Operations & Technology Manager

0001062993-20-002311.txt : 20200513 0001062993-20-002311.hdr.sgml : 20200513 20200513093013 ACCESSION NUMBER: 0001062993-20-002311 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200513 DATE AS OF CHANGE: 20200513 EFFECTIVENESS DATE: 20200513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Maryland Capital Management CENTRAL INDEX KEY: 0001356643 IRS NUMBER: 201819985 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11860 FILM NUMBER: 20871327 BUSINESS ADDRESS: STREET 1: 800 N. CHARLES ST STREET 2: SUITE 500 CITY: BALTIMORE STATE: MD ZIP: 21201 BUSINESS PHONE: 410-547-2666 MAIL ADDRESS: STREET 1: 800 N. CHARLES ST STREET 2: SUITE 500 CITY: BALTIMORE STATE: MD ZIP: 21201 FORMER COMPANY: FORMER CONFORMED NAME: Maryland Capital Management, LLC DATE OF NAME CHANGE: 20060317 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001356643 XXXXXXXX 03-31-2020 03-31-2020 Maryland Capital Management

800 N. CHARLES ST BALTIMORE MD 21201

13F HOLDINGS REPORT 028-11860 N Doug McClean Operations & Technology Manager 4105472666 Doug McClean Baltimore MD 05-11-2020 0 272 844673 false INFORMATION TABLE 2 form13fInfoTable.xml FORM 13F INFORMATION TABLE BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 227 10000 SH SOLE 10000 0 0 DANAHER CORPORATION COM 235851102 1270 9174 SH SOLE 9174 0 0 EDWARDS LIFESCIENCES CORP COM 28176E112 25 135 SH OTR 135 0 0 EPAM SYS INC COM 29414B104 26 140 SH OTR 140 0 0 GENERAL ELECTRIC CO COM 369604103 228 28776 SH SOLE 28776 0 0 ISHARES TR NATIONAL MUN ETF 464288414 1106 9790 SH SOLE 9790 0 0 SANDY SPRING BANCORP INC COM 800363103 484 21376 SH SOLE 21376 0 0 LIBERTY LATIN AMERICA LTD COM CL A G9001E102 131 12450 SH SOLE 12450 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 294 1343 SH SOLE 1343 0 0 STRYKER CORP COM 863667101 519 3115 SH SOLE 3115 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 6073 23562 SH SOLE 23562 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1511 12755 SH SOLE 12755 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 14453 29186 SH SOLE 29111 0 75 THE TRADE DESK INC COM CL A 88339J105 11106 57545 SH SOLE 57541 0 4 ISHARES TR SELECT DIVID ETF 464287168 218 2960 SH SOLE 2960 0 0 FIVE BELOW INC COM 33829M101 15 210 SH OTR 210 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 12 100 SH OTR 100 0 0 ADOBE INC COM 00724F101 8340 26208 SH SOLE 26205 0 3 PAYCHEX INC COM 704326107 2942 46762 SH SOLE 46762 0 0 LOWES COS INC COM 548661107 672 7814 SH SOLE 7814 0 0 APPLE INC COM 037833100 45796 180094 SH SOLE 179941 0 153 WIDEOPENWEST INC COM 96758W101 71 15000 SH SOLE 15000 0 0 TARGET CORP COM 87612E110 4547 48907 SH SOLE 48907 0 0 UNION PAC CORP COM 907818108 606 4300 SH SOLE 4300 0 0 ISHARES TR IBOXX INV CP ETF 464287242 14 117 SH OTR 117 0 0 LOCKHEED MARTIN CORP COM 539830109 142 420 SH OTR 420 0 0 SOUTHERN CO COM 842587107 49 900 SH OTR 900 0 0 EDWARDS LIFESCIENCES CORP COM 28176E112 13641 72320 SH SOLE 72120 0 200 DELTA AIR LINES INC DEL COM NEW 247361702 259 9080 SH SOLE 9080 0 0 TEXAS INSTRS INC COM 882508104 254 2540 SH SOLE 640 0 1900 VANGUARD INDEX FDS GROWTH ETF 922908736 376 2400 SH SOLE 2400 0 0 PHILIP MORRIS INTL INC COM 718172109 728 9980 SH SOLE 9980 0 0 PFIZER INC COM 717081103 216 6625 SH OTR 6625 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 339 23685 SH SOLE 23685 0 0 TRUIST FINL CORP COM 89832Q109 1965 63721 SH SOLE 63721 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 22 385 SH OTR 385 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 304 8330 SH SOLE 8330 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 7565 93539 SH SOLE 93539 0 0 WALMART INC COM 931142103 1460 12849 SH SOLE 12167 0 682 INTEL CORP COM 458140100 8451 156144 SH SOLE 156144 0 0 INTEL CORP COM 458140100 168 3100 SH OTR 3100 0 0 GLOBAL X FDS GLBL X MLP ETF 37950E473 39 12290 SH SOLE 12290 0 0 UNITED TECHNOLOGIES CORP COM 913017109 437 4631 SH SOLE 4631 0 0 EXXON MOBIL CORP COM 30231G102 5700 150123 SH SOLE 150123 0 0 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 552 4210 SH SOLE 4210 0 0 CONSOLIDATED EDISON INC COM 209115104 3 35 SH OTR 35 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 10406 34565 SH SOLE 34565 0 0 COMCAST CORP NEW CL A 20030N101 486 14140 SH SOLE 14140 0 0 JPMORGAN CHASE & CO COM 46625H100 6622 73550 SH SOLE 73200 0 350 EXXON MOBIL CORP COM 30231G102 217 5705 SH OTR 5705 0 0 NUVEEN QUALITY MUNCP INCOME COM 67066V101 1639 119271 SH SOLE 119271 0 0 CHEVRON CORP NEW COM 166764100 4885 67419 SH SOLE 66219 0 1200 PROCTER & GAMBLE CO COM 742718109 59 540 SH OTR 540 0 0 ABBVIE INC COM 00287Y109 198 2600 SH OTR 2600 0 0 EATON CORP PLC SHS G29183103 551 7087 SH SOLE 7087 0 0 HERSHEY CO COM 427866108 202 1525 SH SOLE 1525 0 0 KIMBERLY CLARK CORP COM 494368103 1203 9405 SH SOLE 9405 0 0 AMERCO COM 023586100 206 710 SH SOLE 710 0 0 SIMON PPTY GROUP INC NEW COM 828806109 2099 38258 SH SOLE 38258 0 0 SIMON PPTY GROUP INC NEW COM 828806109 38 700 SH OTR 700 0 0 LILLY ELI & CO COM 532457108 95 688 SH OTR 688 0 0 KIMBERLY CLARK CORP COM 494368103 77 600 SH OTR 600 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 5960 45273 SH SOLE 45273 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 541 5237 SH SOLE 5237 0 0 ISHARES TR NASDAQ BIOTECH 464287556 1457 13525 SH SOLE 13525 0 0 ISHARES TR IBOXX INV CP ETF 464287242 4342 35157 SH SOLE 35157 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 20 67 SH OTR 67 0 0 TJX COS INC NEW COM 872540109 494 10324 SH SOLE 10324 0 0 SPDR SER TR S&P BIOTECH 78464A870 384 4955 SH SOLE 4955 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 510 11187 SH SOLE 11187 0 0 THE TRADE DESK INC COM CL A 88339J105 16 85 SH OTR 85 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1230 4680 SH SOLE 4680 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 20 40 SH OTR 40 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 13 400 SH OTR 400 0 0 SALESFORCE COM INC COM 79466L302 15253 105935 SH SOLE 105905 0 30 ALPHABET INC CAP STK CL A 02079K305 29 25 SH OTR 25 0 0 ISHARES TR IBOXX HI YD ETF 464288513 736 9555 SH SOLE 9555 0 0 CSX CORP COM 126408103 462 8068 SH SOLE 5269 0 2799 VERISK ANALYTICS INC COM 92345Y106 44 317 SH OTR 317 0 0 ADVISORSHARES TR ADVISORSHS ETF 00768Y560 560 18300 SH SOLE 18300 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 644 9100 SH SOLE 9100 0 0 COCA COLA CO COM 191216100 685 15478 SH SOLE 15346 0 132 AMAZON COM INC COM 023135106 33 17 SH OTR 17 0 0 BK OF AMERICA CORP COM 060505104 19 875 SH OTR 875 0 0 WELLS FARGO CO NEW COM 949746101 2877 100250 SH SOLE 100250 0 0 INVESCO QQQ TR UNIT SER 1 04609E107 4587 24089 SH SOLE 24089 0 0 AMGEN INC COM 031162100 758 3739 SH SOLE 3739 0 0 NETFLIX INC COM 64110L106 754 2007 SH SOLE 2007 0 0 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 701 12712 SH SOLE 12712 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 11747 218629 SH SOLE 218629 0 0 MCCORMICK & CO INC COM VTG 579780107 732 5142 SH SOLE 5142 0 0 STARBUCKS CORP COM 855244109 1922 29238 SH SOLE 29238 0 0 MICROSOFT CORP COM 594918104 45906 291081 SH SOLE 290825 0 256 SERVICENOW INC COM 81762P102 15 53 SH OTR 53 0 0 ISHARES TR CORE S&P MCP ETF 464287507 505 3513 SH SOLE 3513 0 0 ISHARES TR RUS MID CAP ETF 464287499 282 6540 SH SOLE 6540 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 253 4128 SH SOLE 4128 0 0 MICHAELS COS INC COM 59408Q106 29 18200 SH SOLE 18200 0 0 TREX CO INC COM 89531P105 33 415 SH OTR 415 0 0 BLACKROCK TAX MUNICPAL BD TR SHS 09248X100 543 24900 SH SOLE 24900 0 0 MERCK & CO. INC COM 58933Y105 54 700 SH OTR 700 0 0 PAYCOM SOFTWARE INC COM 70432V102 19890 98460 SH SOLE 98460 0 0 MCDONALDS CORP COM 580135101 5950 35982 SH SOLE 35982 0 0 MASTERCARD INC CL A 57636Q104 34976 144794 SH SOLE 144594 0 200 CIGNA CORP NEW COM 125523100 619 3496 SH SOLE 3496 0 0 ALPHABET INC CAP STK CL A 02079K305 18589 15998 SH SOLE 15963 0 35 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 300 3384 SH SOLE 3384 0 0 EMERSON ELEC CO COM 291011104 2716 57007 SH SOLE 57007 0 0 EPAM SYS INC COM 29414B104 24223 130471 SH SOLE 130471 0 0 ISHARES TR MSCI EAFE ETF 464287465 1354 25325 SH SOLE 25325 0 0 ALPHABET INC CAP STK CL C 02079K107 41 35 SH OTR 35 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 102 705 SH OTR 705 0 0 CATERPILLAR INC DEL COM 149123101 219 1891 SH SOLE 1891 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4322 128835 SH SOLE 128835 0 0 FISERV INC COM 337738108 14719 154948 SH SOLE 154548 0 400 SPDR SER TR DJ REIT ETF 78464A607 1020 14132 SH SOLE 14132 0 0 ALLISON TRANSMISSION HLDGS I COM 01973R101 243 7441 SH SOLE 7441 0 0 UNITED PARCEL SERVICE INC CL B 911312106 294 3145 SH SOLE 3145 0 0 BLACKROCK INC COM 09247X101 4281 9731 SH SOLE 9731 0 0 DEXCOM INC COM 252131107 249 925 SH SOLE 925 0 0 CONOCOPHILLIPS COM 20825C104 467 15146 SH SOLE 15146 0 0 NUVEEN MUN 2021 TARGET TERM COM 670687102 132 14000 SH SOLE 14000 0 0 MCDONALDS CORP COM 580135101 100 605 SH OTR 605 0 0 BOOKING HLDGS INC COM 09857L108 301 224 SH SOLE 224 0 0 ISHARES TR CORE S&P500 ETF 464287200 39 152 SH OTR 152 0 0 ISHARES TR GLOB UTILITS ETF 464288711 1192 23548 SH SOLE 23548 0 0 XILINX INC COM 983919101 268 3433 SH SOLE 3433 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 218 2225 SH SOLE 2225 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 4297 29756 SH SOLE 29756 0 0 CIGNA CORP NEW COM 125523100 7 38 SH OTR 38 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 2638 17816 SH SOLE 17816 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 13 400 SH OTR 400 0 0 KINDER MORGAN INC DEL COM 49456B101 56 4050 SH OTR 4050 0 0 JOHNSON & JOHNSON COM 478160104 7065 53875 SH SOLE 52875 0 1000 SPDR SER TR BLMBRG BRC CNVRT 78464A359 336 7020 SH SOLE 7020 0 0 FACEBOOK INC CL A 30303M102 26 155 SH OTR 155 0 0 PFIZER INC COM 717081103 5698 174565 SH SOLE 174435 0 130 RAYTHEON CO COM NEW 755111507 254 1938 SH SOLE 1938 0 0 AMERICAN TOWER CORP NEW COM 03027X100 398 1827 SH SOLE 1827 0 0 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 1588 14878 SH SOLE 14878 0 0 DISNEY WALT CO COM DISNEY 254687106 2644 27367 SH SOLE 26652 0 715 FISERV INC COM 337738108 19 200 SH OTR 200 0 0 BK OF AMERICA CORP COM 060505104 6811 320817 SH SOLE 320817 0 0 COSTCO WHSL CORP NEW COM 22160K105 794 2784 SH SOLE 2784 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 6327 189782 SH SOLE 189782 0 0 CVS HEALTH CORP COM 126650100 374 6308 SH SOLE 6308 0 0 PEPSICO INC COM 713448108 15191 126485 SH SOLE 126485 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 278 5105 SH SOLE 5105 0 0 NEXTERA ENERGY INC COM 65339F101 1599 6644 SH SOLE 6644 0 0 ABBOTT LABS COM 002824100 28224 357679 SH SOLE 357661 0 18 IDEXX LABS INC COM 45168D104 233 960 SH SOLE 960 0 0 AMERICAN EXPRESS CO COM 025816109 311 3636 SH SOLE 3636 0 0 NUVEEN AMT FREE QLTY MUN INC COM 670657105 327 24184 SH SOLE 24184 0 0 AMAZON COM INC COM 023135106 41116 21088 SH SOLE 21061 0 27 INVESCO QQQ TR UNIT SER 1 04609E107 101 532 SH OTR 532 0 0 PAYPAL HLDGS INC COM 70450Y103 36 375 SH OTR 375 0 0 AT&T INC COM 00206R102 9407 322695 SH SOLE 322695 0 0 WELLS FARGO CO NEW COM 949746101 11 400 SH OTR 400 0 0 MERCK & CO. INC COM 58933Y105 5796 75337 SH SOLE 75337 0 0 TREX CO INC COM 89531P105 16835 210072 SH SOLE 209572 0 500 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 559 3423 SH SOLE 3423 0 0 DOMINION ENERGY INC COM 25746U109 144 2000 SH OTR 2000 0 0 CINCINNATI FINL CORP COM 172062101 290 3837 SH SOLE 3837 0 0 JPMORGAN CHASE & CO COM 46625H100 80 885 SH OTR 885 0 0 UNITEDHEALTH GROUP INC COM 91324P102 73 293 SH OTR 293 0 0 COLGATE PALMOLIVE CO COM 194162103 405 6098 SH SOLE 4698 0 1400 BOEING CO COM 097023105 797 5344 SH SOLE 5344 0 0 ORACLE CORP COM 68389X105 715 14791 SH SOLE 14791 0 0 PAYCOM SOFTWARE INC COM 70432V102 21 102 SH OTR 102 0 0 PRICE T ROWE GROUP INC COM 74144T108 604 6190 SH SOLE 6190 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 98 1216 SH OTR 1216 0 0 GLOBAL X FDS GLBL X MLP ETF 37950E473 54 17299 SH OTR 17299 0 0 ISHARES TR JPMORGAN USD EMG 464288281 448 4630 SH SOLE 4630 0 0 REAVES UTIL INCOME FD COM SH BEN INT 756158101 276 9601 SH SOLE 9601 0 0 US BANCORP DEL COM NEW 902973304 428 12426 SH SOLE 12426 0 0 DOW INC COM 260557103 424 14502 SH SOLE 14502 0 0 CISCO SYS INC COM 17275R102 137 3475 SH OTR 3475 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1309 22191 SH SOLE 22191 0 0 VERISK ANALYTICS INC COM 92345Y106 12652 90774 SH SOLE 90768 0 6 ISHARES TR CORE S&P SCP ETF 464287804 309 5505 SH SOLE 5505 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 888 15934 SH SOLE 15934 0 0 IQVIA HLDGS INC COM 46266C105 18668 173072 SH SOLE 172772 0 300 MICROSOFT CORP COM 594918104 279 1770 SH OTR 1770 0 0 CISCO SYS INC COM 17275R102 4827 122791 SH SOLE 122791 0 0 PROCTER & GAMBLE CO COM 742718109 7773 70660 SH SOLE 69260 0 1400 ABBVIE INC COM 00287Y109 5618 73737 SH SOLE 73719 0 18 WESTROCK CO COM 96145D105 1853 65582 SH SOLE 65582 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1301 6688 SH SOLE 6688 0 0 LEIDOS HOLDINGS INC COM 525327102 271 2957 SH SOLE 2957 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2041 11164 SH SOLE 11164 0 0 ARCH CAP GROUP LTD ORD G0450A105 344 12100 SH SOLE 12100 0 0 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 1124 7731 SH SOLE 7731 0 0 MONDELEZ INTL INC CL A 609207105 232 4627 SH SOLE 4627 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 26 175 SH OTR 175 0 0 BLACKROCK INC COM 09247X101 95 215 SH OTR 215 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 17 250 SH OTR 250 0 0 WELLTOWER INC COM 95040Q104 3801 83030 SH SOLE 83030 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 13 100 SH OTR 100 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6719 96192 SH SOLE 96192 0 0 VISA INC COM CL A 92826C839 3190 19799 SH SOLE 19799 0 0 PPL CORP COM 69351T106 431 17455 SH SOLE 17455 0 0 GALLAGHER ARTHUR J & CO COM 363576109 449 5512 SH SOLE 5512 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 211 2626 SH SOLE 2626 0 0 FACEBOOK INC CL A 30303M102 14431 86516 SH SOLE 86486 0 30 VANGUARD INDEX FDS SMALL CP ETF 922908751 9754 84497 SH SOLE 84497 0 0 LILLY ELI & CO COM 532457108 4716 34000 SH SOLE 34000 0 0 ISHARES TR CORE US AGGBD ET 464287226 580 5024 SH SOLE 5024 0 0 HOME DEPOT INC COM 437076102 4888 26177 SH SOLE 26177 0 0 CITIGROUP INC COM NEW 172967424 255 6059 SH SOLE 6059 0 0 PEPSICO INC COM 713448108 61 510 SH OTR 510 0 0 ALTRIA GROUP INC COM 02209S103 424 10966 SH SOLE 10966 0 0 ABBOTT LABS COM 002824100 178 2255 SH OTR 2255 0 0 NORFOLK SOUTHERN CORP COM 655844108 250 1713 SH SOLE 1713 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 875 6788 SH SOLE 6788 0 0 PNC FINL SVCS GROUP INC COM 693475105 408 4262 SH SOLE 4262 0 0 AT&T INC COM 00206R102 120 4128 SH OTR 4128 0 0 TARGET CORP COM 87612E110 40 435 SH OTR 435 0 0 YUM BRANDS INC COM 988498101 667 9731 SH SOLE 9731 0 0 UNITEDHEALTH GROUP INC COM 91324P102 25153 100862 SH SOLE 100687 0 175 IQVIA HLDGS INC COM 46266C105 24 225 SH OTR 225 0 0 SOUTHERN CO COM 842587107 5844 107950 SH SOLE 107950 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 459 4133 SH SOLE 4133 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 273 3010 SH SOLE 3010 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 285 4951 SH SOLE 4951 0 0 LOCKHEED MARTIN CORP COM 539830109 22302 65796 SH SOLE 65671 0 125 3M CO COM 88579Y101 431 3154 SH SOLE 3154 0 0 EMERSON ELEC CO COM 291011104 71 1500 SH OTR 1500 0 0 SERVICENOW INC COM 81762P102 4834 16868 SH SOLE 16868 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 1205 5685 SH SOLE 5685 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 12512 222404 SH SOLE 222404 0 0 PAYCHEX INC COM 704326107 30 475 SH OTR 475 0 0 DOMINION ENERGY INC COM 25746U109 3717 51490 SH SOLE 51490 0 0 CONSOLIDATED EDISON INC COM 209115104 433 5550 SH SOLE 5550 0 0 APPLE INC COM 037833100 37 145 SH OTR 145 0 0 ISHARES TR GLOB HLTHCRE ETF 464287325 1274 20912 SH SOLE 20912 0 0 NVIDIA CORP COM 67066G104 1447 5491 SH SOLE 5491 0 0 SALESFORCE COM INC COM 79466L302 24 165 SH OTR 165 0 0 PRICE T ROWE GROUP INC COM 74144T108 6 65 SH OTR 65 0 0 ALTRIA GROUP INC COM 02209S103 23 595 SH OTR 595 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 50 3462 SH OTR 3462 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1935 16908 SH SOLE 16908 0 0 SUMMIT FINL GROUP INC COM 86606G101 329 15500 SH SOLE 15500 0 0 EVERBRIDGE INC COM 29978A104 2038 19165 SH SOLE 19165 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 538 3574 SH SOLE 3574 0 0 PHILIP MORRIS INTL INC COM 718172109 43 595 SH OTR 595 0 0 MARRIOTT INTL INC NEW CL A 571903202 340 4550 SH SOLE 4550 0 0 CERNER CORP COM 156782104 325 5159 SH SOLE 5159 0 0 ADOBE INC COM 00724F101 16 50 SH OTR 50 0 0 MASTERCARD INC CL A 57636Q104 23 95 SH OTR 95 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 487 3152 SH SOLE 3152 0 0 MCCORMICK & CO INC COM NON VTG 579780206 593 4200 SH SOLE 4200 0 0 HEICO CORP NEW COM 422806109 206 2758 SH SOLE 2758 0 0 WELLTOWER INC COM 95040Q104 53 1160 SH OTR 1160 0 0 NEXTERA ENERGY INC COM 65339F101 96 400 SH OTR 400 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 139 2580 SH OTR 2580 0 0 HONEYWELL INTL INC COM 438516106 610 4559 SH SOLE 4559 0 0 ALPHABET INC CAP STK CL C 02079K107 15097 12983 SH SOLE 12983 0 0 CLOROX CO DEL COM 189054109 247 1425 SH SOLE 1425 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 777 7850 SH SOLE 7850 0 0 VONAGE HLDGS CORP COM 92886T201 101 14000 SH SOLE 14000 0 0 CATERPILLAR INC DEL COM 149123101 70 600 SH OTR 600 0 0 AXON ENTERPRISE INC COM 05464C101 215 3035 SH SOLE 3035 0 0 ISHARES TR CORE S&P500 ETF 464287200 3400 13158 SH SOLE 13158 0 0 ISHARES TR GLOBAL TECH ETF 464287291 1366 7490 SH SOLE 7490 0 0 CORPORATE OFFICE PPTYS TR SH BEN INT 22002T108 472 21332 SH SOLE 21332 0 0 FIVE BELOW INC COM 33829M101 12962 184175 SH SOLE 183825 0 350 ISHARES TR S&P SML 600 GWT 464287887 468 3395 SH SOLE 3395 0 0 PAYPAL HLDGS INC COM 70450Y103 28131 293826 SH SOLE 293826 0 0 KINDER MORGAN INC DEL COM 49456B101 1557 111822 SH SOLE 111822 0 0 NUVEEN AMT FREE MUN CR INC F COM 67071L106 683 46550 SH SOLE 46550 0 0 CHEVRON CORP NEW COM 166764100 78 1075 SH OTR 1075 0 0 JOHNSON & JOHNSON COM 478160104 80 610 SH OTR 610 0 0