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  Name: MARYLAND CAPITAL ADVISORS INC.
  City: CHESTER
  State: MD
  Zip: 21619
   
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $226,598,000
  Total Value Change : $10,871,000
  Securities Held Change : -23
   
All Securities Held : 235
  New Positions : 7
  Closed Positions : 30
  Increased Positions : 31
  Unchanged Positions : 159
  Decreased Positions : 38

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 1 - $52.48 $46,264,000 883,398 20.42% 8,680,000 156,440 0.106    Closed - End Fund - E...
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 2 - $79.12 $23,109,000 292,742 10.2% 205,000 -861 0.07    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 3 - $212.41 $15,962,000 71,857 7.04% -2,158,000 -500 0    Personal Computers
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 4 - $308.32 $15,959,000 58,068 7.04% -1,933,000 -3,668 0.006    Closed - End Fund - E...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 5 - $179.40 $10,862,000 62,881 4.79% 885,000 3,953 0.011    Closed - End Fund - E...
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 6 - $0.00 $9,906,000 257,710 4.37% 1,133,000 41,044 0.029    N/A
   (DFNM)1 Year Chart         DFNM Dfa Dimensional National Mu... 7 - $0.00 $8,704,000 182,970 3.84% -333,000 -6,207 0.114    N/A
   (DFIV)1 Year Chart         DFIV Dimensional International V... 8 - $43.52 $7,884,000 200,309 3.48% 1,178,000 11,293 0.022    N/A
   (DFLV)1 Year Chart         DFLV Dfa Dimensional Us Large Ca... 9 - $0.00 $6,418,000 209,944 2.83% 1,651,000 51,203 0.233    N/A
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... 10 - $0.00 $5,883,000 188,390 2.6% 988,000 20,744 0.015    N/A
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... 11 - $0.00 $4,810,000 81,606 2.12% 462,000 -1,252 0.003    Closed - End Fund - E...
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 12 - $0.00 $3,379,000 142,152 1.49% 223,000 6,539 0.157    N/A
   (DFEV)1 Year Chart         DFEV Dfa Dimensional Emerging Ma... 13 - $0.00 $3,307,000 122,260 1.46% 440,000 12,883 0.136    N/A
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... 14 - $49.88 $3,222,000 64,566 1.42% 370,000 5,660 0.003    N/A
   (VNQI)1 Year Chart         VNQI Vanguard Global Ex-US Real ... 15 - $45.97 $2,820,000 69,710 1.24% 116,000 1,369 0.079    Closed - End Fund - E...
   (DFSD)1 Year Chart         DFSD Dfa Dimensional Short-durat... 16 - $0.00 $2,559,000 53,842 1.13% 35,000 0 0.06    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 17 - $56.63 $2,503,000 48,618 1.1% 43,000 4,426 0.005    N/A
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 18 - $202.97 $2,401,000 12,886 1.06% -46,000 541 0.011    Closed - End Fund - E...
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 19 - $0.00 $2,399,000 43,551 1.06% 97,000 2,040 0.005    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 20 - $49.56 $2,366,000 46,555 1.04% 47,000 -1,942 0.002    Closed - End Fund - F...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 21 - $428.72 $2,363,000 6,543 1.04% -265,000 0 0.002    Closed - End Fund - E...
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 22 - $67.97 $2,282,000 37,731 1.01% -123,000 0 0.004    N/A
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs 23 - $89.75 $2,152,000 23,769 0.95% -131,000 -1,860 0.007    Closed - End Fund - E...
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 24 - $0.00 $2,037,000 69,951 0.9% 390,000 7,950 0.078    N/A
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 25 - $66.18 $1,962,000 32,840 0.87% 319,000 7,601 0.004    N/A
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 26 - $244.80 $1,740,000 7,846 0.77% -156,000 -44 0.004    Closed - End Fund - E...
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value 27 - $197.34 $1,687,000 8,964 0.74% 27,000 0 0.003    Closed - End Fund - E...
   (DFIS)1 Year Chart         DFIS Dfa Dimensional Internation... 28 - $0.00 $1,323,000 51,214 0.58% 110,000 1,830 0.057    N/A
   (EWX)1 Year Chart         EWX Spdr Index Shares Fu 29 - $62.55 $1,297,000 22,910 0.57% 17,000 1,068 0.183    Closed - End Fund - E...
   (DUHP)1 Year Chart         DUHP Dfa Dimensional Us High Pro... 30 - $0.00 $1,283,000 38,712 0.57% 210,000 6,951 0.003    N/A
   (IWW)1 Year Chart         IWW iShares Russell 3000 Value 31 - $96.45 $1,218,000 13,201 0.54% -4,000 6 0.001    Closed - End Fund - E...
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 32 - $106.45 $1,181,000 11,180 0.52% -142,000 -1,359 0.012    Closed - End Fund - Debt
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 33 - $478.27 $1,146,000 2,151 0.51% -99,000 -596 0    Property & Casualty I...
   (VYMI)1 Year Chart         VYMI Vanguard International High... 34 - $0.00 $1,092,000 14,820 0.48% 86,000 0 0.016    N/A
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 35 - $175.72 $938,000 6,680 0.41% -128,000 0 0.003    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 36 - $575.29 $766,000 1,490 0.34% -37,000 0 0    Closed - End Fund - E...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 37 - $60.23 $651,000 12,057 0.29% -41,000 -1,189 0    N/A
   (CVX)1 Year Chart         CVX Chevron Corp 38 - $154.17 $645,000 3,856 0.28% 86,000 0 0    Integrated Oil & Gas
   (ICSH)1 Year Chart         ICSH Ishares Ultra Short Term Bo... 39 - $0.00 $619,000 12,213 0.27% 3,000 0 0.001    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 40 - $625.82 $616,000 1,101 0.27% -29,000 0 0    Closed - End Fund - E...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 41 - $207.25 $581,000 2,996 0.26% -43,000 -190 0.001    Closed - End Fund - Debt
   (IBDR)1 Year Chart         IBDR Ishares Ibonds Dec 2026 Ter... 42 - $0.00 $552,000 22,816 0.24% 122,000 4,970 0.025    N/A
   (EDIV)1 Year Chart         EDIV Spdr S&P Emerging Markets D... 43 - $38.49 $548,000 15,351 0.24% 3,000 -93 0.15    N/A
   (IWP)1 Year Chart         IWP iShares Tr Russell MidCap Gr 44 - $139.00 $547,000 4,656 0.24% -43,000 0 0.001    Closed - End Fund - E...
   (RWX)1 Year Chart         RWX Spdr Dj Wilshire Int 45 - $26.91 $525,000 21,449 0.23% -120,000 -6,534 0.079    Closed - End Fund - E...
   (SCHD)1 Year Chart         SCHD Schwab US Dividend Equity ETF 46 - $27.51 $513,000 18,362 0.23% -182,000 -7,074 0.006    N/A
   (IFGL)1 Year Chart         IFGL iShares FTSE EPRA/NAREIT De... 47 - $22.40 $493,000 24,989 0.22% -176,000 -9,666 0.258    Closed - End Fund - Debt
   (MGK)1 Year Chart         MGK Vanguard Mega Cap 300 Gr In... 48 - $277.92 $485,000 1,570 0.21% -54,000 0 0.003    Closed - End Fund - E...
   (MKC)1 Year Chart         MKC McCormick & Co Inc 49 - $72.44 $450,000 5,463 0.2% 33,000 0 0.002    Processed & Packaged ...
   (DIHP)1 Year Chart         DIHP Dfa Dimensional Internatl H... 50 - $0.00 $443,000 16,445 0.2% 108,000 3,186 0.002    N/A
   (VSS)1 Year Chart         VSS Vanguard FTSE All-Wld ex-US... 51 - $135.33 $442,000 3,823 0.2% 130,000 1,101 0.001    Closed - End Fund - Debt
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 52 - $60.24 $423,000 4,821 0.19% -21,000 -88 0    Discount, Variety Stores
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe 53 - $0.00 $416,000 5,497 0.18% 30,000 0 0    N/A
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 54 - $305.82 $382,000 1,250 0.17% 16,000 0 0    Business Software & S...
   (ISTB)1 Year Chart         ISTB Ishares Core Short Term Us ... 55 - $48.40 $378,000 7,824 0.17% 4,000 0 0.001    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 56 - $49.66 $361,000 7,979 0.16% 5,000 -108 0    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 57 - $501.48 $358,000 955 0.16% -45,000 0 0    Application Software
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income 58 - $48.42 $354,000 8,108 0.16% 11,000 -86 0    Closed - End Fund - E...
   (IBDS)1 Year Chart         IBDS Ishares Ibonds Dec 2027 Ter... 59 - $0.00 $339,000 14,004 0.15% 193,000 7,893 0.01    N/A
   (AVGO)1 Year Chart         AVGO Broadcom Limited 60 - $275.40 $326,000 1,950 0.14% -126,000 0 0    Semiconductor- Broad...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 61 - $114.93 $323,000 2,720 0.14% 30,000 0 0    Integrated Oil & Gas
   (PG)1 Year Chart         PG Procter & Gamble Co 62 - $158.49 $313,000 1,837 0.14% 5,000 0 0    Cleaning Products
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 64 - $43.19 $277,000 6,714 0.12% 2,000 0 0    N/A
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... 63 - $0.00 $277,000 10,710 0.12% -24,000 -1,174 0.003    N/A
   (IWS)1 Year Chart         IWS iShares Tr Rssll Midcap Valu 65 - $135.86 $255,000 2,028 0.11% -7,000 0 0.002    Closed - End Fund - E...
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 66 - $584.40 $254,000 476 0.11% -17,000 0 0.001    Closed - End Fund - E...
   (MRK)1 Year Chart         MRK Merck & Co Inc 67 - $84.02 $253,000 2,820 0.11% -28,000 0 0    Drug Manufacturers - ...
   (ACWI)1 Year Chart         ACWI iShares MSCI ACWI Index 68 - $129.85 $248,000 2,130 0.11% -2,000 0 0.001    Closed - End Fund - E...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 69 - $157.69 $241,000 1,454 0.11% 31,000 0 0    Drug Manufacturers - ...
   (DEHP)1 Year Chart         DEHP Dfa Dimensional Emerging Mk... 70 - $0.00 $235,000 9,335 0.1% 184,000 7,266 0.104    N/A
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 71 - $262.12 $223,000 900 0.1% -5,000 0 0    Diversified Machinery
   (AMGN)1 Year Chart         AMGN Amgen Inc 72 - $300.37 $217,000 696 0.1% 36,000 0 0    Biotechnology
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 73 - $114.07 $207,000 1,980 0.09% -21,000 0 0    Closed - End Fund - E...
   (BLK)1 Year Chart         BLK BlackRock Inc A 74 - $1,104.05 $189,000 200 0.08% -16,000 0 0    Investment Brokerage ...
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 75 - $249.65 $187,000 789 0.08% 2,000 0 0    Railroads
   (CLY)1 Year Chart         CLY iShares Trust 76 - $49.73 $174,000 3,472 0.08% 2,000 0 0.004    Closed - End Fund - Debt
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 77 - $0.00 $173,000 1,848 0.08% 7,000 -18 0    N/A
   (HD)1 Year Chart         HD Home Depot Inc 78 - $373.30 $169,000 460 0.07% -10,000 0 0    Home Improvement Stores
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 79 - $288.19 $166,000 675 0.07% 4,000 0 0    Domestic Money Center...
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 80 - $86.99 $161,000 1,772 0.07% 6,000 0 0    Closed - End Fund - E...
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 81 - $442.38 $156,000 421 0.07% -17,000 0 0    Closed - End Fund - E...
   (IBDQ)1 Year Chart         IBDQ Ishares Ibonds Dec 2025 Ter... 82 - $25.11 $151,000 5,992 0.07% 51,000 1,992 0.002    N/A
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 83 - $89.81 $143,000 1,744 0.06% 11,000 -8 0.001    Closed - End Fund - E...
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 84 - $0.00 $143,000 5,401 0.06% 2,000 0 0    N/A
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 85 - $129.89 $142,000 1,226 0.06% -2,000 0 0.001    Closed - End Fund - E...
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS 86 - $674.58 $139,000 256 0.06% -26,000 -9 0    Closed - End Fund - E...
   (CHH)1 Year Chart         CHH Choice Hotels International... 87 - $134.72 $133,000 1,004 0.06% -10,000 0 0.002    Lodging
   (IYJ)1 Year Chart         IYJ iShares Dow Jones US Indust... 88 - $0.00 $130,000 1,000 0.06% -4,000 0 0.002    Closed - End Fund - E...
   (DIS)1 Year Chart         DIS Walt Disney Co 89 - $121.56 $120,000 1,216 0.05% -15,000 0 0    Entertainment - Diver...
   (IBM)1 Year Chart         IBM International Business Mach... 91 - $287.43 $112,000 450 0.05% 13,000 0 0    Diversified Computer ...
   (GE)1 Year Chart         GE General Electric Co 92 - $252.57 $112,000 561 0.05% 31,000 74 0    Conglomerates
   (TXN)1 Year Chart         TXN Texas Instruments Inc 90 - $219.66 $112,000 625 0.05% -5,000 0 0    Semiconductor- Broad...
   (FTY)1 Year Chart         FTY iShares Trust 93 - $56.80 $107,000 1,854 0.05% 1,000 0 0.002    Closed - End Fund - Debt
   (FBND)1 Year Chart         FBND Fidelity Total Bond Etf 94 - $0.00 $106,000 2,312 0.05% -422,000 -9,464 0.001    N/A
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... 95 - $0.00 $106,000 3,811 0.05% 8,000 0 0    N/A
   (TRGP)1 Year Chart         TRGP Targa Resources Corp. 96 - $170.74 $105,000 524 0.05% 11,000 0 0    Gas Utilities
   (META)1 Year Chart         META Meta Platforms Inc 97 - $727.24 $103,000 178 0.05% -2,000 -1 0    Internet Service Prov...
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 98 - $288.60 $89,000 345 0.04% -4,000 0 0    Closed - End Fund - E...
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond 99 - $78.27 $85,000 1,085 0.04% -7,000 -104 0    Closed - End Fund - E...
   (GPC)1 Year Chart         GPC Genuine Parts Co 100 - $126.02 $83,000 700 0.04% 1,000 0 0    Auto Parts Wholesale

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