Sandy Cove Advisors, LLC Incresed Positions 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
MS
Morgan Stanley

Financial Services
113
+ 0.32%
$92.07 - $106.96 $10.4K - $12.1K
35.8K $3.74M
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
RTX
Raytheon Technologies Corp

Industrials
79
+ 2.76%
$99.55 - $123.34 $7.86K - $9.74K
2.94K $355K
XOM
Exxon Mobil Corp

Energy
461
+ 6.2%
$109.72 - $119.0 $50.6K - $54.9K
7.89K $924K
AXP
American Express CO

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

Financial Services
32
+ 2.69%
$209.46 - $259.24 $6.7K - $8.3K
1.22K $310K
ACN
Accenture PLC

Technology
57
+ 7.52%
$295.44 - $355.81 $16.8K - $20.3K
815 $288K
NVDA
Nvidia Corp

Technology
765
+ 4.82%
$98.91 - $134.91 $75.7K - $103K
16.6K $2.02M
ABBV
Abb Vie Inc.

Healthcare
111
+ 8.58%
$163.84 - $199.33 $18.2K - $22.1K
1.41K $277K
NFLX
Netflix Inc

Communication Services
20
+ 1.63%
$598.55 - $722.26 $12K - $14.4K
1.25K $886K
IAU
Ishares Gold Trust

ETFs
400
+ 6.52%
$44.06 - $50.5 $17.6K - $20.2K
6.54K $324K
GLD
Spdr Gold Trust

ETFs
65
+ 5.31%
$215.56 - $246.98 $14K - $16.1K
1.29K $313K
MA
Mastercard Inc

Financial Services
30
+ 4.82%
$429.6 - $500.99 $12.9K - $15K
653 $322K
CTSH
Cognizant Technology Solutions Corp

Technology
74
+ 1.79%
$66.89 - $77.87 $4.95K - $5.76K
4.2K $324K
ZTS
Zoetis Inc.

Healthcare
39
+ 2.44%
$172.58 - $196.48 $6.73K - $7.66K
1.64K $320K
PG
Procter & Gamble CO

Consumer Defensive
32
+ 0.71%
$160.76 - $177.82 $5.14K - $5.69K
4.51K $780K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
33
+ 0.53%
$70.02 - $76.68 $2.31K - $2.53K
6.28K $481K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3
+ 0.06%
$85.03 - $94.56 $255 - $284
5.1K $474K
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 2.07%
$801.83 - $917.05 $11.2K - $12.8K
690 $611K
CRM
Salesforce, Inc.

Technology
61
+ 5.3%
$238.42 - $276.53 $14.5K - $16.9K
1.21K $331K
PEP
Pepsico Inc

Consumer Defensive
66
+ 1.4%
$161.9 - $179.3 $10.7K - $11.8K
4.77K $811K
GS
Goldman Sachs Group Inc

Financial Services
5
+ 0.65%
$459.02 - $510.25 $2.3K - $2.55K
776 $384K
BDX
Becton Dickinson & CO

Healthcare
14
+ 0.37%
$221.47 - $242.41 $3.1K - $3.39K
3.81K $917K
TJX
Tjx Companies Inc

Consumer Cyclical
55
+ 1.81%
$107.93 - $120.23 $5.94K - $6.61K
3.09K $363K
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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