SC

Sandy Cove Advisors, LLC

13F
Sandy Cove Advisors, LLC
Last update 2024-07-23 111 Stocks (1 new)
Value $225.00 Mil Turnover 4 %
Countries:
Top Holdings: IVV(11.81%)VOO(10.88%)AAPL(5.16%)VTI(4.65%)VO(4.64%)
Portfolio Report
Summary Stock Picks Current Portfolio
Sandy Cove Advisors, LLC Top Holdings of 2024-06-30 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
48,478
26528.620
+5.42%
11.810
+0.61%
-
+4.85%
+20.41%
530383.155
 
VOO 		Vanguard S&P 500 ETF
48,869
24441.010
+3.66%
10.880
+0.38%
-
0%
0%
492744.371
 
AAPL 		Apple Inc
55,088
11602.640
+15.50%
5.160
+0.69%
0.000
+6.77%
+18.58%
3459245.251
Hardware
VTI 		Vanguard Total Stock Market ETF
39,014
10436.640
-4.72%
4.650
-0.23%
-
+5.39%
+19.39%
421725.130
 
VO 		Vanguard Mid-Cap ETF
43,055
10423.660
+0.22%
4.640
+0.01%
-
+8.31%
+12.80%
66636.199
 
VIG 		Vanguard Dividend Appreciation FTF
55,378
10109.350
-1.15%
4.500
-0.05%
-
+7.83%
+16.28%
82316.052
 
AGG 		iShares Core U.S. Aggregate Bond ETF
99,913
9698.550
+10.48%
4.320
+0.41%
-
+3.92%
+1.97%
120634.910
 
VEA 		Vanguard FTSE Developed Markets ETF
151,050
7464.880
+0.42%
3.320
+0.01%
-
+8.29%
+11.37%
140613.593
 
VB 		Vanguard Small Cap ETF
34,169
7450.160
-0.47%
3.320
-0.02%
-
+9.02%
+11.00%
58956.898
 
BSV 		Vanguard Short-Term Bond ETF
92,807
7118.310
-1.90%
3.170
-0.06%
-
+2.64%
+2.16%
33074.773
 

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
AAPL 		Apple Inc2024-06-30Add
+0.69%
●
165 ($186.49) 216.67
$227.52
22.00%
Add 15.5%
55,088
7,394
IVV 		iShares Core S&P 500 ETF2024-06-30Add
+0.61%
●
497.53 ($525.83) 549.64
$575.11
9.37%
Add 5.42%
48,478
2,493
AGG 		iShares Core U.S. Aggregate Bond ETF2024-06-30Add
+0.41%
●
95.11 ($96.53) 97.92
$101.21
4.85%
Add 10.48%
99,913
9,479
VOO 		Vanguard S&P 500 ETF2024-06-30Add
+0.38%
●
455.1 ($481.2) 504.28
$527.70
9.66%
Add 3.66%
48,869
1,724
QQQ 		INVESCO QQQ Trust2024-06-30Add
+0.32%
●
414.65 ($449.75) 485.21
$489.47
8.83%
Add 11.85%
14,153
1,499
IEFA 		iShares Core MSCI EAFE ETF2024-06-30Add
+0.29%
●
70.77 ($73.59) 76.19
$78.74
7.00%
Add 29.56%
39,902
9,105
VTI 		Vanguard Total Stock Market ETF2024-06-30Reduce
-0.23%
●
245.23 ($258.82) 269.4
$283.20
9.42%
Reduce -4.72%
39,014
-1,934
BRK.B 		Berkshire Hathaway Inc2024-06-30Add
+0.19%
●
396.73 ($408.62) 420.24
$454.18
11.15%
Add 6.89%
16,633
1,072
CRL 		Charles River Laboratories International Inc2024-06-30Sold Out
-0.19%
●
206.39 ($226.59) 268.73
$198.26
-12.50%
Sold Out
0
-1,538
IJH 		iShares Core S&P Mid-Cap ETF2024-06-30Add
+0.15%
●
56.43 ($58.75) 60.79
$62.16
5.80%
Add 7.49%
81,313
5,669

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 2024-06-30

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

Discussions on Sandy Cove Advisors, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.