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Sandy Spring Bank
Period ended Mar 31, 2025 · Latest filing May 12, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Mar 31, 2025: $2,378,010,654
More quarters will appear as history becomes available.
Top holdings
Top 10 at Mar 31, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $138,633,120
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $107,973,750
- APPLE, INC. · COM · 037833100 · shares: $103,970,814
- NVIDIA CORP · COM · 67066G104 · shares: $77,544,977
- MICROSOFT CORP · COM · 594918104 · shares: $75,291,708
- ISHARES S&P SMALLCAP 600 INDEX FUND · CORE S&P SCP ETF · 464287804 · shares: $72,656,570
- SPDR S&P 500 ETF TRUST · TR UNIT · 78462F103 · shares: $59,802,228
- AMAZON COM INC · COM · 023135106 · shares: $49,784,393
- MIDCAP 400 SPDR TRUST SERIES 1 · UTSER1 S&PDCRP · 78467Y107 · shares: $49,096,927
- J P MORGAN EXCHANGE TRADED F · EQUITY PREMIUM · 46641Q332 · shares: $44,038,619
Reported holdings
1,936 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| GLOBAL X FDS | E COMMERCE ETF | 37954Y467 | — | 418 shares | $11,945 |
| MONGODB INC | CL A | 60937P106 | — | 68 shares | $11,928 |
| VERVE THERAPEUTICS INC | COM | 92539P101 | — | 2,600 shares | $11,882 |
| CORTEVA INC | COM | 22052L104 | — | 186 shares | $11,705 |
| VANECK ETF TRUST | FABLESS SEMICOND | 92189H664 | — | 500 shares | $11,675 |
| INTUIT INC | COM | 461202103 | — | 19 shares | $11,666 |
| ISHARES INC | MSCI EMERG MRKT | 464286533 | — | 199 shares | $11,610 |
| CANADIAN NATL RY CO | COM | 136375102 | — | 119 shares | $11,598 |
| FRANKLIN RESOURCES INC | COM | 354613101 | — | 600 shares | $11,550 |
| CDW CORP | COM | 12514G108 | — | 72 shares | $11,539 |
| WELLTOWER INC | COM | 95040Q104 | — | 75 shares | $11,491 |
| NIO INC | SPON ADS | 62914V106 | — | 3,000 shares | $11,430 |
| HUBSPOT INC | COM | 443573100 | — | 20 shares | $11,426 |
| ISHARES TR | US HOME CONS ETF | 464288752 | — | 119 shares | $11,330 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | — | 332 shares | $11,298 |
| LAZARD GLOBAL TOTAL RETURN & | COM | 52106W103 | — | 725 shares | $11,173 |
| NUVEEN QUALITY MUNICIPAL INCOME FUND | COM | 67066V101 | — | 963 shares | $11,094 |
| BP PLC ADR | SPONSORED ADR | 055622104 | — | 328 shares | $11,083 |
| TARGET CORPORATION | COM | 87612E106 | — | 106 shares | $11,062 |
| ISHARES IBOXX $ INVESTMENT GRADE CORP BONDS | IBOXX INV CP ETF | 464287242 | — | 100 shares | $10,869 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 | — | 93 shares | $10,794 |
| TXNM ENERGY INC | COM | 69349H107 | — | 199 shares | $10,643 |
| OCCIDENTAL PETROLEUM CORP. | COM | 674599105 | — | 215 shares | $10,612 |
| GRAYSCALE ETHEREUM MINI TR E | SHS NEW | 38964R203 | — | 616 shares | $10,608 |
| SMURFIT WESTROCK PLC | SHS | G8267P108 | — | 235 shares | $10,589 |
| REVVITY INC | COM | 714046109 | — | 100 shares | $10,580 |
| TOLL BROTHERS INC | COM | 889478103 | — | 100 shares | $10,559 |
| UNION PACIFIC CORPORATION | COM | 907818108 | — | 44 shares | $10,432 |
| OCCIDENTAL PETE CORP | COM | 674599105 | — | 210 shares | $10,366 |
| HSBC HOLDINGS PLC SPON ADR | SPON ADR NEW | 404280406 | — | 180 shares | $10,337 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | — | 75 shares | $10,271 |
| BAXTER INTERNATIONAL INC | COM | 071813109 | — | 300 shares | $10,269 |
| ALLETE INC | COM NEW | 018522300 | — | 156 shares | $10,250 |
| CIGNA CORP NEW | COM | 125523100 | — | 31 shares | $10,199 |
| PTC THERAPEUTICS INC | COM | 69366J200 | — | 200 shares | $10,192 |
| STANLEY BLACK & DECKER | COM | 854502101 | — | 132 shares | $10,149 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | — | 135 shares | $10,082 |
| ADTALEM GLOBAL ED INC | COM | 00737L103 | — | 100 shares | $10,064 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 | — | 105 shares | $10,054 |
| VANGUARD WORLD FD | EXTENDED DUR | 921910709 | — | 141 shares | $10,027 |
| WEC ENERGY GROUP INC. | COM | 92939U106 | — | 92 shares | $10,027 |
| UNDER ARMOUR INC | CL A | 904311107 | — | 1,600 shares | $10,000 |
| ARES CAPITAL CORPORATION | COM | 04010L103 | — | 450 shares | $9,972 |
| CROWN CASTLE INC | COM | 22822V101 | — | 96 shares | $9,956 |
| WOODSIDE ENERGY GROUP LTD | SPONSORED ADR | 980228308 | — | 685 shares | $9,926 |
| PIMCO ULTRA SHORT GOVERNMENT ACTIVE ETF | ULTRA SHORT GOVT | 72201R577 | — | 98 shares | $9,918 |
| CAPITAL BANCORP INC MD | COM | 139737100 | — | 350 shares | $9,916 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | — | 17 shares | $9,860 |
| THOR INDUSTRIES | COM | 885160101 | — | 130 shares | $9,855 |
| FIRST TRUST PFD SECS AND INCOME ETF | PFD SECS INC ETF | 33739E108 | — | 559 shares | $9,833 |
| SPDR SER TR | DJ REIT ETF | 78464A607 | — | 99 shares | $9,813 |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 035710839 | — | 483 shares | $9,800 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | — | 101 shares | $9,742 |
| ETF SER SOLUTIONS | DEFIANCE CONNECT | 26922A289 | — | 229 shares | $9,725 |
| BLACKROCK MUNIHOLDINGS FUND, INC. | COM | 09253N104 | — | 823 shares | $9,663 |
| CARMAX, INC. | COM | 143130102 | — | 124 shares | $9,663 |
| UNDER ARMOUR INC | CL C | 904311206 | — | 1,530 shares | $9,563 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 | — | 471 shares | $9,524 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 | — | 196 shares | $9,497 |
| HALEON PLC | SPON ADS | 405552100 | — | 917 shares | $9,436 |
| FORTREA HLDGS INC | COMMON STOCK | 34965K107 | — | 1,246 shares | $9,407 |
| CARMAX, INC. | COM | 143130102 | — | 120 shares | $9,350 |
| LAMB WESTON HLDGS INC | COM | 513272104 | — | 175 shares | $9,328 |
| PAYCHEX INC | COM | 704326107 | — | 60 shares | $9,257 |
| MICROSTRATEGY INC | SERIES A PERP PF | 594972887 | — | 110 shares | $9,242 |
| REDFIN CORP | COM | 75737F108 | — | 1,000 shares | $9,210 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 154 shares | $9,077 |
| CHUBB LIMITED | COM | H1467J104 | — | 30 shares | $9,060 |
| CINTAS CORP | COM | 172908105 | — | 44 shares | $9,044 |
| VANECK VECTORS GOLD MINERS ETF | GOLD MINERS ETF | 92189F106 | — | 197 shares | $9,040 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 34 shares | $9,009 |
| ENPHASE ENERGY INC | COM | 29355A107 | — | 145 shares | $8,998 |
| ARK ETF TR | NEXT GNRTN INTER | 00214Q401 | — | 95 shares | $8,994 |
| CAPITAL ONE FINANCIAL CORP | COM | 14040H105 | — | 50 shares | $8,965 |
| MANULIFE FINL CORP | COM | 56501R106 | — | 286 shares | $8,909 |
| MGM RESORTS INTERNATIONAL | COM | 552953101 | — | 300 shares | $8,892 |
| GRAINGER W W INC | COM | 384802104 | — | 9 shares | $8,891 |
| INVESCO EXCH TRADED FD TR II | NASDAQNXTGEN100 | 46138G631 | — | 305 shares | $8,849 |
| OLIN CORPORATION | COM PAR $1 | 680665205 | — | 364 shares | $8,823 |
| NUVATION BIO INC | COM CL A | 67080N101 | — | 5,000 shares | $8,800 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 | — | 305 shares | $8,795 |
| DOVER CORP | COM | 260003108 | — | 50 shares | $8,784 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 | — | 281 shares | $8,717 |
| TAKE-TWO INTERACTIVE SOFTWARE | COM | 874054109 | — | 42 shares | $8,705 |
| VANECK ETF TRUST | AFRICA INDEX ETF | 92189F866 | — | 500 shares | $8,695 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 | — | 760 shares | $8,680 |
| METLIFE INC | COM | 59156R108 | — | 108 shares | $8,672 |
| CARLISLE COS INC | COM | 142339100 | — | 25 shares | $8,623 |
| WARNER BROS. DISCOVERY, INC. | COM SER A | 934423104 | — | 800 shares | $8,584 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | — | 129 shares | $8,558 |
| ISHARES CORE S&P US GROWTH | CORE S&P US GWT | 464287671 | — | 67 shares | $8,551 |
| NORTHWEST NAT HLDG CO | COM | 66765N105 | — | 200 shares | $8,544 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 14 shares | $8,510 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | — | 250 shares | $8,508 |
| GLOBAL PARTNERS LP | COM UNITS | 37946R109 | — | 155 shares | $8,279 |
| ISHARES CORE S&P US GROWTH | CORE S&P US GWT | 464287671 | — | 65 shares | $8,261 |
| CHOICE HOTELS INTL INC | COM | 169905106 | — | 62 shares | $8,233 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 24 shares | $8,225 |
| SHENANDOAH TELECOMMUNICATION | COM | 82312B106 | — | 650 shares | $8,171 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 | — | 78 shares | $8,093 |