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

About Sandy Spring Bank

Investment Activity

  • Sandy Spring Bank has $2.47 billion in total holdings as of December 31, 2024.
  • Sandy Spring Bank owns shares of 1,277 different stocks, but just 90 companies or ETFs make up 80% of its holdings.
  • Approximately 8.88% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Sandy Spring Bank has purchased 1,251 new stocks and bought additional shares in 290 stocks.
  • Sandy Spring Bank sold shares of 369 stocks and completely divested from 84 stocks this quarter.

Largest Holdings

Apple
$120,128,883
NVIDIA
$96,065,845
Microsoft
$87,722,366

Largest New Holdings this Quarter

BLACKROCK INC
$12,415,713 Holding
Boston Properties
$275,504 Holding
APTIV PLC
$239,743 Holding
TCW Transform Systems ETF
$217,710 Holding

Largest Purchases this Quarter

SPDR S&P MidCap 400 ETF Trust
90,001 shares (about $51.26M)
Vanguard FTSE Developed Markets ETF
472,359 shares (about $22.59M)
Palo Alto Networks
68,450 shares (about $12.46M)
BLACKROCK INC
12,112 shares (about $12.42M)
RTX
98,205 shares (about $11.36M)

Largest Sales this Quarter

Ionis Pharmaceuticals
34 shares (about $∞T)
JPMorgan Chase & Co.
84,206 shares (about $20.19M)
JPMorgan Chase & Co.
77,045 shares (about $18.47M)
Blackstone
96,260 shares (about $16.60M)
Home Depot
38,642 shares (about $15.03M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSandy Spring Bank

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$152,777,237$598,550 0.4%2,451,8906.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$139,387,186$1,926,743 1.4%236,7805.6%ETF
Apple Inc. stock logo
AAPL
Apple
$120,128,883$2,202,447 1.9%479,7094.9%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$96,065,845$902,563 -0.9%715,3613.9%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$87,722,366$732,147 -0.8%208,1193.6%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$77,775,240$2,042,041 2.7%675,0163.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$63,976,238$96,703 0.2%109,1602.6%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$57,159,994$303,196 0.5%260,5412.3%Retail/Wholesale
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$51,547,519$51,262,729 18,000.2%90,5012.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$42,344,781$842,653 2.0%93,4181.7%Finance
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$42,278,415$4,100,108 10.7%734,8931.7%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$39,519,016$120,358 0.3%207,5141.6%Computer and Technology
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$33,675,962$298,788 -0.9%363,7111.4%Manufacturing
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$32,539,786$1,548,598 -4.5%233,5111.3%Manufacturing
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$26,777,920$2,946,373 -9.9%525,3661.1%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$26,620,918$361,750 -1.3%140,6291.1%Computer and Technology
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$24,361,286$8,512,317 53.7%656,2851.0%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$24,290,205$12,455,162 105.2%133,4921.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$23,748,928$629,425 2.7%40,5611.0%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$23,735,668$1,144,644 -4.6%262,7081.0%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$23,674,294$612,934 -2.5%44,9591.0%Business Services
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$23,041,398$22,588,208 4,984.3%481,8360.9%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$21,025,279$18,468,523 -46.8%87,7110.9%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$19,674,180$161,264 0.8%21,4720.8%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$19,308,641$20,185,021 -51.1%80,5500.8%Finance
RTX Co. stock logo
RTX
RTX
$18,977,430$11,364,309 149.3%163,9940.8%Aerospace
McDonald's Co. stock logo
MCD
McDonald's
$18,512,840$93,925 -0.5%63,8610.7%Retail/Wholesale
Danaher Co. stock logo
DHR
Danaher
$17,509,396$414,108 -2.3%76,2770.7%Medical
Blackstone Inc. stock logo
BX
Blackstone
$16,656,615$55,347 0.3%96,6050.7%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$16,215,377$1,430,541 9.7%21,0040.7%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$15,734,342$186,100 -1.2%27,4780.6%Finance
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$15,506,467$1,842,769 13.5%150,1110.6%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$15,400,686$6,243 0.0%29,6040.6%Medical
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$15,319,814$5,153,828 50.7%168,4790.6%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$15,125,278$49,604 -0.3%104,5870.6%Medical
Accenture plc stock logo
ACN
Accenture
$15,084,053$264,898 -1.7%42,8780.6%Computer and Technology
American Express stock logo
AXP
American Express
$15,048,796$350,510 -2.3%50,7050.6%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$14,492,211$4,981,795 -25.6%37,2560.6%Retail/Wholesale
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$14,394,013$416,281 3.0%258,6060.6%ETF
Visa Inc. stock logo
V
Visa
$13,874,074$308,137 -2.2%43,9000.6%Business Services
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$13,859,882$11,278,042 436.8%193,3310.6%Utilities
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$13,789,302$162,642 -1.2%55,8720.6%Retail/Wholesale
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$13,479,392$342,310 2.6%32,8410.5%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$13,466,237$5,647 0.0%329,0870.5%ETF
Oracle Co. stock logo
ORCL
Oracle
$12,865,132$517,085 -3.9%77,2030.5%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$12,556,302$509,752 4.2%37,8350.5%Industrial Products
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$12,490,064$233,405 -1.8%103,3860.5%Retail/Wholesale
BLACKROCK INC
$12,415,713$12,415,713 New Holding12,1120.5%COM
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$12,026,764$415,679 -3.3%106,3280.5%Medical
Salesforce, Inc. stock logo
CRM
Salesforce
$11,979,134$489,128 -3.9%35,8300.5%Computer and Technology
Marriott International, Inc. stock logo
MAR
Marriott International
$11,612,776$48,536 -0.4%41,6310.5%Consumer Discretionary
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$11,567,114$184,805 1.6%107,5310.5%Oils/Energy
The Walt Disney Company stock logo
DIS
Walt Disney
$11,467,181$874,990 -7.1%102,9830.5%Consumer Discretionary
Zoetis Inc. stock logo
ZTS
Zoetis
$11,357,156$13,849 0.1%69,7060.5%Medical
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$10,910,051$509,826 -4.5%68,3930.4%Manufacturing
Adobe Inc. stock logo
ADBE
Adobe
$9,746,496$150,747 -1.5%21,9180.4%Computer and Technology
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$9,603,304$413,977 -4.1%29,8090.4%ETF
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$9,579,056$606,294 -6.0%48,5040.4%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$9,519,097$336,508 -3.4%62,6010.4%Consumer Staples
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$9,465,520$1,500,470 18.8%187,9200.4%ETF
Capital One Financial Co. stock logo
COF
Capital One Financial
$9,294,038$66,335 -0.7%52,1200.4%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$9,194,384$276,118 -2.9%54,8430.4%Consumer Staples
Shore Bancshares, Inc. stock logo
SHBI
Shore Bancshares
$9,090,007$159,039 -1.7%573,5020.4%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$9,054,486$390,124 4.5%8,5410.4%Computer and Technology
American Tower Co. stock logo
AMT
American Tower
$9,031,738$97,575 1.1%49,2430.4%Finance
Stryker Co. stock logo
SYK
Stryker
$8,837,798$351,409 -3.8%24,5460.4%Medical
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$8,682,158$8,541,230 6,060.7%197,1430.4%ETF
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$8,591,992$839,424 -8.9%116,0920.3%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$8,107,974$182,993 -2.2%34,8700.3%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$7,476,119$127,733 -1.7%37,0490.3%Business Services
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$7,357,027$3,304,639 -31.0%124,2750.3%Computer and Technology
Shell plc stock logo
SHEL
Shell
$7,339,855$30,072 0.4%117,1570.3%Oils/Energy
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$7,116,404$356,499 5.3%13,6340.3%Medical
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$6,919,586$6,919,586 New Holding70,2710.3%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$6,780,910$1,040,420 18.1%13,6150.3%Business Services
CHENIERE ENERGY INC
$6,755,969$68,114 1.0%31,4420.3%COM NEW
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$6,710,065$94,226 1.4%117,0020.3%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$6,676,004$20,741 -0.3%13,1970.3%Medical
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$6,640,356$46,665 -0.7%104,1620.3%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$6,367,631$15,650 0.2%75,6790.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$6,307,108$374,236 -5.6%35,4930.3%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$6,155,051$209,626 -3.3%27,2480.2%Multi-Sector Conglomerates
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,154,934$103,272 -1.7%12,0390.2%Finance
Brookfield Co. stock logo
BN
Brookfield
$6,056,092$192,687 -3.1%105,4150.2%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$5,883,192$223,819 4.0%15,9290.2%Construction
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$5,817,176$35,386 -0.6%20,0560.2%Basic Materials
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$5,725,817$38,983 0.7%238,9740.2%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$5,712,625$220,760 -3.7%25,4630.2%Finance
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$5,710,006$360,111 -5.9%237,2250.2%ETF
LABCORP HOLDINGS INC
$5,672,231$102,506 -1.8%24,7350.2%COM SHS
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$5,644,481$90,835 1.6%226,6860.2%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$5,579,014$78,807 1.4%36,3170.2%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$5,463,307$240,538 -4.2%113,0420.2%ETF
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$5,458,871$147,620 -2.6%217,9190.2%ETF
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$5,428,361$200,093 3.8%238,0860.2%ETF
AstraZeneca PLC stock logo
AZN
AstraZeneca
$5,413,038$839,372 18.4%82,6170.2%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$5,257,380$4,888,758 1,326.2%22,6770.2%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$5,256,314$70,737 -1.3%14,4900.2%Industrial Products
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$5,230,231$128,075 2.5%244,8610.2%ETF
iShares iBonds Dec 2031 Term Corporate ETF stock logo
IBDW
iShares iBonds Dec 2031 Term Corporate ETF
$5,170,528$209,747 4.2%254,0800.2%ETF

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