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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 IBONDS DEC 2031 CORP ETF | IBONDS DEC 2031 | 46436E486 | — | 271,549 shares | $5,634,642 |
| HONEYWELL INTERNATIONAL, INC | COM | 438516106 | — | 26,575 shares | $5,627,256 |
| ISHARES IBONDS DEC 2030 CORP ETF | IBONDS DEC 2030 | 46436E726 | — | 255,389 shares | $5,547,049 |
| T-MOBILE US INC | COM | 872590104 | — | 20,451 shares | $5,454,486 |
| QUALCOMM INCORPORATED | COM | 747525103 | — | 35,339 shares | $5,428,424 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 9,652 shares | $5,423,606 |
| ISHARES IBONDS DEC 2032 CORP ETF | IBONDS DEC 2032 | 46436E312 | — | 216,387 shares | $5,407,511 |
| ISHARES IBONDS DEC 2025 CORP ETF | IBONDS DEC25 ETF | 46434VBD1 | — | 213,139 shares | $5,360,446 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 | — | 23,026 shares | $5,359,071 |
| ELI LILLY AND COMPANY | COM | 532457108 | — | 6,451 shares | $5,327,945 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | — | 101,183 shares | $5,303,001 |
| BROADCOM INC. | COM | 11135F101 | — | 31,383 shares | $5,254,456 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | — | 89,194 shares | $5,221,403 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | — | 7,857 shares | $5,206,284 |
| BRISTOL-MYERS SQUIBB COMPANY | COM | 110122108 | — | 83,864 shares | $5,114,865 |
| ISHARES MSCI EAFE ETF | MSCI EAFE ETF | 464287465 | — | 62,124 shares | $5,077,395 |
| THE CHARLES SCHWAB CORPORATION | COM | 808513105 | — | 64,633 shares | $5,059,471 |
| FINANCIAL SELECT SECTOR SPDR FUND | FINANCIAL | 81369Y605 | — | 101,430 shares | $5,052,228 |
| ISHARES IBONDS DEC 2033 CORP ETF | IBONDS DEC 2033 | 46436E130 | — | 197,294 shares | $5,042,835 |
| VERIZON COMMUNICATIONS | COM | 92343V104 | — | 110,824 shares | $5,026,977 |
| WALT DISNEY COMPANY | COM | 254687106 | — | 50,117 shares | $4,946,548 |
| EATON CORP PLC | SHS | G29183103 | — | 18,114 shares | $4,923,929 |
| CONSUMER DISCRETIONARY SELECT SECTOR SPDR | SBI CONS DISCR | 81369Y407 | — | 24,570 shares | $4,851,592 |
| THERMO FISHER SCIENTIFIC, INC | COM | 883556102 | — | 9,402 shares | $4,678,435 |
| CATERPILLAR INC | COM | 149123101 | — | 13,736 shares | $4,530,133 |
| VANGUARD INT TERM CORP | INT-TERM CORP | 92206C870 | — | 54,808 shares | $4,481,112 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | — | 145,271 shares | $4,440,933 |
| SHELL PLC ADR | SPON ADS | 780259305 | — | 60,568 shares | $4,438,387 |
| ADOBE SYSTEMS INC | COM | 00724F101 | — | 11,501 shares | $4,410,979 |
| ISHARES IBONDS DEC 2034 CORP ETF | IBONDS DEC 2034 | 46438G653 | — | 170,318 shares | $4,391,718 |
| WALT DISNEY COMPANY | COM | 254687106 | — | 43,614 shares | $4,304,700 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 9,051 shares | $4,244,216 |
| VISA INC A | COM CL A | 92826C839 | — | 12,051 shares | $4,223,302 |
| UNILEVER PLC SPON ADR | SPON ADR NEW | 904767704 | — | 70,706 shares | $4,210,542 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 15,422 shares | $4,149,342 |
| ABBVIE INC | COM | 00287Y109 | — | 19,691 shares | $4,125,658 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 | — | 109,386 shares | $4,100,884 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 38,712 shares | $4,065,534 |
| ALPHABET INC-CL C | CAP STK CL C | 02079K107 | — | 25,632 shares | $4,004,487 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 5 shares | $3,992,208 |
| THE CHARLES SCHWAB CORPORATION | COM | 808513105 | — | 50,173 shares | $3,927,567 |
| PROCTER & GAMBLE COMPANY | COM | 742718109 | — | 22,363 shares | $3,811,102 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 22,969 shares | $3,809,201 |
| ELEVANCE HEALTH INC | COM | 036752103 | — | 8,751 shares | $3,806,498 |
| VANGUARD SHORT TERM CORPORATE BOND ETF | SHRT TRM CORP BD | 92206C409 | — | 48,205 shares | $3,805,303 |
| AUTOMATIC DATA PROCESSING, INC | COM | 053015103 | — | 12,414 shares | $3,792,849 |
| DANAHER CORPORATION | COM | 235851102 | — | 18,390 shares | $3,769,970 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 813 shares | $3,745,418 |
| HOME DEPOT, INC | COM | 437076102 | — | 10,205 shares | $3,740,026 |
| TJX COMPANIES, INC. | COM | 872540109 | — | 29,643 shares | $3,610,518 |
| ASTRAZENECA PLC ADR | SPONSORED ADR | 046353108 | — | 48,467 shares | $3,562,325 |
| DEERE & CO | COM | 244199105 | — | 7,584 shares | $3,559,550 |
| VANGUARD SMALL CAP ETF | SMALL CP ETF | 922908751 | — | 15,966 shares | $3,540,508 |
| SHELL PLC ADR | SPON ADS | 780259305 | — | 46,880 shares | $3,435,366 |
| ALPHABET INC -CL A | CAP STK CL A | 02079K305 | — | 22,068 shares | $3,412,617 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 46,239 shares | $3,368,945 |
| QUANTA SERVICES, INC | COM | 74762E102 | — | 13,183 shares | $3,350,855 |
| ZOETIS INC | CL A | 98978V103 | — | 20,098 shares | $3,309,136 |
| CHEVRON CORPORATION | COM | 166764100 | — | 19,726 shares | $3,299,963 |
| NORFOLK SOUTHERN CORPORATION | COM | 655844108 | — | 13,837 shares | $3,277,293 |
| CIGNA CORP NEW | COM | 125523100 | — | 9,951 shares | $3,273,879 |
| FIRST COMMONWEALTH FINANCIAL CORPORATION | COM | 319829107 | — | 208,544 shares | $3,240,774 |
| ISHARES RUSSELL MIDCAP INDEX FUND | RUS MID CAP ETF | 464287499 | — | 37,907 shares | $3,224,749 |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | — | 30,493 shares | $3,188,921 |
| TAKE-TWO INTERACTIVE SOFTWARE | COM | 874054109 | — | 15,217 shares | $3,153,723 |
| ASTRAZENECA PLC ADR | SPONSORED ADR | 046353108 | — | 42,786 shares | $3,144,739 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 50,955 shares | $3,044,571 |
| NEXTERA ENERGY, INC | COM | 65339F101 | — | 42,929 shares | $3,043,237 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 6,234 shares | $3,022,368 |
| NVIDIA CORP | COM | 67066G104 | — | 27,231 shares | $2,951,309 |
| PROCTER & GAMBLE COMPANY | COM | 742718109 | — | 17,027 shares | $2,901,742 |
| VANGUARD INFO TECH ETF | INF TECH ETF | 92204A702 | — | 5,281 shares | $2,864,164 |
| MERCK & CO INC | COM | 58933Y105 | — | 31,011 shares | $2,783,547 |
| AUTOZONE INC | COM | 053332102 | — | 730 shares | $2,783,330 |
| UNION PACIFIC CORPORATION | COM | 907818108 | — | 11,730 shares | $2,771,095 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 40,753 shares | $2,765,091 |
| INTERCONTINENTAL EXCHANGE, INC | COM | 45866F104 | — | 15,744 shares | $2,715,840 |
| CVS HEALTH CORP | COM | 126650100 | — | 39,575 shares | $2,681,206 |
| SCHWAB US DIVIDEND EQUITY ETF | US DIVIDEND EQ | 808524797 | — | 94,469 shares | $2,641,350 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 63,827 shares | $2,626,481 |
| DATADOG INC | CL A COM | 23804L103 | — | 26,075 shares | $2,586,901 |
| SPDR S&P BANK ETF | S&P BK ETF | 78464A797 | — | 48,631 shares | $2,575,498 |
| HEALTH CARE SELECT SECTOR SPDR | SBI HEALTHCARE | 81369Y209 | — | 17,498 shares | $2,554,883 |
| EQT CORPORATION | COM | 26884L109 | — | 47,788 shares | $2,553,313 |
| BLACKROCK INC | COM | 09290D101 | — | 2,692 shares | $2,547,536 |
| WELLTOWER INC | COM | 95040Q104 | — | 16,586 shares | $2,541,141 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 | — | 58,252 shares | $2,522,331 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | CORE MSCI EMKT | 46434G103 | — | 45,338 shares | $2,446,892 |
| PROLOGIS, INC | COM | 74340W103 | — | 21,695 shares | $2,425,284 |
| SPDR S&P REGIONAL BANKING ETF | S&P REGL BKG | 78464A698 | — | 42,087 shares | $2,392,646 |
| J P MORGAN CHASE & CO | COM | 46625H100 | — | 9,666 shares | $2,370,999 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 10,754 shares | $2,340,070 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 9,042 shares | $2,336,272 |
| NIKE INC CL B | CL B | 654106103 | — | 35,605 shares | $2,260,206 |
| ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND | ISHARES BIOTECH | 464287556 | — | 17,594 shares | $2,250,273 |
| ADOBE INC | COM | 00724F101 | — | 5,680 shares | $2,178,451 |
| ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FD | GLOBAL TECH ETF | 464287291 | — | 28,749 shares | $2,177,449 |
| THE TRADE DESK INC | COM CL A | 88339J105 | — | 39,588 shares | $2,166,256 |
| AMAZON COM INC | COM | 023135106 | — | 11,174 shares | $2,125,977 |
| UTILITIES SELECT SECTOR SPDR FUND | SBI INT-UTILS | 81369Y886 | — | 26,750 shares | $2,109,238 |