Sandy Cove Advisors, LLC Incresed Positions in Q2 2025

Sandy Cove Advisors, LLC

  • $275 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
1.57K
+ 11.73%
$354.56 - $497.45 $556K - $780K
14.9K $7.43M
VTI
Vanguard Total Stock Market Et

ETFs
4.04K
+ 10.28%
$243.75 - $303.93 $984K - $1.23M
43.3K $13.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
423
+ 2.47%
$416.06 - $551.64 $176K - $233K
17.5K $9.67M
VO
Vanguard Mid Cap ETF

ETFs
1.99K
+ 4.36%
$228.54 - $279.83 $455K - $557K
47.7K $13.4M
NVDA
Nvidia Corp

Technology
713
+ 3.39%
$94.31 - $157.99 $67.2K - $113K
21.8K $3.44M
META
Meta Platforms, Inc.

Communication Services
626
+ 15.02%
$484.66 - $738.09 $303K - $462K
4.79K $3.54M
VEA
Vanguard Ftse Developed Market

ETFs
1.94K
+ 1.27%
$45.65 - $57.01 $88.5K - $111K
155K $8.81M
MS
Morgan Stanley

Financial Services
33
+ 0.09%
$99.83 - $140.86 $3.29K - $4.65K
36K $5.07M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
10.7K
+ 15.23%
$77.74 - $78.78 $829K - $840K
80.6K $6.35M
VB
Vanguard Small Cap ETF

ETFs
1.21K
+ 3.35%
$193.73 - $237.37 $234K - $287K
37.3K $8.84M
ORCL
Oracle Corp

Technology
2.38K
+ 93.0%
$122.82 - $218.63 $292K - $520K
4.94K $1.08M
AMZN
Amazon Com Inc

Consumer Cyclical
662
+ 4.36%
$167.32 - $223.3 $111K - $148K
15.9K $3.48M
NFLX
Netflix Inc

Communication Services
17
+ 1.29%
$855.86 - $1339.13 $14.5K - $22.8K
1.34K $1.79M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
10.9K
+ 59.89%
$50.52 - $50.92 $552K - $557K
29.2K $1.49M
IEFA
Ishares Tr

ETFs
1.06K
+ 1.89%
$67.83 - $84.09 $71.9K - $89.1K
57K $4.76M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.24K
+ 2.5%
$51.16 - $62.02 $114K - $139K
91.5K $5.68M
BX
Blackstone Inc.

Financial Services
2.18K
+ 22.13%
$120.07 - $151.11 $262K - $330K
12K $1.8M
GOOGL
Alphabet Inc.

Communication Services
667
+ 4.79%
$144.7 - $178.6 $96.5K - $119K
14.6K $2.57M
AVGO
Broadcom Inc.

Technology
185
+ 7.07%
$146.29 - $275.65 $27.1K - $51K
2.8K $772K
VUG
Vanguard Growth ETF

ETFs
201
+ 7.15%
$329.49 - $438.4 $66.2K - $88.1K
3.01K $1.32M
AMD
Advanced Micro Devices Inc

Technology
75
+ 1.39%
$78.21 - $143.81 $5.87K - $10.8K
5.47K $776K
IWF
Ishares Russell 1000 Gr ETF

ETFs
270
+ 16.64%
$320.42 - $421.7 $86.5K - $114K
1.89K $798K
GOOG
Alphabet Inc.

Communication Services
193
+ 2.79%
$146.58 - $180.01 $28.3K - $34.7K
7.11K $1.26M
GS
Goldman Sachs Group Inc

Financial Services
38
+ 4.44%
$462.22 - $707.75 $17.6K - $26.9K
893 $632K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.18K
+ 0.79%
$96.84 - $99.46 $114K - $117K
150K $14.9M
AMP
Ameriprise Financial Inc

Financial Services
5
+ 0.17%
$422.19 - $533.73 $2.11K - $2.67K
2.92K $1.56M
AMAT
Applied Materials Inc

Technology
177
+ 7.33%
$126.95 - $183.52 $22.5K - $32.5K
2.59K $474K
TSLA
Tesla, Inc.

Consumer Cyclical
72
+ 4.5%
$221.86 - $362.89 $16K - $26.1K
1.67K $530K
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.24K
+ 16.33%
$50.48 - $50.71 $113K - $114K
16K $810K
EFA
Ishares Tr Msci Eafe ETF

ETFs
137
+ 1.09%
$72.96 - $90.39 $10K - $12.4K
12.8K $1.14M
NOW
Service Now, Inc.

Technology
13
+ 3.3%
$721.65 - $1040.18 $9.38K - $13.5K
407 $418K
FAST
Fastenal CO

Industrials
12.7K
+ 104.93%
$40.65 - $83.16 $516K - $1.06M
24.8K $1.04M
MA
Mastercard Inc

Financial Services
155
+ 20.03%
$479.92 - $590.74 $74.4K - $91.6K
929 $522K
AXP
American Express CO

Financial Services
79
+ 5.84%
$231.39 - $318.98 $18.3K - $25.2K
1.43K $456K
SHV
Ishares Tr

ETFs
825
+ 9.84%
$110.06 - $110.46 $90.8K - $91.1K
9.21K $1.02M
HD
Home Depot, Inc.

Consumer Cyclical
214
+ 10.91%
$335.24 - $380.78 $71.7K - $81.5K
2.18K $797K
RTX
Raytheon Technologies Corp

Industrials
160
+ 4.74%
$113.75 - $148.48 $18.2K - $23.8K
3.54K $516K
WFC
Wells Fargo & Company

Financial Services
481
+ 16.98%
$60.98 - $80.12 $29.3K - $38.5K
3.31K $265K
COST
Costco Wholesale Corp

Consumer Defensive
21
+ 2.78%
$908.13 - $1056.85 $19.1K - $22.2K
777 $769K
LLY
Eli Lilly & CO

Healthcare
174
+ 8.7%
$713.71 - $898.95 $124K - $156K
2.17K $1.69M
VEU
Vanguard Ftse All World Ex Us

ETFs
14
+ 0.22%
$54.19 - $67.22 $759 - $941
6.36K $427K
IAU
Ishares Gold Trust

ETFs
222
+ 3.4%
$56.1 - $64.74 $12.5K - $14.4K
6.76K $421K
GLD
Spdr Gold Trust

ETFs
45
+ 3.49%
$273.71 - $316.29 $12.3K - $14.2K
1.33K $406K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3
+ 0.09%
$73.7 - $90.98 $221 - $273
3.43K $311K
ADBE
Adobe Inc.

Technology
51
+ 7.41%
$340.0 - $420.68 $17.3K - $21.5K
739 $285K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
221
+ 4.18%
$77.94 - $79.5 $17.2K - $17.6K
5.51K $437K
ADSK
Autodesk, Inc.

Technology
82
+ 10.53%
N/A
861 $211K
V
Visa Inc.

Financial Services
27
+ 1.26%
$308.27 - $373.31 $8.32K - $10.1K
2.18K $772K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.04%
$114.78 - $133.31 $115 - $133
2.75K $366K
Activity Summary
Buys All Purchases 77 New Holdings 14 Increased Positions 63 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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