Sandy Spring Bank 13F Filings Tracker & Analysis

CIK: 0001457833

Diversified strategyHigh-turnover traderContrarian

Total reported value

$2.4B

Reporting period: 2025-03-31 · Number of holdings: 1936

Sandy Spring Bank disclosed 1936 holdings in its latest 13F filing for the period ending 2025-03-31, with total reported value of $2.4B and a quarterly turnover rate of 200.0%.

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Personality snowflake

Concentration: 7.06
Portfolio Stability: 100
Momentum/Contrarian: 0
Sector conviction: 58.86
Diversification: 100
Sizing Uniformity: 54.73

Sandy Spring Bank's disclosed holdings carry a Herfindahl concentration index of 0.018 — mathematically equivalent to about 57 equally-sized positions, well below its 1936 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 4.53), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 43% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

New buy IJH
New buy IVV
New buy AAPL
New buy NVDA
New buy MSFT
New buy IJR

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 200 holdings (of 1936 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IJH	Ishares Core S&p Midcap ETF	ETF-Other	6.09%	+6.09%	NEW
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	5.70%	+5.70%	NEW
3	AAPL	Apple INC	Stock-Tech	4.37%	+4.37%	NEW
4	NVDA	Nvidia CORP	Stock-Tech	3.26%	+3.26%	NEW
5	MSFT	Microsoft CORP	Stock-Tech	3.17%	+3.17%	NEW
6	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	3.06%	+3.06%	NEW
7	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.51%	+2.51%	NEW
8	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	2.17%	+2.17%	NEW
9	AMZN	Amazon.com INC	Stock-Consumer Disc	2.09%	+2.09%	NEW
10	MDY	State Street Spdr S&p Midcap	ETF-Other	2.06%	+2.06%	NEW
11	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	1.85%	+1.85%	NEW
12	JPM	Jpmorgan Chase & Co	Stock-Financials	1.64%	+1.64%	NEW
13	IQLT	Ishares Msci International Q	ETF-Other	1.53%	+1.53%	NEW
14	IUSV	Ishares Core S&p U.s. Value	ETF-Other	1.41%	+1.41%	NEW
15	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.35%	+1.35%	NEW
16	IUSG	Ishares Core S&p U.s. Growth	ETF-Other	1.24%	+1.24%	NEW
17	VEA	Vanguard Ftse Developed ETF	ETF-Other	1.08%	+1.08%	NEW
18	PANW	Palo Alto Networks INC	Stock-Tech	1.01%	+1.01%	NEW
19	MA	Mastercard INC - A	Stock-Financials	1.00%	+1.00%	NEW
20	META	Meta Platforms Inc-class A	Stock-Comm Services	0.99%	+0.99%	NEW
21	RTX	Rtx CORP	Stock-Industrials	0.92%	+0.92%	NEW
22	WMT	Walmart INC	Stock-Consumer Staples	0.90%	+0.90%	NEW
23	DON	Wisdomtree US Midcap Dividen	ETF-Other	0.90%	+0.90%	NEW
24	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.89%	+0.89%	NEW
25	LLY	Eli Lilly & Co	Stock-Healthcare	0.89%	+0.89%	NEW
26	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.86%	+0.86%	NEW
27	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.79%	+0.79%	NEW
28	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	0.78%	+0.78%	NEW
29	HD	Home Depot INC	Stock-Consumer Disc	0.70%	+0.70%	NEW
30	JNJ	Johnson & Johnson	Stock-Healthcare	0.68%	+0.68%	NEW
31	VONG	Vanguard Russell 1000 Growth	ETF-Other	0.66%	+0.66%	NEW
32	GS	Goldman Sachs Group INC	Stock-Financials	0.63%	+0.63%	NEW
33	DFAT	Dimensional US Target Value	ETF-Other	0.63%	+0.63%	NEW
34	V	Visa Inc-class A Shares	Stock-Financials	0.62%	+0.62%	NEW
35	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	0.61%	+0.61%	NEW
36	XMHQ	Invesco S&p Midcap Qual ETF	ETF-Other	0.60%	+0.60%	NEW
37	NEE	Nextera Energy INC	Stock-Utilities	0.60%	+0.60%	NEW
38	DHR	Danaher CORP	Stock-Healthcare	0.58%	+0.58%	NEW
39	ABT	Abbott Laboratories	Stock-Healthcare	0.58%	+0.58%	NEW
40	BX	Blackstone INC	Stock-Financials	0.58%	+0.58%	NEW
41	ACN	Accenture plc	Stock-Tech	0.57%	+0.57%	NEW
42	AXP	American Express Co	Stock-Financials	0.56%	+0.56%	NEW
43	TJX	Tjx Companies INC	Stock-Consumer Disc	0.56%	+0.56%	NEW
44	VUG	Vanguard Growth ETF	ETF-Other	0.55%	+0.55%	NEW
45	XOM	Exxon Mobil CORP	Stock-Energy	0.55%	+0.55%	NEW
46	LOW	Lowe's Cos INC	Stock-Consumer Disc	0.54%	+0.54%	NEW
47	DFUV	Dimensional US Marketwide Va	ETF-Other	0.53%	+0.53%	NEW
48	ETN	Eaton Corporation plc	Stock-Industrials	0.47%	+0.47%	NEW
49	BLK	Blackrock INC	Stock-Financials	0.47%	+0.47%	NEW
50	JPST	Jpmorgan Ultra-short Income	ETF-Other	0.44%	+0.44%	NEW

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+2.9%

Performance Last 4 Quarters

+18.6%

Based on 69% of reported portfolio value with available pricing

Stdev: +12.3%
Beta: +0.92
Alpha: -1.1%
Max Drawdown: -8.9%
Annualized Perf: +16.2%
Batting Avg vs S&P: +38.9%
Sortino: +2.49
Stutzer: +0.38
Treynor: +0.17
Sterling: +0.95
Calmar: +1.81
Information Ratio: -0.86
Tracking Error: +3%
Stdev Down: +6.4%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +33.2%
Worst 12 Months: +6.4%
Efficiency Ratio: +0.51
Sharpe: +1.29
Stdev Sectors: +9.8%
Skewness: 0
Kurtosis: -0.24
Upside Potential: +4.15

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025-03-31	1936	$2.4B	100	1IJH 2IVV 3AAPL Top holdings2025-03-31 1.IJH 2.IVV 3.AAPL 4.NVDA 5.MSFT 6.IJR 7.SPY 8.BRK-B 9.AMZN 10.MDY
2024-12-31	1977	$2.5B	0	1IJH 2IVV 3AAPL Top holdings2024-12-31 1.IJH 2.IVV 3.AAPL 4.NVDA 5.MSFT 6.IJR 7.SPY 8.AMZN 9.MDY 10.BRK-B
2024-09-30	1936	$2.4B	0	1IJH 2IVV 3AAPL Top holdings2024-09-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.NVDA 6.IJR 7.SPY 8.MDY 9.AMZN 10.BRK-B
2024-06-30	2069	$2.3B	0	1IJH 2IVV 3AAPL Top holdings2024-06-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.NVDA 6.IJR 7.SPY 8.MDY 9.AMZN 10.GOOG
2024-03-31	1994	$2.2B	0	1IJH 2IVV 3MSFT Top holdings2024-03-31 1.IJH 2.IVV 3.MSFT 4.AAPL 5.IJR 6.NVDA 7.SPY 8.MDY 9.AMZN 10.IUSV
2023-12-31	1890	$2.0B	0	1IJH 2IVV 3AAPL Top holdings2023-12-31 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.AMZN 9.NVDA 10.IUSV
2023-09-30	1931	$1.8B	0	1IJH 2IVV 3AAPL Top holdings2023-09-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.NVDA 9.AMZN 10.IUSV
2023-06-30	1963	$1.9B	0	1IJH 2IVV 3AAPL Top holdings2023-06-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.IUSV 9.AMZN 10.NVDA
2023-03-31	1872	$1.8B	0	1IJH 2IVV 3AAPL Top holdings2023-03-31 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.IUSV 9.IUSG 10.AMZN
2022-12-31	1829	$1.7B	0	1IJH 2IVV 3AAPL Top holdings2022-12-31 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.IUSV 9.IUSG 10.JPM
2022-09-30	1790	$1.6B	0	1IJH 2IVV 3AAPL Top holdings2022-09-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.AMZN 9.IUSV 10.IUSG
2022-06-30	1765	$1.7B	0	1IJH 2IVV 3AAPL Top holdings2022-06-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.IUSV 9.AMZN 10.IUSG
2022-03-31	1748	$2.0B	0	1IJH 2IVV 3AAPL Top holdings2022-03-31 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.AMZN 9.IUSV 10.GOOG
2021-12-31	1858	$2.1B	0	1IJH 2IVV 3AAPL Top holdings2021-12-31 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.AMZN 9.IUSV 10.IUSG
2021-09-30	1776	$1.9B	0	1IJH 2IVV 3AAPL Top holdings2021-09-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.AMZN 9.IUSV 10.IUSG
2021-06-30	1783	$1.9B	96	1IJH 2IVV 3AAPL Top holdings2021-06-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.AMZN 9.IUSV 10.IUSG
2021-03-31	1561	$1.7B	9	1IJH 2IVV 3AAPL Top holdings2021-03-31 1.IJH 2.IVV 3.AAPL 4.MSFT 5.MDY 6.IJR 7.SPY 8.AMZN 9.IUSV 10.DIS
2020-12-31	1480	$1.6B	14	1IJH 2IVV 3AAPL Top holdings2020-12-31 1.IJH 2.IVV 3.AAPL 4.MSFT 5.SPY 6.MDY 7.IJR 8.AMZN 9.IUSV 10.IUSG
2020-09-30	1369	$1.5B	12	1IJH 2IVV 3AAPL Top holdings2020-09-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.SPY 6.MDY 7.AMZN 8.IJR 9.IUSV 10.IUSG
2020-06-30	1345	$1.3B	24	1IJH 2IVV 3AAPL Top holdings2020-06-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.SPY 6.MDY 7.IJR 8.AMZN 9.IUSG 10.IUSV
2020-03-31	1347	$1.1B	26	1IJH 2IVV 3MSFT Top holdings2020-03-31 1.IJH 2.IVV 3.MSFT 4.AAPL 5.SPY 6.MDY 7.IJR 8.AMZN 9.IUSG 10.IUSV
2019-12-31	1132	$1.4B	11	1IJH 2IVV 3SPY Top holdings2019-12-31 1.IJH 2.IVV 3.SPY 4.MDY 5.AAPL 6.IJR 7.MSFT 8.IUSV 9.JPM 10.IUSG
2019-09-30	1125	$1.3B	8	1IJH 2IVV 3SPY Top holdings2019-09-30 1.IJH 2.IVV 3.SPY 4.MDY 5.IJR 6.MSFT 7.AAPL 8.IUSV 9.JPM 10.IUSG
2019-06-30	1108	$1.2B	9	1IJH 2IVV 3MDY Top holdings2019-06-30 1.IJH 2.IVV 3.MDY 4.SPY 5.IJR 6.MSFT 7.AAPL 8.AMZN 9.DIS 10.IUSV
2019-03-31	1046	$1.2B	16	1IJH 2IVV 3MDY Top holdings2019-03-31 1.IJH 2.IVV 3.MDY 4.SPY 5.IJR 6.MSFT 7.AAPL 8.AMZN 9.JNJ 10.JPM
2018-12-31	1041	$1.0B	19	1IJH 2IVV 3SPY Top holdings2018-12-31 1.IJH 2.IVV 3.SPY 4.MDY 5.IJR 6.MSFT 7.AAPL 8.JNJ 9.AMZN 10.JPM
2018-09-30	1054	$1.2B	11	1IJH 2IVV 3MDY Top holdings2018-09-30 1.IJH 2.IVV 3.MDY 4.SPY 5.IJR 6.AAPL 7.MSFT 8.AMZN 9.JPM 10.VEA
2018-06-30	1061	$1.2B	14	1IJH 2MDY 3IVV Top holdings2018-06-30 1.IJH 2.MDY 3.IVV 4.SPY 5.IJR 6.AAPL 7.MSFT 8.VEA 9.AMZN 10.JPM
2018-03-31	1147	$1.1B	12	1IJH 2MDY 3SPY Top holdings2018-03-31 1.IJH 2.MDY 3.SPY 4.IVV 5.IJR 6.AAPL 7.MSFT 8.VEA 9.VCSH 10.JPM
2017-12-31	1140	$1.1B	12	1IJH 2MDY 3SPY Top holdings2017-12-31 1.IJH 2.MDY 3.SPY 4.IVV 5.IJR 6.AAPL 7.MSFT 8.VCSH 9.VEA 10.JNJ
2017-09-30	1098	$1.0B	10	1IJH 2MDY 3SPY Top holdings2017-09-30 1.IJH 2.MDY 3.SPY 4.IVV 5.IJR 6.AAPL 7.VCSH 8.MSFT 9.VEA 10.JNJ
2017-06-30	1125	$1.0B	9	1IJH 2MDY 3SPY Top holdings2017-06-30 1.IJH 2.MDY 3.SPY 4.IVV 5.IJR 6.VCSH 7.AAPL 8.MSFT 9.JNJ 10.VEA
2017-03-31	1114	$1.0B	10	1IJH 2MDY 3SPY Top holdings2017-03-31 1.IJH 2.MDY 3.SPY 4.IVV 5.IJR 6.VCSH 7.AAPL 8.MSFT 9.JNJ 10.DIS
2016-12-31	1146	$963.7M	10	1MDY 2IJH 3SPY Top holdings2016-12-31 1.MDY 2.IJH 3.SPY 4.VCSH 5.IVV 6.IJR 7.AAPL 8.MSFT 9.VZ 10.JNJ
2016-09-30	1104	$933.9M	13	1MDY 2SPY 3IJH Top holdings2016-09-30 1.MDY 2.SPY 3.IJH 4.VCSH 5.IVV 6.IJR 7.AAPL 8.MSFT 9.JNJ 10.VZ
2016-06-30	1183	$876.0M	10	1SPY 2MDY 3IJH Top holdings2016-06-30 1.SPY 2.MDY 3.IJH 4.VCSH 5.IVV 6.IJR 7.AAPL 8.VZ 9.MSFT 10.JNJ
2016-03-31	1241	$874.9M	11	1SPY 2MDY 3IJH Top holdings2016-03-31 1.SPY 2.MDY 3.IJH 4.VCSH 5.IVV 6.IJR 7.AAPL 8.MSFT 9.VZ 10.JNJ
2015-12-31	1217	$855.7M	13	1SPY 2MDY 3VCSH Top holdings2015-12-31 1.SPY 2.MDY 3.VCSH 4.IJH 5.IJR 6.IVV 7.AAPL 8.MSFT 9.VZ 10.JNJ
2015-09-30	1277	$816.0M	15	1SPY 2MDY 3VCSH Top holdings2015-09-30 1.SPY 2.MDY 3.VCSH 4.IJH 5.IJR 6.AAPL 7.IVV 8.MSFT 9.VZ 10.JNJ
2015-06-30	1281	$883.0M	11	1SPY 2MDY 3VCSH Top holdings2015-06-30 1.SPY 2.MDY 3.VCSH 4.IJH 5.IJR 6.AAPL 7.IVV 8.VZ 9.MSFT 10.JNJ
2015-03-31	1169	$861.3M	16	1MDY 2SPY 3VCSH Top holdings2015-03-31 1.MDY 2.SPY 3.VCSH 4.IJH 5.AAPL 6.IJR 7.IVV 8.VZ 9.JNJ 10.MSFT
2014-12-31	1071	$833.8M	14	1SPY 2MDY 3VCSH Top holdings2014-12-31 1.SPY 2.MDY 3.VCSH 4.AAPL 5.IJH 6.MSFT 7.IJR 8.IVV 9.VZ 10.QCOM
2014-09-30	1030	$812.0M	11	1SPY 2MDY 3VCSH Top holdings2014-09-30 1.SPY 2.MDY 3.VCSH 4.MSFT 5.AAPL 6.VZ 7.IVV 8.IJH 9.QCOM 10.JNJ
2014-06-30	1057	$798.6M	41	1MDY 2SPY 3VZ Top holdings2014-06-30 1.MDY 2.SPY 3.VZ 4.AAPL 5.QCOM 6.MSFT 7.MCD 8.IJR 9.IJH 10.JNJ
2014-03-31	949	$650.3M	39	1XOM 2QCOM 3MSFT Top holdings2014-03-31 1.XOM 2.QCOM 3.MSFT 4.MCD 5.VZ 6.JNJ 7.DUK 8.AAPL 9.PEP 10.PG
2013-12-31	866	$709.3M	16	1MDY 2SPY 3XOM Top holdings2013-12-31 1.MDY 2.SPY 3.XOM 4.MCD 5.QCOM 6.MSFT 7.JNJ 8.DUK 9.PEP 10.VZ
2013-09-30	839	$672.5M	13	1MDY 2SPY 3MCD Top holdings2013-09-30 1.MDY 2.SPY 3.MCD 4.QCOM 5.IJR 6.JNJ 7.MSFT 8.PEP 9.VZ 10.DUK
2013-06-30	831	$638.8M	0	1MDY 2SPY 3MCD Top holdings2013-06-30 1.MDY 2.SPY 3.MCD 4.MSFT 5.PEP 6.JNJ 7.VZ 8.IBM 9.PG 10.CVX

Holding changes this quarter

Sandy Spring Bank's most significant position changes for 2025-03-31: New buy: Ishares Core S&p Midcap ETF (IJH); New buy: Ishares Core S&p 500 ETF (IVV); New buy: Apple INC (AAPL); New buy: Nvidia CORP (NVDA); New buy: Microsoft CORP (MSFT).

Position changes disclosed by Sandy Spring Bank for the quarter ending 2025-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IJH	Ishares Core S&p Midcap ETF	—	NEW	New buy
2	IVV	Ishares Core S&p 500 ETF	—	NEW	New buy
3	AAPL	Apple INC	—	NEW	New buy
4	NVDA	Nvidia CORP	—	NEW	New buy
5	MSFT	Microsoft CORP	—	NEW	New buy
6	IJR	Ishares Core S&p Small-cap E	—	NEW	New buy
7	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	New buy
8	BRK-B	Berkshire Hathaway Inc-cl B	—	NEW	New buy
9	AMZN	Amazon.com INC	—	NEW	New buy
10	MDY	State Street Spdr S&p Midcap	—	NEW	New buy
11	JEPI	Jpmorgan Equity Premium Inco	—	NEW	New buy
12	JPM	Jpmorgan Chase & Co	—	NEW	New buy
13	IQLT	Ishares Msci International Q	—	NEW	New buy
14	IUSV	Ishares Core S&p U.s. Value	—	NEW	New buy
15	GOOG	Alphabet Inc-cl C	—	NEW	New buy
16	IUSG	Ishares Core S&p U.s. Growth	—	NEW	New buy
17	VEA	Vanguard Ftse Developed ETF	—	NEW	New buy
18	PANW	Palo Alto Networks INC	—	NEW	New buy
19	MA	Mastercard INC - A	—	NEW	New buy
20	META	Meta Platforms Inc-class A	—	NEW	New buy
21	RTX	Rtx CORP	—	NEW	New buy
22	WMT	Walmart INC	—	NEW	New buy
23	DON	Wisdomtree US Midcap Dividen	—	NEW	New buy
24	GOOGL	Alphabet Inc-cl A	—	NEW	New buy
25	LLY	Eli Lilly & Co	—	NEW	New buy
26	COST	Costco Wholesale CORP	—	NEW	New buy
27	MCD	Mcdonald's CORP	—	NEW	New buy
28	IJK	Ishares S&p Mid-cap 400 Grow	—	NEW	New buy
29	HD	Home Depot INC	—	NEW	New buy
30	JNJ	Johnson & Johnson	—	NEW	New buy
31	VONG	Vanguard Russell 1000 Growth	—	NEW	New buy
32	GS	Goldman Sachs Group INC	—	NEW	New buy
33	DFAT	Dimensional US Target Value	—	NEW	New buy
34	V	Visa Inc-class A Shares	—	NEW	New buy
35	TMO	Thermo Fisher Scientific INC	—	NEW	New buy
36	XMHQ	Invesco S&p Midcap Qual ETF	—	NEW	New buy
37	NEE	Nextera Energy INC	—	NEW	New buy
38	DHR	Danaher CORP	—	NEW	New buy
39	ABT	Abbott Laboratories	—	NEW	New buy
40	BX	Blackstone INC	—	NEW	New buy
41	ACN	Accenture plc	—	NEW	New buy
42	AXP	American Express Co	—	NEW	New buy
43	TJX	Tjx Companies INC	—	NEW	New buy
44	VUG	Vanguard Growth ETF	—	NEW	New buy
45	XOM	Exxon Mobil CORP	—	NEW	New buy
46	LOW	Lowe's Cos INC	—	NEW	New buy
47	DFUV	Dimensional US Marketwide Va	—	NEW	New buy
48	ETN	Eaton Corporation plc	—	NEW	New buy
49	BLK	Blackrock INC	—	NEW	New buy
50	JPST	Jpmorgan Ultra-short Income	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2025-03-31	2025-05-12	13F-HR	View on EDGAR
2024-12-31	2025-02-11	13F-HR	View on EDGAR
2024-09-30	2024-10-25	13F-HR	View on EDGAR
2024-06-30	2024-08-06	13F-HR	View on EDGAR
2024-03-31	2024-05-08	13F-HR	View on EDGAR
2023-12-31	2024-01-26	13F-HR	View on EDGAR
2023-09-30	2023-10-30	13F-HR	View on EDGAR
2023-06-30	2023-08-04	13F-HR	View on EDGAR
2023-03-31	2023-05-05	13F-HR	View on EDGAR
2022-12-31	2023-02-10	13F-HR	View on EDGAR
2022-09-30	2022-11-02	13F-HR	View on EDGAR
2022-06-30	2022-07-21	13F-HR	View on EDGAR
2022-03-31	2022-05-03	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR
2021-09-30	2021-11-05	13F-HR	View on EDGAR
2021-06-30	2021-08-09	13F-HR	View on EDGAR
2021-03-31	2021-05-03	13F-HR	View on EDGAR
2020-12-31	2021-02-03	13F-HR	View on EDGAR
2020-09-30	2020-11-09	13F-HR	View on EDGAR
2020-06-30	2020-08-12	13F-HR	View on EDGAR
2020-03-31	2020-05-01	13F-HR	View on EDGAR
2019-12-31	2020-02-06	13F-HR	View on EDGAR
2019-09-30	2019-11-01	13F-HR	View on EDGAR
2019-06-30	2019-08-01	13F-HR	View on EDGAR
2019-03-31	2019-05-06	13F-HR	View on EDGAR
2018-12-31	2019-02-08	13F-HR	View on EDGAR
2018-09-30	2018-11-07	13F-HR	View on EDGAR
2018-06-30	2018-08-03	13F-HR	View on EDGAR
2018-03-31	2018-05-04	13F-HR	View on EDGAR
2017-12-31	2018-02-02	13F-HR	View on EDGAR
2017-09-30	2017-11-03	13F-HR	View on EDGAR
2017-06-30	2017-08-11	13F-HR	View on EDGAR
2017-03-31	2017-05-11	Amendment	View on EDGAR
2017-03-31	2017-05-10	13F-HR	View on EDGAR
2016-12-31	2017-02-06	13F-HR	View on EDGAR
2016-09-30	2016-11-07	13F-HR	View on EDGAR
2016-06-30	2016-08-09	13F-HR	View on EDGAR
2016-03-31	2016-05-04	13F-HR	View on EDGAR
2015-12-31	2016-02-03	13F-HR	View on EDGAR
2015-09-30	2015-11-04	13F-HR	View on EDGAR
2015-06-30	2015-08-07	13F-HR	View on EDGAR
2015-03-31	2015-05-13	Amendment	View on EDGAR
2015-03-31	2015-05-11	13F-HR	View on EDGAR
2014-12-31	2015-01-30	13F-HR	View on EDGAR
2014-09-30	2014-11-14	13F-HR	View on EDGAR
2014-06-30	2014-08-06	13F-HR	View on EDGAR
2014-03-31	2014-05-15	13F-HR	View on EDGAR
2013-12-31	2014-02-12	Amendment	View on EDGAR
2013-12-31	2014-02-11	13F-HR	View on EDGAR
2013-09-30	2013-10-30	13F-HR	View on EDGAR
2013-06-30	2013-08-08	13F-HR	View on EDGAR

FAQ

What is Sandy Spring Bank and what type of investor is it?

Sandy Spring Bank is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-03-31), the firm manages a tracked equity portfolio valued at approximately $2.4B, spread across 1936 disclosed positions.

What are Sandy Spring Bank's largest equity positions?

Based on the latest 13F filing, Sandy Spring Bank's top holdings by market value are: 1. Ishares Core S&p Midcap ETF (IJH) — $144.9M (6.1%) 2. Ishares Core S&p 500 ETF (IVV) — $135.5M (5.7%) 3. Apple INC (AAPL) — $104.0M (4.4%) 4. Nvidia CORP (NVDA) — $77.5M (3.3%) 5. Microsoft CORP (MSFT) — $75.3M (3.2%)

What changes did Sandy Spring Bank make in its most recent portfolio filing?

In the latest quarter, Sandy Spring Bank was primarily adding exposure — initiating 50 new positions and adding to 0 existing holdings. The largest of these moves: New buy: Ishares Core S&p Midcap ETF (IJH); New buy: Ishares Core S&p 500 ETF (IVV); New buy: Apple INC (AAPL); New buy: Nvidia CORP (NVDA); New buy: Microsoft CORP (MSFT)

What sectors does Sandy Spring Bank focus on?

Sandy Spring Bank is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 34.2% • Financials: 18.9% • Health Care: 11.8% • Consumer Discretionary: 11.0% • Communication Services: 10.2% • Consumer Staples: 6.3%

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Sandy Spring Bank 13F Filings Tracker & Analysis

CIK: 0001457833

Diversified strategyHigh-turnover traderContrarian

Total reported value

$2.4B

Reporting period: 2025-03-31 · Number of holdings: 1936

Sandy Spring Bank disclosed 1936 holdings in its latest 13F filing for the period ending 2025-03-31, with total reported value of $2.4B and a quarterly turnover rate of 200.0%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "S"

Personality snowflake

Concentration: 7.06
Portfolio Stability: 100
Momentum/Contrarian: 0
Sector conviction: 58.86
Diversification: 100
Sizing Uniformity: 54.73

Position sizes vary widely across the portfolio (a coefficient of variation of 4.53), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

New buy IJH
New buy IVV
New buy AAPL
New buy NVDA
New buy MSFT
New buy IJR

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 200 holdings (of 1936 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IJH	Ishares Core S&p Midcap ETF	ETF-Other	6.09%	+6.09%	NEW
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	5.70%	+5.70%	NEW
3	AAPL	Apple INC	Stock-Tech	4.37%	+4.37%	NEW
4	NVDA	Nvidia CORP	Stock-Tech	3.26%	+3.26%	NEW
5	MSFT	Microsoft CORP	Stock-Tech	3.17%	+3.17%	NEW
6	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	3.06%	+3.06%	NEW
7	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.51%	+2.51%	NEW
8	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	2.17%	+2.17%	NEW
9	AMZN	Amazon.com INC	Stock-Consumer Disc	2.09%	+2.09%	NEW
10	MDY	State Street Spdr S&p Midcap	ETF-Other	2.06%	+2.06%	NEW
11	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	1.85%	+1.85%	NEW
12	JPM	Jpmorgan Chase & Co	Stock-Financials	1.64%	+1.64%	NEW
13	IQLT	Ishares Msci International Q	ETF-Other	1.53%	+1.53%	NEW
14	IUSV	Ishares Core S&p U.s. Value	ETF-Other	1.41%	+1.41%	NEW
15	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.35%	+1.35%	NEW
16	IUSG	Ishares Core S&p U.s. Growth	ETF-Other	1.24%	+1.24%	NEW
17	VEA	Vanguard Ftse Developed ETF	ETF-Other	1.08%	+1.08%	NEW
18	PANW	Palo Alto Networks INC	Stock-Tech	1.01%	+1.01%	NEW
19	MA	Mastercard INC - A	Stock-Financials	1.00%	+1.00%	NEW
20	META	Meta Platforms Inc-class A	Stock-Comm Services	0.99%	+0.99%	NEW
21	RTX	Rtx CORP	Stock-Industrials	0.92%	+0.92%	NEW
22	WMT	Walmart INC	Stock-Consumer Staples	0.90%	+0.90%	NEW
23	DON	Wisdomtree US Midcap Dividen	ETF-Other	0.90%	+0.90%	NEW
24	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.89%	+0.89%	NEW
25	LLY	Eli Lilly & Co	Stock-Healthcare	0.89%	+0.89%	NEW
26	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.86%	+0.86%	NEW
27	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.79%	+0.79%	NEW
28	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	0.78%	+0.78%	NEW
29	HD	Home Depot INC	Stock-Consumer Disc	0.70%	+0.70%	NEW
30	JNJ	Johnson & Johnson	Stock-Healthcare	0.68%	+0.68%	NEW
31	VONG	Vanguard Russell 1000 Growth	ETF-Other	0.66%	+0.66%	NEW
32	GS	Goldman Sachs Group INC	Stock-Financials	0.63%	+0.63%	NEW
33	DFAT	Dimensional US Target Value	ETF-Other	0.63%	+0.63%	NEW
34	V	Visa Inc-class A Shares	Stock-Financials	0.62%	+0.62%	NEW
35	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	0.61%	+0.61%	NEW
36	XMHQ	Invesco S&p Midcap Qual ETF	ETF-Other	0.60%	+0.60%	NEW
37	NEE	Nextera Energy INC	Stock-Utilities	0.60%	+0.60%	NEW
38	DHR	Danaher CORP	Stock-Healthcare	0.58%	+0.58%	NEW
39	ABT	Abbott Laboratories	Stock-Healthcare	0.58%	+0.58%	NEW
40	BX	Blackstone INC	Stock-Financials	0.58%	+0.58%	NEW
41	ACN	Accenture plc	Stock-Tech	0.57%	+0.57%	NEW
42	AXP	American Express Co	Stock-Financials	0.56%	+0.56%	NEW
43	TJX	Tjx Companies INC	Stock-Consumer Disc	0.56%	+0.56%	NEW
44	VUG	Vanguard Growth ETF	ETF-Other	0.55%	+0.55%	NEW
45	XOM	Exxon Mobil CORP	Stock-Energy	0.55%	+0.55%	NEW
46	LOW	Lowe's Cos INC	Stock-Consumer Disc	0.54%	+0.54%	NEW
47	DFUV	Dimensional US Marketwide Va	ETF-Other	0.53%	+0.53%	NEW
48	ETN	Eaton Corporation plc	Stock-Industrials	0.47%	+0.47%	NEW
49	BLK	Blackrock INC	Stock-Financials	0.47%	+0.47%	NEW
50	JPST	Jpmorgan Ultra-short Income	ETF-Other	0.44%	+0.44%	NEW

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+2.9%

Performance Last 4 Quarters

+18.6%

Based on 69% of reported portfolio value with available pricing

Stdev: +12.3%
Beta: +0.92
Alpha: -1.1%
Max Drawdown: -8.9%
Annualized Perf: +16.2%
Batting Avg vs S&P: +38.9%
Sortino: +2.49
Stutzer: +0.38
Treynor: +0.17
Sterling: +0.95
Calmar: +1.81
Information Ratio: -0.86
Tracking Error: +3%
Stdev Down: +6.4%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +33.2%
Worst 12 Months: +6.4%
Efficiency Ratio: +0.51
Sharpe: +1.29
Stdev Sectors: +9.8%
Skewness: 0
Kurtosis: -0.24
Upside Potential: +4.15

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025-03-31	1936	$2.4B	100	1IJH 2IVV 3AAPL Top holdings2025-03-31 1.IJH 2.IVV 3.AAPL 4.NVDA 5.MSFT 6.IJR 7.SPY 8.BRK-B 9.AMZN 10.MDY
2024-12-31	1977	$2.5B	0	1IJH 2IVV 3AAPL Top holdings2024-12-31 1.IJH 2.IVV 3.AAPL 4.NVDA 5.MSFT 6.IJR 7.SPY 8.AMZN 9.MDY 10.BRK-B
2024-09-30	1936	$2.4B	0	1IJH 2IVV 3AAPL Top holdings2024-09-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.NVDA 6.IJR 7.SPY 8.MDY 9.AMZN 10.BRK-B
2024-06-30	2069	$2.3B	0	1IJH 2IVV 3AAPL Top holdings2024-06-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.NVDA 6.IJR 7.SPY 8.MDY 9.AMZN 10.GOOG
2024-03-31	1994	$2.2B	0	1IJH 2IVV 3MSFT Top holdings2024-03-31 1.IJH 2.IVV 3.MSFT 4.AAPL 5.IJR 6.NVDA 7.SPY 8.MDY 9.AMZN 10.IUSV
2023-12-31	1890	$2.0B	0	1IJH 2IVV 3AAPL Top holdings2023-12-31 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.AMZN 9.NVDA 10.IUSV
2023-09-30	1931	$1.8B	0	1IJH 2IVV 3AAPL Top holdings2023-09-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.NVDA 9.AMZN 10.IUSV
2023-06-30	1963	$1.9B	0	1IJH 2IVV 3AAPL Top holdings2023-06-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.IUSV 9.AMZN 10.NVDA
2023-03-31	1872	$1.8B	0	1IJH 2IVV 3AAPL Top holdings2023-03-31 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.IUSV 9.IUSG 10.AMZN
2022-12-31	1829	$1.7B	0	1IJH 2IVV 3AAPL Top holdings2022-12-31 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.IUSV 9.IUSG 10.JPM
2022-09-30	1790	$1.6B	0	1IJH 2IVV 3AAPL Top holdings2022-09-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.AMZN 9.IUSV 10.IUSG
2022-06-30	1765	$1.7B	0	1IJH 2IVV 3AAPL Top holdings2022-06-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.IUSV 9.AMZN 10.IUSG
2022-03-31	1748	$2.0B	0	1IJH 2IVV 3AAPL Top holdings2022-03-31 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.AMZN 9.IUSV 10.GOOG
2021-12-31	1858	$2.1B	0	1IJH 2IVV 3AAPL Top holdings2021-12-31 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.AMZN 9.IUSV 10.IUSG
2021-09-30	1776	$1.9B	0	1IJH 2IVV 3AAPL Top holdings2021-09-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.AMZN 9.IUSV 10.IUSG
2021-06-30	1783	$1.9B	96	1IJH 2IVV 3AAPL Top holdings2021-06-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.IJR 6.SPY 7.MDY 8.AMZN 9.IUSV 10.IUSG
2021-03-31	1561	$1.7B	9	1IJH 2IVV 3AAPL Top holdings2021-03-31 1.IJH 2.IVV 3.AAPL 4.MSFT 5.MDY 6.IJR 7.SPY 8.AMZN 9.IUSV 10.DIS
2020-12-31	1480	$1.6B	14	1IJH 2IVV 3AAPL Top holdings2020-12-31 1.IJH 2.IVV 3.AAPL 4.MSFT 5.SPY 6.MDY 7.IJR 8.AMZN 9.IUSV 10.IUSG
2020-09-30	1369	$1.5B	12	1IJH 2IVV 3AAPL Top holdings2020-09-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.SPY 6.MDY 7.AMZN 8.IJR 9.IUSV 10.IUSG
2020-06-30	1345	$1.3B	24	1IJH 2IVV 3AAPL Top holdings2020-06-30 1.IJH 2.IVV 3.AAPL 4.MSFT 5.SPY 6.MDY 7.IJR 8.AMZN 9.IUSG 10.IUSV
2020-03-31	1347	$1.1B	26	1IJH 2IVV 3MSFT Top holdings2020-03-31 1.IJH 2.IVV 3.MSFT 4.AAPL 5.SPY 6.MDY 7.IJR 8.AMZN 9.IUSG 10.IUSV
2019-12-31	1132	$1.4B	11	1IJH 2IVV 3SPY Top holdings2019-12-31 1.IJH 2.IVV 3.SPY 4.MDY 5.AAPL 6.IJR 7.MSFT 8.IUSV 9.JPM 10.IUSG
2019-09-30	1125	$1.3B	8	1IJH 2IVV 3SPY Top holdings2019-09-30 1.IJH 2.IVV 3.SPY 4.MDY 5.IJR 6.MSFT 7.AAPL 8.IUSV 9.JPM 10.IUSG
2019-06-30	1108	$1.2B	9	1IJH 2IVV 3MDY Top holdings2019-06-30 1.IJH 2.IVV 3.MDY 4.SPY 5.IJR 6.MSFT 7.AAPL 8.AMZN 9.DIS 10.IUSV
2019-03-31	1046	$1.2B	16	1IJH 2IVV 3MDY Top holdings2019-03-31 1.IJH 2.IVV 3.MDY 4.SPY 5.IJR 6.MSFT 7.AAPL 8.AMZN 9.JNJ 10.JPM
2018-12-31	1041	$1.0B	19	1IJH 2IVV 3SPY Top holdings2018-12-31 1.IJH 2.IVV 3.SPY 4.MDY 5.IJR 6.MSFT 7.AAPL 8.JNJ 9.AMZN 10.JPM
2018-09-30	1054	$1.2B	11	1IJH 2IVV 3MDY Top holdings2018-09-30 1.IJH 2.IVV 3.MDY 4.SPY 5.IJR 6.AAPL 7.MSFT 8.AMZN 9.JPM 10.VEA
2018-06-30	1061	$1.2B	14	1IJH 2MDY 3IVV Top holdings2018-06-30 1.IJH 2.MDY 3.IVV 4.SPY 5.IJR 6.AAPL 7.MSFT 8.VEA 9.AMZN 10.JPM
2018-03-31	1147	$1.1B	12	1IJH 2MDY 3SPY Top holdings2018-03-31 1.IJH 2.MDY 3.SPY 4.IVV 5.IJR 6.AAPL 7.MSFT 8.VEA 9.VCSH 10.JPM
2017-12-31	1140	$1.1B	12	1IJH 2MDY 3SPY Top holdings2017-12-31 1.IJH 2.MDY 3.SPY 4.IVV 5.IJR 6.AAPL 7.MSFT 8.VCSH 9.VEA 10.JNJ
2017-09-30	1098	$1.0B	10	1IJH 2MDY 3SPY Top holdings2017-09-30 1.IJH 2.MDY 3.SPY 4.IVV 5.IJR 6.AAPL 7.VCSH 8.MSFT 9.VEA 10.JNJ
2017-06-30	1125	$1.0B	9	1IJH 2MDY 3SPY Top holdings2017-06-30 1.IJH 2.MDY 3.SPY 4.IVV 5.IJR 6.VCSH 7.AAPL 8.MSFT 9.JNJ 10.VEA
2017-03-31	1114	$1.0B	10	1IJH 2MDY 3SPY Top holdings2017-03-31 1.IJH 2.MDY 3.SPY 4.IVV 5.IJR 6.VCSH 7.AAPL 8.MSFT 9.JNJ 10.DIS
2016-12-31	1146	$963.7M	10	1MDY 2IJH 3SPY Top holdings2016-12-31 1.MDY 2.IJH 3.SPY 4.VCSH 5.IVV 6.IJR 7.AAPL 8.MSFT 9.VZ 10.JNJ
2016-09-30	1104	$933.9M	13	1MDY 2SPY 3IJH Top holdings2016-09-30 1.MDY 2.SPY 3.IJH 4.VCSH 5.IVV 6.IJR 7.AAPL 8.MSFT 9.JNJ 10.VZ
2016-06-30	1183	$876.0M	10	1SPY 2MDY 3IJH Top holdings2016-06-30 1.SPY 2.MDY 3.IJH 4.VCSH 5.IVV 6.IJR 7.AAPL 8.VZ 9.MSFT 10.JNJ
2016-03-31	1241	$874.9M	11	1SPY 2MDY 3IJH Top holdings2016-03-31 1.SPY 2.MDY 3.IJH 4.VCSH 5.IVV 6.IJR 7.AAPL 8.MSFT 9.VZ 10.JNJ
2015-12-31	1217	$855.7M	13	1SPY 2MDY 3VCSH Top holdings2015-12-31 1.SPY 2.MDY 3.VCSH 4.IJH 5.IJR 6.IVV 7.AAPL 8.MSFT 9.VZ 10.JNJ
2015-09-30	1277	$816.0M	15	1SPY 2MDY 3VCSH Top holdings2015-09-30 1.SPY 2.MDY 3.VCSH 4.IJH 5.IJR 6.AAPL 7.IVV 8.MSFT 9.VZ 10.JNJ
2015-06-30	1281	$883.0M	11	1SPY 2MDY 3VCSH Top holdings2015-06-30 1.SPY 2.MDY 3.VCSH 4.IJH 5.IJR 6.AAPL 7.IVV 8.VZ 9.MSFT 10.JNJ
2015-03-31	1169	$861.3M	16	1MDY 2SPY 3VCSH Top holdings2015-03-31 1.MDY 2.SPY 3.VCSH 4.IJH 5.AAPL 6.IJR 7.IVV 8.VZ 9.JNJ 10.MSFT
2014-12-31	1071	$833.8M	14	1SPY 2MDY 3VCSH Top holdings2014-12-31 1.SPY 2.MDY 3.VCSH 4.AAPL 5.IJH 6.MSFT 7.IJR 8.IVV 9.VZ 10.QCOM
2014-09-30	1030	$812.0M	11	1SPY 2MDY 3VCSH Top holdings2014-09-30 1.SPY 2.MDY 3.VCSH 4.MSFT 5.AAPL 6.VZ 7.IVV 8.IJH 9.QCOM 10.JNJ
2014-06-30	1057	$798.6M	41	1MDY 2SPY 3VZ Top holdings2014-06-30 1.MDY 2.SPY 3.VZ 4.AAPL 5.QCOM 6.MSFT 7.MCD 8.IJR 9.IJH 10.JNJ
2014-03-31	949	$650.3M	39	1XOM 2QCOM 3MSFT Top holdings2014-03-31 1.XOM 2.QCOM 3.MSFT 4.MCD 5.VZ 6.JNJ 7.DUK 8.AAPL 9.PEP 10.PG
2013-12-31	866	$709.3M	16	1MDY 2SPY 3XOM Top holdings2013-12-31 1.MDY 2.SPY 3.XOM 4.MCD 5.QCOM 6.MSFT 7.JNJ 8.DUK 9.PEP 10.VZ
2013-09-30	839	$672.5M	13	1MDY 2SPY 3MCD Top holdings2013-09-30 1.MDY 2.SPY 3.MCD 4.QCOM 5.IJR 6.JNJ 7.MSFT 8.PEP 9.VZ 10.DUK
2013-06-30	831	$638.8M	0	1MDY 2SPY 3MCD Top holdings2013-06-30 1.MDY 2.SPY 3.MCD 4.MSFT 5.PEP 6.JNJ 7.VZ 8.IBM 9.PG 10.CVX

Holding changes this quarter

Position changes disclosed by Sandy Spring Bank for the quarter ending 2025-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IJH	Ishares Core S&p Midcap ETF	—	NEW	New buy
2	IVV	Ishares Core S&p 500 ETF	—	NEW	New buy
3	AAPL	Apple INC	—	NEW	New buy
4	NVDA	Nvidia CORP	—	NEW	New buy
5	MSFT	Microsoft CORP	—	NEW	New buy
6	IJR	Ishares Core S&p Small-cap E	—	NEW	New buy
7	SPY	Ss Spdr S&p 500 ETF Trust-us	—	NEW	New buy
8	BRK-B	Berkshire Hathaway Inc-cl B	—	NEW	New buy
9	AMZN	Amazon.com INC	—	NEW	New buy
10	MDY	State Street Spdr S&p Midcap	—	NEW	New buy
11	JEPI	Jpmorgan Equity Premium Inco	—	NEW	New buy
12	JPM	Jpmorgan Chase & Co	—	NEW	New buy
13	IQLT	Ishares Msci International Q	—	NEW	New buy
14	IUSV	Ishares Core S&p U.s. Value	—	NEW	New buy
15	GOOG	Alphabet Inc-cl C	—	NEW	New buy
16	IUSG	Ishares Core S&p U.s. Growth	—	NEW	New buy
17	VEA	Vanguard Ftse Developed ETF	—	NEW	New buy
18	PANW	Palo Alto Networks INC	—	NEW	New buy
19	MA	Mastercard INC - A	—	NEW	New buy
20	META	Meta Platforms Inc-class A	—	NEW	New buy
21	RTX	Rtx CORP	—	NEW	New buy
22	WMT	Walmart INC	—	NEW	New buy
23	DON	Wisdomtree US Midcap Dividen	—	NEW	New buy
24	GOOGL	Alphabet Inc-cl A	—	NEW	New buy
25	LLY	Eli Lilly & Co	—	NEW	New buy
26	COST	Costco Wholesale CORP	—	NEW	New buy
27	MCD	Mcdonald's CORP	—	NEW	New buy
28	IJK	Ishares S&p Mid-cap 400 Grow	—	NEW	New buy
29	HD	Home Depot INC	—	NEW	New buy
30	JNJ	Johnson & Johnson	—	NEW	New buy
31	VONG	Vanguard Russell 1000 Growth	—	NEW	New buy
32	GS	Goldman Sachs Group INC	—	NEW	New buy
33	DFAT	Dimensional US Target Value	—	NEW	New buy
34	V	Visa Inc-class A Shares	—	NEW	New buy
35	TMO	Thermo Fisher Scientific INC	—	NEW	New buy
36	XMHQ	Invesco S&p Midcap Qual ETF	—	NEW	New buy
37	NEE	Nextera Energy INC	—	NEW	New buy
38	DHR	Danaher CORP	—	NEW	New buy
39	ABT	Abbott Laboratories	—	NEW	New buy
40	BX	Blackstone INC	—	NEW	New buy
41	ACN	Accenture plc	—	NEW	New buy
42	AXP	American Express Co	—	NEW	New buy
43	TJX	Tjx Companies INC	—	NEW	New buy
44	VUG	Vanguard Growth ETF	—	NEW	New buy
45	XOM	Exxon Mobil CORP	—	NEW	New buy
46	LOW	Lowe's Cos INC	—	NEW	New buy
47	DFUV	Dimensional US Marketwide Va	—	NEW	New buy
48	ETN	Eaton Corporation plc	—	NEW	New buy
49	BLK	Blackrock INC	—	NEW	New buy
50	JPST	Jpmorgan Ultra-short Income	—	NEW	New buy

Filing History

Period	Filed	Type	EDGAR
2025-03-31	2025-05-12	13F-HR	View on EDGAR
2024-12-31	2025-02-11	13F-HR	View on EDGAR
2024-09-30	2024-10-25	13F-HR	View on EDGAR
2024-06-30	2024-08-06	13F-HR	View on EDGAR
2024-03-31	2024-05-08	13F-HR	View on EDGAR
2023-12-31	2024-01-26	13F-HR	View on EDGAR
2023-09-30	2023-10-30	13F-HR	View on EDGAR
2023-06-30	2023-08-04	13F-HR	View on EDGAR
2023-03-31	2023-05-05	13F-HR	View on EDGAR
2022-12-31	2023-02-10	13F-HR	View on EDGAR
2022-09-30	2022-11-02	13F-HR	View on EDGAR
2022-06-30	2022-07-21	13F-HR	View on EDGAR
2022-03-31	2022-05-03	13F-HR	View on EDGAR
2021-12-31	2022-02-11	13F-HR	View on EDGAR
2021-09-30	2021-11-05	13F-HR	View on EDGAR
2021-06-30	2021-08-09	13F-HR	View on EDGAR
2021-03-31	2021-05-03	13F-HR	View on EDGAR
2020-12-31	2021-02-03	13F-HR	View on EDGAR
2020-09-30	2020-11-09	13F-HR	View on EDGAR
2020-06-30	2020-08-12	13F-HR	View on EDGAR
2020-03-31	2020-05-01	13F-HR	View on EDGAR
2019-12-31	2020-02-06	13F-HR	View on EDGAR
2019-09-30	2019-11-01	13F-HR	View on EDGAR
2019-06-30	2019-08-01	13F-HR	View on EDGAR
2019-03-31	2019-05-06	13F-HR	View on EDGAR
2018-12-31	2019-02-08	13F-HR	View on EDGAR
2018-09-30	2018-11-07	13F-HR	View on EDGAR
2018-06-30	2018-08-03	13F-HR	View on EDGAR
2018-03-31	2018-05-04	13F-HR	View on EDGAR
2017-12-31	2018-02-02	13F-HR	View on EDGAR
2017-09-30	2017-11-03	13F-HR	View on EDGAR
2017-06-30	2017-08-11	13F-HR	View on EDGAR
2017-03-31	2017-05-11	Amendment	View on EDGAR
2017-03-31	2017-05-10	13F-HR	View on EDGAR
2016-12-31	2017-02-06	13F-HR	View on EDGAR
2016-09-30	2016-11-07	13F-HR	View on EDGAR
2016-06-30	2016-08-09	13F-HR	View on EDGAR
2016-03-31	2016-05-04	13F-HR	View on EDGAR
2015-12-31	2016-02-03	13F-HR	View on EDGAR
2015-09-30	2015-11-04	13F-HR	View on EDGAR
2015-06-30	2015-08-07	13F-HR	View on EDGAR
2015-03-31	2015-05-13	Amendment	View on EDGAR
2015-03-31	2015-05-11	13F-HR	View on EDGAR
2014-12-31	2015-01-30	13F-HR	View on EDGAR
2014-09-30	2014-11-14	13F-HR	View on EDGAR
2014-06-30	2014-08-06	13F-HR	View on EDGAR
2014-03-31	2014-05-15	13F-HR	View on EDGAR
2013-12-31	2014-02-12	Amendment	View on EDGAR
2013-12-31	2014-02-11	13F-HR	View on EDGAR
2013-09-30	2013-10-30	13F-HR	View on EDGAR
2013-06-30	2013-08-08	13F-HR	View on EDGAR