Sandy Cove Advisors, LLC Reduced Holdings in Q1 2025

Sandy Cove Advisors, LLC

  • $247 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-459
- 0.76%
$209.68 - $247.1 $96.2K - $113K
59.6K $13.2M
IVV
Ishares Core S&P 500 ETF

ETFs
-179
- 0.38%
$554.06 - $615.85 $99.2K - $110K
47.3K $26.6M
RVMD
Revolution Medicines, Inc.

Healthcare
-15K
- 35.71%
$35.36 - $44.42 $530K - $666K
27K $955K
MSFT
Microsoft Corp

Technology
-151
- 1.12%
$375.39 - $447.2 $56.7K - $67.5K
13.4K $5.02M
AVGO
Broadcom Inc.

Technology
-1.52K
- 36.71%
$167.43 - $244.7 $254K - $371K
2.62K $438K
VIG
Vanguard Dividend Appreciation

ETFs
-2.43K
- 4.52%
N/A
51.4K $9.36M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-484
- 0.54%
$57.21 - $65.8 $27.7K - $31.8K
89.3K $5.21M
GOOG
Alphabet Inc.

Communication Services
-641
- 8.48%
$156.06 - $207.71 $100K - $133K
6.92K $1.08M
BX
Blackstone Inc.

Financial Services
-6
- 0.06%
$136.53 - $186.74 $819 - $1.12K
9.86K $1.38M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.01K
- 6.68%
$76.94 - $78.28 $385K - $392K
70K $5.48M
CAT
Caterpillar Inc

Industrials
-264
- 16.66%
$326.75 - $407.63 $86.3K - $108K
1.32K $435K
VUG
Vanguard Growth ETF

ETFs
-51
- 1.78%
$369.1 - $427.61 $18.8K - $21.8K
2.81K $1.04M
ACN
Accenture PLC

Technology
-254
- 27.88%
$300.91 - $398.25 $76.4K - $101K
657 $205K
NOW
Service Now, Inc.

Technology
-6
- 1.5%
$783.83 - $1170.39 $4.7K - $7.02K
394 $313K
JPM
Jpmorgan Chase & CO

Financial Services
-657
- 6.84%
$225.19 - $279.95 $148K - $184K
8.95K $2.2M
BAC
Bank Of America Corp

Financial Services
-2.04K
- 24.18%
$39.61 - $47.74 $80.7K - $97.3K
6.39K $266K
ORCL
Oracle Corp

Technology
-55
- 2.11%
$139.81 - $186.47 $7.69K - $10.3K
2.56K $357K
IWR
Ishares Russell Mid Cap ETF

ETFs
-495
- 7.37%
$82.81 - $92.93 $41K - $46K
6.22K $528K
TJX
Tjx Companies Inc

Consumer Cyclical
-526
- 15.18%
$112.81 - $126.16 $59.3K - $66.4K
2.94K $357K
AXP
American Express CO

Financial Services
-47
- 3.36%
$255.39 - $325.87 $12K - $15.3K
1.35K $364K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-117
- 2.13%
$80.73 - $94.96 $9.45K - $11.1K
5.38K $446K
UNH
Unitedhealth Group Inc

Healthcare
-118
- 11.23%
$461.52 - $548.18 $54.5K - $64.7K
933 $488K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-495
- 8.4%
$74.87 - $79.99 $37.1K - $39.6K
5.4K $415K
ITW
Illinois Tool Works Inc

Industrials
-6
- 0.15%
$244.9 - $274.48 $1.47K - $1.65K
4.1K $1.02M
TXN
Texas Instruments Inc

Technology
-106
- 6.53%
N/A
1.52K $295K
IXUS
Ishares Tr

ETFs
-1.15K
- 6.86%
$65.06 - $72.31 $74.6K - $82.9K
15.6K $1.09M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
-170
- 0.64%
$12.24 - $13.31 $2.08K - $2.26K
26.2K $321K
CTSH
Cognizant Technology Solutions Corp

Technology
-13
- 0.3%
$75.32 - $90.7 $979 - $1.18K
4.32K $330K
ADSK
Autodesk, Inc.

Technology
-2
- 0.26%
N/A
779 $191K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-150
- 0.95%
$9.83 - $10.34 $1.47K - $1.55K
15.6K $155K
EOG
Eog Resources Inc

Energy
-7
- 0.33%
$120.54 - $138.05 $844 - $966
2.09K $267K
LLY
Eli Lilly & CO

Healthcare
-125
- 5.89%
$725.72 - $929.72 $90.7K - $116K
2K $1.65M
VEU
Vanguard Ftse All World Ex Us

ETFs
-59
- 0.92%
$56.51 - $62.98 $3.33K - $3.72K
6.35K $385K
CL
Colgate Palmolive CO

Consumer Defensive
-242
- 1.4%
$85.68 - $97.5 $20.7K - $23.6K
17K $1.59M
CVX
Chevron Corp

Energy
-20
- 0.87%
$146.71 - $167.97 $2.93K - $3.36K
2.29K $383K
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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