Sandy Spring Bank Top Holdings and 13F Report (2024)

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About Sandy Spring Bank

Investment Activity

Sandy Spring Bank has $2.20 billion in total holdings as of March 31, 2024.
Sandy Spring Bank owns shares of 1,279 different stocks, but just 96 companies or ETFs make up 80% of its holdings.
Approximately 11.31% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Sandy Spring Bank has purchased 1,211 new stocks and bought additional shares in 352 stocks.
Sandy Spring Bank sold shares of 297 stocks and completely divested from 71 stocks this quarter.

Largest Holdings

iShares Core S&P Mid-Cap ETF: $144,094,567
iShares Core S&P 500 ETF: $115,577,101
Microsoft: $89,837,479
iShares Core S&P Small-Cap ETF: $71,086,473
NVIDIA: $66,027,773

Largest New Holdings this Quarter

iShares 0-5 Year TIPS Bond ETF: $218,547 Holding
GRAYSCALE BITCOIN TR BTC: $130,510 Holding
iShares MSCI EAFE Value ETF: $114,295 Holding
Monster Beverage: $75,701 Holding
Expeditors International of Washington: $56,652 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 1,909,785 shares (about $116.00M)
Home Depot: 39,318 shares (about $15.08M)
Walmart: 188,130 shares (about $11.32M)
Thermo Fisher Scientific: 19,100 shares (about $11.10M)
PepsiCo: 58,735 shares (about $10.28M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 108,324 shares (about $56.66M)
Apple: 298,257 shares (about $51.15M)
iShares Core S&P U.S. Value ETF: 404,424 shares (about $36.57M)
Apple: 187,716 shares (about $32.19M)
Mastercard: 32,731 shares (about $15.76M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IJH iShares Core S&P Mid-Cap ETF	$144,094,567	$116,000,318 ▲	412.9%	2,372,318	6.6%	ETF
IVV iShares Core S&P 500 ETF	$115,577,101	$939,480 ▲	0.8%	219,841	5.3%	ETF
MSFT Microsoft	$89,837,479	$497,290 ▼	-0.6%	213,533	4.1%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$71,086,473	$1,218,813 ▲	1.7%	643,201	3.2%	ETF
NVDA NVIDIA	$66,027,773	$1,310,165 ▼	-1.9%	73,075	3.0%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$56,555,052	$2,399,331 ▼	-4.1%	108,121	2.6%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$53,611,883	$1,796,058 ▼	-3.2%	96,355	2.4%	ETF
AAPL Apple	$50,779,503	$32,189,532 ▼	-38.8%	296,125	2.3%	Computer and Technology
AMZN Amazon.com	$45,818,956	$1,237,946 ▲	2.8%	254,014	2.1%	Retail/Wholesale
IUSV iShares Core S&P U.S. Value ETF	$35,575,117	$1,041,417 ▼	-2.8%	393,356	1.6%	Manufacturing
JPM JPMorgan Chase & Co.	$33,368,773	$639,358 ▼	-1.9%	166,594	1.5%	Finance
IUSG iShares Core S&P U.S. Growth ETF	$32,412,067	$1,259,773 ▼	-3.7%	276,530	1.5%	Manufacturing
AAPL Apple	$31,823,944	$51,145,110 ▼	-61.6%	185,584	1.4%	Computer and Technology
GOOG Alphabet	$31,295,357	$230,978 ▼	-0.7%	205,539	1.4%	Computer and Technology
BRK.B Berkshire Hathaway	$30,772,816	$2,425,139 ▲	8.6%	73,178	1.4%	Finance
DON WisdomTree U.S. MidCap Dividend Fund	$29,229,959	$54,671 ▲	0.2%	599,343	1.3%	Finance
JEPI JPMorgan Equity Premium Income ETF	$28,942,610	$4,505,037 ▲	18.4%	500,218	1.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$22,457,194	$103,701 ▲	0.5%	447,622	1.0%	ETF
GOOGL Alphabet	$21,825,482	$117,725 ▲	0.5%	144,607	1.0%	Computer and Technology
DHR Danaher	$20,060,612	$581,851 ▼	-2.8%	80,332	0.9%	Multi-Sector Conglomerates
HD Home Depot	$19,512,423	$15,082,559 ▲	340.5%	50,866	0.9%	Retail/Wholesale
MCD McDonald's	$18,366,733	$209,488 ▲	1.2%	65,142	0.8%	Retail/Wholesale
META Meta Platforms	$17,691,779	$563,763 ▲	3.3%	36,434	0.8%	Computer and Technology
JNJ Johnson & Johnson	$17,410,448	$679,738 ▼	-3.8%	110,061	0.8%	Medical
WMT Walmart	$17,208,378	$11,319,781 ▲	192.2%	285,996	0.8%	Retail/Wholesale
PANW Palo Alto Networks	$17,185,321	$1,101,288 ▲	6.8%	60,484	0.8%	Computer and Technology
TMO Thermo Fisher Scientific	$17,158,255	$11,100,964 ▲	183.3%	29,522	0.8%	Medical
COST Costco Wholesale	$15,792,568	$72,530 ▲	0.5%	21,556	0.7%	Retail/Wholesale
DIS Walt Disney	$15,186,781	$180,236 ▼	-1.2%	124,116	0.7%	Consumer Discretionary
ACN Accenture	$15,114,970	$128,246 ▲	0.9%	43,608	0.7%	Business Services
MA Mastercard	$14,979,831	$8,720,818 ▼	-36.8%	31,106	0.7%	Business Services
LOW Lowe's Companies	$14,844,272	$107,495 ▼	-0.7%	58,275	0.7%	Retail/Wholesale
ABT Abbott Laboratories	$14,519,868	$2,243,085 ▼	-13.4%	127,748	0.7%	Medical
BX Blackstone	$12,819,137	$206,514 ▼	-1.6%	97,580	0.6%	Finance
V Visa	$12,623,553	$254,799 ▼	-2.0%	45,233	0.6%	Business Services
LLY Eli Lilly and Company	$12,550,312	$230,281 ▲	1.9%	16,132	0.6%	Medical
IQLT iShares MSCI Intl Quality Factor ETF	$12,452,646	$2,747,328 ▲	28.3%	313,985	0.6%	ETF
XOM Exxon Mobil	$12,283,476	$5,115 ▼	0.0%	105,673	0.6%	Oils/Energy
AXP American Express	$11,976,539	$632,298 ▼	-5.0%	52,600	0.5%	Finance
CRM Salesforce	$11,833,062	$127,399 ▲	1.1%	39,289	0.5%	Computer and Technology
ADBE Adobe	$11,608,828	$375,422 ▲	3.3%	23,006	0.5%	Computer and Technology
PEP PepsiCo	$11,527,870	$10,279,178 ▲	823.2%	65,870	0.5%	Consumer Staples
ZTS Zoetis	$11,515,205	$236,555 ▲	2.1%	68,053	0.5%	Medical
GS The Goldman Sachs Group	$11,483,341	$252,289 ▼	-2.1%	27,492	0.5%	Finance
DFUV Dimensional US Marketwide Value ETF	$11,384,278	$2,777,480 ▲	32.3%	278,344	0.5%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$10,828,908	$1,511,903 ▲	16.2%	198,951	0.5%	ETF
NEE NextEra Energy	$10,689,261	$178,181 ▲	1.7%	167,255	0.5%	Utilities
TJX TJX Companies	$10,510,257	$207,302 ▲	2.0%	103,631	0.5%	Retail/Wholesale
MCHP Microchip Technology	$10,158,313	$10,048 ▲	0.1%	113,235	0.5%	Computer and Technology
ORCL Oracle	$10,103,411	$299,705 ▲	3.1%	80,435	0.5%	Computer and Technology
VONG Vanguard Russell 1000 Growth ETF	$10,033,873	$500,779 ▲	5.3%	115,771	0.5%	ETF
SCHW Charles Schwab	$9,975,963	$363,149 ▼	-3.5%	137,903	0.5%	Finance
IYW iShares U.S. Technology ETF	$9,907,858	$189,759 ▼	-1.9%	73,359	0.5%	Manufacturing
AMT American Tower	$9,731,502	$120,530 ▲	1.3%	49,251	0.4%	Finance
ELV Elevance Health	$9,605,226	$155,559 ▼	-1.6%	18,524	0.4%	Medical
VUG Vanguard Growth ETF	$9,552,014	$8,006,881 ▲	518.2%	27,751	0.4%	ETF
RTX RTX	$9,440,496	$6,171,199 ▼	-39.5%	96,796	0.4%	Aerospace
SYK Stryker	$9,357,586	$408,330 ▼	-4.2%	26,148	0.4%	Medical
CSCO Cisco Systems	$9,250,927	$287,682 ▼	-3.0%	185,352	0.4%	Computer and Technology
PG Procter & Gamble	$9,077,895	$197,945 ▼	-2.1%	55,950	0.4%	Consumer Staples
IWB iShares Russell 1000 ETF	$8,868,741	$178,003 ▼	-2.0%	30,791	0.4%	ETF
BLK BlackRock	$8,364,512	$5,133,925 ▲	158.9%	10,033	0.4%	Finance
WM Waste Management	$8,300,488	$196,524 ▼	-2.3%	38,942	0.4%	Business Services
ETN Eaton	$8,223,172	$232,634 ▲	2.9%	26,299	0.4%	Industrial Products
MA Mastercard	$7,938,200	$15,762,268 ▼	-66.5%	16,484	0.4%	Business Services
COF Capital One Financial	$7,874,495	$265,173 ▼	-3.3%	52,888	0.4%	Finance
XLK Technology Select Sector SPDR Fund	$7,674,333	$128,503 ▼	-1.6%	36,848	0.3%	ETF
SHEL Shell	$7,518,772	$269,164 ▲	3.7%	112,154	0.3%	Oils/Energy
NKE NIKE	$7,367,294	$615,562 ▼	-7.7%	78,393	0.3%	Consumer Discretionary
VWO Vanguard FTSE Emerging Markets ETF	$7,251,842	$468,074 ▲	6.9%	173,614	0.3%	ETF
MAR Marriott International	$7,238,522	$3,558,580 ▼	-33.0%	28,689	0.3%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$7,127,796	$231,557 ▼	-3.1%	52,391	0.3%	Computer and Technology
FTV Fortive	$7,062,614	$82,924 ▼	-1.2%	82,104	0.3%	Computer and Technology
ABBV AbbVie	$7,025,702	$247,295 ▼	-3.4%	38,581	0.3%	Medical
VCSH Vanguard Short-Term Corporate Bond ETF	$6,852,914	$590,803 ▼	-7.9%	88,642	0.3%	ETF
MDLZ Mondelez International	$6,644,526	$32,550 ▼	-0.5%	94,922	0.3%	Consumer Staples
UNH UnitedHealth Group	$6,595,012	$9,400 ▲	0.1%	13,331	0.3%	Medical
RTX RTX	$6,566,012	$9,045,712 ▼	-57.9%	67,323	0.3%	Aerospace
QQQ Invesco QQQ	$6,486,635	$441,352 ▼	-6.4%	14,609	0.3%	Finance
XLB Materials Select Sector SPDR Fund	$6,420,280	$370,074 ▲	6.1%	69,117	0.3%	ETF
MRK Merck & Co., Inc.	$6,026,370	$117,171 ▼	-1.9%	45,672	0.3%	Medical
HON Honeywell International	$5,992,685	$31,198 ▼	-0.5%	29,197	0.3%	Multi-Sector Conglomerates
JPST JPMorgan Ultra-Short Income ETF	$5,963,493	$521,754 ▲	9.6%	118,206	0.3%	ETF
UNP Union Pacific	$5,785,514	$60,007 ▼	-1.0%	23,525	0.3%	Transportation
BMY Bristol-Myers Squibb	$5,761,868	$160,683 ▼	-2.7%	106,249	0.3%	Medical
CVX Chevron	$5,722,986	$288,034 ▼	-4.8%	36,281	0.3%	Oils/Energy
EFA iShares MSCI EAFE ETF	$5,715,888	$339,404 ▼	-5.6%	71,574	0.3%	Finance
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$5,712,800	$2,903 ▲	0.1%	230,262	0.3%	ETF
LH Laboratory Co. of America	$5,611,145	$163,190 ▼	-2.8%	25,685	0.3%	Medical
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$5,572,889	$128,282 ▲	2.4%	234,155	0.3%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$5,553,384	$1,268,558 ▲	29.6%	60,859	0.3%	ETF
QCOM QUALCOMM	$5,552,359	$70,767 ▲	1.3%	32,796	0.3%	Computer and Technology
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$5,493,824	$63,417 ▲	1.2%	230,349	0.3%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$5,466,499	$182,429 ▲	3.5%	219,494	0.2%	ETF
CAT Caterpillar	$5,386,796	$240,008 ▼	-4.3%	14,701	0.2%	Industrial Products
COP ConocoPhillips	$5,373,851	$32,202 ▼	-0.6%	42,220	0.2%	Oils/Energy
CVS CVS Health	$5,300,850	$694,311 ▼	-11.6%	66,460	0.2%	Retail/Wholesale
VZ Verizon Communications	$5,244,244	$220,332 ▼	-4.0%	124,982	0.2%	Computer and Technology
XLY Consumer Discretionary Select Sector SPDR Fund	$5,225,602	$380,101 ▼	-6.8%	28,417	0.2%	Finance
XLF Financial Select Sector SPDR Fund	$5,189,904	$192,067 ▼	-3.6%	123,217	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Sandy Spring Bank Top Holdings and 13F Report (2024)

About Sandy Spring Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Sandy Spring Bank Top Holdings and 13F Report (2024)

About Sandy Spring Bank

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSandy Spring Bank

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information