Sandy Cove Advisors, LLC Purchases in Q3 2024

Sandy Cove Advisors, LLC

  • $243 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
42.3K
+ 42.39%
$96.25 - $101.98 $4.08M - $4.32M
142K $14.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
785
+ 1.61%
$475.2 - $527.7 $373K - $414K
49.7K $26.2M
VO
Vanguard Mid Cap ETF

ETFs
2.27K
+ 5.28%
$237.84 - $263.83 $541K - $600K
45.3K $12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.28K
+ 7.67%
$405.19 - $478.57 $517K - $610K
17.9K $8.24M
VB
Vanguard Small Cap ETF

ETFs
807
+ 2.36%
$214.77 - $237.72 $173K - $192K
35K $8.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.95K
+ 9.78%
$57.32 - $62.65 $456K - $498K
89.3K $5.56M
IEFA
Ishares Tr

ETFs
5.01K
+ 12.56%
$70.09 - $78.74 $351K - $395K
44.9K $3.51M
QQQ
Invesco Qqq Trust, Series 1

ETFs
558
+ 3.94%
$434.77 - $502.96 $243K - $281K
14.7K $7.18M
META
Meta Platforms, Inc.

Communication Services
75
+ 2.07%
$453.41 - $572.44 $34K - $42.9K
3.7K $2.12M
TSLA
Tesla, Inc.

Consumer Cyclical
1.04K
New
$191.76 - $263.26 $199K - $274K
1.04K $271K
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 0.12%
$517.38 - $573.86 $5.17K - $5.74K
8.33K $4.78M
LOW
Lowes Companies Inc

Consumer Cyclical
902
New
$213.3 - $270.78 $192K - $244K
902 $244K
EOG
Eog Resources Inc

Energy
1.89K
New
$117.9 - $132.65 $223K - $251K
1.89K $232K
SPOT
Spotify Technology S.A.

Communication Services
631
New
$290.16 - $384.01 $183K - $242K
631 $232K
LMT
Lockheed Martin Corp

Industrials
393
New
$460.3 - $584.56 $181K - $230K
393 $229K
KKR
Kkr & Co. Inc.

Financial Services
1.72K
New
$104.51 - $133.23 $180K - $229K
1.72K $224K
RPM
Rpm International Inc

Basic Materials
1.84K
New
$103.91 - $125.03 $191K - $230K
1.84K $222K
SPYG
Spdr Portfolio

ETFs
2.68K
New
$73.38 - $84.1 $197K - $225K
2.68K $222K
IDV
Ishares Tr

ETFs
7.13K
New
$27.62 - $30.64 $197K - $218K
7.13K $215K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.09K
New
$60.84 - $67.51 $188K - $209K
3.09K $208K
GE
General Electric CO

Industrials
1.09K
New
$156.66 - $189.66 $171K - $207K
1.09K $205K
INTU
Intuit Inc

Technology
325
New
$602.97 - $670.49 $196K - $218K
325 $201K
ADSK
Autodesk, Inc.

Technology
781
New
$245.83 - $245.83 $192K - $192K
781 $191K
KO
Coca Cola CO

Consumer Defensive
56
+ 0.26%
$62.69 - $73.01 $3.51K - $4.09K
21.5K $1.55M
DHR
Danaher Corp

Healthcare
26
+ 0.48%
$239.25 - $280.76 $6.22K - $7.3K
5.45K $1.52M
IBM
International Business Machines Corp

Technology
66
+ 2.32%
$175.1 - $223.38 $11.6K - $14.7K
2.91K $642K
HD
Home Depot, Inc.

Consumer Cyclical
68
+ 4.05%
$333.64 - $405.2 $22.7K - $27.6K
1.75K $707K
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.03%
$391.53 - $469.81 $392 - $470
2.88K $1.35M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
90
+ 0.83%
$105.53 - $118.34 $9.5K - $10.7K
10.9K $1.27M
UL
Unilever PLC

Consumer Defensive
1
+ 0.01%
$54.7 - $65.59 $54.7 - $65.6
11.3K $735K
FAST
Fastenal CO

Industrials
92
+ 0.77%
$62.09 - $71.83 $5.71K - $6.61K
12K $857K
CAT
Caterpillar Inc

Industrials
49
+ 3.42%
$316.8 - $391.12 $15.5K - $19.2K
1.48K $580K
ITW
Illinois Tool Works Inc

Industrials
13
+ 0.33%
$233.14 - $263.97 $3.03K - $3.43K
3.9K $1.02M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.06%
$125.95 - $142.04 $504 - $568
6.67K $947K
UNH
Unitedhealth Group Inc

Healthcare
34
+ 3.58%
$488.01 - $604.18 $16.6K - $20.5K
985 $575K
NOW
Service Now, Inc.

Technology
21
+ 3.34%
$730.87 - $937.36 $15.3K - $19.7K
649 $580K
ORCL
Oracle Corp

Technology
48
+ 1.97%
$125.9 - $170.35 $6.04K - $8.18K
2.48K $423K
AVGO
Broadcom Inc.

Technology
3.16K
+ 964.33%
$136.27 - $1745.86 $431K - $5.52M
3.49K $602K
MDLZ
Mondelez International, Inc.

Consumer Defensive
5
+ 0.06%
$64.35 - $75.71 $322 - $379
8.8K $648K
CB
Chubb LTD

Financial Services
28
+ 1.46%
$252.51 - $292.2 $7.07K - $8.18K
1.94K $559K
XOM
Exxon Mobil Corp

Energy
461
+ 6.2%
$109.72 - $119.0 $50.6K - $54.9K
7.89K $924K
RTX
Raytheon Technologies Corp

Industrials
79
+ 2.76%
$99.55 - $123.34 $7.86K - $9.74K
2.94K $355K
PGR
Progressive Corp

Financial Services
32
+ 2.69%
$209.46 - $259.24 $6.7K - $8.3K
1.22K $310K
AXP
American Express CO

Financial Services
48
+ 3.8%
$225.92 - $271.17 $10.8K - $13K
1.31K $355K
NVDA
Nvidia Corp

Technology
765
+ 4.82%
$98.91 - $134.91 $75.7K - $103K
16.6K $2.02M
ACN
Accenture PLC

Technology
57
+ 7.52%
$295.44 - $355.81 $16.8K - $20.3K
815 $288K
NFLX
Netflix Inc

Communication Services
20
+ 1.63%
$598.55 - $722.26 $12K - $14.4K
1.25K $886K
ABBV
Abb Vie Inc.

Healthcare
111
+ 8.58%
$163.84 - $199.33 $18.2K - $22.1K
1.41K $277K
IAU
Ishares Gold Trust

ETFs
400
+ 6.52%
$44.06 - $50.5 $17.6K - $20.2K
6.54K $324K
Activity Summary
Buys All Purchases 78 New Holdings 14 Increased Positions 64 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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