The Analysis of MARYLAND CAPITAL ADVISORS INC.'s Holdings
Currently, MARYLAND CAPITAL ADVISORS INC. holds 271 types of securities in its portfolio with a total value $295.5M. In the most recent quarter, they have increased their positions in IGSB (+139.5K shares, valued at $7.4M), DFLV (+36.6K shares, valued at $1.3M), DFAU (+16.0K shares, valued at $747.2K); decreased their positions in ISTB (-6.6K shares, valued at $323.4K), AAPL (-790 shares, valued at $214.8K), VTI (-416 shares, valued at $139.5K); initiated new positions in GBLI (+11.6K shares, valued at $330.0K), IWM (+178 shares, valued at $43.8K), XLK (+200 shares, valued at $28.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IGSB ISHARES TR1.2M shares12.66%2025-12-312026-01-20
VCSH VANGUARD SCOTTSDALE FDS280.7K shares-0.37%2025-12-312026-01-20 VTI VANGUARD INDEX FDS56.3K shares-0.73%2025-12-312026-01-20 DFAU DIMENSIONAL ETF TRUST375.2K shares4.44%2025-12-312026-01-20 AAPL APPLE INC48.5K shares-1.60%2025-12-312026-01-20 VTV VANGUARD INDEX FDS68.9K shares-0.37%2025-12-312026-01-20 DFLV DIMENSIONAL ETF TRUST351.2K shares11.64%2025-12-312026-01-20 DFIV DIMENSIONAL ETF TRUST232.1K shares2.28%2025-12-312026-01-20 DFAI DIMENSIONAL ETF TRUST216.5K shares1.84%2025-12-312026-01-20 ISTB ISHARES TR163.1K shares-3.91%2025-12-312026-01-20 DFNM DIMENSIONAL ETF TRUST147.1K shares8.20%2025-12-312026-01-20 EFV ISHARES TR75.7K shares-1.63%2025-12-312026-01-20 DFAT DIMENSIONAL ETF TRUST83.8K shares10.49%2025-12-312026-01-20 DFEV DIMENSIONAL ETF TRUST133.2K shares0.54%2025-12-312026-01-20 VTIP VANGUARD MALVERN FDS85.4K shares10.40%2025-12-312026-01-20 DFAR DIMENSIONAL ETF TRUST163.2K shares4.03%2025-12-312026-01-20 DFAS DIMENSIONAL ETF TRUST49.6K shares9.90%2025-12-312026-01-20 VNQI VANGUARD INTL EQUITY INDEX F72.8K shares-0.68%2025-12-312026-01-20 EMXC ISHARES INC44.7K shares0.51%2025-12-312026-01-20 IWF ISHARES TR6.5K shares-0.21%2025-12-312026-01-20 DISV DIMENSIONAL ETF TRUST77.1K shares1.82%2025-12-312026-01-20 DFUS DIMENSIONAL ETF TRUST37.7K shares0.00%2025-12-312026-01-20 VBR VANGUARD INDEX FDS12.9K shares-2.58%2025-12-312026-01-20 VEA VANGUARD TAX-MANAGED FDS43.6K shares-2.25%2025-12-312026-01-20 DFSD DIMENSIONAL ETF TRUST53.8K shares0.00%2025-12-312026-01-20 DFIS DIMENSIONAL ETF TRUST57.7K shares1.38%2025-12-312026-01-20 VB VANGUARD INDEX FDS7.3K shares-2.71%2025-12-312026-01-20 IWD ISHARES TR9.0K shares0.00%2025-12-312026-01-20 DUHP DIMENSIONAL ETF TRUST48.2K shares0.90%2025-12-312026-01-20 VNQ VANGUARD INDEX FDS19.6K shares-5.35%2025-12-312026-01-20 WMT WALMART INC14.4K shares0.00%2025-12-312026-01-20 EWX SPDR INDEX SHS FDS24.1K shares0.46%2025-12-312026-01-20 NVDA NVIDIA CORPORATION7.9K shares2.17%2025-12-312026-01-20 SUB ISHARES TR13.4K shares-0.97%2025-12-312026-01-20 IUSV ISHARES TR13.1K shares0.06%2025-12-312026-01-20 IYW ISHARES TR6.7K shares0.00%2025-12-312026-01-20 VYMI VANGUARD WHITEHALL FDS14.6K shares-1.43%2025-12-312026-01-20 MSFT MICROSOFT CORP2.3K shares3.95%2025-12-312026-01-20 BROADCOM INC BROADCOM INC3.0K shares0.00%2025-12-312026-01-20 SPY SPDR S&P 500 ETF TR1.1K shares7.89%2025-12-312026-01-20 DIHP DIMENSIONAL ETF TRUST21.9K shares11.38%2025-12-312026-01-20 VIG VANGUARD SPECIALIZED FUNDS3.0K shares0.00%2025-12-312026-01-20 MGK VANGUARD WORLD FD1.6K shares0.00%2025-12-312026-01-20 IWP ISHARES TR4.7K shares0.00%2025-12-312026-01-20 IEMG ISHARES INC9.2K shares-3.74%2025-12-312026-01-20 IBDR ISHARES TR24.9K shares0.00%2025-12-312026-01-20 CVX CHEVRON CORP NEW3.9K shares0.00%2025-12-312026-01-20 ICSH ISHARES TR11.3K shares0.00%2025-12-312026-01-20 IFGL ISHARES TR24.0K shares-0.60%2025-12-312026-01-20 ADP AUTOMATIC DATA PROCESSING IN2.1K shares0.00%2025-12-312026-01-20 EDIV SPDR INDEX SHS FDS12.7K shares-4.96%2025-12-312026-01-20 VSS VANGUARD INTL EQUITY INDEX F3.3K shares-1.89%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.1.4K shares6.02%2025-12-312026-01-20 DEHP DIMENSIONAL ETF TRUST13.3K shares9.12%2025-12-312026-01-20 VWO VANGUARD INTL EQUITY INDEX F8.0K shares-0.04%2025-12-312026-01-20 RWX SPDR INDEX SHS FDS14.8K shares-0.98%2025-12-312026-01-20 EEM ISHARES TR7.4K shares-8.18%2025-12-312026-01-20 IEFA ISHARES TR4.0K shares0.00%2025-12-312026-01-20 ITW ILLINOIS TOOL WKS INC1.4K shares0.00%2025-12-312026-01-20 HD HOME DEPOT INC975 shares2.96%2025-12-312026-01-20 MKC MCCORMICK & CO INC4.9K shares0.00%2025-12-312026-01-20 GBLI GLOBAL INDEMNITY GROUP LLC11.6K sharesnew addition2025-12-312026-01-20 XOM EXXON MOBIL CORP2.7K shares0.00%2025-12-312026-01-20 DFUV DIMENSIONAL ETF TRUST6.7K shares0.00%2025-12-312026-01-20 PG PROCTER AND GAMBLE CO2.2K shares-5.61%2025-12-312026-01-20 IBDS ISHARES TR12.4K shares-1.42%2025-12-312026-01-20 ACWI ISHARES TR2.1K shares0.00%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON1.4K shares0.00%2025-12-312026-01-20 DFAE DIMENSIONAL ETF TRUST9.2K shares-1.99%2025-12-312026-01-20 JETS ETF SER SOLUTIONS10.5K shares0.82%2025-12-312026-01-20 MDY SPDR S&P MIDCAP 400 ETF TR476 shares0.00%2025-12-312026-01-20 IWS ISHARES TR2.0K shares0.00%2025-12-312026-01-20 IBM INTERNATIONAL BUSINESS MACHS944 shares0.00%2025-12-312026-01-20 IJR ISHARES TR2.0K shares-0.81%2025-12-312026-01-20 AMGN AMGEN INC696 shares0.00%2025-12-312026-01-20 NSC NORFOLK SOUTHN CORP789 shares0.00%2025-12-312026-01-20 ABBV ABBVIE INC987 shares2.71%2025-12-312026-01-20 SYY SYSCO CORP3.0K shares0.00%2025-12-312026-01-20 VUG VANGUARD INDEX FDS421 shares0.00%2025-12-312026-01-20 META META PLATFORMS INC289 shares30.18%2025-12-312026-01-20 GE AEROSPACE GE AEROSPACE617 shares7.87%2025-12-312026-01-20 SCHD SCHWAB STRATEGIC TR6.6K shares4.01%2025-12-312026-01-20 DFEM DIMENSIONAL ETF TRUST5.4K shares0.00%2025-12-312026-01-20 IGLB ISHARES TR3.5K shares0.00%2025-12-312026-01-20 USMV ISHARES TR1.8K shares0.00%2025-12-312026-01-20 EFA ISHARES TR1.7K shares0.00%2025-12-312026-01-20 CSCO CISCO SYS INC2.0K shares0.00%2025-12-312026-01-20 VT VANGUARD INTL EQUITY INDEX F1.1K shares0.00%2025-12-312026-01-20 TLT ISHARES TR1.8K shares0.00%2025-12-312026-01-20 IYJ ISHARES TR1.0K shares0.00%2025-12-312026-01-20 MCD MCDONALDS CORP479 shares0.00%2025-12-312026-01-20 GWW WW GRAINGER INC139 shares0.00%2025-12-312026-01-20 DIS DISNEY WALT CO1.2K shares0.00%2025-12-312026-01-20 VGT VANGUARD WORLD FD179 shares-21.15%2025-12-312026-01-20 DFIC DIMENSIONAL ETF TRUST3.8K shares-0.16%2025-12-312026-01-20 VONG VANGUARD SCOTTSDALE FDS898 shares0.00%2025-12-312026-01-20 TXN TEXAS INSTRS INC625 shares0.00%2025-12-312026-01-20 VV VANGUARD INDEX FDS341 shares0.00%2025-12-312026-01-20 USRT ISHARES TR1.8K shares-2.61%2025-12-312026-01-20 IWB ISHARES TR261 shares0.00%2025-12-312026-01-20 TRGP TARGA RES CORP524 shares0.00%2025-12-312026-01-20 CHH CHOICE HOTELS INTL INC1.0K shares0.00%2025-12-312026-01-20 GEV GE VERNOVA INC146 shares0.00%2025-12-312026-01-20 EEMS ISHARES INC1.4K shares-4.36%2025-12-312026-01-20 FFC FLAHERTY & CRUMRINE PFD SECS5.6K shares0.00%2025-12-312026-01-20 INTC INTEL CORP2.5K shares0.00%2025-12-312026-01-20 V VISA INC263 shares0.00%2025-12-312026-01-20 VO VANGUARD INDEX FDS316 shares0.00%2025-12-312026-01-20 ABT ABBOTT LABS699 shares0.00%2025-12-312026-01-20 GPC GENUINE PARTS CO700 shares0.00%2025-12-312026-01-20 BSV VANGUARD BD INDEX FDS1.1K shares0.00%2025-12-312026-01-20 AMZN AMAZON COM INC366 shares215.52%2025-12-312026-01-20 NFLX NETFLIX INC900 shares1100.00%2025-12-312026-01-20 ALPHABET INC ALPHABET INC266 shares0.00%2025-12-312026-01-20 VZ VERIZON COMMUNICATIONS INC2.0K shares1.61%2025-12-312026-01-20 JPC NUVEEN PFD & INCOME OPPORTUN10.0K shares-0.04%2025-12-312026-01-20 ALPHABET INC ALPHABET INC250 shares278.79%2025-12-312026-01-20 DVY ISHARES TR548 shares82.67%2025-12-312026-01-20 MOAT VANECK ETF TRUST714 shares0.00%2025-12-312026-01-20 ISRG INTUITIVE SURGICAL INC125 shares25.00%2025-12-312026-01-20 XLP SELECT SECTOR SPDR TR900 shares0.00%2025-12-312026-01-20 KO COCA COLA CO1.0K shares0.00%2025-12-312026-01-20 TSLA TESLA INC154 shares140.63%2025-12-312026-01-20 MKL MARKEL GROUP INC32 shares0.00%2025-12-312026-01-20 DFAC DIMENSIONAL ETF TRUST1.6K shares-13.26%2025-12-312026-01-20 PEP PEPSICO INC429 shares6.45%2025-12-312026-01-20 MA MASTERCARD INCORPORATED107 shares25.88%2025-12-312026-01-20 SCZ ISHARES TR782 shares-15.91%2025-12-312026-01-20 SYK STRYKER CORPORATION171 shares26.67%2025-12-312026-01-20 T AT&T INC2.4K shares0.00%2025-12-312026-01-20 NOC NORTHROP GRUMMAN CORP104 shares0.00%2025-12-312026-01-20 IVV ISHARES TR86 shares681.82%2025-12-312026-01-20 IYR ISHARES TR580 shares0.00%2025-12-312026-01-20 MS MORGAN STANLEY300 shares0.00%2025-12-312026-01-20 VOE VANGUARD INDEX FDS295 shares0.00%2025-12-312026-01-20 GIS GENERAL MLS INC1.1K shares0.00%2025-12-312026-01-20 NKE NIKE INC800 shares0.00%2025-12-312026-01-20 REGN REGENERON PHARMACEUTICALS65 shares0.00%2025-12-312026-01-20 XLE SELECT SECTOR SPDR TR1.1K shares100.00%2025-12-312026-01-20 PANW PALO ALTO NETWORKS INC262 shares0.00%2025-12-312026-01-20 MCO MOODYS CORP94 shares0.00%2025-12-312026-01-20 SGOV ISHARES TR471 shares23.95%2025-12-312026-01-20 MDLZ MONDELEZ INTL INC873 shares0.00%2025-12-312026-01-20 SCHC SCHWAB STRATEGIC TR972 shares0.00%2025-12-312026-01-20 VHT VANGUARD WORLD FD154 shares0.65%2025-12-312026-01-20 IWM ISHARES TR178 sharesnew addition2025-12-312026-01-20 ROK ROCKWELL AUTOMATION INC111 shares0.00%2025-12-312026-01-20 KMB KIMBERLY-CLARK CORP400 shares0.00%2025-12-312026-01-20 SPTM SPDR SERIES TRUST483 shares0.00%2025-12-312026-01-20 VXUS VANGUARD STAR FDS521 shares-1.88%2025-12-312026-01-20 PM PHILIP MORRIS INTL INC239 shares0.00%2025-12-312026-01-20 FBND FIDELITY MERRIMACK STR TR823 shares0.00%2025-12-312026-01-20 IJH ISHARES TR552 shares240.74%2025-12-312026-01-20 MO ALTRIA GROUP INC625 shares1.13%2025-12-312026-01-20 VONV VANGUARD SCOTTSDALE FDS350 shares0.00%2025-12-312026-01-20 TT TRANE TECHNOLOGIES PLC80 shares0.00%2025-12-312026-01-20 SCHB SCHWAB STRATEGIC TR1.1K shares-2.67%2025-12-312026-01-20 XLK SELECT SECTOR SPDR TR200 sharesnew addition2025-12-312026-01-20 SLB SLB LIMITED750 shares0.00%2025-12-312026-01-20 CTVA CORTEVA INC388 shares0.00%2025-12-312026-01-20 BNDX VANGUARD CHARLOTTE FDS536 shares-7.90%2025-12-312026-01-20 JQC NUVEEN CR STRATEGIES INCOME5.0K shares0.00%2025-12-312026-01-20 LLY ELI LILLY & CO23 sharesnew addition2025-12-312026-01-20 VTEB VANGUARD MUN BD FDS470 shares0.00%2025-12-312026-01-20 RMBS RAMBUS INC DEL256 shares0.00%2025-12-312026-01-20 EVT EATON VANCE TAX ADVT DIV INC933 sharesnew addition2025-12-312026-01-20 WY WEYERHAEUSER CO MTN BE979 shares0.00%2025-12-312026-01-20 ED CONSOLIDATED EDISON INC229 shares0.00%2025-12-312026-01-20 VGSH VANGUARD SCOTTSDALE FDS381 shares0.00%2025-12-312026-01-20 SCHA SCHWAB STRATEGIC TR773 shares0.13%2025-12-312026-01-20 EFG ISHARES TR191 sharesnew addition2025-12-312026-01-20 XYL XYLEM INC150 shares0.00%2025-12-312026-01-20 DHR DANAHER CORPORATION85 shares0.00%2025-12-312026-01-20 UBER UBER TECHNOLOGIES INC231 sharesnew addition2025-12-312026-01-20 IBDT ISHARES TR735 shares0.00%2025-12-312026-01-20 TFC TRUIST FINL CORP372 shares0.00%2025-12-312026-01-20 WM WASTE MGMT INC DEL80 shares0.00%2025-12-312026-01-20 HWM HOWMET AEROSPACE INC73 shares0.00%2025-12-312026-01-20 GEHC GE HEALTHCARE TECHNOLOGIES I174 shares0.00%2025-12-312026-01-20 RTX RTX CORPORATION75 sharesnew addition2025-12-312026-01-20 NE NOBLE CORP PLC486 shares0.00%2025-12-312026-01-20 CMCSA COMCAST CORP NEW426 shares0.00%2025-12-312026-01-20 FNDX SCHWAB STRATEGIC TR459 shares0.00%2025-12-312026-01-20 FCX FREEPORT-MCMORAN INC243 shares0.00%2025-12-312026-01-20 CVS CVS HEALTH CORP155 shares0.00%2025-12-312026-01-20 VRT VERTIV HOLDINGS CO74 sharesnew addition2025-12-312026-01-20 BA BOEING CO55 sharesnew addition2025-12-312026-01-20 APP APPLOVIN CORP17 sharesnew addition2025-12-312026-01-20 EIRL ISHARES TR154 shares-9.41%2025-12-312026-01-20 SCHX SCHWAB STRATEGIC TR417 shares0.00%2025-12-312026-01-20 LHX L3HARRIS TECHNOLOGIES INC38 shares0.00%2025-12-312026-01-20 DFAW DIMENSIONAL ETF TRUST146 shares0.00%2025-12-312026-01-20 GWX SPDR INDEX SHS FDS253 shares0.00%2025-12-312026-01-20 CEG CONSTELLATION ENERGY CORP27 sharesnew addition2025-12-312026-01-20 HIG HARTFORD INSURANCE GROUP INC69 sharesnew addition2025-12-312026-01-20 SBUX STARBUCKS CORP100 sharesnew addition2025-12-312026-01-20 FNDE SCHWAB STRATEGIC TR231 shares0.00%2025-12-312026-01-20 GLW CORNING INC95 shares0.00%2025-12-312026-01-20 OXY OCCIDENTAL PETE CORP200 shares0.00%2025-12-312026-01-20 COP CONOCOPHILLIPS85 shares0.00%2025-12-312026-01-20 UNH UNITEDHEALTH GROUP INC23 sharesnew addition2025-12-312026-01-20 SCHF SCHWAB STRATEGIC TR314 shares0.00%2025-12-312026-01-20 CPRT COPART INC182 sharesnew addition2025-12-312026-01-20 AZN ASTRAZENECA PLC77 shares-8.33%2025-12-312026-01-20 NYT NEW YORK TIMES CO100 shares0.00%2025-12-312026-01-20 ORLY OREILLY AUTOMOTIVE INC73 sharesnew addition2025-12-312026-01-20 STIP ISHARES TR65 shares150.00%2025-12-312026-01-20 WBD WARNER BROS DISCOVERY INC219 shares0.00%2025-12-312026-01-20 LMT LOCKHEED MARTIN CORP13 shares0.00%2025-12-312026-01-20 SRBK SR BANCORP INC399 sharesnew addition2025-12-312026-01-20 VDC VANGUARD WORLD FD28 shares0.00%2025-12-312026-01-20 PSX PHILLIPS 6642 shares0.00%2025-12-312026-01-20 NVS NOVARTIS AG39 shares0.00%2025-12-312026-01-20 SPEM SPDR INDEX SHS FDS114 shares-2.56%2025-12-312026-01-20 SPDW SPDR INDEX SHS FDS117 shares0.00%2025-12-312026-01-20 JPST J P MORGAN EXCHANGE TRADED F94 shares0.00%2025-12-312026-01-20 VST VISTRA CORP28 sharesnew addition2025-12-312026-01-20 NMZ NUVEEN MUN HIGH INCOME OPPOR427 sharesnew addition2025-12-312026-01-20 RY ROYAL BK CDA25 shares0.00%2025-12-312026-01-20 ADX ADAMS DIVERSIFIED EQUITY FD175 shares0.00%2025-12-312026-01-20 ZBH ZIMMER BIOMET HOLDINGS INC40 shares0.00%2025-12-312026-01-20 SCMB SCHWAB STRATEGIC TR139 shares0.00%2025-12-312026-01-20 ALC ALCON AG45 shares0.00%2025-12-312026-01-20 DUSB DIMENSIONAL ETF TRUST67 shares0.00%2025-12-312026-01-20 SPMD SPDR SERIES TRUST55 shares0.00%2025-12-312026-01-20 LAND GLADSTONE LD CORP343 shares0.00%2025-12-312026-01-20 SDY SPDR SERIES TRUST22 shares0.00%2025-12-312026-01-20 ICLR ICON PLC16 shares0.00%2025-12-312026-01-20 ADM ARCHER DANIELS MIDLAND CO50 shares0.00%2025-12-312026-01-20 KD KYNDRYL HLDGS INC90 shares0.00%2025-12-312026-01-20 IWO ISHARES TR6 shares-25.00%2025-12-312026-01-20 SLYV SPDR SERIES TRUST20 shares0.00%2025-12-312026-01-20 SCHG SCHWAB STRATEGIC TR55 shares0.00%2025-12-312026-01-20 OGN ORGANON & CO250 shares0.00%2025-12-312026-01-20 FNDC SCHWAB STRATEGIC TR37 shares0.00%2025-12-312026-01-20 BOF BRANCHOUT FOOD INC500 shares0.00%2025-12-312026-01-20 FNDF SCHWAB STRATEGIC TR32 shares0.00%2025-12-312026-01-20 MVST MICROVAST HOLDINGS INC500 sharesnew addition2025-12-312026-01-20 SCHE SCHWAB STRATEGIC TR39 shares-36.07%2025-12-312026-01-20 IWN ISHARES TR7 shares0.00%2025-12-312026-01-20 ROADZEN INC ROADZEN INC500 shares0.00%2025-12-312026-01-20 F FORD MTR CO90 shares0.00%2025-12-312026-01-20 NVAX NOVAVAX INC173 shares0.00%2025-12-312026-01-20 SIF SIFCO INDS INC200 shares0.00%2025-12-312026-01-20 PNW PINNACLE WEST CAP CORP11 shares0.00%2025-12-312026-01-20 AWRE AWARE INC MASS500 shares0.00%2025-12-312026-01-20 CHTR CHARTER COMMUNICATIONS INC N4 shares0.00%2025-12-312026-01-20 AMPG AMPLITECH GROUP INC200 shares0.00%2025-12-312026-01-20 AA ALCOA CORP10 shares0.00%2025-12-312026-01-20 OXY.WS OCCIDENTAL PETE CORP25 shares0.00%2025-12-312026-01-20 HPE HEWLETT PACKARD ENTERPRISE C19 shares0.00%2025-12-312026-01-20 HP INC HP INC20 shares0.00%2025-12-312026-01-20 PLUG PLUG POWER INC83 shares0.00%2025-12-312026-01-20 SCHH SCHWAB STRATEGIC TR6 shares-66.67%2025-12-312026-01-20 DFSV DIMENSIONAL ETF TRUST3 shares50.00%2025-12-312026-01-20 LILAK LIBERTY LATIN AMERICA LTD10 shares0.00%2025-12-312026-01-20 LILA LIBERTY LATIN AMERICA LTD3 shares0.00%2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available