Sandy Cove Advisors, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $310 Million distributed in 139 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 $31.8M, Vanguard Index Fds S&P 500 ETF with a value of $31M, Apple Inc. with a value of $15.5M, Ishares Core U.S. Aggregate Bo with a value of $15.2M, and Vanguard Mid Cap ETF with a value of $14.5M.
Examining the 13F form we can see an increase of $35.1M in the current position value, from $275M to 310M.
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
$310 Million
ETFs: $199 Million
Technology: $36.3 Million
Financial Services: $32.9 Million
Communication Services: $11.4 Million
Healthcare: $7.86 Million
Consumer Cyclical: $6.69 Million
Consumer Defensive: $6.38 Million
Industrials: $6.31 Million
Other: $2.75 Million
Stock Holdings Table Market Cap. of $200 Billions or more
