Sandy Spring Bank
CIK: 0001457833SEC EDGAR →
Portfolio Value
$2.4B
Holdings
1,217
As of
Q1 2025
New Positions
120
Closed Positions
125
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 2,375,889 | $138.6M | 5.83% |
| 2 | ISHARES TR | 192,158 | $108.0M | 4.54% |
| 3 | APPLE, INC. | 468,063 | $104.0M | 4.37% |
| 4 | NVIDIA CORP | 715,491 | $77.5M | 3.26% |
| 5 | MICROSOFT CORP | 200,569 | $75.3M | 3.17% |
| 6 | ISHARES S&P SMALLCAP 600 INDEX FUND | 694,813 | $72.7M | 3.06% |
| 7 | SPDR S&P 500 ETF TRUST | 106,906 | $59.8M | 2.51% |
| 8 | AMAZON COM INC | 261,665 | $49.8M | 2.09% |
| 9 | MIDCAP 400 SPDR TRUST SERIES 1 | 92,031 | $49.1M | 2.06% |
| 10 | J P MORGAN EXCHANGE TRADED F | 770,714 | $44.0M | 1.85% |
Quarterly Changes
Top Buys
New Positions (120)
$4.8M · 6 shares
$538K · 10K shares
$117K · 2K shares
$101K · 14K shares
$96K · 3K shares
$51K · 150 shares
$44K · 2K shares
$41K · 407 shares
$40K · 1K shares
$36K · 3K shares
$35K · 3K shares
$35K · 3K shares
$33K · 992 shares
$33K · 849 shares
$25K · 1K shares
$25K · 410 shares
$24K · 2K shares
$22K · 500 shares
$22K · 860 shares
$18K · 291 shares
$17K · 320 shares
$17K · 2K shares
$17K · 468 shares
$16K · 325 shares
$15K · 164 shares
$15K · 156 shares
$14K · 69 shares
$13K · 950 shares
$13K · 1K shares
$13K · 450 shares
$13K · 375 shares
$12K · 325 shares
$12K · 500 shares
$12K · 199 shares
$11K · 3K shares
$10K · 75 shares
$10K · 100 shares
$9K · 110 shares
$9K · 5K shares
$8K · 293 shares
$7K · 76 shares
$7K · 245 shares
$6K · 300 shares
$6K · 161 shares
$5K · 500 shares
$5K · 55 shares
$5K · 38 shares
$5K · 210 shares
$4K · 100 shares
$4K · 70 shares
$4K · 100 shares
$4K · 52 shares
$3K · 30 shares
$3K · 106 shares
$3K · 1K shares
$3K · 100 shares
$3K · 40 shares
$3K · 43 shares
$3K · 68 shares
$3K · 57 shares
$3K · 488 shares
$2K · 250 shares
$2K · 30 shares
$2K · 120 shares
$2K · 175 shares
$2K · 238 shares
$2K · 46 shares
$2K · 10 shares
$2K · 21 shares
$2K · 12 shares
$2K · 150 shares
$2K · 50 shares
$2K · 67 shares
$1K · 30 shares
$1K · 26 shares
$1K · 43 shares
$1K · 21 shares
$1K · 25 shares
$1K · 44 shares
$1K · 13 shares
$1K · 1K shares
$1K · 6 shares
$1K · 25 shares
$998 · 40 shares
$985 · 9 shares
$980 · 25 shares
$954 · 14 shares
$945 · 15 shares
$829 · 20 shares
$814 · 10 shares
$781 · 23 shares
$767 · 20 shares
$607 · 3 shares
$526 · 15 shares
$519 · 9 shares
$510 · 6 shares
$505 · 3 shares
$489 · 6 shares
$471 · 7 shares
$410 · 10 shares
$399 · 10 shares
$367 · 1 shares
$345 · 50 shares
$320 · 8 shares
$252 · 50 shares
$211 · 2 shares
$195 · 8 shares
$177 · 1 shares
$143 · 18 shares
$141 · 6 shares
$126 · 5 shares
$98 · 2 shares
$75 · 4 shares
$52 · 1 shares
$35 · 4 shares
$32 · 1 shares
$21 · 100 shares
$18 · 1 shares
$3 · 1 shares
$3 · 2 shares
Closed Positions (125)
$125K · 6K shares
$122K · 250 shares
$51K · 534 shares
$51K · 500 shares
$49K · 4K shares
$48K · 974 shares
$45K · 730 shares
$44K · 1K shares
$43K · 370 shares
$39K · 400 shares
$38K · 400 shares
$36K · 607 shares
$35K · 302 shares
$34K · 271 shares
$29K · 317 shares
$27K · 3K shares
$27K · 300 shares
$22K · 402 shares
$22K · 455 shares
$22K · 586 shares
$21K · 198 shares
$19K · 1K shares
$17K · 264 shares
$17K · 304 shares
$16K · 70 shares
$16K · 342 shares
$15K · 588 shares
$14K · 3K shares
$13K · 563 shares
$12K · 150 shares
$12K · 300 shares
$11K · 46 shares
$10K · 130 shares
$10K · 58 shares
$10K · 60 shares
$10K · 149 shares
$9K · 240 shares
$9K · 99 shares
$9K · 242 shares
$9K · 73 shares
$8K · 325 shares
$8K · 75 shares
$7K · 200 shares
$7K · 468 shares
$7K · 302 shares
$7K · 380 shares
$6K · 66 shares
$6K · 100 shares
$6K · 12 shares
$6K · 41 shares
$6K · 208 shares
$5K · 57 shares
$5K · 174 shares
$4K · 62 shares
$4K · 13 shares
$4K · 7 shares
$4K · 56 shares
$4K · 90 shares
$4K · 23 shares
$4K · 8 shares
$4K · 100 shares
$3K · 3K shares
$3K · 23 shares
$3K · 263 shares
$3K · 29 shares
URGENTLY INC
$3K · 6K shares
$3K · 53 shares
$3K · 53 shares
$3K · 43 shares
$3K · 2K shares
$3K · 80 shares
$3K · 75 shares
$3K · 41 shares
$3K · 8 shares
$2K · 52 shares
$2K · 100 shares
$2K · 83 shares
$2K · 25 shares
$2K · 22 shares
$2K · 19 shares
$2K · 39 shares
$2K · 100 shares
$2K · 26 shares
$2K · 100 shares
$1K · 150 shares
$1K · 29 shares
$1K · 8 shares
$1K · 27 shares
$799 · 15 shares
$787 · 4 shares
$761 · 234 shares
$681 · 15 shares
$631 · 1 shares
$560 · 750 shares
$444 · 13 shares
$354 · 100 shares
$313 · 10 shares
$304 · 17 shares
$301 · 7 shares
$282 · 4 shares
$229 · 26 shares
$149 · 35 shares
$102 · 4 shares
$67 · 100 shares
$19 · 0 shares
$18 · 0 shares
$14 · 1 shares
$12 · 1 shares
$11 · 1 shares
$10 · 0 shares
$10 · 0 shares
$9 · 0 shares
$9 · 0 shares
$8 · 0 shares
$7 · 0 shares
$6 · 0 shares
$6 · 1 shares
$6 · 0 shares
$5 · 0 shares
$4 · 1 shares
$4 · 0 shares
$3 · 0 shares
MULLEN AUTOMOTIVE INC
$2 · 1 shares
$2 · 1 shares
$1 · 1 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 477 | $1.2B | 50.7% |
| Technology | 155 | $395.1M | 16.6% |
| Healthcare | 89 | $161.0M | 6.8% |
| Consumer Cyclical | 94 | $141.5M | 5.9% |
| Industrials | 97 | $109.7M | 4.6% |
| Communication Services | 42 | $98.3M | 4.1% |
| Unknown | 95 | $82.9M | 3.5% |
| Consumer Defensive | 36 | $77.3M | 3.2% |
| Energy | 39 | $51.4M | 2.2% |
| Utilities | 36 | $24.3M | 1.0% |
| Real Estate | 35 | $18.1M | 0.8% |
| Basic Materials | 34 | $14.2M | 0.6% |