Maryland Capital Advisors Inc. Purchases in Q4 2024

Maryland Capital Advisors Inc.

  • $211 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
22.2K
+ 56.09%
$280.04 - $302.45 $6.21M - $6.71M
61.7K $17.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
137K
+ 23.27%
$51.54 - $52.55 $7.07M - $7.21M
727K $37.6M
DFIV
Dimensional ETF Tr

ETFs
48.7K
+ 34.74%
$34.86 - $37.97 $1.7M - $1.85M
189K $6.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.76K
+ 177.47%
$442.29 - $483.08 $777K - $849K
2.75K $1.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.47K
+ 5860.0%
$521.84 - $558.82 $764K - $819K
1.49K $802K
DFAU
Dimensional ETF Tr

ETFs
15.5K
+ 7.68%
$39.27 - $42.38 $607K - $655K
217K $8.77M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
25.4K
New
$26.93 - $84.95 $685K - $2.16M
25.4K $694K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.8K
New
$44.87 - $46.86 $528K - $552K
11.8K $528K
DFAI
Dimensional ETF Tr

ETFs
29.1K
+ 20.98%
$29.0 - $31.6 $843K - $919K
168K $4.9M
DFAT
Dimensional ETF Tr U S Target

ETFs
7.56K
+ 20.64%
$54.54 - $61.04 $412K - $462K
44.2K $2.46M
VIG
Vanguard Dividend Appreciation

ETFs
1.46K
+ 84.48%
N/A
3.19K $580K
DFIS
Dimensional ETF Tr Dimensional

ETFs
12.7K
+ 34.56%
$24.25 - $26.7 $308K - $339K
49.4K $1.21M
DIHP
Dimensional ETF Tr Dimensional

ETFs
9.24K
+ 229.99%
$25.15 - $27.57 $232K - $255K
13.3K $334K
SPY
Spdr S&P 500 ETF Trust

ETFs
351
+ 46.8%
$567.81 - $607.81 $199K - $213K
1.1K $645K
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.63K
+ 21.54%
$33.62 - $35.69 $189K - $201K
31.8K $1.07M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.87K
New
$88.59 - $94.57 $165K - $176K
1.87K $165K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.12K
+ 7.52%
$48.33 - $49.08 $199K - $202K
58.9K $2.85M
CHH
Choice Hotels International Inc

Consumer Cyclical
1K
New
$128.7 - $152.73 $129K - $153K
1K $142K
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.03K
+ 8.74%
$63.58 - $71.15 $129K - $144K
25.2K $1.64M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
5.63K
+ 3.07%
$47.65 - $48.6 $268K - $274K
189K $9.04M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
11.9K
+ 12.17%
$26.16 - $29.13 $310K - $346K
109K $2.87M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.83K
+ 388.3%
$49.79 - $51.14 $90.9K - $93.3K
2.3K $115K
VV
Vanguard Large Cap ETF

ETFs
315
+ 1050.0%
$260.27 - $280.65 $82K - $88.4K
345 $93K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
906
New
N/A
906 $77K
DISV
Dimensional ETF Tr Dimensional

ETFs
7.88K
+ 14.56%
$26.18 - $28.77 $206K - $227K
62K $1.65M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.34K
+ 61.88%
$23.88 - $24.32 $55.8K - $56.8K
6.11K $146K
VB
Vanguard Small Cap ETF

ETFs
128
+ 1.65%
$233.76 - $261.58 $29.9K - $33.5K
7.89K $1.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
898
+ 1496.67%
$58.88 - $64.8 $52.9K - $58.2K
958 $56K
EWX
Spdr S&P Emerging Markets Smal

ETFs
1.83K
+ 9.16%
$58.61 - $64.79 $107K - $119K
21.8K $1.28M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
621
New
$50.37 - $50.6 $31.3K - $31.4K
621 $31K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
266
New
$105.45 - $117.99 $28K - $31.4K
266 $28K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
297
+ 101.37%
$69.3 - $74.3 $20.6K - $22.1K
590 $42K
MAC
Macerich CO

Real Estate
1.12K
New
$17.44 - $22.11 $19.6K - $24.9K
1.12K $22K
EQIX
Equinix Inc

Real Estate
22
New
$865.69 - $985.0 $19K - $21.7K
22 $20K
GOOG
Alphabet Inc.

Communication Services
66
+ 33.0%
$163.08 - $198.16 $10.8K - $13.1K
266 $50K
VCIT
Vanguard Intermediate Term Cor

ETFs
214
New
$80.13 - $83.77 $17.1K - $17.9K
214 $17K
VGT
Vanguard Information Technolog

ETFs
9
+ 3.52%
$571.78 - $647.97 $5.15K - $5.83K
265 $164K
SPMD
Spdr Portfolio

ETFs
273
New
$54.13 - $59.56 $14.8K - $16.3K
273 $14K
COLD
Americold Realty Trust

Real Estate
681
New
$21.03 - $27.78 $14.3K - $18.9K
681 $14K
SPG
Simon Property Group Inc

Real Estate
73
New
$167.23 - $183.84 $12.2K - $13.4K
73 $12K
GOOGL
Alphabet Inc.

Communication Services
66
New
$161.86 - $196.66 $10.7K - $13K
66 $12K
DLR
Digital Realty Trust, Inc.

Real Estate
70
New
$156.46 - $195.69 $11K - $13.7K
70 $12K
IVT
Inven Trust Properties Corp.

Real Estate
410
New
$28.52 - $31.3 $11.7K - $12.8K
410 $12K
AVB
Avalonbay Communities Inc

Real Estate
58
New
$216.28 - $237.81 $12.5K - $13.8K
58 $12K
VHT
Vanguard Health Care ETF

ETFs
55
+ 47.41%
$250.81 - $283.3 $13.8K - $15.6K
171 $43K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
380
New
$30.82 - $34.31 $11.7K - $13K
380 $11K
ELS
Equity Lifestyle Properties Inc

Real Estate
156
New
$66.06 - $72.51 $10.3K - $11.3K
156 $10K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
510
+ 32.71%
$24.74 - $27.68 $12.6K - $14.1K
2.07K $51K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
224
New
$46.46 - $51.66 $10.4K - $11.6K
224 $10K
Activity Summary
Buys All Purchases 84 New Holdings 42 Increased Positions 42 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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