Sandy Spring Bank quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2024-12-31 to 2025-03-31, Sandy Spring Bank opened 65 positions, added to 146, reduced 266, sold out of 80 and left 261 unchanged. The largest increase in value was BRKB (+$9,283,575); the largest decrease was NVDA (-$18,520,868).
- NVDA: Country of operation United States; Class COM; Shares 2024-12-31 715,361; Shares 2025-03-31 715,491.
- BRKB: Country of operation —; Class CL B NEW; Shares 2024-12-31 93,418; Shares 2025-03-31 96,940.
- AMZN: Country of operation United States; Class COM; Shares 2024-12-31 260,541; Shares 2025-03-31 261,665.
- LLY: Country of operation United States; Class COM; Shares 2024-12-31 21,004; Shares 2025-03-31 25,550.
Two Form 13F-HR filings compared (SEC CIK 1457833): 2024-12-31 (filed 2025-02-11) and 2025-03-31 (filed 2025-05-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-12-31 | Shares 2025-03-31 | Share change | Value 2024-12-31 | Value 2025-03-31 | Value change |
|---|---|---|---|---|---|---|---|---|
| NVDA NVIDIA CORP | United States | COM | 715,361 | 715,491 | +130 | $96,065,845 | $77,544,977 | -$18,520,868 |
| BRKB BERKSHIRE HATHAWAY INC B | CL B NEW | 93,418 | 96,940 | +3,522 | $42,344,781 | $51,628,356 | +$9,283,575 | |
| AMZN AMAZON COM INC | United States | COM | 260,541 | 261,665 | +1,124 | $57,159,994 | $49,784,393 | -$7,375,601 |
| LLY ELI LILLY AND COMPANY | United States | COM | 21,004 | 25,550 | +4,546 | $16,215,377 | $21,102,309 | +$4,886,932 |
| BX BLACKSTONE INC | United States | COM | 96,629 | 98,029 | +1,400 | $16,660,753 | $13,702,506 | -$2,958,247 |
| ACN ACCENTURE PLC CL A | SHS CLASS A | 42,878 | 43,079 | +201 | $15,084,053 | $13,442,372 | -$1,641,681 | |
| XOMXXXX EXXON MOBIL CORPORATION | COM | 107,531 | 108,977 | +1,446 | $11,567,114 | $12,960,640 | +$1,393,526 | |
| AZO AUTOZONE INC | United States | COM | 464 | 730 | +266 | $1,485,728 | $2,783,330 | +$1,297,602 |
| ETN EATON CORP PLC | SHS | 37,835 | 41,479 | +3,644 | $12,556,302 | $11,275,238 | -$1,281,064 | |
| VRTX VERTEX PHARMACEUTICALS INC | United States | COM | 4,776 | 6,391 | +1,615 | $1,923,297 | $3,098,485 | +$1,175,188 |
| CBRE CBRE GROUP INC | United States | CL A | 1,512 | 9,580 | +8,068 | $198,511 | $1,252,873 | +$1,054,362 |
| TTD THE TRADE DESK INC | United States | COM CL A | 27,364 | 40,348 | +12,984 | $3,216,092 | $2,207,844 | -$1,008,248 |
| UBER UBER TECHNOLOGIES INC | United States | COM | 39,617 | 46,282 | +6,665 | $2,389,674 | $3,372,078 | +$982,404 |
| BAH BOOZ ALLEN HAMILTON HLDG COR | United States | CL A | 35,191 | 35,757 | +566 | $4,529,125 | $3,739,431 | -$789,694 |
| TJX TJX COMPANIES, INC. | United States | COM | 103,386 | 108,888 | +5,502 | $12,490,064 | $13,262,559 | +$772,495 |
| MCHP MICROCHIP TECHNOLOGY INCORPORATED | United States | COM | 117,002 | 122,868 | +5,866 | $6,710,065 | $5,948,040 | -$762,025 |
| SPGI S&P GLOBAL INC | United States | COM | 13,615 | 14,739 | +1,124 | $6,780,910 | $7,489,122 | +$708,212 |
| COST COSTCO WHOLESALE CORPORATION | United States | COM | 21,472 | 21,505 | +33 | $19,674,180 | $20,339,029 | +$664,849 |
| ISRG INTUITIVE SURGICAL INC | United States | COM NEW | 13,634 | 15,691 | +2,057 | $7,116,404 | $7,771,283 | +$654,879 |
| LNG CHENIERE ENERGY, INC | United States | COM NEW | 31,772 | 32,331 | +559 | $6,826,876 | $7,481,422 | +$654,546 |
| NOW SERVICENOW INC | United States | COM | 8,541 | 10,671 | +2,130 | $9,054,486 | $8,495,611 | -$558,875 |
| CI CIGNA CORP NEW | United States | COM | 9,954 | 9,992 | +38 | $2,748,698 | $3,287,368 | +$538,670 |
| ICE INTERCONTINENTAL EXCHANGE, INC | United States | COM | 14,901 | 15,892 | +991 | $2,220,400 | $2,741,370 | +$520,970 |
| WELL WELLTOWER INC | United States | COM | 16,512 | 16,982 | +470 | $2,081,009 | $2,601,813 | +$520,804 |
| PWR QUANTA SERVICES, INC | United States | COM | 13,218 | 14,446 | +1,228 | $4,177,549 | $3,671,885 | -$505,664 |
| COP CONOCOPHILLIPS | United States | COM | 41,751 | 43,813 | +2,062 | $4,140,436 | $4,601,239 | +$460,803 |
| CAT CATERPILLAR INC | United States | COM | 14,490 | 14,679 | +189 | $5,256,314 | $4,840,855 | -$415,459 |
| AEM AGNICO EAGLE MINES LTD | COM | 12,737 | 12,804 | +67 | $996,162 | $1,388,082 | +$391,920 | |
| HONZZZZ HONEYWELL INTERNATIONAL, INC | COM | 27,248 | 27,270 | +22 | $6,155,051 | $5,774,423 | -$380,628 | |
| PANW PALO ALTO NETWORKS INC | United States | COM | 133,492 | 140,183 | +6,691 | $24,290,205 | $23,920,828 | -$369,377 |
| BKR BAKER HUGHES COMPANY | United States | CL A | 12,321 | 18,837 | +6,516 | $505,408 | $827,887 | +$322,479 |
| NEE NEXTERA ENERGY, INC | United States | COM | 193,331 | 200,042 | +6,711 | $13,859,882 | $14,180,982 | +$321,100 |
| FSLR FIRST SOLAR INC | United States | COM | 7,556 | 8,125 | +569 | $1,331,670 | $1,027,244 | -$304,426 |
| VRT VERTIV HOLDINGS CO | United States | COM CL A | 19,037 | 26,021 | +6,984 | $2,162,799 | $1,878,722 | -$284,077 |
| AVGO BROADCOM INC. | United States | COM | 23,295 | 33,876 | +10,581 | $5,400,657 | $5,671,873 | +$271,216 |
| PLD PROLOGIS, INC | United States | COM | 21,462 | 22,592 | +1,130 | $2,268,535 | $2,525,561 | +$257,026 |
| D DOMINION RESOURCES, INC | United States | COM | 50,620 | 52,691 | +2,071 | $2,726,369 | $2,954,375 | +$228,006 |
| ASML ASML HOLDING N V | N Y REGISTRY SHS | 7,202 | 7,867 | +665 | $4,991,563 | $5,212,911 | +$221,348 | |
| ROK ROCKWELL AUTOMATION INC | United States | COM | 10,709 | 11,097 | +388 | $3,060,526 | $2,867,243 | -$193,283 |
| APD AIR PRODUCTS & CHEMICALS INC | United States | COM | 20,056 | 20,356 | +300 | $5,817,176 | $6,003,527 | +$186,351 |
| EOG EOG RES INC | United States | COM | 6,805 | 7,898 | +1,093 | $834,158 | $1,012,840 | +$178,682 |
| ATO ATMOS ENERGY CORPORATION | United States | COM | 7,512 | 7,878 | +366 | $1,046,196 | $1,217,781 | +$171,585 |
| META META PLATFORMS, INC. CL A | United States | CL A | 40,561 | 40,928 | +367 | $23,748,928 | $23,589,493 | -$159,435 |
| DDOG DATADOG INC | United States | CL A COM | 19,195 | 26,075 | +6,880 | $2,742,774 | $2,586,901 | -$155,873 |
| VLO VALERO ENERGY CORPORATION | United States | COM | 15,825 | 15,845 | +20 | $1,939,987 | $2,092,649 | +$152,662 |
| GE GENERAL ELECTRIC CO | United States | COM NEW | 4,328 | 4,340 | +12 | $721,823 | $868,613 | +$146,790 |
| SNOW SNOWFLAKE INC | United States | CL A | 4,521 | 5,721 | +1,200 | $698,088 | $836,182 | +$138,094 |
| GLD SPDR GOLD TRUST | United States | GOLD SHS | 1,113 | 1,362 | +249 | $269,492 | $392,448 | +$122,956 |
| QCOM QUALCOMM INCORPORATED | United States | COM | 36,317 | 37,033 | +716 | $5,579,014 | $5,688,637 | +$109,623 |
| LULU LULULEMON ATHLETICA INC | COM | 1,270 | 1,340 | +70 | $485,661 | $379,301 | -$106,360 | |
| BKNG BOOKING HOLDINGS INC | United States | COM | 797 | 838 | +41 | $3,959,831 | $3,860,592 | -$99,239 |
| NET CLOUDFLARE INC | United States | CL A COM | 10 | 800 | +790 | $1,077 | $90,152 | +$89,075 |
| AJG GALLAGHER ARTHUR J & CO | United States | COM | 1,213 | 1,233 | +20 | $344,311 | $425,682 | +$81,371 |
| CRWD CROWDSTRIKE HLDGS INC | United States | CL A | 1,280 | 1,462 | +182 | $437,966 | $515,473 | +$77,507 |
| PAYC PAYCOM SOFTWARE INC | United States | COM | 5,422 | 5,426 | +4 | $1,111,348 | $1,185,473 | +$74,125 |
| ARCC ARES CAPITAL CORPORATION | United States | COM | 3,997 | 6,768 | +2,771 | $87,497 | $149,978 | +$62,481 |
| ANET ARISTA NETWORKS INC | United States | COM SHS | 528 | 1,513 | +985 | $58,361 | $117,229 | +$58,868 |
| MRVL MARVELL TECHNOLOGY INC | United States | COM | 1,150 | 1,200 | +50 | $127,018 | $73,884 | -$53,134 |
| CNQ CANADIAN NAT RES LTD | COM | 1,000 | 2,500 | +1,500 | $30,870 | $76,985 | +$46,115 | |
| IAU ISHARES GOLD TR | United States | ISHARES NEW | 3,644 | 3,832 | +188 | $180,415 | $225,936 | +$45,521 |
| DHI D R HORTON INC | United States | COM | 14,086 | 15,153 | +1,067 | $1,969,488 | $1,926,402 | -$43,086 |
| GM GENERAL MOTORS CO | United States | COM | 290 | 1,220 | +930 | $15,449 | $57,377 | +$41,928 |
| MTZ MASTEC, INC. | United States | COM | 530 | 915 | +385 | $72,154 | $106,790 | +$34,636 |
| PCAR PACCAR, INC | United States | COM | 36 | 383 | +347 | $3,746 | $37,293 | +$33,547 |
| PLTR PALANTIR TECHNOLOGIES INC | United States | CL A | 509 | 852 | +343 | $38,497 | $71,910 | +$33,413 |
| MELI MERCADOLIBRE INC | COM | 99 | 103 | +4 | $168,344 | $200,941 | +$32,597 | |
| CME CME GROUP INC | United States | COM | 7 | 109 | +102 | $1,626 | $28,917 | +$27,291 |
| GLDM WORLD GOLD TR | United States | SPDR GLD MINIS | 82 | 473 | +391 | $4,264 | $29,274 | +$25,010 |
| WFC WELLS FARGO COMPANY | United States | COM | 9,534 | 9,655 | +121 | $669,681 | $693,151 | +$23,470 |
| OKLO OKLO INC | United States | COM CL A | 1,509 | 2,509 | +1,000 | $32,037 | $54,270 | +$22,233 |
| NI NISOURCE INC | United States | COM | 78 | 600 | +522 | $2,868 | $24,055 | +$21,187 |
| IONQ IONQ INC | United States | COM | 900 | 914 | +14 | $37,593 | $20,172 | -$17,421 |
| TT TRANE TECHNOLOGIES PLC | SHS | 15,929 | 17,413 | +1,484 | $5,883,192 | $5,866,620 | -$16,572 | |
| CG CARLYLE GROUP INC | United States | COM | 2,542 | 2,562 | +20 | $126,341 | $109,886 | -$16,455 |
| MTB M&T BANK CORPORATION | United States | COM | 1,933 | 2,123 | +190 | $363,423 | $379,488 | +$16,065 |
| PPL PPL CORP | United States | COM | 2,209 | 2,425 | +216 | $71,705 | $87,568 | +$15,863 |
| CB CHUBB LIMITED | COM | 522 | 529 | +7 | $144,229 | $159,753 | +$15,524 | |
| ES EVERSOURCE ENERGY | United States | COM | 3,091 | 3,107 | +16 | $177,526 | $192,987 | +$15,461 |
| NU NU HLDGS LTD | ORD SHS CL A | 1,300 | 2,700 | +1,400 | $13,468 | $27,648 | +$14,180 | |
| MPC MARATHON PETE CORP | United States | COM | 1,800 | 1,811 | +11 | $251,159 | $263,822 | +$12,663 |
| ADI ANALOG DEVICES INC | United States | COM | 1,370 | 1,381 | +11 | $291,072 | $278,507 | -$12,565 |
| SOFI SOFI TECHNOLOGIES INC | United States | COM | 3,411 | 3,441 | +30 | $52,530 | $40,020 | -$12,510 |
| LRCX LAM RESEARCH CORP | United States | COM NEW | 1,018 | 1,178 | +160 | $73,531 | $85,641 | +$12,110 |
| STLA STELLANTIS NV | SHS | 1,401 | 2,660 | +1,259 | $18,284 | $29,819 | +$11,535 | |
| APP APPLOVIN CORP | United States | COM CL A | 272 | 293 | +21 | $88,082 | $77,637 | -$10,445 |
| DAL DELTA AIR LINES INC DEL | United States | COM NEW | 1,111 | 1,312 | +201 | $67,189 | $57,185 | -$10,004 |
| ET ENERGY TRANSFER EQUITY LP | United States | COM UT LTD PTN | 5,550 | 6,360 | +810 | $108,725 | $118,233 | +$9,508 |
| NUE NUCOR CORP | United States | COM | 2,340 | 2,349 | +9 | $273,147 | $282,636 | +$9,489 |
| MU MICRON TECHNOLOGY INC | United States | COM | 1,508 | 1,570 | +62 | $126,954 | $136,375 | +$9,421 |
| BNY BANK OF NEW YORK MELLON CORPORATION | United States | COM | 659 | 716 | +57 | $50,631 | $60,051 | +$9,420 |
| AM ANTERO MIDSTREAM CORP | United States | COM | 2,875 | 2,916 | +41 | $43,390 | $52,480 | +$9,090 |
| FTNT FORTINET INC | United States | COM | 4,500 | 4,510 | +10 | $425,160 | $434,133 | +$8,973 |
| OXY OCCIDENTAL PETE CORP | United States | COM | 1,004 | 1,187 | +183 | $49,600 | $58,572 | +$8,972 |
| KTB KONTOOR BRANDS INC | United States | COM | 396 | 398 | +2 | $33,822 | $25,524 | -$8,298 |
| HOOD ROBINHOOD MKTS INC | United States | COM CL A | 200 | 350 | +150 | $7,452 | $14,567 | +$7,115 |
| QBTS D-WAVE QUANTUM INC | United States | COM | 1,000 | 2,000 | +1,000 | $8,400 | $15,200 | +$6,800 |
| TROW PRICE T ROWE GROUP INC | United States | COM | 365 | 376 | +11 | $41,279 | $34,544 | -$6,735 |
| PRIM PRIMORIS SERVICES CORPORATION | United States | COM | 150 | 310 | +160 | $11,460 | $17,797 | +$6,337 |
| JCI JOHNSON CTLS INTL PLC | SHS | 1,885 | 1,934 | +49 | $148,784 | $154,933 | +$6,149 | |
| BR BROADRIDGE FINANCIAL SOLUTIONS INC. | United States | COM | 153 | 166 | +13 | $34,592 | $40,248 | +$5,656 |
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