SS
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Sandy Spring Bank13F | |
| Sandy Spring Bank | |
| Last update 2025-02-11 | 1221 Stocks (98 new) |
| Value $2.47 Bil | Turnover 3 % |
Sandy Spring Bank Top Holdings of 2024-12-31
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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 | 2,451,890 | 152,777.2 | +0.39% | 6.190 | +0.02% | 0.160 | -9.06% | -5.65% | 89,366.2 | ||
IVV | iShares Core S&P 500 ETF | 236,780 | 139,387.2 | +1.40% | 5.640 | +0.08% | 0.020 | -5.55% | -2.98% | 574,809.5 | ||
AAPL | Apple Inc | 479,709 | 120,128.9 | +1.87% | 4.860 | +0.09% | 0.000 | -12.89% | -17.91% | 3,067,071.9 | Hardware | |
NVDA | NVIDIA Corp | 715,361 | 96,065.9 | -0.93% | 3.890 | -0.03% | 0.000 | -4.63% | -14.73% | 2,793,800.0 | Semiconductors | |
MSFT | Microsoft Corp | 208,119 | 87,722.4 | -0.83% | 3.550 | -0.03% | 0.000 | +5.08% | +3.48% | 3,235,237.7 | Software | |
IJR | iShares Core S&P Small-Cap ETF | 675,016 | 77,775.3 | +2.70% | 3.150 | +0.08% | 0.090 | -12.75% | -10.31% | 76,075.3 | ||
SPY | SPDR S&P 500 ETF Trust | 109,160 | 63,976.2 | +0.15% | 2.590 | 0% | 0.010 | -5.54% | -3.01% | 588,853.5 | ||
AMZN | Amazon.com Inc | 260,541 | 57,160.0 | +0.53% | 2.310 | +0.01% | 0.000 | -20.07% | -13.41% | 2,016,894.6 | Retail - Cyclical | |
MDY | S&P MidCap 400 ETF | 93,059 | 53,004.5 | -1.13% | 2.150 | -0.03% | 0.220 | -9.04% | -5.67% | 22,010.7 | ||
BRK.B | Berkshire Hathaway Inc | 93,418 | 42,344.8 | +2.03% | 1.710 | +0.03% | 0.000 | +15.18% | +19.09% | 1,164,338.8 | Insurance |
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 | 2024-12-31 | Add | +0.35% | 37.06 ($39.09) 41.2 | $41.87 | 7.11% | Add 53.71% | 656,285 | 229,319 | |
XMHQ | Invesco S&P MidCap Quality ETF | 2024-12-31 | New Buy | +0.28% | 98.47 ($103.56) 109.35 | $94.68 | -8.57% | New holding | 70,271 | 70,271 | |
IJK | iShares S&P Mid-Cap 400 Growth ETF | 2024-12-31 | Add | +0.21% | 90.66 ($94.21) 99.46 | $85.73 | -9.00% | Add 50.7% | 168,479 | 56,679 | |
JEPI | JPMorgan Equity Premium Income ETF | 2024-12-31 | Add | +0.17% | 57.53 ($59.38) 60.83 | $55.66 | -6.26% | Add 10.74% | 734,893 | 71,269 | |
BAH | Booz Allen Hamilton Holding Corp | 2024-12-31 | Add | +0.16% | 128.36 ($155.19) 186 | $119.81 | -22.80% | Add 776.71% | 35,191 | 31,177 | |
IBDP | iShares iBonds Dec 2024 Term Corporate ETF | 2024-12-31 | Sold Out | -0.14% | 25.1 ($25.15) 25.21 | $25.15 | 0% | Sold Out | 0 | -136,019 | |
CSCO | Cisco Systems Inc | 2024-12-31 | Reduce | -0.12% | 52.43 ($57.18) 60.02 | $59.33 | 3.76% | Reduce -31% | 124,275 | -55,822 | |
IBDZ | iBonds Dec 2034 Term Corporate ETF | 2024-12-31 | Add | +0.12% | 25.32 ($25.89) 26.67 | $25.45 | -1.68% | Add 406% | 141,398 | 113,454 | |
DON | WisdomTree U.S. MidCap Dividend Fund | 2024-12-31 | Reduce | -0.12% | 50.53 ($52.47) 55.55 | $48.27 | -8.00% | Reduce -9.91% | 525,366 | -57,806 | |
AAPL | Apple Inc | 2024-12-31 | Add | +0.09% | 221.69 ($235.83) 259.02 | $205.35 | -12.92% | Add 1.87% | 479,709 | 8,795 |
Sandy Spring Bank Total Holding History ($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 |
|---|---|---|---|---|
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Sandy Spring Bank's Hypothetical Growth since 2024-12-31
Sandy Spring Bank's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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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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