HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES S&P MIDCAP 400 INDEX (IJH) |
462,533 | +6,551 | $128,191 |
| IJH | 462,533 | +6,551 | $128,191 |
| ISHARES S&P 500 INDEX FUND (IVV) |
218,054 | -3,338 | $104,149 |
| IVV | 218,054 | -3,338 | $104,149 |
| APPLE INC. |
483,841 | +16,237 | $93,154 |
| AAPL | 483,841 | +16,237 | $93,154 |
| MICROSOFT CORP |
214,715 | -4,618 | $80,742 |
| MSFT | 214,715 | -4,618 | $80,742 |
| ISHARES S&P SMALLCAP 600 INDEX FUND (IJR) |
632,173 | +20,150 | $68,433 |
| IJR | 632,173 | +20,150 | $68,433 |
| SPDR S&P 500 ETF TRUST (SPY) |
112,708 | -792 | $53,571 |
| SPY | 112,708 | -792 | $53,571 |
| MIDCAP 400 SPDR TRUST SERIES 1 (MDY) |
99,583 | +1,086 | $50,526 |
| MDY | 99,583 | +1,086 | $50,526 |
| AMAZON COM INC |
247,151 | -3,102 | $37,552 |
| AMZN | 247,151 | -3,102 | $37,552 |
| NVIDIA CORP |
74,525 | -127 | $36,907 |
| NVDA | 74,525 | -127 | $36,907 |
| ISHARES CORE S&P VALUE ETF (IUSV) |
404,871 | -9,526 | $34,143 |
| IUSV | 404,871 | -9,526 | $34,143 |
| ISHARES CORE S&P US GROWTH (IUSG) |
287,278 | -5,210 | $29,906 |
| IUSG | 287,278 | -5,210 | $29,906 |
| ALPHABET INC CL C |
207,056 | -2,400 | $29,180 |
| GOOG | 207,056 | -2,400 | $29,180 |
| J P MORGAN CHASE & CO |
169,786 | -263 | $28,881 |
| JPM | 169,786 | -263 | $28,881 |
| WISDOMTREE TR |
598,222 | -7,630 | $27,333 |
| DON | 598,222 | -7,630 | $27,333 |
 BERKSHIRE HATHAWAY INC B |
$24,043 | ||
| BRK.B | 67,411 | +7,334 | $24,043 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
422,357 | +99,695 | $23,221 |
| JEPI | 422,357 | +99,695 | $23,221 |
| VANGUARD MSCI EAFE ETF (VEA) |
445,555 | +9,285 | $21,342 |
| VEA | 445,555 | +9,285 | $21,342 |
| MASTERCARD INC |
49,215 | -525 | $20,991 |
| MA | 49,215 | -525 | $20,991 |
| ALPHABET INC CL A |
143,827 | -1,352 | $20,091 |
| GOOGL | 143,827 | -1,352 | $20,091 |
| DANAHER CORP |
82,662 | +202 | $19,123 |
| DHR | 82,662 | +202 | $19,123 |
| MC DONALDS CORP |
64,399 | -413 | $19,095 |
| MCD | 64,399 | -413 | $19,095 |
| JOHNSON & JOHNSON |
114,358 | -1,181 | $17,925 |
| JNJ | 114,358 | -1,181 | $17,925 |
| HOME DEPOT INC |
51,184 | -72 | $17,738 |
| HD | 51,184 | -72 | $17,738 |
| PALO ALTO NETWORKS INC |
56,608 | -839 | $16,693 |
| PANW | 56,608 | -839 | $16,693 |
| ABBOTT LABORATORIES |
147,483 | -6,837 | $16,233 |
| ABT | 147,483 | -6,837 | $16,233 |
| THERMO FISHER SCIENTIFIC INC |
29,365 | +930 | $15,586 |
| TMO | 29,365 | +930 | $15,586 |
| WAL MART STORES INC |
97,866 | +1,676 | $15,429 |
| WMT | 97,866 | +1,676 | $15,429 |
| ACCENTURE PLC CL A |
43,238 | +32 | $15,173 |
| ACN | 43,238 | +32 | $15,173 |
| COSTCO WHOLESALE CORPORATION |
21,457 | -446 | $14,163 |
| COST | 21,457 | -446 | $14,163 |
| RAYTHEON TECHNOLOGIES CORP |
160,071 | +2,399 | $13,468 |
| RTX | 160,071 | +2,399 | $13,468 |
| ADOBE SYSTEMS INC |
22,262 | -1,306 | $13,282 |
| ADBE | 22,262 | -1,306 | $13,282 |
| ZOETIS INC |
66,655 | +99 | $13,156 |
| ZTS | 66,655 | +99 | $13,156 |
| LOWE S COMPANIES INC |
58,697 | -1,040 | $13,063 |
| LOW | 58,697 | -1,040 | $13,063 |
| BLACKSTONE INC |
99,152 | -1,543 | $12,981 |
| BX | 99,152 | -1,543 | $12,981 |
| META PLATFORMS INC. CL A |
35,273 | +308 | $12,485 |
| META | 35,273 | +308 | $12,485 |
| VISA INC A |
46,146 | -1,486 | $12,014 |
| V | 46,146 | -1,486 | $12,014 |
| BLACKROCK INC |
14,171 | -73 | $11,504 |
| BLK | 14,171 | -73 | $11,504 |
| WALT DISNEY COMPANY |
125,589 | -7,292 | $11,339 |
| DIS | 125,589 | -7,292 | $11,339 |
| PEPSICO INC |
66,385 | +9,460 | $11,275 |
| PEP | 66,385 | +9,460 | $11,275 |
| GOLDMAN SACHS GROUP INC |
28,096 | +72 | $10,839 |
| GS | 28,096 | +72 | $10,839 |
| EXXON MOBIL CORPORATION |
105,717 | +391 | $10,570 |
| XOM | 105,717 | +391 | $10,570 |
| AMERICAN TOWER CORP |
48,641 | +46 | $10,501 |
| AMT | 48,641 | +46 | $10,501 |
| AMERICAN EXPRESS CO |
55,377 | +167 | $10,374 |
| AXP | 55,377 | +167 | $10,374 |
| SALESFORCE.COM INC |
38,866 | -1,691 | $10,227 |
| CRM | 38,866 | -1,691 | $10,227 |
| MICROCHIP TECHNOLOGY INCORPORATED |
113,123 | +238 | $10,201 |
| MCHP | 113,123 | +238 | $10,201 |
| NEXTERA ENERGY INC |
164,467 | +8,136 | $9,990 |
| NEE | 164,467 | +8,136 | $9,990 |
| THE CHARLES SCHWAB CORPORATION |
142,923 | +981 | $9,833 |
| SCHW | 142,923 | +981 | $9,833 |
| CISCO SYSTEMS INC |
191,116 | -1,410 | $9,655 |
| CSCO | 191,116 | -1,410 | $9,655 |
| MARRIOTT INTERNATIONAL INC CL A |
42,793 | -15 | $9,650 |
| MAR | 42,793 | -15 | $9,650 |
| TJX COMPANIES INC. |
101,587 | +2,521 | $9,530 |
| TJX | 101,587 | +2,521 | $9,530 |
See Full List: All Stocks Held By Sandy Spring Bank
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sandy Spring Bank
|
Size ($ in 1000's)
At 12/31/2023: $2,009,238 At 09/30/2023: $1,798,281 Combined Holding Report Includes:
Sandy Spring Bank holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sandy Spring Bank 13F filings. Link to 13F filings: SEC filings |
