Sandy Cove Advisors, LLC Reduced Holdings in Q3 2024

Sandy Cove Advisors, LLC

  • $243 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-12.7K
- 13.64%
$76.38 - $78.87 $967K - $998K
80.2K $6.31M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-13.8K
- 54.06%
$50.32 - $50.75 $696K - $702K
11.8K $596K
VIG
Vanguard Dividend Appreciation

ETFs
-2.72K
- 4.91%
$182.15 - $182.15 $495K - $495K
52.7K $9.59M
SHV
Ishares Tr

ETFs
-2.54K
- 27.12%
$110.05 - $110.63 $280K - $281K
6.83K $755K
AON
Aon PLC

Financial Services
-1.04K
- 51.62%
$293.16 - $351.06 $303K - $363K
970 $335K
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.49K
- 32.73%
$79.92 - $88.19 $279K - $308K
7.17K $631K
GOOGL
Alphabet Inc.

Communication Services
-43
- 0.39%
$148.65 - $191.18 $6.39K - $8.22K
11K $1.83M
AMAT
Applied Materials Inc

Technology
-44
- 1.82%
$174.88 - $254.97 $7.69K - $11.2K
2.37K $479K
LLY
Eli Lilly & CO

Healthcare
-53
- 2.57%
$772.14 - $960.02 $40.9K - $50.9K
2.01K $1.78M
VUG
Vanguard Growth ETF

ETFs
-283
- 9.03%
$341.08 - $391.94 $96.5K - $111K
2.85K $1.09M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.42K
- 18.47%
$56.47 - $63.69 $80.2K - $90.4K
6.27K $394K
AMGN
Amgen Inc

Healthcare
-202
- 12.82%
$309.38 - $337.38 $62.5K - $68.2K
1.37K $442K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-107
- 6.32%
$332.02 - $382.76 $35.5K - $41K
1.59K $594K
IXUS
Ishares Tr

ETFs
-1.42K
- 8.12%
$64.9 - $73.35 $92K - $104K
16K $1.17M
VTV
Vanguard Value ETF

ETFs
-909
- 8.9%
$159.75 - $174.57 $145K - $159K
9.3K $1.62M
EMR
Emerson Electric CO

Industrials
-52
- 1.81%
$98.19 - $118.87 $5.11K - $6.18K
2.82K $307K
PSJ
Invesco Exchange Traded Fd Tr

ETFs
-861
- 10.9%
N/A
7.04K $0
STZ
Constellation Brands, Inc.

Consumer Defensive
-2
- 0.13%
$236.42 - $259.82 $473 - $520
1.53K $394K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-161
- 5.94%
$117.9 - $128.2 $19K - $20.6K
2.55K $326K
AMD
Advanced Micro Devices Inc

Technology
-26
- 0.44%
$128.67 - $183.96 $3.35K - $4.78K
5.86K $962K
YUM
Yum Brands Inc

Consumer Cyclical
-46
- 2.19%
$125.95 - $139.96 $5.79K - $6.44K
2.05K $286K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-302
- 3.49%
$41.02 - $46.01 $12.4K - $13.9K
8.36K $380K
JNJ
Johnson & Johnson

Healthcare
-410
- 6.75%
$145.48 - $167.38 $59.6K - $68.6K
5.66K $917K
JPM
Jpmorgan Chase & CO

Financial Services
-142
- 1.5%
$194.9 - $224.8 $27.7K - $31.9K
9.31K $1.96M
CL
Colgate Palmolive CO

Consumer Defensive
-123
- 0.72%
$95.54 - $108.77 $11.8K - $13.4K
17K $1.76M
PLTR
Palantir Technologies Inc.

Technology
-4K
- 13.25%
$24.09 - $37.95 $96.4K - $152K
26.2K $974K
BX
Blackstone Inc.

Financial Services
-13
- 0.13%
$120.77 - $159.66 $1.57K - $2.08K
9.79K $1.5M
VEA
Vanguard Ftse Developed Market

ETFs
-2.13K
- 1.41%
$47.6 - $53.31 $102K - $114K
149K $7.86M
VTI
Vanguard Total Stock Market Et

ETFs
-75
- 0.19%
$255.18 - $283.2 $19.1K - $21.2K
38.9K $11M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.04K
- 2.14%
$520.18 - $576.82 $539K - $598K
47.4K $27.4M
AAPL
Apple Inc.

Technology
-1.5K
- 2.72%
$207.23 - $234.82 $310K - $351K
53.6K $12.5M
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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