Sandy Cove Advisors, LLC Top Holdings and 13F Report (2025) About Sandy Cove Advisors, LLCInvestment ActivitySandy Cove Advisors, LLC has $312.84 million in total holdings as of September 30, 2025.Sandy Cove Advisors, LLC owns shares of 139 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 7.89% of the portfolio was purchased this quarter.About 2.59% of the portfolio was sold this quarter.This quarter, Sandy Cove Advisors, LLC has purchased 131 new stocks and bought additional shares in 79 stocks.Sandy Cove Advisors, LLC sold shares of 31 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $31,767,869Vanguard S&P 500 ETF $31,037,138Apple $15,545,652iShares Core U.S. Aggregate Bond ETF $15,152,883Vanguard Mid-Cap ETF $14,480,594 Largest New Holdings this Quarter 464288646 - iShares 1-5 Year Investment Grade Corporate Bond ETF $6,911,822 Holding833445109 - Snowflake $451,100 Holding458140100 - Intel $426,902 Holding74340W103 - Prologis $399,828 Holding464288414 - iShares National Muni Bond ETF $321,458 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 146,606 shares (about $7.44M)iShares 1-5 Year Investment Grade Corporate Bond ETF 130,338 shares (about $6.91M)iShares Core MSCI EAFE ETF 8,189 shares (about $714.99K)iShares Ultra Short-Term Bond Active ETF 12,546 shares (about $636.71K)Berkshire Hathaway 1,173 shares (about $589.71K) Largest Sales this Quarter Vanguard Short-Term Bond ETF 69,909 shares (about $5.52M)Oracle 1,821 shares (about $512.06K)Mondelez International 5,082 shares (about $317.50K)SPDR S&P 500 ETF Trust 401 shares (about $267.13K)Vanguard Dividend Appreciation ETF 1,162 shares (about $250.75K) 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$31,767,869$420,984 ▲1.3%47,46510.2%ETFVOOVanguard S&P 500 ETF$31,037,138$587,883 ▲1.9%50,6839.9%ETFAAPLApple$15,545,652$107,199 ▲0.7%61,0525.0%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$15,152,883$109,373 ▲0.7%151,1514.8%FinanceVOVanguard Mid-Cap ETF$14,480,594$464,700 ▲3.3%49,2974.6%ETFVTIVanguard Total Stock Market ETF$14,256,465$51,851 ▲0.4%43,4424.6%ETFBRK.BBerkshire Hathaway$13,126,552$589,714 ▲4.7%26,1104.2%FinanceQQQInvesco QQQ$10,577,458$58,237 ▲0.6%17,6183.4%FinanceVIGVanguard Dividend Appreciation ETF$10,237,219$250,751 ▼-2.4%47,4403.3%ETFVBVanguard Small-Cap ETF$9,574,894$84,929 ▲0.9%37,6553.1%ETFVEAVanguard FTSE Developed Markets ETF$9,310,817$46,198 ▲0.5%155,3883.0%ETFMSFTMicrosoft$8,021,785$287,454 ▲3.7%15,4882.6%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$7,645,576$7,437,329 ▲3,571.4%150,7112.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$6,911,822$6,911,822 ▲New Holding130,3382.2%ManufacturingIJHiShares Core S&P Mid-Cap ETF$5,923,308$48,488 ▼-0.8%90,7651.9%ETFMSMorgan Stanley$5,736,627$10,333 ▲0.2%36,0881.8%FinanceIEFAiShares Core MSCI EAFE ETF$5,695,017$714,988 ▲14.4%65,2271.8%ETFNVDANVIDIA$4,220,398$160,830 ▲4.0%22,6201.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,760,407$267,125 ▼-6.6%5,6451.2%FinanceAMZNAmazon.com$3,693,655$212,547 ▲6.1%16,8221.2%Retail/WholesaleMETAMeta Platforms$3,641,482$121,897 ▲3.5%4,9591.2%Computer and TechnologyGOOGLAlphabet$3,582,386$31,604 ▲0.9%14,7361.1%Computer and TechnologyJPMJPMorgan Chase & Co.$3,228,271$30,911 ▲1.0%10,2351.0%FinanceBXBlackstone$2,080,588$23,235 ▲1.1%12,1780.7%FinanceGOOGAlphabet$1,907,540$174,874 ▲10.1%7,8320.6%Computer and TechnologyVUGVanguard Growth ETF$1,728,658$284,432 ▲19.7%3,6040.6%ETFVTVVanguard Value ETF$1,715,8710.0%9,2010.5%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,694,847$205,131 ▲13.8%33,2060.5%ETFNFLXNetflix$1,609,553$5,992 ▲0.4%1,3430.5%Consumer DiscretionaryLLYEli Lilly and Company$1,569,560$88,512 ▼-5.3%2,0570.5%MedicalICSHiShares Ultra Short-Term Bond Active ETF$1,447,839$636,706 ▲78.5%28,5290.5%ETFAMPAmeriprise Financial$1,429,605$3,439 ▼-0.2%2,9100.5%FinanceKOCocaCola$1,339,657$3,449 ▼-0.3%20,2000.4%Consumer StaplesHONHoneywell International$1,335,964$5,894 ▲0.4%6,3470.4%Multi-Sector ConglomeratesIJRiShares Core S&P Small-Cap ETF$1,331,433$3,089 ▲0.2%11,2050.4%ETFHDHome Depot$1,303,548$421,820 ▲47.8%3,2170.4%Retail/WholesaleXOMExxon Mobil$1,288,438$38,449 ▲3.1%11,4270.4%EnergyRVMDRevolution Medicines$1,261,2740.0%27,0080.4%MedicalSPROTT ASSET MANAGEMENT LP$1,249,9940.0%42,2010.4%PHYSICAL GOLD TRJNJJohnson & Johnson$1,235,941$26,514 ▲2.2%6,6660.4%MedicalIXUSiShares Core MSCI Total International Stock ETF$1,234,3510.0%14,9470.4%ManufacturingFASTFastenal$1,218,307$2,893 ▲0.2%24,8430.4%Retail/WholesaleEFAiShares MSCI EAFE ETF$1,190,6450.0%12,7520.4%FinanceVGKVanguard FTSE Europe ETF$1,180,7210.0%14,7960.4%ETFCLColgate-Palmolive$1,133,454$240,456 ▼-17.5%14,1790.4%Consumer StaplesDHRDanaher$1,108,807$7,533 ▼-0.7%5,5930.4%MedicalRINGiShares MSCI Global Gold Miners ETF$1,067,7150.0%16,5000.3%ETFITWIllinois Tool Works$1,045,648$10,170 ▲1.0%4,0100.3%IndustrialsSHViShares Short Treasury Bond ETF$1,011,536$5,525 ▼-0.5%9,1550.3%ETFAVGOBroadcom$986,959$62,675 ▲6.8%2,9920.3%Computer and TechnologyEXASExact Sciences$965,1940.0%17,6420.3%MedicalAMDAdvanced Micro Devices$919,048$34,135 ▲3.9%5,6810.3%Computer and TechnologyIBMInternational Business Machines$892,845$7,055 ▲0.8%3,1640.3%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$886,8980.0%1,8930.3%ETFORCLOracle$875,643$512,057 ▼-36.9%3,1140.3%Computer and TechnologyBSVVanguard Short-Term Bond ETF$846,471$5,516,542 ▼-86.7%10,7270.3%ETFTSLATesla$789,187$46,240 ▲6.2%1,7750.3%Auto/Tires/TrucksSPROTT ASSET MANAGEMENT LP$774,1590.0%21,1000.2%PHYSICAL GOLD ANVVisa$751,428$8,535 ▲1.1%2,2010.2%Business ServicesBDXBecton, Dickinson and Company$734,268$7,112 ▲1.0%3,9230.2%MedicalPGProcter & Gamble$729,291$38,723 ▼-5.0%4,7460.2%Consumer StaplesSDYSPDR S&P Dividend ETF$725,766$76,750 ▼-9.6%5,1820.2%ETFGSThe Goldman Sachs Group$723,378$11,950 ▲1.7%9080.2%FinanceCOSTCostco Wholesale$714,601$4,628 ▼-0.6%7720.2%Retail/WholesaleULUnilever$695,109$3,853 ▲0.6%11,7260.2%Consumer StaplesVGTVanguard Information Technology ETF$671,279$224,755 ▲50.3%8990.2%ETFPEPPepsiCo$664,288$70,361 ▲11.8%4,7300.2%Consumer StaplesGLDSPDR Gold Shares$651,577$177,735 ▲37.5%1,8330.2%FinanceFIFiserv$612,418$12,506 ▼-2.0%4,7500.2%Business ServicesCATCaterpillar$603,118$15,269 ▲2.6%1,2640.2%IndustrialsRTXRTX$599,674$7,864 ▲1.3%3,5840.2%AerospaceCBChubb$590,538$5,081 ▼-0.9%2,0920.2%FinanceDEODiageo$572,5800.0%6,0000.2%Consumer StaplesAMATApplied Materials$556,688$26,207 ▲4.9%2,7190.2%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$555,364$115,181 ▲26.2%6,9480.2%ETFIWRiShares Russell Mid-Cap ETF$538,622$290 ▲0.1%5,5790.2%ETFMAMastercard$526,257$2,276 ▼-0.4%9250.2%Business ServicesDIASPDR Dow Jones Industrial Average ETF Trust$517,664$1,855 ▲0.4%1,1160.2%FinanceVEUVanguard FTSE All-World ex-US ETF$506,410$52,382 ▲11.5%7,0960.2%ETFFIDELITY WISE ORIGIN BITCOIN$501,119$121,063 ▲31.9%5,0210.2%SHSIAUiShares Gold Trust$491,7070.0%6,7570.2%FinanceAXPAmerican Express$485,482$9,962 ▲2.1%1,4620.2%FinanceSPOTSpotify Technology$475,3380.0%6810.2%Computer and TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$452,105$10,845 ▼-2.3%4,7940.1%ETFSNOWSnowflake$451,100$451,100 ▲New Holding2,0000.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$449,099$61,318 ▲15.8%3,1860.1%ETFINTCIntel$426,902$426,902 ▲New Holding12,7240.1%Computer and TechnologyDTDWisdomTree U.S. Total Dividend Fund$425,698$8,232 ▼-1.9%5,0680.1%FinanceAMGNAmgen$419,616$19,753 ▲4.9%1,4870.1%MedicalGEGE Aerospace$417,819$11,731 ▲2.9%1,3890.1%AerospaceTJXTJX Companies$400,695$3,758 ▲0.9%2,7720.1%Retail/WholesalePLDPrologis$399,828$399,828 ▲New Holding3,4910.1%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$394,3730.0%8,5140.1%ETFIWYiShares Russell Top 200 Growth ETF$388,3090.0%1,4190.1%ETFAONAON$375,585$3,210 ▲0.9%1,0530.1%FinanceCVXChevron$375,333$83,390 ▲28.6%2,4170.1%EnergyESGVVanguard ESG U.S. Stock ETF$374,626$140,944 ▲60.3%3,1630.1%ETFEMREmerson Electric$373,967$7,477 ▲2.0%2,8510.1%IndustrialsNOWServiceNow$369,953$4,601 ▼-1.2%4020.1%Computer and TechnologyABBVAbbVie$364,479$7,178 ▼-1.9%1,5740.1%MedicalShowing 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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