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