EdgeMarket › What Sandy Spring Bank reported owning
What Sandy Spring Bank reported owning
As filed on Form 13F for the quarter ending 2025-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.4BPositions
1,217Quarter
2025-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IJH iShares Core S&P Mid-Cap ETF | 144.9M | 6.1% | 2.5M | 76.77 | +20.8% |
| IVV iShares Core S&P 500 ETF | 135.5M | 5.7% | 241.1K | 769.31 | +20.0% |
| AAPL Apple Inc. | 104.0M | 4.4% | 468.1K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 77.5M | 3.3% | 715.5K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 75.3M | 3.2% | 200.6K | 483.24 | -4.4% |
| IJR iShares Core S&P Small-Cap ETF | 72.7M | 3.1% | 694.8K | 147.31 | +29.0% |
| SPY SPDR S&P 500 ETF TRUST | 59.8M | 2.5% | 106.9K | 765.72 | +20.0% |
| unmapped CUSIP 084670702 | 51.6M | 2.2% | 96.9K | — | — |
| AMZN AMAZON COM INC | 49.8M | 2.1% | 261.7K | 258.63 | +15.6% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 49.1M | 2.1% | 92.0K | 699.60 | +20.6% |
| JEPI JPMorgan Equity Premium Income ETF | 44.0M | 1.9% | 770.7K | 57.92 | +1.4% |
| JPM JPMORGAN CHASE & CO | 38.9M | 1.6% | 158.5K | 351.58 | +20.3% |
| IQLT iShares MSCI Intl Quality Factor ETF | 36.4M | 1.5% | 917.6K | 52.06 | +20.1% |
| IUSV iShares Core S&P U.S. Value ETF | 33.4M | 1.4% | 362.0K | 114.89 | +17.6% |
| GOOG Alphabet Inc. | 32.0M | 1.3% | 205.0K | 341.75 | +70.7% |
| IUSG iShares Core S&P U.S. Growth ETF | 29.4M | 1.2% | 231.5K | 189.82 | +22.3% |
| VEA Vanguard FTSE Developed Markets ETF | 25.6M | 1.1% | 504.2K | 73.42 | +24.7% |
| PANW Palo Alto Networks Inc | 23.9M | 1.0% | 140.2K | 357.87 | +94.0% |
| MA Mastercard Inc | 23.8M | 1.0% | 43.5K | 580.63 | -2.0% |
| META Meta Platforms, Inc. | 23.6M | 1.0% | 40.9K | 549.90 | -26.5% |
| RTX RTX Corp | 21.8M | 0.9% | 164.3K | 209.91 | +34.1% |
| WMT Walmart Inc. | 21.5M | 0.9% | 244.7K | 103.70 | +1.1% |
| DON WisdomTree U.S. MidCap Dividend Fund | 21.4M | 0.9% | 433.0K | 58.26 | +12.6% |
| GOOGL Alphabet Inc. | 21.1M | 0.9% | 136.6K | 344.82 | +73.0% |
| LLY ELI LILLY & Co | 21.1M | 0.9% | 25.6K | 1,255.40 | +78.0% |
| COST COSTCO WHOLESALE CORP /NEW | 20.3M | 0.9% | 21.5K | 947.74 | -4.7% |
| MCD MCDONALDS CORP | 18.7M | 0.8% | 59.8K | 270.95 | -13.5% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 18.7M | 0.8% | 224.1K | 115.45 | +24.2% |
| HD HOME DEPOT, INC. | 16.6M | 0.7% | 45.4K | 335.61 | -16.5% |
| JNJ JOHNSON & JOHNSON | 16.3M | 0.7% | 98.1K | 270.24 | +51.1% |
| VONG Vanguard Russell 1000 Growth ETF | 15.6M | 0.7% | 168.1K | 125.99 | +11.3% |
| GS GOLDMAN SACHS GROUP INC | 15.0M | 0.6% | 27.4K | 1,039.28 | +44.2% |
| DFAT Dimensional U.S. Targeted Value ETF | 14.9M | 0.6% | 289.0K | 71.67 | +26.9% |
| V VISA INC. | 14.7M | 0.6% | 42.1K | 371.04 | +7.9% |
| TMO THERMO FISHER SCIENTIFIC INC. | 14.5M | 0.6% | 29.2K | 629.27 | +27.2% |
| XMHQ Invesco S&P MidCap Quality ETF | 14.3M | 0.6% | 156.2K | 119.27 | +16.0% |
| NEE NEXTERA ENERGY INC | 14.2M | 0.6% | 200.0K | 83.65 | +9.8% |
| DHR DANAHER CORP /DE/ | 13.9M | 0.6% | 67.6K | 218.85 | +3.5% |
| ABT ABBOTT LABORATORIES | 13.8M | 0.6% | 103.8K | 116.64 | -11.9% |
| BX Blackstone Inc. | 13.7M | 0.6% | 98.0K | 143.38 | -12.8% |
| ACN Accenture plc | 13.4M | 0.6% | 43.1K | 185.28 | -27.4% |
| AXP AMERICAN EXPRESS CO | 13.4M | 0.6% | 49.8K | 336.00 | +8.9% |
| TJX TJX COMPANIES INC /DE/ | 13.3M | 0.6% | 108.9K | 140.53 | +1.6% |
| VUG Vanguard Morningstar Growth ETF | 13.1M | 0.6% | 35.3K | 87.50 | +15.9% |
| XOM ExxonMobil Holdings Corp | 13.0M | 0.5% | 109.0K | 165.11 | +52.1% |
| LOW LOWES COMPANIES INC | 12.9M | 0.5% | 55.3K | 216.09 | -16.0% |
| DFUV Dimensional US Marketwide Value ETF | 12.7M | 0.5% | 307.8K | 57.43 | +31.9% |
| ETN Eaton Corp plc | 11.3M | 0.5% | 41.5K | 419.20 | +21.1% |
| BLK BlackRock, Inc. | 11.2M | 0.5% | 11.8K | 1,156.55 | +2.5% |
| JPST JPMorgan Ultra-Short Income ETF | 10.6M | 0.4% | 208.8K | 50.53 | -0.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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