Sandy Cove Advisors, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $243 Million distributed in 124 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $27.4M, Vanguard Index Fds S&P 500 ETF with a value of $26.2M, Ishares Core U.S. Aggregate Bo with a value of $14.4M, Apple Inc. with a value of $12.5M, and Vanguard Mid Cap ETF with a value of $12M.
Examining the 13F form we can see an increase of $19.4M in the current position value, from $224M to 243M.
Sandy Cove Advisors, LLC is based out at Hingham, MA
Below you can find more details about Sandy Cove Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$243 Million
ETFs: $160 Million
Technology: $27.4 Million
Financial Services: $22.2 Million
Healthcare: $8.51 Million
Consumer Defensive: $8.13 Million
Communication Services: $5.94 Million
Industrials: $4.83 Million
Consumer Cyclical: $4.4 Million
Other: $1.96 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
