The Analysis of MARYLAND CAPITAL ADVISORS INC.'s Holdings


Currently, MARYLAND CAPITAL ADVISORS INC. holds 254 types of securities in its portfolio with a total value $279.4M. In the most recent quarter, they have increased their positions in IGSB (+173.1K shares, valued at $9.2M), DFAU (+42.9K shares, valued at $2.0M), DFLV (+50.7K shares, valued at $1.7M); decreased their positions in AAPL (-22.6K shares, valued at $5.8M), VCSH (-3.1K shares, valued at $246.0K), EFV (-3.5K shares, valued at $237.1K); initiated new positions in JETS (+10.4K shares, valued at $255.8K), C (+672 shares, valued at $68.2K), FNDX (+459 shares, valued at $12.1K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IGSB ISHARES TR1.1M shares18.64%2025-09-302025-10-17history
VCSH VANGUARD SCOTTSDALE FDS281.7K shares-1.08%2025-09-302025-10-17history
VTI VANGUARD INDEX FDS56.7K shares-1.25%2025-09-302025-10-17history
DFAU DIMENSIONAL ETF TRUST359.3K shares13.55%2025-09-302025-10-17history
VTV VANGUARD INDEX FDS69.2K shares-0.72%2025-09-302025-10-17history
AAPL APPLE INC49.3K shares-31.48%2025-09-302025-10-17history
DFIV DIMENSIONAL ETF TRUST226.9K shares4.65%2025-09-302025-10-17history
DFLV DIMENSIONAL ETF TRUST314.6K shares19.19%2025-09-302025-10-17history
Sponsored
ISTB ISHARES TR169.7K shares11.16%2025-09-302025-10-17history
DFAI DIMENSIONAL ETF TRUST212.6K shares0.62%2025-09-302025-10-17history
DFNM DIMENSIONAL ETF TRUST135.9K shares7.24%2025-09-302025-10-17history
EFV ISHARES TR77.0K shares-4.34%2025-09-302025-10-17history
DFAT DIMENSIONAL ETF TRUST75.8K shares19.16%2025-09-302025-10-17history
DFEV DIMENSIONAL ETF TRUST132.5K shares4.68%2025-09-302025-10-17history
VTIP VANGUARD MALVERN FDS77.4K shares12.21%2025-09-302025-10-17history
DFAR DIMENSIONAL ETF TRUST156.8K shares7.27%2025-09-302025-10-17history
Sponsored
VNQI VANGUARD INTL EQUITY INDEX F73.3K shares4.11%2025-09-302025-10-17history
DFAS DIMENSIONAL ETF TRUST45.1K shares9.21%2025-09-302025-10-17history
IWF ISHARES TR6.5K shares0.00%2025-09-302025-10-17history
EMXC ISHARES INC44.5K shares0.59%2025-09-302025-10-17history
VBR VANGUARD INDEX FDS13.2K shares-1.16%2025-09-302025-10-17history
DFUS DIMENSIONAL ETF TRUST37.7K shares0.00%2025-09-302025-10-17history
DISV DIMENSIONAL ETF TRUST75.7K shares2.39%2025-09-302025-10-17history
VEA VANGUARD TAX-MANAGED FDS44.6K shares-1.68%2025-09-302025-10-17history
Sponsored
DFSD DIMENSIONAL ETF TRUST53.8K shares0.00%2025-09-302025-10-17history
VB VANGUARD INDEX FDS7.5K shares-0.65%2025-09-302025-10-17history
VNQ VANGUARD INDEX FDS20.8K shares-9.63%2025-09-302025-10-17history
IWD ISHARES TR9.0K shares0.00%2025-09-302025-10-17history
DUHP DIMENSIONAL ETF TRUST47.8K shares12.00%2025-09-302025-10-17history
DFIS DIMENSIONAL ETF TRUST56.9K shares2.76%2025-09-302025-10-17history
EWX SPDR INDEX SHS FDS24.0K shares1.45%2025-09-302025-10-17history
WMT WALMART INC14.4K shares-0.75%2025-09-302025-10-17history
Sponsored
SUB ISHARES TR13.6K shares-0.54%2025-09-302025-10-17history
NVDA NVIDIA CORPORATION7.7K shares-1.25%2025-09-302025-10-17history
IYW ISHARES TR6.7K shares0.00%2025-09-302025-10-17history
IUSV ISHARES TR13.1K shares-1.17%2025-09-302025-10-17history
VYMI VANGUARD WHITEHALL FDS14.8K shares0.00%2025-09-302025-10-17history
MSFT MICROSOFT CORP2.2K shares71.55%2025-09-302025-10-17history
BRK.B BERKSHIRE HATHAWAY INC DEL2.2K shares0.00%2025-09-302025-10-17history
AVGO BROADCOM INC3.0K shares0.00%2025-09-302025-10-17history
Sponsored
VOO VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-10-17history
IWP ISHARES TR4.7K shares0.00%2025-09-302025-10-17history
SPY SPDR S&P 500 ETF TR988 shares40.34%2025-09-302025-10-17history
VIG VANGUARD SPECIALIZED FUNDS3.0K shares0.20%2025-09-302025-10-17history
MGK VANGUARD WORLD FD1.6K shares0.00%2025-09-302025-10-17history
IEMG ISHARES INC9.5K shares-18.42%2025-09-302025-10-17history
ADP AUTOMATIC DATA PROCESSING IN2.1K shares0.00%2025-09-302025-10-17history
IBDR ISHARES TR24.9K shares-10.20%2025-09-302025-10-17history
Sponsored
CVX CHEVRON CORP NEW3.9K shares0.00%2025-09-302025-10-17history
DIHP DIMENSIONAL ETF TRUST19.7K shares0.65%2025-09-302025-10-17history
ICSH ISHARES TR11.3K shares0.00%2025-09-302025-10-17history
IFGL ISHARES TR24.1K shares-0.47%2025-09-302025-10-17history
EDIV SPDR INDEX SHS FDS13.4K shares-12.60%2025-09-302025-10-17history
VSS VANGUARD INTL EQUITY INDEX F3.4K shares-6.50%2025-09-302025-10-17history
EEM ISHARES TR8.1K shares0.00%2025-09-302025-10-17history
VWO VANGUARD INTL EQUITY INDEX F8.0K shares-0.14%2025-09-302025-10-17history
Sponsored
JPM JPMORGAN CHASE & CO.1.3K shares55.44%2025-09-302025-10-17history
RWX SPDR INDEX SHS FDS15.0K shares-0.37%2025-09-302025-10-17history
HD HOME DEPOT INC947 shares0.00%2025-09-302025-10-17history
ITW ILLINOIS TOOL WKS INC1.4K shares0.00%2025-09-302025-10-17history
DEHP DIMENSIONAL ETF TRUST12.2K shares8.52%2025-09-302025-10-17history
PG PROCTER AND GAMBLE CO2.3K shares-3.24%2025-09-302025-10-17history
IEFA ISHARES TR4.0K shares-26.40%2025-09-302025-10-17history
MKC MCCORMICK & CO INC4.9K shares0.00%2025-09-302025-10-17history
Sponsored
IBDS ISHARES TR12.6K shares-9.97%2025-09-302025-10-17history
XOM EXXON MOBIL CORP2.7K shares0.00%2025-09-302025-10-17history
DFUV DIMENSIONAL ETF TRUST6.7K shares0.00%2025-09-302025-10-17history
DFAE DIMENSIONAL ETF TRUST9.3K shares-3.64%2025-09-302025-10-17history
ACWI ISHARES TR2.1K shares0.00%2025-09-302025-10-17history
MDY SPDR S&P MIDCAP 400 ETF TR476 shares0.00%2025-09-302025-10-17history
IWS ISHARES TR2.0K shares0.00%2025-09-302025-10-17history
BLK BLACKROCK INC238 shares0.00%2025-09-302025-10-17history
Sponsored
JNJ JOHNSON & JOHNSON1.4K shares0.00%2025-09-302025-10-17history
IBM INTERNATIONAL BUSINESS MACHS944 shares0.00%2025-09-302025-10-17history
JETS ETF SER SOLUTIONS10.4K sharesnew addition2025-09-302025-10-17history
SYY SYSCO CORP3.0K shares0.00%2025-09-302025-10-17history
NSC NORFOLK SOUTHN CORP789 shares0.00%2025-09-302025-10-17history
MRK MERCK & CO INC2.8K shares0.00%2025-09-302025-10-17history
IJR ISHARES TR2.0K shares0.00%2025-09-302025-10-17history
ABBV ABBVIE INC961 shares0.00%2025-09-302025-10-17history
Sponsored
VUG VANGUARD INDEX FDS421 shares0.00%2025-09-302025-10-17history
AMGN AMGEN INC696 shares-4.92%2025-09-302025-10-17history
IGLB ISHARES TR3.5K shares0.00%2025-09-302025-10-17history
USMV ISHARES TR1.8K shares0.00%2025-09-302025-10-17history
DFEM DIMENSIONAL ETF TRUST5.4K shares0.00%2025-09-302025-10-17history
SCHD SCHWAB STRATEGIC TR6.3K shares-5.00%2025-09-302025-10-17history
GE GE AEROSPACE572 shares-0.35%2025-09-302025-10-17history
VGT VANGUARD WORLD FD227 shares0.00%2025-09-302025-10-17history
Sponsored
META META PLATFORMS INC222 shares0.00%2025-09-302025-10-17history
EFA ISHARES TR1.7K shares0.00%2025-09-302025-10-17history
TLT ISHARES TR1.8K shares0.00%2025-09-302025-10-17history
VT VANGUARD INTL EQUITY INDEX F1.1K shares-10.44%2025-09-302025-10-17history
IYJ ISHARES TR1.0K shares0.00%2025-09-302025-10-17history
MCD MCDONALDS CORP479 shares0.00%2025-09-302025-10-17history
DIS DISNEY WALT CO1.2K shares0.00%2025-09-302025-10-17history
CSCO CISCO SYS INC2.0K shares0.00%2025-09-302025-10-17history
Sponsored
IBDQ ISHARES TR5.3K shares-11.68%2025-09-302025-10-17history
GWW GRAINGER W W INC139 shares0.00%2025-09-302025-10-17history
DFIC DIMENSIONAL ETF TRUST3.8K shares-0.03%2025-09-302025-10-17history
TXN TEXAS INSTRS INC625 shares0.00%2025-09-302025-10-17history
MAS MASCO CORP1.6K shares0.00%2025-09-302025-10-17history
USRT ISHARES TR1.9K shares1.24%2025-09-302025-10-17history
VONG VANGUARD SCOTTSDALE FDS898 shares119.02%2025-09-302025-10-17history
CHH CHOICE HOTELS INTL INC1.0K shares0.00%2025-09-302025-10-17history
Sponsored
VV VANGUARD INDEX FDS341 shares0.00%2025-09-302025-10-17history
EEMS ISHARES INC1.4K shares0.00%2025-09-302025-10-17history
GPC GENUINE PARTS CO700 shares0.00%2025-09-302025-10-17history
IWB ISHARES TR261 shares0.00%2025-09-302025-10-17history
FFC FLAHERTY & CRUMRINE PFD SECS5.6K shares0.00%2025-09-302025-10-17history
ABT ABBOTT LABS699 shares0.00%2025-09-302025-10-17history
VO VANGUARD INDEX FDS316 shares0.00%2025-09-302025-10-17history
NFLX NETFLIX INC75 shares0.00%2025-09-302025-10-17history
Sponsored
V VISA INC263 shares0.00%2025-09-302025-10-17history
GEV GE VERNOVA INC146 shares0.00%2025-09-302025-10-17history
TRGP TARGA RES CORP524 shares0.00%2025-09-302025-10-17history
VZ VERIZON COMMUNICATIONS INC2.0K shares1658.41%2025-09-302025-10-17history
BSV VANGUARD BD INDEX FDS1.1K shares0.00%2025-09-302025-10-17history
INTC INTEL CORP2.5K shares0.00%2025-09-302025-10-17history
JPC NUVEEN PFD & INCOME OPPORTUN10.0K shares0.00%2025-09-302025-10-17history
DFAC DIMENSIONAL ETF TRUST1.9K shares-11.45%2025-09-302025-10-17history
Sponsored
SCZ ISHARES TR930 shares-2.11%2025-09-302025-10-17history
MOAT VANECK ETF TRUST714 shares0.00%2025-09-302025-10-17history
XLP SELECT SECTOR SPDR TR900 shares0.00%2025-09-302025-10-17history
T AT&T INC2.4K shares0.00%2025-09-302025-10-17history
C CITIGROUP INC672 sharesnew addition2025-09-302025-10-17history
KO COCA COLA CO1.0K shares0.00%2025-09-302025-10-17history
GOOG ALPHABET INC266 shares-37.41%2025-09-302025-10-17history
NOC NORTHROP GRUMMAN CORP104 shares0.00%2025-09-302025-10-17history
Sponsored
MKL MARKEL GROUP INC32 shares0.00%2025-09-302025-10-17history
PEP PEPSICO INC403 shares0.00%2025-09-302025-10-17history
IYR ISHARES TR580 shares0.00%2025-09-302025-10-17history
NKE NIKE INC800 shares0.00%2025-09-302025-10-17history
GIS GENERAL MLS INC1.1K shares0.00%2025-09-302025-10-17history
MDLZ MONDELEZ INTL INC873 shares0.00%2025-09-302025-10-17history
PANW PALO ALTO NETWORKS INC262 shares-13.82%2025-09-302025-10-17history
VOE VANGUARD INDEX FDS295 shares0.00%2025-09-302025-10-17history
Sponsored
SYK STRYKER CORPORATION135 shares0.00%2025-09-302025-10-17history
KMB KIMBERLY-CLARK CORP400 shares0.00%2025-09-302025-10-17history
MRVL MARVELL TECHNOLOGY INC584 shares0.00%2025-09-302025-10-17history
XLE SELECT SECTOR SPDR TR544 shares0.00%2025-09-302025-10-17history
MA MASTERCARD INCORPORATED85 shares-21.30%2025-09-302025-10-17history
MS MORGAN STANLEY300 shares0.00%2025-09-302025-10-17history
WEC WEC ENERGY GROUP INC398 shares0.00%2025-09-302025-10-17history
MCO MOODYS CORP94 shares0.00%2025-09-302025-10-17history
Sponsored
ISRG INTUITIVE SURGICAL INC100 shares0.00%2025-09-302025-10-17history
SCHC SCHWAB STRATEGIC TR972 shares0.00%2025-09-302025-10-17history
DVY ISHARES TR300 shares0.00%2025-09-302025-10-17history
MO ALTRIA GROUP INC618 shares0.98%2025-09-302025-10-17history
VHT VANGUARD WORLD FD153 shares0.66%2025-09-302025-10-17history
VXUS VANGUARD STAR FDS531 shares-14.22%2025-09-302025-10-17history
SPTM SPDR SERIES TRUST483 shares0.00%2025-09-302025-10-17history
ROK ROCKWELL AUTOMATION INC111 shares-27.92%2025-09-302025-10-17history
Sponsored
PM PHILIP MORRIS INTL INC239 shares0.00%2025-09-302025-10-17history
SGOV ISHARES TR380 shares1.06%2025-09-302025-10-17history
FBND FIDELITY MERRIMACK STR TR823 shares378.49%2025-09-302025-10-17history
REGN REGENERON PHARMACEUTICALS65 shares0.00%2025-09-302025-10-17history
TT TRANE TECHNOLOGIES PLC80 shares0.00%2025-09-302025-10-17history
VONV VANGUARD SCOTTSDALE FDS350 shares0.00%2025-09-302025-10-17history
SCHB SCHWAB STRATEGIC TR1.2K shares0.00%2025-09-302025-10-17history
BNDX VANGUARD CHARLOTTE FDS582 shares0.00%2025-09-302025-10-17history
Sponsored
TSLA TESLA INC64 shares0.00%2025-09-302025-10-17history
GD GENERAL DYNAMICS CORP80 shares0.00%2025-09-302025-10-17history
RMBS RAMBUS INC DEL256 shares0.00%2025-09-302025-10-17history
JQC NUVEEN CR STRATEGIES INCOME5.0K shares0.00%2025-09-302025-10-17history
CTVA CORTEVA INC388 shares0.00%2025-09-302025-10-17history
SLB SCHLUMBERGER LTD750 shares0.00%2025-09-302025-10-17history
AMZN AMAZON COM INC116 shares-45.02%2025-09-302025-10-17history
WY WEYERHAEUSER CO MTN BE979 shares0.00%2025-09-302025-10-17history
Sponsored
VTEB VANGUARD MUN BD FDS470 shares0.00%2025-09-302025-10-17history
ED CONSOLIDATED EDISON INC229 shares0.00%2025-09-302025-10-17history
VGSH VANGUARD SCOTTSDALE FDS381 shares0.00%2025-09-302025-10-17history
XYL XYLEM INC150 shares0.00%2025-09-302025-10-17history
SCHA SCHWAB STRATEGIC TR772 shares18.40%2025-09-302025-10-17history
IBDT ISHARES TR735 shares0.00%2025-09-302025-10-17history
WM WASTE MGMT INC DEL80 shares0.00%2025-09-302025-10-17history
TFC TRUIST FINL CORP372 shares0.00%2025-09-302025-10-17history
Sponsored
DHR DANAHER CORPORATION85 shares0.00%2025-09-302025-10-17history
GOOGL ALPHABET INC66 shares0.00%2025-09-302025-10-17history
HWM HOWMET AEROSPACE INC73 shares0.00%2025-09-302025-10-17history
NE NOBLE CORP PLC486 shares0.00%2025-09-302025-10-17history
CMCSA COMCAST CORP NEW426 shares0.00%2025-09-302025-10-17history
GEHC GE HEALTHCARE TECHNOLOGIES I174 shares0.00%2025-09-302025-10-17history
FNDX SCHWAB STRATEGIC TR459 sharesnew addition2025-09-302025-10-17history
CVS CVS HEALTH CORP155 shares-37.25%2025-09-302025-10-17history
Sponsored
LHX L3HARRIS TECHNOLOGIES INC38 shares0.00%2025-09-302025-10-17history
EIRL ISHARES TR170 shares0.00%2025-09-302025-10-17history
SCHX SCHWAB STRATEGIC TR417 sharesnew addition2025-09-302025-10-17history
IJH ISHARES TR162 shares0.00%2025-09-302025-10-17history
DFAW DIMENSIONAL ETF TRUST146 shares0.00%2025-09-302025-10-17history
VIVK VIVAKOR INC24.8K shares0.00%2025-09-302025-10-17history
GWX SPDR INDEX SHS FDS253 shares0.00%2025-09-302025-10-17history
FCX FREEPORT-MCMORAN INC243 shares0.00%2025-09-302025-10-17history
Sponsored
OXY OCCIDENTAL PETE CORP200 shares0.00%2025-09-302025-10-17history
FNDE SCHWAB STRATEGIC TR231 sharesnew addition2025-09-302025-10-17history
COP CONOCOPHILLIPS85 shares0.00%2025-09-302025-10-17history
GLW CORNING INC95 shares0.00%2025-09-302025-10-17history
IVV ISHARES TR11 shares0.00%2025-09-302025-10-17history
SCHF SCHWAB STRATEGIC TR314 shares17.16%2025-09-302025-10-17history
LMT LOCKHEED MARTIN CORP13 shares-59.38%2025-09-302025-10-17history
AZN ASTRAZENECA PLC84 shares0.00%2025-09-302025-10-17history
Sponsored
VDC VANGUARD WORLD FD28 shares0.00%2025-09-302025-10-17history
PXF INVESCO EXCH TRADED FD TR II95 sharesnew addition2025-09-302025-10-17history
NYT NEW YORK TIMES CO100 shares0.00%2025-09-302025-10-17history
PSX PHILLIPS 6642 shares0.00%2025-09-302025-10-17history
PRFZ INVESCO EXCHANGE TRADED FD T124 sharesnew addition2025-09-302025-10-17history
SPEM SPDR INDEX SHS FDS117 shares172.09%2025-09-302025-10-17history
SPDW SPDR INDEX SHS FDS117 shares0.00%2025-09-302025-10-17history
NVS NOVARTIS AG39 shares0.00%2025-09-302025-10-17history
Sponsored
JPST J P MORGAN EXCHANGE TRADED F94 sharesnew addition2025-09-302025-10-17history
WBD WARNER BROS DISCOVERY INC219 shares0.00%2025-09-302025-10-17history
ZBH ZIMMER BIOMET HOLDINGS INC40 shares0.00%2025-09-302025-10-17history
ADX ADAMS DIVERSIFIED EQUITY FD175 shares0.00%2025-09-302025-10-17history
RY ROYAL BK CDA25 shares0.00%2025-09-302025-10-17history
SCMB SCHWAB STRATEGIC TR139 sharesnew addition2025-09-302025-10-17history
DUSB DIMENSIONAL ETF TRUST67 shares0.00%2025-09-302025-10-17history
ALC ALCON AG45 shares0.00%2025-09-302025-10-17history
Sponsored
SPMD SPDR SERIES TRUST55 shares0.00%2025-09-302025-10-17history
LAND GLADSTONE LD CORP343 shares0.00%2025-09-302025-10-17history
SDY SPDR SERIES TRUST22 shares0.00%2025-09-302025-10-17history
ADM ARCHER DANIELS MIDLAND CO50 shares0.00%2025-09-302025-10-17history
ICLR ICON PLC16 shares0.00%2025-09-302025-10-17history
KD KYNDRYL HLDGS INC90 shares0.00%2025-09-302025-10-17history
STIP ISHARES TR26 sharesnew addition2025-09-302025-10-17history
OGN ORGANON & CO250 shares0.00%2025-09-302025-10-17history
Sponsored
IWO ISHARES TR8 shares0.00%2025-09-302025-10-17history
SCHE SCHWAB STRATEGIC TR61 shares177.27%2025-09-302025-10-17history
SLYV SPDR SERIES TRUST20 shares0.00%2025-09-302025-10-17history
SCHG SCHWAB STRATEGIC TR55 sharesnew addition2025-09-302025-10-17history
FNDC SCHWAB STRATEGIC TR37 sharesnew addition2025-09-302025-10-17history
NVAX NOVAVAX INC173 shares0.00%2025-09-302025-10-17history
SIF SIFCO INDS INC200 shares0.00%2025-09-302025-10-17history
FNDF SCHWAB STRATEGIC TR32 sharesnew addition2025-09-302025-10-17history
Sponsored
IWN ISHARES TR7 shares-58.82%2025-09-302025-10-17history
KOPN KOPIN CORP500 shares0.00%2025-09-302025-10-17history
AWRE AWARE INC MASS500 shares0.00%2025-09-302025-10-17history
CHTR CHARTER COMMUNICATIONS INC N4 shares0.00%2025-09-302025-10-17history
F FORD MTR CO90 shares0.00%2025-09-302025-10-17history
BOF BRANCHOUT FOOD INC500 sharesnew addition2025-09-302025-10-17history
PNW PINNACLE WEST CAP CORP11 shares0.00%2025-09-302025-10-17history
AMPG AMPLITECH GROUP INC200 sharesnew addition2025-09-302025-10-17history
Sponsored
RBBN RIBBON COMMUNICATIONS INC200 shares0.00%2025-09-302025-10-17history
LBTYK LIBERTY GLOBAL LTD63 shares0.00%2025-09-302025-10-17history
OXY.WS OCCIDENTAL PETE CORP25 shares0.00%2025-09-302025-10-17history
HPQ HP INC20 shares0.00%2025-09-302025-10-17history
HPE HEWLETT PACKARD ENTERPRISE C19 shares0.00%2025-09-302025-10-17history
RDZN ROADZEN INC500 sharesnew addition2025-09-302025-10-17history
SCHH SCHWAB STRATEGIC TR18 shares38.46%2025-09-302025-10-17history
AA ALCOA CORP10 shares0.00%2025-09-302025-10-17history
Sponsored
LBTYA LIBERTY GLOBAL LTD21 shares0.00%2025-09-302025-10-17history
PLUG PLUG POWER INC83 shares0.00%2025-09-302025-10-17history
LILAK LIBERTY LATIN AMERICA LTD10 shares0.00%2025-09-302025-10-17history
ZIMV ZIMVIE INC4 shares0.00%2025-09-302025-10-17history
DFSV DIMENSIONAL ETF TRUST2 shares0.00%2025-09-302025-10-17history
LILA LIBERTY LATIN AMERICA LTD3 shares0.00%2025-09-302025-10-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: MARYLAND CAPITAL ADVISORS INC.