Sandy Cove Advisors, LLC Top Holdings and 13F Report (2026)

About Sandy Cove Advisors, LLC

Investment Activity

Sandy Cove Advisors, LLC has $334.07 million in total holdings as of March 31, 2026.
Sandy Cove Advisors, LLC owns shares of 144 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 3.50% of the portfolio was purchased this quarter.
About 1.46% of the portfolio was sold this quarter.
This quarter, Sandy Cove Advisors, LLC has purchased 142 new stocks and bought additional shares in 85 stocks.
Sandy Cove Advisors, LLC sold shares of 28 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $30,102,675
Vanguard S&P 500 ETF: $28,338,607
Berkshire Hathaway: $20,331,508
Vanguard FTSE All-World ex-US ETF: $20,150,040
Vanguard Mid-Cap ETF: $17,649,772

Largest New Holdings this Quarter

N07059210 - ASML: $719,166 Holding
46654Q773 - J P MORGAN EXCHANGE TRADED F: $334,566 Holding
088606108 - BHP Group: $296,925 Holding
92343V104 - Verizon Communications: $256,040 Holding
110122108 - Bristol Myers Squibb: $227,801 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 31,972 shares (about $2.16M)
Vanguard FTSE All-World ex-US ETF: 27,193 shares (about $2.04M)
Berkshire Hathaway: 1,949 shares (about $933.96K)
ASML: 544 shares (about $719.17K)
iShares Core MSCI EAFE ETF: 5,972 shares (about $540.64K)

Largest Sales this Quarter

Vanguard FTSE Developed Markets ETF: 3,798 shares (about $243.38K)
iShares Core S&P 500 ETF: 305 shares (about $199.23K)
Colgate-Palmolive: 2,111 shares (about $179.92K)
Vanguard Dividend Appreciation ETF: 547 shares (about $117.64K)
Honeywell International: 493 shares (about $111.44K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$30,102,675	$199,230 â–¼	-0.7%	46,084	9.0%	ETF
VOO Vanguard S&P 500 ETF	$28,338,607	$206,153 â–²	0.7%	47,425	8.5%	ETF
BRK.B Berkshire Hathaway	$20,331,508	$933,961 â–²	4.8%	42,428	6.1%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$20,150,040	$2,042,198 â–²	11.3%	268,309	6.0%	ETF
VO Vanguard Mid-Cap ETF	$17,649,772	$2,585 â–¼	0.0%	61,459	5.3%	ETF
AAPL Apple	$15,092,599	$38,322 â–²	0.3%	59,469	4.5%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$13,947,091	$90,147 â–²	0.7%	43,475	4.2%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$13,393,835	$134,610 â–²	1.0%	134,923	4.0%	Finance
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$11,323,065	$342,376 â–²	3.1%	215,431	3.4%	Manufacturing
VB Vanguard Small-Cap ETF	$8,733,624	$44,002 â–²	0.5%	33,345	2.6%	ETF
VEA Vanguard FTSE Developed Markets ETF	$8,373,787	$243,376 â–¼	-2.8%	130,677	2.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$8,122,823	$2,159,063 â–²	36.2%	120,285	2.4%	ETF
IEFA iShares Core MSCI EAFE ETF	$7,327,212	$540,644 â–²	8.0%	80,937	2.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$7,269,385	$117,637 â–¼	-1.6%	33,802	2.2%	ETF
MSFT Microsoft	$6,020,075	$25,172 â–²	0.4%	16,263	1.8%	Computer and Technology
MS Morgan Stanley	$5,726,803	$7,241 â–²	0.1%	34,799	1.7%	Finance
QQQ Invesco QQQ	$4,616,207	$4,617 â–¼	-0.1%	7,998	1.4%	Finance
VUG Vanguard Growth ETF	$4,464,035	$53,289 â–²	1.2%	10,220	1.3%	ETF
NVDA NVIDIA	$4,286,741	$158,704 â–²	3.8%	24,580	1.3%	Computer and Technology
GOOGL Alphabet	$4,205,276	$69,014 â–²	1.7%	14,624	1.3%	Computer and Technology
GOOG Alphabet	$3,688,533	$44,177 â–²	1.2%	12,858	1.1%	Computer and Technology
AMZN Amazon.com	$3,657,892	$20,411 â–¼	-0.6%	17,563	1.1%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$3,532,227	$1,951 â–²	0.1%	5,431	1.1%	Finance
QQQM Invesco NASDAQ 100 ETF	$2,927,639	$176,785 â–²	6.4%	12,321	0.9%	ETF
JPM JPMorgan Chase & Co.	$2,873,357	$9,413 â–²	0.3%	9,768	0.9%	Finance
META Meta Platforms	$2,799,331	$41,764 â–²	1.5%	4,893	0.8%	Computer and Technology
RVMD Revolution Medicines	$2,626,528		0.0%	27,008	0.8%	Medical
LLY Eli Lilly and Company	$1,987,786	$1,840 â–²	0.1%	2,161	0.6%	Medical
XOM ExxonMobil	$1,941,044	$34,271 â–¼	-1.7%	11,441	0.6%	Energy
VTV Vanguard Value ETF	$1,779,293		0.0%	9,069	0.5%	ETF
JNJ Johnson & Johnson	$1,586,585	$76,995 â–¼	-4.6%	6,491	0.5%	Medical
SPROTT ASSET MANAGEMENT LP	$1,495,603		0.0%	42,201	0.4%	PHYSICAL GOLD TR
BX Blackstone	$1,448,470	$41,398 â–²	2.9%	12,596	0.4%	Finance
KO CocaCola	$1,402,139	$50,497 â–¼	-3.5%	18,437	0.4%	Consumer Staples
HON Honeywell International	$1,332,082	$111,440 â–¼	-7.7%	5,893	0.4%	Multi-Sector Conglomerates
RING iShares MSCI Global Gold Miners ETF	$1,318,966	$15,796 â–²	1.2%	16,700	0.4%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$1,315,922	$15,549 â–²	1.2%	25,813	0.4%	ETF
NFLX Netflix	$1,304,373	$19,903 â–²	1.5%	13,566	0.4%	Consumer Discretionary
EFA iShares MSCI EAFE ETF	$1,283,421		0.0%	13,213	0.4%	Finance
IXUS iShares Core MSCI Total International Stock ETF	$1,250,579	$20,014 â–²	1.6%	14,434	0.4%	Manufacturing
VGK Vanguard FTSE Europe ETF	$1,197,988		0.0%	14,533	0.4%	ETF
EBC Eastern Bankshares	$1,177,415	$59 â–²	0.0%	60,195	0.4%	Finance
IJR iShares Core S&P Small-Cap ETF	$1,144,153	$15,290 â–²	1.4%	9,204	0.3%	ETF
AVGO Broadcom	$1,136,810	$80,162 â–²	7.6%	3,673	0.3%	Computer and Technology
AMP Ameriprise Financial	$1,072,403	$8,444 â–²	0.8%	2,413	0.3%	Finance
HD Home Depot	$1,062,320	$21,378 â–¼	-2.0%	3,230	0.3%	Retail/Wholesale
DHR Danaher	$1,058,651	$12,513 â–¼	-1.2%	5,584	0.3%	Medical
CL Colgate-Palmolive	$1,043,812	$179,921 â–¼	-14.7%	12,247	0.3%	Consumer Staples
ITW Illinois Tool Works	$1,034,913	$16,398 â–¼	-1.6%	3,976	0.3%	Industrials
AMAT Applied Materials	$1,014,235	$13,674 â–¼	-1.3%	2,967	0.3%	Computer and Technology
AMD Advanced Micro Devices	$983,482	$17,086 â–²	1.8%	4,835	0.3%	Computer and Technology
CVX Chevron	$934,122	$377,373 â–²	67.8%	4,515	0.3%	Energy
CAT Caterpillar	$918,168	$12,044 â–²	1.3%	1,296	0.3%	Industrials
VCSH Vanguard Short-Term Corporate Bond ETF	$882,956	$148,309 â–²	20.2%	11,139	0.3%	ETF
TDVG T. Rowe Price Dividend Growth ETF	$866,432	$232,117 â–²	36.6%	19,414	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$816,299	$426 â–²	0.1%	1,914	0.2%	ETF
GS The Goldman Sachs Group	$805,017	$20,295 â–²	2.6%	952	0.2%	Finance
IBM International Business Machines	$800,461	$7,515 â–²	0.9%	3,302	0.2%	Computer and Technology
SPROTT ASSET MANAGEMENT LP	$792,152		0.0%	16,600	0.2%	PHYSICAL GOLD AN
GLD SPDR Gold Shares	$788,722		0.0%	1,833	0.2%	Finance
BINC iShares Flexible Income Active ETF	$781,138	$6,387 â–²	0.8%	15,042	0.2%	ETF
TSLA Tesla	$758,954	$28,247 â–²	3.9%	2,042	0.2%	Auto/Tires/Trucks
SDY SPDR S&P Dividend ETF	$757,594	$584 â–¼	-0.1%	5,191	0.2%	ETF
PEP PepsiCo	$756,593	$466 â–¼	-0.1%	4,872	0.2%	Consumer Staples
VGT Vanguard Information Technology ETF	$731,199	$103,261 â–²	16.4%	1,048	0.2%	ETF
COST Costco Wholesale	$725,449	$3,986 â–²	0.6%	728	0.2%	Retail/Wholesale
ASML ASML	$719,166	$719,166 â–²	New Holding	544	0.2%	Computer and Technology
CB Chubb	$712,153	$17,274 â–²	2.5%	2,185	0.2%	Finance
SHV iShares Short Treasury Bond ETF	$708,593		0.0%	6,419	0.2%	ETF
RTX RTX	$697,790	$3,280 â–¼	-0.5%	3,617	0.2%	Aerospace
EME EMCOR Group	$664,479		0.0%	900	0.2%	Construction
V Visa	$648,904	$21,157 â–¼	-3.2%	2,147	0.2%	Business Services
BSV Vanguard Short-Term Bond ETF	$623,470	$23,524 â–¼	-3.6%	7,951	0.2%	ETF
BDX Becton, Dickinson and Company	$622,945	$3,774 â–²	0.6%	3,962	0.2%	Medical
UNILEVER PLC	$610,718	$19,199 â–²	3.2%	10,720	0.2%	SPON ADR NEW
PG Procter & Gamble	$609,947	$3,466 â–¼	-0.6%	4,223	0.2%	Consumer Staples
IAU iShares Gold Trust	$595,697		0.0%	6,757	0.2%	Finance
INTC Intel	$595,152	$21,183 â–²	3.7%	13,486	0.2%	Computer and Technology
AMGN Amgen	$544,293	$2,815 â–²	0.5%	1,547	0.2%	Medical
DIA SPDR Dow Jones Industrial Average ETF Trust	$521,280	$1,853 â–²	0.4%	1,125	0.2%	Finance
JPST JPMorgan Ultra-Short Income ETF	$509,693	$61,896 â–²	13.8%	10,071	0.2%	ETF
MA Mastercard	$501,260	$27,487 â–²	5.8%	1,003	0.2%	Business Services
PLD Prologis	$499,818	$12,558 â–²	2.6%	3,781	0.1%	Finance
ORCL Oracle	$466,926	$15,594 â–¼	-3.2%	3,174	0.1%	Computer and Technology
SLYG SPDR S&P 600 Small Cap Growth ETF	$457,511	$193 â–²	0.0%	4,735	0.1%	ETF
AXP American Express	$451,176	$1,814 â–²	0.4%	1,492	0.1%	Finance
DEO Diageo	$447,817	$1,117 â–²	0.3%	6,015	0.1%	Consumer Staples
VYM Vanguard High Dividend Yield ETF	$444,237	$148 â–²	0.0%	3,000	0.1%	Financial Services
ICSH iShares Ultra Short-Term Bond Active ETF	$442,212	$1,417 â–¼	-0.3%	8,736	0.1%	ETF
DTD WisdomTree U.S. Total Dividend Fund	$429,354	$1,813 â–²	0.4%	4,972	0.1%	Finance
IGPT Invesco AI and Next Gen Software ETF	$409,446		0.0%	7,052	0.1%	ETF
GE GE Aerospace	$399,707	$8,510 â–¼	-2.1%	1,409	0.1%	Aerospace
MUB iShares National Muni Bond ETF	$393,616	$2,017 â–²	0.5%	3,708	0.1%	ETF
WALMART INC	$388,251	$28,336 â–²	7.9%	3,124	0.1%	COM
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$381,911	$1,836 â–¼	-0.5%	7,904	0.1%	ETF
PSX Phillips 66	$370,372	$18,582 â–²	5.3%	2,033	0.1%	Energy
ABBV AbbVie	$369,906	$4,132 â–²	1.1%	1,701	0.1%	Medical
SPROTT ASSET MANAGEMENT LP	$365,850		0.0%	15,000	0.1%	PHYSICAL SILVER
EMR Emerson Electric	$363,668	$1,179 â–²	0.3%	2,776	0.1%	Industrials
BAC Bank of America	$354,489	$20,035 â–²	6.0%	7,272	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Sandy Cove Advisors, LLC Top Holdings and 13F Report (2026)

About Sandy Cove Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Sandy Cove Advisors, LLC Top Holdings and 13F Report (2026)

About Sandy Cove Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSandy Cove Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools