Sandy Cove Advisors, LLC
Q1 2025 13F Holdings
- Locationhingham, MA
- Num holdings
120
- Value ($000)
$248,915
- Date Filed05/12/2025
- Form type13F-HR
- CIK0001908217
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $26.59M | 11 % | 47,315 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $25.65M | 10 % | 49,913 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $14.73M | 6 % | 148,882 | ||
AAPL APPLE INC | COM | 037833100 | $13.23M | 5 % | 59,575 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $12.75M | 5 % | 23,940 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $11.82M | 5 % | 45,723 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $10.79M | 4 % | 39,249 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $9.96M | 4 % | 51,364 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $8.02M | 3 % | 17,098 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $8.01M | 3 % | 36,111 |
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