Baltimore-Washington Financial Advisors, Inc.

Name: Baltimore-Washington Financial Advisors, Inc. 13F holdings, Q4 2024
Creator: Baltimore-Washington Financial Advisors, Inc.
Published: 2025-01-24

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Baltimore-Washington Financial Advisors, Inc. reported 150 stock positions worth $1.9 billion. Its top holding was Vngrd Mrgstr LRG-Cap ETF-Usd (VV) at 5.4% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 5.1%) and Nvidia (NVDA, 3.5%). Compared with Q3 2024, it opened 9 new positions, sold out of 4, added to 93 and reduced 32. The biggest buy was iShares Ibonds Dec 2028 Term (IBTI, shares +166%) and the biggest sale an exit from iShares U.S. Medical Devices (IHI).

Most Recent 13F: Q2 2026
Location: Columbia, MD
CIK: 0001555486
Portfolio Value: $1.9B (Q4 2024)
SEC Filing: 0001172661-25-000351 ↗ filed Jan 24, 2025

Holdings Value

Holdings 150 stocks · $1.9B


VV Vngrd Mrgstr LRG-Cap ETF-Usd	5.36%	381,800	$103.0M	Add +0.9%
QQQ Invesco QQQ Trust Series 1	5.05%	190,115	$97.2M	Add +1.9%
NVDA Nvidia Corp.	3.54%	507,272	$68.1M	Reduce -1.0%
RSP Invesco S&P 500 Equal Weight	3.08%	337,510	$59.1M	Reduce -0.8%
VIG Vanguard Dividend Apprec ETF	2.95%	289,870	$56.8M	Add +3.4%
AAPL Apple Inc.	2.81%	215,645	$54.0M	Add +0.2%
MSFT Microsoft Corp.	2.72%	124,243	$52.4M	Add +0.7%
VONG Vanguard Russell 1000 Growth	2.60%	483,536	$49.9M	Add +2.0%
AMZN Amazon.com Inc.	2.53%	221,879	$48.7M	Add +2.2%
LGLV SPDR US LC Low Vol Idx	2.37%	275,699	$45.5M	Add +0.5%
IVV iShares Core S&P 500 ETF	2.34%	76,525	$45.0M	Add +4.0%
SPTM SS SPDR P S&P 1500 Comp ETF	2.29%	617,506	$44.1M	Add +7.3%
VTV Vanguard Mrngstr Val ETF-Aui	2.23%	253,021	$42.8M	Add +4.5%
VYM Vanguard High DVD Yield ETF	2.14%	321,897	$41.1M	Add +6.5%
GOOG Alphabet Inc. Class C	2.12%	214,473	$40.8M	Add +1.4%
RSPT Invesco S&P 500 Equal Weight	2.08%	1,071,011	$40.1M	Add +3.9%
COST Costco Wholesale Corp.	1.93%	40,578	$37.2M	Add +1.5%
SPYG SS SPDR P S&P 500 Growth ETF	1.83%	400,030	$35.2M	Add +3.3%
BX Blackstone Inc.	1.81%	201,924	$34.8M	Add +0.8%
XLV SS Health Care Select Sector	1.66%	231,798	$31.9M	Add +0.4%
IYG iShares U.S. Financial Servi	1.58%	389,794	$30.3M	Add +2.1%
META Meta Platforms Inc. Class A	1.55%	50,942	$29.8M	Add +2.6%
V Visa Inc. Class A	1.45%	88,399	$27.9M	Add +1.5%
JPM JPMorgan Chase & Co.	1.45%	116,316	$27.9M	Add +2.5%
CMG Chipotle Mexican Grill Inc.	1.40%	445,319	$26.9M	Add +1.4%
BKNG Booking Holdings Inc.	1.37%	5,283	$26.2M	Add +2.1%
ANET Arista Networks Inc.	1.32%	230,304	$25.5M	Reduce -0.3%
BRK.B Berkshire Hathaway Inc. Class B	1.29%	54,827	$24.9M	Add +5.0%
SYK Stryker Corp.	1.28%	68,103	$24.5M	Add +2.1%
SPY SS SPDR S&P 500 ETF Trust-US	1.23%	40,516	$23.7M	Reduce -0.4%
VOO Vanguard S&P 500 ETF	1.23%	43,849	$23.6M	Add +0.1%
IBHH iShares Ibonds 2028 TM HY Inc.	1.12%	922,666	$21.6M	Add +5.9%
EFIV SS SPDR S&P 500 ESG ETF	1.12%	380,305	$21.5M	Add +0.1%
MAR Marriott International Class A	1.11%	76,625	$21.4M	Reduce -0.3%
IBDT iShares Ibonds Dec 2028 ETF	1.10%	850,318	$21.2M	Add +3.7%
SDY SS SPDR S&P Dividend ETF	1.08%	157,333	$20.8M	Add +7.0%
UBER Uber Technologies Inc.	1.07%	341,576	$20.6M	Add +3.6%
HD Home Depot Inc.	1.00%	49,654	$19.3M	Add +2.7%
ICE Intercontinental Exchange Inc.	0.99%	127,841	$19.0M	Add +1.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.94%	68,153	$18.0M	Add +1.6%
VUG Vanguard Mrngstar GR ETF-Sui	0.89%	41,589	$17.1M	Add +15.3%
RCL Royal Caribbean Cruises Ltd.	0.82%	68,734	$15.9M	Reduce -3.5%
ONON On Holding AG Class A filed as ON HLDG AG	0.82%	286,635	$15.7M	Reduce -4.7%
MMTM SS SPDR S&P 1500 Mom Tilt	0.80%	59,251	$15.4M	Add +24.6%
BLK BlackRock Inc.	0.80%	15,044	$15.4M	Add +2.9%
IJT iShares S&P Small-Cap 600 GR	0.80%	113,345	$15.3M	Add +3.1%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO	0.76%	51,745	$14.7M	Add +13.7%
UNH Unitedhealth Group Inc.	0.68%	25,754	$13.0M	Reduce -2.5%
CPRT Copart Inc.	0.66%	221,850	$12.7M	Add +1.3%
TXN Texas Instruments Inc.	0.66%	67,612	$12.7M	Reduce -0.6%
IWY iShares Russell Top 200 Grow	0.63%	51,350	$12.1M	Add +5.3%
IBTI iShares Ibonds Dec 2028 Term	0.61%	537,362	$11.8M	Add +165.6%
AMD Advanced Micro Devices	0.59%	94,698	$11.4M	Add +2.2%
ADBE Adobe Inc.	0.59%	25,586	$11.4M	Add +0.3%
VBR Vngrd Mrngst SL-CP Val ETF-U	0.59%	56,993	$11.3M	Add +3.0%
CRM Salesforce Inc.	0.54%	31,159	$10.4M	Add +2.2%
IJR iShares Core S&P Small-Cap E	0.54%	89,420	$10.3M	Add +0.4%
IBTG iShares Ibonds Dec 2026 Term	0.53%	447,902	$10.2M	Add +5.2%
IBHF iShares Ibond 2026 HY & Inc.	0.52%	431,778	$10.0M	Add +3.0%
ARCC Ares Capital Corp.	0.51%	446,327	$9.8M	Add +4.2%
SPYM Ste STR SPDR PT S&P 500 ETF	0.50%	140,393	$9.7M	Reduce -1.8%
IBTF iShares Ibonds Dec 2025 Term	0.49%	406,979	$9.5M	Add +10.1%
VEU Vanguard Ftse All-World Ex-U	0.49%	162,750	$9.3M	Add +2.0%
SOFI Sofi Technologies Inc.	0.47%	592,930	$9.1M	Add +12.9%
SHOP Shopify Inc. Class A	0.47%	84,541	$9.0M	Add +2.3%
DGT SS SPDR Global Dow ETF	0.46%	66,381	$8.8M	Add +3.5%
GOOGL Alphabet Inc. Class A	0.44%	44,567	$8.4M	Reduce -0.5%
IGRO iShares Intl Div Growth ETF	0.43%	122,460	$8.3M	Add +3.9%
IWR iShares Russell Mid-Cap ETF	0.39%	84,652	$7.5M	Reduce -0.6%
IDEV iShares Core MSCI Dev MKTS	0.37%	111,457	$7.2M	Add +2.6%
SO The Southern Co.	0.37%	85,624	$7.0M	Add +3.7%
ABNB Airbnb Inc. Class A	0.34%	49,447	$6.5M	Add +14.8%
FTNT Fortinet Inc.	0.32%	66,047	$6.2M	Add +11.7%
IWM iShares Russell 2000 ETF	0.26%	22,617	$5.0M	Add +4.8%
LH Labcorp Holdings Inc.	0.26%	21,656	$5.0M	Reduce -4.5%
RACE Ferrari NV	0.23%	10,411	$4.4M	Add +5.5%
MDY State Street SPDR S&P Midcap	0.15%	4,987	$2.8M	Reduce -0.9%
PINS Pinterest Inc. Class A	0.14%	93,014	$2.7M	Reduce -7.3%
TY Tri-Continental Corp.	0.09%	57,192	$1.8M	No change
CRWD CrowdStrike Holdings Inc. Class A	0.08%	4,487	$1.5M	No change
TSLA Tesla Inc.	0.08%	3,774	$1.5M	Reduce -32.4%
SPYV SS SPDR P S&P 500 Value ETF	0.08%	29,431	$1.5M	Add +0.1%
NULG Nuveen ESG LRG-Cap GRW ETF	0.07%	16,713	$1.4M	Add +0.6%
IWF iShares Russell 1000 Growth	0.07%	3,195	$1.3M	Add +2.1%
VTI VG Morningstar TS MKT ETF-US	0.07%	4,335	$1.3M	Reduce -4.0%
SPDW Ste STR SPDR PT DW Eu ETF	0.07%	36,616	$1.2M	Add +10.8%
XOM Exxon Mobil Corp.	0.06%	11,444	$1.2M	Reduce -0.1%
PSCT Invesco S&P Smallcap Informa	0.05%	20,569	$982K	No change
IWS iShares Russell Mid-Cap Valu	0.05%	7,436	$962K	Add +0.0%
IBB iShares Biotechnology ETF	0.05%	7,254	$959K	Reduce -0.7%
SPSM SS SPDR P S&P 600 Small Cap	0.05%	20,128	$904K	Reduce -0.1%
DKNG Draftkings Inc. Class A	0.04%	21,635	$805K	Add +0.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.04%	6,906	$769K	Add +0.7%
XSORX Source Capital Inc.	0.03%	14,955	$650K	No change
LLY Eli Lilly & Co.	0.03%	832	$642K	Add +0.4%
D Dominion Energy Inc.	0.03%	11,638	$627K	Add +0.5%
SLYG SS SPDR S&P 600 SC GR ETF	0.03%	6,224	$562K	Reduce -3.8%
CEG Constellation Energy	0.03%	2,463	$551K	Add +7.7%
VGT Vanguard Info Tech ETF	0.03%	881	$548K	Reduce -0.5%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC	0.03%	4,500	$529K	Add +0.5%
UNP Union Pacific Corp.	0.03%	2,160	$493K	Add +1.4%
PG The Procter & Gamble Co.	0.03%	2,892	$485K	Add +2.0%
AVGO Broadcom Inc.	0.02%	2,043	$474K	Add +4.1%
SPMD SS SPDR P S&P 400 Midcap ETF	0.02%	8,578	$469K	Reduce -1.1%
VCSH Vanguard S/T Corp. Bond ETF	0.02%	5,900	$460K	Reduce -4.5%
SPEM State Street SP PTF Em ETF	0.02%	11,131	$427K	Reduce -2.0%
SCHX Schwab US Large-Cap ETF	0.02%	18,304	$424K	Add +17.8%
WMT Walmart Inc.	0.02%	4,629	$418K	Add +3.1%
SPSB SS SPDR P St C Corp. ETF	0.02%	13,940	$416K	Reduce -9.6%
SCHB Schwab US Broad Market ETF	0.02%	18,069	$410K	New
IBHE iShares Ibonds 2025 H/Y Inc.	0.02%	17,560	$407K	Add +37.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.02%	9,026	$397K	Add +0.7%
MRK Merck & Co. Inc.	0.02%	3,721	$370K	Add +19.4%
XLE SS Energy Select Sector	0.02%	4,107	$352K	Add +2.9%
SCHD Schwab US DVD Equity ETF	0.02%	12,249	$335K	Add +57.8%
EFA iShares MSCI Eafe ETF	0.02%	4,316	$326K	Add +0.0%
PNC PNC Financial Services Group	0.02%	1,680	$324K	Add +3.1%
APD Air Products & Chemicals Inc.	0.02%	1,093	$317K	No change
CAVA Cava Group Inc.	0.02%	2,660	$300K	Add +2.3%
VZ Verizon Communications Inc.	0.02%	7,369	$295K	Add +6.4%
IBMN iShares Ibonds Dec 2025 Term	0.02%	11,003	$293K	No change
BROS Dutch Bros Inc. Class A	0.01%	5,400	$283K	New
HON Honeywell International Inc.	0.01%	1,213	$274K	Reduce -1.7%
KO The Coca-Cola Co.	0.01%	4,363	$272K	Reduce -3.2%
WELL Welltower Inc.	0.01%	2,137	$269K	No change
QTEC First Trust Nasdq 100 Tech I	0.01%	1,419	$267K	No change
YOU Clear Secure Inc. Class A	0.01%	10,000	$266K	New
UPS United Parcel Service Class B	0.01%	2,068	$261K	No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.01%	1,176	$259K	New
NFLX Netflix Inc.	0.01%	285	$254K	Reduce -5.6%
AXP American Express Co.	0.01%	851	$253K	Reduce -0.3%
LMT Lockheed Martin Corp.	0.01%	505	$245K	Reduce -4.4%
MMM 3M Co.	0.01%	1,836	$237K	Add +1.9%
DE Deere & Co.	0.01%	542	$230K	Add +0.7%
PEP Pepsico Inc.	0.01%	1,509	$229K	Add +11.4%
CSX CSX Corp.	0.01%	7,065	$228K	No change
EXC Exelon Corp.	0.01%	6,037	$227K	Add +9.0%
SPOT Spotify Technology SA	0.01%	506	$226K	New
ESML iShares ESG Aware MSCI USA S	0.01%	5,372	$226K	No change
CAT Caterpillar Inc.	0.01%	610	$221K	No change
ITOT iShares Core S&P Total U.S.	0.01%	1,711	$220K	New
ROK Rockwell Automation Inc.	0.01%	762	$218K	No change
FDN First Trust DJ Internet Ind	0.01%	884	$215K	New
USHY iShares Broad Usd High Yield	0.01%	5,782	$213K	Reduce -16.6%
ORCL Oracle Corp.	0.01%	1,265	$211K	No change
IBMO iShares Ibonds Dec 2026 Term	0.01%	8,179	$208K	No change
BA The Boeing Co.	0.01%	1,158	$205K	New
LOW Lowe's Cos Inc.	0.01%	817	$202K	New
LUNR Intuitive Machines Inc.	0.01%	10,743	$195K	No change
FAN First Trust Global Wind Ener	0.01%	12,706	$188K	Add +4.4%

Other holdings (3): bonds, preferreds, convertibles and warrants · $23.8M (not counted above)

Security	Class	Shares / Principal	Value	Change
IBDR iShares Ibonds Dec 2026 Term	IBONDS DEC2026 · principal	546,069	$13.1M	Add +7.9%
IBDQ iShares Ibonds Dec 2025 Term	IBONDS DEC25 ETF · principal	425,354	$10.7M	Add +28.7%
DEXCOM INC (DXCM 0.25 11/15/25)	NOTE 0.250%11/1 · principal	11,000	$11K	No change

Total filed on the 13F, all lines: $1.9B.

Portfolio Sells Q3 2024 → Q4 2024


IHI iShares U.S. Medical Devices	Sold out	0.00%	−0.88
RSP Invesco S&P 500 Equal Weight	Reduce -0.8%	3.08%	−0.24
UNH Unitedhealth Group Inc.	Reduce -2.5%	0.68%	−0.16
TXN Texas Instruments Inc.	Reduce -0.6%	0.66%	−0.11
PINS Pinterest Inc. Class A	Reduce -7.3%	0.14%	−0.04
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -0.4%	1.23%	−0.04
SPYM Ste STR SPDR PT S&P 500 ETF	Reduce -1.8%	0.50%	−0.02
IWR iShares Russell Mid-Cap ETF	Reduce -0.6%	0.39%	−0.02
LH Labcorp Holdings Inc.	Reduce -4.5%	0.26%	−0.02
IBMM iShares Ibonds Dec 2024 Term	Sold out	0.00%	−0.01
ABBV Abbvie Inc.	Sold out	0.00%	−0.01
VEA Vanguard Ftse Developed ETF	Sold out	0.00%	−0.01
XOM Exxon Mobil Corp.	Reduce -0.1%	0.06%	−0.01
MDY State Street SPDR S&P Midcap	Reduce -0.9%	0.15%	−0.01
IBB iShares Biotechnology ETF	Reduce -0.7%	0.05%	−0.01
VTI VG Morningstar TS MKT ETF-US	Reduce -4.0%	0.07%	−0.00
ONON On Holding AG Class A	Reduce -4.7%	0.82%	−0.00
LMT Lockheed Martin Corp.	Reduce -4.4%	0.01%	−0.00
SPSB SS SPDR P St C Corp. ETF	Reduce -9.6%	0.02%	−0.00
SLYG SS SPDR S&P 600 SC GR ETF	Reduce -3.8%	0.03%	−0.00
KO The Coca-Cola Co.	Reduce -3.2%	0.01%	−0.00
SPEM State Street SP PTF Em ETF	Reduce -2.0%	0.02%	−0.00
USHY iShares Broad Usd High Yield	Reduce -16.6%	0.01%	−0.00
SPSM SS SPDR P S&P 600 Small Cap	Reduce -0.1%	0.05%	−0.00
VCSH Vanguard S/T Corp. Bond ETF	Reduce -4.5%	0.02%	−0.00
SPMD SS SPDR P S&P 400 Midcap ETF	Reduce -1.1%	0.02%	−0.00
TSLA Tesla Inc.	Reduce -32.4%	0.08%	−0.00
VGT Vanguard Info Tech ETF	Reduce -0.5%	0.03%	+0.00
HON Honeywell International Inc.	Reduce -1.7%	0.01%	+0.00
AXP American Express Co.	Reduce -0.3%	0.01%	+0.00
NFLX Netflix Inc.	Reduce -5.6%	0.01%	+0.00
GOOGL Alphabet Inc. Class A	Reduce -0.5%	0.44%	+0.03
MAR Marriott International Class A	Reduce -0.3%	1.11%	+0.07
ANET Arista Networks Inc.	Reduce -0.3%	1.32%	+0.12
RCL Royal Caribbean Cruises Ltd.	Reduce -3.5%	0.82%	+0.14
NVDA Nvidia Corp.	Reduce -1.0%	3.54%	+0.16

Portfolio Buys Q3 2024 → Q4 2024


IBTI iShares Ibonds Dec 2028 Term	Add +165.6%	0.61%	+0.36
AMZN Amazon.com Inc.	Add +2.2%	2.53%	+0.33
SOFI Sofi Technologies Inc.	Add +12.9%	0.47%	+0.25
GOOG Alphabet Inc. Class C	Add +1.4%	2.12%	+0.20
BKNG Booking Holdings Inc.	Add +2.1%	1.37%	+0.18
MMTM SS SPDR S&P 1500 Mom Tilt	Add +24.6%	0.80%	+0.15
V Visa Inc. Class A	Add +1.5%	1.45%	+0.15
JPM JPMorgan Chase & Co.	Add +2.5%	1.45%	+0.15
BX Blackstone Inc.	Add +0.8%	1.81%	+0.14
VUG Vanguard Mrngstar GR ETF-Sui	Add +15.3%	0.89%	+0.13
SHOP Shopify Inc. Class A	Add +2.3%	0.47%	+0.11
VONG Vanguard Russell 1000 Growth	Add +2.0%	2.60%	+0.11
IYG iShares U.S. Financial Servi	Add +2.1%	1.58%	+0.10
QQQ Invesco QQQ Trust Series 1	Add +1.9%	5.05%	+0.10
SPTM SS SPDR P S&P 1500 Comp ETF	Add +7.3%	2.29%	+0.10
CRM Salesforce Inc.	Add +2.2%	0.54%	+0.09
SPYG SS SPDR P S&P 500 Growth ETF	Add +3.3%	1.83%	+0.08
AAPL Apple Inc.	Add +0.2%	2.81%	+0.08
FTNT Fortinet Inc.	Add +11.7%	0.32%	+0.07
AJG Arthur J Gallagher & Co.	Add +13.7%	0.76%	+0.07
BLK BlackRock Inc.	Add +2.9%	0.80%	+0.05
IWY iShares Russell Top 200 Grow	Add +5.3%	0.63%	+0.04
ABNB Airbnb Inc. Class A	Add +14.8%	0.34%	+0.04
CPRT Copart Inc.	Add +1.3%	0.66%	+0.04
IVV iShares Core S&P 500 ETF	Add +4.0%	2.34%	+0.03
VYM Vanguard High DVD Yield ETF	Add +6.5%	2.14%	+0.03
IBTF iShares Ibonds Dec 2025 Term	Add +10.1%	0.49%	+0.02
SCHB Schwab US Broad Market ETF	New	0.02%	+0.02
ARCC Ares Capital Corp.	Add +4.2%	0.51%	+0.02
CMG Chipotle Mexican Grill Inc.	Add +1.4%	1.40%	+0.02
BROS Dutch Bros Inc. Class A	New	0.01%	+0.01
YOU Clear Secure Inc. Class A	New	0.01%	+0.01
IBM Intl Business Machines Corp.	New	0.01%	+0.01
SPOT Spotify Technology SA	New	0.01%	+0.01
ITOT iShares Core S&P Total U.S.	New	0.01%	+0.01
FDN First Trust DJ Internet Ind	New	0.01%	+0.01
BA The Boeing Co.	New	0.01%	+0.01
LOW Lowe's Cos Inc.	New	0.01%	+0.01
AVGO Broadcom Inc.	Add +4.1%	0.02%	+0.01
SCHD Schwab US DVD Equity ETF	Add +57.8%	0.02%	+0.01
IBHE iShares Ibonds 2025 H/Y Inc.	Add +37.4%	0.02%	+0.01
COST Costco Wholesale Corp.	Add +1.5%	1.93%	+0.00
DIS The Walt Disney Co.	Add +0.7%	0.04%	+0.00
META Meta Platforms Inc. Class A	Add +2.6%	1.55%	+0.00
SCHX Schwab US Large-Cap ETF	Add +17.8%	0.02%	+0.00
IWF iShares Russell 1000 Growth	Add +2.1%	0.07%	+0.00
WMT Walmart Inc.	Add +3.1%	0.02%	+0.00
BAC Bank of America Corp.	Add +0.7%	0.02%	+0.00
TTD Trade Desk Inc./the Class A	Add +0.5%	0.03%	+0.00
PNC PNC Financial Services Group	Add +3.1%	0.02%	+0.00

Notes & Other Activity Q3 2024 → Q4 2024


IBDR iShares Ibonds Dec 2026 Term	IBONDS DEC2026 · principal	Add +7.9%	546,069	$13.1M
IBDQ iShares Ibonds Dec 2025 Term	IBONDS DEC25 ETF · principal	Add +28.7%	425,354	$10.7M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	204	$2.7B	VV, QQQ, RSPT, NVDA, IVV
Q1 2026	185	$2.3B	VV, QQQ, NVDA, RSPT, VIG
Q4 2025	187	$2.4B	VV, QQQ, NVDA, RSPT, VIG
Q3 2025	177	$2.3B	VV, QQQ, NVDA, MSFT, IVV
Q2 2025	171	$2.1B	VV, QQQ, NVDA, MSFT, VIG
Q1 2025	151	$1.9B	VV, QQQ, RSP, VIG, NVDA
Q4 2024	150	$1.9B	VV, QQQ, NVDA, RSP, VIG
Q3 2024	145	$1.8B	VV, QQQ, NVDA, RSP, VIG
Q2 2024	136	$1.7B	VV, QQQ, NVDA, RSP, MSFT
Q1 2024	122	$1.6B	VV, QQQ, RSP, MSFT, VIG