Sandy Cove Advisors, LLC Purchases and Sells in Q1 2025

Sandy Cove Advisors, LLC

$247 Million
Q1 2025

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	5.34K + 28.72%	$442.66 - $534.52 $2.36M - $2.85M	23.9K $12.7M
IEFA	5.79K + 11.53%	$69.57 - $78.65 $403K - $455K	56K $4.23M
JMST	13.7K + 302.07%	$50.72 - $50.92 $696K - $698K	18.3K $928K
AGG	3.11K + 2.13%	$95.85 - $99.25 $298K - $308K	149K $14.7M
VEA	1.07K + 0.7%	$47.4 - $52.99 $50.6K - $56.5K	153K $7.76M
KO	485 + 2.18%	$60.81 - $72.32 $29.5K - $35.1K	22.7K $1.62M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VCSH	5.29K New	$77.7 - $78.94 $411K - $417K	5.29K $417K
GE	1.35K New	$168.59 - $212.13 $228K - $286K	1.35K $270K
VZ	4.54K New	$37.81 - $46.49 $172K - $211K	4.54K $206K
WFC	2.83K New	$66.78 - $81.42 $189K - $231K	2.83K $203K

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-459 - 0.76%	$209.68 - $247.1 $96.2K - $113K	59.6K $13.2M
IVV	-179 - 0.38%	$554.06 - $615.85 $99.2K - $110K	47.3K $26.6M
RVMD	-15K - 35.71%	$35.36 - $44.42 $530K - $666K	27K $955K
MSFT	-151 - 1.12%	$375.39 - $447.2 $56.7K - $67.5K	13.4K $5.02M
AVGO	-1.52K - 36.71%	$167.43 - $244.7 $254K - $371K	2.62K $438K
VIG	-2.43K - 4.52%	N/A	51.4K $9.36M

Activity Summary All Purchases 69 New Holdings 4 Increased Positions 65 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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