |
|
|
JOHNSON & JOHNSON (478160104)
|
80,825 |
$11,257k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
66,317 |
$11,086k |
|
|
ARES CAP CORP (04010L103)
|
615,591 |
$11,044k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
62,203 |
$10,540k |
|
|
LABORATORY CORP AMER (50540R409)
|
60,786 |
$10,510k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
93,772 |
$10,484k |
|
|
PayPal Holdings Inc (70450Y103)
|
91,292 |
$10,449k |
|
|
Alphabet Inc (02079K107)
|
9,252 |
$10,001k |
|
|
MCCORMICK & CO INC (579780206)
|
64,407 |
$9,984k |
|
|
ISHARES TR (464288687)
|
269,562 |
$9,933k |
|
|
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409)
|
122,936 |
$9,918k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
90,762 |
$9,784k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
102,911 |
$9,534k |
|
|
ROYAL CARIBBEAN CRUISES LTD (v7780t103)
|
78,358 |
$9,498k |
|
|
ISHARES (464287887)
|
51,422 |
$9,383k |
|
|
Intercontinental Exchange Inc (45866F104)
|
109,118 |
$9,378k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
167,067 |
$9,334k |
|
|
Facebook Inc (30303M102)
|
47,077 |
$9,086k |
|
|
Booking Holdings, Inc. (09857L108)
|
4,442 |
$8,327k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
27,207 |
$7,972k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
31,685 |
$7,731k |
|
|
TD AMERITRADE HLDG CORP (87236Y108)
|
153,061 |
$7,641k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V282)
|
42,869 |
$7,606k |
|
|
ISHARES (464287556)
|
68,298 |
$7,451k |
|
|
HANNON ARMSTRONG S (41068X100)
|
260,091 |
$7,329k |
|
|
HOME DEPOT INC (437076102)
|
35,054 |
$7,290k |
|
|
MARRIOTT INTL INC (571903202)
|
51,651 |
$7,246k |
|
|
ISHARES TR U.S. FIN SVC ETF (464287770)
|
53,570 |
$7,172k |
|
|
ISHARES TR U.S. MED DVC ETF (464288810)
|
28,589 |
$6,882k |
|
|
ALLSTATE CORP (020002101)
|
65,145 |
$6,625k |
|
|
GLOBAL X FDS FINTECH ETF (37954Y814)
|
224,311 |
$6,618k |
|
|
3M CO (88579Y101)
|
38,066 |
$6,599k |
|
|
ADOBE INC (00724F101)
|
21,935 |
$6,463k |
|
|
VANGUARD INDEX FDS SM CP VAL ETF (922908611)
|
46,379 |
$6,054k |
|
|
MOMO INC (60879B107)
|
168,002 |
$6,014k |
|
|
ARISTA NETWORKS INC (040413106)
|
22,059 |
$5,727k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
93,116 |
$5,717k |
|
|
SPDR SERIES TRUST (78468R788)
|
149,864 |
$5,701k |
|
|
SPDR SERIES TRUST (78464A854)
|
164,328 |
$5,676k |
|
|
BlackRock, Inc. (09247X101)
|
11,140 |
$5,228k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
12,974 |
$4,600k |
|
|
ISHARES (464288786)
|
63,811 |
$4,512k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
55,469 |
$4,342k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
41,075 |
$4,144k |
|
|
ESSENT GROUP LTD (G3198U102)
|
83,020 |
$3,901k |
|
|
ALPHABET INC (02079K305)
|
3,581 |
$3,878k |
|
|
AMN HEALTHCARE SERVICES INC (001744101)
|
69,315 |
$3,760k |
|
|
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF (78468R804)
|
34,314 |
$3,695k |
|
|
VANGUARD WHITEHALL FDS INC (921946406)
|
41,799 |
$3,652k |
|
|
EMERSON ELEC CO (291011104)
|
54,133 |
$3,612k |
|
|
S&P WRLD EX US (78463X889)
|
120,680 |
$3,571k |
|
|
COPART INC (217204106)
|
44,069 |
$3,294k |
|
|
NVIDIA Corp (67066G104)
|
18,587 |
$3,053k |
|
|
Spotify Technology SA (L8681T102)
|
19,128 |
$2,797k |
|
|
SPDR SERIES TRUST (78464A508)
|
81,639 |
$2,554k |
|
|
PETIQ INC COM CL A (71639T106)
|
70,275 |
$2,316k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
41,551 |
$2,119k |
|
|
SPDR Portfolio Emerging Market (78463X509)
|
58,385 |
$2,090k |
|
|
SPDR SERIES TRUST (78464A409)
|
51,298 |
$1,987k |
|
|
Exxon Mobil Corp (30231G102)
|
25,606 |
$1,962k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
20,944 |
$1,867k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
6,850 |
$1,844k |
|
|
SPDR SERIES TRUST (78464A474)
|
59,573 |
$1,834k |
|
|
Supernus (868459108)
|
45,033 |
$1,490k |
|
|
BEST INC (08653C106)
|
259,039 |
$1,427k |
|
|
ISHARES TR (46435U853)
|
23,747 |
$972k |
|
|
SPDR PORTFOLIO SMALL CAP ETF (78468R853)
|
30,196 |
$925k |
|
|
SPDR SERIES TRUST (78464A847)
|
26,405 |
$900k |
|
|
SPDR SERIES TRUST (78464A649)
|
29,081 |
$848k |
|
|
DROPBOX (26210C104)
|
29,000 |
$726k |
|
|
SPDR SERIES TRUST (78464A292)
|
16,556 |
$715k |
|
|
SS&C TECH HLDGS (78467J100)
|
11,100 |
$639k |
|
|
Boeing Co/The (097023105)
|
1,423 |
$518k |
|
|
AT&T INC (00206R102)
|
13,481 |
$452k |
|
|
STARBUCKS CORP (855244109)
|
5,340 |
$448k |
|
|
ISHARES (464287465)
|
6,718 |
$442k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
5,106 |
$424k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,841 |
$392k |
|
|
EXELON CORP (30161N101)
|
7,974 |
$382k |
|
|
Bank of America Corp. (060505104)
|
12,599 |
$365k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
1,098 |
$324k |
|
|
PEPSICO INC (713448108)
|
2,404 |
$315k |
|
|
Bristol-Myers Squibb Co (110122108)
|
6,918 |
$314k |
|
|
Caterpillar Inc (149123101)
|
2,211 |
$301k |
|
|
M & T BK CORP (55261F104)
|
1,669 |
$284k |
|
|
CAMDEN PPTY TR (133131102)
|
2,557 |
$267k |
|
|
MERCK & CO INC (58933Y105)
|
3,060 |
$257k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
2,936 |
$257k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
4,385 |
$250k |
|
|
SPDR SERIES TRUST (78464A102)
|
3,197 |
$232k |
|
|
Netflix Inc (64110L106)
|
616 |
$226k |
|
|
SPDR SERIES TRUST (78464A300)
|
3,730 |
$226k |
|
|
PROCTER & GAMBLE CO (742718109)
|
1,934 |
$212k |
|
|
SPDR SERIES TRUST (78464A789)
|
5,933 |
$202k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.