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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) |
|---|---|---|---|---|---|
| VANGUARD MID-CAP GROWTH ETF | MCAP GR IDXVIP | 922908538 | — | 360 shares | $88,070 |
| PROSHARES TR | PSHS ULTRA QQQ | 74347R206 | — | 990 shares | $87,993 |
| UNITED AIRLS HLDGS INC | COM | 910047109 | — | 1,270 shares | $87,713 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 | — | 1,453 shares | $87,428 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 455 shares | $86,478 |
| LIBERTY ALL-STAR GROWTH FD I | COM | 529900102 | — | 17,626 shares | $86,192 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | — | 335 shares | $86,106 |
| CATERPILLAR INC | COM | 149123101 | — | 261 shares | $85,934 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | — | 757 shares | $85,678 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 1,941 shares | $85,307 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 731 shares | $85,253 |
| CENTENE CORP DEL | COM | 15135B101 | — | 1,400 shares | $84,994 |
| THERMO FISHER SCIENTIFIC, INC | COM | 883556102 | — | 170 shares | $84,592 |
| WEC ENERGY GROUP INC. | COM | 92939U106 | — | 770 shares | $83,915 |
| BLACKROCK INVT QUALITY MUN T | COM | 09247D105 | — | 7,300 shares | $83,877 |
| PROLOGIS, INC | COM | 74340W103 | — | 750 shares | $83,843 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 | — | 895 shares | $83,826 |
| ISHARES CORE MSCI EAFE ETF | CORE MSCI EAFE | 46432F842 | — | 1,107 shares | $83,745 |
| SPDR S&P REGIONAL BANKING ETF | S&P REGL BKG | 78464A698 | — | 1,471 shares | $83,615 |
| MEDTRONIC HLDG | SHS | G5960L103 | — | 929 shares | $83,480 |
| FEDERAL REALTY INVESTMENT TRUST | SH BEN INT NEW | 313745101 | — | 850 shares | $83,147 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | — | 487 shares | $83,132 |
| CINTAS CORP | COM | 172908105 | — | 404 shares | $83,035 |
| EAGLE BANCORP INC MD | COM | 268948106 | — | 3,950 shares | $82,950 |
| ENERGY TRANSFER EQUITY LP | COM UT LTD PTN | 29273V100 | — | 4,450 shares | $82,726 |
| JACOBS SOLUTIONS INC | COM | 46982L108 | — | 684 shares | $82,689 |
| VANGUARD FTSE ALL-WORLD EX US INDEX FUND | ALLWRLD EX US | 922042775 | — | 1,359 shares | $82,437 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 1,997 shares | $82,177 |
| IPG PHOTONICS CORP | COM | 44980X109 | — | 1,300 shares | $82,082 |
| FEDEX CORP | COM | 31428X106 | — | 335 shares | $81,667 |
| SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | — | 1,595 shares | $81,633 |
| PROSHARES TR | S&P MDCP 400 DIV | 74347B680 | — | 1,005 shares | $81,054 |
| MOODYS CORP | COM | 615369105 | — | 174 shares | $80,834 |
| PNC FINANCIAL SERVICES GROUP | COM | 693475105 | — | 458 shares | $80,503 |
| ROPER INDUSTRIES, INC | COM | 776696106 | — | 136 shares | $80,183 |
| ISHARES RUSSELL MIDCAP INDEX FUND | RUS MID CAP ETF | 464287499 | — | 940 shares | $79,966 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 349 shares | $79,415 |
| ISHARES S&P MIDCAP 400/BARRA VALUE INDEX | S&P MC 400VL ETF | 464287705 | — | 663 shares | $79,381 |
| AMPLIFY ETF TR | BLOCKCHAIN LDR | 032108607 | — | 2,147 shares | $79,167 |
| UBS GROUP AG | SHS | H42097107 | — | 2,564 shares | $78,536 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 1,078 shares | $78,371 |
| AIR PRODUCTS & CHEMICALS INC | COM | 009158106 | — | 265 shares | $78,154 |
| COMCAST CORPORATION CLASS A | CL A | 20030N101 | — | 2,118 shares | $78,154 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | SPONSORED ADS | 874039100 | — | 470 shares | $78,020 |
| INTEL CORPORATION | COM | 458140100 | — | 3,424 shares | $77,752 |
| IRON MTN INC DEL | COM | 46284V101 | — | 900 shares | $77,451 |
| SCHWAB US BROAD MARKET ETF | US BRD MKT ETF | 808524102 | — | 3,588 shares | $77,250 |
| PNC FINANCIAL SERVICES GROUP | COM | 693475105 | — | 438 shares | $76,988 |
| CANADIAN NAT RES LTD | COM | 136385101 | — | 2,500 shares | $76,985 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 1,214 shares | $76,968 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 | — | 2,116 shares | $76,469 |
| CHENIERE ENERGY, INC | COM NEW | 16411R208 | — | 330 shares | $76,362 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 985 shares | $76,318 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 157 shares | $76,117 |
| ISHARES TR | US INFRASTRUC | 46435U713 | — | 1,688 shares | $76,079 |
| INVESCO S&P SMALLCAP 600 REVENUE ETF | S&P SMALLCAP 600 | 46138G664 | — | 1,864 shares | $75,865 |
| ISHARES TR PHLX SEMICONDUCTOR ETF | ISHARES SEMICDTR | 464287523 | — | 402 shares | $75,645 |
| WELLS FARGO COMPANY | COM | 949746101 | — | 1,040 shares | $74,680 |
| VANGUARD REIT ETF | REAL ESTATE ETF | 922908553 | — | 822 shares | $74,424 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | — | 509 shares | $74,320 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 1,257 shares | $74,113 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 1,025 shares | $74,005 |
| FTI CONSULTING INC | COM | 302941109 | — | 450 shares | $73,836 |
| PG&E CORP | COM | 69331C108 | — | 4,296 shares | $73,806 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 300 shares | $73,209 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 600 shares | $73,206 |
| ISHARES S&P SMALL CAP 600 GROWTH | S&P SML 600 GWT | 464287887 | — | 587 shares | $73,082 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 693 shares | $72,814 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 1,242 shares | $72,682 |
| UNITEDHEALTH GROUP INCORPORATED | COM | 91324P102 | — | 138 shares | $72,278 |
| TWILIO INC | CL A | 90138F102 | — | 735 shares | $71,964 |
| SYSCO CORP | COM | 871829107 | — | 958 shares | $71,889 |
| ISHARES TR | ESG MSCI KLD 400 | 464288570 | — | 700 shares | $71,687 |
| HARBOR COMMODITY ALL WEATHER STRATEGY ETF | HARBOR COMMODITY | 41151J505 | — | 2,975 shares | $71,549 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 295 shares | $71,438 |
| ISHARES EDGE MSCI USA QUALITY | MSCI USA QLT FCT | 46432F339 | — | 418 shares | $71,432 |
| CHEMUNG FINL CORP | COM | 164024101 | — | 1,500 shares | $71,355 |
| GRAYSCALE BITCOIN MINI TR ETF | SHS NEW | 389930207 | — | 1,954 shares | $71,302 |
| AGCO CORPORATION | COM | 001084102 | — | 766 shares | $70,909 |
| ALLSTATE CORPORATION | COM | 020002101 | — | 342 shares | $70,818 |
| ISHARES TR | US INDUSTRIALS | 464287754 | — | 542 shares | $70,613 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 337 shares | $70,587 |
| ROSS STORES, INC | COM | 778296103 | — | 550 shares | $70,285 |
| WEYERHAEUSER COMPANY | COM NEW | 962166104 | — | 2,400 shares | $70,272 |
| TARGET CORPORATION | COM | 87612E106 | — | 673 shares | $70,235 |
| FIRST TRUST DJ INTERNET IND | DJ INTERNT IDX | 33733E302 | — | 315 shares | $69,977 |
| CARDINAL HEALTH, INC | COM | 14149Y108 | — | 506 shares | $69,712 |
| NATIONAL FUEL GAS CO | COM | 636180101 | — | 880 shares | $69,688 |
| NORFOLK SOUTHERN CORPORATION | COM | 655844108 | — | 293 shares | $69,410 |
| EXACT SCIENCES CORP | COM | 30063P105 | — | 1,600 shares | $69,264 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 1,477 shares | $69,139 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 15 shares | $69,104 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 259 shares | $68,628 |
| ANALOG DEVICES INC | COM | 032654105 | — | 340 shares | $68,568 |
| BARRICK GOLD CORP | COM | 067901108 | — | 3,498 shares | $68,002 |
| COLGATE-PALMOLIVE CO | COM | 194162103 | — | 715 shares | $66,996 |
| PACER FDS TR | GLOBL CASH ETF | 69374H709 | — | 1,810 shares | $66,934 |
| ISHARES | 1 3 YR TREAS BD | 464287457 | — | 808 shares | $66,846 |
| INVESCO EXCHANGE TRADED FD T | NASDAQ INTERNT | 46137V530 | — | 1,500 shares | $66,195 |
| GENERAL MILLS INC | COM | 370334104 | — | 1,106 shares | $66,099 |