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CIK: 0001891201
Total reported value
$312.0M
$312.0M
243 檔
33.3%
During the Q3 2024 filing period, Maryland Capital Advisors Inc. (CIK: 0001891201) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $312.0M across 243 reported positions.
During Q3 2024, Maryland Capital Advisors Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IGSB, AAPL, VCSH) accounted for 33.3% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 243 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 15.08% | +0.84% | +33.97% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 13.65% | -0.36% | -3.60% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 11.25% | -1.13% | -1.81% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.44% | +0.04% | -3.67% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 5.04% | -0.07% | -1.69% | |
| 6 | DFNM | Dimensional National Muni Bd | ETF-Other | 4.33% | -0.09% | -0.21% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.88% | +0.33% | +5.33% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 2.59% | — | +7.15% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.33% | -0.02% | -0.85% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 2.14% | +0.04% | +6.27% | |
| 11 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.56% | +0.07% | +4.88% | |
| 12 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.48% | -0.14% | +0.86% | |
| 13 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 1.36% | +0.54% | +32.33% | |
| 14 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.35% | +0.19% | +5.60% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.31% | -0.01% | +9.25% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.30% | -0.04% | +2.92% | |
| 17 | DFSD | Dimensional Short Duration | ETF-Other | 1.25% | -0.15% | -1.68% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.25% | +0.05% | -2.22% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.21% | +0.30% | +1.23% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.20% | +0.01% | -2.49% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.19% | -0.01% | — | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.14% | +0.04% | — | |
| 23 | DFAT | Dimensional US Target Value | ETF-Other | 0.99% | +0.20% | +10.84% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.89% | +0.01% | -1.60% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.83% | +0.06% | -0.43% | |
| 26 | DISV | Dimensional International Sm | ETF-Other | 0.76% | -0.05% | +2.60% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.73% | +0.15% | +10.44% | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 0.66% | -0.23% | +0.03% | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.61% | +0.01% | -0.04% | |
| 30 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.61% | +0.02% | +4.57% | |
| 31 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.53% | +0.01% | — | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.49% | +0.09% | — | |
| 33 | DFIS | Dimensional International Sm | ETF-Other | 0.48% | — | +7.39% | |
| 34 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.43% | +0.03% | +18.61% | |
| 35 | IFGL | Ishares International Develo | ETF-Other | 0.40% | -0.04% | -3.71% | |
| 36 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.38% | -0.02% | — | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.38% | -0.05% | -4.44% | |
| 38 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.30% | -0.01% | -0.11% | |
| 39 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.29% | -0.01% | -2.89% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.28% | — | — | |
| 41 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.27% | -0.23% | -0.95% | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.27% | — | — | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.25% | — | — | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.24% | +41.83% | |
| 45 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.22% | -0.03% | -3.18% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | -0.02% | — | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | -0.04% | — | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.21% | -0.01% | -0.92% | |
| 49 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.21% | -0.03% | -7.49% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.02% | +2.05% |
According to official SEC Form 13F filings, Maryland Capital Advisors Inc. reported a total U.S. public equity portfolio value of $312.0M across 243 disclosed positions in Q3 2024.
During Q3 2024, Maryland Capital Advisors Inc.'s top holdings by market value included IGSB (15.1%)、AAPL (13.7%)、VCSH (11.3%). The largest single position, IGSB, represented 15.1% of total portfolio value.
In Q3 2024, Maryland Capital Advisors Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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