Sandy Cove Advisors, LLC Reduced Holdings in Q4 2024

Sandy Cove Advisors, LLC

  • $253 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.31K
- 15.7%
$567.81 - $607.81 $743K - $795K
7.02K $4.12M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.17K
- 6.45%
$77.02 - $78.58 $398K - $406K
75K $5.79M
AMD
Advanced Micro Devices Inc

Technology
-986
- 16.81%
$118.88 - $172.8 $117K - $170K
4.88K $589K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2K
- 13.82%
$75.1 - $82.99 $150K - $166K
12.5K $943K
DHR
Danaher Corp

Healthcare
-5
- 0.09%
$226.16 - $274.52 $1.13K - $1.37K
5.45K $1.25M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.69K
- 10.25%
$63.27 - $70.31 $107K - $119K
14.8K $939K
NOW
Service Now, Inc.

Technology
-249
- 38.37%
$867.18 - $1148.42 $216K - $286K
400 $424K
PHYS
Sprott Physical Gold Trust

Financial Services
-6.7K
- 13.7%
$19.66 - $21.66 $132K - $145K
42.2K $849K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-163
- 1.85%
$59.25 - $72.99 $9.66K - $11.9K
8.64K $516K
PEP
Pepsico Inc

Consumer Defensive
-266
- 5.58%
$151.29 - $176.1 $40.2K - $46.8K
4.51K $685K
AMGN
Amgen Inc

Healthcare
-31
- 2.26%
$258.78 - $328.31 $8.02K - $10.2K
1.34K $350K
DEO
Diageo PLC

Consumer Defensive
-50
- 0.83%
$118.0 - $139.88 $5.9K - $6.99K
6K $762K
ADBE
Adobe Inc.

Technology
-64
- 8.65%
$437.39 - $552.96 $28K - $35.4K
676 $300K
ZTS
Zoetis Inc.

Healthcare
-181
- 11.04%
$162.24 - $194.42 $29.4K - $35.2K
1.46K $237K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2
- 0.47%
$501.29 - $612.85 $1K - $1.23K
427 $222K
PSX
Phillips 66

Energy
-50
- 2.66%
$110.35 - $138.93 $5.52K - $6.95K
1.83K $208K
IWR
Ishares Russell Mid Cap ETF

ETFs
-456
- 6.36%
$87.25 - $95.52 $39.8K - $43.6K
6.71K $593K
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-386
- 6.15%
$75.44 - $80.53 $29.1K - $31.1K
5.89K $446K
PGR
Progressive Corp

Financial Services
-35
- 2.86%
$239.6 - $268.88 $8.39K - $9.41K
1.19K $284K
YUM
Yum Brands Inc

Consumer Cyclical
-76
- 3.7%
$130.36 - $139.54 $9.91K - $10.6K
1.98K $265K
SHV
Ishares Tr

ETFs
-74
- 1.08%
$109.92 - $110.57 $8.13K - $8.18K
6.75K $743K
VO
Vanguard Mid Cap ETF

ETFs
-77
- 0.17%
$261.5 - $284.63 $20.1K - $21.9K
45.3K $12M
TXN
Texas Instruments Inc

Technology
-11
- 0.67%
N/A
1.62K $315K
SPYG
Spdr Portfolio

ETFs
-60
- 2.24%
$81.74 - $91.38 $4.9K - $5.48K
2.62K $230K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-963
- 1.94%
$521.84 - $558.82 $503K - $538K
48.7K $26.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5
- 0.32%
$370.24 - $418.94 $1.85K - $2.09K
1.58K $634K
Activity Summary
Buys All Purchases 83 New Holdings 6 Increased Positions 77 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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