Sandy Cove Advisors, LLC
Q3 2025 13F Holdings
- Locationhingham, MA
- Num holdings
139
- Value ($000)
$312,838
- Date Filed10/22/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $31.77M | 10 % | 47,465 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $31.04M | 10 % | 50,683 | ||
AAPL APPLE INC | COM | 037833100 | $15.55M | 5 % | 61,052 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $15.15M | 5 % | 151,151 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $14.48M | 5 % | 49,297 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $14.26M | 5 % | 43,442 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $13.13M | 4 % | 26,110 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $10.58M | 3 % | 17,618 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $10.24M | 3 % | 47,440 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $9.57M | 3 % | 37,655 |
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