Sandy Cove Advisors, LLC
Q2 2025 13F Holdings
- Locationhingham, MA
- Num holdings
131
- Value ($000)
$276,808
- Date Filed07/09/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $29.08M | 11 % | 46,836 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $28.24M | 10 % | 49,723 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $14.89M | 5 % | 150,060 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $13.35M | 5 % | 47,715 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $13.16M | 5 % | 43,284 | ||
AAPL APPLE INC | COM | 037833100 | $12.44M | 5 % | 60,631 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $12.11M | 4 % | 24,937 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $9.95M | 4 % | 48,602 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $9.67M | 4 % | 17,521 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $8.84M | 3 % | 37,321 |
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