Sandy Cove Advisors, LLC Purchases and Sells in Q3 2024

Sandy Cove Advisors, LLC

$243 Million
Q3 2024

Top Buys

Incresed Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	42.3K + 42.39%	$96.25 - $101.98 $4.08M - $4.32M	142K $14.4M
VOO	785 + 1.61%	$475.2 - $527.7 $373K - $414K	49.7K $26.2M
VO	2.27K + 5.28%	$237.84 - $263.83 $541K - $600K	45.3K $12M
BRK-B	1.28K + 7.67%	$405.19 - $478.57 $517K - $610K	17.9K $8.24M
VB	807 + 2.36%	$214.77 - $237.72 $173K - $192K	35K $8.3M
IJH	7.95K + 9.78%	$57.32 - $62.65 $456K - $498K	89.3K $5.56M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	1.04K New	$191.76 - $263.26 $199K - $274K	1.04K $271K
LOW	902 New	$213.3 - $270.78 $192K - $244K	902 $244K
EOG	1.89K New	$117.9 - $132.65 $223K - $251K	1.89K $232K
SPOT	631 New	$290.16 - $384.01 $183K - $242K	631 $232K
LMT	393 New	$460.3 - $584.56 $181K - $230K	393 $229K
KKR	1.72K New	$104.51 - $133.23 $180K - $229K	1.72K $224K

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSV	-12.7K - 13.64%	$76.38 - $78.87 $967K - $998K	80.2K $6.31M
ICSH	-13.8K - 54.06%	$50.32 - $50.75 $696K - $702K	11.8K $596K
VIG	-2.72K - 4.91%	$182.15 - $182.15 $495K - $495K	52.7K $9.59M
SHV	-2.54K - 27.12%	$110.05 - $110.63 $280K - $281K	6.83K $755K
AON	-1.04K - 51.62%	$293.16 - $351.06 $303K - $363K	970 $335K
IWR	-3.49K - 32.73%	$79.92 - $88.19 $279K - $308K	7.17K $631K

Activity Summary All Purchases 78 New Holdings 14 Increased Positions 64 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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