| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q2 2024 | 20.0% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 10.7% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 8.0% |
| VANGUARD SCOTTSDALE FDS | 11 | Q2 2024 | 16.3% |
| ISHARES TR | 11 | Q2 2024 | 4.2% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 4.3% |
| APPLE INC | 11 | Q2 2024 | 14.2% |
| ISHARES TR | 11 | Q2 2024 | 7.6% |
| ISHARES TR | 11 | Q2 2024 | 12.1% |
| VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 3.6% |
View MARYLAND CAPITAL ADVISORS INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-25 |
View MARYLAND CAPITAL ADVISORS INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.