$1.74 Billion is the total value of Sandy Spring Bank's 1561 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 52.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJR | Buy | ISHARES S&P SMALLCAP 600 INDEX FUNDcore s&p scp etf | $51,893,000 | +20.6% | 478,140 | +2.1% | 2.99% | +14.3% |
| AMZN | Buy | AMAZON COM INC | $36,300,000 | -3.4% | 11,732 | +1.7% | 2.09% | -8.4% |
| VEA | Buy | VANGUARD MSCI EAFE ETFftse dev mkt etf | $20,194,000 | +6.8% | 411,195 | +2.6% | 1.16% | +1.2% |
| ABT | Buy | ABBOTT LABORATORIES | $19,977,000 | +9.5% | 166,693 | +0.1% | 1.15% | +3.8% |
| VCSH | Buy | VANGUARD SHORT TERM CORPORATE BOND ETFshrt trm corp bd | $18,554,000 | +3.2% | 224,903 | +4.1% | 1.07% | -2.2% |
| HD | Buy | HOME DEPOT, INC | $17,946,000 | +15.5% | 58,790 | +0.5% | 1.03% | +9.4% |
| FB | Buy | FACEBOOK, INC. Acl a | $16,889,000 | +8.4% | 57,339 | +0.5% | 0.97% | +2.6% |
| MCD | Buy | MCDONALDS CORP | $16,628,000 | +5.0% | 74,182 | +0.5% | 0.96% | -0.5% |
| NKE | Buy | NIKE INC CL Bcl b | $16,586,000 | -4.3% | 124,812 | +1.8% | 0.96% | -9.3% |
| GOOGL | Buy | ALPHABET INC -CL Acap stk cl a | $16,428,000 | +22.2% | 7,965 | +3.8% | 0.95% | +15.8% |
| WMT | Buy | WAL-MART STORES, INC | $14,138,000 | -2.1% | 104,087 | +3.9% | 0.82% | -7.2% |
| PYPL | Buy | PAYPAL HOLDINGS INC. | $13,235,000 | +5.6% | 54,502 | +1.8% | 0.76% | +0.1% |
| TMO | Buy | THERMO FISHER SCIENTIFIC, INC | $12,473,000 | +1.6% | 27,331 | +3.7% | 0.72% | -3.7% |
| LOW | Buy | LOWE'S COMPANIES, INC | $12,215,000 | +22.6% | 64,231 | +3.5% | 0.70% | +16.2% |
| ADBE | Buy | ADOBE SYSTEMS INC | $11,451,000 | +27.4% | 24,089 | +34.0% | 0.66% | +20.9% |
| NEE | Buy | NEXTERA ENERGY, INC | $11,352,000 | +2.0% | 150,151 | +4.1% | 0.65% | -3.4% |
| ACN | Buy | ACCENTURE PLC CL A | $10,128,000 | +6.2% | 36,661 | +0.4% | 0.58% | +0.7% |
| CRM | Buy | SALESFORCE.COM, INC | $9,790,000 | -0.3% | 46,209 | +4.7% | 0.56% | -5.5% |
| NVDA | Buy | NVIDIA CORP | $9,480,000 | +4.6% | 17,756 | +2.3% | 0.55% | -0.9% |
| V | Buy | VISA INC A | $9,453,000 | +3.6% | 44,649 | +7.0% | 0.54% | -1.8% |
| BMY | Buy | BRISTOL-MYERS SQUIBB COMPANY | $8,997,000 | +5.7% | 142,514 | +3.9% | 0.52% | +0.2% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $8,592,000 | +26.6% | 26,275 | +2.1% | 0.50% | +19.9% |
| BX | Buy | BLACKSTONE GROUP INC CL A | $7,982,000 | +19.8% | 107,103 | +4.1% | 0.46% | +13.6% |
| ZTS | Buy | ZOETIS INCcl a | $7,846,000 | +20.5% | 49,820 | +26.6% | 0.45% | +14.1% |
| TJX | Buy | TJX COMPANIES, INC. | $7,790,000 | -2.2% | 117,760 | +0.9% | 0.45% | -7.4% |
| SCHW | Buy | THE CHARLES SCHWAB CORPORATION | $7,327,000 | +23.9% | 112,415 | +0.8% | 0.42% | +17.2% |
| HON | Buy | HONEYWELL INTL INC | $7,285,000 | +2.5% | 33,564 | +0.5% | 0.42% | -2.8% |
| COST | Buy | COSTCO WHOLESALE CORPORATION | $7,055,000 | -4.3% | 20,018 | +2.3% | 0.41% | -9.2% |
| XLY | Buy | CONSUMER DISCRETIONARY SELECT SECTOR SPDRsbi cons discr | $6,851,000 | +9.7% | 40,764 | +5.0% | 0.40% | +3.9% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $6,604,000 | +6.2% | 126,871 | +2.2% | 0.38% | +0.8% |
| ORCL | Buy | ORACLE CORPORATION | $5,971,000 | +10.7% | 85,102 | +2.1% | 0.34% | +4.9% |
| FTV | Buy | FORTIVE CORP | $5,857,000 | +12.4% | 82,914 | +12.7% | 0.34% | +6.6% |
| IBDP | Buy | ISHARES IBONDS DEC 2024 CORP ETFibonds dec24 etf | $5,806,000 | +3.3% | 220,009 | +4.1% | 0.34% | -2.0% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $5,549,000 | +13.0% | 94,807 | +12.9% | 0.32% | +7.0% |
| SBUX | Buy | STARBUCKS CORP | $5,086,000 | +8.5% | 46,539 | +6.2% | 0.29% | +2.8% |
| TWLO | Buy | TWILIO INCcl a | $5,071,000 | +10.0% | 14,880 | +9.3% | 0.29% | +4.3% |
| IBDO | Buy | ISHARES IBONDS DEC 2023 CORP ETFibonds dec23 etf | $5,007,000 | +1.2% | 191,551 | +1.7% | 0.29% | -4.0% |
| VEEV | Buy | VEEVA SYS INC | $4,689,000 | -1.5% | 17,950 | +2.7% | 0.27% | -6.6% |
| KO | Buy | COCA-COLA COMPANY | $4,524,000 | -1.2% | 85,818 | +2.7% | 0.26% | -6.5% |
| IBDN | Buy | ISHARES IBONDS DEC 2022 CORP ETFibonds dec22 etf | $4,447,000 | +2.5% | 174,651 | +2.9% | 0.26% | -3.0% |
| ROK | Buy | ROCKWELL INTERNATIONAL CORP | $4,379,000 | +23.4% | 16,499 | +16.6% | 0.25% | +16.7% |
| IBDT | Buy | ISHARES IBONDS DEC 2028 CORP ETFibds dec28 etf | $4,186,000 | -1.7% | 147,825 | +2.5% | 0.24% | -6.9% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDsponsored ads | $4,139,000 | +13.1% | 34,998 | +4.3% | 0.24% | +7.2% |
| BA | Buy | BOEING COMPANY | $4,151,000 | +20.7% | 16,296 | +1.4% | 0.24% | +14.4% |
| APD | Buy | AIR PRODS & CHEMS INC | $3,010,000 | +16.2% | 10,697 | +12.8% | 0.17% | +10.2% |
| FMC | Buy | FMC CORPORATION | $2,983,000 | -3.6% | 26,962 | +0.1% | 0.17% | -8.5% |
| XLB | Buy | MATERIALS SELECT SECTOR SPDR TRUSTsbi materials | $2,943,000 | +25.0% | 37,358 | +14.9% | 0.17% | +18.9% |
| FBHS | Buy | FORTUNE BRANDS HOME & SEC IN | $2,763,000 | +50.7% | 28,838 | +34.8% | 0.16% | +42.0% |
| COP | Buy | CONOCOPHILLIPS | $2,764,000 | +47.3% | 52,177 | +11.3% | 0.16% | +39.5% |
| TSLA | Buy | TESLA MOTORS INC | $2,592,000 | -0.6% | 3,880 | +4.9% | 0.15% | -6.3% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $2,586,000 | +49.6% | 12,762 | +39.5% | 0.15% | +41.9% |
| IWM | Buy | ISHARES RUSSELL 2000 INDEX FUNDrussell 2000 etf | $2,575,000 | +15.2% | 11,657 | +2.2% | 0.15% | +8.8% |
| ETN | Buy | EATON CORP PLC | $2,438,000 | +36.9% | 17,632 | +19.0% | 0.14% | +29.6% |
| APH | Buy | AMPHENOL CORPORATION Acl a | $2,399,000 | -1.5% | 36,359 | +95.2% | 0.14% | -6.8% |
| FSLR | Buy | FIRST SOLAR INC | $2,342,000 | -5.6% | 26,823 | +7.0% | 0.14% | -10.6% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIONS CORPORATIONcl a | $2,335,000 | -4.4% | 29,888 | +0.3% | 0.14% | -8.8% |
| IBDU | Buy | ISHARES IBONDS DEC 2029 CORP ETFibonds dec 29 | $2,247,000 | -4.8% | 85,975 | +0.1% | 0.13% | -10.4% |
| KRE | Buy | SPDR S&P REGIONAL BANKING ETFs&p regl bkg | $2,197,000 | +32.7% | 33,111 | +4.0% | 0.13% | +25.7% |
| LMT | Buy | LOCKHEED MARTIN CORP | $2,107,000 | +38.3% | 5,703 | +32.9% | 0.12% | +30.1% |
| ISRG | Buy | INTUITIVE SURGICAL, INC | $2,103,000 | -5.3% | 2,845 | +4.8% | 0.12% | -10.4% |
| TMUS | Buy | T-MOBILE US INC | $2,066,000 | +8164.0% | 16,497 | +8721.9% | 0.12% | +5850.0% |
| EMLP | Buy | FIRST TR EXCHANGE-TRADED FDno amer energy | $1,989,000 | +12.1% | 87,220 | +3.1% | 0.12% | +6.5% |
| ADSK | Buy | AUTODESK INC | $1,960,000 | +45.0% | 7,072 | +59.7% | 0.11% | +37.8% |
| DHI | Buy | D R HORTON INC | $1,923,000 | +57.0% | 21,578 | +21.4% | 0.11% | +50.0% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,932,000 | +11.9% | 7,521 | +10.3% | 0.11% | +5.7% |
| RDSA | Buy | ROYAL DUTCH SHELL PLC ADR Aspons adr a | $1,899,000 | +30.9% | 48,414 | +17.3% | 0.11% | +23.9% |
| IWP | Buy | ISHARES RUSSELL MIDCAP GROWTH INDEXrus md cp gr etf | $1,863,000 | -0.3% | 18,254 | +0.3% | 0.11% | -6.1% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $1,843,000 | +141.9% | 35,916 | +142.4% | 0.11% | +130.4% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE, INC | $1,591,000 | +78.6% | 14,244 | +84.3% | 0.09% | +70.4% |
| DLR | Buy | DIGITAL RLTY TR INC | $1,531,000 | +24.2% | 10,866 | +22.9% | 0.09% | +17.3% |
| VB | Buy | VANGUARD SMALL CAP ETFsmall cp etf | $1,517,000 | +14.4% | 7,087 | +4.0% | 0.09% | +7.4% |
| IWD | Buy | ISHARES RUSSELL 1000 VALUE INDEXrus 1000 val etf | $1,392,000 | +13.5% | 9,183 | +2.4% | 0.08% | +6.7% |
| JPST | Buy | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,348,000 | +124.7% | 26,568 | +124.9% | 0.08% | +116.7% |
| DD | Buy | DUPONT DE NEMOURS INC | $1,347,000 | +11.4% | 17,434 | +2.5% | 0.08% | +5.4% |
| CLX | Buy | CLOROX CO DEL | $1,116,000 | -3.0% | 5,783 | +1.4% | 0.06% | -8.6% |
| IBML | Buy | ISHARES IBONDS DEC 2023 MUNI ETFibonds dec2023 | $1,085,000 | +12.1% | 41,459 | +12.1% | 0.06% | +6.8% |
| NXPI | Buy | NXP SEMI CONDUCTORS | $1,013,000 | +34.5% | 5,033 | +6.2% | 0.06% | +26.1% |
| IWN | Buy | ISHARES RUSSELL 2000 VALUE INDEX FUNDrus 2000 val etf | $1,009,000 | +29.2% | 6,327 | +6.6% | 0.06% | +23.4% |
| IBMK | Buy | ISHARES IBONDS DEC 2022 MUNI ETFibonds dec2022 | $958,000 | +12.8% | 36,387 | +13.0% | 0.06% | +5.8% |
| KL | Buy | KIRKLAND LAKE GOLD LTD | $922,000 | +1.5% | 27,288 | +24.0% | 0.05% | -3.6% |
| TT | Buy | TRANE TECHNOLOGIES PLC | $817,000 | +138.9% | 4,932 | +109.2% | 0.05% | +123.8% |
| VOX | Buy | VANGUARD TELECOMMUNICATION SERVICES ETF | $806,000 | +128.3% | 6,200 | +111.2% | 0.05% | +119.0% |
| VOD | Buy | VODAFONE GROUP PLCsponsored adr | $786,000 | +37.2% | 42,637 | +22.7% | 0.04% | +28.6% |
| IWS | Buy | ISHARES RUSSELL MIDCAP VALUE INDEXrus mdcp val etf | $768,000 | +16.2% | 7,028 | +3.0% | 0.04% | +10.0% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $752,000 | +18.8% | 19,543 | +1.7% | 0.04% | +13.2% |
| TPYP | Buy | TORTOISE NORTH AMERICAN PIPELINE FUNDtortoise nram pi | $675,000 | +23.2% | 33,293 | +5.2% | 0.04% | +18.2% |
| CMI | Buy | CUMMINS INC | $630,000 | +98.1% | 2,430 | +73.7% | 0.04% | +89.5% |
| JEPI | New | J P MORGAN EXCHANGE-TRADED Fequity premium | $613,000 | – | 10,555 | +100.0% | 0.04% | – |
| VTV | Buy | VANGUARD VALUE ETFvalue etf | $588,000 | +12.0% | 4,472 | +1.2% | 0.03% | +6.2% |
| EQT | Buy | EQT CORPORATION | $586,000 | +1623.5% | 31,554 | +1068.7% | 0.03% | +1600.0% |
| IBDV | Buy | ISHARES IBONDS DEC 2030 CORP ETFibonds dec 2030 | $568,000 | +213.8% | 22,940 | +233.2% | 0.03% | +200.0% |
| TGT | Buy | TARGET CORPORATION | $488,000 | +32.2% | 2,463 | +17.6% | 0.03% | +27.3% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $494,000 | +93.0% | 1,379 | +90.5% | 0.03% | +75.0% |
| FDN | Buy | FIRST TRUST DJ INTERNET INDdj internt idx | $455,000 | +66.7% | 2,087 | +62.4% | 0.03% | +52.9% |
| FRT | Buy | FEDERAL REALTY INVESTMENT TRUSTsh ben int new | $439,000 | +19.6% | 4,329 | +0.4% | 0.02% | +13.6% |
| SHEN | Buy | SHENANDOAH TELECOMMUNICATION | $439,000 | +13.4% | 8,994 | +0.4% | 0.02% | +4.2% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $394,000 | -12.6% | 5,020 | +2.0% | 0.02% | -14.8% |
| VOO | Buy | VANGUARD INDEX FDS | $348,000 | +13.0% | 956 | +6.7% | 0.02% | +5.3% |
| ES | Buy | EVERSOURCE ENERGY | $298,000 | +4.6% | 3,452 | +4.5% | 0.02% | 0.0% |
| WRE | Buy | WASHINGTON REAL ESTATE INVTsh ben int | $303,000 | +3.1% | 13,700 | +0.7% | 0.02% | -5.6% |
| BND | Buy | VANGUARD TOTAL BOND MARKET ETFtotal bnd mrkt | $277,000 | +4.5% | 3,265 | +8.5% | 0.02% | 0.0% |
| WY | Buy | WEYERHAEUSER COMPANY | $273,000 | +11.9% | 7,680 | +5.5% | 0.02% | +6.7% |
| BAH | Buy | BOOZ ALLEN HAMILTON HLDG CORcl a | $274,000 | +23.4% | 3,404 | +33.4% | 0.02% | +23.1% |
| FLIC | Buy | FIRST LONG IS CORP | $281,000 | +19.1% | 13,238 | +0.0% | 0.02% | +14.3% |
| AVGO | Buy | BROADCOM INC | $247,000 | +9.8% | 530 | +3.5% | 0.01% | 0.0% |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $226,000 | – | 1,377 | +100.0% | 0.01% | – |
| VRSK | Buy | VERISK ANALYTICS, INC | $184,000 | -9.4% | 1,040 | +6.3% | 0.01% | -8.3% |
| MS | Buy | MORGAN STANLEY | $187,000 | +76.4% | 2,400 | +55.1% | 0.01% | +83.3% |
| GM | Buy | GENERAL MOTORS CO | $187,000 | +4575.0% | 3,255 | +3326.3% | 0.01% | – |
| AGNC | New | AGNC INVT CORP | $184,000 | – | 10,998 | +100.0% | 0.01% | – |
| ENPH | Buy | ENPHASE ENERGY INC | $189,000 | +40.0% | 1,165 | +51.3% | 0.01% | +37.5% |
| SCHB | Buy | SCHWAB US BROAD MARKET ETFus brd mkt etf | $190,000 | +8.6% | 1,972 | +2.2% | 0.01% | 0.0% |
| EXC | Buy | EXELON CORPORATION | $182,000 | +6.4% | 4,170 | +3.4% | 0.01% | 0.0% |
| NUE | Buy | NUCOR CORP | $167,000 | +3240.0% | 2,076 | +1976.0% | 0.01% | – |
| TLT | Buy | ISHARES BARCLAYS 20 PLUS YEAR TREASURY BOND FUND20 yr tr bd etf | $174,000 | -4.9% | 1,283 | +10.8% | 0.01% | -9.1% |
| SLV | Buy | ISHARES SILVER TRUSTishares | $155,000 | -3.1% | 6,830 | +4.6% | 0.01% | -10.0% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $152,000 | +114.1% | 2,242 | +62.9% | 0.01% | +125.0% |
| WPC | Buy | WP CAREY INC | $152,000 | +16.0% | 2,140 | +14.9% | 0.01% | +12.5% |
| SCHD | Buy | SCHWAB US DIVIDEND EQUITY ETFus dividend eq | $136,000 | +20.4% | 1,864 | +6.3% | 0.01% | +14.3% |
| IAU | Buy | ISHARES COMEX GOLD TRUSTishares | $136,000 | +1.5% | 8,402 | +13.5% | 0.01% | 0.0% |
| XRAY | Buy | DENTSPLY SIRONA INC | $140,000 | +27.3% | 2,189 | +4.4% | 0.01% | +14.3% |
| ROKU | Buy | ROKU INC | $144,000 | +28.6% | 440 | +29.4% | 0.01% | +14.3% |
| PII | Buy | POLARIS INC | $134,000 | +123.3% | 1,003 | +59.2% | 0.01% | +100.0% |
| CRSP | Buy | CRISPR THERAPEUTICS AGnamen akt | $139,000 | -12.0% | 1,139 | +10.3% | 0.01% | -20.0% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $133,000 | +8.1% | 831 | +4.3% | 0.01% | +14.3% |
| ITM | New | VANECK VECTORS ETF TRintrmdt muni etf | $122,000 | – | 2,371 | +100.0% | 0.01% | – |
| TLRY | Buy | TILRAY INC | $125,000 | +6150.0% | 5,478 | +2625.4% | 0.01% | – |
| MRNA | Buy | MODERNA INC | $129,000 | +174.5% | 987 | +122.8% | 0.01% | +133.3% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INCcl a | $128,000 | +16.4% | 397 | +22.2% | 0.01% | 0.0% |
| MTB | Buy | M&T BANK CORPORATION | $116,000 | +23.4% | 766 | +3.5% | 0.01% | +16.7% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $102,000 | +15.9% | 838 | +10.6% | 0.01% | +20.0% |
| DELL | Buy | DELL TECHNOLOGIES INCcl c | $104,000 | +35.1% | 1,179 | +11.3% | 0.01% | +20.0% |
| RFG | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $103,000 | – | 468 | +100.0% | 0.01% | – |
| LRCX | New | LAM RESEARCH CORP | $110,000 | – | 185 | +100.0% | 0.01% | – |
| MTCH | Buy | MATCH GROUP INC NEW | $100,000 | +26.6% | 730 | +39.3% | 0.01% | +20.0% |
| ADI | Buy | ANALOG DEVICES INC | $96,000 | +12.9% | 615 | +6.6% | 0.01% | +20.0% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $109,000 | +808.3% | 548 | +705.9% | 0.01% | +500.0% |
| ARKK | Buy | ARK ETF TRinnovation etf | $101,000 | +10000.0% | 845 | +8350.0% | 0.01% | – |
| ALC | Buy | ALCON AG | $91,000 | +16.7% | 1,289 | +9.2% | 0.01% | 0.0% |
| MELI | Buy | MERCADOLIBRE INC | $87,000 | -6.5% | 59 | +5.4% | 0.01% | -16.7% |
| PCAR | Buy | PACCAR, INC | $84,000 | +90.9% | 911 | +78.3% | 0.01% | +66.7% |
| MJ | Buy | ETF MANAGERS TRetfmg altr hrvst | $86,000 | +62.3% | 3,776 | +1.4% | 0.01% | +66.7% |
| GDX | Buy | VANECK VECTORS GOLD MINERS ETFgold miners etf | $79,000 | +79.5% | 2,435 | +98.8% | 0.01% | +66.7% |
| AMAT | Buy | APPLIED MATERIALS, INC | $84,000 | +82.6% | 624 | +16.9% | 0.01% | +66.7% |
| VGIT | Buy | VANGUARD INTERMEDIATE TERM TREASURY ETFinter term treas | $91,000 | +8.3% | 1,352 | +11.6% | 0.01% | 0.0% |
| LQD | Buy | ISHARES IBOXX $ INVESTMENT GRADE CORP BONDSmsci emg mkt etf | $86,000 | +28.4% | 660 | +36.9% | 0.01% | +25.0% |
| MTUM | Buy | ISHARES EDGE MSCI USA MOMENTUM FACTOR ETFmsci usa mmentm | $88,000 | +6.0% | 550 | +6.2% | 0.01% | 0.0% |
| DKNG | Buy | DRAFTKINGS INC | $87,000 | +112.2% | 1,418 | +62.1% | 0.01% | +150.0% |
| MPC | Buy | MARATHON PETROLEUM CORPORATION | $88,000 | +33.3% | 1,639 | +2.5% | 0.01% | +25.0% |
| SQ | Buy | SQUARE INCcl a | $80,000 | +48.1% | 353 | +41.8% | 0.01% | +66.7% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $84,000 | -6.7% | 461 | +8.5% | 0.01% | 0.0% |
| PJP | Buy | INVESCO EXCHANGE TRADED FD Tdynmc phrmctls | $67,000 | +9.8% | 857 | +0.1% | 0.00% | 0.0% |
| PEAK | Buy | HEALTHPEAK PROPERTIES INC | $61,000 | +5.2% | 1,919 | +0.6% | 0.00% | 0.0% |
| APAM | New | ARTISAN PARTNERS ASSET MGMTcl a | $78,000 | – | 1,500 | +100.0% | 0.00% | – |
| PPL | Buy | PPL CORP | $75,000 | +33.9% | 2,593 | +31.8% | 0.00% | +33.3% |
| SCZ | Buy | ISHARES MSCI EAFE SMALL-CAP ETFeafe sml cp etf | $71,000 | +373.3% | 986 | +340.2% | 0.00% | +300.0% |
| ZS | Buy | ZSCALER INC | $77,000 | +18.5% | 445 | +36.9% | 0.00% | 0.0% |
| REZ | New | ISHARES TRresidential mult | $73,000 | – | 987 | +100.0% | 0.00% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $78,000 | – | 421 | +100.0% | 0.00% | – |
| IBND | New | SPDR SER TRblombrg brc intl | $72,000 | – | 2,019 | +100.0% | 0.00% | – |
| JBGS | Buy | JBG SMITH PPTYS | $75,000 | +1.4% | 2,357 | +0.6% | 0.00% | 0.0% |
| AVY | Buy | AVERY DENNISON CORPORATION | $65,000 | +30.0% | 350 | +7.7% | 0.00% | +33.3% |
| DAL | Buy | DELTA AIR LINES INC DEL | $45,000 | +25.0% | 938 | +4.1% | 0.00% | +50.0% |
| RZG | New | INVESCO EXCHANGE TRADED FD Ts&p sml600 gwt | $58,000 | – | 370 | +100.0% | 0.00% | – |
| ATVI | Buy | ACTIVISION BLIZZARD, INC. | $44,000 | +10.0% | 474 | +9.0% | 0.00% | +50.0% |
| DEF | New | INVESCO EXCH TRD SLF IDX FDdefensive eqty | $55,000 | – | 901 | +100.0% | 0.00% | – |
| IGSB | Buy | ISHARES SHORT TERM CORPORATE BOND ETF | $50,000 | +2.0% | 926 | +6.1% | 0.00% | 0.0% |
| U | Buy | UNITY SOFTWARE INC | $45,000 | +275.0% | 446 | +494.7% | 0.00% | +200.0% |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $49,000 | – | 1,636 | +100.0% | 0.00% | – |
| SLYV | New | SPDR SER TRs&p 600 smcp val | $48,000 | – | 588 | +100.0% | 0.00% | – |
| UA | Buy | UNDER ARMOUR INCcl c | $51,000 | +21.4% | 2,795 | +0.1% | 0.00% | 0.0% |
| MGM | Buy | MGM RESORTS INTERNATIONAL | $51,000 | +24.4% | 1,337 | +4.3% | 0.00% | +50.0% |
| TYL | New | TYLER TECHNOLOGIES INC | $47,000 | – | 110 | +100.0% | 0.00% | – |
| MU | Buy | MICRON TECHNOLOGY INC | $56,000 | +100.0% | 639 | +69.5% | 0.00% | +50.0% |
| PAYC | Buy | PAYCOM SOFTWARE INC | $57,000 | -1.7% | 152 | +19.7% | 0.00% | -25.0% |
| MRVL | Buy | MARVELL TECHNOLOGY GROUP LTDord | $30,000 | +25.0% | 623 | +24.6% | 0.00% | +100.0% |
| FLR | Buy | FLUOR CORPORATION | $38,000 | +81.0% | 1,649 | +24.5% | 0.00% | +100.0% |
| IYR | Buy | ISHARES TRu.s. real es etf | $36,000 | +28.6% | 388 | +17.2% | 0.00% | 0.0% |
| IJJ | Buy | ISHARES S&P MIDCAP 400/BARRA VALUE INDEXs&p mc 400vl etf | $41,000 | +46.4% | 411 | +27.6% | 0.00% | 0.0% |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $41,000 | +156.2% | 142 | +184.0% | 0.00% | +100.0% |
| SYF | New | SYNCHRONY FINANCIAL | $30,000 | – | 750 | +100.0% | 0.00% | – |
| LNG | Buy | CHENIERE ENERGY, INC | $31,000 | +244.4% | 430 | +186.7% | 0.00% | +100.0% |
| APPN | Buy | APPIAN CORPcl a | $27,000 | +50.0% | 202 | +80.4% | 0.00% | +100.0% |
| TER | Buy | TERADYNE INC | $37,000 | +146.7% | 300 | +130.8% | 0.00% | +100.0% |
| QS | New | QUANTUMSCAPE CORP | $33,000 | – | 734 | +100.0% | 0.00% | – |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $42,000 | +7.7% | 822 | +0.2% | 0.00% | 0.0% |
| AM | Buy | ANTERO MIDSTREAM CORP | $30,000 | +100.0% | 3,334 | +66.7% | 0.00% | +100.0% |
| TDOC | Buy | TELADOC HEALTH INC | $29,000 | +16.0% | 163 | +30.4% | 0.00% | 0.0% |
| CZA | New | INVESCO EXCHANGE TRADED FD Tzacks mid cap | $39,000 | – | 459 | +100.0% | 0.00% | – |
| NIO | Buy | NIO INC SPON ADSspon ads | $35,000 | +2.9% | 900 | +28.6% | 0.00% | 0.0% |
| HPE | Buy | HEWLETT PACKARD ENTERPRIS | $35,000 | +150.0% | 2,200 | +83.3% | 0.00% | +100.0% |
| BTG | Buy | B2GOLD CORP | $28,000 | +154.5% | 6,475 | +240.8% | 0.00% | +100.0% |
| ARKG | Buy | ARK ETF TRgenomic rev etf | $32,000 | +60.0% | 362 | +72.4% | 0.00% | +100.0% |
| BR | Buy | BROADRIDGE FINANCIAL SOLUTIONS INC. | $33,000 | +43.5% | 213 | +39.2% | 0.00% | +100.0% |
| EBIZ | Buy | GLOBAL X FDS | $42,000 | +7.7% | 1,220 | +0.2% | 0.00% | 0.0% |
| FLGT | Buy | FULGENT GENETICS INC | $32,000 | +220.0% | 336 | +71.4% | 0.00% | +100.0% |
| SRPT | New | SAREPTA THERAPEUTICS INC | $37,000 | – | 500 | +100.0% | 0.00% | – |
| SCHV | Buy | SCHWAB US LARGE-CAP VALUE ETFus lcap va etf | $29,000 | +2800.0% | 446 | +2023.8% | 0.00% | – |
| FSKR | Buy | FS KKR CAPITAL CORP II | $40,000 | +33.3% | 2,043 | +11.8% | 0.00% | 0.0% |
| ASML | Buy | ASML HOLDING NV-NY REG SHS | $40,000 | +33.3% | 65 | +4.8% | 0.00% | 0.0% |
| ARKQ | New | ARK ETF TRautnmus technlgy | $10,000 | – | 115 | +100.0% | 0.00% | – |
| ARKW | New | ARK ETF TRnext gnrtn inter | $9,000 | – | 63 | +100.0% | 0.00% | – |
| ARKF | New | ARK ETF TRfintech innova | $20,000 | – | 400 | +100.0% | 0.00% | – |
| AYX | Buy | ALTERYX INC | $10,000 | +150.0% | 121 | +245.7% | 0.00% | – |
| APPH | New | APPHARVEST INC | $9,000 | – | 470 | +100.0% | 0.00% | – |
| AXON | New | AXON ENTERPRISE INC | $14,000 | – | 100 | +100.0% | 0.00% | – |
| BLDP | New | BALLARD PWR SYS INC NEW | $10,000 | – | 425 | +100.0% | 0.00% | – |
| DHF | Buy | BNY MELLON HIGH YIELD STRATEsh ben int | $13,000 | 0.0% | 4,321 | +1.5% | 0.00% | 0.0% |
| DSM | Buy | BNY MELLON STRATEGIC MUN BD | $17,000 | 0.0% | 2,173 | +1.2% | 0.00% | 0.0% |
| BFLY | New | BUTTERFLY NETWORK INC | $10,000 | – | 600 | +100.0% | 0.00% | – |
| CNI | New | CANADIAN NATL RY CO | $14,000 | – | 117 | +100.0% | 0.00% | – |
| CSIQ | Buy | CANADIAN SOLAR INC | $14,000 | +180.0% | 275 | +175.0% | 0.00% | – |
| CEVA | New | CEVA INC | $22,000 | – | 400 | +100.0% | 0.00% | – |
| CMPS | Buy | COMPASS PATHWAYS PLCsponsored ads | $18,000 | +80.0% | 500 | +150.0% | 0.00% | 0.0% |
| CPRT | Buy | COPART, INC | $25,000 | +92.3% | 230 | +130.0% | 0.00% | 0.0% |
| CTVA | Buy | CORTEVA INC | $17,000 | +30.8% | 380 | +5.8% | 0.00% | 0.0% |
| COUP | Buy | COUPA SOFTWARE INC | $13,000 | +550.0% | 51 | +750.0% | 0.00% | – |
| DNMR | New | DANIMER SCIENTIFIC INC | $15,000 | – | 400 | +100.0% | 0.00% | – |
| New | DERMTECH INC | $16,000 | – | 308 | +100.0% | 0.00% | – | |
| DFS | New | DISCOVER FINANCIAL SERVICES | $11,000 | – | 114 | +100.0% | 0.00% | – |
| FIVG | Buy | ETF SER SOLUTIONSdefiance next | $26,000 | +8.3% | 730 | +0.4% | 0.00% | 0.0% |
| HACK | Buy | ETF MANAGERS TRprime cybr scrty | $23,000 | +228.6% | 422 | +224.6% | 0.00% | – |
| ENS | New | ENERSYS | $16,000 | – | 175 | +100.0% | 0.00% | – |
| NFRA | Buy | FLEXSHARES TRstoxx globr inf | $16,000 | +128.6% | 277 | +99.3% | 0.00% | – |
| FCEL | New | FUELCELL ENERGY INC | $10,000 | – | 725 | +100.0% | 0.00% | – |
| GME | New | GAMESTOP CORP NEWcl a | $9,000 | – | 50 | +100.0% | 0.00% | – |
| GPC | Buy | GENUINE PARTS COMPANY | $20,000 | +66.7% | 171 | +41.3% | 0.00% | 0.0% |
| GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $15,000 | – | 185 | +100.0% | 0.00% | – |
| IDXX | New | IDEXX LABORATORIES, INC | $10,000 | – | 20 | +100.0% | 0.00% | – |
| ILMN | Buy | ILLUMINA, INC | $26,000 | +8.3% | 69 | +4.5% | 0.00% | 0.0% |
| VLT | Buy | INVESCO HIGH INCOME TR II | $13,000 | 0.0% | 965 | +2.1% | 0.00% | 0.0% |
| HYXU | New | ISHARES INCintl high yield | $14,000 | – | 262 | +100.0% | 0.00% | – |
| IYT | Buy | ISHARES TRtrans avg etf | $23,000 | +53.3% | 89 | +27.1% | 0.00% | 0.0% |
| IEO | Buy | ISHARES TRus oil gs ex etf | $11,000 | +37.5% | 221 | +0.5% | 0.00% | – |
| FOVL | New | ISHARES TRfocusd val fac | $16,000 | – | 300 | +100.0% | 0.00% | – |
| JKS | New | JINKOSOLAR HLDG CO LTDsponsored adr | $10,000 | – | 250 | +100.0% | 0.00% | – |
| KBH | New | KB HOME | $19,000 | – | 400 | +100.0% | 0.00% | – |
| KC | New | KINGSOFT CLOUD HLDGS LTDads | $20,000 | – | 499 | +100.0% | 0.00% | – |
| KNX | New | KNIGHT SWIFT TRANSN HLDGS INCcl a | $26,000 | – | 550 | +100.0% | 0.00% | – |
| BATRK | New | LIBERTY MEDIA CORP DEL | $11,000 | – | 400 | +100.0% | 0.00% | – |
| MGNI | New | MAGNITE INC | $19,000 | – | 454 | +100.0% | 0.00% | – |
| MWK | New | MOHAWK GROUP HLDGS INC | $22,000 | – | 741 | +100.0% | 0.00% | – |
| OSK | New | OSHKOSH CORP | $11,000 | – | 90 | +100.0% | 0.00% | – |
| PBA | Buy | PEMBINA PIPELINE CORP | $23,000 | +130.0% | 792 | +86.4% | 0.00% | 0.0% |
| PENN | New | PENN NATL GAMING INC | $15,000 | – | 148 | +100.0% | 0.00% | – |
| PINS | Buy | PINTEREST INCcl a | $22,000 | +214.3% | 300 | +200.0% | 0.00% | – |
| PLUG | New | PLUG POWER INC | $15,000 | – | 430 | +100.0% | 0.00% | – |
| EMSH | New | PROSHARES TRst emg mkt etf | $11,000 | – | 150 | +100.0% | 0.00% | – |
| RGEN | New | REPLIGEN CORP | $12,000 | – | 62 | +100.0% | 0.00% | – |
| IPO | Buy | RENAISSANCE CAP GREENWICH FDipo etf | $20,000 | +42.9% | 321 | +45.2% | 0.00% | 0.0% |
| RBLX | New | ROBLOX CORPcl a | $15,000 | – | 231 | +100.0% | 0.00% | – |
| SPGI | Buy | S&P GLOBAL INC | $25,000 | +25.0% | 68 | +7.9% | 0.00% | 0.0% |
| SEIC | New | SEI INVESTMENTS COMPANY | $19,000 | – | 320 | +100.0% | 0.00% | – |
| EBND | New | SPDR BLOOMBERG BARCLAYS EMERGING MKT BOND ETFblombrg brc emrg | $26,000 | – | 1,000 | +100.0% | 0.00% | – |
| SLY | Buy | SPDR SER TRs&p 600 sml cap | $20,000 | +17.6% | 217 | +0.5% | 0.00% | 0.0% |
| SDGR | New | SCHRODINGER INC | $13,000 | – | 170 | +100.0% | 0.00% | – |
| STPK | New | STAR PEAK ENERGY TRANSITIONcl a | $18,000 | – | 663 | +100.0% | 0.00% | – |
| SPWR | New | SUNPOWER CORP | $11,000 | – | 315 | +100.0% | 0.00% | – |
| RUN | New | SUNRUN INC | $12,000 | – | 200 | +100.0% | 0.00% | – |
| TTD | Buy | THE TRADE DESK INC | $23,000 | +21.1% | 34 | +41.7% | 0.00% | 0.0% |
| VBIV | Buy | VBI VACCINES INC CDA | $12,000 | +300.0% | 4,000 | +300.0% | 0.00% | – |
| BUZZ | New | VANECK VECTORS ETF TRsocial sentiment | $16,000 | – | 671 | +100.0% | 0.00% | – |
| VIS | New | VANGUARD WORLD FDSindustrial etf | $20,000 | – | 105 | +100.0% | 0.00% | – |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $25,000 | 0.0% | 113 | +6.6% | 0.00% | -50.0% |
| VUZI | New | VUZIX CORP | $11,000 | – | 430 | +100.0% | 0.00% | – |
| W | New | WAYFAIR INCcl a | $9,000 | – | 29 | +100.0% | 0.00% | – |
| WRI | Buy | WEINGARTEN RLTY INVSsh ben int | $12,000 | +20.0% | 448 | +1.1% | 0.00% | 0.0% |
| WRK | New | WESTROCK CO | $12,000 | – | 235 | +100.0% | 0.00% | – |
| IPOD | New | SOCIAL CAPITAL HEDOSOPHA HLD | $10,000 | – | 923 | +100.0% | 0.00% | – |
| IPOF | New | SOCIAL CAPITAL HEDOSOPHA HLD | $11,000 | – | 991 | +100.0% | 0.00% | – |
| IPOE | New | SOCIAL CAPITAL HEDOSOPHA HLD | $20,000 | – | 1,174 | +100.0% | 0.00% | – |
| FVRR | Buy | FIVERR INTL LTD | $22,000 | +46.7% | 104 | +31.6% | 0.00% | 0.0% |
| TMDX | New | TRANSMEDICS GROUP INC | $2,000 | – | 53 | +100.0% | 0.00% | – |
| QDEL | New | QUIDEL CORP | $4,000 | – | 30 | +100.0% | 0.00% | – |
| PAWZ | Buy | PROSHARES TRpet care etf | $8,000 | +14.3% | 114 | +14.0% | 0.00% | – |
| PAA | Buy | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $2,000 | 0.0% | 262 | +2.3% | 0.00% | – |
| PIPP | New | PINE IS ACQUISITION CORPcl a | $1,000 | – | 100 | +100.0% | 0.00% | – |
| PSXP | Buy | PHILLIPS 66 PARTNERS LP | $5,000 | +25.0% | 172 | +3.0% | 0.00% | – |
| PAAS | New | PAN AMERN SILVER CORP | $7,000 | – | 231 | +100.0% | 0.00% | – |
| OPEN | Buy | OPENDOOR TECHNOLOGIES INC | $5,000 | 0.0% | 247 | +7.4% | 0.00% | – |
| VIV | Buy | TELEFONICA BRASIL SAnew adr | $2,000 | +100.0% | 263 | +174.0% | 0.00% | – |
| TX | New | TERNIUM SAsponsored ads | $4,000 | – | 100 | +100.0% | 0.00% | – |
| OMP | Buy | OASIS MIDSTREAM PARTNERS LP | $3,000 | +50.0% | 142 | +2.9% | 0.00% | – |
| OIIM | Buy | O2MICRO INTERNATIONAL LIMITEspons adr | $2,000 | +100.0% | 200 | +100.0% | 0.00% | – |
| NMFC | Buy | NEW MTN FIN CORP | $1,000 | 0.0% | 108 | +1.9% | 0.00% | – |
| NVR | New | NVR INC | $5,000 | – | 1 | +100.0% | 0.00% | – |
| Buy | MY SIZE INC | $6,000 | +20.0% | 5,484 | +69.4% | 0.00% | – | |
| NERD | New | LISTED FD TRroundhill bitk | $4,000 | – | 125 | +100.0% | 0.00% | – |
| EEMV | New | ISHARES INCmsci emerg mrkt | $5,000 | – | 77 | +100.0% | 0.00% | – |
| ANGL | New | VANECK VECTORS ETF TRfallen angel hg | $8,000 | – | 250 | +100.0% | 0.00% | – |
| VNM | New | VANECK VECTORS ETF TRvietnam etf | $4,000 | – | 216 | +100.0% | 0.00% | – |
| FM | New | ISHARES INCmsci frontier | $5,000 | – | 172 | +100.0% | 0.00% | – |
| IRM | Buy | IRON MTN INC NEW | $2,000 | +100.0% | 42 | +2.4% | 0.00% | – |
| VIOV | Buy | VANGUARD ADMIRAL FDS INCsmlcp 600 val | $2,000 | 0.0% | 12 | +9.1% | 0.00% | – |
| DBC | New | POWERSHARES DB COMMODITY INDEXunit | $5,000 | – | 290 | +100.0% | 0.00% | – |
| PBW | New | INVESCO EXCHANGE TRADED FD Twilderhil clan | $4,000 | – | 37 | +100.0% | 0.00% | – |
| IBN | New | ICICI BANK LIMITEDadr | $3,000 | – | 202 | +100.0% | 0.00% | – |
| HYLN | New | HYLIION HOLDINGS CORP | $5,000 | – | 500 | +100.0% | 0.00% | – |
| HUN | New | HUNTSMAN CORP. | $7,000 | – | 234 | +100.0% | 0.00% | – |
| HUBB | New | HUBBELL INC | $6,000 | – | 34 | +100.0% | 0.00% | – |
| HAS | New | HASBRO, INC | $6,000 | – | 59 | +100.0% | 0.00% | – |
| GPRO | New | GOPRO INCcl a | $1,000 | – | 50 | +100.0% | 0.00% | – |
| POTX | New | GLOBAL X FDScannabis etf | $4,000 | – | 244 | +100.0% | 0.00% | – |
| GLP | Buy | GLOBAL PARTNERS LP | $2,000 | 0.0% | 110 | +2.8% | 0.00% | – |
| FUBO | New | FUBOTV INC | $7,000 | – | 337 | +100.0% | 0.00% | – |
| FLDM | Buy | FLUIDIGM CORP DEL | $5,000 | 0.0% | 1,000 | +11.1% | 0.00% | – |
| FSR | New | FISKER INC | $6,000 | – | 350 | +100.0% | 0.00% | – |
| FTCV | New | FINTECH ACQUISITION CORP V | $1,000 | – | 101 | +100.0% | 0.00% | – |
| FSLY | New | FASTLY INCcl a | $8,000 | – | 122 | +100.0% | 0.00% | – |
| EXPD | New | EXPEDITORS INT'L WASHINGTON INC | $8,000 | – | 76 | +100.0% | 0.00% | – |
| NAPA | New | DUCKHORN PORTFOLIO INC | $2,000 | – | 100 | +100.0% | 0.00% | – |
| VNO | New | VORNADO RLTY TRsh ben int | $1,000 | – | 20 | +100.0% | 0.00% | – |
| VMC | New | VULCAN MATERIALS COMPANY | $5,000 | – | 28 | +100.0% | 0.00% | – |
| DASH | New | DOORDASH INCcl a | $2,000 | – | 15 | +100.0% | 0.00% | – |
| RUSL | New | DIREXION SHS ETF TRdly russia bl 2x | $2,000 | – | 75 | +100.0% | 0.00% | – |
| HYLB | New | DBX ETF TRxtrack usd high | $5,000 | – | 100 | +100.0% | 0.00% | – |
| WAT | New | WATERS CORPORATION | $6,000 | – | 22 | +100.0% | 0.00% | – |
| CLGN | New | COLLPLANT BIOTECHNOLOGIES LTads | $2,000 | – | 117 | +100.0% | 0.00% | – |
| CLOV | New | CLOVER HEALTH INVESTMENTS CO | $4,000 | – | 535 | +100.0% | 0.00% | – |
| CIM | New | CHIMERA INVT CORP | $8,000 | – | 633 | +100.0% | 0.00% | – |
| XPEV | New | XPENG INC ADRads | $4,000 | – | 100 | +100.0% | 0.00% | – |
| CASY | New | CASEY'S GENERAL STORES, INC. | $8,000 | – | 35 | +100.0% | 0.00% | – |
| EAT | New | BRINKER INTL INC | $7,000 | – | 105 | +100.0% | 0.00% | – |
| BBU | New | BROOKFIELD BUSINESS PARTNERSunit ltd l p | $1,000 | – | 13 | +100.0% | 0.00% | – |
| HELE | New | HELEN OF TROY LIMITED | $3,000 | – | 16 | +100.0% | 0.00% | – |
| BSX | Buy | BOSTON SCIENTIFIC CORPORATION | $4,000 | +100.0% | 91 | +35.8% | 0.00% | – |
| SSPK | New | SILVER SPIKE ACQUISITION COR | $6,000 | – | 300 | +100.0% | 0.00% | – |
| ASH | New | ASHLAND INC. | $2,000 | – | 24 | +100.0% | 0.00% | – |
| KERN | New | AKERNA CORP | $1,000 | – | 153 | +100.0% | 0.00% | – |
| New | AKERS BIOSCIENCES INC | $4,000 | – | 1,300 | +100.0% | 0.00% | – | |
| NNOX | Buy | NANO X IMAGING LTD | $8,000 | +166.7% | 202 | +188.6% | 0.00% | – |
| SILC | New | SILICOM LTDord | $2,000 | – | 37 | +100.0% | 0.00% | – |
| ABNB | New | AIRBNB INC | $7,000 | – | 36 | +100.0% | 0.00% | – |
| AMC | New | AMC ENTMT HLDGS INC | $4,000 | – | 387 | +100.0% | 0.00% | – |
| ATCO | Buy | ATLAS CORPshares | $3,000 | +200.0% | 225 | +125.0% | 0.00% | – |
| SON | New | SONOCO PRODUCTS CO | $3,000 | – | 54 | +100.0% | 0.00% | – |
| SKLZ | New | SKILLZ INC | $5,000 | – | 250 | +100.0% | 0.00% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $1,000 | – | 27 | +100.0% | 0.00% | – |
| RHI | New | ROBERT HALF INTERNATIONAL, INC | $8,000 | – | 100 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 45 | Q2 2024 | 6.6% |
| ISHARES TR | 45 | Q2 2024 | 5.6% |
| SPDR S&P 500 ETF TRUST | 45 | Q2 2024 | 4.9% |
| SPDR S&P MIDCAP 400 ETF TR | 45 | Q2 2024 | 5.2% |
| MICROSOFT CORP | 45 | Q2 2024 | 4.1% |
| ISHARES TR | 45 | Q2 2024 | 3.4% |
| JOHNSON & JOHNSON | 45 | Q2 2024 | 1.7% |
| JPMORGAN CHASE & CO | 45 | Q2 2024 | 1.7% |
| MCDONALDS CORP | 45 | Q2 2024 | 2.0% |
| DANAHER CORPORATION | 45 | Q2 2024 | 1.4% |
View Sandy Spring Bank's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-12 |
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-21 |
View Sandy Spring Bank's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.