SC

Sandy Cove Advisors, LLC

13F
Sandy Cove Advisors, LLC
Last update 2025-07-09 131 Stocks (14 new)
Value $277.00 Mil Turnover 5 %
Countries:
Top Holdings: IVV(10.51%)VOO(10.20%)AGG(5.38%)VO(4.82%)VTI(4.75%)
Summary Stock Picks Current Portfolio
Sandy Cove Advisors, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
46,836
29,080.3
-1.01%
10.510
-0.11%
0.000
+19.67%
+7.80%
634,518.9
 
VOO
Vanguard S&P 500 ETF
49,723
28,244.2
-0.38%
10.200
-0.04%
0.000
+19.59%
+7.78%
660,834.1
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
150,060
14,885.9
+0.79%
5.380
+0.04%
0.010
+1.23%
+3.24%
127,979.5
 
VO
Vanguard Mid-Cap ETF
47,715
13,352.0
+4.36%
4.820
+0.20%
0.020
+16.32%
+8.70%
80,548.8
 
VTI
Vanguard Total Stock Market ETF
43,284
13,155.3
+10.28%
4.750
+0.44%
0.000
+19.82%
+7.35%
476,615.2
 
AAPL
Apple Inc
60,631
12,439.6
+1.77%
4.490
+0.08%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
BRK.B
Berkshire Hathaway Inc
24,937
12,113.7
+4.16%
4.380
+0.18%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
VIG
Vanguard Dividend Appreciation FTF
48,602
9,947.4
-5.38%
3.590
-0.22%
0.010
+12.58%
+6.21%
89,349.2
 
QQQ
INVESCO QQQ Trust
17,521
9,665.6
+2.47%
3.490
+0.08%
0.000
+26.52%
+10.07%
357,775.2
 
VB
Vanguard Small Cap ETF
37,321
8,844.5
+3.35%
3.200
+0.10%
0.010
+17.90%
+1.99%
61,352.9
 

Sandy Cove Advisors, LLC's Historical Top Holdings Breakdowns

Sandy Cove Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI
Vanguard Total Stock Market ETF
2025-06-30
Add
Add
+0.44%
●
243.75 ($281.15) 303.93
$309.09
9.94%
Add 10.28%
43,284
4,035
BSV
Vanguard Short-Term Bond ETF
2025-06-30
Add
Add
+0.30%
●
77.74 ($78.19) 78.78
$78.35
0.20%
Add 15.23%
80,636
10,660
MSFT
Microsoft Corp
2025-06-30
Add
Add
+0.28%
●
354.56 ($433.34) 497.45
$510.05
17.70%
Add 11.73%
14,933
1,568
VIG
Vanguard Dividend Appreciation FTF
2025-06-30
Reduce
Reduce
-0.22%
●
173.71 ($193.82) 204.67
$206.10
6.34%
Reduce -5.38%
48,602
-2,762
JMST
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
2025-06-30
Add
Add
+0.20%
●
50.52 ($50.75) 50.92
$50.91
0.33%
Add 59.89%
29,187
10,933
VO
Vanguard Mid-Cap ETF
2025-06-30
Add
Add
+0.20%
●
228.54 ($262.5) 279.83
$284.74
8.47%
Add 4.36%
47,715
1,992
UNH
UnitedHealth Group Inc
2025-06-30
Sold Out
Sold Out
-0.20%
●
274.35 ($384.44) 599.47
$282.65
-26.48%
Sold Out
0
-933
ORCL
Oracle Corp
2025-06-30
Add
Add
+0.19%
●
122.82 ($161.13) 218.63
$245.45
52.33%
Add 93%
4,935
2,378
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Reduce
Reduce
-0.19%
●
496.48 ($571.44) 617.85
$627.58
9.82%
Reduce -12.43%
6,046
-858
BRK.B
Berkshire Hathaway Inc
2025-06-30
Add
Add
+0.18%
●
483.48 ($508.26) 539.8
$473.80
-6.78%
Add 4.16%
24,937
997

Sandy Cove Advisors, LLC Total Holding History ($B)

To

Sandy Cove Advisors, LLC's Asset Allocation

To

Sandy Cove Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sandy Cove Advisors, LLC's Hypothetical Growth since 2025-06-30

Sandy Cove Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sandy Cove Advisors, LLC's Holdings Heat Map

Size field:

Sandy Cove Advisors, LLC's Holdings Bubble Chart

Sandy Cove Advisors, LLC News

  • 1

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