Sandy Spring Bank Top Holdings and 13F Report (2025)

About Sandy Spring Bank

Investment Activity

Sandy Spring Bank has $2.38 billion in total holdings as of March 31, 2025.
Sandy Spring Bank owns shares of 1,229 different stocks, but just 93 companies or ETFs make up 80% of its holdings.
Approximately 12.69% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Sandy Spring Bank has purchased 1,231 new stocks and bought additional shares in 313 stocks.
Sandy Spring Bank sold shares of 354 stocks and completely divested from 125 stocks this quarter.

Largest Holdings

iShares Core S&P Mid-Cap ETF: $138,633,120
iShares Core S&P 500 ETF: $107,973,750
Apple: $103,970,814
NVIDIA: $77,544,977
Microsoft: $75,291,708

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway: $4,790,650 Holding
092528603 - iShares Flexible Income Active ETF: $538,187 Holding
46435U135 - iShares Cybersecurity and Tech ETF: $117,310 Holding
05589T104 - BNY Mellon Municipal Income: $101,389 Holding
31609A305 - FIDELITY COVINGTON TRUST: $96,107 Holding

Largest Purchases this Quarter

SPDR S&P MidCap 400 ETF Trust: 89,473 shares (about $47.73M)
Vanguard FTSE Developed Markets ETF: 495,509 shares (about $25.19M)
RTX: 163,788 shares (about $21.70M)
JPMorgan Chase & Co.: 77,977 shares (about $19.13M)
Blackstone: 98,005 shares (about $13.70M)

Largest Sales this Quarter

iShares Core S&P Mid-Cap ETF: 2,344,872 shares (about $136.82M)
iShares Core S&P 500 ETF: 187,791 shares (about $105.52M)
Berkshire Hathaway: 78,180 shares (about $41.64M)
iShares Core S&P 500 ETF: 44,622 shares (about $25.07M)
Berkshire Hathaway: 11,716 shares (about $6.24M)

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	$138,633,120	$4,434,658 ▼	-3.1%	2,375,889	5.8%	ETF
IVV iShares Core S&P 500 ETF	$107,973,750	$25,073,141 ▼	-18.8%	192,158	4.5%	ETF
AAPL Apple	$103,970,814	$2,586,925 ▼	-2.4%	468,063	4.4%	Computer and Technology
NVDA NVIDIA	$77,544,977	$14,089 ▲	0.0%	715,491	3.3%	Computer and Technology
MSFT Microsoft	$75,291,708	$2,834,199 ▼	-3.6%	200,569	3.2%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$72,656,570	$2,070,172 ▲	2.9%	694,813	3.1%	ETF
SPY SPDR S&P 500 ETF Trust	$59,802,228	$1,260,867 ▼	-2.1%	106,906	2.5%	Finance
AMZN Amazon.com	$49,784,393	$213,852 ▲	0.4%	261,665	2.1%	Retail/Wholesale
MDY SPDR S&P MidCap 400 ETF Trust	$49,096,927	$47,732,279 ▲	3,497.8%	92,031	2.1%	ETF
JEPI JPMorgan Equity Premium Income ETF	$44,038,619	$2,046,813 ▲	4.9%	770,714	1.9%	ETF
BRK.B Berkshire Hathaway	$43,513,032	$6,239,733 ▼	-12.5%	81,702	1.8%	Finance
JPM JPMorgan Chase & Co.	$38,886,689	$19,127,766 ▲	96.8%	158,527	1.6%	Finance
IQLT iShares MSCI Intl Quality Factor ETF	$36,419,768	$10,371,826 ▲	39.8%	917,606	1.5%	ETF
IUSV iShares Core S&P U.S. Value ETF	$33,412,339	$154,586 ▼	-0.5%	362,036	1.4%	Manufacturing
GOOG Alphabet	$32,025,076	$394,951 ▼	-1.2%	204,986	1.3%	Computer and Technology
IUSG iShares Core S&P U.S. Growth ETF	$29,421,726	$252,890 ▼	-0.9%	231,521	1.2%	Manufacturing
IVV iShares Core S&P 500 ETF	$27,526,919	$105,519,763 ▼	-79.3%	48,989	1.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$25,629,261	$25,186,735 ▲	5,691.6%	504,215	1.1%	ETF
PANW Palo Alto Networks	$23,920,828	$1,141,752 ▲	5.0%	140,183	1.0%	Computer and Technology
MA Mastercard	$23,817,184	$826,026 ▼	-3.4%	43,452	1.0%	Business Services
META Meta Platforms	$23,589,493	$211,526 ▲	0.9%	40,928	1.0%	Computer and Technology
RTX RTX	$21,766,670	$21,695,274 ▲	30,387.4%	164,327	0.9%	Aerospace
WMT Walmart	$21,481,934	$1,581,185 ▼	-6.9%	244,697	0.9%	Retail/Wholesale
DON WisdomTree U.S. MidCap Dividend Fund	$21,442,557	$4,573,568 ▼	-17.6%	433,008	0.9%	Finance
GOOGL Alphabet	$21,125,529	$621,344 ▼	-2.9%	136,611	0.9%	Computer and Technology
LLY Eli Lilly and Company	$21,102,309	$3,754,642 ▲	21.6%	25,550	0.9%	Medical
COST Costco Wholesale	$20,339,029	$31,211 ▲	0.2%	21,505	0.9%	Retail/Wholesale
MCD McDonald's	$18,673,958	$1,274,481 ▼	-6.4%	59,781	0.8%	Retail/Wholesale
IJK iShares S&P Mid-Cap 400 Growth ETF	$18,662,600	$4,631,693 ▲	33.0%	224,095	0.8%	ETF
HD Home Depot	$16,635,500	$12,449,779 ▲	297.4%	45,391	0.7%	Retail/Wholesale
JNJ Johnson & Johnson	$16,266,345	$1,078,464 ▼	-6.2%	98,084	0.7%	Medical
VONG Vanguard Russell 1000 Growth ETF	$15,594,195	$1,665,395 ▲	12.0%	168,059	0.7%	ETF
GS The Goldman Sachs Group	$14,989,060	$21,852 ▼	-0.1%	27,438	0.6%	Finance
DFAT Dimensional U.S. Targeted Value ETF	$14,880,615	$1,564,988 ▲	11.8%	289,000	0.6%	ETF
V Visa	$14,746,564	$638,534 ▼	-4.2%	42,078	0.6%	Business Services
TMO Thermo Fisher Scientific	$14,533,706	$197,047 ▼	-1.3%	29,208	0.6%	Medical
XMHQ Invesco S&P MidCap Quality ETF	$14,294,424	$7,862,519 ▲	122.2%	156,172	0.6%	ETF
NEE NextEra Energy	$14,180,982	$475,743 ▲	3.5%	200,042	0.6%	Utilities
DHR Danaher	$13,859,660	$1,777,148 ▼	-11.4%	67,608	0.6%	Medical
ABT Abbott Laboratories	$13,767,440	$336,930 ▼	-2.4%	103,788	0.6%	Medical
BX Blackstone	$13,702,506	$13,699,151 ▲	408,354.2%	98,029	0.6%	Finance
ACN Accenture	$13,442,372	$62,720 ▲	0.5%	43,079	0.6%	Computer and Technology
AXP American Express	$13,394,977	$247,258 ▼	-1.8%	49,786	0.6%	Finance
TJX TJX Companies	$13,262,559	$670,144 ▲	5.3%	108,888	0.6%	Retail/Wholesale
VUG Vanguard Growth ETF	$13,104,055	$925,939 ▲	7.6%	35,338	0.6%	ETF
XOM Exxon Mobil	$12,960,640	$171,973 ▲	1.3%	108,977	0.5%	Energy
LOW Lowe's Companies	$12,906,400	$124,544 ▼	-1.0%	55,338	0.5%	Retail/Wholesale
DFUV Dimensional US Marketwide Value ETF	$12,686,158	$875,506 ▼	-6.5%	307,842	0.5%	ETF
ETN Eaton	$11,275,238	$990,549 ▲	9.6%	41,479	0.5%	Industrials
BLACKROCK INC	$11,157,665	$305,702 ▼	-2.7%	11,789	0.5%	COM
JPST JPMorgan Ultra-Short Income ETF	$10,572,091	$1,057,710 ▲	11.1%	208,811	0.4%	ETF
ZTS Zoetis	$10,137,458	$1,339,587 ▼	-11.7%	61,570	0.4%	Medical
AMT American Tower	$9,889,473	$825,791 ▼	-7.7%	45,448	0.4%	Finance
ORCL Oracle	$9,833,290	$960,498 ▼	-8.9%	70,333	0.4%	Computer and Technology
MAR Marriott International	$9,767,640	$148,875 ▼	-1.5%	41,006	0.4%	Consumer Discretionary
CRM Salesforce	$9,524,461	$90,975 ▼	-0.9%	35,491	0.4%	Computer and Technology
DIS Walt Disney	$9,522,123	$642,342 ▼	-6.3%	96,475	0.4%	Consumer Discretionary
SCHW Charles Schwab	$9,457,658	$8,986,333 ▲	1,906.6%	120,818	0.4%	Finance
IYW iShares U.S. Technology ETF	$9,340,991	$9,067,974 ▲	3,321.4%	66,512	0.4%	Manufacturing
PEP PepsiCo	$9,243,050	$143,343 ▼	-1.5%	61,645	0.4%	Consumer Staples
IWB iShares Russell 1000 ETF	$9,173,408	$29,754 ▲	0.3%	29,906	0.4%	ETF
COF Capital One Financial	$9,151,113	$194,003 ▼	-2.1%	51,038	0.4%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$9,030,099	$107,402 ▲	1.2%	199,516	0.4%	ETF
SYK Stryker	$8,692,783	$444,467 ▼	-4.9%	23,352	0.4%	Medical
NOW ServiceNow	$8,495,611	$1,695,778 ▲	24.9%	10,671	0.4%	Computer and Technology
WM Waste Management	$8,325,101	$252,114 ▼	-2.9%	35,960	0.4%	Business Services
TSM Taiwan Semiconductor Manufacturing	$8,250,366	$198,702 ▲	2.5%	49,701	0.3%	Computer and Technology
BRK.B Berkshire Hathaway	$8,115,324	$41,636,437 ▼	-83.7%	15,238	0.3%	Finance
SHEL Shell	$7,877,648	$7,860,427 ▲	45,645.1%	107,501	0.3%	Energy
PG Procter & Gamble	$7,789,733	$1,556,617 ▼	-16.7%	45,709	0.3%	Consumer Staples
ISRG Intuitive Surgical	$7,771,283	$1,018,771 ▲	15.1%	15,691	0.3%	Medical
SHBI Shore Bancshares	$7,765,218		0.0%	573,502	0.3%	Finance
SPGI S&P Global	$7,489,122	$571,122 ▲	8.3%	14,739	0.3%	Business Services
CHENIERE ENERGY, INC	$7,481,422	$7,405,060 ▲	9,697.3%	32,331	0.3%	COM NEW
XLK Technology Select Sector SPDR Fund	$7,104,153	$7,096,720 ▲	95,472.2%	34,406	0.3%	ETF
CSCO Cisco Systems	$7,025,250	$643,759 ▼	-8.4%	113,843	0.3%	Computer and Technology
XLB Materials Select Sector SPDR Fund	$6,762,069	$6,760,779 ▲	524,213.3%	78,647	0.3%	ETF
EFA iShares MSCI EAFE ETF	$6,717,154	$5,140,580 ▲	326.1%	82,187	0.3%	Finance
AZN AstraZeneca	$6,711,621	$639,300 ▲	10.5%	91,315	0.3%	Medical
UNH UnitedHealth Group	$6,555,562	$356,138 ▼	-5.2%	12,517	0.3%	Medical
DFUS Dimensional U.S. Equity ETF	$6,344,209	$44,513 ▲	0.7%	104,898	0.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$6,244,501	$136,823,297 ▼	-95.6%	107,018	0.3%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$6,031,242	$252,850 ▲	4.4%	249,431	0.3%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$6,006,095	$280,007 ▲	4.9%	237,771	0.3%	ETF
APD Air Products and Chemicals	$6,003,527	$88,478 ▲	1.5%	20,356	0.3%	Basic Materials
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$5,954,764	$211,547 ▲	3.7%	245,963	0.3%	ETF
MCHP Microchip Technology	$5,948,040	$283,973 ▲	5.0%	122,868	0.3%	Computer and Technology
ABBV AbbVie	$5,904,128	$1,532,446 ▼	-20.6%	28,179	0.2%	Medical
TT Trane Technologies	$5,866,620	$499,975 ▲	9.3%	17,413	0.2%	Construction
HON Honeywell International	$5,774,423	$4,659 ▲	0.1%	27,270	0.2%	Multi-Sector Conglomerates
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$5,759,717	$252,788 ▲	4.6%	249,015	0.2%	ETF
QCOM QUALCOMM	$5,688,637	$109,985 ▲	2.0%	37,033	0.2%	Computer and Technology
AVGO Broadcom	$5,671,873	$5,568,401 ▲	5,381.6%	33,876	0.2%	Computer and Technology
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$5,634,642	$5,630,803 ▲	146,683.2%	271,549	0.2%	ETF
QQQ Invesco QQQ	$5,628,664	$5,356,211 ▲	1,965.9%	12,003	0.2%	Finance
TMUS T-Mobile US	$5,594,163	$4,534 ▼	-0.1%	20,975	0.2%	Computer and Technology
VZ Verizon Communications	$5,565,703	$77,838 ▼	-1.4%	122,701	0.2%	Computer and Technology
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$5,547,049	$228,668 ▲	4.3%	255,389	0.2%	ETF
XLF Financial Select Sector SPDR Fund	$5,530,850	$99,769 ▼	-1.8%	111,039	0.2%	ETF
LABCORP HOLDINGS INC	$5,463,804	$293,020 ▼	-5.1%	23,476	0.2%	COM SHS

Showing largest 100 holdings. View all holdings.

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Sandy Spring Bank Top Holdings and 13F Report (2025)

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Sandy Spring Bank Top Holdings and 13F Report (2025)

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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools