Maryland Capital Advisors Inc. Reduced Holdings in Q1 2025

Maryland Capital Advisors Inc.

  • $220 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-500
- 0.69%
$209.68 - $247.1 $105K - $124K
71.9K $16M
VTI
Vanguard Total Stock Market Et

ETFs
-3.67K
- 5.94%
$271.18 - $303.12 $995K - $1.11M
58.1K $16M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-9.46K
- 80.37%
$44.41 - $45.98 $420K - $435K
2.31K $105K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.82K
- 93.17%
$100.32 - $100.76 $383K - $385K
280 $28K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-6.21K
- 3.28%
$47.35 - $48.24 $294K - $299K
183K $8.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-7.07K
- 27.81%
$27.01 - $28.54 $191K - $202K
18.4K $513K
IFGL
Ishares International Develope

ETFs
-9.67K
- 27.89%
$18.76 - $20.18 $181K - $195K
25K $493K
VB
Vanguard Small Cap ETF

ETFs
-44
- 0.56%
$217.89 - $252.64 $9.59K - $11.1K
7.85K $1.74M
SUB
Ishares Short Term National Mu

ETFs
-1.36K
- 10.84%
$105.3 - $106.24 $143K - $144K
11.2K $1.18M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.86K
- 7.26%
$85.55 - $94.34 $159K - $175K
23.8K $2.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-596
- 21.7%
$442.66 - $534.52 $264K - $319K
2.15K $1.15M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.83K
- 79.52%
$49.25 - $50.66 $89.9K - $92.5K
470 $23K
TSLA
Tesla, Inc.

Consumer Cyclical
-150
- 67.26%
$222.15 - $428.22 $33.3K - $64.2K
73 $18K
IEMG
Ishares Inc

ETFs
-1.19K
- 8.98%
N/A
12.1K $646K
VIG
Vanguard Dividend Appreciation

ETFs
-190
- 5.96%
N/A
3K $545K
VGT
Vanguard Information Technolog

ETFs
-9
- 3.4%
$542.38 - $646.34 $4.88K - $5.82K
256 $138K
DFAE
Dimensional ETF Tr

ETFs
-1.17K
- 9.88%
$24.64 - $26.86 $28.9K - $31.5K
10.7K $277K
WMT
Walmart Inc.

Consumer Defensive
-88
- 1.79%
$84.5 - $105.05 $7.44K - $9.24K
4.82K $423K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-107
- 18.14%
$67.03 - $74.61 $7.17K - $7.98K
483 $32K
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-112
- 7.09%
$55.05 - $58.37 $6.17K - $6.54K
1.47K $81K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-87
- 9.6%
N/A
819 $70K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-104
- 8.75%
$76.94 - $78.28 $8K - $8.14K
1.09K $84K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-151
- 15.76%
$58.01 - $64.46 $8.76K - $9.73K
807 $50K
FCX
Freeport Mcmoran Inc

Basic Materials
-165
- 40.44%
$34.5 - $43.01 $5.69K - $7.1K
243 $9K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-38
- 1.71%
$32.42 - $36.13 $1.23K - $1.37K
2.18K $71K
AMZN
Amazon Com Inc

Consumer Cyclical
-4
- 3.33%
$190.26 - $242.06 $761 - $968
116 $22K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-94
- 8.58%
$59.28 - $66.1 $5.57K - $6.21K
1K $63K
META
Meta Platforms, Inc.

Communication Services
-1
- 0.56%
$576.36 - $736.67 $576 - $737
178 $102K
SPMD
Spdr Portfolio

ETFs
-13
- 4.76%
$50.21 - $57.73 $653 - $750
260 $13K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-93
- 0.6%
$34.23 - $36.9 $3.18K - $3.43K
15.4K $548K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-108
- 1.34%
$42.5 - $46.71 $4.59K - $5.04K
7.98K $361K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-18
- 0.96%
$87.68 - $94.52 $1.58K - $1.7K
1.85K $173K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-8
- 0.46%
$74.85 - $84.89 $599 - $679
1.74K $142K
EEM
Ishares Msci Emerging Markets

ETFs
-86
- 1.05%
$40.81 - $45.34 $3.51K - $3.9K
8.11K $354K
VEA
Vanguard Ftse Developed Market

ETFs
-1.94K
- 4.0%
$47.4 - $52.99 $92.1K - $103K
46.6K $2.37M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-861
- 0.29%
$77.7 - $78.94 $66.9K - $68K
293K $23.1M
EFV
Msci Eafe Value ETF

ETFs
-1.25K
- 1.51%
$51.88 - $60.73 $65K - $76K
81.6K $4.81M
Activity Summary
Buys All Purchases 39 New Holdings 8 Increased Positions 31 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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