Sandy Spring Bank Incresed Positions in Q1 2025

Sandy Spring Bank

  • $2.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
261K
+ 39.82%
$36.91 - $41.03 $9.65M - $10.7M
918K $36.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.52K
+ 3.77%
$442.66 - $534.52 $1.56M - $1.88M
96.9K $51.6M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
85.9K
+ 122.24%
$89.18 - $104.04 $7.66M - $8.94M
156K $14.3M
LLY
Eli Lilly & CO

Healthcare
4.55K
+ 21.64%
$725.72 - $929.72 $3.3M - $4.23M
25.6K $21.1M
IJK
Ishares S&P Midcap 400 Growth

ETFs
55.6K
+ 33.01%
$81.62 - $96.63 $4.54M - $5.37M
224K $18.7M
RDVY
First Trust Rising Dividend Ac

ETFs
42.9K
+ 92.86%
$57.22 - $63.39 $2.46M - $2.72M
89.2K $5.22M
VEA
Vanguard Ftse Developed Market

ETFs
13.7K
+ 2.79%
$47.4 - $52.99 $648K - $725K
504K $25.6M
JEPI
J P Morgan Exchange Traded Fd

ETFs
35.8K
+ 4.87%
$56.17 - $59.71 $2.01M - $2.14M
771K $44M
XOM
Exxon Mobil Corp

Energy
1.45K
+ 1.34%
$105.44 - $118.93 $152K - $172K
109K $13M
AZN
Astrazeneca PLC

Healthcare
8.7K
+ 10.53%
$65.37 - $77.96 $569K - $678K
91.3K $6.71M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
26.4K
+ 82.77%
$41.61 - $44.72 $1.1M - $1.18M
58.3K $2.52M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.62K
+ 33.81%
$402.49 - $513.76 $650K - $830K
6.39K $3.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
20.9K
+ 11.12%
$50.39 - $50.66 $1.05M - $1.06M
209K $10.6M
CBRE
Cbre Group, Inc.

Real Estate
8.07K
+ 533.6%
$121.79 - $147.13 $983K - $1.19M
9.58K $1.25M
UBER
Uber Technologies, Inc

Technology
6.67K
+ 16.82%
$63.17 - $81.49 $421K - $543K
46.3K $3.37M
IEMG
Ishares Inc

ETFs
16.7K
+ 34.8%
N/A
64.8K $3.48M
VCIT
Vanguard Intermediate Term Cor

ETFs
9.86K
+ 20.58%
$79.17 - $82.04 $780K - $809K
57.8K $4.72M
TJX
Tjx Companies Inc

Consumer Cyclical
5.5K
+ 5.32%
$112.81 - $126.16 $621K - $694K
109K $13.3M
SPGI
S&P Global Inc.

Financial Services
1.12K
+ 8.26%
$478.26 - $543.77 $538K - $611K
14.7K $7.49M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
13K
+ 63.78%
$51.26 - $52.53 $669K - $685K
33.5K $1.73M
COST
Costco Wholesale Corp

Consumer Defensive
33
+ 0.15%
$890.62 - $1076.86 $29.4K - $35.5K
21.5K $20.3M
LNG
Cheniere Energy, Inc.

Energy
559
+ 1.76%
$209.32 - $253.66 $117K - $142K
32.3K $7.48M
ISRG
Intuitive Surgical Inc

Healthcare
2.06K
+ 15.09%
$476.63 - $610.45 $980K - $1.26M
15.7K $7.77M
VRT
Vertiv Holdings CO

Industrials
6.98K
+ 36.69%
N/A
26K $2.25M
CI
Cigna Corp

Healthcare
38
+ 0.38%
$274.49 - $329.0 $10.4K - $12.5K
9.99K $3.29M
ICE
Intercontinental Exchange, Inc.

Financial Services
991
+ 6.65%
$142.8 - $176.36 $142K - $175K
15.9K $2.74M
WELL
Welltower Inc.

Real Estate
470
+ 2.85%
$124.05 - $156.86 $58.3K - $73.7K
17K $2.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
30.4K
+ 11.75%
$50.44 - $58.1 $1.53M - $1.77M
289K $14.9M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
17.5K
+ 6.87%
$20.1 - $20.8 $351K - $363K
272K $5.64M
COP
Conocophillips

Energy
2.06K
+ 4.94%
$88.6 - $105.85 $183K - $218K
43.8K $4.6M
FDVV
Fidelity High Dividend ETF

ETFs
9.21K
+ 3020.66%
$48.86 - $52.28 $450K - $482K
9.52K $472K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
13.4K
+ 6.6%
$24.21 - $25.09 $325K - $336K
216K $5.41M
XLB
Select Sector Spdr Fd Material

ETFs
2.95K
+ 3.9%
$83.19 - $90.99 $246K - $269K
78.6K $6.76M
AEM
Agnico Eagle Mines LTD

Basic Materials
67
+ 0.53%
$79.66 - $108.41 $5.34K - $7.26K
12.8K $1.39M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.1K
+ 4.89%
$24.79 - $25.26 $275K - $280K
238K $6.01M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.37K
+ 1.2%
$42.5 - $46.71 $101K - $111K
200K $9.03M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
10.9K
+ 4.59%
$22.61 - $23.14 $247K - $253K
249K $5.76M
BKR
Baker Hughes CO

Energy
6.52K
+ 52.89%
$41.16 - $48.85 $268K - $318K
18.8K $827K
NEE
Nextera Energy Inc

Utilities
6.71K
+ 3.47%
$66.96 - $76.16 $449K - $511K
200K $14.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.54K
+ 7.91%
$77.7 - $78.94 $275K - $279K
48.3K $3.81M
IBDV
Ishares Tr

Technology
10.5K
+ 4.3%
$21.11 - $21.73 $222K - $229K
255K $5.55M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
10.5K
+ 4.38%
$23.9 - $24.18 $250K - $253K
249K $6.03M
AVGO
Broadcom Inc.

Technology
10.6K
+ 45.42%
$167.43 - $244.7 $1.77M - $2.59M
33.9K $5.67M
PLD
Prologis, Inc.

Real Estate
1.13K
+ 5.27%
$103.59 - $124.04 $117K - $140K
22.6K $2.53M
DFAR
Dimensional ETF Tr Dimensional

ETFs
9.71K
+ 79.7%
$22.35 - $24.52 $217K - $238K
21.9K $520K
D
Dominion Energy, Inc

Utilities
2.07K
+ 4.09%
$52.85 - $57.43 $109K - $119K
52.7K $2.95M
ASML
Asml Holding Nv

Technology
665
+ 9.23%
$662.63 - $776.99 $441K - $517K
7.87K $5.21M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.13K
+ 15.14%
$25.08 - $25.39 $204K - $206K
61.8K $1.56M
UL
Unilever PLC

Consumer Defensive
97
+ 0.14%
$54.72 - $60.29 $5.31K - $5.85K
71K $4.23M
Activity Summary
Buys All Purchases 404 New Holdings 123 Increased Positions 281 Sells All Sells 373 Reductions 373 Sold out 0 Options Calls 0 Puts 0
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