Sandy Spring Bank

CIK 1457833 · Lihat di SEC EDGAR ↗

Bobot 10 kepemilikan teratas34,49%

Bobot 25 kepemilikan teratas52,07%

Posisi di atas 1%19

Jumlah posisi efektif56,7

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Posisi baru120

Meningkat281

Menurun373

Tertutup0

Nilai Portofolio $2.4B #1.431 dari 9.337 berdasarkan nilai 13F · top 15.3%

Posisi 1.217

Per tanggal 31 Maret 2025 Data per Q1 2025

Rincian sektor

Technology 15,8%

Financials 10,6%

Healthcare 6,8%

Retail 5,9%

Industrials 5,1%

Communication Services 4,8%

Energy 2,1%

Consumer Discretionary 1,8%

Utilities 1,0%

Consumer Staples 1,0%

Real Estate 0,8%

Consumer products 0,7%

Materials 0,6%

Lainnya/Tidak terpetakan 43,1%

Portofolio lengkap 1.217 posisi

Cari posisi berdasarkan ticker atau nama perusahaan

					Rentetan
IJH iShares Trust	$144.877.621	6,09%	2.482.907	$-7.899.616	Naik ×1
IVV iShares Trust	$135.500.669	5,70%	241.147	$-3.886.517	Naik ×1
AAPL Apple Inc. - Common Stock	$103.970.814	4,37%	468.063	$-16.158.069	Turun ×1
NVDA NVIDIA Corporation - Common Stock	$77.544.977	3,26%	715.491	$-18.520.868	Naik ×1
MSFT Microsoft Corporation - Common Stock	$75.291.708	3,17%	200.569	$-12.430.658	Turun ×1
IJR iShares Trust	$72.656.570	3,06%	694.813	$-5.118.670	Naik ×1
SPY SPY	$59.802.228	2,51%	106.906	$-4.174.010	Turun ×1
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B	$51.628.356	2,17%	96.940	$9.283.575	Naik ×1
AMZN Amazon.com, Inc. - Common Stock	$49.784.393	2,09%	261.665	$-7.375.601	Naik ×1
MDY State Street SPDR S&P MIDCAP 400 ETF Trust	$49.096.927	2,06%	92.031	$-3.907.578	Turun ×1
JEPI JPMorgan Equity Premium Income ETF	$44.038.619	1,85%	770.714	$1.760.204	Naik ×1
JPM JP Morgan Chase & Co. Common Stock	$38.886.689	1,64%	158.527	$-1.447.231	Turun ×1
IQLT iShares Trust	$36.419.768	1,53%	917.606	$12.058.482	Naik ×1
IUSV iShares Core S&P U.S. Value ETF	$33.412.339	1,41%	362.036	$-263.623	Turun ×1
GOOG Alphabet Inc. - Class C Capital Stock	$32.025.076	1,35%	204.986	$-7.493.940	Turun ×1
IUSG iShares Core S&P U.S. Growth ETF	$29.421.726	1,24%	231.521	$-3.118.060	Turun ×1
VEA Vanguard FTSE Developed Markets ETF	$25.629.261	1,08%	504.215	$2.171.541	Naik ×1
PANW Palo Alto Networks, Inc. - Common Stock	$23.920.828	1,01%	140.183	$-369.377	Naik ×1
MA Mastercard Incorporated Common Stock	$23.817.184	1,00%	43.452	$142.890	Turun ×1
META Meta Platforms, Inc. - Class A Common Stock	$23.589.493	0,99%	40.928	$-159.435	Naik ×1
RTX RTX Corporation Common Stock	$21.766.670	0,92%	164.327	$2.726.822	Turun ×1
WMT Walmart Inc. - Common Stock	$21.481.934	0,90%	244.697	$-2.253.734	Turun ×1
DON WisdomTree Trust	$21.442.557	0,90%	433.008	$-5.335.363	Turun ×1
GOOGL Alphabet Inc. - Class A Common Stock	$21.125.529	0,89%	136.611	$-5.495.389	Turun ×1
LLY Eli Lilly and Company Common Stock	$21.102.309	0,89%	25.550	$4.886.932	Naik ×1
COST Costco Wholesale Corporation - Common Stock	$20.339.029	0,86%	21.505	$664.849	Naik ×1
MCD McDonald's Corporation Common Stock	$18.673.958	0,79%	59.781	$161.118	Turun ×1
IJK iShares Trust	$18.662.600	0,78%	224.095	$3.342.786	Naik ×1
HD Home Depot, Inc. (The) Common Stock	$16.635.500	0,70%	45.391	$-2.299.498	Turun ×1
JNJ Johnson & Johnson Common Stock	$16.266.345	0,68%	98.084	$1.141.067	Turun ×1
VONG Vanguard Russell 1000 Growth ETF	$15.594.195	0,66%	168.059	$87.728	Naik ×1
GS Goldman Sachs Group, Inc. (The) Common Stock	$14.989.060	0,63%	27.438	$-745.282	Turun ×1
DFAT Dimensional ETF Trust	$14.880.615	0,63%	289.000	$486.602	Naik ×1
V Visa Inc.	$14.746.564	0,62%	42.078	$872.490	Turun ×1
TMO Thermo Fisher Scientific Inc Common Stock	$14.533.706	0,61%	29.208	$-866.980	Turun ×1
XMHQ Invesco Exchange-Traded Fund Trust	$14.294.424	0,60%	156.172	$7.374.838	Naik ×1
NEE NextEra Energy, Inc. Common Stock	$14.180.982	0,60%	200.042	$321.100	Naik ×1
DHR Danaher Corporation Common Stock	$13.859.660	0,58%	67.608	$-3.649.736	Turun ×1
ABT Abbott Laboratories Common Stock	$13.767.440	0,58%	103.788	$1.740.676	Turun ×1
BX Blackstone Inc. Common Stock	$13.702.506	0,58%	98.029	$-2.958.247	Naik ×1
ACN Accenture plc Class A Ordinary Shares (Ireland)	$13.442.372	0,57%	43.079	$-1.641.681	Naik ×1
AXP American Express Company Common Stock	$13.394.977	0,56%	49.786	$-1.653.819	Turun ×1
TJX TJX Companies, Inc. (The) Common Stock	$13.262.559	0,56%	108.888	$772.495	Naik ×1
VUG Vanguard Morningstar Growth ETF	$13.104.055	0,55%	35.338	$-375.337	Naik ×1
XOM Exxon Mobil Corporation Common Stock	$12.960.640	0,55%	108.977	$1.393.526	Naik ×1
LOW Lowe's Companies, Inc. Common Stock	$12.906.400	0,54%	55.338	$-882.902	Turun ×1
DFUV Dimensional ETF Trust	$12.686.158	0,53%	307.842	$-780.079	Turun ×1
ETN Eaton Corporation, PLC Ordinary Shares	$11.275.238	0,47%	41.479	$-1.281.064	Naik ×1
BLK BlackRock, Inc. Common Stock	$11.157.665	0,47%	11.789	$-1.258.048	Turun ×1
JPST JPMorgan Ultra-Short Income ETF	$10.572.091	0,44%	208.811	$1.106.571	Naik ×1
ZTS Zoetis Inc. Class A Common Stock	$10.137.458	0,43%	61.570	$-1.219.698	Turun ×1
AMT American Tower Corporation (REIT) Common Stock	$9.889.473	0,42%	45.448	$857.735	Turun ×1
ORCL Oracle Corporation Common Stock	$9.833.290	0,41%	70.333	$-3.031.842	Turun ×1
MAR Marriott International - Class A Common Stock	$9.767.640	0,41%	41.006	$-1.845.136	Turun ×1
CRM Salesforce, Inc. Common Stock	$9.524.461	0,40%	35.491	$-2.454.673	Turun ×1
DIS Walt Disney Company (The) Common Stock	$9.522.123	0,40%	96.475	$-1.945.058	Turun ×1
SCHW Charles Schwab Corporation (The) Common Stock	$9.457.658	0,40%	120.818	$420.051	Turun ×1
IYW iShares U.S. Technology ETF	$9.340.991	0,39%	66.512	$-1.879.211	Turun ×1
PEP PepsiCo, Inc. - Common Stock	$9.243.050	0,39%	61.645	$-276.047	Turun ×1
IWB iShares Russell 1000 ETF	$9.173.408	0,39%	29.906	$-429.896	Naik ×1
COF Capital One Financial Corporation Common Stock	$9.151.113	0,38%	51.038	$-142.925	Turun ×1
VWO Vanguard FTSE Emerging Markets ETF	$9.030.099	0,38%	199.516	$347.941	Naik ×1
SYK Stryker Corporation Common Stock	$8.692.783	0,37%	23.352	$-145.015	Turun ×1
NOW ServiceNow, Inc. Common Stock	$8.495.611	0,36%	10.671	$-558.875	Naik ×1
WM Waste Management, Inc. Common Stock	$8.325.101	0,35%	35.960	$848.982	Turun ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd.	$8.250.366	0,35%	49.701	$-1.328.690	Naik ×1
SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares)	$7.877.648	0,33%	107.501	$523.094	Turun ×1
PG Procter & Gamble Company (The) Common Stock	$7.789.733	0,33%	45.709	$-1.404.651	Turun ×1
ISRG Intuitive Surgical, Inc. - Common Stock	$7.771.283	0,33%	15.691	$654.879	Naik ×1
SHBI Shore Bancshares, Inc. - Common Stock	$7.765.218	0,33%	573.502	$-1.324.789
SPGI S&P Global Inc. Common Stock	$7.489.122	0,31%	14.739	$708.212	Naik ×1
LNG Cheniere Energy, Inc. Common Stock	$7.481.422	0,31%	32.331	$654.546	Naik ×1
XLK SELECT SECTOR SPDR TRUST	$7.104.153	0,30%	34.406	$-1.012.192	Turun ×1
CSCO Cisco Systems, Inc. - Common Stock	$7.025.250	0,30%	113.843	$-331.777	Turun ×1
XLB XLB	$6.762.069	0,28%	78.647	$393.175	Naik ×1
EFA iShares Trust	$6.717.154	0,28%	82.187	$357.613	Turun ×1
AZN AstraZeneca PLC - American Depositary Shares	$6.711.621	0,28%	91.315	$1.298.583	Naik ×1
ADBE Adobe Inc. - Common Stock	$6.592.882	0,28%	17.190	$-3.153.614	Turun ×1
UNH UnitedHealth Group Incorporated Common Stock (DE)	$6.555.562	0,28%	12.517	$-120.442	Turun ×1
DFUS Dimensional ETF Trust	$6.344.209	0,27%	104.898	$-296.147	Naik ×1
IBDS iShares Trust	$6.031.242	0,25%	249.431	$305.425	Naik ×1
IBDT iShares Trust	$6.006.095	0,25%	237.771	$361.614	Naik ×1
APD Air Products and Chemicals, Inc. Common Stock	$6.003.527	0,25%	20.356	$186.351	Naik ×1
IBDR iShares Trust	$5.954.764	0,25%	245.963	$244.758	Naik ×1
MCHP Microchip Technology Incorporated - Common Stock	$5.948.040	0,25%	122.868	$-762.025	Naik ×1
ABBV AbbVie Inc. Common Stock	$5.904.128	0,25%	28.179	$-402.980	Turun ×1
TT Trane Technologies plc	$5.866.620	0,25%	17.413	$-16.572	Naik ×1
HON Honeywell International Inc. - Common Stock	$5.774.423	0,24%	27.270	$-380.628	Naik ×1
IBDU iShares Trust	$5.759.717	0,24%	249.015	$331.356	Naik ×1
QCOM QUALCOMM Incorporated - Common Stock	$5.688.637	0,24%	37.033	$109.623	Naik ×1
AVGO Broadcom Inc. - Common Stock	$5.671.873	0,24%	33.876	$271.216	Naik ×1
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$5.638.481	0,24%	271.734	$464.188	Naik ×1
QQQ Invesco QQQ Trust, Series 1	$5.628.664	0,24%	12.003	$-823.295	Turun ×1
TMUS T-Mobile US, Inc. - Common Stock	$5.594.163	0,24%	20.975	$960.674	Turun ×1
VZ Verizon Communications Inc. Common Stock	$5.565.703	0,23%	122.701	$590.272	Turun ×1
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$5.547.049	0,23%	255.389	$316.818	Naik ×1
XLF SELECT SECTOR SPDR TRUST	$5.530.850	0,23%	111.039	$67.543	Turun ×1
LH Labcorp Holdings Inc. Common Stock	$5.463.804	0,23%	23.476	$-208.427	Turun ×1
CVX Chevron Corporation Common Stock	$5.442.848	0,23%	32.536	$515.390	Turun ×1
IBDX iShares iBonds Dec 2032 Term Corporate ETF	$5.407.511	0,23%	216.387	$418.238	Naik ×1
Tidak ada hasil

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas	Nilai	Saham	% dari portofolio
BRK-A (diajukan sebagai BRKA)	$4.790.650	6	0,20%
BINC	$538.187	10.275	0,02%
IHAK	$117.310	2.497	0,00%
DMF	$101.389	14.121	0,00%
FELG	$96.107	3.051	0,00%
CYBR	$50.700	150	0,00%
SPIP	$44.475	1.686	0,00%
GIB	$40.631	407	0,00%
FMDE	$40.116	1.280	0,00%
NZF	$36.409	2.977	0,00%
NXJ	$34.981	2.972	0,00%
MUE	$34.920	3.492	0,00%
SPIB	$32.975	992	0,00%
ESML	$32.611	849	0,00%
CRK	$25.323	1.245	0,00%

Penggerak teratas (QoQ)

Sekuritas	Aksi	Saham Δ	Nilai Δ
NVDA	Beli lebih banyak	+130	-$18.5M
AAPL	Dipangkas	-12K	-$16.2M
MSFT	Dipangkas	-8K	-$12.4M
IQLT	Beli lebih banyak	+261K	+$12.1M
BRK-B (diajukan sebagai BRKB)	Beli lebih banyak	+4K	+$9.3M
IJH	Beli lebih banyak	+31K	-$7.9M
GOOG	Dipangkas	-3K	-$7.5M
AMZN	Beli lebih banyak	+1K	-$7.4M
XMHQ	Beli lebih banyak	+86K	+$7.4M
GOOGL	Dipangkas	-4K	-$5.5M