SANDY SPRING BANK
Q1 2025 Form 13-F
OLNEY, MARYLAND
CIK 0001457833
· Institutional investment manager
Consolidated report · includes
3 managers
since Q2 2013
$2.4B Reported Value Total
Reported value
$2.4B
Quarter over quarter
-4.3%
Holdings
1,217
Top-10 concentration
34.5%
Filing Structure
Reports holdings for
- SANDY SPRING BANCORP INC · File #028-13477 · since Q1 2024 · declared by one filing
- West Financial Services Inc · File #028-14179 · since Q2 2013
- SSB Wealth Management, Inc. (not a 13F filer in our records) · File #028-23395 · since Q1 2020
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Robert M. Gorman
Executive Vice President and Chief Financial Officer
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
Loading 13F Metrics
Q1 2025 13F record
Q1 2025 13F filing summary
| Period of report | March 31, 2025 |
|---|---|
| Filed | May 12, 2025 |
| Form | 13F-HR |
| Reported value | $2.4B |
| Positions | 1,217 |
| Change in reported value | -3.7% |
| New positions | 120 |
| Exited positions | 127 |
| Position turnover | 18.4% |
| Top-10 concentration | 34.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q1 2025 13F
Filed May 12, 2025
|
1,217 | $2.4B |
|
Q4 2024 13F
Filed Feb 11, 2025
|
1,221 | $2.5B |
|
Q3 2024 13F
Filed Oct 25, 2024
|
1,198 | $2.4B |
|
Q2 2024 13F
Filed Aug 6, 2024
|
1,274 | $2.3B |
|
Q1 2024 13F
Filed May 8, 2024
|
1,241 | $2.2B |
|
Q4 2023 13F
Filed Jan 26, 2024
|
1,177 | $2.0B |
|
Q3 2023 13F
Filed Oct 30, 2023
|
1,184 | $1.8B |
|
Q2 2023 13F
Filed Aug 4, 2023
|
1,227 | $1.9B |
|
Q1 2023 13F
Filed May 5, 2023
|
1,162 | $1.8B |
|
Q4 2022 13F
Filed Feb 10, 2023
|
1,145 | $1.7B |
|
Q3 2022 13F
Filed Nov 2, 2022
|
1,067 | $1.6B |
|
Q2 2022 13F
Filed Jul 21, 2022
|
1,069 | $1.7B |
|
Q1 2022 13F
Filed May 3, 2022
|
1,079 | $2.0B |
|
Q4 2021 13F
Filed Feb 11, 2022
|
1,166 | $2.1B |
|
Q3 2021 13F
Filed Nov 5, 2021
|
1,088 | $1.9B |
|
Q2 2021 13F
Filed Aug 9, 2021
|
1,098 | $1.9B |
|
Q1 2021 13F
Filed May 3, 2021
|
962 | $1.7B |
|
Q4 2020 13F
Filed Feb 3, 2021
|
914 | $1.6B |
|
Q3 2020 13F
Filed Nov 9, 2020
|
816 | $1.5B |
|
Q2 2020 13F
Filed Aug 12, 2020
|
849 | $1.3B |
28 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | IJH ISHARES S&P MIDCAP 400 INDEX | $144.9M | 6.09% |
| 2 | IVV ISHARES TR | $135.5M | 5.7% |
| 3 | AAPL APPLE, INC. | $104.0M | 4.37% |
| 4 | NVDA NVIDIA CORP | $77.5M | 3.26% |
| 5 | MSFT MICROSOFT CORP | $75.3M | 3.17% |
| 6 | IJR ISHARES S&P SMALLCAP 600 INDEX FUND | $72.7M | 3.06% |
| 7 | SPY SPDR S&P 500 ETF TRUST | $59.8M | 2.51% |
| 8 | BRK-B BERKSHIRE HATHAWAY INC B | $51.6M | 2.17% |
| 9 | AMZN AMAZON COM INC | $49.8M | 2.09% |
| 10 | MDY MIDCAP 400 SPDR TRUST SERIES 1 | $49.1M | 2.06% |
| 11 | JEPI J P MORGAN EXCHANGE TRADED F | $44.0M | 1.85% |
| 12 | JPM J P MORGAN CHASE & CO | $38.9M | 1.64% |
| 13 | IQLT ISHARES TR | $36.4M | 1.53% |
| 14 | IUSV ISHARES CORE S&P VALUE ETF | $33.4M | 1.41% |
| 15 | GOOG ALPHABET INC-CL C | $32.0M | 1.35% |
| 16 | IUSG ISHARES CORE S&P US GROWTH | $29.4M | 1.24% |
| 17 | VEA VANGUARD MSCI EAFE ETF | $25.6M | 1.08% |
| 18 | PANW PALO ALTO NETWORKS INC | $23.9M | 1.01% |
| 19 | MA MASTERCARD, INC | $23.8M | 1.0% |
| 20 | META META PLATFORMS, INC. CL A | $23.6M | 0.99% |
Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.