Sandy Cove Advisors, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $253 Million distributed in 125 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 $28M, Vanguard Index Fds S&P 500 ETF with a value of $26.2M, Apple Inc. with a value of $15M, Ishares Core U.S. Aggregate Bo with a value of $14.1M, and Vanguard Mid Cap ETF with a value of $12M.
Examining the 13F form we can see an increase of $9.32M in the current position value, from $243M to 253M.
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
$253 Million
ETFs: $160 Million
Technology: $31.6 Million
Financial Services: $24.1 Million
Healthcare: $9.55 Million
Communication Services: $7.81 Million
Consumer Defensive: $7.34 Million
Consumer Cyclical: $5.36 Million
Industrials: $4.86 Million
Other: $2.02 Million
Stock Holdings Table Market Cap. of $200 Billions or more
