Sandy Spring Bank 13F Holdings · last filed Q1 2025
Sandy Spring Bank reported 1,214 securities worth $2.38B in its SEC 13F filing for Q1 2025 (period ended 2025-03-31). Top holdings: IJH (6.09%), IVV (5.70%), AAPL (4.37%). Among its top 25 positions this quarter: 12 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | $144.9M | 6.09% | 2.5M | Added |
| 2 | IVV | ISHARES TR | $135.5M | 5.70% | 241,147 | Added |
| 3 | AAPL | APPLE, INC. | $104.0M | 4.37% | 468,063 | Trimmed |
| 4 | NVDA | NVIDIA CORP | $77.5M | 3.26% | 715,491 | Added |
| 5 | MSFT | MICROSOFT CORP | $75.3M | 3.17% | 200,569 | Trimmed |
| 6 | IJR | ISHARES S&P SMALLCAP 600 INDEX FUND | $72.7M | 3.06% | 694,813 | Added |
| 7 | SPY | SPDR S&P 500 ETF TRUST | $59.8M | 2.51% | 106,906 | Trimmed |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $51.6M | 2.17% | 96,940 | Added |
| 9 | AMZN | AMAZON COM INC | $49.8M | 2.09% | 261,665 | Added |
| 10 | MDY | MIDCAP 400 SPDR TRUST SERIES 1 | $49.1M | 2.06% | 92,031 | Trimmed |
| 11 | JEPI | J P MORGAN EXCHANGE TRADED F | $44.0M | 1.85% | 770,714 | Added |
| 12 | JPM | J P MORGAN CHASE & CO | $38.9M | 1.64% | 158,527 | Trimmed |
| 13 | IQLT | ISHARES TR | $36.4M | 1.53% | 917,606 | Added |
| 14 | IUSV | ISHARES CORE S&P VALUE ETF | $33.4M | 1.41% | 362,036 | Trimmed |
| 15 | GOOG | ALPHABET INC-CL C | $32.0M | 1.35% | 204,986 | Trimmed |
| 16 | IUSG | ISHARES CORE S&P US GROWTH | $29.4M | 1.24% | 231,521 | Trimmed |
| 17 | VEA | VANGUARD MSCI EAFE ETF | $25.6M | 1.08% | 504,215 | Added |
| 18 | PANW | PALO ALTO NETWORKS INC | $23.9M | 1.01% | 140,183 | Added |
| 19 | MA | MASTERCARD, INC | $23.8M | 1.00% | 43,452 | Trimmed |
| 20 | META | META PLATFORMS, INC. CL A | $23.6M | 0.99% | 40,928 | Added |
| 21 | RTX | RAYTHEON TECHNOLOGIES CORP | $21.8M | 0.92% | 164,327 | Trimmed |
| 22 | DON | WISDOMTREE TR | $21.4M | 0.90% | 433,008 | Trimmed |
| 23 | WMT | WAL-MART STORES, INC | $21.5M | 0.90% | 244,697 | Trimmed |
| 24 | GOOGL | ALPHABET INC -CL A | $21.1M | 0.89% | 136,611 | Trimmed |
| 25 | LLY | ELI LILLY AND COMPANY | $21.1M | 0.89% | 25,550 | Added |
Source: SEC Form 13F filings · as of 2025-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR