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
I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$138.63M
6 %

2,375,889

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$107.97M
5 %

192,158

A
AAPL

APPLE, INC.

COM
037833100
$103.97M
4 %

468,063

N
NVDA

NVIDIA CORP

COM
67066G104
$77.54M
3 %

715,491

M
MSFT

MICROSOFT CORP

COM
594918104
$75.29M
3 %

200,569

I
IJR

ISHARES S&P SMALLCAP 600 INDEX FUND

CORE S&P SCP ETF
464287804
$72.66M
3 %

694,813

S
SPY

SPDR S&P 500 ETF TRUST

TR UNIT
78462F103
$59.80M
3 %

106,906

A
AMZN

AMAZON COM INC

COM
023135106
$49.78M
2 %

261,665

M
MDY

MIDCAP 400 SPDR TRUST SERIES 1

UTSER1 S&PDCRP
78467Y107
$49.10M
2 %

92,031

J
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
46641Q332
$44.04M
2 %

770,714

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