Sandy Spring Bank
CIK: 0001457833SEC EDGAR →
Portfolio Value
$2.4T
Holdings
1,217
As of
Q1 2025
New Positions
120
Closed Positions
125
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 2,375,889 | $138.6B | 5.83% |
| 2 | ISHARES TR | 192,158 | $108.0B | 4.54% |
| 3 | APPLE, INC. | 468,063 | $104.0B | 4.37% |
| 4 | NVIDIA CORP | 715,491 | $77.5B | 3.26% |
| 5 | MICROSOFT CORP | 200,569 | $75.3B | 3.17% |
| 6 | ISHARES S&P SMALLCAP 600 INDEX FUND | 694,813 | $72.7B | 3.06% |
| 7 | SPDR S&P 500 ETF TRUST | 106,906 | $59.8B | 2.51% |
| 8 | AMAZON COM INC | 261,665 | $49.8B | 2.09% |
| 9 | MIDCAP 400 SPDR TRUST SERIES 1 | 92,031 | $49.1B | 2.06% |
| 10 | J P MORGAN EXCHANGE TRADED F | 770,714 | $44.0B | 1.85% |
Quarterly Changes
Top Buys
New Positions (120)
$4.8B · 6 shares
$538.2M · 10K shares
$117.3M · 2K shares
$101.4M · 14K shares
$96.1M · 3K shares
$50.7M · 150 shares
$44.5M · 2K shares
$40.6M · 407 shares
$40.1M · 1K shares
$36.4M · 3K shares
$35.0M · 3K shares
$34.9M · 3K shares
$33.0M · 992 shares
$32.6M · 849 shares
$25.3M · 1K shares
$24.6M · 410 shares
$24.5M · 2K shares
$22.3M · 500 shares
$22.0M · 860 shares
$17.6M · 291 shares
$16.9M · 320 shares
$16.7M · 2K shares
$16.7M · 468 shares
$15.7M · 325 shares
$15.0M · 164 shares
$15.0M · 156 shares
$13.8M · 69 shares
$13.4M · 950 shares
$12.9M · 1K shares
$12.6M · 450 shares
$12.6M · 375 shares
$12.1M · 325 shares
$11.7M · 500 shares
$11.6M · 199 shares
$11.4M · 3K shares
$10.3M · 75 shares
$10.1M · 100 shares
$9.2M · 110 shares
$8.8M · 5K shares
$8.0M · 293 shares
$7.2M · 76 shares
$7.2M · 245 shares
$6.5M · 300 shares
$5.9M · 161 shares
$5.2M · 500 shares
$5.0M · 55 shares
$4.7M · 38 shares
$4.6M · 210 shares
$4.0M · 100 shares
$4.0M · 70 shares
$3.9M · 100 shares
$3.7M · 52 shares
$3.4M · 30 shares
$3.2M · 106 shares
$3.1M · 1K shares
$2.9M · 100 shares
$2.8M · 40 shares
$2.8M · 43 shares
$2.7M · 68 shares
$2.6M · 57 shares
$2.5M · 488 shares
$2.4M · 250 shares
$2.3M · 30 shares
$1.9M · 120 shares
$1.9M · 175 shares
$1.9M · 238 shares
$1.9M · 46 shares
$1.8M · 10 shares
$1.8M · 21 shares
$1.8M · 12 shares
$1.7M · 150 shares
$1.6M · 50 shares
$1.5M · 67 shares
$1.4M · 30 shares
$1.4M · 26 shares
$1.3M · 43 shares
$1.3M · 21 shares
$1.2M · 25 shares
$1.2M · 44 shares
$1.2M · 13 shares
$1.1M · 1K shares
$1.1M · 6 shares
$1.1M · 25 shares
$998K · 40 shares
$985K · 9 shares
$980K · 25 shares
$954K · 14 shares
$945K · 15 shares
$829K · 20 shares
$814K · 10 shares
$781K · 23 shares
$767K · 20 shares
$607K · 3 shares
$526K · 15 shares
$519K · 9 shares
$510K · 6 shares
$505K · 3 shares
$489K · 6 shares
$471K · 7 shares
$410K · 10 shares
$399K · 10 shares
$367K · 1 shares
$345K · 50 shares
$320K · 8 shares
$252K · 50 shares
$211K · 2 shares
$195K · 8 shares
$177K · 1 shares
$143K · 18 shares
$141K · 6 shares
$126K · 5 shares
$98K · 2 shares
$75K · 4 shares
$52K · 1 shares
$35K · 4 shares
$32K · 1 shares
$21K · 100 shares
$18K · 1 shares
$3K · 1 shares
$3K · 2 shares
Closed Positions (125)
$125.0M · 6K shares
$51.1M · 534 shares
$50.8M · 500 shares
$49.2M · 4K shares
$47.7M · 974 shares
$44.9M · 730 shares
$44.4M · 1K shares
$43.5M · 370 shares
$38.6M · 400 shares
$38.2M · 400 shares
$35.7M · 607 shares
$35.1M · 302 shares
$34.0M · 271 shares
$28.7M · 317 shares
$27.5M · 3K shares
$26.6M · 300 shares
$22.5M · 402 shares
$21.9M · 455 shares
$21.7M · 586 shares
$21.0M · 198 shares
$19.4M · 1K shares
$17.0M · 264 shares
$16.9M · 304 shares
$16.5M · 70 shares
$16.3M · 342 shares
$14.9M · 588 shares
$13.7M · 3K shares
$13.0M · 563 shares
$12.0M · 150 shares
$11.7M · 300 shares
$10.8M · 46 shares
$10.1M · 130 shares
$10.0M · 58 shares
$9.8M · 60 shares
$9.5M · 149 shares
$9.4M · 240 shares
$9.2M · 99 shares
$9.0M · 242 shares
$8.5M · 73 shares
$8.0M · 325 shares
$7.8M · 75 shares
$7.3M · 200 shares
$7.1M · 468 shares
$7.0M · 302 shares
$6.7M · 380 shares
$6.5M · 66 shares
$6.5M · 100 shares
$6.4M · 12 shares
$6.1M · 41 shares
$5.8M · 208 shares
$4.9M · 57 shares
$4.6M · 174 shares
$4.5M · 62 shares
$4.4M · 13 shares
$4.2M · 7 shares
$4.1M · 56 shares
$4.0M · 90 shares
$3.9M · 23 shares
$3.7M · 8 shares
$3.7M · 100 shares
$3.1M · 3K shares
$3.1M · 23 shares
$3.1M · 263 shares
$3.0M · 29 shares
URGENTLY INC
$2.9M · 6K shares
$2.9M · 53 shares
$2.9M · 53 shares
$2.9M · 43 shares
$2.9M · 2K shares
$2.9M · 80 shares
$2.8M · 75 shares
$2.6M · 41 shares
$2.5M · 8 shares
$2.4M · 52 shares
$2.4M · 100 shares
$2.3M · 83 shares
$2.2M · 25 shares
$2.1M · 22 shares
$2.0M · 19 shares
$1.8M · 39 shares
$1.7M · 100 shares
$1.7M · 26 shares
$1.6M · 100 shares
$1.3M · 150 shares
$1.2M · 29 shares
$1.2M · 8 shares
$1.1M · 27 shares
$799K · 15 shares
$787K · 4 shares
$761K · 234 shares
$681K · 15 shares
$631K · 1 shares
OMEGA THERAPEUTICS INC
$560K · 750 shares
$444K · 13 shares
$354K · 100 shares
$313K · 10 shares
$304K · 17 shares
$301K · 7 shares
$282K · 4 shares
$229K · 26 shares
$149K · 35 shares
$122K · 250 shares
$102K · 4 shares
$67K · 100 shares
$19K · 0 shares
$18K · 0 shares
$14K · 1 shares
$12K · 1 shares
$11K · 1 shares
$10K · 0 shares
$10K · 0 shares
$9K · 0 shares
$9K · 0 shares
$8K · 0 shares
$7K · 0 shares
$6K · 0 shares
$6K · 0 shares
$6K · 1 shares
$5K · 0 shares
$4K · 0 shares
$4K · 1 shares
$3K · 0 shares
$2K · 1 shares
MULLEN AUTOMOTIVE INC
$2K · 1 shares
GRYPHON DIGITAL MNG INC
$1K · 1 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 477 | $1.2T | 50.7% |
| Technology | 156 | $395.1B | 16.6% |
| Healthcare | 89 | $160.3B | 6.7% |
| Consumer Cyclical | 94 | $141.5B | 6.0% |
| Industrials | 96 | $109.7B | 4.6% |
| Communication Services | 41 | $98.3B | 4.1% |
| Unknown | 96 | $82.6B | 3.5% |
| Consumer Defensive | 36 | $77.3B | 3.3% |
| Energy | 39 | $51.4B | 2.2% |
| Utilities | 36 | $24.3B | 1.0% |
| Real Estate | 35 | $18.1B | 0.8% |
| Basic Materials | 34 | $14.2B | 0.6% |