Sandy Cove Advisors, LLC Incresed Positions in Q1 2025

Sandy Cove Advisors, LLC

  • $247 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.34K
+ 28.72%
$442.66 - $534.52 $2.36M - $2.85M
23.9K $12.7M
IEFA
Ishares Tr

ETFs
5.79K
+ 11.53%
$69.57 - $78.65 $403K - $455K
56K $4.23M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
13.7K
+ 302.07%
$50.72 - $50.92 $696K - $698K
18.3K $928K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.11K
+ 2.13%
$95.85 - $99.25 $298K - $308K
149K $14.7M
VEA
Vanguard Ftse Developed Market

ETFs
1.07K
+ 0.7%
$47.4 - $52.99 $50.6K - $56.5K
153K $7.76M
KO
Coca Cola CO

Consumer Defensive
485
+ 2.18%
$60.81 - $72.32 $29.5K - $35.1K
22.7K $1.62M
XOM
Exxon Mobil Corp

Energy
831
+ 8.97%
$105.44 - $118.93 $87.6K - $98.8K
10.1K $1.2M
JNJ
Johnson & Johnson

Healthcare
482
+ 8.41%
$142.06 - $167.7 $68.5K - $80.8K
6.22K $1.03M
SHV
Ishares Tr

ETFs
1.63K
+ 24.09%
$110.11 - $110.51 $179K - $180K
8.38K $925K
AMGN
Amgen Inc

Healthcare
197
+ 14.67%
$258.59 - $327.36 $50.9K - $64.5K
1.54K $479K
IBM
International Business Machines Corp

Technology
123
+ 4.07%
$217.4 - $264.74 $26.7K - $32.6K
3.15K $782K
MDLZ
Mondelez International, Inc.

Consumer Defensive
664
+ 7.69%
$56.12 - $68.15 $37.3K - $45.3K
9.3K $631K
ABBV
Abb Vie Inc.

Healthcare
287
+ 18.03%
$169.2 - $216.66 $48.6K - $62.2K
1.88K $393K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.85K
+ 15.51%
$50.44 - $50.7 $93.1K - $93.5K
13.7K $696K
NFLX
Netflix Inc

Communication Services
44
+ 3.45%
$828.4 - $1058.6 $36.4K - $46.6K
1.32K $1.23M
EFA
Ishares Tr Msci Eafe ETF

ETFs
142
+ 1.14%
$74.85 - $84.89 $10.6K - $12.1K
12.6K $1.03M
RTX
Raytheon Technologies Corp

Industrials
202
+ 6.36%
$114.1 - $135.66 $23K - $27.4K
3.38K $447K
AON
Aon PLC

Financial Services
90
+ 8.96%
$348.44 - $409.32 $31.4K - $36.8K
1.09K $436K
PGR
Progressive Corp

Financial Services
84
+ 7.08%
$235.61 - $291.22 $19.8K - $24.5K
1.27K $359K
FAST
Fastenal CO

Industrials
46
+ 0.38%
$71.11 - $79.98 $3.27K - $3.68K
12.1K $937K
CB
Chubb LTD

Financial Services
37
+ 1.79%
$257.71 - $301.99 $9.54K - $11.2K
2.11K $636K
MA
Mastercard Inc

Financial Services
82
+ 11.85%
$504.67 - $576.31 $41.4K - $47.3K
774 $424K
COST
Costco Wholesale Corp

Consumer Defensive
40
+ 5.59%
$890.62 - $1076.86 $35.6K - $43.1K
756 $715K
META
Meta Platforms, Inc.

Communication Services
186
+ 4.67%
$576.36 - $736.67 $107K - $137K
4.17K $2.4M
UL
Unilever PLC

Consumer Defensive
300
+ 2.64%
$54.72 - $60.29 $16.4K - $18.1K
11.7K $694K
YUM
Yum Brands Inc

Consumer Cyclical
28
+ 1.42%
$123.25 - $162.53 $3.45K - $4.55K
2.01K $315K
BDX
Becton Dickinson & CO

Healthcare
156
+ 4.1%
$222.79 - $249.08 $34.8K - $38.9K
3.96K $907K
PG
Procter & Gamble CO

Consumer Defensive
137
+ 2.91%
$158.56 - $176.26 $21.7K - $24.1K
4.84K $825K
PSX
Phillips 66

Energy
131
+ 7.15%
$113.93 - $131.55 $14.9K - $17.2K
1.96K $242K
BMY
Bristol Myers Squibb CO

Healthcare
255
+ 6.67%
$53.9 - $63.11 $13.7K - $16.1K
4.08K $248K
VTV
Vanguard Value ETF

ETFs
1
+ 0.01%
$167.73 - $179.21 $168 - $179
9.31K $1.61M
ZTS
Zoetis Inc.

Healthcare
155
+ 10.63%
$156.48 - $175.67 $24.3K - $27.2K
1.61K $265K
PEP
Pepsico Inc

Consumer Defensive
228
+ 5.06%
$142.64 - $156.42 $32.5K - $35.7K
4.73K $709K
INTU
Intuit Inc

Technology
32
+ 9.55%
$555.63 - $630.23 $17.8K - $20.2K
367 $225K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.04%
$126.11 - $135.06 $126 - $135
2.75K $354K
FISV
Fiserv Inc

Technology
34
+ 0.69%
N/A
4.97K $621K
Fidelity Wise Origin Bitcoin
323
+ 8.63%
N/A
4.07K $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
5
+ 0.39%
$169.43 - $182.84 $847 - $914
1.27K $220K
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.59%
$524.81 - $672.19 $2.62K - $3.36K
855 $467K
HD
Home Depot, Inc.

Consumer Cyclical
59
+ 3.1%
$347.25 - $424.87 $20.5K - $25.1K
1.96K $719K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2
+ 0.06%
$81.62 - $96.63 $163 - $193
3.43K $285K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
76
+ 0.9%
$40.03 - $46.81 $3.04K - $3.56K
8.51K $347K
EMR
Emerson Electric CO

Industrials
60
+ 2.06%
$108.64 - $131.17 $6.52K - $7.87K
2.98K $326K
AMD
Advanced Micro Devices Inc

Technology
517
+ 10.6%
$96.63 - $129.55 $50K - $67K
5.4K $554K
ADBE
Adobe Inc.

Technology
12
+ 1.78%
$377.84 - $464.11 $4.53K - $5.57K
688 $263K
AMAT
Applied Materials Inc

Technology
31
+ 1.3%
$145.06 - $195.51 $4.5K - $6.06K
2.41K $350K
IWF
Ishares Russell 1000 Gr ETF

ETFs
43
+ 2.72%
$360.07 - $417.26 $15.5K - $17.9K
1.62K $586K
KKR
Kkr & Co. Inc.

Financial Services
86
+ 4.74%
$108.17 - $167.07 $9.3K - $14.4K
1.9K $219K
STZ
Constellation Brands, Inc.

Consumer Defensive
37
+ 2.41%
$161.05 - $222.93 $5.96K - $8.25K
1.57K $288K
Activity Summary
Buys All Purchases 69 New Holdings 4 Increased Positions 65 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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