Sandy Cove Advisors, LLC Incresed Positions in Q3 2025

Sandy Cove Advisors, LLC

  • $310 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
26
+ 0.95%
$121.35 - $144.54 $3.16K - $3.76K
2.77K $400K
ETN
Eaton Corp PLC

Industrials
75
+ 10.74%
$342.99 - $392.76 $25.7K - $29.5K
773 $289K
BAC
Bank Of America Corp

Financial Services
193
+ 3.09%
$44.92 - $52.42 $8.67K - $10.1K
6.45K $332K
PSX
Phillips 66

Energy
19
+ 1.04%
$118.37 - $139.46 $2.25K - $2.65K
1.84K $250K
WMT
Walmart Inc.

Consumer Defensive
189
+ 7.82%
$94.4 - $104.27 $17.8K - $19.7K
2.61K $268K
AXP
American Express CO

Financial Services
30
+ 2.09%
$294.27 - $342.31 $8.83K - $10.3K
1.46K $485K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4
+ 0.36%
$435.72 - $463.74 $1.74K - $1.85K
1.12K $517K
IWR
Ishares Russell Mid Cap ETF

ETFs
3
+ 0.05%
$92.26 - $97.51 $277 - $293
5.58K $538K
AMGN
Amgen Inc

Healthcare
70
+ 4.94%
$271.18 - $309.22 $19K - $21.6K
1.49K $419K
WFC
Wells Fargo & Company

Financial Services
115
+ 3.47%
$77.05 - $85.16 $8.86K - $9.79K
3.43K $287K
IJK
Ishares S&P Midcap 400 Growth

ETFs
2
+ 0.06%
$91.28 - $97.59 $183 - $195
3.43K $328K
BA
Boeing CO

Industrials
30
+ 2.95%
$209.79 - $237.38 $6.29K - $7.12K
1.05K $225K
KKR
Kkr & Co. Inc.

Financial Services
135
+ 7.6%
$129.95 - $152.16 $17.5K - $20.5K
1.91K $248K
RSP
Invesco S&P 500 Equal Weight E

ETFs
3
+ 0.27%
$181.56 - $190.33 $545 - $571
1.13K $213K
TDVG
T Rowe Price Exchange Traded F

Technology
12
+ 0.23%
$42.05 - $43.96 $505 - $528
5.21K $228K
ADSK
Autodesk, Inc.

Technology
27
+ 3.14%
N/A
888 $218K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1
+ 0.05%
$101.12 - $106.18 $101 - $106
2.03K $209K
AON
Aon PLC

Financial Services
9
+ 0.86%
$350.91 - $375.27 $3.16K - $3.38K
1.05K $375K
EMR
Emerson Electric CO

Industrials
57
+ 2.04%
$128.6 - $149.63 $7.33K - $8.53K
2.85K $373K
Fidelity Wise Origin Bitcoin
1.21K
+ 31.85%
N/A
5.02K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
N/A
5.71K $0
UL
Unilever PLC

Consumer Defensive
65
+ 0.56%
$58.43 - $65.01 $3.8K - $4.23K
11.7K $695K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
31
+ 0.12%
$11.41 - $12.19 $354 - $378
26.3K $300K
V
Visa Inc.

Financial Services
25
+ 1.15%
$332.09 - $358.86 $8.3K - $8.97K
2.2K $751K
IBM
International Business Machines Corp

Technology
25
+ 0.8%
$234.77 - $292.47 $5.87K - $7.31K
3.16K $892K
INTU
Intuit Inc

Technology
3
+ 0.86%
$646.03 - $807.39 $1.94K - $2.42K
352 $240K
HON
Honeywell International Inc

Industrials
28
+ 0.44%
$207.7 - $240.4 $5.82K - $6.73K
6.35K $1.34M
NFLX
Netflix Inc

Communication Services
5
+ 0.37%
$1147.87 - $1297.18 $5.74K - $6.49K
1.34K $1.61M
Activity Summary
Buys All Purchases 90 New Holdings 11 Increased Positions 79 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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