Sandy Cove Advisors, LLC Portfolio Holdings

Sandy Cove Advisors, LLC

  • $224 Million
  • Q2 2024

Sandy Cove Advisors, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $224 Million distributed in 111 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 $26.5M, Vanguard Index Fds S&P 500 ETF with a value of $24.4M, Apple Inc. with a value of $11.6M, Vanguard Total Stock Market Et with a value of $10.4M, and Vanguard Mid Cap ETF with a value of $10.4M.

Examining the 13F form we can see an increase of $7.89M in the current position value, from $216M to 224M.

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 $224 Million
ETFs: $149 Million
Technology: $25.5 Million
Financial Services: $19.5 Million
Healthcare: $7.82 Million
Consumer Defensive: $7.46 Million
Communication Services: $5.62 Million
Industrials: $4.04 Million
Consumer Cyclical: $3.77 Million
Other: $1.67 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $224 Million
  • Prior Value $216 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 23, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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