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CIK: 0001891201
Total reported value
$312.0M
$312.0M
258 檔
34.1%
The Q4 2024 SEC filing reveals that Maryland Capital Advisors Inc. held a total portfolio value of $312.0M, covering 258 public equity positions.
During Q4 2024, Maryland Capital Advisors Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 258 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 17.42% | +0.84% | +23.27% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 10.62% | -1.13% | +0.67% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 8.40% | -0.36% | -40.00% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.29% | +0.04% | +56.09% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 4.62% | -0.07% | -0.78% | |
| 6 | DFNM | Dimensional National Muni Bd | ETF-Other | 4.19% | -0.09% | +3.07% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.07% | +0.33% | +7.68% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 3.11% | — | +34.74% | |
| 9 | DFAI | Dimensional International Co | ETF-Other | 2.27% | +0.04% | +20.98% | |
| 10 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 2.21% | +0.54% | +74.35% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.02% | -0.02% | -0.51% | |
| 12 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.46% | +0.07% | +8.55% | |
| 13 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.33% | +0.19% | +12.17% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.32% | -0.01% | +7.52% | |
| 15 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.25% | -0.14% | +5.11% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.22% | -0.01% | — | |
| 17 | DFSD | Dimensional Short Duration | ETF-Other | 1.17% | -0.15% | -0.04% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 1.14% | +0.20% | +20.64% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.13% | +0.01% | -0.02% | |
| 20 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.12% | +0.04% | — | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.08% | +0.05% | -0.14% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.07% | +0.30% | +2.12% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.06% | -0.04% | -6.96% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.88% | +0.01% | +1.65% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.77% | +0.06% | — | |
| 26 | DISV | Dimensional International Sm | ETF-Other | 0.76% | -0.05% | +14.56% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.76% | +0.15% | +8.74% | |
| 28 | SUB | Ishares Short-term National | ETF-Other | 0.61% | -0.23% | -2.21% | |
| 29 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.59% | +0.02% | +9.16% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.02% | +177.47% | |
| 31 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.57% | +0.01% | -0.10% | |
| 32 | DFIS | Dimensional International Sm | ETF-Other | 0.56% | — | +34.56% | |
| 33 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.50% | +0.03% | +21.54% | |
| 34 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.49% | +0.09% | — | |
| 35 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.47% | +0.01% | — | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.01% | +5860.00% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.32% | — | — | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.32% | -0.05% | -1.61% | |
| 39 | IFGL | Ishares International Develo | ETF-Other | 0.31% | -0.04% | -3.67% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | -0.04% | +46.80% | |
| 41 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.30% | -0.02% | -1.24% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.29% | +0.01% | +84.48% | |
| 43 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.29% | -0.01% | — | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.27% | — | — | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.26% | — | — | |
| 46 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.25% | -0.01% | -1.52% | |
| 47 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.25% | — | — | |
| 48 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.24% | — | — | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.21% | +0.01% | — | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.02% | -0.22% |
According to official SEC Form 13F filings, Maryland Capital Advisors Inc. reported a total U.S. public equity portfolio value of $312.0M across 258 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IGSB, VCSH, AAPL) accounted for 34.1% of total reported equity market value during Q4 2024.
During Q4 2024, Maryland Capital Advisors Inc.'s top holdings by market value included IGSB (17.4%)、VCSH (10.6%)、AAPL (8.4%). The largest single position, IGSB, represented 17.4% of total portfolio value.
In Q4 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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