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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) |
|---|---|---|---|---|---|
| SCHWAB INTL EQUITY ETF | INTL EQTY ETF | 808524805 | — | 10,436 shares | $206,424 |
| ISHARES S&P MIDCAP 400 INDEX | CORE S&P MCP ETF | 464287507 | — | 3,512 shares | $204,926 |
| WORKDAY INC | CL A | 98138H101 | — | 873 shares | $203,872 |
| APTIV PLC | COM SHS | G3265R107 | — | 3,424 shares | $203,728 |
| SCHWAB US LARGE-CAP ETF | US LRG CAP ETF | 808524201 | — | 9,126 shares | $201,502 |
| AMERICAN ELECTRIC POWER COMPANY, INC | COM | 025537101 | — | 1,836 shares | $200,620 |
| ISHARES S&P MIDCAP 400 GROWTH INDEX FUND | S&P MC 400GR ETF | 464287606 | — | 2,391 shares | $199,122 |
| WHEATON PRECIOUS METALS CORP | COM | 962879102 | — | 2,550 shares | $197,957 |
| SCHWAB US BROAD MARKET ETF | US BRD MKT ETF | 808524102 | — | 9,159 shares | $197,191 |
| BANK OF AMERICA CORPORATION | COM | 060505104 | — | 4,715 shares | $196,742 |
| DISCOVER FINANCIAL SERVICES | COM | 254709108 | — | 1,144 shares | $195,281 |
| NEXTERA ENERGY, INC | COM | 65339F101 | — | 2,755 shares | $195,274 |
| ISHARES S&P SMALLCAP 600 VALUE INDEX | SP SMCP600VL ETF | 464287879 | — | 2,000 shares | $194,960 |
| SOUTHERN COMPANY | COM | 842587107 | — | 2,116 shares | $194,566 |
| VANGUARD INT TERM CORP | INT-TERM CORP | 92206C870 | — | 2,366 shares | $193,444 |
| INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | S&P500 EQL WGT | 46137V357 | — | 1,116 shares | $193,263 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | — | 5,854 shares | $193,133 |
| VANGUARD INFO TECH ETF | INF TECH ETF | 92204A702 | — | 355 shares | $192,545 |
| EVERSOURCE ENERGY | COM | 30040W108 | — | 3,091 shares | $191,993 |
| INTUIT INC | COM | 461202103 | — | 307 shares | $188,495 |
| ISHARES RUSSELL MIDCAP VALUE INDEX | RUS MDCP VAL ETF | 464287473 | — | 1,496 shares | $188,452 |
| ISHARES S&P SMALLCAP 600 INDEX FUND | CORE S&P SCP ETF | 464287804 | — | 1,794 shares | $187,599 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 419 shares | $187,228 |
| LINDE PLC | SHS | G54950103 | — | 401 shares | $186,722 |
| CABLE ONE INC | COM | 12685J105 | — | 700 shares | $186,039 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 3,001 shares | $185,390 |
| VERIZON COMMUNICATIONS | COM | 92343V104 | — | 4,034 shares | $182,971 |
| FEDERAL REALTY INVESTMENT TRUST | SH BEN INT NEW | 313745101 | — | 1,866 shares | $182,533 |
| SPDR NYSE TECHNOLOGY ETF | NYSE TECH ETF | 78464A102 | — | 950 shares | $182,220 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 1,555 shares | $181,422 |
| VANGUARD MID-CAP ETF INDEX FDS | MID CAP ETF | 922908629 | — | 700 shares | $181,034 |
| CORNING, INC | COM | 219350105 | — | 3,945 shares | $180,603 |
| EMERSON ELECTRIC CO | COM | 291011104 | — | 1,642 shares | $180,029 |
| ISHARES TR | MSCI USA ESG SLC | 464288802 | — | 1,565 shares | $179,772 |
| SCHWAB U.S. MID-CAP ETF | US MID-CAP ETF | 808524508 | — | 6,817 shares | $178,593 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | — | 558 shares | $177,244 |
| ISHARES S&P 500 GROWTH INDEX FUND | S&P 500 GRWT ETF | 464287309 | — | 1,892 shares | $175,635 |
| ISHARES EXPONENTIAL TECHNOLOGY ETF | EXPONENTIAL TECH | 46434V381 | — | 3,046 shares | $175,328 |
| PAYPAL HOLDINGS INC. | COM | 70450Y103 | — | 2,685 shares | $175,197 |
| SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | — | 2,219 shares | $173,950 |
| ELME COMMUNITIES | SH BEN INT | 939653101 | — | 9,984 shares | $173,722 |
| INVESCO BUYBACK ACHIEVERS ETF | BUYBACK ACHIEV | 46137V308 | — | 1,534 shares | $172,828 |
| AIR PRODUCTS & CHEMICALS INC | COM | 009158106 | — | 586 shares | $172,823 |
| LISTED FD TR | OVERLAY SHS SHRT | 53656F573 | — | 7,814 shares | $172,428 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | CORE MSCI EMKT | 46434G103 | — | 3,143 shares | $169,628 |
| BXP INC | COM | 101121101 | — | 2,500 shares | $167,975 |
| VERALTO CORP | COM SHS | 92338C103 | — | 1,719 shares | $167,517 |
| GILEAD SCIENCES, INC. | COM | 375558103 | — | 1,489 shares | $166,842 |
| MERCK & CO INC | COM | 58933Y105 | — | 1,857 shares | $166,650 |
| UNITEDHEALTH GROUP INCORPORATED | COM | 91324P102 | — | 318 shares | $166,553 |
| M&T BANK CORPORATION | COM | 55261F104 | — | 930 shares | $166,238 |
| LISTED FD TR | SHARES LAG CAP | 53656F805 | — | 3,777 shares | $165,414 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 779 shares | $164,680 |
| SOUTHERN COMPANY | COM | 842587107 | — | 1,781 shares | $163,790 |
| SCHWAB US SMALL- CAP ETF | US SML CAP ETF | 808524607 | — | 6,979 shares | $163,528 |
| PROSHARES TR | S&P 500 DV ARIST | 74348A467 | — | 1,600 shares | $163,488 |
| ILLINOIS TOOL WORKS | COM | 452308109 | — | 653 shares | $162,010 |
| ACUITY INC | COM | 00508Y102 | — | 611 shares | $160,907 |
| PAYCHEX INC | COM | 704326107 | — | 1,039 shares | $160,297 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 4,666 shares | $159,298 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 339 shares | $158,964 |
| SCHWAB INTL EQUITY ETF | INTL EQTY ETF | 808524805 | — | 8,033 shares | $158,884 |
| CLOROX COMPANY | COM | 189054109 | — | 1,074 shares | $158,147 |
| INVESCO EXCH TRADED FD TR II | S&P SMALLCAP ENE | 46138G474 | — | 3,763 shares | $157,650 |
| ALTRIA GROUP, INC | COM | 02209S103 | — | 2,620 shares | $157,252 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 2,258 shares | $156,796 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 | — | 1,934 shares | $154,933 |
| ISHARES CORE MSCI EAFE ETF | CORE MSCI EAFE | 46432F842 | — | 2,043 shares | $154,528 |
| VANGUARD VALUE ETF | VALUE ETF | 922908744 | — | 893 shares | $154,257 |
| WELLS FARGO COMPANY | COM | 949746101 | — | 2,141 shares | $153,703 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 2,965 shares | $153,528 |
| ROYAL GOLD INC | COM | 780287108 | — | 937 shares | $153,209 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | — | 6,243 shares | $151,962 |
| SPDR S&P SEMICONDUCTOR ETF | S&P SEMICNDCTR | 78464A862 | — | 753 shares | $151,180 |
| MARRIOTT VACATIONS WORLDWIDE CORP | COM | 57164Y107 | — | 2,350 shares | $150,964 |
| ANALOG DEVICES INC | COM | 032654105 | — | 745 shares | $150,244 |
| YUM BRANDS INC | COM | 988498101 | — | 950 shares | $149,492 |
| VANGUARD HEALTH CARE ETF | HEALTH CAR ETF | 92204A504 | — | 560 shares | $148,249 |
| BRISTOL-MYERS SQUIBB COMPANY | COM | 110122108 | — | 2,417 shares | $147,413 |
| ISHARES TR | US CONSUM DISCRE | 464287580 | — | 1,660 shares | $146,620 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 2,909 shares | $144,346 |
| EMERSON ELECTRIC CO | COM | 291011104 | — | 1,315 shares | $144,177 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 | — | 1,506 shares | $144,163 |
| TEXAS INSTRUMENTS, INC | COM | 882508104 | — | 802 shares | $144,119 |
| ISHARES RUSSELL 2000 VALUE INDEX FUND | RUS 2000 VAL ETF | 464287630 | — | 953 shares | $143,884 |
| SPDR GOLD TRUST | GOLD SHS | 78463V107 | — | 498 shares | $143,494 |
| ROPER INDUSTRIES, INC | COM | 776696106 | — | 240 shares | $141,500 |
| ISHARES S&P MIDCAP 400/BARRA VALUE INDEX | S&P MC 400VL ETF | 464287705 | — | 1,178 shares | $141,042 |
| NORTHROP GRUMMAN CORPORATION | COM | 666807102 | — | 275 shares | $140,803 |
| APPLIED MATERIALS, INC | COM | 038222105 | — | 967 shares | $140,332 |
| 3M COMPANY | COM | 88579Y101 | — | 952 shares | $139,811 |
| STANLEY BLACK & DECKER | COM | 854502101 | — | 1,817 shares | $139,691 |
| MCCORMICK & CO INC | COM VTG | 579780107 | — | 1,700 shares | $139,485 |
| GE VERNOVA INC. | COM | 36828A101 | — | 449 shares | $137,071 |
| PFIZER, INC | COM | 717081103 | — | 5,317 shares | $134,723 |
| METTLER-TOLEDO INTERNATIONAL INC | COM | 592688105 | — | 113 shares | $133,443 |
| HONEYWELL INTERNATIONAL, INC | COM | 438516106 | — | 623 shares | $131,921 |
| MOLINA HEALTHCARE INC | COM | 60855R100 | — | 400 shares | $131,756 |
| SPDR SER TR | S&P DIVID ETF | 78464A763 | — | 970 shares | $131,610 |
| CHURCH & DWIGHT CO | COM | 171340102 | — | 1,185 shares | $130,457 |