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CIK: 0001457833
Total reported value
$2.4B
$2.4B
1241 檔
21.2%
According to the latest 13F quarterly dataset, Sandy Spring Bank managed an equity portfolio of $2.4B at the end of Q1 2024, spanning 1241 distinct U.S. exchange-listed positions.
During Q1 2024, Sandy Spring Bank's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1241 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.56% | +6.09% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.26% | +5.70% | NEW | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.09% | +3.17% | NEW | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.76% | +4.37% | NEW | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.24% | +3.06% | NEW | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.01% | +3.26% | NEW | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.68% | +2.51% | NEW | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.44% | +2.06% | NEW | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | +2.09% | NEW | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.62% | +1.41% | NEW | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.52% | +1.64% | NEW | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.48% | +1.24% | NEW | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.43% | +1.35% | NEW | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.40% | +2.17% | NEW | |
| 15 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.33% | +0.90% | NEW | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.32% | +1.85% | NEW | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 1.04% | +1.00% | NEW | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.02% | +1.08% | NEW | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.89% | NEW | |
| 20 | DHR | Danaher CORP | Stock-Healthcare | 0.91% | +0.58% | NEW | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.89% | +0.70% | NEW | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.84% | +0.79% | NEW | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | +0.99% | NEW | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | +0.68% | NEW | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | +0.90% | NEW | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.78% | +1.01% | NEW | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.78% | +0.61% | NEW | |
| 28 | RTX | Rtx CORP | Stock-Industrials | 0.73% | +0.92% | NEW | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | +0.86% | NEW | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.69% | — | -1.17% | |
| 31 | ACN | Accenture plc | Stock-Tech | 0.69% | +0.57% | NEW | |
| 32 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.68% | +0.54% | NEW | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.66% | +0.58% | NEW | |
| 34 | BX | Blackstone Inc | Stock-Financials | 0.58% | +0.58% | NEW | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | +0.62% | NEW | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.89% | NEW | |
| 37 | IQLT | Ishares Msci International Q | ETF-Other | 0.57% | +1.53% | NEW | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | +0.55% | NEW | |
| 39 | AXP | American Express Co | Stock-Financials | 0.55% | +0.56% | NEW | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.54% | — | +1.09% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.53% | — | +3.34% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.53% | — | -0.78% | |
| 43 | ZTS | Zoetis Inc | Stock-Healthcare | 0.52% | — | +2.10% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.52% | +0.63% | NEW | |
| 45 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.52% | +0.53% | NEW | |
| 46 | BLKCHF | Blackrock Inc | Stock-Other | 0.51% | — | -4.90% | |
| 47 | DFAT | Dimensional US Target Value | ETF-Other | 0.49% | +0.63% | NEW | |
| 48 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.49% | — | -0.78% | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.49% | +0.60% | NEW | |
| 50 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.48% | +0.56% | NEW |
According to official SEC Form 13F filings, Sandy Spring Bank reported a total U.S. public equity portfolio value of $2.4B across 1241 disclosed positions in Q1 2024.
During Q1 2024, Sandy Spring Bank's top holdings by market value included IJH (6.6%)、IVV (5.3%)、MSFT (4.1%). The largest single position, IJH, represented 6.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IJH, IVV, MSFT) accounted for 21.2% of total reported equity market value during Q1 2024.
In Q1 2024, Sandy Spring Bank made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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