Sandy Cove Advisors, LLC
Q4 2024 13F Holdings
- Locationhingham, MA
- Num holdings
125
- Value ($000)
$254,602
- Date Filed01/15/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $27.96M | 11 % | 47,494 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $26.24M | 10 % | 48,691 | ||
AAPL APPLE INC | COM | 037833100 | $15.03M | 6 % | 60,034 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $14.13M | 6 % | 145,775 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $11.95M | 5 % | 45,251 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $11.30M | 4 % | 38,981 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $10.53M | 4 % | 53,793 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $8.57M | 3 % | 35,684 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $8.43M | 3 % | 18,599 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $8.19M | 3 % | 16,015 |
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