Sandy Cove Advisors, LLC Reduced Holdings in Q3 2025

Sandy Cove Advisors, LLC

  • $310 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-69.9K
- 86.7%
$78.11 - $79.07 $5.46M - $5.53M
10.7K $846K
CL
Colgate Palmolive CO

Consumer Defensive
-3.01K
- 17.5%
$79.36 - $93.33 $239K - $281K
14.2K $1.13M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-5.08K
- 54.6%
$60.9 - $70.75 $309K - $360K
4.23K $263K
VIG
Vanguard Dividend Appreciation

ETFs
-1.16K
- 2.39%
N/A
47.4K $8.64M
ORCL
Oracle Corp

Technology
-1.82K
- 36.9%
$218.96 - $328.33 $399K - $598K
3.11K $875K
AMP
Ameriprise Financial Inc

Financial Services
-7
- 0.24%
$486.13 - $544.55 $3.4K - $3.81K
2.91K $1.43M
LLY
Eli Lilly & CO

Healthcare
-116
- 5.34%
$625.65 - $812.69 $72.6K - $94.3K
2.06K $1.57M
KO
Coca Cola CO

Consumer Defensive
-52
- 0.26%
$65.67 - $71.67 $3.41K - $3.73K
20.2K $1.34M
PG
Procter & Gamble CO

Consumer Defensive
-252
- 5.04%
$150.47 - $161.22 $37.9K - $40.6K
4.75K $729K
CRM
Salesforce, Inc.

Technology
-57
- 3.97%
$231.66 - $273.65 $13.2K - $15.6K
1.38K $326K
CTSH
Cognizant Technology Solutions Corp

Technology
-113
- 2.58%
$66.67 - $80.98 $7.53K - $9.15K
4.27K $286K
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.64%
$915.95 - $994.57 $4.58K - $4.97K
772 $714K
ADBE
Adobe Inc.

Technology
-84
- 11.37%
$333.65 - $392.1 $28K - $32.9K
655 $231K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-548
- 9.56%
$136.48 - $142.97 $74.8K - $78.3K
5.18K $725K
NOW
Service Now, Inc.

Technology
-5
- 1.23%
$850.86 - $1044.69 $4.25K - $5.22K
402 $369K
CB
Chubb LTD

Financial Services
-18
- 0.85%
$265.99 - $289.59 $4.79K - $5.21K
2.09K $590K
EOG
Eog Resources Inc

Energy
-24
- 1.21%
$112.12 - $126.1 $2.69K - $3.03K
1.96K $220K
TXN
Texas Instruments Inc

Technology
-65
- 4.55%
N/A
1.36K $265K
FISV
Fiserv Inc

Technology
-97
- 2.0%
N/A
4.75K $594K
ABT
Abbott Laboratories

Healthcare
-17
- 1.09%
$120.51 - $136.62 $2.05K - $2.32K
1.55K $206K
SHV
Ishares Tr

ETFs
-50
- 0.54%
$110.06 - $110.49 $5.5K - $5.52K
9.16K $1.01M
DHR
Danaher Corp

Healthcare
-38
- 0.67%
$181.46 - $212.2 $6.9K - $8.06K
5.59K $1.11M
VZ
Verizon Communications Inc

Communication Services
-38
- 0.81%
$40.84 - $45.06 $1.55K - $1.71K
4.67K $205K
MA
Mastercard Inc

Financial Services
-4
- 0.43%
$550.18 - $598.96 $2.2K - $2.4K
925 $526K
YUM
Yum Brands Inc

Consumer Cyclical
-11
- 0.55%
$139.5 - $153.94 $1.53K - $1.69K
1.99K $302K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-98
- 1.9%
$79.83 - $84.0 $7.82K - $8.23K
5.07K $425K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-115
- 2.34%
$87.69 - $96.0 $10.1K - $11K
4.79K $452K
SPY
Spdr S&P 500 ETF Trust

ETFs
-401
- 6.63%
$617.65 - $666.84 $248K - $267K
5.65K $3.76M
ABBV
Abb Vie Inc.

Healthcare
-31
- 1.93%
$184.85 - $231.54 $5.73K - $7.18K
1.57K $364K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-743
- 0.81%
$62.09 - $66.51 $46.1K - $49.4K
90.8K $5.92M
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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