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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) |
|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | — | 226 shares | $8,057 |
| SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | — | 100 shares | $8,049 |
| HEWLETT PACKARD ENTERPRISE | COM | 42824C109 | — | 519 shares | $8,008 |
| ALPS ETF TR | ACTIVE REIT ETF | 00162Q445 | — | 293 shares | $7,999 |
| COLGATE-PALMOLIVE CO | COM | 194162103 | — | 85 shares | $7,973 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 | — | 39 shares | $7,958 |
| VONTIER CORPORATION | COM | 928881101 | — | 242 shares | $7,950 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 110 shares | $7,947 |
| SBA COMMUNICATIONS CORP NEW | CL A | 78410G104 | — | 36 shares | $7,935 |
| ILLUMINA INC | COM | 452327109 | — | 100 shares | $7,934 |
| BOSTON BEER INC | CL A | 100557107 | — | 33 shares | $7,882 |
| PRICE T ROWE GROUP INC | COM | 74144T108 | — | 85 shares | $7,809 |
| PURE STORAGE INC | CL A | 74624M102 | — | 175 shares | $7,748 |
| ISHARES | ISHS 5-10YR INVT | 464288638 | — | 147 shares | $7,721 |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | — | 500 shares | $7,685 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 28 shares | $7,633 |
| GLADSTONE LD CORP | COM | 376549101 | — | 725 shares | $7,627 |
| UNITED PARCEL SERVICE, INC | CL B | 911312106 | — | 69 shares | $7,590 |
| FORD MOTOR COMPANY | COM | 345370860 | — | 755 shares | $7,573 |
| DUCOMMUN INC DEL | COM | 264147109 | — | 130 shares | $7,544 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | — | 280 shares | $7,530 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | — | 38 shares | $7,504 |
| TETRA TECH INC NEW | COM | 88162G103 | — | 256 shares | $7,502 |
| ISHARES TR | GLOBAL ENERG ETF | 464287341 | — | 178 shares | $7,489 |
| LENNAR CORP | CL A | 526057104 | — | 65 shares | $7,461 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 150 shares | $7,443 |
| FIRST TR EXCHANGE TRADED FD | NASD TECH DIV | 33738R118 | — | 100 shares | $7,361 |
| UNITED AIRLS HLDGS INC | COM | 910047109 | — | 106 shares | $7,320 |
| MARATHON PETE CORP | COM | 56585A102 | — | 50 shares | $7,285 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 100 shares | $7,270 |
| NVR INC | COM | 62944T105 | — | 1 shares | $7,245 |
| GLOBAL X FDS | LITHIUM BTRY ETF | 37954Y855 | — | 187 shares | $7,243 |
| SPDR SER TR | BLOOMBERG HIGH Y | 78468R622 | — | 76 shares | $7,243 |
| DT MIDSTREAM INC | COMMON STOCK | 23345M107 | — | 75 shares | $7,236 |
| HACKETT GROUP INC | COM | 404609109 | — | 245 shares | $7,168 |
| BOSTON BEER INC | CL A | 100557107 | — | 30 shares | $7,166 |
| MASTERBRAND INC | COMMON STOCK | 57638P104 | — | 544 shares | $7,105 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 112 shares | $7,101 |
| ISHARES INC | MSCI EURZONE ETF | 464286608 | — | 133 shares | $7,083 |
| NUSCALE PWR CORP | CL A COM | 67079K100 | — | 500 shares | $7,080 |
| XCEL ENERGY, INC | COM | 98389B100 | — | 100 shares | $7,079 |
| EQUIFAX INC | COM | 294429105 | — | 29 shares | $7,064 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | — | 174 shares | $7,041 |
| LYONELLBASELL INDUSTRIES NV CL A | SHS - A - | N53745100 | — | 100 shares | $7,040 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | — | 60 shares | $6,984 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | — | 322 shares | $6,929 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 20 shares | $6,905 |
| KRAFT HEINZ CO/ THE | COM | 500754106 | — | 226 shares | $6,877 |
| DRIVEN BRANDS HLDGS INC | COM | 26210V102 | — | 400 shares | $6,856 |
| ISHARES INC | MSCI JPN ETF NEW | 46434G822 | — | 99 shares | $6,788 |
| INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | 46138E727 | — | 312 shares | $6,783 |
| LISTED FD TR | ROUNDHILL BALL | 53656F417 | — | 500 shares | $6,745 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | — | 39 shares | $6,717 |
| VIAVI SOLUTIONS INC | COM | 925550105 | — | 600 shares | $6,714 |
| SCHWAB US BROAD MARKET ETF | US BRD MKT ETF | 808524102 | — | 312 shares | $6,709 |
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | G16252101 | — | 225 shares | $6,703 |
| ISHARES INC | MSCI EM ASIA ETF | 464286426 | — | 90 shares | $6,667 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | — | 10 shares | $6,627 |
| SOLVENTUM CORP | COM SHS | 83444M101 | — | 87 shares | $6,616 |
| NUVEEN MUN VALUE FD INC | COM | 670928100 | — | 750 shares | $6,578 |
| AMPHENOL CORPORATION A | CL A | 032095101 | — | 100 shares | $6,559 |
| VANGUARD SMALL CAP GROWTH ETF | SML CP GRW ETF | 922908595 | — | 26 shares | $6,547 |
| THE REAVES UTILITY INCOME FUND | COM SH BEN INT | 756158101 | — | 201 shares | $6,541 |
| VULCAN MATERIALS COMPANY | COM | 929160109 | — | 28 shares | $6,532 |
| GRAYSCALE BITCOIN TRUST | SHS REP COM UT | 389637109 | — | 100 shares | $6,517 |
| FIFTH THIRD BANCORP | COM | 316773100 | — | 166 shares | $6,508 |
| COHEN & STEERS QUALITY INCOM | COM | 19247L106 | — | 517 shares | $6,494 |
| SPORTRADAR GROUP AG | CLASS A ORD SHS | H8088L103 | — | 300 shares | $6,486 |
| RELX PLC | SPONSORED ADR | 759530108 | — | 128 shares | $6,453 |
| ISHARES SHORT TREASURY BOND ETF | SHORT TREAS BD | 464288679 | — | 58 shares | $6,407 |
| VANGUARD SHORT TERM CORPORATE BOND ETF | SHRT TRM CORP BD | 92206C409 | — | 81 shares | $6,395 |
| EXCHANGE TRADED CONCEPTS TRU | ROBO GLB ETF | 301505707 | — | 123 shares | $6,342 |
| VIATRIS INC | COM | 92556V106 | — | 728 shares | $6,341 |
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | — | 110 shares | $6,292 |
| TWILIO INC | CL A | 90138F102 | — | 64 shares | $6,267 |
| SHARKNINJA INC | COM SHS | G8068L108 | — | 75 shares | $6,256 |
| UIPATH INC | CL A | 90364P105 | — | 600 shares | $6,180 |
| HOLOGIC INC | COM | 436440101 | — | 100 shares | $6,177 |
| INTUIT INC | COM | 461202103 | — | 10 shares | $6,140 |
| HYATT HOTELS CORP | COM CL A | 448579102 | — | 50 shares | $6,125 |
| KROGER COMPANY | COM | 501044101 | — | 90 shares | $6,093 |
| EXELON CORPORATION | COM | 30161N101 | — | 132 shares | $6,083 |
| OGE ENERGY CORP | COM | 670837103 | — | 132 shares | $6,067 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 11 shares | $6,051 |
| ISHARES RUSSELL 2000 VALUE INDEX FUND | RUS 2000 VAL ETF | 464287630 | — | 40 shares | $6,040 |
| DOORDASH INC | CL A | 25809K105 | — | 33 shares | $6,032 |
| NUCOR CORP | COM | 670346105 | — | 50 shares | $6,017 |
| UNILEVER PLC SPON ADR | SPON ADR NEW | 904767704 | — | 101 shares | $6,015 |
| STRYKER CORPORATION | COM | 863667101 | — | 16 shares | $5,956 |
| ISHARES TR | BROAD USD HIGH | 46435U853 | — | 161 shares | $5,927 |
| CHIMERA INVT CORP | COM SHS | 16934Q802 | — | 458 shares | $5,881 |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 46138E743 | — | 113 shares | $5,875 |
| MODERNA INC | COM | 60770K107 | — | 207 shares | $5,869 |
| ISHARES BARCLAYS | 20 YR TR BD ETF | 464287432 | — | 64 shares | $5,826 |
| ISHARES | 3 7 YR TREAS BD | 464288661 | — | 49 shares | $5,789 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 56 shares | $5,780 |
| WEC ENERGY GROUP INC. | COM | 92939U106 | — | 53 shares | $5,776 |
| DIREXION SHS ETF TR | DLY AEROSPC 3X | 25460E661 | — | 186 shares | $5,726 |
| ISHARES INC | GLB ENR PROD ETF | 464286343 | — | 230 shares | $5,721 |
| XPLR INFRASTRUCTURE LP | COM UNIT PART IN | 65341B106 | — | 600 shares | $5,700 |