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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 2025 MUNI ETF | IBONDS DEC 25 | 46435U432 | — | 34,594 shares | $925,390 |
| ISHARES RUSSELL 2000 INDEX FUND | RUSSELL 2000 ETF | 464287655 | — | 4,631 shares | $923,838 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 1,999 shares | $892,974 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 | — | 18,396 shares | $891,286 |
| ISHARES RUSSELL 1000 GROWTH INDEX | RUS 1000 GRW ETF | 464287614 | — | 2,452 shares | $885,393 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | CORE MSCI EMKT | 46434G103 | — | 16,337 shares | $881,708 |
| CONSUMER STAPLES SELECT SECTOR SPDR FUND | SBI CONS STPLS | 81369Y308 | — | 10,625 shares | $867,744 |
| ISHARES RUSSELL 1000 VALUE INDEX | RUS 1000 VAL ETF | 464287598 | — | 4,591 shares | $863,843 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,677 shares | $861,717 |
| ONEOK, INC | COM | 682680103 | — | 8,671 shares | $860,337 |
| NOVARTIS AG - ADR | SPONSORED ADR | 66987V109 | — | 7,588 shares | $845,910 |
| SNOWFLAKE INC | CL A | 833445109 | — | 5,721 shares | $836,182 |
| ABBVIE INC | COM | 00287Y109 | — | 3,967 shares | $831,230 |
| VANGUARD FTSE ALL-WORLD EX US INDEX FUND | ALLWRLD EX US | 922042775 | — | 13,688 shares | $830,314 |
| KIMBERLY CLARK CORP | COM | 494368103 | — | 5,745 shares | $817,054 |
| CITIGROUP INC | COM NEW | 172967424 | — | 11,392 shares | $808,718 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 | — | 6,231 shares | $808,246 |
| DOMINION RESOURCES, INC | COM | 25746U109 | — | 14,352 shares | $804,717 |
| ISHARES DOW JONES US TECHNOLOGY SECTOR INDEX | U.S. TECH ETF | 464287721 | — | 5,713 shares | $802,334 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 1 shares | $798,442 |
| GITLAB INC | CLASS A COM | 37637K108 | — | 16,707 shares | $785,229 |
| ISHARES RUSSELL 2000 INDEX FUND | RUSSELL 2000 ETF | 464287655 | — | 3,932 shares | $784,395 |
| ISHARES BARCLAYS TIPS BOND FUND | TIPS BD ETF | 464287176 | — | 6,999 shares | $777,519 |
| UNITED BANKSHARES INC WEST V | COM | 909907107 | — | 22,047 shares | $764,370 |
| COLGATE-PALMOLIVE CO | COM | 194162103 | — | 7,985 shares | $748,195 |
| NETFLIX, INC | COM | 64110L106 | — | 798 shares | $743,693 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 16,896 shares | $742,580 |
| DUPONT DE NEMOURS INC | COM | 26614N102 | — | 9,901 shares | $739,407 |
| VANGUARD DIVIDEND APPRECIATION ETF | DIV APP ETF | 921908844 | — | 3,683 shares | $714,465 |
| PEPSICO, INC | COM | 713448108 | — | 4,715 shares | $706,956 |
| ACCENTURE PLC CL A | SHS CLASS A | G1151C101 | — | 2,251 shares | $702,403 |
| PNC FINANCIAL SERVICES GROUP | COM | 693475105 | — | 3,912 shares | $687,612 |
| MEDTRONIC HLDG | SHS | G5960L103 | — | 7,511 shares | $674,938 |
| META PLATFORMS, INC. CL A | CL A | 30303M102 | — | 1,153 shares | $664,490 |
| VANGUARD TOTAL STOCK MARKET ETF | TOTAL STK MKT | 922908769 | — | 2,372 shares | $651,897 |
| DEERE & CO | COM | 244199105 | — | 1,384 shares | $649,792 |
| ORACLE CORPORATION | COM | 68389X105 | — | 4,583 shares | $640,728 |
| ISHARES RUSSELL MIDCAP GROWTH INDEX | RUS MD CP GR ETF | 464287481 | — | 5,340 shares | $627,397 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | — | 12,350 shares | $620,094 |
| INVESCO EXCHANGE TRADED FD T | ENERGY EXPLORATI | 46137V761 | — | 20,979 shares | $614,255 |
| INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT | S&P500 EQL WGT | 46137V357 | — | 3,518 shares | $609,423 |
| UTILITIES SELECT SECTOR SPDR FUND | SBI INT-UTILS | 81369Y886 | — | 7,636 shares | $602,099 |
| CLOROX COMPANY | COM | 189054109 | — | 4,049 shares | $596,215 |
| WAL-MART STORES, INC | COM | 931142103 | — | 6,759 shares | $593,366 |
| VISA INC A | COM CL A | 92826C839 | — | 1,689 shares | $591,927 |
| ELI LILLY AND COMPANY | COM | 532457108 | — | 716 shares | $591,363 |
| BURKE HERBERT FINL SVCS CORP | COM | 12135Y108 | — | 10,190 shares | $571,761 |
| VERALTO CORP | COM SHS | 92338C103 | — | 5,837 shares | $568,816 |
| LOWE'S COMPANIES, INC | COM | 548661107 | — | 2,404 shares | $560,701 |
| AMGEN, INC | COM | 031162100 | — | 1,797 shares | $559,821 |
| SYSCO CORP | COM | 871829107 | — | 7,459 shares | $559,723 |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | — | 5,264 shares | $550,510 |
| LISTED FD TR | SHARES CORE BD | 53656F862 | — | 26,296 shares | $538,830 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | — | 10,275 shares | $538,187 |
| INTERNATIONAL BUSINESS MACHINES CORP | COM | 459200101 | — | 2,151 shares | $534,868 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 5,202 shares | $534,454 |
| ISHARES CORE MSCI EAFE ETF | CORE MSCI EAFE | 46432F842 | — | 7,059 shares | $534,048 |
| DEVON ENERGY CORPORATION | COM | 25179M103 | — | 14,207 shares | $531,342 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 2,055 shares | $530,971 |
| DIAGEO PLC ADR | SPON ADR NEW | 25243Q205 | — | 5,050 shares | $529,190 |
| AT&T INC | COM | 00206R102 | — | 18,572 shares | $525,208 |
| ISHARES S&P 500 VALUE INDEX | GLOBAL ENERG ETF | 464287408 | — | 2,742 shares | $522,570 |
| INVESCO EXCHANGE TRADED FD T | INTL DIVI ACHI | 46137V548 | — | 27,382 shares | $522,175 |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | — | 21,900 shares | $520,557 |
| ISHARES RUSSELL 2000 INDEX FUND | RUSSELL 2000 ETF | 464287655 | — | 2,609 shares | $520,429 |
| CISCO SYSTEMS, INC | COM | 17275R102 | — | 8,002 shares | $493,827 |
| PHILLIPS 66 | COM | 718546104 | — | 3,954 shares | $488,240 |
| SCIENCE APPLICATIONS INTL CO | COM | 808625107 | — | 4,324 shares | $485,423 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | — | 1,864 shares | $479,219 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | — | 4,745 shares | $477,489 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 9,556 shares | $476,845 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 1,866 shares | $474,580 |
| FINANCIAL SELECT SECTOR SPDR FUND | FINANCIAL | 81369Y605 | — | 9,514 shares | $473,893 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | — | 2,351 shares | $473,445 |
| THE CHARLES SCHWAB CORPORATION | COM | 808513105 | — | 6,012 shares | $470,620 |
| DUKE ENERGY CORP | COM NEW | 26441C204 | — | 3,856 shares | $470,316 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 1,325 shares | $467,169 |
| WELLS FARGO COMPANY | COM | 949746101 | — | 6,474 shares | $464,768 |
| NORFOLK SOUTHERN CORPORATION | COM | 655844108 | — | 1,957 shares | $463,634 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 4,408 shares | $462,891 |
| DUPONT DE NEMOURS INC | COM | 26614N102 | — | 6,151 shares | $459,357 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | — | 9,210 shares | $456,813 |
| VANGUARD REIT ETF | REAL ESTATE ETF | 922908553 | — | 5,032 shares | $455,597 |
| MC DONALDS CORP | COM | 580135101 | — | 1,454 shares | $454,211 |
| ISHARES S&P 500 GROWTH INDEX FUND | S&P 500 GRWT ETF | 464287309 | — | 4,884 shares | $453,382 |
| DOW INC | COM | 260557103 | — | 12,966 shares | $452,773 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | — | 2,036 shares | $452,298 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 3,676 shares | $448,509 |
| NOVARTIS AG - ADR | SPONSORED ADR | 66987V109 | — | 3,993 shares | $445,140 |
| STRYKER CORPORATION | COM | 863667101 | — | 1,194 shares | $444,467 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 2,667 shares | $442,368 |
| CSX CORP | COM | 126408103 | — | 14,809 shares | $435,829 |
| FORTINET INC | COM | 34959E109 | — | 4,500 shares | $433,170 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 10,914 shares | $429,590 |
| FORTUNE BRANDS INNOVATIONS I | COM | 34964C106 | — | 7,044 shares | $428,827 |
| COMCAST CORPORATION CLASS A | CL A | 20030N101 | — | 11,501 shares | $424,376 |
| VANGUARD DIVIDEND APPRECIATION ETF | DIV APP ETF | 921908844 | — | 2,159 shares | $418,899 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 1,213 shares | $418,777 |
| BOEING COMPANY | COM | 097023105 | — | 2,452 shares | $418,189 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | SPONSORED ADS | 874039100 | — | 2,499 shares | $414,834 |