Sandy Cove Advisors, LLC Top Holdings and 13F Report (2025) About Sandy Cove Advisors, LLCInvestment ActivitySandy Cove Advisors, LLC has $254.60 million in total holdings as of December 31, 2024.Sandy Cove Advisors, LLC owns shares of 125 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 8.01% of the portfolio was purchased this quarter.About 2.69% of the portfolio was sold this quarter.This quarter, Sandy Cove Advisors, LLC has purchased 111 new stocks and bought additional shares in 64 stocks.Sandy Cove Advisors, LLC sold shares of 36 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $27,958,345Vanguard S&P 500 ETF $26,235,312Apple $15,033,672iShares Core U.S. Aggregate Bond ETF $14,125,605Vanguard Mid-Cap ETF $11,952,172 Largest New Holdings this Quarter Revolution Medicines $1,837,430 HoldingTesla $558,325 HoldingFIDELITY WISE ORIGIN BITCOIN $305,250 HoldingSpotify Technology $304,666 HoldingSPDR Portfolio S&P 500 ETF $297,109 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 45,862 shares (about $4.44M)Revolution Medicines 42,008 shares (about $1.84M)Apple 4,946 shares (about $1.24M)Invesco QQQ 1,862 shares (about $951.91K)Berkshire Hathaway 1,966 shares (about $891.17K) Largest Sales this Quarter Vanguard Short-Term Bond ETF 17,826 shares (about $1.38M)SPDR S&P 500 ETF Trust 1,298 shares (about $760.76K)iShares Ultra Short-Term Bond Active ETF 13,702 shares (about $690.99K)iShares Core S&P 500 ETF 984 shares (about $579.25K)AON 1,001 shares (about $359.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSandy Cove Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$27,958,345$579,252 ▼-2.0%47,49411.0%ETFVOOVanguard S&P 500 ETF$26,235,312$95,909 ▼-0.4%48,69110.3%ETFAAPLApple$15,033,672$1,238,574 ▲9.0%60,0345.9%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$14,125,605$4,444,030 ▲45.9%145,7755.5%FinanceVOVanguard Mid-Cap ETF$11,952,172$580,031 ▲5.1%45,2514.7%ETFVTIVanguard Total Stock Market ETF$11,297,178$9,564 ▼-0.1%38,9814.4%ETFVIGVanguard Dividend Appreciation ETF$10,534,257$310,390 ▼-2.9%53,7934.1%ETFVBVanguard Small-Cap ETF$8,574,240$364,028 ▲4.4%35,6843.4%ETFBRK.BBerkshire Hathaway$8,430,742$891,168 ▲11.8%18,5993.3%FinanceQQQInvesco QQQ$8,187,360$951,912 ▲13.2%16,0153.2%FinanceVEAVanguard FTSE Developed Markets ETF$7,250,049$26,827 ▲0.4%151,6112.8%ETFBSVVanguard Short-Term Bond ETF$5,793,817$1,377,423 ▼-19.2%74,9812.3%ETFMSFTMicrosoft$5,697,195$434,582 ▲8.3%13,5162.2%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$5,592,772$526,147 ▲10.4%89,7572.2%ETFMSMorgan Stanley$4,522,504$31,933 ▲0.7%35,9731.8%FinanceSPYSPDR S&P 500 ETF Trust$4,116,182$760,758 ▼-15.6%7,0231.6%FinanceIEFAiShares Core MSCI EAFE ETF$3,527,333$723,036 ▲25.8%50,1901.4%ETFAMZNAmazon.com$3,135,895$209,732 ▲7.2%14,2941.2%Retail/WholesaleGOOGLAlphabet$2,576,630$477,049 ▲22.7%13,6111.0%Computer and TechnologyNVDANVIDIA$2,495,547$362,569 ▲17.0%18,5841.0%Computer and TechnologyMETAMeta Platforms$2,331,181$210,222 ▲9.9%3,9810.9%Computer and TechnologyJPMJPMorgan Chase & Co.$2,303,091$37,634 ▲1.7%9,6080.9%FinancePALANTIR TECHNOLOGIES INC$2,066,363$216,907 ▼-9.5%27,3220.8%CL ARVMDRevolution Medicines$1,837,430$1,837,430 ▲New Holding42,0080.7%MedicalBXBlackstone$1,701,125$11,035 ▲0.7%9,8660.7%FinanceLLYEli Lilly and Company$1,639,728$47,864 ▲3.0%2,1240.6%MedicalVTVVanguard Value ETF$1,575,225$153,899 ▼-8.9%9,3040.6%ETFCLColgate-Palmolive$1,566,941$14,182 ▲0.9%17,2360.6%Consumer StaplesAMPAmeriprise Financial$1,535,092$532 ▲0.0%2,8830.6%FinanceGOOGAlphabet$1,440,161$464,500 ▲47.6%7,5620.6%Computer and TechnologyHONHoneywell International$1,439,436$75,225 ▲5.5%6,3720.6%Multi-Sector ConglomeratesKOCoca-Cola$1,382,340$46,072 ▲3.4%22,2030.5%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$1,312,562$67,979 ▲5.5%11,3920.5%ETFDHRDanaher$1,249,916$4,821 ▲0.4%5,4450.5%Multi-Sector ConglomeratesVUGVanguard Growth ETF$1,174,171$112,451 ▼-8.7%2,8610.5%ETFNFLXNetflix$1,138,333$41,896 ▲3.8%1,2770.4%Consumer DiscretionaryIXUSiShares Core MSCI Total International Stock ETF$1,105,919$49,009 ▼-4.2%16,7210.4%ManufacturingITWIllinois Tool Works$1,040,677$54,519 ▲5.5%4,1040.4%Industrial ProductsFIFiserv$1,013,542$29,375 ▲3.0%4,9340.4%Business ServicesXOMExxon Mobil$996,416$197,175 ▲24.7%9,2630.4%Oils/EnergyEXASExact Sciences$991,3040.0%17,6420.4%MedicalAVGOBroadcom$958,772$882,719 ▲1,160.7%4,1350.4%Computer and TechnologyEFAiShares MSCI EAFE ETF$943,086$151,296 ▼-13.8%12,4730.4%FinanceVGKVanguard FTSE Europe ETF$939,102$107,201 ▼-10.2%14,7960.4%ETFFASTFastenal$866,372$9,636 ▲1.1%12,0480.3%Retail/WholesaleBDXBecton, Dickinson and Company$863,715$3,403 ▲0.4%3,8070.3%MedicalSDYSPDR S&P Dividend ETF$854,450$26,685 ▼-3.0%6,4680.3%ETFSPROTT PHYSICAL GOLD TR$849,928$134,938 ▼-13.7%42,2010.3%UNITJNJJohnson & Johnson$829,216$48,590 ▼-5.5%5,7340.3%MedicalPGProcter & Gamble$788,613$37,721 ▲5.0%4,7040.3%Consumer StaplesDEODiageo$762,780$6,357 ▼-0.8%6,0000.3%Consumer StaplesSHViShares Short Treasury Bond ETF$743,573$287,938 ▼-27.9%6,7530.3%ETFHDHome Depot$740,430$87,155 ▲13.3%1,9030.3%Retail/WholesalePEPPepsiCo$685,038$30,412 ▼-4.3%4,5050.3%Consumer StaplesIBMInternational Business Machines$664,606$40,452 ▲6.5%3,0230.3%Computer and TechnologyCOSTCostco Wholesale$656,055$36,651 ▲5.9%7160.3%Retail/WholesaleULUnilever$644,161$2,325 ▲0.4%11,3610.3%Consumer StaplesIWFiShares Russell 1000 Growth ETF$634,437$44,973 ▼-6.6%1,5800.2%ETFVVisa$626,879$93,526 ▲17.5%1,9840.2%Business ServicesICSHiShares Ultra Short-Term Bond Active ETF$599,814$690,991 ▼-53.5%11,8940.2%ETFIWRiShares Russell Mid-Cap ETF$593,300$348,537 ▼-37.0%6,7120.2%ETFAMDAdvanced Micro Devices$589,153$122,227 ▼-17.2%4,8780.2%Computer and TechnologyCATCaterpillar$574,981$54,777 ▲10.5%1,5850.2%Industrial ProductsCBChubb$571,952$43,656 ▲8.3%2,0700.2%FinanceTSLATesla$558,325$558,325 ▲New Holding1,3830.2%Auto/Tires/TrucksUNHUnitedHealth Group$531,703$50,590 ▲10.5%1,0510.2%MedicalMDLZMondelez International$515,997$9,437 ▼-1.8%8,6390.2%Consumer StaplesSPROTT PHYSICAL GOLD & SILVE$501,3360.0%21,1000.2%TR UNITSLYGSPDR S&P 600 Small Cap Growth ETF$496,315$35,961 ▲7.8%5,4930.2%ETFGSThe Goldman Sachs Group$486,931$45,256 ▲10.2%8500.2%FinanceCRMSalesforce$484,294$99,599 ▲25.9%1,4490.2%Computer and TechnologyRINGiShares MSCI Global Gold Miners ETF$463,8150.0%16,5000.2%ETFDTDWisdomTree Total U.S. Dividend Fund$446,830$26,779 ▼-5.7%5,8900.2%FinanceORCLOracle$435,264$29,329 ▲7.2%2,6120.2%Computer and TechnologyNOWServiceNow$424,048$241,707 ▼-36.3%4000.2%Computer and TechnologyTJXTJX Companies$418,509$51,710 ▲14.1%3,4640.2%Retail/WholesaleAXPAmerican Express$415,398$40,946 ▲10.9%1,4000.2%FinanceAMATApplied Materials$387,547$5,204 ▼-1.3%2,3830.2%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$379,020$9,882 ▼-2.5%8,4380.1%ETFBACBank of America$370,375$39,424 ▲11.9%8,4270.1%FinanceVEUVanguard FTSE All-World ex-US ETF$367,827$73,485 ▼-16.7%6,4070.1%ETFRTXRTX$367,463$36,688 ▲11.1%3,1750.1%AerospaceMAMastercard$364,429$36,338 ▲11.1%6920.1%Business ServicesEMREmerson Electric$361,230$5,948 ▲1.7%2,9150.1%Industrial ProductsAONAON$360,674$359,596 ▼-49.9%1,0040.1%FinanceVYMVanguard High Dividend Yield ETF$350,715$5,103 ▲1.5%2,7490.1%ETFAMGNAmgen$350,021$60,726 ▼-14.8%1,3430.1%MedicalSTZConstellation Brands$339,2450.0%1,5350.1%Consumer StaplesEFREaton Vance Senior Floating-Rate Trust$337,750$832 ▲0.2%26,3870.1%Financial ServicesCVXChevron$334,580$24,478 ▲7.9%2,3100.1%Oils/EnergyIWYiShares Russell Top 200 Growth ETF$333,8480.0%1,4190.1%ETFCTSHCognizant Technology Solutions$333,464$16,073 ▲5.1%4,3360.1%Computer and TechnologyIAUiShares Gold Trust$323,548$19,804 ▲6.5%6,5350.1%FinanceACNAccenture$320,481$53,824 ▲20.2%9110.1%Computer and TechnologyIGPTInvesco AI and Next Gen Software ETF$318,464$38,943 ▼-10.9%7,0410.1%ETFGLDSPDR Gold Shares$311,863$15,738 ▲5.3%1,2880.1%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$311,385$546 ▲0.2%3,4240.1%ETFFIDELITY WISE ORIGIN BITCOIN$305,250$305,250 ▲New Holding3,7420.1%SHSSPOTSpotify Technology$304,666$304,666 ▲New Holding6810.1%Business ServicesTXNTexas Instruments$304,392$7,502 ▲2.5%1,6230.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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