Sandy Cove Advisors, LLC Portfolio Holdings

Sandy Cove Advisors, LLC

  • $253 Million
  • Q4 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62B
$1.84 Million 0.73% of portfolio
42,008
Q4 2024 New
$9.07B
$991,000 0.39% of portfolio
17,642
Q2 2023 Reduced 52.77%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $253 Million
  • Prior Value $243 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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