Sandy Cove Advisors, LLC Top Holdings and 13F Report (2025) About Sandy Cove Advisors, LLCInvestment ActivitySandy Cove Advisors, LLC has $276.81 million in total holdings as of June 30, 2025.Sandy Cove Advisors, LLC owns shares of 131 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 4.72% of the portfolio was purchased this quarter.About 1.30% of the portfolio was sold this quarter.This quarter, Sandy Cove Advisors, LLC has purchased 120 new stocks and bought additional shares in 63 stocks.Sandy Cove Advisors, LLC sold shares of 38 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $29,080,292Vanguard S&P 500 ETF $28,244,160iShares Core U.S. Aggregate Bond ETF $14,885,938Vanguard Mid-Cap ETF $13,351,984Vanguard Total Stock Market ETF $13,155,289 Largest New Holdings this Quarter 78467X109 - SPDR Dow Jones Industrial Average ETF Trust $490,079 Holding92204A702 - Vanguard Information Technology ETF $396,957 HoldingG29183103 - Eaton $249,179 Holding69608A108 - PALANTIR TECHNOLOGIES INC $243,196 Holding931142103 - Walmart $236,334 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 4,035 shares (about $1.23M)Vanguard Short-Term Bond ETF 10,660 shares (about $838.95K)Microsoft 1,568 shares (about $779.93K)Vanguard Mid-Cap ETF 1,992 shares (about $557.42K)JPMorgan Ultra-Short Municipal ETF 10,933 shares (about $556.71K) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 2,762 shares (about $565.30K)SPDR S&P 500 ETF Trust 858 shares (about $530.15K)iShares Core S&P 500 ETF 479 shares (about $297.41K)CocaCola 2,436 shares (about $172.34K)Vanguard S&P 500 ETF 190 shares (about $107.93K) 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$29,080,292$297,409 ▼-1.0%46,83610.5%ETFVOOVanguard S&P 500 ETF$28,244,160$107,926 ▼-0.4%49,72310.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$14,885,938$116,857 ▲0.8%150,0605.4%FinanceVOVanguard Mid-Cap ETF$13,351,984$557,417 ▲4.4%47,7154.8%ETFVTIVanguard Total Stock Market ETF$13,155,289$1,226,356 ▲10.3%43,2844.8%ETFAAPLApple$12,439,579$216,658 ▲1.8%60,6314.5%Computer and TechnologyBRK.BBerkshire Hathaway$12,113,657$484,313 ▲4.2%24,9374.4%FinanceVIGVanguard Dividend Appreciation ETF$9,947,359$565,298 ▼-5.4%48,6023.6%ETFQQQInvesco QQQ$9,665,580$233,351 ▲2.5%17,5213.5%FinanceVBVanguard Small-Cap ETF$8,844,496$286,751 ▲3.4%37,3213.2%ETFVEAVanguard FTSE Developed Markets ETF$8,814,728$110,543 ▲1.3%154,6173.2%ETFMSFTMicrosoft$7,427,747$779,931 ▲11.7%14,9332.7%Computer and TechnologyBSVVanguard Short-Term Bond ETF$6,346,111$838,950 ▲15.2%80,6362.3%ETFIJHiShares Core S&P Mid-Cap ETF$5,675,315$138,614 ▲2.5%91,5082.1%ETFMSMorgan Stanley$5,074,270$4,648 ▲0.1%36,0231.8%FinanceIEFAiShares Core MSCI EAFE ETF$4,761,578$88,490 ▲1.9%57,0381.7%ETFSPYSPDR S&P 500 ETF Trust$3,735,738$530,146 ▼-12.4%6,0461.3%FinanceMETAMeta Platforms$3,537,840$462,067 ▲15.0%4,7931.3%Computer and TechnologyAMZNAmazon.com$3,478,258$145,238 ▲4.4%15,8541.3%Retail/WholesaleNVDANVIDIA$3,437,499$112,645 ▲3.4%21,7581.2%Computer and TechnologyJPMJPMorgan Chase & Co.$2,938,714$343,821 ▲13.2%10,1371.1%FinanceGOOGLAlphabet$2,574,078$117,548 ▲4.8%14,6060.9%Computer and TechnologyBXBlackstone$1,801,294$326,393 ▲22.1%12,0420.7%FinanceNFLXNetflix$1,791,089$22,757 ▲1.3%1,3380.6%Consumer DiscretionaryLLYEli Lilly and Company$1,693,734$135,623 ▲8.7%2,1730.6%MedicalVTVVanguard Value ETF$1,626,132$18,380 ▼-1.1%9,2010.6%ETFCLColgate-Palmolive$1,562,269$17,543 ▲1.1%17,1870.6%Consumer StaplesAMPAmeriprise Financial$1,556,964$2,669 ▲0.2%2,9170.6%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$1,486,208$556,711 ▲59.9%29,1870.5%ETFHONHoneywell International$1,471,599$15,370 ▼-1.0%6,3190.5%Multi-Sector ConglomeratesKOCocaCola$1,432,794$172,343 ▼-10.7%20,2520.5%Consumer StaplesVUGVanguard Growth ETF$1,320,189$88,130 ▲7.2%3,0110.5%ETFGOOGAlphabet$1,262,038$34,239 ▲2.8%7,1140.5%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,221,698$31,474 ▼-2.5%11,1790.4%ETFXOMExxon Mobil$1,195,117$106,942 ▲9.8%11,0860.4%EnergyIXUSiShares Core MSCI Total International Stock ETF$1,155,578$48,474 ▼-4.0%14,9470.4%ManufacturingVGKVanguard FTSE Europe ETF$1,146,6900.0%14,7960.4%ETFEFAiShares MSCI EAFE ETF$1,139,892$12,246 ▲1.1%12,7520.4%FinanceDHRDanaher$1,112,280$19,160 ▲1.8%5,6310.4%MedicalORCLOracle$1,079,038$519,950 ▲93.0%4,9350.4%Computer and TechnologySPROTT PHYSICAL GOLD TR$1,069,7950.0%42,2010.4%UNITFASTFastenal$1,040,934$532,983 ▲104.9%24,7840.4%Retail/WholesaleSHViShares Short Treasury Bond ETF$1,016,416$91,096 ▲9.8%9,2050.4%ETFJNJJohnson & Johnson$996,421$46,896 ▲4.9%6,5230.4%MedicalRVMDRevolution Medicines$993,6240.0%27,0080.4%MedicalITWIllinois Tool Works$981,830$31,401 ▼-3.1%3,9710.4%IndustrialsEXASExact Sciences$937,4960.0%17,6420.3%MedicalIBMInternational Business Machines$925,410$2,064 ▼-0.2%3,1390.3%Computer and TechnologyFIFiserv$835,671$20,862 ▼-2.4%4,8470.3%Business ServicesICSHiShares Ultra Short-Term Bond Active ETF$810,494$113,793 ▲16.3%15,9830.3%ETFIWFiShares Russell 1000 Growth ETF$803,647$114,625 ▲16.6%1,8930.3%ETFHDHome Depot$797,887$78,469 ▲10.9%2,1760.3%Retail/WholesalePGProcter & Gamble$796,352$25,015 ▲3.2%4,9980.3%Consumer StaplesSDYSPDR S&P Dividend ETF$777,733$100,169 ▼-11.4%5,7300.3%ETFAMDAdvanced Micro Devices$776,122$10,642 ▲1.4%5,4700.3%Computer and TechnologyVVisa$772,525$9,586 ▲1.3%2,1760.3%Business ServicesAVGOBroadcom$772,261$50,988 ▲7.1%2,8020.3%Computer and TechnologyCOSTCostco Wholesale$769,196$20,789 ▲2.8%7770.3%Retail/WholesaleRINGiShares MSCI Global Gold Miners ETF$722,3700.0%16,5000.3%ETFULUnilever$713,2950.0%11,6610.3%Consumer StaplesBDXBecton, Dickinson and Company$669,191$13,435 ▼-2.0%3,8850.2%MedicalSPROTT PHYSICAL GOLD & SILVE$635,1100.0%21,1000.2%TR UNITGSThe Goldman Sachs Group$632,281$26,906 ▲4.4%8930.2%FinanceMDLZMondelez International$627,653$270 ▲0.0%9,3070.2%Consumer StaplesCBChubb$611,319$869 ▲0.1%2,1100.2%FinanceDEODiageo$605,0400.0%6,0000.2%Consumer StaplesPEPPepsiCo$558,404$66,549 ▼-10.6%4,2290.2%Consumer StaplesTSLATesla$530,673$22,866 ▲4.5%1,6710.2%Auto/Tires/TrucksSPOTSpotify Technology$522,5590.0%6810.2%Computer and TechnologyMAMastercard$521,880$87,074 ▲20.0%9290.2%Business ServicesRTXRTX$516,402$23,360 ▲4.7%3,5370.2%AerospaceIWRiShares Russell Mid-Cap ETF$512,835$58,954 ▼-10.3%5,5760.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$490,079$490,079 ▲New Holding1,1120.2%FinanceCATCaterpillar$478,275$34,551 ▼-6.7%1,2320.2%IndustrialsAMATApplied Materials$474,334$32,403 ▲7.3%2,5910.2%Computer and TechnologyAXPAmerican Express$456,649$25,192 ▲5.8%1,4320.2%FinanceVCSHVanguard Short-Term Corporate Bond ETF$437,805$17,569 ▲4.2%5,5070.2%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$435,685$41,447 ▼-8.7%4,9090.2%ETFVEUVanguard FTSE All-World ex-US ETF$427,660$941 ▲0.2%6,3620.2%ETFIAUiShares Gold Trust$421,367$13,844 ▲3.4%6,7570.2%FinanceNOWServiceNow$418,429$13,365 ▲3.3%4070.2%Computer and TechnologyDTDWisdomTree U.S. Total Dividend Fund$410,820$18,211 ▼-4.2%5,1660.1%FinanceGLDSPDR Gold Shares$406,338$13,717 ▲3.5%1,3330.1%FinanceVGTVanguard Information Technology ETF$396,957$396,957 ▲New Holding5980.1%ETFAMGNAmgen$395,625$34,341 ▼-8.0%1,4170.1%MedicalCRMSalesforce$391,178$28,350 ▼-6.8%1,4350.1%Computer and TechnologyEMREmerson Electric$372,496$24,131 ▼-6.1%2,7940.1%IndustrialsAONAON$372,392$17,835 ▼-4.6%1,0440.1%FinanceVYMVanguard High Dividend Yield ETF$366,792$133 ▲0.0%2,7510.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$362,6950.0%8,5140.1%ETFFIDELITY WISE ORIGIN BITCOIN$357,889$24,154 ▼-6.3%3,8080.1%SHSIWYiShares Russell Top 200 Growth ETF$349,7980.0%1,4190.1%ETFGEGE Aerospace$347,4500.0%1,3500.1%AerospacePGRProgressive$346,957$7,740 ▲2.3%1,3000.1%FinanceCTSHCognizant Technology Solutions$341,720$4,370 ▲1.3%4,3790.1%Computer and TechnologyTJXTJX Companies$339,129$23,712 ▼-6.5%2,7460.1%Retail/WholesaleEFREaton Vance Senior Floating-Rate Trust$318,126$376 ▲0.1%26,2480.1%Financial ServicesIJKiShares S&P Mid-Cap 400 Growth ETF$311,934$273 ▲0.1%3,4290.1%ETFABBVAbbVie$297,949$50,865 ▼-14.6%1,6050.1%MedicalTXNTexas Instruments$296,689$18,271 ▼-5.8%1,4290.1%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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