Sandy Cove Advisors, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $275 Million distributed in 131 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 $29.1M, Vanguard Index Fds S&P 500 ETF with a value of $28.2M, Ishares Core U.S. Aggregate Bo with a value of $14.9M, Vanguard Mid Cap ETF with a value of $13.4M, and Vanguard Total Stock Market Et with a value of $13.2M.
Examining the 13F form we can see an increase of $27.5M in the current position value, from $247M to 275M.
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
$275 Million
ETFs: $175 Million
Technology: $30.9 Million
Financial Services: $30.4 Million
Communication Services: $9.89 Million
Consumer Defensive: $7.55 Million
Healthcare: $7.52 Million
Industrials: $5.67 Million
Consumer Cyclical: $5.44 Million
Other: $2.12 Million
Stock Holdings Table Market Cap. of $200 Billions or more