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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) |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 2,375,889 shares | $138,633,120 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 182,506 shares | $102,550,144 |
| APPLE, INC. | COM | 037833100 | — | 274,774 shares | $61,035,515 |
| ISHARES S&P SMALLCAP 600 INDEX FUND | CORE S&P SCP ETF | 464287804 | — | 574,980 shares | $60,125,633 |
| NVIDIA CORP | COM | 67066G104 | — | 546,427 shares | $59,221,807 |
| SPDR S&P 500 ETF TRUST | TR UNIT | 78462F103 | — | 100,587 shares | $56,267,546 |
| MIDCAP 400 SPDR TRUST SERIES 1 | UTSER1 S&PDCRP | 78467Y107 | — | 88,990 shares | $47,474,614 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 748,414 shares | $42,764,397 |
| BERKSHIRE HATHAWAY INC B | CL B NEW | 084670702 | — | 79,432 shares | $42,304,075 |
| AMAZON COM INC | COM | 023135106 | — | 203,534 shares | $38,724,377 |
| MICROSOFT CORP | COM | 594918104 | — | 101,452 shares | $38,084,189 |
| APPLE, INC. | COM | 037833100 | — | 167,065 shares | $37,110,148 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 | — | 917,542 shares | $36,417,227 |
| MICROSOFT CORP | COM | 594918104 | — | 93,825 shares | $35,220,967 |
| ISHARES CORE S&P VALUE ETF | CORE S&P US VLU | 464287663 | — | 361,520 shares | $33,364,681 |
| ISHARES CORE S&P US GROWTH | CORE S&P US GWT | 464287671 | — | 231,389 shares | $29,404,914 |
| ISHARES S&P 500 INDEX FUND | CORE S&P500 ETF | 464287200 | — | 48,989 shares | $27,526,919 |
| ALPHABET INC-CL C | CAP STK CL C | 02079K107 | — | 171,903 shares | $26,856,464 |
| VANGUARD MSCI EAFE ETF | VAN FTSE DEV MKT | 921943858 | — | 493,678 shares | $25,093,653 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | — | 433,008 shares | $21,442,557 |
| J P MORGAN CHASE & CO | COM | 46625H100 | — | 78,056 shares | $19,147,223 |
| ISHARES S&P MIDCAP 400 GROWTH INDEX FUND | S&P MC 400GR ETF | 464287606 | — | 221,698 shares | $18,462,978 |
| J P MORGAN CHASE & CO | COM | 46625H100 | — | 70,805 shares | $17,368,467 |
| ALPHABET INC -CL A | CAP STK CL A | 02079K305 | — | 108,520 shares | $16,781,533 |
| MASTERCARD, INC | CL A | 57636Q104 | — | 29,257 shares | $16,036,604 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 168,059 shares | $15,594,195 |
| NVIDIA CORP | COM | 67066G104 | — | 141,833 shares | $15,371,861 |
| ELI LILLY AND COMPANY | COM | 532457108 | — | 18,383 shares | $15,183,001 |
| META PLATFORMS, INC. CL A | CL A | 30303M102 | — | 25,841 shares | $14,894,003 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 289,000 shares | $14,880,615 |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | — | 156,172 shares | $14,294,424 |
| BLACKSTONE INC | COM | 09260D107 | — | 97,926 shares | $13,688,108 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 76,443 shares | $13,044,234 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | — | 98,354 shares | $13,027,945 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 13,420 shares | $12,692,788 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 307,842 shares | $12,686,158 |
| HOME DEPOT, INC | COM | 437076102 | — | 34,556 shares | $12,664,428 |
| WAL-MART STORES, INC | COM | 931142103 | — | 141,760 shares | $12,445,110 |
| ISHARES S&P SMALLCAP 600 INDEX FUND | CORE S&P SCP ETF | 464287804 | — | 118,039 shares | $12,343,338 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 72,448 shares | $12,014,776 |
| MC DONALDS CORP | COM | 580135101 | — | 38,283 shares | $11,958,461 |
| LOWE'S COMPANIES, INC | COM | 548661107 | — | 48,265 shares | $11,256,748 |
| NEXTERA ENERGY, INC | COM | 65339F101 | — | 154,358 shares | $10,942,471 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 63,530 shares | $10,840,759 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 208,811 shares | $10,572,091 |
| VANGUARD GROWTH ETF | GROWTH ETF | 922908736 | — | 27,484 shares | $10,191,635 |
| DANAHER CORPORATION | COM | 235851102 | — | 48,780 shares | $9,999,900 |
| VISA INC A | COM CL A | 92826C839 | — | 28,338 shares | $9,931,335 |
| THERMO FISHER SCIENTIFIC, INC | COM | 883556102 | — | 19,636 shares | $9,770,679 |
| TJX COMPANIES, INC. | COM | 872540109 | — | 78,398 shares | $9,548,876 |
| EXXON MOBIL CORPORATION | COM | 30231G102 | — | 80,275 shares | $9,547,106 |
| SALESFORCE INC | COM | 79466L302 | — | 35,403 shares | $9,500,824 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 34,151 shares | $9,188,327 |
| ISHARES RUSSELL 1000 INDEX FUND | RUS 1000 ETF | 464287622 | — | 29,837 shares | $9,152,202 |
| CAPITAL ONE FINANCIAL CORP | COM | 14040H105 | — | 50,988 shares | $9,142,148 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 16,588 shares | $9,061,813 |
| AMAZON COM INC | COM | 023135106 | — | 46,957 shares | $8,934,039 |
| VANGUARD MSCI EMERGING MARKETS ETF | FTSE EMR MKT ETF | 922042858 | — | 196,819 shares | $8,908,028 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | — | 65,510 shares | $8,677,455 |
| BLACKROCK INC | COM | 09290D101 | — | 9,054 shares | $8,569,430 |
| WAL-MART STORES, INC | COM | 931142103 | — | 96,178 shares | $8,443,458 |
| SERVICENOW INC | COM | 81762P102 | — | 10,508 shares | $8,365,840 |
| ISHARES DOW JONES US TECHNOLOGY SECTOR INDEX | U.S. TECH ETF | 464287721 | — | 58,725 shares | $8,247,339 |
| PEPSICO, INC | COM | 713448108 | — | 54,988 shares | $8,244,901 |
| STRYKER CORPORATION | COM | 863667101 | — | 22,142 shares | $8,242,360 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 15,238 shares | $8,115,324 |
| WASTE MANAGEMENT INC | COM | 94106L109 | — | 34,972 shares | $8,096,368 |
| META PLATFORMS, INC. CL A | CL A | 30303M102 | — | 13,934 shares | $8,031,000 |
| SHORE BANCSHARES INC | COM | 825107105 | — | 573,502 shares | $7,765,218 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 15,664 shares | $7,757,910 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | SPONSORED ADS | 874039100 | — | 46,732 shares | $7,757,512 |
| ORACLE CORPORATION | COM | 68389X105 | — | 55,453 shares | $7,752,884 |
| MASTERCARD, INC | CL A | 57636Q104 | — | 13,968 shares | $7,656,140 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 34,464 shares | $7,499,298 |
| S&P GLOBAL INC | COM | 78409V104 | — | 14,712 shares | $7,475,403 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 56,249 shares | $7,461,377 |
| CHENIERE ENERGY, INC | COM NEW | 16411R208 | — | 32,001 shares | $7,405,060 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 7,811 shares | $7,387,488 |
| ZOETIS INC | CL A | 98978V103 | — | 41,472 shares | $6,828,322 |
| TECHNOLOGY SELECT SECTOR SPDR | TECHNOLOGY | 81369Y803 | — | 32,809 shares | $6,774,402 |
| ACCENTURE PLC CL A | SHS CLASS A | G1151C101 | — | 21,634 shares | $6,750,673 |
| MARRIOTT INTERNATIONAL, INC CL A | CL A | 571903202 | — | 28,210 shares | $6,719,622 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | — | 104,898 shares | $6,344,209 |
| UNITEDHEALTH GROUP INCORPORATED | COM | 91324P102 | — | 12,061 shares | $6,316,731 |
| MC DONALDS CORP | COM | 580135101 | — | 20,044 shares | $6,261,286 |
| EATON CORP PLC | SHS | G29183103 | — | 22,886 shares | $6,221,102 |
| CISCO SYSTEMS, INC | COM | 17275R102 | — | 100,248 shares | $6,186,304 |
| ISHARES S&P MIDCAP 400 INDEX | CORE S&P MCP ETF | 464287507 | — | 103,506 shares | $6,039,575 |
| ISHARES IBONDS DEC 2027 CORP ETF | IBONDS 27 ETF | 46435UAA9 | — | 249,431 shares | $6,031,242 |
| ISHARES IBONDS DEC 2028 CORP ETF | IBDS DEC28 ETF | 46435U515 | — | 237,771 shares | $6,006,095 |
| ACCENTURE PLC CL A | SHS CLASS A | G1151C101 | — | 19,194 shares | $5,989,296 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 45,141 shares | $5,987,954 |
| ISHARES IBONDS DEC 2026 CORP ETF | IBONDS DEC2026 | 46435GAA0 | — | 245,963 shares | $5,954,764 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 10,850 shares | $5,927,247 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 17,398 shares | $5,861,566 |
| MICROCHIP TECHNOLOGY INCORPORATED | COM | 595017104 | — | 120,444 shares | $5,830,694 |
| APPLE, INC. | COM | 037833100 | — | 26,224 shares | $5,825,151 |
| ISHARES IBONDS DEC 2029 CORP ETF | IBONDS DEC 29 | 46436E205 | — | 249,015 shares | $5,759,717 |
| AIR PRODUCTS & CHEMICALS INC | COM | 009158106 | — | 19,505 shares | $5,752,550 |
| MATERIALS SELECT SECTOR SPDR TRUST | SBI MATERIALS | 81369Y100 | — | 66,342 shares | $5,704,085 |