Sandy Spring Bank — Q4 2024 13F Holdings

Name: Sandy Spring Bank — 13F Holdings, Q4 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001457833

Total reported value

$2.4B

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Full holdings list this quarter

Showing top 200 holdings (of 1222 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IJH	Ishares Core S&p Midcap ETF	ETF-Other	6.19%	+6.09%	NEW
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	5.64%	+5.70%	NEW
3	AAPL	Apple INC	Stock-Tech	4.86%	+4.37%	NEW
4	NVDA	Nvidia CORP	Stock-Tech	3.89%	+3.26%	NEW
5	MSFT	Microsoft CORP	Stock-Tech	3.55%	+3.17%	NEW
6	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	3.15%	+3.06%	NEW
7	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	2.59%	+2.51%	NEW
8	AMZN	Amazon.com INC	Stock-Consumer Disc	2.31%	+2.09%	NEW
9	MDY	State Street Spdr S&p Midcap	ETF-Other	2.15%	+2.06%	NEW
10	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.71%	+2.17%	NEW
11	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	1.71%	+1.85%	NEW
12	JPM	Jpmorgan Chase & Co	Stock-Financials	1.63%	+1.64%	NEW
13	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.60%	+1.35%	NEW
14	IUSV	Ishares Core S&p U.s. Value	ETF-Other	1.36%	+1.41%	NEW
15	IUSG	Ishares Core S&p U.s. Growth	ETF-Other	1.32%	+1.24%	NEW
16	DON	Wisdomtree US Midcap Dividen	ETF-Other	1.08%	+0.90%	NEW
17	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.08%	+0.89%	NEW
18	IQLT	Ishares Msci International Q	ETF-Other	0.99%	+1.53%	NEW
19	PANW	Palo Alto Networks INC	Stock-Tech	0.98%	+1.01%	NEW
20	META	Meta Platforms Inc-class A	Stock-Comm Services	0.96%	+0.99%	NEW
21	WMT	Walmart INC	Stock-Consumer Staples	0.96%	+0.90%	NEW
22	MA	Mastercard INC - A	Stock-Financials	0.96%	+1.00%	NEW
23	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.95%	+1.08%	NEW
24	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.80%	+0.86%	NEW
25	RTX	Rtx CORP	Stock-Industrials	0.77%	+0.92%	NEW
26	HD	Home Depot INC	Stock-Consumer Disc	0.77%	+0.70%	NEW
27	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.75%	+0.79%	NEW
28	DHR	Danaher CORP	Stock-Healthcare	0.71%	+0.58%	NEW
29	BX	Blackstone INC	Stock-Financials	0.67%	+0.58%	NEW
30	LLY	Eli Lilly & Co	Stock-Healthcare	0.66%	+0.89%	NEW
31	GS	Goldman Sachs Group INC	Stock-Financials	0.64%	+0.63%	NEW
32	VONG	Vanguard Russell 1000 Growth	ETF-Other	0.63%	+0.66%	NEW
33	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	0.62%	+0.61%	NEW
34	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	0.62%	+0.78%	NEW
35	JNJ	Johnson & Johnson	Stock-Healthcare	0.61%	+0.68%	NEW
36	ACN	Accenture plc	Stock-Tech	0.61%	+0.57%	NEW
37	AXP	American Express Co	Stock-Financials	0.61%	+0.56%	NEW
38	DFAT	Dimensional US Target Value	ETF-Other	0.58%	+0.63%	NEW
39	V	Visa Inc-class A Shares	Stock-Financials	0.56%	+0.62%	NEW
40	NEE	Nextera Energy INC	Stock-Utilities	0.56%	+0.60%	NEW
41	LOW	Lowe's Cos INC	Stock-Consumer Disc	0.56%	+0.54%	NEW
42	VUG	Vanguard Growth ETF	ETF-Other	0.55%	+0.55%	NEW
43	DFUV	Dimensional US Marketwide Va	ETF-Other	0.55%	+0.53%	NEW
44	ORCL	Oracle CORP	Stock-Tech	0.52%	—	-3.86%
45	ETN	Eaton Corporation plc	Stock-Industrials	0.51%	+0.47%	NEW
46	TJX	Tjx Companies INC	Stock-Consumer Disc	0.51%	+0.56%	NEW
47	BLK	Blackrock INC	Stock-Financials	0.50%	+0.47%	NEW
48	ABT	Abbott Laboratories	Stock-Healthcare	0.49%	+0.58%	NEW
49	CRM	Salesforce INC	Stock-Tech	0.48%	—	-3.92%
50	MAR	Marriott International -cl A	Stock-Consumer Disc	0.47%	—	-0.42%

1–50 of 200