$95.3 Million is the total value of MARYLAND CAPITAL ADVISORS INC.'s 253 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 116.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | RIVIAN AUTOMOTIVE INC | $0 | – | -4 | -100.0% | 0.00% | – | |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -100 | -100.0% | -0.01% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -74 | -100.0% | -0.01% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -127 | -100.0% | -0.01% | – |
| GSK | Exit | GSK PLCsponsored adr | $0 | – | -400 | -100.0% | -0.02% | – |
| CDK | Exit | CDK GLOBAL INC | $0 | – | -400 | -100.0% | -0.02% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -293 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 8 | Q3 2023 | 20.0% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 10.7% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 8.0% |
| ISHARES TR | 8 | Q3 2023 | 4.2% |
| ISHARES TR | 8 | Q3 2023 | 7.6% |
| DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 3.8% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 3.6% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 3.4% |
| VANGUARD MUN BD FDS | 8 | Q3 2023 | 11.8% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 2.5% |
View MARYLAND CAPITAL ADVISORS INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-01 |
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.