Sandy Spring Bank

Q1 2025 13F Holdings

  • Location
    olney, MD
  • Num holdings

    1,229

  • Value ($000)

    $2,378,011

  • Date Filed
    05/12/2025
  • Form type
    13F-HR
  • CIK
    0001457833
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$138.63M
6 %

2,375,889

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$107.97M
5 %

192,158

AAPL
AAPL

APPLE, INC.

COM
$103.97M
4 %

468,063

NVDA
NVDA

NVIDIA CORP

COM
$77.54M
3 %

715,491

MSFT
MSFT

MICROSOFT CORP

COM
$75.29M
3 %

200,569

IJR
IJR

ISHARES S&P SMALLCAP 600 INDEX FUND

CORE S&P SCP ETF
$72.66M
3 %

694,813

SPY
SPY

SPDR S&P 500 ETF TRUST

TR UNIT
$59.80M
3 %

106,906

AMZN
AMZN

AMAZON COM INC

COM
$49.78M
2 %

261,665

MDY
MDY

MIDCAP 400 SPDR TRUST SERIES 1

UTSER1 S&PDCRP
$49.10M
2 %

92,031

JEPI
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
$44.04M
2 %

770,714

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