Sandy Cove Advisors, LLC Portfolio Holdings

Sandy Cove Advisors, LLC

  • $247 Million
  • Q1 2025

Sandy Cove Advisors, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $247 Million distributed in 120 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 $26.6M, Vanguard Index Fds S&P 500 ETF with a value of $25.7M, Ishares Core U.S. Aggregate Bo with a value of $14.7M, Apple Inc. with a value of $13.2M, and Berkshire Hathaway Inc Class B with a value of $12.7M.

Examining the 13F form we can see an decrease of $5.57M in the current position value, from $253M to 247M.

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 $247 Million
ETFs: $158 Million
Financial Services: $28.1 Million
Technology: $26 Million
Healthcare: $8.31 Million
Consumer Defensive: $7.71 Million
Communication Services: $7.45 Million
Industrials: $4.78 Million
Consumer Cyclical: $4.7 Million
Other: $2.3 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.02 Million 0.41% of portfolio
42,201
Q4 2024 Reduced 13.7%
$0
$599,000 0.24% of portfolio
21,100
Q1 2024 Added 31.06%
$0
$321,000 0.13% of portfolio
26,217
Q1 2025 Reduced 0.64%
$0
$155,000 0.06% of portfolio
15,600
Q1 2025 Reduced 0.95%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $247 Million
  • Prior Value $253 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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