SS
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Sandy Spring Bank13F | |
| Sandy Spring Bank | |
| Last update 2025-05-12 | 1217 Stocks (119 new) |
| Value $2.38 Bil | Turnover 3 % |
Sandy Spring Bank Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IJH | iShares Core S&P Mid-Cap ETF | 2,482,907 | 144,877.6 | +1.27% | 6.090 | +0.08% | 0.160 | +15.11% | +2.98% | 97,529.5 | ||
IVV | iShares Core S&P 500 ETF | 241,147 | 135,500.7 | +1.84% | 5.700 | +0.10% | 0.020 | +16.68% | +7.37% | 623,772.3 | ||
AAPL | Apple Inc | 468,063 | 103,970.8 | -2.43% | 4.370 | -0.12% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
NVDA | NVIDIA Corp | 715,491 | 77,545.0 | +0.02% | 3.260 | 0% | 0.000 | +56.53% | +18.67% | 3,885,913.3 | Semiconductors | |
MSFT | Microsoft Corp | 200,569 | 75,291.7 | -3.63% | 3.170 | -0.13% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
IJR | iShares Core S&P Small-Cap ETF | 694,813 | 72,656.6 | +2.93% | 3.060 | +0.09% | 0.090 | +14.76% | -1.20% | 81,565.8 | ||
SPY | SPDR S&P 500 ETF Trust | 106,906 | 59,802.2 | -2.06% | 2.510 | -0.05% | 0.010 | +16.86% | +7.34% | 643,153.0 | ||
BRK.B | Berkshire Hathaway Inc | 96,940 | 51,628.4 | +3.77% | 2.170 | +0.08% | 0.000 | -8.52% | +7.00% | 1,046,283.1 | Insurance | |
AMZN | Amazon.com Inc | 261,665 | 49,784.4 | +0.43% | 2.090 | +0.01% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
MDY | S&P MidCap 400 ETF | 92,031 | 49,096.9 | -1.10% | 2.060 | -0.02% | 0.230 | +14.91% | +2.84% | 23,481.5 |
Sandy Spring Bank's Historical Top Holdings Breakdowns
Sandy Spring Bank's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IQLT |
iShares MSCI Intl Quality Factor ETF
iShares MSCI Intl Quality Factor ETF
| 2025-03-31 | Add Add | +0.44% | 36.91 ($39.42) 41.03 | $43.18 | 9.54% | Add 39.82% | 917,606 | 261,321 | |
XMHQ | Invesco S&P MidCap Quality ETF | 2025-03-31 | Add Add | +0.33% | 89.18 ($97.46) 104.04 | $100.94 | 3.57% | Add 122.24% | 156,172 | 85,901 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.20% | 663000 ($729331) 801950 | $727,455.00 | -0.26% | New holding | 6 | 6 | |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 2025-03-31 | Add Add | +0.19% | 81.62 ($90.08) 96.63 | $93.03 | 3.27% | Add 33.01% | 224,095 | 55,616 | |
DON |
WisdomTree U.S. MidCap Dividend Fund
WisdomTree U.S. MidCap Dividend Fund
| 2025-03-31 | Reduce Reduce | -0.19% | 48.02 ($50.97) 53.02 | $51.63 | 1.29% | Reduce -17.58% | 433,008 | -92,358 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add Add | +0.16% | 725.72 ($832.09) 929.72 | $780.67 | -6.18% | Add 21.64% | 25,550 | 4,546 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.13% | 375.39 ($407.71) 447.2 | $498.84 | 22.35% | Reduce -3.63% | 200,569 | -7,550 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.12% | 209.68 ($231.67) 247.1 | $213.55 | -7.82% | Reduce -2.43% | 468,063 | -11,646 | |
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 2025-03-31 | Add Add | +0.11% | 57.22 ($60.78) 63.39 | $63.78 | 4.94% | Add 92.86% | 89,194 | 42,946 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.10% | 554.06 ($590.51) 615.85 | $628.17 | 6.38% | Add 1.84% | 241,147 | 4,367 |
Sandy Spring Bank Total Holding History ($B)
Sandy Spring Bank's Asset Allocation
Sandy Spring Bank Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Sandy Spring Bank's Hypothetical Growth since 2025-03-31
Sandy Spring Bank's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sandy Spring Bank's Holdings Heat Map
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Sandy Spring Bank's Holdings Bubble Chart
Sandy Spring Bank News
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