Maryland Capital Advisors Inc. Portfolio Holdings

Maryland Capital Advisors Inc.

  • $220 Million
  • Q1 2025

Maryland Capital Advisors Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $220 Million distributed in 235 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trust Ishares 1 5 Year with a value of $46.3M, Vanguard Sht Term Corp Bd ETF with a value of $23.1M, Vanguard Total Stock Market Et with a value of $16M, Apple Inc. with a value of $16M, and Vanguard Value ETF with a value of $10.9M.

Examining the 13F form we can see an increase of $9.25M in the current position value, from $211M to 220M.

Below you can find more details about Maryland Capital Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $220 Million
ETFs: $195 Million
Technology: $17.1 Million
Financial Services: $1.58 Million
Consumer Defensive: $1.57 Million
Energy: $1.15 Million
Industrials: $1.06 Million
Healthcare: $923,000
Consumer Cyclical: $474,000
Other: $538,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$81,000 0.04% of portfolio
316
Q1 2024 Added 6.4%
$0
$55,000 0.03% of portfolio
580
Q4 2021 New
$260B
$58,000 0.03% of portfolio
954
Q4 2024 Reduced 1.24%
$308B
$71,000 0.03% of portfolio
1,000
Q4 2021 New
$0
$68,000 0.03% of portfolio
900
Q4 2024 Reduced 52.38%
$31.7B
$65,000 0.03% of portfolio
1,100
Q1 2024 Reduced 15.38%
$180B
$60,000 0.03% of portfolio
403
Q4 2024 Reduced 6.28%
$83.6B
$56,000 0.03% of portfolio
2,500
Q4 2021 New
$48.2B
$56,000 0.03% of portfolio
400
Q4 2021 New
$324B
$62,000 0.03% of portfolio
300
Q4 2022 Reduced 18.03%
$538B
$60,000 0.03% of portfolio
65
Q4 2023 Reduced 14.47%
$0
$63,000 0.03% of portfolio
1,001
Q1 2025 Reduced 8.58%
$0
$72,000 0.03% of portfolio
3,731
Q4 2024 Reduced 37.18%
$0
$71,000 0.03% of portfolio
2,182
Q1 2025 Reduced 1.71%
$0
$70,000 0.03% of portfolio
819
Q1 2025 Reduced 9.6%
$196B
$68,000 0.03% of portfolio
2,415
Q2 2023 Added 60.04%
$91.3B
$59,000 0.03% of portfolio
873
Q3 2024 Reduced 2.02%
$33.2B
$45,000 0.02% of portfolio
418
Q4 2022 Added 6.36%
$277B
$37,000 0.02% of portfolio
239
Q2 2023 New
$216B
$35,000 0.02% of portfolio
300
Q4 2021 New
$77.8B
$50,000 0.02% of portfolio
800
Q4 2023 Reduced 0.74%
$63.4B
$41,000 0.02% of portfolio
65
Q4 2024 Reduced 50.0%
$107B
$36,000 0.02% of portfolio
605
Q1 2025 Added 1.17%
$1.06T
$41,000 0.02% of portfolio
266
Q4 2024 Added 33.0%
$0
$45,000 0.02% of portfolio
171
Q4 2024 Added 47.41%
$0
$41,000 0.02% of portfolio
2,536
Q4 2024 Reduced 50.31%
$0
$38,000 0.02% of portfolio
410
Q4 2021 New
$0
$50,000 0.02% of portfolio
544
Q1 2023 Reduced 25.78%
$0
$47,000 0.02% of portfolio
295
Q2 2024 Reduced 11.94%
$0
$50,000 0.02% of portfolio
807
Q1 2025 Reduced 15.76%
$0
$34,000 0.02% of portfolio
972
Q2 2023 Reduced 0.72%
$73.2B
$53,000 0.02% of portfolio
104
Q1 2024 Reduced 22.39%
$549B
$46,000 0.02% of portfolio
85
Q1 2024 Reduced 6.59%
$55.1B
$35,000 0.02% of portfolio
584
Q4 2021 New
$0
$37,000 0.02% of portfolio
373
Q1 2025 Added 0.81%
$195B
$49,000 0.02% of portfolio
100
Q2 2022 New
$0
$40,000 0.02% of portfolio
300
Q4 2021 New
$100B
$26,000 0.01% of portfolio
80
Q2 2022 New
$0
$23,000 0.01% of portfolio
470
Q1 2025 Reduced 79.52%
$0
$22,000 0.01% of portfolio
381
Q3 2024 Reduced 0.78%
$5.99B
$25,000 0.01% of portfolio
483
Q3 2024 Reduced 16.0%
$0
$11,000 0.01% of portfolio
191
Q1 2025 Added 41.48%
$0
$28,000 0.01% of portfolio
350
Q4 2021 New
$75.1B
$21,000 0.01% of portfolio
80
Q2 2022 New
$47.6B
$31,000 0.01% of portfolio
750
Q4 2021 New
$2.09T
$22,000 0.01% of portfolio
116
Q1 2025 Reduced 3.33%
$153B
$15,000 0.01% of portfolio
426
Q4 2021 New
$0
$15,000 0.01% of portfolio
652
Q4 2024 Added 100.0%
$36.2B
$25,000 0.01% of portfolio
229
Q3 2024 Reduced 2.14%

Summary

  • Portfolio
  • No. of Stocks 235
  • Current Value $220 Million
  • Prior Value $211 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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