Sandy Cove Advisors, LLC Purchases in Q4 2024

Sandy Cove Advisors, LLC

  • $253 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
6.44K
+ 12.02%
$221.69 - $259.02 $1.43M - $1.67M
60K $15M
RVMD
Revolution Medicines, Inc.

Healthcare
42K
New
$42.97 - $60.6 $1.81M - $2.55M
42K $1.84M
PLTR
Palantir Technologies Inc.

Technology
1.13K
+ 4.32%
$36.46 - $82.38 $41.3K - $93.3K
27.3K $2.07M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.3K
+ 8.86%
$481.22 - $538.17 $628K - $702K
16K $8.19M
MS
Morgan Stanley

Financial Services
141
+ 0.39%
$104.42 - $134.99 $14.7K - $19K
36K $4.52M
GOOGL
Alphabet Inc.

Communication Services
2.56K
+ 23.2%
$161.86 - $196.66 $415K - $504K
13.6K $2.58M
AMZN
Amazon Com Inc

Consumer Cyclical
707
+ 5.2%
$180.88 - $232.93 $128K - $165K
14.3K $3.14M
IVV
Ishares Core S&P 500 ETF

ETFs
52
+ 0.11%
$570.51 - $610.59 $29.7K - $31.8K
47.5K $28M
GOOG
Alphabet Inc.

Communication Services
2.33K
+ 44.62%
$163.08 - $198.16 $380K - $462K
7.56K $1.44M
NVDA
Nvidia Corp

Technology
1.94K
+ 11.62%
$117.0 - $148.88 $226K - $288K
18.6K $2.5M
JPM
Jpmorgan Chase & CO

Financial Services
299
+ 3.21%
$205.18 - $250.29 $61.3K - $74.8K
9.61K $2.3M
TSLA
Tesla, Inc.

Consumer Cyclical
344
+ 33.11%
$213.65 - $479.86 $73.5K - $165K
1.38K $558K
VB
Vanguard Small Cap ETF

ETFs
708
+ 2.02%
$233.76 - $261.58 $166K - $185K
35.7K $8.57M
VTI
Vanguard Total Stock Market Et

ETFs
42
+ 0.11%
$280.04 - $302.45 $11.8K - $12.7K
39K $11.3M
NFLX
Netflix Inc

Communication Services
27
+ 2.16%
$687.65 - $936.56 $18.6K - $25.3K
1.28K $1.14M
MSFT
Microsoft Corp

Technology
847
+ 6.69%
$406.35 - $454.46 $344K - $385K
13.5K $5.7M
META
Meta Platforms, Inc.

Communication Services
284
+ 7.68%
$554.08 - $632.68 $157K - $180K
3.98K $2.35M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.54K
New
$50.67 - $50.9 $230K - $231K
4.54K $230K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.27K
New
$174.22 - $187.62 $221K - $238K
1.27K $222K
BMY
Bristol Myers Squibb CO

Healthcare
3.82K
New
$51.92 - $59.94 $199K - $229K
3.82K $216K
ETN
Eaton Corp PLC

Industrials
632
New
$326.96 - $377.52 $207K - $239K
632 $209K
VIG
Vanguard Dividend Appreciation

ETFs
1.14K
+ 2.16%
N/A
53.8K $9.8M
BX
Blackstone Inc.

Financial Services
77
+ 0.79%
$148.45 - $199.05 $11.4K - $15.3K
9.87K $1.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
691
+ 3.86%
$442.29 - $483.08 $306K - $334K
18.6K $8.43M
V
Visa Inc.

Financial Services
288
+ 16.98%
$273.87 - $320.91 $78.9K - $92.4K
1.98K $627K
HON
Honeywell International Inc

Industrials
184
+ 2.97%
$202.84 - $236.0 $37.3K - $43.4K
6.37K $1.44M
CRM
Salesforce, Inc.

Technology
237
+ 19.55%
$270.87 - $367.87 $64.2K - $87.2K
1.45K $484K
GS
Goldman Sachs Group Inc

Financial Services
74
+ 9.54%
$486.1 - $608.57 $36K - $45K
850 $486K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.22K
+ 39.53%
$66.77 - $71.52 $81.5K - $87.3K
4.31K $297K
VUG
Vanguard Growth ETF

ETFs
9
+ 0.32%
$378.79 - $428.11 $3.41K - $3.85K
2.86K $1.17M
SPOT
Spotify Technology S.A.

Communication Services
50
+ 7.92%
$362.95 - $502.38 $18.1K - $25.1K
681 $304K
XOM
Exxon Mobil Corp

Energy
1.37K
+ 17.39%
$105.51 - $125.37 $145K - $172K
9.26K $996K
BAC
Bank Of America Corp

Financial Services
796
+ 10.43%
$39.22 - $47.77 $31.2K - $38K
8.43K $370K
AXP
American Express CO

Financial Services
90
+ 6.87%
$267.35 - $305.57 $24.1K - $27.5K
1.4K $415K
TJX
Tjx Companies Inc

Consumer Cyclical
373
+ 12.07%
$112.15 - $127.2 $41.8K - $47.4K
3.46K $418K
EMR
Emerson Electric CO

Industrials
100
+ 3.55%
$108.13 - $134.33 $10.8K - $13.4K
2.92K $361K
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 3.77%
$873.59 - $994.69 $22.7K - $25.9K
716 $656K
KKR
Kkr & Co. Inc.

Financial Services
91
+ 5.28%
$129.87 - $162.87 $11.8K - $14.8K
1.81K $268K
MA
Mastercard Inc

Financial Services
39
+ 5.97%
$491.3 - $536.15 $19.2K - $20.9K
692 $364K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
500
+ 4.59%
$113.92 - $127.38 $57K - $63.7K
11.4K $1.31M
HD
Home Depot, Inc.

Consumer Cyclical
156
+ 8.93%
$385.02 - $431.37 $60.1K - $67.3K
1.9K $740K
ACN
Accenture PLC

Technology
96
+ 11.78%
$343.9 - $376.86 $33K - $36.2K
911 $320K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
495
+ 0.55%
$61.68 - $67.87 $30.5K - $33.6K
89.8K $5.59M
AON
Aon PLC

Financial Services
34
+ 3.51%
$344.14 - $393.31 $11.7K - $13.4K
1K $360K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
201
+ 7.89%
$126.68 - $134.74 $25.5K - $27.1K
2.75K $350K
EOG
Eog Resources Inc

Energy
203
+ 10.74%
$118.22 - $136.54 $24K - $27.7K
2.09K $256K
IEFA
Ishares Tr

ETFs
5.28K
+ 11.75%
$70.06 - $77.43 $370K - $409K
50.2K $3.53M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
395
+ 7.75%
$89.9 - $100.66 $35.5K - $39.8K
5.49K $496K
IBM
International Business Machines Corp

Technology
118
+ 4.06%
$204.9 - $238.04 $24.2K - $28.1K
3.02K $664K
Activity Summary
Buys All Purchases 83 New Holdings 6 Increased Positions 77 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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